Omega Point agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Omega Point

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

All 3 Omega Point skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing5 Omega Point tools

Use the Omega Point connector with AI

Confirms which Omega Point account and scope to work in, discovers the available tools before running them, and asks for your explicit approval before anything is changed.

Use it when

You have just connected Omega Point and want to know what the assistant can safely do.
You want to check a portfolio or watchlist without risking an accidental change.
An Omega Point request returns a permission error or data you do not recognise.

Tools it uses

list_tools
describe_tool
list_write_tools
run_tool
run_write_tool

Example

Connect to my Omega Point account and tell me which tools I can use, then check my main watchlist, but don't change anything yet.

Your connected login is the one you signed in with, so I'll work in that account. I listed the available tools and read the watchlist you named. I have made no changes. Tell me if you meant a different portfolio or organisation account.

Use in RevampKeyRead the full skill →

Read-only2 Omega Point tools

Review your Omega Point portfolios and watchlists with AI

Reads your Omega Point portfolios and watchlists and highlights concentrations, stale data and items that need attention, stating how current and complete the data is. It only reads; it makes no changes to your account.

Use it when

You want a quick check of how concentrated your portfolio is before a review meeting
You need to know which watchlist items have gone stale
You want to see which holdings deserve a closer look this week

Tools it uses

list_tools
describe_tool

Example

Review my main portfolio and tell me what needs attention, and how up to date the prices are.

Scope: Growth portfolio, data as of today. Coverage: 38 of 38 positions reviewed. Largest category, technology, is 41% of the total, above the 25% threshold used. Three positions have prices older than 30 days. Two holdings have no cost basis recorded. No changes were made.

Use in RevampKeyRead the full skill →

Asks before writing5 Omega Point tools

Propose a watchlist or portfolio clean-up

Drafts a numbered clean-up plan for an Omega Point watchlist or portfolio, with a reason for each proposed removal, re-group or addition. It changes nothing until you approve each item.

Use it when

You want to prune duplicates and stale names from a watchlist
You want to regroup holdings that sit under the wrong label
You want a reviewable list of changes before anything is edited

Tools it uses

list_tools
describe_tool
run_tool
list_write_tools
run_write_tool

Example

Propose a clean-up of my 'Growth ideas' watchlist and don't change anything until I approve.

I read all 41 items in 'Growth ideas'. I propose 18 removals, 9 re-groups and 14 keeps. Eleven removals are duplicates of names already listed under another label, and 7 are closed positions with no note. Approve by item or group, and I will apply only what you approve.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

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

Download RevampKey

How Omega Point skills work

Connect Omega Point
The Omega Point MCP server gives the agent its tools.
Ask in plain words
“Review my main portfolio and tell me what needs attention, and how up to date the prices are.” 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 Omega Point skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Omega Point. 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 “Review my main portfolio and tell me what needs attention, and how up to date the prices are.”
Download RevampKeyConnect Omega Point · 1 click
Get RevampKey to connect Omega Point
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Omega Point is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials portfolio-watchlist-review watchlist-cleanup-proposal; do curl -fsSL --create-dirs -o .claude/skills/omega-point-$s/SKILL.md https://revampkey.com/marketplace/omega-point/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Omega Point MCP server in Claude Code.

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

for s in essentials portfolio-watchlist-review watchlist-cleanup-proposal; do
  curl -fsSL --create-dirs -o .claude/skills/omega-point-$s/SKILL.md https://revampkey.com/marketplace/omega-point/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my main portfolio and tell me what needs attention, and how up to date the prices are.”

Into the shared .agents/skills folder

Connect the Omega Point MCP server in Cursor.

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

for s in essentials portfolio-watchlist-review watchlist-cleanup-proposal; do
  curl -fsSL --create-dirs -o .agents/skills/omega-point-$s/SKILL.md https://revampkey.com/marketplace/omega-point/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my main portfolio and tell me what needs attention, and how up to date the prices are.”

Into the shared .agents/skills folder

Connect the Omega Point MCP server in Codex.

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

for s in essentials portfolio-watchlist-review watchlist-cleanup-proposal; do
  curl -fsSL --create-dirs -o .agents/skills/omega-point-$s/SKILL.md https://revampkey.com/marketplace/omega-point/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my main portfolio and tell me what needs attention, and how up to date the prices are.”

Into the shared .agents/skills folder

Connect the Omega Point MCP server in VS Code.

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

for s in essentials portfolio-watchlist-review watchlist-cleanup-proposal; do
  curl -fsSL --create-dirs -o .agents/skills/omega-point-$s/SKILL.md https://revampkey.com/marketplace/omega-point/skills/$s/SKILL.md
done

Ask in plain language, for example “Review my main portfolio and tell me what needs attention, and how up to date the prices are.”

RevampKey or copy the files?

In RevampKey

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

See the command

Omega Point skills FAQ

What is a Omega Point agent skill?

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

Do the Omega Point skills change anything on their own?

1 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 Omega Point.

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

Do I need the Omega Point MCP server too?

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

Omega Point MCP server setup · This page as Markdown

Put Omega Point’s best workflows in your agent

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

Download RevampKey Connect Omega Point · 1 click

All 3 Omega Point skills

Use the Omega Point connector with AI

Use it when

Tools it uses

Review your Omega Point portfolios and watchlists with AI

Use it when

Tools it uses

Propose a watchlist or portfolio clean-up

Use it when

Tools it uses

Get all 3 without copying a file

How Omega Point skills work

How to install Omega Point skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Omega Point skills FAQ

Put Omega Point’s best workflows in your agent

Skills for related tools