# PocketSmith Complete Access agent skills for Claude Code, Cursor and RevampKey

> Ready-made PocketSmith Complete Access playbooks for AI agents: plan budget events for a known expense with AI, check your forecast and cash flow with AI, review your PocketSmith spending and find subscriptions to cancel. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use PocketSmith with AI safely](https://revampkey.com/marketplace/pocketsmith-complete-access/skills/essentials.md): Connects your AI assistant to your PocketSmith data, checks the right account and access mode first, and asks before changing or deleting anything.
- [Plan budget events for a known expense with AI](https://revampkey.com/marketplace/pocketsmith-complete-access/skills/budget-setup-and-event-planning.md): Turns an upcoming cost such as a holiday or large purchase into budget events, netting out what is already budgeted. It drafts the plan and asks for approval before creating any event.
- [Check your forecast and cash flow with AI](https://revampkey.com/marketplace/pocketsmith-complete-access/skills/forecast-and-cash-flow-check.md): Runs your PocketSmith cash flow projection, checks how accurate past forecasts have been, and flags the dates your balance could dip below a safety buffer. It asks before changing any forecast data.
- [Review your PocketSmith spending and find subscriptions to cancel](https://revampkey.com/marketplace/pocketsmith-complete-access/skills/spending-review-and-recurring-audit.md): Compares this month's spending with your budget, finds recurring charges and subscriptions, and returns a prioritised list of what to keep, check or cancel. It only reads your data and never changes anything.

## Install

- RevampKey: connect PocketSmith Complete Access at https://revampkey.com/marketplace/pocketsmith-complete-access; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials budget-setup-and-event-planning forecast-and-cash-flow-check spending-review-and-recurring-audit; do
  curl -fsSL --create-dirs -o .agents/skills/pocketsmith-complete-access-$s/SKILL.md https://revampkey.com/marketplace/pocketsmith-complete-access/skills/$s/SKILL.md
done
```

### What is a PocketSmith Complete Access agent skill?

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

### Do the PocketSmith Complete Access 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 PocketSmith Complete Access.

### 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 PocketSmith Complete Access; elsewhere you copy the folders into your project or skills directory.

### Do I need the PocketSmith Complete Access MCP server too?

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

MCP setup guide: https://revampkey.com/marketplace/pocketsmith-complete-access.md