S&P - Deterministic Retrieval agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect S&P - Deterministic Retrieval

Connect S&P - Deterministic Retrieval once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 S&P - Deterministic Retrieval skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only22 S&P - Deterministic Retrieval tools

Use the S&P Global connector safely and accurately

Guides the AI to confirm the company identifier, choose the right data family, keep pulls small, and cite every figure. It is read-only and asks before any change to the account.

Use it when

You want reliable company data and need to confirm which company you mean first
A lookup returned nothing or was blocked and you need to know why
You are starting a research task and want the right S&P Global data family chosen for you

Tools it uses

get_cusip_from_identifiers
get_isin_from_identifiers
get_info_from_identifiers
get_company_summary_from_identifiers
get_company_description_from_identifiers
get_company_other_names_from_identifiers
get_capitalization_from_identifiers
get_business_relationship_from_identifiers
get_competitors_from_identifiers
get_financial_statement_from_identifiers
get_financial_line_item_from_identifiers
get_segments_from_identifiers
get_latest
get_n_quarters_ago
get_prices_from_identifiers
get_earnings_from_identifiers
get_latest_earnings_from_identifiers
get_next_earnings_from_identifiers
get_transcript_from_key_dev_id
get_mergers_from_identifiers
get_merger_info_from_transaction_id
get_advisors_for_company_in_transactions

Example

Pull the latest reported revenue for the company with ticker XYZ and tell me the period and date it came from.

Matched ticker XYZ to one issuer and confirmed the CUSIP maps to the same company. Latest reported revenue is for the most recent fiscal quarter, as of the latest filing date available. I quoted the figure with its period and tool source, and noted that the history was limited to the last four quarters.

Use in RevampKeyRead the full skill →

Read-only10 S&P - Deterministic Retrieval tools

Corporate events and transactions review

Builds a dated timeline of one company's earnings, next earnings date, transcripts, mergers and transaction advisers from its identifiers, with gaps flagged. It only reads data and asks before saving or sharing anything.

Use it when

You need to know when a company reports next and what it reported over the last two years.
You want the deals a company has been part of, and who advised on each one.
You are preparing a briefing and need a dated record of recent corporate events with sources.

Tools it uses

get_info_from_identifiers
get_earnings_from_identifiers
get_latest_earnings_from_identifiers
get_next_earnings_from_identifiers
get_n_quarters_ago
get_latest
get_transcript_from_key_dev_id
get_mergers_from_identifiers
get_merger_info_from_transaction_id
get_advisors_for_company_in_transactions

Example

Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.

Acme Corp (resolved from its ticker, one entity). Eight quarters of earnings are on file, 7 with transcripts and 1 without. Next report is scheduled for 14 November; this date is scheduled, not confirmed. Two transactions in the window, each with its advisers listed against it. Gaps: the Q3 transcript is missing and one deal has no detail record, so its status is not established.

Use in RevampKeyRead the full skill →

Read-only7 S&P - Deterministic Retrieval tools

Pull financial statements and line items with AI

Retrieves periodic financial statements and specific line items for one or more companies, aligns the periods, and flags gaps and breaks before any comparison. The job is read-only and makes no changes.

Use it when

You need a company's revenue or earnings history over the last several years.
You want one line item compared across a set of companies.
You are checking whether reported figures are consistent before using them in a model.

Tools it uses

get_isin_from_identifiers
get_cusip_from_identifiers
get_financial_statement_from_identifiers
get_financial_line_item_from_identifiers
get_latest
get_latest_earnings_from_identifiers
get_n_quarters_ago

Example

Pull the last 8 quarters of revenue and net income for Acme Corp and Beta Inc and line up their periods.

Acme Corp (December year end) and Beta Inc (September year end) are aligned on period end dates, with figures in USD millions. Eight quarters were returned for Acme and seven for Beta; Beta's earliest quarter is absent and is flagged as a gap, not zero. Net income for Acme dips sharply in one quarter, which matches a restatement break and is not treated as organic.

Use in RevampKeyRead the full skill →

Read-only9 S&P - Deterministic Retrieval tools

Build a sourced company profile from S&P Global

Resolves a company from its ticker, CUSIP or ISIN and assembles identity, capitalisation, description, relationships and competitors, marking anything the source does not cover. It reads only and changes nothing in your account.

Use it when

You need a quick, sourced overview of a company before a meeting or a memo.
You have a CUSIP or ISIN and need to confirm which company it refers to.
You want to know a company's competitors, business partners or former names.

Tools it uses

get_info_from_identifiers
get_cusip_from_identifiers
get_isin_from_identifiers
get_company_other_names_from_identifiers
get_company_summary_from_identifiers
get_company_description_from_identifiers
get_capitalization_from_identifiers
get_business_relationship_from_identifiers
get_competitors_from_identifiers

Example

Build a profile for the company behind ISIN US0378331005, with its capitalisation and main competitors.

Matched to Apple Inc. via the ISIN, and the name agrees with your expectation. Other names: Apple Computer Inc. (former name). Capitalisation: 15.2 billion shares outstanding as of the latest filing date in the source. Competitors listed in the source: 4 companies, including Samsung and Alphabet. Two fields were not in source: a business relationship list and a recent description update.

