Relativity agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Relativity

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

All 5 Relativity 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 Relativity tools

Use Relativity with AI, safely

Connects your Relativity tenant and works through clients, matters, users, groups and review workspaces. It confirms the tenant and workspace first and asks for your explicit yes before any change.

Use it when

You are connecting Relativity for the first time and want to know what it can do
You are about to look up or change access on a matter or workspace
You want a safe starting point before running a specific legal operations task

Tools it uses

relone_connection_status
relone_list_workspaces
relone_get_workspace
relone_list_clients
relone_list_matters
relone_create_client
relone_edit_client
relone_create_matter
relone_edit_matter
relone_list_users
relone_list_groups
relone_list_user_groups
relone_list_group_users
relone_add_user_to_group
relone_remove_user_from_group
relone_list_workspace_groups
relone_add_workspace_group
relone_remove_workspace_group
relone_create_workspace
relone_get_workspace_create_job
relone_wait_for_workspace_create_job
relone_edit_workspace
relone_list_workspace_templates
relone_list_object_types

Example

Check my Relativity connection and confirm which tenant I am on, then show me the Smith matter's workspaces.

Your connection is live on the tenant *legal-prod*. I found one matter named Smith v. Jones with 2 review workspaces: Smith – Review 1 and Smith – Review 2. Which one should I use? I will not change anything until you confirm the workspace and approve any specific change.

Use in RevampKeyRead the full skill →

Asks before writing14 Relativity tools

Audit Relativity group access

Reviews who belongs to which user and workspace groups, flags members who look out of place and groups with no members, and lists findings. It only reads and never changes membership without your explicit approval.

Use it when

A matter needs a periodic access review before a client audit
You suspect a former team member still has workspace access
You want a list of empty or overgrown groups attached to a workspace

Tools it uses

relone_connection_status
relone_list_workspaces
relone_list_matters
relone_get_workspace
relone_list_user_groups
relone_list_group_users
relone_list_workspace_groups
relone_list_users
relone_list_groups
relone_add_user_to_group
relone_remove_user_from_group
relone_add_workspace_group
relone_remove_workspace_group
relone_edit_workspace

Example

Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.

I checked 3 workspace groups and 2 user groups covering 27 members, and the listing was complete. 2 findings: "Jones Vendor Team" is attached to this workspace but is named for another matter, so it looks like a cross-matter leak (likely, needs an owner check). "Review Admins" has 1 member who is not on the matter team, which is a support account, so I marked it needs owner check. Nothing has been changed.

Use in RevampKeyRead the full skill →

Asks before writing6 Relativity tools

Clean up Relativity clients and matters

Finds matters with missing or mismatched client links and drafts proposed fixes for your approval. It changes nothing until you say yes to each item.

Use it when

Matters appear under the wrong client after a reorganisation
You want to find matters with no client link before a billing run
The client list has duplicates or stale entries to tidy

Tools it uses

relone_connection_status
relone_list_clients
relone_list_matters
relone_edit_matter
relone_edit_client
relone_create_client

Example

Check every matter in the Acme group for missing or wrong client links and draft fixes for me to approve.

I reviewed 212 matters against 38 clients. 9 have no client link and 4 point to an inactive client. I have drafted 11 proposed edits, 8 ready to apply and 3 marked as needing your confirmation. Nothing has been changed yet.

Use in RevampKeyRead the full skill →

Asks before writing11 Relativity tools

Onboard a team member to a Relativity matter

Adds a new team member to the right groups for an existing matter by checking current membership first. It asks for approval before each add or remove.

Use it when

A new reviewer needs access to a matter that is already running
Someone changes role and needs groups added and removed
A teammate asks for the same access as a colleague, and you need to check first what that really includes

Tools it uses

relone_list_matters
relone_list_workspaces
relone_get_workspace
relone_list_users
relone_list_user_groups
relone_list_workspace_groups
relone_list_group_users
relone_add_user_to_group
relone_add_workspace_group
relone_remove_user_from_group
relone_remove_workspace_group

Example

Give Priya Shah view-and-code access on the Harbor Logistics matter, same as a first-level reviewer.

