Outreach agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Outreach

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

All 4 Outreach 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-only4 Outreach tools

Use the Outreach connector safely

Sets the working habits for Outreach: confirm the organisation and user, pick exact lookup or search, keep results small, and ask before any change. It never writes without your explicit approval.

Use it when

You are starting work in Outreach and want the agent to check which org and user it is querying first.
A search returns several people or accounts with the same name and you need to pick the right one.
You want to know why a record is missing: no match, or the seat lacks access.

Tools it uses

sequence_search_by_name
user_search_by_nam
emails_search
fetch_kaia_meetings

Example

Find the prospect Priya Natarajan at Halden Logistics in Outreach and tell me her latest sequence status.

I'm working in the Halden Outreach instance, signed in as you. Two prospects are named Priya Natarajan, so I need one detail to pick the right one: the company or the email domain. Once you confirm, I'll pull her current sequence status. I won't change anything in Outreach without your explicit yes.

Use in RevampKeyRead the full skill →

Read-only11 Outreach tools

Build an account research brief in Outreach

Builds a one-page pre-call brief on a single account, covering its contacts, open opportunities and recent meetings. It only reads data and never changes records without your explicit approval.

Use it when

You have a discovery call with a company in an hour and need the context
You want to know who at an account is already in a sequence before you reach out
You are taking over an account and need to see what is already in motion

Tools it uses

account_search_by_name
account_get_by_id
account_search_by_ext_id
prospect_search_by_name
opportunity_search_by_name
opportunity_get_by_id
sequence_search_by_name
fetch_kaia_meetings
emails_search
user_search_by_nam
user_get_by_id

Example

Prepare me a brief on Northwind Logistics before my call tomorrow.

Northwind Logistics matched one account. Two open opportunities are active, one in negotiation with a close date next month. Your colleague Priya owns the larger one. The VP of Operations is mid-sequence, and the last recorded meeting was three weeks ago. I'd open by referencing that meeting and ask about the renewal timeline, which is not recorded yet.

Use in RevampKeyRead the full skill →

Read-only9 Outreach tools

Review meeting follow-up in Outreach with AI

Pulls a recorded meeting and related emails, lists the commitments made on the call with their owners and status, and links them to the right prospect, sequence or opportunity. Read-only; asks before changing anything.

Use it when

A rep asks what came out of yesterday's call with a prospect
A manager wants to know whether promised follow-ups were sent
Someone needs next steps from a meeting before writing a recap

Tools it uses

fetch_kaia_meetings
prospect_search_by_name
prospect_search_by_ext_id
account_search_by_name
account_search_by_ext_id
emails_search
sequence_search_by_name
opportunity_search_by_name
opportunity_get_by_id

Example

What came out of my call with Dana at Northwind yesterday, and did we send what we promised?

Your call with Dana Ruiz at Northwind on Tuesday produced 3 commitments. Sent: the security questionnaire (Wed, 10:14). Open: the pricing for 200 seats, promised by Friday, no email found yet. Overdue: the intro to their CTO, due last week, no evidence of it being booked. One risk: a sequence step is still scheduled for Thursday, even though she asked for a pause on the call.

Use in RevampKeyRead the full skill →

Read-only9 Outreach tools

Audit prospect contacts in Outreach

Checks the prospects attached to your accounts or sequences for duplicates, missing external ids and ownership gaps, and returns a cleanup list. It proposes fixes and asks before changing any record.

Use it when

Before a quarterly CRM clean-up, to find duplicate prospects
When a departed rep's contacts need reassigning
When a sequence's prospects are missing external ids after a sync problem

Tools it uses

account_search_by_name
account_search_by_ext_id
account_get_by_id
sequence_search_by_name
prospect_search_by_name
prospect_search_by_ext_id
prospect_get_by_id
user_get_by_id
user_search_by_nam

Example

Check the prospects in our Northwind expansion sequence for duplicates and missing owners, and list what needs fixing.

I checked 96 prospects in the Northwind expansion sequence. 7 look like duplicates, 11 have no external id, 9 are owned by a rep who is no longer active, and the other 69 have no problems I can see. I have not changed anything; tell me which duplicates to merge and who should take the orphaned contacts.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Outreach skills work

Connect Outreach
The Outreach MCP server gives the agent its tools.
Ask in plain words
“Prepare me a brief on Northwind Logistics before my call tomorrow.” 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 Outreach skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Outreach. 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 “Prepare me a brief on Northwind Logistics before my call tomorrow.”
Download RevampKeyConnect Outreach · 1 click
Get RevampKey to connect Outreach
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Outreach is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials account-research-brief meeting-follow-up-review prospect-contact-audit; do curl -fsSL --create-dirs -o .claude/skills/outreach-$s/SKILL.md https://revampkey.com/marketplace/outreach/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Outreach MCP server in Claude Code.

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

for s in essentials account-research-brief meeting-follow-up-review prospect-contact-audit; do
  curl -fsSL --create-dirs -o .claude/skills/outreach-$s/SKILL.md https://revampkey.com/marketplace/outreach/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare me a brief on Northwind Logistics before my call tomorrow.”

Into the shared .agents/skills folder

Connect the Outreach MCP server in Cursor.

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

for s in essentials account-research-brief meeting-follow-up-review prospect-contact-audit; do
  curl -fsSL --create-dirs -o .agents/skills/outreach-$s/SKILL.md https://revampkey.com/marketplace/outreach/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare me a brief on Northwind Logistics before my call tomorrow.”

Into the shared .agents/skills folder

Connect the Outreach MCP server in Codex.

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

for s in essentials account-research-brief meeting-follow-up-review prospect-contact-audit; do
  curl -fsSL --create-dirs -o .agents/skills/outreach-$s/SKILL.md https://revampkey.com/marketplace/outreach/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare me a brief on Northwind Logistics before my call tomorrow.”

Into the shared .agents/skills folder

Connect the Outreach MCP server in VS Code.

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

for s in essentials account-research-brief meeting-follow-up-review prospect-contact-audit; do
  curl -fsSL --create-dirs -o .agents/skills/outreach-$s/SKILL.md https://revampkey.com/marketplace/outreach/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare me a brief on Northwind Logistics before my call tomorrow.”

RevampKey or copy the files?

In RevampKey

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

See the command

Outreach skills FAQ

What is a Outreach agent skill?

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

Do the Outreach skills change anything on their own?

4 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 Outreach.

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

Do I need the Outreach MCP server too?

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

Outreach MCP server setup · This page as Markdown

Put Outreach’s best workflows in your agent

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

Download RevampKey Connect Outreach · 1 click

All 4 Outreach skills

Use the Outreach connector safely

Use it when

Tools it uses

Build an account research brief in Outreach

Use it when

Tools it uses

Review meeting follow-up in Outreach with AI

Use it when

Tools it uses

Audit prospect contacts in Outreach

Use it when

Tools it uses

Get all 4 without copying a file

How Outreach skills work

How to install Outreach skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Outreach skills FAQ

Put Outreach’s best workflows in your agent

Skills for related tools