Orion agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Orion

Connect Orion once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Orion 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 writing9 Orion tools

Use Orion and Redtail safely

Guides the assistant to confirm the household or account, pick the right system, and ask before any Redtail write, so client data stays with the right client.

Use it when

Starting any Orion or Redtail task for a client
Deciding whether a question belongs in Orion or Redtail
Drafting a Redtail note or activity before saving it

Tools it uses

orion_connect_search_households
orion_connect_search_accounts
orion_connect_lookup_account_owner
redtail_list_activity_reference_data
redtail_list_opportunity_reference_data
redtail_add_activity
redtail_add_opportunity
redtail_create_note
orion_connect_generate_report_rb3

Example

Pull up the Smith household and draft a note about today's review call, but don't save it yet.

I found two households matching "Smith": one at 14 Elm Road and one at 62 Harbor Lane. Which one is your client? Once you confirm, I'll draft the note for the Elm Road household and show you the text before anything is saved to Redtail.

Use in RevampKeyRead the full skill →

Asks before writing10 Orion tools

Review a client's Redtail CRM record with AI

Checks a client's Redtail contacts, activities and opportunities against recent meetings and promises, flags gaps like undocumented calls and overdue follow-ups, and drafts notes for you to approve. It does not write to Redtail until you say yes.

Use it when

An advisor wants to confirm a client meeting was logged in Redtail
Before a client review, to find overdue follow-ups and stalled opportunities
After a client conversation, to draft CRM notes for approval

Tools it uses

redtail_search_contacts
redtail_get_contact
redtail_search_activities
redtail_search_opportunities
redtail_get_activity
redtail_list_activity_reference_data
redtail_list_opportunity_reference_data
redtail_create_note
redtail_add_activity
redtail_add_opportunity

Example

Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?

I found Dana Whitfield's contact record and read 14 activities since March 3. Your call on March 18 has no matching activity, so I drafted a note for your approval. Two follow-ups are overdue: sending the trust summary (due March 25) and a callback about rebalancing. I have not written anything to Redtail yet.

Use in RevampKeyRead the full skill →

Read-only6 Orion tools

Household account snapshot

Builds a read-only picture of one Orion household: confirms the household, lists its accounts, and pulls current values and owners for a client review. It asks you to choose if several households match and never changes data.

Use it when

Preparing for a client review meeting
Checking what a household holds and who owns each account
Confirming current values before a call with a client

Tools it uses

orion_connect_search_households
orion_connect_lookup_account_owner
orion_connect_get_household_address
orion_connect_list_household_accounts
orion_connect_get_current_value
orion_connect_get_report_parameters

Example

Give me a snapshot of the Patel household ahead of Thursday's review.

I found one Patel household in Orion (Patel, Anita & Raj, Austin). It holds 4 accounts: 3 with current values as of today, totalling $842,310, and one brokerage account with no value returned, which I've marked as not available. Two accounts are owned by Anita, two jointly. Nothing was changed in Orion or Redtail.

Use in RevampKeyRead the full skill →

Read-only5 Orion tools

Generate an Orion report

Finds the right Orion report type and parameters for a household, shows you the accounts and period in scope, and runs it only after you approve. Nothing is generated until you say yes.

Use it when

Preparing a quarterly client report for a household
Running a performance summary before a client review meeting
Checking which accounts a report will include before it runs

Tools it uses

orion_connect_search_households
orion_connect_search_accounts
orion_connect_list_reports
orion_connect_get_report_parameters
orion_connect_generate_report_rb3

Example

Generate a year-to-date performance summary for the Chen household for the client review on Thursday.

I found the Chen household with 3 accounts: two taxable and one IRA. I'd use the performance summary report, year to date through the last month end, covering all 3 accounts. Shall I run it with those settings?

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

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How Orion skills work

Connect Orion
The Orion MCP server gives the agent its tools.
Ask in plain words
“Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?” 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 Orion skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Orion. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?”
Download RevampKeyConnect Orion · 1 click
Get RevampKey to connect Orion
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Orion is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-crm-activity-review household-account-snapshot report-generation-from-orion; do curl -fsSL --create-dirs -o .claude/skills/orion-advisor-solutions-$s/SKILL.md https://revampkey.com/marketplace/orion-advisor-solutions/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Orion MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials client-crm-activity-review household-account-snapshot report-generation-from-orion; do
  curl -fsSL --create-dirs -o .claude/skills/orion-advisor-solutions-$s/SKILL.md https://revampkey.com/marketplace/orion-advisor-solutions/skills/$s/SKILL.md
done

Ask in plain language, for example “Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?”

Into the shared .agents/skills folder

Connect the Orion MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials client-crm-activity-review household-account-snapshot report-generation-from-orion; do
  curl -fsSL --create-dirs -o .agents/skills/orion-advisor-solutions-$s/SKILL.md https://revampkey.com/marketplace/orion-advisor-solutions/skills/$s/SKILL.md
done

Ask in plain language, for example “Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?”

Into the shared .agents/skills folder

Connect the Orion MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials client-crm-activity-review household-account-snapshot report-generation-from-orion; do
  curl -fsSL --create-dirs -o .agents/skills/orion-advisor-solutions-$s/SKILL.md https://revampkey.com/marketplace/orion-advisor-solutions/skills/$s/SKILL.md
done

Ask in plain language, for example “Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?”

Into the shared .agents/skills folder

Connect the Orion MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials client-crm-activity-review household-account-snapshot report-generation-from-orion; do
  curl -fsSL --create-dirs -o .agents/skills/orion-advisor-solutions-$s/SKILL.md https://revampkey.com/marketplace/orion-advisor-solutions/skills/$s/SKILL.md
done

Ask in plain language, for example “Review Dana Whitfield's Redtail record since our March review. Did we log the call where she asked about the trust distribution, and are any follow-ups overdue?”

RevampKey or copy the files?

In RevampKey

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

See the command

Orion skills FAQ

What is a Orion agent skill?

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

Do the Orion skills change anything on their own?

2 of the 4 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 Orion.

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

Do I need the Orion MCP server too?

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

Orion MCP server setup · This page as Markdown

Put Orion’s best workflows in your agent

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

Download RevampKey Connect Orion · 1 click

All 4 Orion skills

Use Orion and Redtail safely

Use it when

Tools it uses

Review a client's Redtail CRM record with AI

Use it when

Tools it uses

Household account snapshot

Use it when

Tools it uses

Generate an Orion report

Use it when

Tools it uses

Get all 4 without copying a file

How Orion skills work

How to install Orion skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Orion skills FAQ

Put Orion’s best workflows in your agent

Skills for related tools