# PaperOffice agent skills for Claude Code, Cursor and RevampKey

> Ready-made PaperOffice playbooks for AI agents: audit document activity in PaperOffice with AI, review overdue receivables and payables, check AI OCR extraction before you use the data. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use PaperOffice in your AI chat, safely](https://revampkey.com/marketplace/paperoffice/skills/essentials.md): 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.
- [Audit document activity in PaperOffice with AI](https://revampkey.com/marketplace/paperoffice/skills/document-activity-audit.md): 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.
- [Review overdue receivables and payables](https://revampkey.com/marketplace/paperoffice/skills/financial-overdue-review.md): 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.
- [Check AI OCR extraction before you use the data](https://revampkey.com/marketplace/paperoffice/skills/ocr-extraction-qa.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/paperoffice.md