Planning Center agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Planning Center

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

All 5 Planning Center 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 writing24 Planning Center tools

Use Planning Center with AI, safely

Shows how to confirm your organization and authorized products, choose the right Planning Center data, keep searches narrow and get your approval before any change. It asks before writing anything.

Use it when

You have just connected Planning Center and want to check it works.
An AI answer is missing data or shows a permission or authorization error.
You want to look up people or groups without pulling more church data than you need.

Tools it uses

people_current_organization
people_search
people_households
people_field_data
people_field_definitions
people_tabs
people_church_campuses
people_notes
people_note_categories
people_background_checks
people_lists
people_list_results
people_forms
people_form_fields
people_form_submissions
people_workflow_categories
people_workflow_cards
groups_search
groups_group_types
groups_events
groups_event_attendances
groups_memberships
people_form_submissions_create
people_notes_create

Example

Using Planning Center, confirm which organization I am connected to and how many people are in it.

You are connected to Riverside Community Church. Products available: People and Groups. I counted people with a single search filtered to active records, and the first page shows 50 of 412. Forms were not authorized during sign-in, so I have not checked registrations. Nothing was changed.

Use in RevampKeyRead the full skill →

Asks before writing9 Planning Center tools

Summarise event registrations in Planning Center with AI

Counts completed and incomplete sign-ups for an event such as VBS, flags duplicates and unusual entries, and makes no changes to your records.

Use it when

Before VBS, to see how many children are registered so far
When a retreat sign-up closes and you need the final headcount
When you want to chase families whose registration is missing a required field

Tools it uses

people_forms
people_form_fields
people_form_submissions
people_search
people_households
people_notes
people_workflow_cards
people_form_submissions_create
people_notes_create

Example

How many people have registered for VBS this summer, and how many of those forms are incomplete?

VBS 2025 (registration form, 1 June to 30 June): 118 entries from 104 unique people. 96 are complete, 22 are incomplete (14 missing a guardian phone number, 8 missing the consent answer), and 6 need a look because the child's age is outside the programme range.

Use in RevampKeyRead the full skill →

Read-only8 Planning Center tools

First-time visitor follow-up with AI

Finds recent first-time guests in your Planning Center people records, checks their notes, workflow cards and households, and drafts a follow-up list. It reads data only and asks before logging any follow-up.

Use it when

A new Sunday visitor list is needed for the welcome team.
You want to confirm which guests have no follow-up recorded yet.
You are checking whether a family was already contacted through another member.

Tools it uses

people_search
people_lists
people_notes
people_workflow_cards
people_workflow_categories
people_households
people_background_checks
people_field_data

Example

Who visited for the first time this month, and which of them still need a follow-up?

There are 12 first-time guests this month. Nine have no follow-up recorded, two are already in a contacting workflow card, and one asked not to be contacted by phone. I have drafted a welcome message for the nine and left the restricted guest off the list. I have not logged anything yet.

Use in RevampKeyRead the full skill →

Read-only11 Planning Center tools

Audit your Planning Center people data with AI

Finds likely duplicate people, missing household links and empty required fields in your Planning Center database, and produces a cleanup list. It only reads data and changes nothing until you approve.

Use it when

You want to find duplicate records before a big mailing or check-in season
Households look wrong and you need a list to review
You are checking whether required fields are being filled in

Tools it uses

people_current_organization
people_church_campuses
people_lists
people_list_results
people_search
people_households
people_form_submissions
people_field_data
people_field_definitions
people_workflow_cards
people_notes

Example

Using Planning Center, audit the people in my Volunteers list for likely duplicates and missing household links, and give me a cleanup list.

Organisation confirmed as Riverside Community Church. Slice audited: Volunteers list, 212 records. Likely duplicates: 6 pairs, mostly matched on shared email plus name. Missing household links: 9. Required 'Emergency contact' empty on 4 records. Nothing has been changed; tell me which items to action.

Use in RevampKeyRead the full skill →

Read-only7 Planning Center tools

Find volunteer and attendance gaps in Planning Center with AI

Finds upcoming services and group events where confirmations or attendance are still missing, and lists who to contact. It only reads data and never changes a roster or sends a message without asking.

