Supersei CRM agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Supersei CRM

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

All 5 Supersei CRM 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 Supersei CRM tools

Use Supersei CRM from Claude safely

Confirms which Supersei workspace and user Claude is acting as, picks the right lead and task tools, and asks for your explicit yes before any message, call, booking or change goes out.

Use it when

You have just connected Supersei CRM to Claude and want to check it is the right workspace.
You want Claude to send a WhatsApp message, book a demo or move a lead, with a check first.
Claude says it is not authenticated or that a feature is not included in your plan.

Tools it uses

change_lead_stage
assign_lead
add_note
add_lead_flags
create_lead
complete_task
cancel_task
change_organisation_plan
change_organisation_admin_email
cancel_subscription
create_billing_checkout
create_order
create_coupon

Example

Who am I connected as, and which workspace will you act in?

You are connected as Asha Rao in the Acme Solar workspace, with access to your own leads. I will act only there. Tell me if that is the wrong account and you can reconnect from Claude's connector settings.

Use in RevampKeyRead the full skill →

Asks before writing3 Supersei CRM tools

Prepare a Supersei CRM campaign audience with AI

Sizes a pipeline segment, itemises who is excluded and why, reviews the draft, and stops at a confirmation gate. Nothing launches until you approve the exact count.

Use it when

Before sending a WhatsApp or email campaign to a stage
When you need to know how many leads a sequence would reach
When a drip should only go to leads who have not replied

Tools it uses

create_email_campaign
bulk_enroll_in_sequence
cancel_campaign

Example

How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.

Proposal sent with no reply in 7 days gives 41 leads before exclusions. After removing 18 who replied in the window, 9 opted out of WhatsApp and 14 with an open negotiation, 0 remain. Nothing has been sent yet; tell me if you want the segment widened.

Use in RevampKeyRead the full skill →

Asks before writing1 Supersei CRM tools

Plan your lead follow-ups and demo bookings with AI

Ranks your leads by urgency, drafts the exact WhatsApp message, call or demo slot for each, and waits for your yes before anything reaches a prospect.

Use it when

You want to know which leads to contact first today
A prospect replied overnight and you need to respond quickly
You want to book demos for a set of prospects without double-booking

Tools it uses

create_lead

Example

Plan my outreach for today. Who should I reply to first, and draft the WhatsApp messages for my Demo booked leads.

You are acting as Asha, with your own leads in view. Today's plan has 12 contacts; 3 are held back. 1. Priya Nair, Proposal sent, 6 days since activity, replied on WhatsApp overnight. Draft: "Thanks for your reply. Would Thursday at 4pm for the pricing walkthrough work?" I will wait for your yes before sending anything.

Use in RevampKeyRead the full skill →

Asks before writing4 Supersei CRM tools

Triage stale Supersei leads with AI

Finds leads that have sat too long in one pipeline stage and sorts each into follow up, reassign or move on. It proposes every change and waits for your yes before touching a record.

Use it when

A stage such as Demo booked is filling with leads nobody has called in a week
You want to know which deals are going cold before the month closes
You are cleaning up leads owned by someone who has left the team

Tools it uses

change_lead_stage
assign_lead
add_note
bulk_delete_leads

Example

Which Demo booked leads have had no real activity for 5 days? Tell me what to do with each.

Found 12 Demo booked leads with no human touch in 5 days. 7 are still warm and should be followed up today, 3 belong to an inactive owner and should be reassigned, and 2 have had five attempts with no reply and could move on. Nothing has changed yet. Tell me which to apply and I will draft the messages for your approval.

Use in RevampKeyRead the full skill →

Asks before writing12 Supersei CRM tools

Audit your Supersei CRM setup with AI

Reviews pipeline stages, custom fields, roles and plan-gated modules, showing what each role can see and flagging changes that would affect existing users. It proposes changes and waits for your approval before making any.

