Salesloft agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Salesloft

Connect Salesloft once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Salesloft 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-only14 Salesloft tools

Use the Salesloft connector with AI

Gives the agent a careful way to read Salesloft accounts, people, opportunities and conversations: it confirms your user and team first, picks search or by-id lookups deliberately, and asks before changing anything.

Use it when

You want to look up an account, contact or deal in Salesloft without digging through the app
You need to know whose records you are seeing before you trust a number
You want any change to Salesloft drafted and held until you approve it

Tools it uses

current_user
current_team
account_by_id
person_by_id
opportunity_by_id
conversation_by_id
conversation_transcript_by_id
conversation_recording_by_id
user_by_id
search_accounts
search_people
search_opportunities
search_conversations
search_users

Example

Find the open opportunity for Northwind Traders and tell me who on the account we are talking to.

Your scope is Jordan Reyes on the EMEA team. I found two accounts named Northwind Traders, so I need you to pick one: the London office (id 48213) or the Leeds office (id 48907). Once you confirm, I will fetch the open opportunity and its linked contacts. I have not changed anything in Salesloft.

Use in RevampKeyRead the full skill →

Read-only11 Salesloft tools

Follow up on a Salesloft conversation

Traces a recorded Salesloft call back to its account, contact and deal, then drafts the follow-up tasks, prospect email and CRM note from what was actually said. It drafts only and asks before writing anything back.

Use it when

A rep needs the next steps from a discovery call before writing the follow-up email.
You want to confirm which opportunity a recorded call belongs to.
A transcript has commitments buried in it and you want them pulled out as tasks.

Tools it uses

conversation_by_id
conversation_recording_by_id
conversation_transcript_by_id
account_by_id
person_by_id
opportunity_by_id
search_opportunities
current_user
user_by_id
current_team
search_people

Example

Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.

The call is linked to Harbor Logistics and Dana Ruiz, with one opportunity that matches the timeline discussed. The transcript shows two rep commitments: sending the integration guide and checking with their security team by Thursday. Dana asked for a revised quote, which I've drafted as a task. The email below references the integration guide and the Thursday check-in; nothing has been saved.

Use in RevampKeyRead the full skill →

Read-only7 Salesloft tools

Review your Salesloft pipeline before the forecast call

Reviews open opportunities with their accounts and people, flags stalled, unowned or thinly covered deals, and returns a ranked list to discuss. Read-only: it never changes a deal without asking.

Use it when

Before a weekly forecast call, to see which deals need a decision
When a manager wants to know which opportunities have no owner or no recent activity
When prepping for a deal review and needing the top few at-risk deals

Tools it uses

current_user
current_team
search_opportunities
search_people
person_by_id
account_by_id
user_by_id

Example

Review my open Salesloft opportunities and tell me which ones I should raise on Thursday's forecast call.

I reviewed 34 open opportunities in your pipeline. Three need attention first: Harbor Logistics ($120k, close date 12 March, already past and no activity since February) and Vantage Foods ($45k, no owner assigned). Acme Retail ($80k) has one contact and no reply in 26 days. The other 31 pass the checks, though two are worth a question because the close dates are this month.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

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

Download RevampKey

How Salesloft skills work

Connect Salesloft
The Salesloft MCP server gives the agent its tools.
Ask in plain words
“Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.” 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 Salesloft skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Salesloft. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.”
Download RevampKeyConnect Salesloft · 1 click
Get RevampKey to connect Salesloft
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Salesloft is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials conversation-follow-up pipeline-review; do curl -fsSL --create-dirs -o .claude/skills/salesloft-$s/SKILL.md https://revampkey.com/marketplace/salesloft/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Salesloft MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials conversation-follow-up pipeline-review; do
  curl -fsSL --create-dirs -o .claude/skills/salesloft-$s/SKILL.md https://revampkey.com/marketplace/salesloft/skills/$s/SKILL.md
done

Ask in plain language, for example “Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.”

Into the shared .agents/skills folder

Connect the Salesloft MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials conversation-follow-up pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/salesloft-$s/SKILL.md https://revampkey.com/marketplace/salesloft/skills/$s/SKILL.md
done

Ask in plain language, for example “Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.”

Into the shared .agents/skills folder

Connect the Salesloft MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials conversation-follow-up pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/salesloft-$s/SKILL.md https://revampkey.com/marketplace/salesloft/skills/$s/SKILL.md
done

Ask in plain language, for example “Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.”

Into the shared .agents/skills folder

Connect the Salesloft MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials conversation-follow-up pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/salesloft-$s/SKILL.md https://revampkey.com/marketplace/salesloft/skills/$s/SKILL.md
done

Ask in plain language, for example “Pull the next steps from the Salesloft conversation with Harbor Logistics yesterday and draft the follow-up email to Dana.”

RevampKey or copy the files?

In RevampKey

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

See the command

Salesloft skills FAQ

What is a Salesloft agent skill?

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

Do the Salesloft skills change anything on their own?

3 of the 3 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 Salesloft.

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

Do I need the Salesloft MCP server too?

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

Salesloft MCP server setup · This page as Markdown

Put Salesloft’s best workflows in your agent

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

Download RevampKey Connect Salesloft · 1 click

All 3 Salesloft skills

Use the Salesloft connector with AI

Use it when

Tools it uses

Follow up on a Salesloft conversation

Use it when

Tools it uses

Review your Salesloft pipeline before the forecast call

Use it when

Tools it uses

Get all 3 without copying a file

How Salesloft skills work

How to install Salesloft skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Salesloft skills FAQ

Put Salesloft’s best workflows in your agent

Skills for related tools