# SuperBooks agent skills for Claude Code, Cursor and RevampKey

> Ready-made SuperBooks playbooks for AI agents: audit supporting documents in SuperBooks, financial health briefing, review overdue invoices and prioritise collections. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use SuperBooks safely](https://revampkey.com/marketplace/superbooks/skills/essentials.md): Sets up and uses the SuperBooks connector safely, confirming the access method and team scope before any data call. It asks before changing anything.
- [Audit supporting documents in SuperBooks](https://revampkey.com/marketplace/superbooks/skills/document-retrieval-audit.md): 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.
- [Financial health briefing](https://revampkey.com/marketplace/superbooks/skills/financial-health-briefing.md): 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.
- [Review overdue invoices and prioritise collections](https://revampkey.com/marketplace/superbooks/skills/invoice-collections-review.md): 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.
- [Reconcile your SuperBooks bank feed with AI](https://revampkey.com/marketplace/superbooks/skills/reconcile-bank-feed.md): Matches bank lines in the inbox to invoices, customers and categories, showing the evidence for each proposed match. It asks before changing any books.

## Install

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

```bash
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
```

### 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.

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