# Rillet agent skills for Claude Code, Cursor and RevampKey

> Ready-made Rillet playbooks for AI agents: chase overdue Rillet invoices with AI, review customer revenue in Rillet with AI, clean up Rillet before month-end close. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Rillet with AI, safely](https://revampkey.com/marketplace/rillet/skills/essentials.md): 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.
- [Chase overdue Rillet invoices with AI](https://revampkey.com/marketplace/rillet/skills/ar-collections-followup.md): Ages your open customer invoices in Rillet, ranks who to chase first, and drafts reminder notes. It never sends anything or changes records.
- [Review customer revenue in Rillet with AI](https://revampkey.com/marketplace/rillet/skills/customer-revenue-review.md): 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.
- [Clean up Rillet before month-end close](https://revampkey.com/marketplace/rillet/skills/month-end-clearing-cleanup.md): 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.
- [Reconcile vendor bills in Rillet with AI](https://revampkey.com/marketplace/rillet/skills/vendor-bill-reconciliation.md): 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.

## Install

- RevampKey: connect Rillet at https://revampkey.com/marketplace/rillet; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/rillet.md