# Orion agent skills for Claude Code, Cursor and RevampKey

> Ready-made Orion playbooks for AI agents: review a client's Redtail CRM record with AI, household account snapshot, generate an Orion report. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Orion and Redtail safely](https://revampkey.com/marketplace/orion-advisor-solutions/skills/essentials.md): 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.
- [Review a client's Redtail CRM record with AI](https://revampkey.com/marketplace/orion-advisor-solutions/skills/client-crm-activity-review.md): 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.
- [Household account snapshot](https://revampkey.com/marketplace/orion-advisor-solutions/skills/household-account-snapshot.md): 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.
- [Generate an Orion report](https://revampkey.com/marketplace/orion-advisor-solutions/skills/report-generation-from-orion.md): 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.

## Install

- RevampKey: connect Orion at https://revampkey.com/marketplace/orion-advisor-solutions; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/orion-advisor-solutions.md