Rally agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Rally

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

All 5 Rally 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 writing22 Rally tools

Use Rally MCP safely with AI

Teaches the assistant how to confirm your Rally workspace, choose between overlapping study and recruiting tools, and page results without flooding context. It asks before anything sends invitations, spends money or changes a live study.

Use it when

You are starting any Rally task and want the right workspace confirmed first
You are unsure which Rally tool fits a study, recruiting or panel request
A Rally call returns a sign-in or permission error

Tools it uses

get_current_user
build_study
build_screener
build_survey
check_recruiting_feasibility
build_recruiting
build_external_panel_audience
get_interview
get_interview_brief
get_my_availability
add_interview_guest
change_interview_host
cancel_interview
add_people_to_study
draft_message
edit_study_message_template
cancel_message_campaign
cancel_incentive
close_study
decide_external_panel_applicants
append_note_to_participant
create_population

Example

Which Rally workspace am I in, and show me my three most recent active studies.

You're working in the Acme Research workspace as jo@acme.com. There are 12 active studies; here are the three most recently launched: Onboarding Interviews, Pricing Survey and Checkout Usability. I haven't changed anything, and I didn't load the rest of the list.

Use in RevampKeyRead the full skill →

Asks before writing9 Rally tools

Review upcoming Rally interviews with AI

Checks upcoming interviews for missing hosts, briefs, guests, conflicts and stale records, then proposes fixes. It asks before changing any session.

Use it when

Before a week of sessions starts, to find gaps
When a host has become unavailable and sessions need reassigning
To tidy up cancelled or rescheduled interviews

Tools it uses

get_current_user
get_interview
get_interview_brief
get_my_availability
get_participant_email_activity
change_interview_host
add_interview_guest
cancel_interview
append_note_to_participant

Example

Check my interviews for the next 7 days and tell me what needs fixing before they happen.

Reviewed 12 upcoming interviews for the next 7 days. Two need action before tomorrow: the 10:00 session on Thursday has no host, and Priya is double-booked at 14:00 on Friday. I've proposed moving the Friday session to Marco, and I'll wait for your yes before changing anything.

Use in RevampKeyRead the full skill →

Read-only3 Rally tools

Check recruiting feasibility and launch with AI

Checks whether your audience can be found in your own Rally people or needs a paid external panel, then plans the first send. It asks for explicit approval before going live, sending invitations or committing any panel spend.

Use it when

You need 20 enterprise admins for a study and want to know if your workspace has them.
You want to compare recruiting from your own people with a paid panel before choosing.
You are ready to go live and want the cost and first round confirmed first.

Tools it uses

check_recruiting_feasibility
build_recruiting
build_external_panel_audience

Example

Can we find 20 enterprise admins in the US for the onboarding interview study?

Your workspace has an estimated 34 people matching enterprise admins in the US, so the target of 20 looks feasible from your own pool. I recommend recruiting internally. Nothing is live yet: shall I build the plan, which would send 10 invitations a day, for your review before any launch?

Use in RevampKeyRead the full skill →

Read-only1 Rally tools

Review the health of your Rally studies

Audits your active, paused, closed and never-launched studies, flags the stalled and urgent ones with the evidence, and proposes next steps. It only reads and never changes a study.

Use it when

You want to know which studies are stalled or behind deadline
You are checking what is paused or was never launched
You want a weekly picture of research progress across the workspace

Tools it uses

get_current_user

Example

Which of my studies need attention this week?

Your workspace has 14 studies: 6 active, 3 paused, 2 closed and 3 never launched. Two need a decision now. The onboarding interview study has had no new recruits for 9 days and is due Friday, so I'd check its screener before it runs out of time. The pricing survey is paused with a deadline next week, so it probably needs resuming. The 3 never-launched drafts look abandoned; I'd confirm with their owner before archiving them.

Use in RevampKeyRead the full skill →

Read-only4 Rally tools

Set up a Rally study and its screener with AI

Designs a new interview, survey or unmoderated study in Rally, including its qualifying screener and how answers map to profile fields. It checks the design for bias and gaps and asks before changing a live study.

