# MYOB agent skills for Claude Code, Cursor and RevampKey

> Ready-made MYOB playbooks for AI agents: month-end financial snapshot from MYOB, build a MYOB receivables and payables chase list. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Ask about your MYOB Business finances with AI](https://revampkey.com/marketplace/myob/skills/essentials.md): 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.
- [Month-end financial snapshot from MYOB](https://revampkey.com/marketplace/myob/skills/month-end-financial-snapshot.md): 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.
- [Build a MYOB receivables and payables chase list](https://revampkey.com/marketplace/myob/skills/receivables-and-payables-chase-list.md): 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.

## Install

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

```bash
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
```

### 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.

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