# Nutshell CRM agent skills for Claude Code, Cursor and RevampKey

> Ready-made Nutshell CRM playbooks for AI agents: prioritise your Nutshell lead follow-ups, review your Nutshell CRM pipeline and revenue. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Nutshell CRM connector with AI](https://revampkey.com/marketplace/nutshell-crm/skills/essentials.md): Shows how an AI assistant should connect to Nutshell CRM, confirm which account and scope it is reading, pick the right search or list tool, and ask before it creates or updates any record.
- [Prioritise your Nutshell lead follow-ups](https://revampkey.com/marketplace/nutshell-crm/skills/lead-follow-up-prioritisation.md): Ranks the leads and contacts that need attention today, using recent activity, open commitments and deal stage, then drafts the next action for each. It asks before changing any record.
- [Review your Nutshell CRM pipeline and revenue](https://revampkey.com/marketplace/nutshell-crm/skills/pipeline-and-revenue-review.md): Reviews sales performance over a period you choose, covering pipeline breakdown, rep and revenue comparisons, and lost-deal patterns. It only reads your data and never changes a record.

## Install

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

```bash
for s in essentials lead-follow-up-prioritisation pipeline-and-revenue-review; do
  curl -fsSL --create-dirs -o .agents/skills/nutshell-crm-$s/SKILL.md https://revampkey.com/marketplace/nutshell-crm/skills/$s/SKILL.md
done
```

### What is a Nutshell CRM agent skill?

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

### Do the Nutshell CRM 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 Nutshell CRM.

### 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 Nutshell CRM; elsewhere you copy the folders into your project or skills directory.

### Do I need the Nutshell CRM MCP server too?

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

MCP setup guide: https://revampkey.com/marketplace/nutshell-crm.md