Use it when

You are starting a new interview or unmoderated study and need a screener
A screener is qualifying the wrong people or too few of them
You want survey questions mapped to profile fields before launch

Tools it uses

build_study
get_consent_forms
build_screener
build_survey

Example

Set up a 30-minute interview study on onboarding for people who signed up in the last 60 days, and write the screener.

I've drafted the study as a draft, not live, with a 30-minute interview format and a target of 8 participants. The screener has 4 questions: sign-up date within the last 60 days, role, product usage in the last month, and one exclusion for current employees. I flagged 'frequent' in one question as vague and proposed 'at least once a week'. Nothing is live yet; say yes to apply the changes.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Rally skills work

Connect Rally
The Rally MCP server gives the agent its tools.
Ask in plain words
“Check my interviews for the next 7 days and tell me what needs fixing before they happen.” 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 Rally skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Rally. 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 “Check my interviews for the next 7 days and tell me what needs fixing before they happen.”
Download RevampKeyConnect Rally · 1 click
Get RevampKey to connect Rally
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Rally is one click away with its skills already attached.
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Not now? Use the skills in your current tool
for s in essentials interview-logistics-review recruitment-feasibility-and-launch study-health-review study-setup-and-screener; do curl -fsSL --create-dirs -o .claude/skills/rally-mcp-$s/SKILL.md https://revampkey.com/marketplace/rally-mcp/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Rally MCP server in Claude Code.

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

for s in essentials interview-logistics-review recruitment-feasibility-and-launch study-health-review study-setup-and-screener; do
  curl -fsSL --create-dirs -o .claude/skills/rally-mcp-$s/SKILL.md https://revampkey.com/marketplace/rally-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Check my interviews for the next 7 days and tell me what needs fixing before they happen.”

Into the shared .agents/skills folder

Connect the Rally MCP server in Cursor.

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

for s in essentials interview-logistics-review recruitment-feasibility-and-launch study-health-review study-setup-and-screener; do
  curl -fsSL --create-dirs -o .agents/skills/rally-mcp-$s/SKILL.md https://revampkey.com/marketplace/rally-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Check my interviews for the next 7 days and tell me what needs fixing before they happen.”

Into the shared .agents/skills folder

Connect the Rally MCP server in Codex.

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

for s in essentials interview-logistics-review recruitment-feasibility-and-launch study-health-review study-setup-and-screener; do
  curl -fsSL --create-dirs -o .agents/skills/rally-mcp-$s/SKILL.md https://revampkey.com/marketplace/rally-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Check my interviews for the next 7 days and tell me what needs fixing before they happen.”

Into the shared .agents/skills folder

Connect the Rally MCP server in VS Code.

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

for s in essentials interview-logistics-review recruitment-feasibility-and-launch study-health-review study-setup-and-screener; do
  curl -fsSL --create-dirs -o .agents/skills/rally-mcp-$s/SKILL.md https://revampkey.com/marketplace/rally-mcp/skills/$s/SKILL.md
done

Ask in plain language, for example “Check my interviews for the next 7 days and tell me what needs fixing before they happen.”

RevampKey or copy the files?

In RevampKey

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

See the command

Rally skills FAQ

What is a Rally agent skill?

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

Do the Rally 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 Rally.

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

Do I need the Rally MCP server too?

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

Rally MCP server setup · This page as Markdown

Put Rally’s best workflows in your agent

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

Download RevampKey Connect Rally · 1 click

All 5 Rally skills

Use Rally MCP safely with AI

Use it when

Tools it uses

Review upcoming Rally interviews with AI

Use it when

Tools it uses

Check recruiting feasibility and launch with AI

Use it when

Tools it uses

Review the health of your Rally studies

Use it when

Tools it uses

Set up a Rally study and its screener with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Rally skills work

How to install Rally skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Rally skills FAQ

Put Rally’s best workflows in your agent

Skills for related tools