Use it when

Before adding or renaming a pipeline stage
When a rep says they cannot see their leads
When you want to tidy up unused custom fields

Tools it uses

add_knowledge
change_lead_stage
create_custom_field
change_organisation_admin_email
change_organisation_plan
bulk_delete_leads
create_billing_checkout
create_order
create_organisation
add_note
cancel_subscription
bulk_enroll_in_sequence

Example

Audit my Supersei setup and tell me which roles can see the whole organisation by mistake.

I audited the Demo Ltd workspace as an admin. Two roles, Field rep and Inside sales, can see all leads rather than only their own, which looks unintended. Narrowing Inside sales would affect 6 users. I have listed the changes but have not made any; tell me which ones to apply.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Supersei CRM skills work

Connect Supersei CRM
The Supersei CRM MCP server gives the agent its tools.
Ask in plain words
“How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.” 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 Supersei CRM skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Supersei CRM. 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 “How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.”
Download RevampKeyConnect Supersei CRM · 1 click
Get RevampKey to connect Supersei CRM
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Supersei CRM is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials campaign-audience-prep lead-follow-up-and-booking pipeline-stale-lead-triage workspace-setup-audit; do curl -fsSL --create-dirs -o .claude/skills/supersei-crm-$s/SKILL.md https://revampkey.com/marketplace/supersei-crm/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Supersei CRM MCP server in Claude Code.

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

for s in essentials campaign-audience-prep lead-follow-up-and-booking pipeline-stale-lead-triage workspace-setup-audit; do
  curl -fsSL --create-dirs -o .claude/skills/supersei-crm-$s/SKILL.md https://revampkey.com/marketplace/supersei-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.”

Into the shared .agents/skills folder

Connect the Supersei CRM MCP server in Cursor.

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

for s in essentials campaign-audience-prep lead-follow-up-and-booking pipeline-stale-lead-triage workspace-setup-audit; do
  curl -fsSL --create-dirs -o .agents/skills/supersei-crm-$s/SKILL.md https://revampkey.com/marketplace/supersei-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.”

Into the shared .agents/skills folder

Connect the Supersei CRM MCP server in Codex.

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

for s in essentials campaign-audience-prep lead-follow-up-and-booking pipeline-stale-lead-triage workspace-setup-audit; do
  curl -fsSL --create-dirs -o .agents/skills/supersei-crm-$s/SKILL.md https://revampkey.com/marketplace/supersei-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.”

Into the shared .agents/skills folder

Connect the Supersei CRM MCP server in VS Code.

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

for s in essentials campaign-audience-prep lead-follow-up-and-booking pipeline-stale-lead-triage workspace-setup-audit; do
  curl -fsSL --create-dirs -o .agents/skills/supersei-crm-$s/SKILL.md https://revampkey.com/marketplace/supersei-crm/skills/$s/SKILL.md
done

Ask in plain language, for example “How many Proposal sent leads have not replied in 7 days? Draft a WhatsApp campaign to them, but do not send it until I confirm the count.”

RevampKey or copy the files?

In RevampKey

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

See the command

Supersei CRM skills FAQ

What is a Supersei CRM agent skill?

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

Do the Supersei CRM 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 Supersei CRM.

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

Do I need the Supersei CRM MCP server too?

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

Supersei CRM MCP server setup · This page as Markdown

Put Supersei CRM’s best workflows in your agent

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

Download RevampKey Connect Supersei CRM · 1 click

All 5 Supersei CRM skills

Use Supersei CRM from Claude safely

Use it when

Tools it uses

Prepare a Supersei CRM campaign audience with AI

Use it when

Tools it uses

Plan your lead follow-ups and demo bookings with AI

Use it when

Tools it uses

Triage stale Supersei leads with AI

Use it when

Tools it uses

Audit your Supersei CRM setup with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Supersei CRM skills work

How to install Supersei CRM skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Supersei CRM skills FAQ

Put Supersei CRM’s best workflows in your agent

Skills for related tools