Rillet agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Rillet

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

All 5 Rillet 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 writing14 Rillet tools

Use Rillet with AI, safely

Connects your AI assistant to your Rillet books, confirms which organization it is working in, and asks for your explicit yes before it creates, amends, applies or deletes anything.

Use it when

You are connecting Rillet to an AI assistant for the first time
You want to know what the assistant can and cannot change in your books
An assistant needs to create or delete a bill, invoice or customer and you want control over it

Tools it uses

create_an_invoice
create_a_bill
create_a_credit_memo
create_a_vendor_credit
create_an_invoice_payment
create_a_bill_payment
apply_vendor_credit
create_a_customer
create_a_vendor
create_a_product
create_field
create_field_value
create_a_contract
amend_a_contract

Example

Before you touch anything, check which Rillet organization you're connected to and show me the bill you want to delete.

You're connected to Harbor Lane Studio. I found bill B-1042 from Northwind Supplies for 2,400 USD dated 3 March, with one linked payment of 2,400 USD. Deleting it would also remove that payment. Nothing has changed yet: say yes to proceed, or tell me which record to correct instead.

Use in RevampKeyRead the full skill →

Asks before writing2 Rillet tools

Chase overdue Rillet invoices with AI

Ages your open customer invoices in Rillet, ranks who to chase first, and drafts reminder notes. It never sends anything or changes records.

Use it when

You want to know which customers owe money this week
You need to age receivables before a collections call
You want draft reminders for overdue invoices, reviewed before anything goes out

Tools it uses

create_an_invoice
create_an_invoice_payment

Example

Which customers have overdue invoices in Rillet, and who should I chase first?

As of today, 14 customers have open receivables of $182,400 after credits. Of that, $96,100 is 1–30 days past due and $31,800 is 31–60 days past due. Acme Corp ranks first at $24,000, with an invoice 47 days overdue and a credit memo netted against it. I drafted a firmer note naming the two open invoices. Nothing has been sent.

Use in RevampKeyRead the full skill →

Asks before writing17 Rillet tools

Review customer revenue in Rillet with AI

Ranks your Rillet customers by billed revenue and contract signals, flags contract changes worth a conversation, and reports only what the data supports. It is read-only and changes nothing in your books.

Use it when

You want to know which customers bring in the most revenue this year
You are reviewing contract changes before a renewal conversation
You need to see where revenue is concentrated before planning

Tools it uses

amend_a_contract
create_a_credit_memo
delete_a_credit_memo
delete_a_charge
create_a_product
create_an_invoice
delete_a_customer
apply_vendor_credit
create_a_customer
create_a_contract
create_a_vendor
create_a_bill
create_a_bill_payment
create_an_invoice_payment
create_a_vendor_credit
create_field
create_field_value

Example

Which of my customers are most valuable this year, and which contracts changed recently?

Across 84 customers for the year to date, your top five account for about 41% of billed revenue, led by Northwind Logistics. Two contracts were amended in the quarter: Brightline moved up a tier and Harbor Foods shows a recurring invoice that stopped in March, which is worth checking before renewal. I could not establish margins because cost-to-serve is not linked to customers in Rillet.

Use in RevampKeyRead the full skill →

Asks before writing19 Rillet tools

Clean up Rillet before month-end close

Finds stray drafts, unused credits, stale usage records and duplicate parties in Rillet, sorts each one into keep, fix or delete, and asks for your explicit yes before changing anything.

Use it when

Before closing the books, you want to tidy leftover drafts and duplicates
You suspect duplicate vendors or customers and want them reviewed first
You need a list of stray records to approve before anything is removed

Tools it uses

create_a_bill
delete_a_bill
create_a_bill_payment
delete_a_bill_payment
create_a_credit_memo
delete_a_credit_memo
create_a_vendor_credit
apply_vendor_credit
delete_a_usage_record
create_a_contract
amend_a_contract
delete_a_charge
delete_a_reimbursement
delete_a_contract
create_a_vendor
delete_a_vendor
create_a_customer
delete_a_customer
delete_a_product

Example

Clean up my Rillet records before I close March. Show me what to fix or delete, and don't change anything until I approve.