Use in RevampKeyRead the full skill →

Read-only8 S&P - Deterministic Retrieval tools

Check market and segment data with AI

Pulls prices and segment breakdowns for a set of S&P Global identifiers and reconciles them against each other and the latest reported figures, flagging currency, period and share-class mismatches. It asks before changing any account or saved view.

Use it when

Before writing up an analysis, confirm the prices and segment numbers agree
When segment revenue does not add up to the reported total
When a price series shows a sudden jump and you need to know if it is a split or an error

Tools it uses

get_info_from_identifiers
get_prices_from_identifiers
get_segments_from_identifiers
get_mergers_from_identifiers
get_capitalization_from_identifiers
get_latest_earnings_from_identifiers
get_financial_line_item_from_identifiers
get_earnings_from_identifiers

Example

Check that the share prices and segment revenue for Acme and Beta agree with their latest reported figures for the last twelve months.

Acme: prices complete for 248 trading days, segments sum to reported revenue within 0.4%, usable as is. Beta: one 2-for-1 split on 14 March appears as a 50% drop in the unadjusted series, so prices are usable with a caveat. Beta's segment total is 6% below consolidated revenue, likely intersegment eliminations, which needs stating before any margin comparison.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect S&P - Deterministic Retrieval, updates them for you and removes them when you disconnect.

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How S&P - Deterministic Retrieval skills work

Connect S&P - Deterministic Retrieval
The S&P - Deterministic Retrieval MCP server gives the agent its tools.
Ask in plain words
“Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.” 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 S&P - Deterministic Retrieval skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect S&P - Deterministic Retrieval. 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 “Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.”
Download RevampKeyConnect S&P - Deterministic Retrieval · 1 click
Get RevampKey to connect S&P - Deterministic Retrieval
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and S&P - Deterministic Retrieval 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 corporate-events-and-transactions-review financial-statement-and-line-item-pull financials-company-profile market-and-segment-data-check; do curl -fsSL --create-dirs -o .claude/skills/s-p-global-$s/SKILL.md https://revampkey.com/marketplace/s-p-global/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the S&P - Deterministic Retrieval MCP server in Claude Code.

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

for s in essentials corporate-events-and-transactions-review financial-statement-and-line-item-pull financials-company-profile market-and-segment-data-check; do
  curl -fsSL --create-dirs -o .claude/skills/s-p-global-$s/SKILL.md https://revampkey.com/marketplace/s-p-global/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.”

Into the shared .agents/skills folder

Connect the S&P - Deterministic Retrieval MCP server in Cursor.

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

for s in essentials corporate-events-and-transactions-review financial-statement-and-line-item-pull financials-company-profile market-and-segment-data-check; do
  curl -fsSL --create-dirs -o .agents/skills/s-p-global-$s/SKILL.md https://revampkey.com/marketplace/s-p-global/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.”

Into the shared .agents/skills folder

Connect the S&P - Deterministic Retrieval MCP server in Codex.

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

for s in essentials corporate-events-and-transactions-review financial-statement-and-line-item-pull financials-company-profile market-and-segment-data-check; do
  curl -fsSL --create-dirs -o .agents/skills/s-p-global-$s/SKILL.md https://revampkey.com/marketplace/s-p-global/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.”

Into the shared .agents/skills folder

Connect the S&P - Deterministic Retrieval MCP server in VS Code.

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

for s in essentials corporate-events-and-transactions-review financial-statement-and-line-item-pull financials-company-profile market-and-segment-data-check; do
  curl -fsSL --create-dirs -o .agents/skills/s-p-global-$s/SKILL.md https://revampkey.com/marketplace/s-p-global/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a timeline of Acme Corp's earnings, transcripts and deals over the last eight quarters, and tell me when they report next.”

RevampKey or copy the files?

In RevampKey

One click when you connect S&P - Deterministic Retrieval
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

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Copy into your project

One command per project
Run it again to get updates
You connect the S&P - Deterministic Retrieval MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

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S&P - Deterministic Retrieval skills FAQ

What is a S&P - Deterministic Retrieval agent skill?

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

Do the S&P - Deterministic Retrieval skills change anything on their own?

5 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 S&P - Deterministic Retrieval.

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 S&P - Deterministic Retrieval; elsewhere you copy the folders into your project or skills directory.

Do I need the S&P - Deterministic Retrieval MCP server too?

Yes. The skills tell the agent how to do the work; the S&P - Deterministic Retrieval MCP server gives it the tools to do it. The S&P - Deterministic Retrieval MCP setup guide covers every client.

S&P - Deterministic Retrieval MCP server setup · This page as Markdown

Put S&P - Deterministic Retrieval’s best workflows in your agent

Download RevampKey, connect S&P - Deterministic Retrieval and ask your first question in about a minute.

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All 5 S&P - Deterministic Retrieval skills

Use the S&P Global connector safely and accurately

Use it when

Tools it uses

Corporate events and transactions review

Use it when

Tools it uses

Pull financial statements and line items with AI

Use it when

Tools it uses

Build a sourced company profile from S&P Global

Use it when

Tools it uses

Check market and segment data with AI

Use it when

Tools it uses

Get all 5 without copying a file

How S&P - Deterministic Retrieval skills work

How to install S&P - Deterministic Retrieval skills

RevampKey or copy the files?

In RevampKey

Copy into your project

S&P - Deterministic Retrieval skills FAQ

Put S&P - Deterministic Retrieval’s best workflows in your agent

Skills for related tools