PaperOffice agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect PaperOffice

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

All 4 PaperOffice 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 writing16 PaperOffice tools

Use PaperOffice in your AI chat, safely

Connects your AI assistant to PaperOffice and explains which tool group fits each question. It confirms the account and workspace first and asks before changing any document, retention setting or workspace.

Use it when

You have just connected PaperOffice and want to start with the right account and workspace.
You are not sure whether to use the analytics, BI or document tools for a question.
PaperOffice returned a sign-in or permission error and you need to know what to do next.

Tools it uses

po_compliance_activate_worm
po_analytics_due_dates_get
po_analytics_contacts_financial_get
po_analytics_user_activity_get
po_analytics_document_activity_get
po_analytics_audit_center_get
po_analytics_heatmap_get
po_analytics_overview_get
po_analytics_trends_get
po_analytics_distribution_get
po_analytics_contacts_stats_get
po_analytics_meta_fields_get
po_anonymization_pii_detect
po_anonymization_anonymize
po_anonymization_redaction_apply
po_aiocr_analyze

Example

Before we start, confirm which PaperOffice workspace you're pointing at, then show me overdue receivables for the last quarter.

The active workspace is 'Northwind GmbH - Main'. Before I pull figures, can you confirm that's the right one? Once you do, I'll use the overdue financial summary for the last quarter, which covers 214 open invoices, and give you the total with the source and cut-off date stated.

Use in RevampKeyRead the full skill →

Read-only4 PaperOffice tools

Audit document activity in PaperOffice with AI

Reviews who opened or changed which documents and when, flags unusual patterns and gaps in coverage, and separates real concerns from normal busy periods. Read-only; it never changes access rights.

Use it when

A compliance review needs to know who accessed a set of contracts last quarter.
You want to see whether anyone is working outside normal hours on sensitive folders.
You need to find documents that nobody has touched in the audit period.

Tools it uses

po_analytics_audit_center_get
po_analytics_user_activity_get
po_analytics_document_activity_get
po_analytics_heatmap_get

Example

Who accessed the contract folder in March, and is anything unusual?

Confirmed scope: workspace Legal, 1 to 31 March. Activity across 14 contracts by 6 users. Five events fall between 23:00 and 01:00, all by one user, on the same three documents. That is a pattern worth a human check, not yet a concern: the same user accesses those files every Thursday, which may match a routine. No access recorded for two contract templates in the period, which may mean they are unused.

Use in RevampKeyRead the full skill →

Read-only7 PaperOffice tools

Review overdue receivables and payables

Ranks overdue receivables and payables by amount and age, names the contacts behind most of the exposure, and flags what needs a decision. It only reads your data and never records a payment or sends a reminder without asking first.

Use it when

You want to know which customers owe you the most and for how long
You need a priority list of supplier bills due or already overdue
You are preparing a cash position or a collections meeting

Tools it uses

po_analytics_meta_fields_get
po_analytics_financial_summary_get
po_analytics_financial_overdue_get
po_analytics_due_dates_get
po_analytics_financial_flow_get
po_analytics_contacts_financial_get
po_analytics_contacts_stats_get

Example

Which customers have the largest overdue balances, and how old are they?

As of today, 412,000 EUR is open and 96,000 EUR is overdue, about 23%. Of the overdue amount, 58,000 EUR is more than 45 days late. Three contacts hold 71% of it, led by Nordlicht GmbH with 38,000 EUR, the oldest item 74 days past due. I have not recorded any payments or reminders; tell me if you want a reminder draft for Nordlicht.

Use in RevampKeyRead the full skill →

Read-only1 PaperOffice tools

Check AI OCR extraction before you use the data

Reviews the output of PaperOffice AI OCR against the source document, focusing on amounts, dates and identifiers where a misread does real harm. It tells you which values can be used and which need a person to confirm.

