Ontra agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Ontra

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

All 3 Ontra 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-only5 Ontra tools

Use the Ontra connector safely with AI

Sets up how an AI assistant works with your Ontra data: it confirms which account and region you are on, picks the right Atlas tool for each question, keeps searches small, and asks before any change.

Use it when

You have just connected Ontra and want to query it safely
Your answers look wrong and you suspect the wrong account or region
You need to switch between Ontra accounts without mixing up data

Tools it uses

atlas_list_accounts
atlas_search
atlas_get
atlas_discover
system_info

Example

Which Ontra account are you querying, and can you find the entity named Harbor Logistics?

I'm querying the AB Staging account on the US region, which you confirmed. I found one entity matching Harbor Logistics and read its details. I didn't check the other account you have access to.

Use in RevampKeyRead the full skill →

Read-only3 Ontra tools

Map what data your Ontra Atlas account exposes

Maps the objects and fields available in your Ontra Atlas account so you know what you can ask before you ask it. It confirms the account and region first and asks before switching accounts.

Use it when

You are new to Ontra and want to know what data your account holds
A colleague asks which fields exist before you build a report
You suspect an object is missing and want to check what this account can access

Tools it uses

atlas_list_accounts
system_info
atlas_discover

Example

What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.

Your account is AB Staging, US region, which is labelled as a test environment. The core objects are Entities, Documents and Obligations. Entities links to Documents through a fund reference field. Reference lists for entity types and statuses are also available. Two objects you may expect, Investor Commitments and Capital Calls, did not appear, so they may sit in the other account or be restricted to another role.

Use in RevampKeyRead the full skill →

Read-only2 Ontra tools

Look up Atlas entity records with AI

Finds a specific entity in Ontra Atlas from a name or identifier, confirms the account first, and summarises the matching record. It asks you to choose when several records could match.

Use it when

Finding a company or entity by name or identifier in Atlas
Checking whether a particular record is set up and what is missing
Pulling a short summary of one entity before a review call

Tools it uses

atlas_list_accounts
atlas_get

Example

Find Northwind Holdings in Atlas and tell me its status and registration number.

Searching AB Staging for Northwind Holdings. I found one exact match, record NW-20417, status active. Registration number 12345678, incorporated in Delaware. Two other records contain 'Northwind' but have different names, so I have not included them unless you want them checked.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

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

Download RevampKey

How Ontra skills work

Connect Ontra
The Ontra MCP server gives the agent its tools.
Ask in plain words
“What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.” 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 Ontra skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Ontra. 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 “What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.”
Download RevampKeyConnect Ontra · 1 click
Get RevampKey to connect Ontra
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Ontra is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials atlas-data-discovery atlas-entity-lookup; do curl -fsSL --create-dirs -o .claude/skills/ontra-$s/SKILL.md https://revampkey.com/marketplace/ontra/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Ontra MCP server in Claude Code.

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

for s in essentials atlas-data-discovery atlas-entity-lookup; do
  curl -fsSL --create-dirs -o .claude/skills/ontra-$s/SKILL.md https://revampkey.com/marketplace/ontra/skills/$s/SKILL.md
done

Ask in plain language, for example “What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.”

Into the shared .agents/skills folder

Connect the Ontra MCP server in Cursor.

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

for s in essentials atlas-data-discovery atlas-entity-lookup; do
  curl -fsSL --create-dirs -o .agents/skills/ontra-$s/SKILL.md https://revampkey.com/marketplace/ontra/skills/$s/SKILL.md
done

Ask in plain language, for example “What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.”

Into the shared .agents/skills folder

Connect the Ontra MCP server in Codex.

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

for s in essentials atlas-data-discovery atlas-entity-lookup; do
  curl -fsSL --create-dirs -o .agents/skills/ontra-$s/SKILL.md https://revampkey.com/marketplace/ontra/skills/$s/SKILL.md
done

Ask in plain language, for example “What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.”

Into the shared .agents/skills folder

Connect the Ontra MCP server in VS Code.

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

for s in essentials atlas-data-discovery atlas-entity-lookup; do
  curl -fsSL --create-dirs -o .agents/skills/ontra-$s/SKILL.md https://revampkey.com/marketplace/ontra/skills/$s/SKILL.md
done

Ask in plain language, for example “What data can I query in my Ontra Atlas account? Give me a map of the main objects and how they connect.”

RevampKey or copy the files?

In RevampKey

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

See the command

Ontra skills FAQ

What is a Ontra agent skill?

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

Do the Ontra 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 Ontra.

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

Do I need the Ontra MCP server too?

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

Ontra MCP server setup · This page as Markdown

Put Ontra’s best workflows in your agent

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

Download RevampKey Connect Ontra · 1 click

All 3 Ontra skills

Use the Ontra connector safely with AI

Use it when

Tools it uses

Map what data your Ontra Atlas account exposes

Use it when

Tools it uses

Look up Atlas entity records with AI

Use it when

Tools it uses

Get all 3 without copying a file

How Ontra skills work

How to install Ontra skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Ontra skills FAQ

Put Ontra’s best workflows in your agent

Skills for related tools