MSCI Connector agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect MSCI Connector

Connect MSCI Connector once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 MSCI Connector 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-only23 MSCI Connector tools

Use the MSCI connector with AI

Confirms your MSCI account and entitlements first, picks the right area (index, portfolio analytics, transparency or responsible investing), and reports each figure with its source and date. It asks before any change to account settings.

Use it when

You have just connected MSCI and want to know what it can answer for you.
An MSCI query came back empty or with a sign-in or permission error.
You need to decide whether an index, portfolio or RAI tool is the right starting point.

Tools it uses

get_at_server_info
get_at_server_auth
get_pa_help
list_index_methodologies
search_index_methodology
search_index_methodology_stack
search_index_indexes
search_index_securities
fetch_index_data
fetch_index_timeseries
calculate_metrics
get_pci_analysis_context
get_pci_measure_detail
get_pci_user_profiles
get_tpm_logins
get_tpm_context
get_tpm_transparency_analysis
get_rai_catalog
get_rai_metadata
get_rai_results
get_rai_reference_docs
get_index_dashboard
read_at_instruction_guidance

Example

Which MSCI tools should I use to check how a Europe equity index is built, and can my account see it?

Your account has index and methodology entitlements, so I'll start with the methodology search for the Europe equity index, then pull its constituent list for the latest available date. Every weight I quote will show its source tool and as-of date. I'll tell you if any part of the methodology is not visible on this account.

Use in RevampKeyRead the full skill →

Read-only3 MSCI Connector tools

Check holdings transparency with the MSCI connector

Audits whether a fund or portfolio's underlying holdings are complete and current, ranks coverage gaps by weight, and states what cannot be established. It confirms the account context before reading results and asks before switching it.

Use it when

A portfolio's holdings look incomplete and you need to know where the gaps are
You want to confirm the holdings snapshot is current before running an analysis
You need to reconcile your own holdings list against the transparency view

Tools it uses

get_tpm_logins
get_tpm_context
get_tpm_transparency_analysis

Example

Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.

Coverage for the Global Equity Fund is 94% by weight, with look-through to one level. The holdings snapshot is dated 31 March against a valuation date of 30 June, so it is three months stale. The largest gap is a 6.2% position with no look-through. Cash is excluded from the view.

Use in RevampKeyRead the full skill →

Read-only11 MSCI Connector tools

Review an MSCI index against its methodology

Checks an MSCI index's constituents and weights against the rules in its methodology, and flags any holding or change the rules do not explain. It reads only and asks before any account change.

Use it when

A holding in an MSCI index looks wrong or unexpected
You need to know why a security was added or removed at a rebalance
You want to confirm an index's weights follow its stated rules

Tools it uses

get_at_server_info
get_at_server_auth
search_index_indexes
list_index_methodologies
search_index_methodology
search_index_methodology_stack
get_index_dashboard
search_index_securities
fetch_index_data
search_index_datapoints
fetch_index_timeseries

Example

Check whether Nordic Materials is correctly weighted in the MSCI index we track, against its methodology.

The index methodology caps single holdings at 10 percent. Nordic Materials sits at 11.2 percent on the 31 March review date, so the cap appears breached. I have not confirmed whether a transition rule applies, so I am flagging it for review rather than calling it an error. Of 412 constituents checked, 3 were flagged, and the other 409 were consistent with the rules.

Use in RevampKeyRead the full skill →

Read-only4 MSCI Connector tools

Explain portfolio risk and return with MSCI

Works through one portfolio's metrics, starts from the input holdings, finds which positions drive the result, and checks that the figures reconcile to the inputs. It asks before changing any account or saved analysis.

Use it when

A portfolio's risk moved and you need to know which holdings caused it
You want the top contributors to a return or active risk figure
You need to confirm that an attribution reconciles to the holdings you supplied

Tools it uses

calculate_metrics
get_pci_analysis_context
get_pci_measure_detail
get_pci_user_profiles

Example

Why did this portfolio's risk rise this quarter, and which three holdings drive most of it?

Risk rose to 14.2% from 11.8% over the quarter. Two energy names account for about 6 points of that move, and one small position adds 1.1 points of risk on a 3% weight. Contributions reconcile to the headline within rounding. The result depends on the benchmark and the as-of date, both of which I have stated.