Use it when

A scanned invoice was extracted and you need to know if the totals can be paid
You want to know which fields from a receipt or contract are safe to trust without review
OCR results look plausible but you suspect a digit or date was misread

Tools it uses

po_aiocr_analyze

Example

Check the OCR extraction for invoice INV-2291 and tell me which values I can use without opening the scan.

Verdict: usable after two checks. The line amounts sum to the subtotal and the total is consistent with the 19% VAT, so the arithmetic holds. Two values need confirming against the source: the IBAN, where the engine was unsure between O and 0, and the due date, which reads 04/03/2025 and may be a day-month swap. The supplier name and line descriptions can be sampled.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How PaperOffice skills work

Connect PaperOffice
The PaperOffice MCP server gives the agent its tools.
Ask in plain words
“Who accessed the contract folder in March, and is anything unusual?” 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 PaperOffice skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect PaperOffice. 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 “Who accessed the contract folder in March, and is anything unusual?”
Download RevampKeyConnect PaperOffice · 1 click
Get RevampKey to connect PaperOffice
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and PaperOffice is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials document-activity-audit financial-overdue-review ocr-extraction-qa; do curl -fsSL --create-dirs -o .claude/skills/paperoffice-$s/SKILL.md https://revampkey.com/marketplace/paperoffice/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the PaperOffice MCP server in Claude Code.

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

for s in essentials document-activity-audit financial-overdue-review ocr-extraction-qa; do
  curl -fsSL --create-dirs -o .claude/skills/paperoffice-$s/SKILL.md https://revampkey.com/marketplace/paperoffice/skills/$s/SKILL.md
done

Ask in plain language, for example “Who accessed the contract folder in March, and is anything unusual?”

Into the shared .agents/skills folder

Connect the PaperOffice MCP server in Cursor.

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

for s in essentials document-activity-audit financial-overdue-review ocr-extraction-qa; do
  curl -fsSL --create-dirs -o .agents/skills/paperoffice-$s/SKILL.md https://revampkey.com/marketplace/paperoffice/skills/$s/SKILL.md
done

Ask in plain language, for example “Who accessed the contract folder in March, and is anything unusual?”

Into the shared .agents/skills folder

Connect the PaperOffice MCP server in Codex.

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

for s in essentials document-activity-audit financial-overdue-review ocr-extraction-qa; do
  curl -fsSL --create-dirs -o .agents/skills/paperoffice-$s/SKILL.md https://revampkey.com/marketplace/paperoffice/skills/$s/SKILL.md
done

Ask in plain language, for example “Who accessed the contract folder in March, and is anything unusual?”

Into the shared .agents/skills folder

Connect the PaperOffice MCP server in VS Code.

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

for s in essentials document-activity-audit financial-overdue-review ocr-extraction-qa; do
  curl -fsSL --create-dirs -o .agents/skills/paperoffice-$s/SKILL.md https://revampkey.com/marketplace/paperoffice/skills/$s/SKILL.md
done

Ask in plain language, for example “Who accessed the contract folder in March, and is anything unusual?”

RevampKey or copy the files?

In RevampKey

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

See the command

PaperOffice skills FAQ

What is a PaperOffice agent skill?

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

Do the PaperOffice skills change anything on their own?

3 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 PaperOffice.

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

Do I need the PaperOffice MCP server too?

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

PaperOffice MCP server setup · This page as Markdown

Put PaperOffice’s best workflows in your agent

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

Download RevampKey Connect PaperOffice · 1 click

All 4 PaperOffice skills

Use PaperOffice in your AI chat, safely

Use it when

Tools it uses

Audit document activity in PaperOffice with AI

Use it when

Tools it uses

Review overdue receivables and payables

Use it when

Tools it uses

Check AI OCR extraction before you use the data

Use it when

Tools it uses

Get all 4 without copying a file

How PaperOffice skills work

How to install PaperOffice skills

RevampKey or copy the files?

In RevampKey

Copy into your project

PaperOffice skills FAQ

Put PaperOffice’s best workflows in your agent

Skills for related tools