# Lumonic agent skills for Claude Code, Cursor and RevampKey

> Ready-made Lumonic playbooks for AI agents: build refreshable Lumonic Excel formulas with AI, find and validate a Lumonic metric field, build a portfolio metrics table in Lumonic with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Lumonic well and safely](https://revampkey.com/marketplace/lumonic/skills/essentials.md): Sets the working order for Lumonic: confirm workspace, period and entities first, validate fields before using them, and ask before anything that changes state. It reads before it writes and says when a result is partial.
- [Build refreshable Lumonic Excel formulas with AI](https://revampkey.com/marketplace/lumonic/skills/excel-refreshable-formulas.md): Turns Lumonic metrics into Excel formulas that refresh from your workspace, validating each one before it is returned. It asks before switching workspace or writing to your workbook.
- [Find and validate a Lumonic metric field](https://revampkey.com/marketplace/lumonic/skills/metric-field-discovery.md): Finds the Lumonic schema field or LX expression for a metric such as ARR, EBITDA, cash balance or net leverage, checks it against a known figure and flags ambiguity before it is used. It asks before changing anything in the workspace.
- [Build a portfolio metrics table in Lumonic with AI](https://revampkey.com/marketplace/lumonic/skills/portfolio-metrics-table.md): Builds an as-of table of revenue, EBITDA, cash and net leverage across your portfolio, with effective dates and source links on every figure. It validates each field before using it and asks you before changing anything in Lumonic.
- [Chase a reporting period with Lumonic and AI](https://revampkey.com/marketplace/lumonic/skills/reporting-status-followup.md): Works out which companies are submitted, partial or missing for a reporting period and produces a prioritised follow-up list grouped by coverage owner. Drafts reminders but asks before sending anything.

## Install

- RevampKey: connect Lumonic at https://revampkey.com/marketplace/lumonic; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials excel-refreshable-formulas metric-field-discovery portfolio-metrics-table reporting-status-followup; do
  curl -fsSL --create-dirs -o .agents/skills/lumonic-$s/SKILL.md https://revampkey.com/marketplace/lumonic/skills/$s/SKILL.md
done
```

### What is a Lumonic agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Lumonic skill describes one job, which Lumonic tools to use in which order, what to check first and when to stop and ask you.

### Do the Lumonic skills change anything on their own?

5 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Lumonic.

### Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Lumonic; elsewhere you copy the folders into your project or skills directory.

### Do I need the Lumonic MCP server too?

Yes. The skills tell the agent how to do the work; the Lumonic MCP server gives it the tools to do it. The Lumonic MCP setup guide covers every client.

MCP setup guide: https://revampkey.com/marketplace/lumonic.md