# Planning Center agent skills for Claude Code, Cursor and RevampKey

> Ready-made Planning Center playbooks for AI agents: summarise event registrations in Planning Center with AI, first-time visitor follow-up with AI, audit your Planning Center people data with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Planning Center with AI, safely](https://revampkey.com/marketplace/planning-center/skills/essentials.md): 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.
- [Summarise event registrations in Planning Center with AI](https://revampkey.com/marketplace/planning-center/skills/event-registration-summary.md): Counts completed and incomplete sign-ups for an event such as VBS, flags duplicates and unusual entries, and makes no changes to your records.
- [First-time visitor follow-up with AI](https://revampkey.com/marketplace/planning-center/skills/first-time-visitor-follow-up.md): 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.
- [Audit your Planning Center people data with AI](https://revampkey.com/marketplace/planning-center/skills/people-data-hygiene-audit.md): 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.
- [Find volunteer and attendance gaps in Planning Center with AI](https://revampkey.com/marketplace/planning-center/skills/volunteer-gap-check.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/planning-center.md