Process Street agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Process Street

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

All 4 Process Street 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 Process Street tools

Use the Process Street connector safely

Sets the organization, object and approval rules for working with Process Street through an AI assistant. It asks before any run, record or assignment changes.

Use it when

You have just connected Process Street and want to know what it can safely do.
An AI request mixes up workflows, runs, tasks or data set records.
You want reads and writes in Process Street to stay within your permissions and be approved first.

Tools it uses

listUsers
listWorkflows
listWorkflowRuns
getWorkflowRun
createWorkflowRun
deleteWorkflowRun
listTasks
listTasksByWorkflowRun
listWorkflowTasksByWorkflow
getTask
assignTask
listTaskAssignees
listWorkflowRunAssignees
assignWorkflowRun
listDataSets
listDataSetRecords
getDataSetRecord
createDataSetRecord
deleteDataSetRecord
listFormFields
listFormFieldValues
listFormFieldValuesByTask
listFormFieldOptions
listApprovals

Example

Which Process Street organization am I looking at, and find the open runs of Client Onboarding assigned to me.

You're signed in to Acme Ops. I found 14 open Client Onboarding runs assigned to you across two pages, and there may be more. 9 are waiting on a task owned by someone else and 5 are waiting on your own tasks. Nothing has been changed. Should I list the runs that have been waiting longest?

Use in RevampKeyRead the full skill →

Asks before writing6 Process Street tools

Audit Process Street data sets for stale records

Scans a data set for records that breach a time-based review rule and proposes which to flag. It groups the results and changes nothing until you approve each group.

Use it when

A register of vendors or assets needs a periodic review check
You want to find entries not reviewed within a set number of months
You want to clean up a data set without deleting anything by mistake

Tools it uses

listDataSets
listDataSetRecords
getDataSetRecord
listFormFields
createDataSetRecord
deleteDataSetRecord

Example

Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.

I read 212 records in Active Vendors. 41 are clearly stale: 27 have a reviewed date more than six months ago and are still active, and 14 have no reviewed date at all. I also found 3 borderline records due within the next two weeks. Nothing has changed yet. Should I flag the 27 stale vendors as Review?

Use in RevampKeyRead the full skill →

Asks before writing8 Process Street tools

Start a Process Street workflow run with AI

Starts a new run of a named workflow for a named person, first checking whether an open run already exists and who holds it. It asks before creating or assigning anything.

Use it when

A new quarterly review or onboarding run is needed for a specific employee
A run is sitting unassigned and needs an owner
You want to avoid starting a duplicate of a run already in progress

Tools it uses

listWorkflows
getWorkflowRun
listWorkflowRuns
listUsers
listWorkflowRunAssignees
createWorkflowRun
assignWorkflowRun
listTasksByWorkflowRun

Example

Create a new run of the Quarterly Access Review workflow for compliance manager [email protected], but only if nobody is already assigned to one.

I found one open Quarterly Access Review run for this quarter that is unassigned. I'd rather assign that than create a second one. Shall I assign run QAR-0412 to [email protected]? I haven't changed anything yet.

Use in RevampKeyRead the full skill →

Asks before writing7 Process Street tools

Sweep Process Street tasks for unassigned and overloaded work

Finds open Process Street tasks that have no owner or an inactive owner, and proposes a balanced reassignment plan. It applies each change only after you approve it.

Use it when

Tasks across active runs have no owner and nobody is picking them up
A team member has left and their open tasks need new owners
One person is carrying far more open work than the rest of the team

Tools it uses

listTasks
listWorkflowRuns
listTaskAssignees
listUsers
listWorkflowRunAssignees
assignTask
getTask

Example

Find unassigned tasks in our active Client Onboarding runs and suggest who should take them, but don't change anything until I approve.

I found 14 open tasks across the 20 most recent active runs: 6 unassigned, 3 owned by a user who is no longer active, and 5 correctly owned. I've proposed 9 reassignments to eligible people with the lightest open load. Nothing has changed yet. Tell me which ones to apply, and I'll confirm each one after it's saved.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Process Street skills work

Connect Process Street
The Process Street MCP server gives the agent its tools.
Ask in plain words
“Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.” 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 Process Street skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Process Street. 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 “Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.”
Download RevampKeyConnect Process Street · 1 click
Get RevampKey to connect Process Street
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Process Street is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials data-set-record-audit workflow-run-kickoff workflow-task-assignment-sweep; do curl -fsSL --create-dirs -o .claude/skills/process-street-$s/SKILL.md https://revampkey.com/marketplace/process-street/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Process Street MCP server in Claude Code.

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

for s in essentials data-set-record-audit workflow-run-kickoff workflow-task-assignment-sweep; do
  curl -fsSL --create-dirs -o .claude/skills/process-street-$s/SKILL.md https://revampkey.com/marketplace/process-street/skills/$s/SKILL.md
done

Ask in plain language, for example “Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.”

Into the shared .agents/skills folder

Connect the Process Street MCP server in Cursor.

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

for s in essentials data-set-record-audit workflow-run-kickoff workflow-task-assignment-sweep; do
  curl -fsSL --create-dirs -o .agents/skills/process-street-$s/SKILL.md https://revampkey.com/marketplace/process-street/skills/$s/SKILL.md
done

Ask in plain language, for example “Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.”

Into the shared .agents/skills folder

Connect the Process Street MCP server in Codex.

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

for s in essentials data-set-record-audit workflow-run-kickoff workflow-task-assignment-sweep; do
  curl -fsSL --create-dirs -o .agents/skills/process-street-$s/SKILL.md https://revampkey.com/marketplace/process-street/skills/$s/SKILL.md
done

Ask in plain language, for example “Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.”

Into the shared .agents/skills folder

Connect the Process Street MCP server in VS Code.

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

for s in essentials data-set-record-audit workflow-run-kickoff workflow-task-assignment-sweep; do
  curl -fsSL --create-dirs -o .agents/skills/process-street-$s/SKILL.md https://revampkey.com/marketplace/process-street/skills/$s/SKILL.md
done

Ask in plain language, for example “Check the Active Vendors data set and flag any vendor not reviewed in the last six months, but ask me before changing anything.”

RevampKey or copy the files?

In RevampKey

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

See the command

Process Street skills FAQ

What is a Process Street agent skill?

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

Do the Process Street skills change anything on their own?

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Process Street.

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

Do I need the Process Street MCP server too?

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

Process Street MCP server setup · This page as Markdown

Put Process Street’s best workflows in your agent

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

Download RevampKey Connect Process Street · 1 click

All 4 Process Street skills

Use the Process Street connector safely

Use it when

Tools it uses

Audit Process Street data sets for stale records

Use it when

Tools it uses

Start a Process Street workflow run with AI

Use it when

Tools it uses

Sweep Process Street tasks for unassigned and overloaded work

Use it when

Tools it uses

Get all 4 without copying a file

How Process Street skills work

How to install Process Street skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Process Street skills FAQ

Put Process Street’s best workflows in your agent

Skills for related tools