I found 14 candidates for March: 6 draft bills, 4 unused credits, and 4 possible duplicate vendors. Of the drafts, 2 look like real pending approvals to keep, 3 should be applied to payments already made, and 1 is a superseded draft to delete. Nothing has been changed yet. Reply with the groups you approve and I'll apply only those.

Use in RevampKeyRead the full skill →

Asks before writing5 Rillet tools

Reconcile vendor bills in Rillet with AI

Matches vendor bills against payments and vendor credits to find unpaid, partly paid and misapplied items, then proposes fixes. It asks before creating, applying or deleting anything.

Use it when

Before a close, to confirm what is still owed to each vendor
When a vendor says a payment or credit is missing
When bills may have been entered twice

Tools it uses

create_a_bill
delete_a_bill
create_a_bill_payment
create_a_vendor_credit
apply_vendor_credit

Example

Reconcile open bills for Northwind Supplies and tell me what's still owed.

Northwind Supplies: 6 bills open, 4 payments and 1 credit read. Net owed is 4,250.00, unverified because no statement was provided. One credit of 300.00 is unapplied to an open bill of 1,200.00 from the same vendor. I've proposed applying it, pending your yes. Nothing has been changed.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Rillet skills work

Connect Rillet
The Rillet MCP server gives the agent its tools.
Ask in plain words
“Which customers have overdue invoices in Rillet, and who should I chase first?” 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 Rillet skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Rillet. 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 “Which customers have overdue invoices in Rillet, and who should I chase first?”
Download RevampKeyConnect Rillet · 1 click
Get RevampKey to connect Rillet
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Rillet is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials ar-collections-followup customer-revenue-review month-end-clearing-cleanup vendor-bill-reconciliation; do curl -fsSL --create-dirs -o .claude/skills/rillet-$s/SKILL.md https://revampkey.com/marketplace/rillet/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Rillet MCP server in Claude Code.

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

for s in essentials ar-collections-followup customer-revenue-review month-end-clearing-cleanup vendor-bill-reconciliation; do
  curl -fsSL --create-dirs -o .claude/skills/rillet-$s/SKILL.md https://revampkey.com/marketplace/rillet/skills/$s/SKILL.md
done

Ask in plain language, for example “Which customers have overdue invoices in Rillet, and who should I chase first?”

Into the shared .agents/skills folder

Connect the Rillet MCP server in Cursor.

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

for s in essentials ar-collections-followup customer-revenue-review month-end-clearing-cleanup vendor-bill-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/rillet-$s/SKILL.md https://revampkey.com/marketplace/rillet/skills/$s/SKILL.md
done

Ask in plain language, for example “Which customers have overdue invoices in Rillet, and who should I chase first?”

Into the shared .agents/skills folder

Connect the Rillet MCP server in Codex.

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

for s in essentials ar-collections-followup customer-revenue-review month-end-clearing-cleanup vendor-bill-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/rillet-$s/SKILL.md https://revampkey.com/marketplace/rillet/skills/$s/SKILL.md
done

Ask in plain language, for example “Which customers have overdue invoices in Rillet, and who should I chase first?”

Into the shared .agents/skills folder

Connect the Rillet MCP server in VS Code.

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

for s in essentials ar-collections-followup customer-revenue-review month-end-clearing-cleanup vendor-bill-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/rillet-$s/SKILL.md https://revampkey.com/marketplace/rillet/skills/$s/SKILL.md
done

Ask in plain language, for example “Which customers have overdue invoices in Rillet, and who should I chase first?”

RevampKey or copy the files?

In RevampKey

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

See the command

Rillet skills FAQ

What is a Rillet agent skill?

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

Do the Rillet 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 Rillet.

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

Do I need the Rillet MCP server too?

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

Rillet MCP server setup · This page as Markdown

Put Rillet’s best workflows in your agent

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

Download RevampKey Connect Rillet · 1 click

All 5 Rillet skills

Use Rillet with AI, safely

Use it when

Tools it uses

Chase overdue Rillet invoices with AI

Use it when

Tools it uses

Review customer revenue in Rillet with AI

Use it when

Tools it uses

Clean up Rillet before month-end close

Use it when

Tools it uses

Reconcile vendor bills in Rillet with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Rillet skills work

How to install Rillet skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Rillet skills FAQ

Put Rillet’s best workflows in your agent

Skills for related tools