Phoenix by HG Insights agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Phoenix by HG Insights

Connect Phoenix by HG Insights once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Phoenix by HG Insights 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-only15 Phoenix by HG Insights tools

Use Phoenix by HG Insights with AI

Gives your AI assistant a practical guide to Phoenix: confirm the company first, pick the right data family, keep results small, and report gaps honestly. Phoenix is read-only, so lookups never change anything.

Use it when

You have just connected Phoenix and want to know what it can answer.
You need company, contact or web data and want the right tool chosen for the question.
A Phoenix lookup came back empty or blocked and you want to know why.

Tools it uses

company_search
contact_search
contact_enrich
company_firmographic
company_technographic
company_install_time_series
company_spend
company_cloud_spend
company_intent
company_operating_signals
company_contracts
company_fai
company_gov_opportunities
company_gov_relationships
web_search

Example

Using Phoenix, tell me Acme Corp's technology stack and rough annual technology spend. Confirm the company first.

I found three companies named Acme Corp. Before I pull data, which one do you mean? Once you confirm, I'll pull the technographic profile and the estimated technology spend, and label the spend as modeled with its period.

Use in RevampKeyRead the full skill →

Read-only14 Phoenix by HG Insights tools

Build an account research brief with Phoenix

Turns one company name into a short, sourced brief covering what it runs, what it spends, recent signals and where the data is thin. Confirms the company's identity first and never presents modelled figures as exact.

Use it when

You have a sales call with a named company next week
You want to know what a prospect runs in your product category
You need a quick profile of a target account before outreach

Tools it uses

company_search
company_firmographic
company_technographic
company_spend
company_cloud_spend
company_operating_signals
company_install_time_series
company_contracts
company_fai
company_gov_opportunities
company_gov_relationships
web_search
contact_search
contact_enrich

Example

Prepare a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.

Northwind Logistics (northwindlogistics.com), Columbus, OH, logistics and transportation, headcount 1,000 to 4,999. Match confidence: confirmed. Summary: a mid-sized freight operator that runs a cloud data warehouse and has added a second cloud provider in the past year. Estimated spend in data tooling is in the mid band and trending up. One recent install of a competing monitoring product, dated four months ago, makes this a live evaluation window. Gaps: no contract data found; one hiring signal from web search is unverified.

Use in RevampKeyRead the full skill →

Read-only4 Phoenix by HG Insights tools

Scan target accounts for buying intent with AI

Scans a list of target companies in Phoenix for buying intent and recent operating signals, ranks the accounts where intent and timing line up, and flags the noise. It works read-only and does not change any data.

Use it when

You have a target list and need to know which accounts to call first this quarter.
You want to check whether any named accounts have shown research activity or recent change.
You need to tell real timing signals apart from a single high score before planning outreach.

Tools it uses

company_search
company_intent
company_operating_signals
company_install_time_series

Example

Scan these 20 accounts for buying intent in the last 90 days and rank the ones worth calling first.

Of 20 accounts, 18 resolved to the correct entity. Four are tier A: intent in data integration and a matching hiring signal in the same area in the last 60 days. Six are tier B, with intent but no operating signal yet. The remaining eight are tier C, mostly with only signals older than 90 days. Intent indicates research activity, not a confirmed purchase.

Use in RevampKeyRead the full skill →

Read-only7 Phoenix by HG Insights tools

Screen a company's government contracting footprint

Checks whether a company is a realistic public-sector prospect, using its open opportunities, awards and government relationships. It states the evidence level and what public records cannot show, and it does not change any data.

Use it when

Deciding whether a target company is worth pursuing as a government buyer
Checking how recently a prospect has won federal or public-sector work
Screening a list of accounts for public-sector fit before outreach

Tools it uses

company_search
company_gov_opportunities
company_contracts
company_gov_relationships
company_firmographic
contact_search
contact_enrich

Example

Is Acme Analytics a realistic government prospect? Check their recent awards and open opportunities.

Acme Analytics (parent entity, matched on domain) is a plausible public-sector prospect that needs validation. It has 6 awards in the last 24 months across 3 agencies, most recently in March, and 2 open opportunities that match its analytics product. Public records do not show current budget, so the next step is to qualify the open opportunity with the agency.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Phoenix by HG Insights, updates them for you and removes them when you disconnect.

Download RevampKey

How Phoenix by HG Insights skills work

Connect Phoenix by HG Insights
The Phoenix by HG Insights MCP server gives the agent its tools.
Ask in plain words
“Prepare a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.” 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 Phoenix by HG Insights skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Phoenix by HG Insights. 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 a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.”
Download RevampKeyConnect Phoenix by HG Insights · 1 click
Get RevampKey to connect Phoenix by HG Insights
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Phoenix by HG Insights 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-prospect-research buying-intent-scan government-opportunity-screen; do curl -fsSL --create-dirs -o .claude/skills/phoenix-$s/SKILL.md https://revampkey.com/marketplace/phoenix/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Phoenix by HG Insights MCP server in Claude Code.

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

for s in essentials account-prospect-research buying-intent-scan government-opportunity-screen; do
  curl -fsSL --create-dirs -o .claude/skills/phoenix-$s/SKILL.md https://revampkey.com/marketplace/phoenix/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.”

Into the shared .agents/skills folder

Connect the Phoenix by HG Insights MCP server in Cursor.

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

for s in essentials account-prospect-research buying-intent-scan government-opportunity-screen; do
  curl -fsSL --create-dirs -o .agents/skills/phoenix-$s/SKILL.md https://revampkey.com/marketplace/phoenix/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.”

Into the shared .agents/skills folder

Connect the Phoenix by HG Insights MCP server in Codex.

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

for s in essentials account-prospect-research buying-intent-scan government-opportunity-screen; do
  curl -fsSL --create-dirs -o .agents/skills/phoenix-$s/SKILL.md https://revampkey.com/marketplace/phoenix/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.”

Into the shared .agents/skills folder

Connect the Phoenix by HG Insights MCP server in VS Code.

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

for s in essentials account-prospect-research buying-intent-scan government-opportunity-screen; do
  curl -fsSL --create-dirs -o .agents/skills/phoenix-$s/SKILL.md https://revampkey.com/marketplace/phoenix/skills/$s/SKILL.md
done

Ask in plain language, for example “Prepare a research brief on Northwind Logistics before my call on Thursday. I sell a data observability tool.”

RevampKey or copy the files?

In RevampKey

One click when you connect Phoenix by HG Insights
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 Phoenix by HG Insights MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Phoenix by HG Insights skills FAQ

What is a Phoenix by HG Insights agent skill?

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

Do the Phoenix by HG Insights 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 Phoenix by HG Insights.

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 Phoenix by HG Insights; elsewhere you copy the folders into your project or skills directory.

Do I need the Phoenix by HG Insights MCP server too?

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

Phoenix by HG Insights MCP server setup · This page as Markdown

Put Phoenix by HG Insights’s best workflows in your agent

Download RevampKey, connect Phoenix by HG Insights and ask your first question in about a minute.

Download RevampKey Connect Phoenix by HG Insights · 1 click

All 4 Phoenix by HG Insights skills

Use Phoenix by HG Insights with AI

Use it when

Tools it uses

Build an account research brief with Phoenix

Use it when

Tools it uses

Scan target accounts for buying intent with AI

Use it when

Tools it uses

Screen a company's government contracting footprint

Use it when

Tools it uses

Get all 4 without copying a file

How Phoenix by HG Insights skills work

How to install Phoenix by HG Insights skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Phoenix by HG Insights skills FAQ

Put Phoenix by HG Insights’s best workflows in your agent

Skills for related tools