# Salesflare agent skills for Claude Code, Cursor and RevampKey

> Ready-made Salesflare playbooks for AI agents: clean up duplicate accounts and contacts in Salesflare, plan your week's Salesflare follow-ups, review your Salesflare pipeline for stale and unowned deals. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Salesflare safely with AI](https://revampkey.com/marketplace/salesflare/skills/essentials.md): Sets the scope, picks the right Salesflare tool, keeps results small and asks for your explicit yes before any record is created or changed.
- [Clean up duplicate accounts and contacts in Salesflare](https://revampkey.com/marketplace/salesflare/skills/account-contact-consolidation.md): Finds duplicate companies, orphaned contacts and stale accounts in Salesflare, then proposes a clean-up plan. It changes nothing until you approve each batch.
- [Plan your week's Salesflare follow-ups](https://revampkey.com/marketplace/salesflare/skills/follow-up-task-planning.md): 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.
- [Review your Salesflare pipeline for stale and unowned deals](https://revampkey.com/marketplace/salesflare/skills/pipeline-deal-hygiene.md): 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.

## Install

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

```bash
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
```

### 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.

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