MYOB agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect MYOB

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

All 3 MYOB 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-only7 MYOB tools

Ask about your MYOB Business finances with AI

Connects Claude or ChatGPT to your MYOB Business file to answer questions about profit, sales, receivables and cash from live data. It is read-only and tells you when a question is outside its scope.

Use it when

You want a plain-English answer about profit or sales from MYOB
You are unsure whether the owner has allowed AI access to your business file
You need to check which MYOB business an answer came from

Tools it uses

myob_get_business_info
myob_get_financial_year_dates
myob_get_profit_loss
myob_get_sales_invoice_totals
myob_get_outstanding_customer_balances
myob_get_outstanding_payables
myob_get_standard_payment_terms

Example

How is my business profit for this financial year, and which business file is this from?

This is from Harbour Works Pty Ltd, financial year 1 July 2025 to 30 June 2026. Profit to date is $184,300 on revenue of $912,500, based on the profit and loss report for that period. This connector is read-only and does not cover payroll or tax advice.

Use in RevampKeyRead the full skill →

Read-only7 MYOB tools

Month-end financial snapshot from MYOB

Pulls profit and loss, invoice totals and outstanding balances for one period into a single management summary, with each figure labelled by its date. It flags where cash is not included rather than guessing.

Use it when

You want a one-page picture of how the business performed last month.
You need a management summary for the owner before a meeting.
You want profit, revenue and receivables checked against the same period.

Tools it uses

myob_get_business_info
myob_get_financial_year_dates
myob_get_profit_loss
myob_get_sales_invoice_totals
myob_get_outstanding_customer_balances
myob_get_outstanding_payables
myob_get_standard_payment_terms

Example

Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.

For 1 to 31 October, provisional as the books are not closed: income is $184,200 and net profit is $41,600. Sales invoices total $179,850, a gap of $4,350 that is within normal timing. At 31 October, customers owe $62,300 across 14 accounts. Cash is not in this snapshot, so check the bank balance in MYOB.

Use in RevampKeyRead the full skill →

Read-only5 MYOB tools

Build a MYOB receivables and payables chase list

Ranks who owes you and which bills are due, by overdue amount and age, so you know who to chase and what to pay first. It only reads your MYOB data and asks before taking any action.

Use it when

You want to know which customers are overdue and who to chase first.
You need to see which supplier bills are due this week.
You are deciding what to pay now and what can wait.

Tools it uses

myob_get_business_info
myob_get_financial_year_dates
myob_get_outstanding_customer_balances
myob_get_outstanding_payables
myob_get_standard_payment_terms

Example

Who do I need to chase for overdue invoices, and which supplier bills are due this week?

As at 30 June, Harbour Fitouts owes $8,400 across three invoices, oldest 52 days past their 30-day terms, so they go to the top of the chase list. Coastal Signs owes $1,150 and is 9 days late. Two supplier bills fall due this week: $2,300 to Metro Paper and $640 to Ridge Freight.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

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

Download RevampKey

How MYOB skills work

Connect MYOB
The MYOB MCP server gives the agent its tools.
Ask in plain words
“Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.” 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 MYOB skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect MYOB. 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 “Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.”
Download RevampKeyConnect MYOB · 1 click
Get RevampKey to connect MYOB
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and MYOB is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials month-end-financial-snapshot receivables-and-payables-chase-list; do curl -fsSL --create-dirs -o .claude/skills/myob-$s/SKILL.md https://revampkey.com/marketplace/myob/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the MYOB MCP server in Claude Code.

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

for s in essentials month-end-financial-snapshot receivables-and-payables-chase-list; do
  curl -fsSL --create-dirs -o .claude/skills/myob-$s/SKILL.md https://revampkey.com/marketplace/myob/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.”

Into the shared .agents/skills folder

Connect the MYOB MCP server in Cursor.

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

for s in essentials month-end-financial-snapshot receivables-and-payables-chase-list; do
  curl -fsSL --create-dirs -o .agents/skills/myob-$s/SKILL.md https://revampkey.com/marketplace/myob/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.”

Into the shared .agents/skills folder

Connect the MYOB MCP server in Codex.

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

for s in essentials month-end-financial-snapshot receivables-and-payables-chase-list; do
  curl -fsSL --create-dirs -o .agents/skills/myob-$s/SKILL.md https://revampkey.com/marketplace/myob/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.”

Into the shared .agents/skills folder

Connect the MYOB MCP server in VS Code.

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

for s in essentials month-end-financial-snapshot receivables-and-payables-chase-list; do
  curl -fsSL --create-dirs -o .agents/skills/myob-$s/SKILL.md https://revampkey.com/marketplace/myob/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot of our finances for last month, with profit, invoices and what customers still owe us.”

RevampKey or copy the files?

In RevampKey

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

See the command

MYOB skills FAQ

What is a MYOB agent skill?

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

Do the MYOB 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 MYOB.

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

Do I need the MYOB MCP server too?

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

MYOB MCP server setup · This page as Markdown

Put MYOB’s best workflows in your agent

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

Download RevampKey Connect MYOB · 1 click

All 3 MYOB skills

Ask about your MYOB Business finances with AI

Use it when

Tools it uses

Month-end financial snapshot from MYOB

Use it when

Tools it uses

Build a MYOB receivables and payables chase list

Use it when

Tools it uses

Get all 3 without copying a file

How MYOB skills work

How to install MYOB skills

RevampKey or copy the files?

In RevampKey

Copy into your project

MYOB skills FAQ

Put MYOB’s best workflows in your agent

Skills for related tools