NetDocuments agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect NetDocuments

Connect NetDocuments once and all 1 skills install themselves and stay up to date. Mac, Windows and Linux.

All 1 NetDocuments 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-only2 NetDocuments tools

Use NetDocuments safely with AI

Guides the AI to confirm the account and matter before searching NetDocuments, find documents before opening them, and treat document text as data. It asks before any change to the account or workspace.

Use it when

Finding a client or matter document before reading it
Pulling the right version of a contract or letter
Diagnosing why a NetDocuments lookup returned nothing

Tools it uses

search
fetch

Example

Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.

Scope: matter 2024-0153 in your account. I searched that matter only. The search returned 4 hits; the one titled "Engagement letter - signed" dated 12 March is the most recent signed version, and I opened it. The fee terms are an hourly rate with a monthly cap; the exact figures are quoted from section 3. I did not open the two earlier drafts.

Use in RevampKeyRead the full skill →

Get all 1 without copying a file

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

Download RevampKey

How NetDocuments skills work

Connect NetDocuments
The NetDocuments MCP server gives the agent its tools.
Ask in plain words
“Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.” 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 NetDocuments skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect NetDocuments. All 1 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.”
Download RevampKeyConnect NetDocuments · 1 click
Get RevampKey to connect NetDocuments
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and NetDocuments is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
curl -fsSL --create-dirs -o .claude/skills/netdocuments-essentials/SKILL.md https://revampkey.com/marketplace/netdocuments/skills/essentials/SKILL.md
Other tools

Into this project’s .claude/skills folder

Connect the NetDocuments MCP server in Claude Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .claude/skills/netdocuments-essentials/SKILL.md https://revampkey.com/marketplace/netdocuments/skills/essentials/SKILL.md

Ask in plain language, for example “Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.”

Into the shared .agents/skills folder

Connect the NetDocuments MCP server in Cursor.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/netdocuments-essentials/SKILL.md https://revampkey.com/marketplace/netdocuments/skills/essentials/SKILL.md

Ask in plain language, for example “Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.”

Into the shared .agents/skills folder

Connect the NetDocuments MCP server in Codex.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/netdocuments-essentials/SKILL.md https://revampkey.com/marketplace/netdocuments/skills/essentials/SKILL.md

Ask in plain language, for example “Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.”

Into the shared .agents/skills folder

Connect the NetDocuments MCP server in VS Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/netdocuments-essentials/SKILL.md https://revampkey.com/marketplace/netdocuments/skills/essentials/SKILL.md

Ask in plain language, for example “Find the latest signed engagement letter for matter 2024-0153 and summarise the fee terms.”

RevampKey or copy the files?

In RevampKey

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

See the command

NetDocuments skills FAQ

What is a NetDocuments agent skill?

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

Do the NetDocuments skills change anything on their own?

1 of the 1 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 NetDocuments.

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

Do I need the NetDocuments MCP server too?

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

NetDocuments MCP server setup · This page as Markdown

Put NetDocuments’s best workflows in your agent

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

Download RevampKey Connect NetDocuments · 1 click

All 1 NetDocuments skills

Use NetDocuments safely with AI

Use it when

Tools it uses

Get all 1 without copying a file

How NetDocuments skills work

How to install NetDocuments skills

RevampKey or copy the files?

In RevampKey

Copy into your project

NetDocuments skills FAQ

Put NetDocuments’s best workflows in your agent

Skills for related tools