Meridian AI agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Meridian AI work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Meridian AI

Connect Meridian AI once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Meridian AI skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only13 Meridian AI tools

Using the Meridian AI connector well

Shows an AI agent how to confirm your Meridian workspace, pick the right search, keep results focused, and ask before it changes any deal or company.

Use it when

You want to search deals, contacts or documents in Meridian from your AI tool
Your firm has more than one Meridian workspace and you need the right one
You want the agent to log or update a deal only after you approve it

Tools it uses

whoami
search_deals
search_companies
search_people
search_interactions
search_meetings
search_emails
search_notes
search_document_content
search_documents
search_reports
get_report_data
list_filter_attributes

Example

Which deals are in diligence in my Meridian workspace, and who is on each deal team?

You're in the Northwind workspace as jane@firm.com. I filtered deals to the diligence stage and returned the first page of 12. Four deals are listed with their deal team members. Two records may be hidden by your permissions, so this list is what your account can see. Nothing has been changed.

Use in RevampKeyRead the full skill →

Read-only2 Meridian AI tools

Answer diligence questions from your CIMs and IC memos with AI

Searches the text of your CIMs, IC memos and reports in Meridian AI, quotes the passages that answer your question, and says plainly what the documents leave out. It only reads and never changes your records.

Use it when

You need to know what the CIM says about customer concentration or margins
You want a figure from the IC memo checked against the underlying report
You are looking for what a deal's materials do not address before committee

Tools it uses

search_documents
search_document_content

Example

What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?

The CIM states gross revenue retention of 92% in the Customer Overview section, quoted directly. There is no cohort table or churn breakdown in the document, so the retention figure is unsupported by the materials I could search. The IC memo does not mention churn at all, and I searched for attrition and logo loss as well.

Use in RevampKeyRead the full skill →

Read-only5 Meridian AI tools

Review your Meridian AI pipeline with AI

Get a read-only status view of one deal or a slice of your pipeline, covering stage, deal team, latest IC decision and what has gone stale. The agent asks before changing anything in your workspace.

Use it when

Before a weekly pipeline meeting, to see what is in diligence and what has stalled
When a partner asks where a specific deal stands and what the last IC decision was
When you want to find deals with no owner or no recent activity

Tools it uses

search_deals
whoami
list_filter_attributes
search_interactions
search_notes

Example

Show me the deals currently in diligence and flag any that have had no activity in the last 30 days.

Four deals are in diligence. Three have recent activity. Project Atlas has had no recorded interaction for 41 days and no deal team member is named on it, so I have flagged it as stale. Its latest IC decision was to proceed to confirmatory diligence, dated last quarter. Nothing in the pipeline has been changed.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Meridian AI, updates them for you and removes them when you disconnect.

Download RevampKey

How Meridian AI skills work

Connect Meridian AI
The Meridian AI MCP server gives the agent its tools.
Ask in plain words
“What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Meridian AI skills

In RevampKey the skills install themselves when you connect Meridian AI. In other tools each skill is one folder with a SKILL.md file, and you also need the Meridian AI MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Meridian AI. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?”
Download RevampKeyConnect Meridian AI · 1 click
Get RevampKey to connect Meridian AI
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Meridian AI is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials due-diligence-document-qa pipeline-deal-review; do curl -fsSL --create-dirs -o .claude/skills/meridian-ai-$s/SKILL.md https://revampkey.com/marketplace/meridian-ai/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Meridian AI MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials due-diligence-document-qa pipeline-deal-review; do
  curl -fsSL --create-dirs -o .claude/skills/meridian-ai-$s/SKILL.md https://revampkey.com/marketplace/meridian-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?”

Into the shared .agents/skills folder

Connect the Meridian AI MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials due-diligence-document-qa pipeline-deal-review; do
  curl -fsSL --create-dirs -o .agents/skills/meridian-ai-$s/SKILL.md https://revampkey.com/marketplace/meridian-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?”

Into the shared .agents/skills folder

Connect the Meridian AI MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials due-diligence-document-qa pipeline-deal-review; do
  curl -fsSL --create-dirs -o .agents/skills/meridian-ai-$s/SKILL.md https://revampkey.com/marketplace/meridian-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?”

Into the shared .agents/skills folder

Connect the Meridian AI MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials due-diligence-document-qa pipeline-deal-review; do
  curl -fsSL --create-dirs -o .agents/skills/meridian-ai-$s/SKILL.md https://revampkey.com/marketplace/meridian-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What does the Project Atlas CIM say about customer churn, and is there any cohort data behind it?”

RevampKey or copy the files?

In RevampKey

One click when you connect Meridian AI
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Meridian AI MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Meridian AI skills FAQ

What is a Meridian AI agent skill?

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

Do the Meridian AI skills change anything on their own?

3 of the 3 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 Meridian AI.

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 Meridian AI; elsewhere you copy the folders into your project or skills directory.

Do I need the Meridian AI MCP server too?

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

Meridian AI MCP server setup · This page as Markdown

Put Meridian AI’s best workflows in your agent

Download RevampKey, connect Meridian AI and ask your first question in about a minute.

Download RevampKey Connect Meridian AI · 1 click

All 3 Meridian AI skills

Using the Meridian AI connector well

Use it when

Tools it uses

Answer diligence questions from your CIMs and IC memos with AI

Use it when

Tools it uses

Review your Meridian AI pipeline with AI

Use it when

Tools it uses

Get all 3 without copying a file

How Meridian AI skills work

How to install Meridian AI skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Meridian AI skills FAQ

Put Meridian AI’s best workflows in your agent

Skills for related tools