# MSCI Connector agent skills for Claude Code, Cursor and RevampKey

> Ready-made MSCI Connector playbooks for AI agents: check holdings transparency with the MSCI connector, review an MSCI index against its methodology, explain portfolio risk and return with MSCI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the MSCI connector with AI](https://revampkey.com/marketplace/msci/skills/essentials.md): 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.
- [Check holdings transparency with the MSCI connector](https://revampkey.com/marketplace/msci/skills/holdings-transparency-check.md): 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.
- [Review an MSCI index against its methodology](https://revampkey.com/marketplace/msci/skills/index-constituent-review.md): 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.
- [Explain portfolio risk and return with MSCI](https://revampkey.com/marketplace/msci/skills/portfolio-risk-attribution.md): 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.
- [Screen holdings against MSCI responsible-investing criteria](https://revampkey.com/marketplace/msci/skills/responsible-investing-screen.md): 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.

## Install

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

```bash
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
```

### 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.

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