Payhawk agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Payhawk

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

All 4 Payhawk 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 Payhawk tools

Use Payhawk safely with AI

Sets the company scope, picks the right Payhawk tool for each expense, card, budget or PayQL question, and asks before any change to spend, cards or approvals.

Use it when

You have just connected Payhawk and want to know what the assistant can and cannot change.
You need to switch between expense reports, individual expenses and budgets without mixing them up.
A Payhawk lookup returned a permission error or a long job and you want to know what to do next.

Tools it uses

get_expense_report
get_expense_approval_status
approve_or_return
get_payql_catalog
execute_payql_query_async
get_job_status
get_agent_job_status
get_playbook
draft_playbook
get_fx_rate
complete_expense_review
confirm_expense_subscription
create_card_request
create_expense
dispatch_widget_action
add_comment

Example

Connect to Payhawk and show me the pending expense approvals for our UK entity this month, but do not approve anything yet.

Confirming first: the UK entity, March 2025, reporting in GBP. I found 42 pending approvals in that period and reviewed the first 40, with 2 still to fetch. Nothing has been approved or returned. Tell me which ones to act on and I will list the exact changes for your explicit yes.

Use in RevampKeyRead the full skill →

Read-only7 Payhawk tools

Budget vs actual variance report for Payhawk

Compares Payhawk budgets with actual spend for a chosen period, flags categories over or under plan, and explains the largest variances from the expense evidence. It is read-only and changes no budgets or expenses.

Use it when

A finance lead asks which teams are over budget this quarter
Month-end review of spend against plan by category
Investigating why a department's card spend is above its budget

Tools it uses

budgets
get_expense_category
get_expense
get_expense_report
get_fx_rate
get_merchant
get_expense_approval_status

Example

Show me budget vs actual for Q2 by department and explain the three biggest overruns.

Q2 total spend is 186,400 against a budget of 170,000, a variance of +16,400 (+9.6%). Marketing is the largest overrun at +7,800: 4,200 of it is a single agency invoice dated 2 June, which belongs to a Q2 retainer, so it is timing rather than overspend. Operations is +5,100, mostly volume across 64 small expenses, which suggests the budget was set too low. Sales is +3,500 and 3,000 of that is an FX effect from a EUR budget against GBP card spend. Pending approvals of 4,300 are included and marked provisional.

Use in RevampKeyRead the full skill →

Asks before writing9 Payhawk tools

Review Payhawk card requests with AI

Reviews pending card requests against budget, policy and the cardholder's details, then prepares a recommendation for the approver. It asks before creating or changing any card.

Use it when

A new team member has requested a company card and the approver needs a check against budget first
Several card requests are waiting and you want them sorted by fit before the weekly review
A card request has a limit that looks high and you need to see whether the budget covers it

Tools it uses

get_card_request
get_fund_account
get_card
get_merchant
get_expense_category
budgets
get_expense_report
get_fx_rate
create_card_request

Example

Review the three pending card requests for the Marketing company and tell me which I can approve.

Three requests reviewed. Anna Lee (€2,000, Q3): approve, the Q3 software budget has €5,400 headroom. Tom Ortiz (€5,000, Q3): approve with conditions, reduce to €3,000 to fit the events budget. Priya Shah (€1,500): return, the purpose is blank and she already holds an active card. Nothing has been created or changed; the approver decides.

Use in RevampKeyRead the full skill →

Asks before writing8 Payhawk tools

Triage your Payhawk expense approval queue with AI

Works through the pending expense approvals in Payhawk, sorts them by risk and age, and drafts approve, return or hold recommendations. It prepares decisions for you and does not approve or return anything without your explicit yes.

Use it when

Clearing the approval queue before a payment run
Finding the expenses that need a human decision today
Checking which pending claims are duplicates, split purchases or missing receipts

Tools it uses

get_expense_approval_status
get_expense
get_expense_category
get_fx_rate
get_merchant
approve_or_return
add_comment
complete_expense_review

Example

What's in my Payhawk approval queue today, and which ones are safe to approve?

You have 24 items pending. I recommend approving 15 routine claims, returning 5 with missing receipts or wrong categories, and holding 4 for review. The top hold is a €1,840 hotel charge that looks like a duplicate of a claim from the 3rd, dated two days apart. Nothing has been approved yet; say the word for each batch.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Payhawk skills work

Connect Payhawk
The Payhawk MCP server gives the agent its tools.
Ask in plain words
“Show me budget vs actual for Q2 by department and explain the three biggest overruns.” 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 Payhawk skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Payhawk. 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 “Show me budget vs actual for Q2 by department and explain the three biggest overruns.”
Download RevampKeyConnect Payhawk · 1 click
Get RevampKey to connect Payhawk
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Payhawk is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials budget-spend-variance-report card-request-review expense-approval-queue-triage; do curl -fsSL --create-dirs -o .claude/skills/payhawk-$s/SKILL.md https://revampkey.com/marketplace/payhawk/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Payhawk MCP server in Claude Code.

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

for s in essentials budget-spend-variance-report card-request-review expense-approval-queue-triage; do
  curl -fsSL --create-dirs -o .claude/skills/payhawk-$s/SKILL.md https://revampkey.com/marketplace/payhawk/skills/$s/SKILL.md
done

Ask in plain language, for example “Show me budget vs actual for Q2 by department and explain the three biggest overruns.”

Into the shared .agents/skills folder

Connect the Payhawk MCP server in Cursor.

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

for s in essentials budget-spend-variance-report card-request-review expense-approval-queue-triage; do
  curl -fsSL --create-dirs -o .agents/skills/payhawk-$s/SKILL.md https://revampkey.com/marketplace/payhawk/skills/$s/SKILL.md
done

Ask in plain language, for example “Show me budget vs actual for Q2 by department and explain the three biggest overruns.”

Into the shared .agents/skills folder

Connect the Payhawk MCP server in Codex.

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

for s in essentials budget-spend-variance-report card-request-review expense-approval-queue-triage; do
  curl -fsSL --create-dirs -o .agents/skills/payhawk-$s/SKILL.md https://revampkey.com/marketplace/payhawk/skills/$s/SKILL.md
done

Ask in plain language, for example “Show me budget vs actual for Q2 by department and explain the three biggest overruns.”

Into the shared .agents/skills folder

Connect the Payhawk MCP server in VS Code.

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

for s in essentials budget-spend-variance-report card-request-review expense-approval-queue-triage; do
  curl -fsSL --create-dirs -o .agents/skills/payhawk-$s/SKILL.md https://revampkey.com/marketplace/payhawk/skills/$s/SKILL.md
done

Ask in plain language, for example “Show me budget vs actual for Q2 by department and explain the three biggest overruns.”

RevampKey or copy the files?

In RevampKey

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

See the command

Payhawk skills FAQ

What is a Payhawk agent skill?

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

Do the Payhawk skills change anything on their own?

1 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 Payhawk.

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

Do I need the Payhawk MCP server too?

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

Payhawk MCP server setup · This page as Markdown

Put Payhawk’s best workflows in your agent

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

Download RevampKey Connect Payhawk · 1 click

All 4 Payhawk skills

Use Payhawk safely with AI

Use it when

Tools it uses

Budget vs actual variance report for Payhawk

Use it when

Tools it uses

Review Payhawk card requests with AI

Use it when

Tools it uses

Triage your Payhawk expense approval queue with AI

Use it when

Tools it uses

Get all 4 without copying a file

How Payhawk skills work

How to install Payhawk skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Payhawk skills FAQ

Put Payhawk’s best workflows in your agent

Skills for related tools