Tana agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Tana

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

All 5 Tana 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 writing23 Tana tools

Use Tana in Claude safely

Confirms which Tana organization you mean, searches with tight scope, and routes every change through Tana's proposal review, so nothing is written until you approve it.

Use it when

You have just connected Tana to Claude and want to know what it can do
A Tana search returns nothing, the wrong organization, or a permission error
You want Claude to save or change something in Tana and need to know how approval works

Tools it uses

getItemInfo
contextRetrieval
readEvent
readFullTranscript
listCalendars
listEvents
listEdges
getTypes
createArtifact
createAgent
createSkill
createEvent
createItems
generateImageDocuments
deleteItems
manageAccess
manageSpace
manageTypes
manipulateTable
moveDocuments
pinItem
getShareLink
approveProposals

Example

Search Tana for notes about the Q3 roadmap in the Product space from the last 30 days, and draft a task to follow up, but don't save it yet.

Organization: Acme Labs (confirmed). Searched: Product space, last 30 days. Found: 4 notes on the Q3 roadmap, I relied on the planning doc and two meeting notes. Writes: one task drafted and awaiting approval in Tana's Chats view. Not checked: the archived space, which you did not ask me to search.

Use in RevampKeyRead the full skill →

Read-only4 Tana tools

Research a topic across your Tana spaces

Searches your Tana spaces for notes, design docs, bugs and decisions on one topic, then writes a sourced brief that flags conflicts and gaps. It is read-only and changes nothing in Tana.

Use it when

You need everything the team has written on one system or feature before a planning session.
You want to know whether a decision was ever recorded or what the current position is.
You are onboarding to an area and need a sourced summary of what exists.

Tools it uses

contextRetrieval
listEdges
getItemInfo
readFullTranscript

Example

Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.

I searched the Platform and Security spaces and read 7 documents. Session expiry is settled at 8 hours by the March decision record, supported by the auth design doc. Two bug reports from April cite a 1-hour expiry, so one older config may still be in use. No decision records who owns the rollout, which I could not find in Tana.

Use in RevampKeyRead the full skill →

Read-only6 Tana tools

Prepare for a Tana meeting with AI

Reads an upcoming meeting's calendar details, attached artifacts and related prior notes in Tana, then produces a read-only briefing with decisions already made and questions to raise. It does not change anything in Tana.

Use it when

Before a design review, asking for a briefing from the meeting's attached spec
When you have ten minutes before a call and need the open questions
When you want to know whether a decision was already settled last month

Tools it uses

listCalendars
listEvents
readEvent
getItemInfo
contextRetrieval
listEdges

Example

Prep my 2 pm design review in Tana: what's already decided, and what should I raise?

Your 2 pm 'Auth Migration Review' has 4 attendees. The invite has no agenda, so I worked from the linked design doc (updated 12 March) and last week's notes. Already decided: token refresh moves to the gateway, recorded 5 March. Open questions: rollback window for the legacy flow is still unset, and Priya owes the load-test numbers from the 6 March action item.

Use in RevampKeyRead the full skill →

Asks before writing9 Tana tools

Recap a Tana meeting and draft follow-ups

Reads a finished Tana meeting's transcript, shared-screen material and attendees to write a recap of decisions, owners and open questions. It drafts follow-up tasks and asks before writing anything back to Tana.

Use it when

You need minutes from a call that just ended
You want action items with owners pulled from what was actually said
You are catching up on a meeting you missed

Tools it uses

listEvents
readEvent
contextRetrieval
readFullTranscript
getItemInfo
createItems
createArtifact
createEvent
manipulateTable

Example

Recap yesterday's design sync in Tana and draft the follow-up tasks.

Found the design sync from yesterday at 10:00 with 6 attendees. The transcript was complete. Decisions: 2 (move the export feature to the Q3 release, drop the CSV option). Actions: 3, one with no clear owner, so I marked it for you to assign. Nothing has been written to Tana yet; say the word and I'll create the recap and the 3 tasks as proposals.