Use in RevampKeyRead the full skill →

Read-only4 MSCI Connector tools

Screen holdings against MSCI responsible-investing criteria

Screens securities or a portfolio against a named MSCI responsible-investing criterion, reads each result against its methodology, and separates firm findings from indicative ones. It does not change any stored lists or exclusion settings without asking first.

Use it when

You need to check a fund's holdings for a specific ESG exclusion category
You want to know whether a flagged company is a firm breach or a borderline call
You are preparing sustainability reporting and need results tied to their methodology and date

Tools it uses

get_rai_catalog
get_rai_metadata
get_rai_reference_docs
get_rai_results

Example

Screen my 40 holdings for thermal coal involvement and tell me which flags are firm and which are borderline.

Thermal coal involvement, methodology dated to the latest reference version. 34 covered, 6 not covered. 3 firm breaches where revenue clearly exceeds the threshold, 2 indicative where coal revenue sits just above the cut-off and the data is 9 months old, and 29 clear. The 6 uncovered names are listed separately rather than counted as clean.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

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How MSCI Connector skills work

Connect MSCI Connector
The MSCI Connector MCP server gives the agent its tools.
Ask in plain words
“Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.” 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 MSCI Connector skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect MSCI Connector. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.”
Download RevampKeyConnect MSCI Connector · 1 click
Get RevampKey to connect MSCI Connector
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and MSCI Connector 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 holdings-transparency-check index-constituent-review portfolio-risk-attribution responsible-investing-screen; do curl -fsSL --create-dirs -o .claude/skills/msci-$s/SKILL.md https://revampkey.com/marketplace/msci/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the MSCI Connector MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials holdings-transparency-check index-constituent-review portfolio-risk-attribution responsible-investing-screen; do
  curl -fsSL --create-dirs -o .claude/skills/msci-$s/SKILL.md https://revampkey.com/marketplace/msci/skills/$s/SKILL.md
done

Ask in plain language, for example “Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.”

Into the shared .agents/skills folder

Connect the MSCI Connector MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials holdings-transparency-check index-constituent-review portfolio-risk-attribution responsible-investing-screen; do
  curl -fsSL --create-dirs -o .agents/skills/msci-$s/SKILL.md https://revampkey.com/marketplace/msci/skills/$s/SKILL.md
done

Ask in plain language, for example “Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.”

Into the shared .agents/skills folder

Connect the MSCI Connector MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials holdings-transparency-check index-constituent-review portfolio-risk-attribution responsible-investing-screen; do
  curl -fsSL --create-dirs -o .agents/skills/msci-$s/SKILL.md https://revampkey.com/marketplace/msci/skills/$s/SKILL.md
done

Ask in plain language, for example “Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.”

Into the shared .agents/skills folder

Connect the MSCI Connector MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials holdings-transparency-check index-constituent-review portfolio-risk-attribution responsible-investing-screen; do
  curl -fsSL --create-dirs -o .agents/skills/msci-$s/SKILL.md https://revampkey.com/marketplace/msci/skills/$s/SKILL.md
done

Ask in plain language, for example “Check whether the holdings for our Global Equity Fund are complete and current, and tell me the biggest gaps by weight.”

RevampKey or copy the files?

In RevampKey

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

See the command

MSCI Connector skills FAQ

What is a MSCI Connector agent skill?

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

Do the MSCI Connector 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 MSCI Connector.

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

Do I need the MSCI Connector MCP server too?

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

MSCI Connector MCP server setup · This page as Markdown

Put MSCI Connector’s best workflows in your agent

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

Download RevampKey Connect MSCI Connector · 1 click

All 5 MSCI Connector skills

Use the MSCI connector with AI

Use it when

Tools it uses

Check holdings transparency with the MSCI connector

Use it when

Tools it uses

Review an MSCI index against its methodology

Use it when

Tools it uses

Explain portfolio risk and return with MSCI

Use it when

Tools it uses

Screen holdings against MSCI responsible-investing criteria

Use it when

Tools it uses

Get all 5 without copying a file

How MSCI Connector skills work

How to install MSCI Connector skills

RevampKey or copy the files?

In RevampKey

Copy into your project

MSCI Connector skills FAQ

Put MSCI Connector’s best workflows in your agent

Skills for related tools