Use it when

Before a Sunday service, to see which teams are still short
When a group meeting has no attendance recorded
To work out who to chase for confirmations this week

Tools it uses

people_current_organization
groups_events
groups_search
groups_event_attendances
groups_group_types
groups_memberships
people_search

Example

Who hasn't confirmed for this Sunday's worship team yet, and who should I contact first?

This Sunday's 9:00 worship team has 6 expected and 4 confirmed, with 2 unconfirmed. Contact Maria first, since she has served every week this month, then Jordan. The 11:00 greeters event has no confirmations recorded yet, so it may not have been set up for sign-up rather than being empty.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Planning Center skills work

Connect Planning Center
The Planning Center MCP server gives the agent its tools.
Ask in plain words
“How many people have registered for VBS this summer, and how many of those forms are incomplete?” 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 Planning Center skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Planning Center. 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 “How many people have registered for VBS this summer, and how many of those forms are incomplete?”
Download RevampKeyConnect Planning Center · 1 click
Get RevampKey to connect Planning Center
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Planning Center is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials event-registration-summary first-time-visitor-follow-up people-data-hygiene-audit volunteer-gap-check; do curl -fsSL --create-dirs -o .claude/skills/planning-center-$s/SKILL.md https://revampkey.com/marketplace/planning-center/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Planning Center MCP server in Claude Code.

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

for s in essentials event-registration-summary first-time-visitor-follow-up people-data-hygiene-audit volunteer-gap-check; do
  curl -fsSL --create-dirs -o .claude/skills/planning-center-$s/SKILL.md https://revampkey.com/marketplace/planning-center/skills/$s/SKILL.md
done

Ask in plain language, for example “How many people have registered for VBS this summer, and how many of those forms are incomplete?”

Into the shared .agents/skills folder

Connect the Planning Center MCP server in Cursor.

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

for s in essentials event-registration-summary first-time-visitor-follow-up people-data-hygiene-audit volunteer-gap-check; do
  curl -fsSL --create-dirs -o .agents/skills/planning-center-$s/SKILL.md https://revampkey.com/marketplace/planning-center/skills/$s/SKILL.md
done

Ask in plain language, for example “How many people have registered for VBS this summer, and how many of those forms are incomplete?”

Into the shared .agents/skills folder

Connect the Planning Center MCP server in Codex.

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

for s in essentials event-registration-summary first-time-visitor-follow-up people-data-hygiene-audit volunteer-gap-check; do
  curl -fsSL --create-dirs -o .agents/skills/planning-center-$s/SKILL.md https://revampkey.com/marketplace/planning-center/skills/$s/SKILL.md
done

Ask in plain language, for example “How many people have registered for VBS this summer, and how many of those forms are incomplete?”

Into the shared .agents/skills folder

Connect the Planning Center MCP server in VS Code.

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

for s in essentials event-registration-summary first-time-visitor-follow-up people-data-hygiene-audit volunteer-gap-check; do
  curl -fsSL --create-dirs -o .agents/skills/planning-center-$s/SKILL.md https://revampkey.com/marketplace/planning-center/skills/$s/SKILL.md
done

Ask in plain language, for example “How many people have registered for VBS this summer, and how many of those forms are incomplete?”

RevampKey or copy the files?

In RevampKey

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

See the command

Planning Center skills FAQ

What is a Planning Center agent skill?

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

Do the Planning Center skills change anything on their own?

3 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 Planning Center.

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

Do I need the Planning Center MCP server too?

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

Planning Center MCP server setup · This page as Markdown

Put Planning Center’s best workflows in your agent

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

Download RevampKey Connect Planning Center · 1 click

All 5 Planning Center skills

Use Planning Center with AI, safely

Use it when

Tools it uses

Summarise event registrations in Planning Center with AI

Use it when

Tools it uses

First-time visitor follow-up with AI

Use it when

Tools it uses

Audit your Planning Center people data with AI

Use it when

Tools it uses

Find volunteer and attendance gaps in Planning Center with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Planning Center skills work

How to install Planning Center skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Planning Center skills FAQ

Put Planning Center’s best workflows in your agent

Skills for related tools