SuperBooks agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect SuperBooks

Connect SuperBooks once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 SuperBooks 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-only2 SuperBooks tools

Use SuperBooks safely

Sets up and uses the SuperBooks connector safely, confirming the access method and team scope before any data call. It asks before changing anything.

Use it when

Connecting SuperBooks to an AI client for the first time
A call is refused with a team or permission error
Choosing between OAuth sign-in and an API key

Tools it uses

invoices_list
reports_profit_loss

Example

Connect to SuperBooks and tell me which teams I can work in before we touch anything.

You are connected to two teams: Harbor Studio (owner) and Lark Cafe (member). I will use Harbor Studio for this session unless you say otherwise. Nothing has been changed yet.

Use in RevampKeyRead the full skill →

Asks before writing10 SuperBooks tools

Audit supporting documents in SuperBooks

Finds the receipts and invoices behind your transactions for a period, checks each one actually supports its entry, and lists the gaps an accountant will ask about. It reports and drafts only, and asks before changing any record.

Use it when

Before handing the year's books to an accountant
When you need to know which expenses above a threshold have no receipt
When an auditor asks for backup on a specific invoice

Tools it uses

invoices_list
categories_list
bank_accounts_list
invoices_get
customers_get
documents_search
documents_list
documents_get
invoices_create_draft
invoices_send

Example

Which transactions in March above £250 have no receipt attached?

I checked 84 transactions in March against the £250 threshold and found 61 with supporting documents. Of the 23 without, 19 have no document anywhere, and 4 have a receipt whose amount differs from the entry, which I've listed separately for review. I haven't attached or changed anything; tell me which of these you'd like to chase.

Use in RevampKeyRead the full skill →

Read-only7 SuperBooks tools

Financial health briefing

Turns your SuperBooks profit and loss, revenue, spending, burn rate and runway into a short founder-ready briefing for a period you choose. It only reads your data and states any gap it could not fill.

Use it when

You want a two-minute read on how the business did last quarter
You need a board update with runway and burn stated clearly
Spending or revenue moved and you want to know what drove it

Tools it uses

reports_profit_loss
reports_revenue
reports_spending
reports_recurring_expenses
reports_burn_rate
reports_runway
reports_balance

Example

Give me a financial health briefing for Q2 for the Northwind team, compared with Q1.

Revenue for Q2 was 186,400 against 171,900 in Q1, up 8%. Spending rose to 142,300 from 131,000, mostly in software subscriptions, two of which started in May. Net burn is about 47,000 a month and cash at 30 June was 612,000, which gives roughly 13 months of runway at current burn. Runway assumes the current burn holds.

Use in RevampKeyRead the full skill →

Asks before writing10 SuperBooks tools

Review overdue invoices and prioritise collections

Reviews open and overdue SuperBooks invoices by customer and age, ranks which balances to chase first, and drafts follow-up messages for you to approve. It sends nothing without your explicit yes.

Use it when

You want to know who owes you money and how long it has been overdue
You are deciding which customers to chase this week
You need a receivables summary before a cash-flow discussion

Tools it uses

invoices_list
customers_get
customers_list
documents_search
documents_list
inbox_list
invoices_create_draft
invoices_send
customers_update
customers_create

Example

Who is overdue on payment, and who should I chase first this week?

Across 6 customers, 14 invoices are overdue, totalling 18,400 in one currency. Northwind Ltd accounts for 9,200 of that, with the oldest invoice 74 days past due, so it goes first. Two of the other invoices may be unpaid because a credit note is open, so I have marked them to verify before chasing. I have drafted a reminder to Northwind for your review and have not sent anything.

Use in RevampKeyRead the full skill →

Asks before writing8 SuperBooks tools

Reconcile your SuperBooks bank feed with AI

Matches bank lines in the inbox to invoices, customers and categories, showing the evidence for each proposed match. It asks before changing any books.