Use in RevampKeyRead the full skill →

Asks before writing8 Tana tools

Triage and break down your Tana tasks

Sorts the open tasks and typed entries assigned to you in Tana by urgency and state, then proposes closures, re-dates or sub-task breakdowns for your approval before anything changes.

Use it when

Your backlog has grown and you need to see what is overdue or stalled
You want to plan your week from the tasks already in Tana
A large task needs splitting into concrete steps

Tools it uses

contextRetrieval
getTypes
listEdges
getItemInfo
listEvents
createItems
manipulateTable
deleteItems

Example

Triage my open Tana tasks for this week and break down the biggest one.

You have 14 open items: 4 overdue, 6 due this week, 4 stalled. I propose closing 2 likely-done tasks, re-dating 3 stalled bugs, and splitting 'Migrate billing webhooks' into 5 sub-tasks. Nothing is changed until you approve each batch.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Tana skills work

Connect Tana
The Tana MCP server gives the agent its tools.
Ask in plain words
“Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.” 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 Tana skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Tana. 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 “Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.”
Download RevampKeyConnect Tana · 1 click
Get RevampKey to connect Tana
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Tana is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials cross-space-research-brief meeting-prep-briefing meeting-recap-and-follow-ups task-triage-and-breakdown; do curl -fsSL --create-dirs -o .claude/skills/tana-$s/SKILL.md https://revampkey.com/marketplace/tana/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Tana MCP server in Claude Code.

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

for s in essentials cross-space-research-brief meeting-prep-briefing meeting-recap-and-follow-ups task-triage-and-breakdown; do
  curl -fsSL --create-dirs -o .claude/skills/tana-$s/SKILL.md https://revampkey.com/marketplace/tana/skills/$s/SKILL.md
done

Ask in plain language, for example “Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.”

Into the shared .agents/skills folder

Connect the Tana MCP server in Cursor.

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

for s in essentials cross-space-research-brief meeting-prep-briefing meeting-recap-and-follow-ups task-triage-and-breakdown; do
  curl -fsSL --create-dirs -o .agents/skills/tana-$s/SKILL.md https://revampkey.com/marketplace/tana/skills/$s/SKILL.md
done

Ask in plain language, for example “Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.”

Into the shared .agents/skills folder

Connect the Tana MCP server in Codex.

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

for s in essentials cross-space-research-brief meeting-prep-briefing meeting-recap-and-follow-ups task-triage-and-breakdown; do
  curl -fsSL --create-dirs -o .agents/skills/tana-$s/SKILL.md https://revampkey.com/marketplace/tana/skills/$s/SKILL.md
done

Ask in plain language, for example “Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.”

Into the shared .agents/skills folder

Connect the Tana MCP server in VS Code.

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

for s in essentials cross-space-research-brief meeting-prep-briefing meeting-recap-and-follow-ups task-triage-and-breakdown; do
  curl -fsSL --create-dirs -o .agents/skills/tana-$s/SKILL.md https://revampkey.com/marketplace/tana/skills/$s/SKILL.md
done

Ask in plain language, for example “Research everything in Tana about our SSO session expiry: decisions, design docs and bugs, and tell me what's settled and what's still open.”

RevampKey or copy the files?

In RevampKey

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

See the command

Tana skills FAQ

What is a Tana agent skill?

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

Do the Tana 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 Tana.

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

Do I need the Tana MCP server too?

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

Tana MCP server setup · This page as Markdown

Put Tana’s best workflows in your agent

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

Download RevampKey Connect Tana · 1 click

All 5 Tana skills

Use Tana in Claude safely

Use it when

Tools it uses

Research a topic across your Tana spaces

Use it when

Tools it uses

Prepare for a Tana meeting with AI

Use it when

Tools it uses

Recap a Tana meeting and draft follow-ups

Use it when

Tools it uses

Triage and break down your Tana tasks

Use it when

Tools it uses

Get all 5 without copying a file

How Tana skills work

How to install Tana skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Tana skills FAQ

Put Tana’s best workflows in your agent

Skills for related tools