Priya Shah is an existing user, and the Harbor Logistics matter has one workspace. She is already in the Team Reviewers group but not in the group attached to the workspace. I propose two steps: add her to Workspace Reviewers-HL, then remove her from the old Pilot Access group. I will apply each step only after you confirm it.

Use in RevampKeyRead the full skill →

Asks before writing11 Relativity tools

Provision a Relativity review workspace

Creates a new review workspace from a chosen template under the right matter, tracks the background create job to completion, and attaches approved groups. It shows the plan and asks before creating or attaching anything.

Use it when

A new matter needs a review workspace set up from a template
A workspace creation was started and you need to know if it has finished
Groups need attaching to a freshly built workspace

Tools it uses

relone_list_matters
relone_list_workspace_templates
relone_list_workspaces
relone_create_workspace
relone_get_workspace_create_job
relone_wait_for_workspace_create_job
relone_get_workspace
relone_list_workspace_groups
relone_add_workspace_group
relone_edit_workspace
relone_remove_workspace_group

Example

Set up a review workspace for the Harlow Matter using the standard review template, and attach the Harlow reviewers group.

Here is the plan for the Harlow Matter: template 'Standard Review', name 'Harlow-Review-02', under matter 'Harlow Matter', attaching the 'Harlow Reviewers' group. Confirm and I will create it. Once created, I will track the job to completion and verify the workspace before attaching any group.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Relativity skills work

Connect Relativity
The Relativity MCP server gives the agent its tools.
Ask in plain words
“Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.” 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 Relativity skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Relativity. 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 “Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.”
Download RevampKeyConnect Relativity · 1 click
Get RevampKey to connect Relativity
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Relativity is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials group-access-audit matter-client-cleanup workspace-access-onboarding workspace-provisioning; do curl -fsSL --create-dirs -o .claude/skills/relativity-$s/SKILL.md https://revampkey.com/marketplace/relativity/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Relativity MCP server in Claude Code.

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

for s in essentials group-access-audit matter-client-cleanup workspace-access-onboarding workspace-provisioning; do
  curl -fsSL --create-dirs -o .claude/skills/relativity-$s/SKILL.md https://revampkey.com/marketplace/relativity/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.”

Into the shared .agents/skills folder

Connect the Relativity MCP server in Cursor.

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

for s in essentials group-access-audit matter-client-cleanup workspace-access-onboarding workspace-provisioning; do
  curl -fsSL --create-dirs -o .agents/skills/relativity-$s/SKILL.md https://revampkey.com/marketplace/relativity/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.”

Into the shared .agents/skills folder

Connect the Relativity MCP server in Codex.

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

for s in essentials group-access-audit matter-client-cleanup workspace-access-onboarding workspace-provisioning; do
  curl -fsSL --create-dirs -o .agents/skills/relativity-$s/SKILL.md https://revampkey.com/marketplace/relativity/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.”

Into the shared .agents/skills folder

Connect the Relativity MCP server in VS Code.

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

for s in essentials group-access-audit matter-client-cleanup workspace-access-onboarding workspace-provisioning; do
  curl -fsSL --create-dirs -o .agents/skills/relativity-$s/SKILL.md https://revampkey.com/marketplace/relativity/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit who has access to the Smith v. Jones review workspace and flag anyone who is not on the matter team.”

RevampKey or copy the files?

In RevampKey

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

See the command

Relativity skills FAQ

What is a Relativity agent skill?

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

Do the Relativity 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 Relativity.

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

Do I need the Relativity MCP server too?

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

Relativity MCP server setup · This page as Markdown

Put Relativity’s best workflows in your agent

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

Download RevampKey Connect Relativity · 1 click

All 5 Relativity skills

Use Relativity with AI, safely

Use it when

Tools it uses

Audit Relativity group access

Use it when

Tools it uses

Clean up Relativity clients and matters

Use it when

Tools it uses

Onboard a team member to a Relativity matter

Use it when

Tools it uses

Provision a Relativity review workspace

Use it when

Tools it uses

Get all 5 without copying a file

How Relativity skills work

How to install Relativity skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Relativity skills FAQ

Put Relativity’s best workflows in your agent

Skills for related tools