Use it when

You have a backlog of unmatched bank transactions to clear before month end
A customer payment is sitting in the inbox and you want it linked to the right invoice
You want to categorise a batch of supplier and card spend

Tools it uses

bank_accounts_list
inbox_list
inbox_match
invoices_list
customers_get
categories_list
categories_create
categories_update

Example

Clear the unmatched lines in my operating account for the last 30 days.

I found 41 unmatched lines: 18 match one open invoice exactly, 9 need a categorisation, and 14 have no clear counterparty. Here are the 18 invoice matches with the evidence for each. Tell me which to apply and I'll link them, then list the open items for you to decide.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How SuperBooks skills work

Connect SuperBooks
The SuperBooks MCP server gives the agent its tools.
Ask in plain words
“Which transactions in March above £250 have no receipt attached?” 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 SuperBooks skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect SuperBooks. 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 “Which transactions in March above £250 have no receipt attached?”
Download RevampKeyConnect SuperBooks · 1 click
Get RevampKey to connect SuperBooks
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and SuperBooks is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials document-retrieval-audit financial-health-briefing invoice-collections-review reconcile-bank-feed; do curl -fsSL --create-dirs -o .claude/skills/superbooks-$s/SKILL.md https://revampkey.com/marketplace/superbooks/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the SuperBooks MCP server in Claude Code.

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

for s in essentials document-retrieval-audit financial-health-briefing invoice-collections-review reconcile-bank-feed; do
  curl -fsSL --create-dirs -o .claude/skills/superbooks-$s/SKILL.md https://revampkey.com/marketplace/superbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Which transactions in March above £250 have no receipt attached?”

Into the shared .agents/skills folder

Connect the SuperBooks MCP server in Cursor.

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

for s in essentials document-retrieval-audit financial-health-briefing invoice-collections-review reconcile-bank-feed; do
  curl -fsSL --create-dirs -o .agents/skills/superbooks-$s/SKILL.md https://revampkey.com/marketplace/superbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Which transactions in March above £250 have no receipt attached?”

Into the shared .agents/skills folder

Connect the SuperBooks MCP server in Codex.

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

for s in essentials document-retrieval-audit financial-health-briefing invoice-collections-review reconcile-bank-feed; do
  curl -fsSL --create-dirs -o .agents/skills/superbooks-$s/SKILL.md https://revampkey.com/marketplace/superbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Which transactions in March above £250 have no receipt attached?”

Into the shared .agents/skills folder

Connect the SuperBooks MCP server in VS Code.

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

for s in essentials document-retrieval-audit financial-health-briefing invoice-collections-review reconcile-bank-feed; do
  curl -fsSL --create-dirs -o .agents/skills/superbooks-$s/SKILL.md https://revampkey.com/marketplace/superbooks/skills/$s/SKILL.md
done

Ask in plain language, for example “Which transactions in March above £250 have no receipt attached?”

RevampKey or copy the files?

In RevampKey

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

See the command

SuperBooks skills FAQ

What is a SuperBooks agent skill?

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

Do the SuperBooks skills change anything on their own?

2 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 SuperBooks.

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

Do I need the SuperBooks MCP server too?

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

SuperBooks MCP server setup · This page as Markdown

Put SuperBooks’s best workflows in your agent

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

Download RevampKey Connect SuperBooks · 1 click

All 5 SuperBooks skills

Use SuperBooks safely

Use it when

Tools it uses

Audit supporting documents in SuperBooks

Use it when

Tools it uses

Financial health briefing

Use it when

Tools it uses

Review overdue invoices and prioritise collections

Use it when

Tools it uses

Reconcile your SuperBooks bank feed with AI

Use it when

Tools it uses

Get all 5 without copying a file

How SuperBooks skills work

How to install SuperBooks skills

RevampKey or copy the files?

In RevampKey

Copy into your project

SuperBooks skills FAQ

Put SuperBooks’s best workflows in your agent

Skills for related tools