Salesflare agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Salesflare

Connect Salesflare once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Salesflare 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 writing13 Salesflare tools

Use Salesflare safely with AI

Sets the scope, picks the right Salesflare tool, keeps results small and asks for your explicit yes before any record is created or changed.

Use it when

You are starting any Salesflare task in a new conversation
You need to find accounts, contacts or opportunities without flooding the chat
A Salesflare write is about to happen and you want it reviewed first

Tools it uses

list_users
list_pipelines
get_account_feed
list_tasks
create_account
create_contact
create_opportunity
create_task
update_account
update_contact
update_opportunity
update_task
list_tags

Example

Find everything about the Acme account in Salesflare and tell me who owns it, but don't change anything yet.

Acme Ltd is owned by Priya Shah, with 3 open opportunities and 2 open tasks. I read the first page of results only and did not change anything. I'll wait for your explicit yes before updating any record.

Use in RevampKeyRead the full skill →

Asks before writing9 Salesflare tools

Clean up duplicate accounts and contacts in Salesflare

Finds duplicate companies, orphaned contacts and stale accounts in Salesflare, then proposes a clean-up plan. It changes nothing until you approve each batch.

Use it when

You suspect the same company appears twice under different names
Contacts are sitting without an account link
Your tag list has grown messy with near-identical tags

Tools it uses

list_users
list_accounts
list_contacts
get_account_feed
list_tags
update_account
update_contact
create_account
create_contact

Example

Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.

I scanned 240 contacts and 96 accounts. I found 14 contacts with no account, 3 probable duplicate company pairs such as "Northwind Traders" and "Northwind Trading Ltd", and 7 near-identical tags. Nothing has been changed. Reply with the batch numbers you approve and I'll apply them one at a time.

Use in RevampKeyRead the full skill →

Asks before writing6 Salesflare tools

Plan your week's Salesflare follow-ups

Reads a seller's open tasks and recent account activity, then ranks the follow-ups that matter most this week and flags overdue work and accounts going quiet. It drafts new tasks and creates them only after you approve.

Use it when

You start the week and want to know which accounts need a reply first.
You want to see which tasks are overdue and which are probably stale.
A list of quiet accounts needs turning into concrete next steps.

Tools it uses

list_users
list_tasks
list_accounts
get_account_feed
create_task
update_task

Example

Plan my follow-ups for this week in Salesflare and tell me which accounts are going quiet.

Your open tasks are 6 overdue, 9 due this week and 4 undated. Top priority is Northwind Logistics: their procurement lead asked about annual billing on the 3rd and nobody has replied. Next is Brightline Dental, a proposal sent three weeks ago with no answer, so a short check-in is due. I've drafted 5 new tasks for you to review. Nothing has been created yet.

Use in RevampKeyRead the full skill →

Asks before writing7 Salesflare tools

Review your Salesflare pipeline for stale and unowned deals

Checks open opportunities for stale stages, missing owners, overdue next steps and slipped close dates, then proposes a fix for each deal. It asks before changing anything.

Use it when

Before a forecast call, to see which deals are not real
After a reorganisation, to catch deals left with departed owners
When a manager wants a clean pipeline for the quarter review

Tools it uses

list_pipelines
list_users
list_opportunities
list_tasks
get_account_feed
update_opportunity
create_task

Example

Review my open deals and tell me which ones are stuck or missing an owner.

I checked 84 open deals in the Enterprise pipeline. 23 are flagged: 9 are in Proposal for more than 60 days, 7 have a close date that has already passed, 4 have no owner, and 3 have no next step. The biggest is Northwind expansion at 48,000, in Negotiation with a close date from last month. I've proposed a new close date and a next step for each, and I'll apply them only when you say yes.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

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How Salesflare skills work

Connect Salesflare
The Salesflare MCP server gives the agent its tools.
Ask in plain words
“Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.” 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 Salesflare skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Salesflare. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.”
Download RevampKeyConnect Salesflare · 1 click
Get RevampKey to connect Salesflare
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Salesflare is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials account-contact-consolidation follow-up-task-planning pipeline-deal-hygiene; do curl -fsSL --create-dirs -o .claude/skills/salesflare-$s/SKILL.md https://revampkey.com/marketplace/salesflare/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Salesflare MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials account-contact-consolidation follow-up-task-planning pipeline-deal-hygiene; do
  curl -fsSL --create-dirs -o .claude/skills/salesflare-$s/SKILL.md https://revampkey.com/marketplace/salesflare/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.”

Into the shared .agents/skills folder

Connect the Salesflare MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials account-contact-consolidation follow-up-task-planning pipeline-deal-hygiene; do
  curl -fsSL --create-dirs -o .agents/skills/salesflare-$s/SKILL.md https://revampkey.com/marketplace/salesflare/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.”

Into the shared .agents/skills folder

Connect the Salesflare MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials account-contact-consolidation follow-up-task-planning pipeline-deal-hygiene; do
  curl -fsSL --create-dirs -o .agents/skills/salesflare-$s/SKILL.md https://revampkey.com/marketplace/salesflare/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.”

Into the shared .agents/skills folder

Connect the Salesflare MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials account-contact-consolidation follow-up-task-planning pipeline-deal-hygiene; do
  curl -fsSL --create-dirs -o .agents/skills/salesflare-$s/SKILL.md https://revampkey.com/marketplace/salesflare/skills/$s/SKILL.md
done

Ask in plain language, for example “Find duplicate accounts and contacts in my Salesflare and propose a clean-up, but don't change anything yet.”

RevampKey or copy the files?

In RevampKey

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

See the command

Salesflare skills FAQ

What is a Salesflare agent skill?

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

Do the Salesflare 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 Salesflare.

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

Do I need the Salesflare MCP server too?

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

Salesflare MCP server setup · This page as Markdown

Put Salesflare’s best workflows in your agent

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

Download RevampKey Connect Salesflare · 1 click

All 4 Salesflare skills

Use Salesflare safely with AI

Use it when

Tools it uses

Clean up duplicate accounts and contacts in Salesflare

Use it when

Tools it uses

Plan your week's Salesflare follow-ups

Use it when

Tools it uses

Review your Salesflare pipeline for stale and unowned deals

Use it when

Tools it uses

Get all 4 without copying a file

How Salesflare skills work

How to install Salesflare skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Salesflare skills FAQ

Put Salesflare’s best workflows in your agent

Skills for related tools