Metaview agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Metaview

Connect Metaview once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Metaview skills

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

Start hereAsks before writing16 Metaview tools

Use Metaview safely with an AI agent

Teaches an AI agent how to work inside Metaview: confirm the account and scope first, pick the right tool family, keep searches narrow, and ask for explicit approval before any sequence, candidate, field or report is changed.

Use it when

You are starting a Metaview task and need the agent to confirm the right workspace first
You want the agent to search conversations or reports without flooding its context
You need the agent to stop and ask before it moves candidates or creates fields

Tools it uses

get_user_context
search_conversations
group_conversations
get_chart_data
list_fields
list_field_values
create_ai_field
get_enrichment_status
create_report
search_reports
list_sequences
manage_sequence
list_sequence_candidates
manage_candidate_sequence
find_candidate_in_sequences
list_send_on_behalf_permissions

Example

Check which Metaview workspace you are in, then find how many interview conversations from last quarter mention salary, and tell me the total and how much of it you actually read.

You are in the Northwind Talent workspace (confirmed with you). Last quarter there are 64 interview conversations; I read 50 on the first page and 14 on the second, so all 64 are covered. 21 of them mention salary. Enrichment on the salary field is complete for this period.

Use in RevampKeyRead the full skill →

Asks before writing7 Metaview tools

Manage candidates in Metaview sequences with AI

Move candidates into, out of and between outreach sequences in Metaview, checking existing memberships and sender permissions first. The assistant asks for approval before changing anyone's outreach.

Use it when

A candidate needs adding to a follow-up sequence without being contacted twice
Someone has to be moved from one outreach track to another
You want to confirm which sequences a candidate is already in before doing anything

Tools it uses

get_user_context
find_candidate_in_sequences
list_sequences
list_sequence_candidates
list_send_on_behalf_permissions
manage_candidate_sequence
manage_sequence

Example

Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.

Priya Shah is currently in Q3 Engineering (active) and not in any other sequence. Senior Backend nurture has 24 candidates and sends as Jordan Lee, who has send-on-behalf permission. The proposed change is to remove Priya from Q3 Engineering and add her to Senior Backend nurture. Do you want me to make that move?

Use in RevampKeyRead the full skill →

Asks before writing6 Metaview tools

Analyse recorded Metaview conversations and save the findings as a report

Ask a question across your recorded conversations and get a grouped, charted answer with its scope stated. It asks before saving anything as a report.

Use it when

You want to know what hiring managers keep asking for across intake calls.
You need interview feedback broken down by role or interviewer.
You want to turn a one-off analysis into a report your team can revisit.

Tools it uses

get_user_context
search_conversations
group_conversations
get_chart_data
create_report
search_reports

Example

What do hiring managers ask for most often in intake calls this quarter, split by department?

I matched 64 intake calls from the last three months and used all of them. Grouped by department, 'faster shortlist' comes up in 19 of 41 engineering calls and 6 of 23 sales calls. Sales groups are small, so treat that gap as a hint, not a finding. Want me to save this as a report?

Use in RevampKeyRead the full skill →

Asks before writing5 Metaview tools

Set up custom AI enrichment fields in Metaview

Designs and adds a custom AI field that extracts a new detail from your recorded conversations. It checks for existing near-duplicate fields first and asks for your explicit approval before creating anything.

Use it when

You want to start capturing a detail, such as competing offers, from future calls
You suspect a field you need already exists under a different name
A new field shows no values and you need to know whether it is still processing

Tools it uses

get_user_context
list_fields
list_field_values
create_ai_field
get_enrichment_status

Example

Add an AI field that captures whether the candidate named a competing offer and at what level.

Before creating anything I checked your existing fields and found 'salary expectation' already covers compensation asks, so I suggest reusing it or widening its question. If you still want a separate field, here is the proposed design: 'Did the candidate name a competing offer, and at what level?' with a fixed set of options including 'not mentioned', applied to final-round calls only. Reply yes to create it.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

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How Metaview skills work

Connect Metaview
The Metaview MCP server gives the agent its tools.
Ask in plain words
“Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.” 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 Metaview skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Metaview. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.”
Download RevampKeyConnect Metaview · 1 click
Get RevampKey to connect Metaview
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Metaview is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials candidate-sequence-management conversation-insights-report enrichment-field-setup; do curl -fsSL --create-dirs -o .claude/skills/metaview-$s/SKILL.md https://revampkey.com/marketplace/metaview/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Metaview MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials candidate-sequence-management conversation-insights-report enrichment-field-setup; do
  curl -fsSL --create-dirs -o .claude/skills/metaview-$s/SKILL.md https://revampkey.com/marketplace/metaview/skills/$s/SKILL.md
done

Ask in plain language, for example “Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.”

Into the shared .agents/skills folder

Connect the Metaview MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials candidate-sequence-management conversation-insights-report enrichment-field-setup; do
  curl -fsSL --create-dirs -o .agents/skills/metaview-$s/SKILL.md https://revampkey.com/marketplace/metaview/skills/$s/SKILL.md
done

Ask in plain language, for example “Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.”

Into the shared .agents/skills folder

Connect the Metaview MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials candidate-sequence-management conversation-insights-report enrichment-field-setup; do
  curl -fsSL --create-dirs -o .agents/skills/metaview-$s/SKILL.md https://revampkey.com/marketplace/metaview/skills/$s/SKILL.md
done

Ask in plain language, for example “Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.”

Into the shared .agents/skills folder

Connect the Metaview MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials candidate-sequence-management conversation-insights-report enrichment-field-setup; do
  curl -fsSL --create-dirs -o .agents/skills/metaview-$s/SKILL.md https://revampkey.com/marketplace/metaview/skills/$s/SKILL.md
done

Ask in plain language, for example “Move Priya Shah from the Q3 Engineering sequence into Senior Backend nurture, but check she isn't already in another one first.”

RevampKey or copy the files?

In RevampKey

One click when you connect Metaview
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 Metaview MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Metaview skills FAQ

What is a Metaview agent skill?

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

Do the Metaview skills change anything on their own?

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

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

Do I need the Metaview MCP server too?

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

Metaview MCP server setup · This page as Markdown

Put Metaview’s best workflows in your agent

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

Download RevampKey Connect Metaview · 1 click

All 4 Metaview skills

Use Metaview safely with an AI agent

Use it when

Tools it uses

Manage candidates in Metaview sequences with AI

Use it when

Tools it uses

Analyse recorded Metaview conversations and save the findings as a report

Use it when

Tools it uses

Set up custom AI enrichment fields in Metaview

Use it when

Tools it uses

Get all 4 without copying a file

How Metaview skills work

How to install Metaview skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Metaview skills FAQ

Put Metaview’s best workflows in your agent

Skills for related tools