Papermark agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Papermark

Connect Papermark once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Papermark 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 writing11 Papermark tools

Use Papermark safely with your AI assistant

Confirms your team and the right dataroom or document before acting, reads first, and asks for your explicit yes before anything is created, changed or removed.

Use it when

You have just connected Papermark and want to know what the assistant can safely do
You need to find a dataroom or document without picking the wrong team's material
You want to revoke access to a shared document without deleting it by accident

Tools it uses

get_document
get_document_version
add_document_version
get_dataroom
list_dataroom_documents
get_dataroom_folder
attach_dataroom_document
get_link
get_link_analytics
create_link
delete_link

Example

Check which Papermark team I am in, then find the Series B dataroom and tell me who can currently open it, without changing anything.

You are in the Acme Ventures team. I found one dataroom called Series B Diligence with 4 active links. Two links expire next week and one has no expiry. I have made no changes; if you want the no-expiry link revoked, I will show you the exact link first and wait for your yes.

Use in RevampKeyRead the full skill →

Read-only11 Papermark tools

Audit who can access a Papermark dataroom

Reviews the links and visitors on a dataroom, flags stale, unexpired or over-broad access, and reports views per recipient. It reads only and changes no link, asking first before any change.

Use it when

Before a deal closes, to confirm which links are still open
When someone asks who has access to a data room
After a funding round, to find access that should have been revoked

Tools it uses

get_dataroom
list_dataroom_documents
get_dataroom_folder
get_folder
get_document
get_link
get_dataroom_analytics
get_link_analytics
get_visitor
get_view_analytics
get_document_analytics

Example

Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?

The Acme Series B room has 14 documents and 6 links. Two links are open to anyone with the URL and have no expiry, one of them still live after the round closed, so I rated it high. Four named recipients viewed the room this month, 23 views in total, and one link has never been opened. I changed nothing; tell me which links to revoke and I will confirm each one with you first.

Use in RevampKeyRead the full skill →

Asks before writing6 Papermark tools

Build a Papermark dataroom with AI

Builds a new dataroom from your files and recipient list: creates the room and folders, attaches documents, checks the contents against a plan, then issues links. It asks before every change and before any link goes out.

Use it when

You are preparing a data room for an investor, buyer or client
You want one tracked link per recipient in the same room
You have a folder of files and need them organised before sharing

Tools it uses

get_dataroom
create_dataroom
create_dataroom_folder
get_dataroom_folder
attach_dataroom_document
list_dataroom_documents

Example

Set up an 'Acme Series B' dataroom from the PDFs in my Acme folder, with Corporate and Financials sections, and one link for each of the three investors I list.

Here is the plan before I build anything: 2 folders, Corporate (4 files) and Financials (6 files), 10 documents in total. The cap table is in Corporate and should be restricted, so please confirm who should see it. Once you approve, I will create the room, attach the files, check the contents against this list and only then create three per-investor links. Nothing will be sent to anyone; I will hand the links back to you.

Use in RevampKeyRead the full skill →

Read-only6 Papermark tools

Document engagement report

Turns Papermark view analytics into a period report that separates real reviewer engagement from previews and repeat opens, and shows where readers stop. Read-only: it never changes a link or document.

Use it when

A deck or contract was sent and you want to know if the right people actually read it
You need to show how a document performed over a set period
Someone asks where readers drop off in a long document

Tools it uses

get_document
get_link
get_link_analytics
get_document_analytics
get_view_analytics
get_visitor

Example

How did the Series B deck perform in the last 30 days? Who actually read it, and where did people stop?

Over the last 30 days the Series B deck had 46 unique visitors and 118 total views. Of those visits, 19 were reviewer sessions of several minutes, 14 were skimmers under a minute, and 13 were instant single-page previews, likely link scanners. Readers drop off sharply after page 6, the pricing table. Two contacts from the target fund never opened it.

Use in RevampKeyRead the full skill →

Asks before writing10 Papermark tools

Roll out a new document version in Papermark

Replaces an outdated document with a new version while mapping which existing links will show the new content. It asks before adding, re-sharing or retiring anything.

Use it when

A pitch deck or contract has been revised and the old file must be replaced
Recipients need to know a shared document has changed
An old version's links need to be reviewed before retirement

Tools it uses

get_document
get_document_version
get_document_analytics
get_link
get_link_analytics
list_dataroom_documents
get_dataroom
add_document_version
create_link
delete_link

Example

We revised the Series B pitch deck. Swap in the new file, but check who still has the old links first.

The Series B deck is live on 3 links. Two were viewed this week, so I'll keep them pointed at the new version and tell you before touching anything else. I have not added the new version yet; say yes and I will upload it, then verify it is current.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Papermark skills work

Connect Papermark
The Papermark MCP server gives the agent its tools.
Ask in plain words
“Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?” 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 Papermark skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Papermark. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?”
Download RevampKeyConnect Papermark · 1 click
Get RevampKey to connect Papermark
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Papermark is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials dataroom-access-audit dataroom-buildout document-engagement-report document-version-rollout; do curl -fsSL --create-dirs -o .claude/skills/papermark-$s/SKILL.md https://revampkey.com/marketplace/papermark/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Papermark MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials dataroom-access-audit dataroom-buildout document-engagement-report document-version-rollout; do
  curl -fsSL --create-dirs -o .claude/skills/papermark-$s/SKILL.md https://revampkey.com/marketplace/papermark/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?”

Into the shared .agents/skills folder

Connect the Papermark MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials dataroom-access-audit dataroom-buildout document-engagement-report document-version-rollout; do
  curl -fsSL --create-dirs -o .agents/skills/papermark-$s/SKILL.md https://revampkey.com/marketplace/papermark/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?”

Into the shared .agents/skills folder

Connect the Papermark MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials dataroom-access-audit dataroom-buildout document-engagement-report document-version-rollout; do
  curl -fsSL --create-dirs -o .agents/skills/papermark-$s/SKILL.md https://revampkey.com/marketplace/papermark/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?”

Into the shared .agents/skills folder

Connect the Papermark MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials dataroom-access-audit dataroom-buildout document-engagement-report document-version-rollout; do
  curl -fsSL --create-dirs -o .agents/skills/papermark-$s/SKILL.md https://revampkey.com/marketplace/papermark/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit the Acme Series B dataroom: who can still get in, and who has viewed it this month?”

RevampKey or copy the files?

In RevampKey

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

See the command

Papermark skills FAQ

What is a Papermark agent skill?

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

Do the Papermark skills change anything on their own?

2 of the 5 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 Papermark.

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

Do I need the Papermark MCP server too?

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

Papermark MCP server setup · This page as Markdown

Put Papermark’s best workflows in your agent

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

Download RevampKey Connect Papermark · 1 click

All 5 Papermark skills

Use Papermark safely with your AI assistant

Use it when

Tools it uses

Audit who can access a Papermark dataroom

Use it when

Tools it uses

Build a Papermark dataroom with AI

Use it when

Tools it uses

Document engagement report

Use it when

Tools it uses

Roll out a new document version in Papermark

Use it when

Tools it uses

Get all 5 without copying a file

How Papermark skills work

How to install Papermark skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Papermark skills FAQ

Put Papermark’s best workflows in your agent

Skills for related tools