Trussi AI agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Trussi AI

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

All 5 Trussi AI 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 Trussi AI tools

Use the Trussi AI connector safely

Teaches the assistant to confirm your Trussi account and branch scope, pick the right tool for each question, keep searches small, and ask for your explicit yes before changing any record.

Use it when

You have just connected Trussi to Claude or ChatGPT and want to know what it can safely do
An answer looks wrong or empty and you need to check which branch or date range it used
You want the assistant to add a comment, quote or appointment and need it to show you the draft first

Tools it uses

trussi_get_dashboard
trussi_list_customers
trussi_get_project
trussi_get_profit_analysis
trussi_get_collections
trussi_get_revenue_trend
trussi_get_pipeline
trussi_get_leaderboard
trussi_list_project_files
trussi_list_calendar_events
trussi_create_calendar_event
trussi_create_comment
trussi_create_quote

Example

Before you answer, tell me which Trussi branch and date range you are reading, and how much is owed on the Johnson job.

Scope: Northside branch, your owner role, all open projects. Range: current, as of today. Answer: The Johnson job has $12,400 still owed against a $38,000 contract. Figures: Collected $25,600 (collections tool); contract value from the project record. Gaps: Two older invoices were outside the date range and not included. Pending approval: none.

Use in RevampKeyRead the full skill →

Read-only7 Trussi AI tools

Look up job files and estimates with Trussi AI

Finds a Trussi job and answers questions from its estimate, insurance scope, supplements and contract, naming the document each figure came from. It flags anything that is not in the files rather than guessing.

Use it when

You need the contract total on a job and the estimate and insurance scope disagree.
You want the scope line items and measurements from a roof estimate before a customer call.
A customer asks what is included, and you need to check the files before answering.

Tools it uses

trussi_get_project
trussi_get_project_worksheets
trussi_list_project_files
trussi_list_project_supplements
trussi_get_activity
trussi_list_project_activity
trussi_list_project_comments

Example

What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?

The Johnson job at 214 Maple Ave has an estimate total of $18,420 in the contractor estimate dated March 3, and the approved insurance scope shows $15,960 replacement cost. Drip edge appears in the contractor estimate (42 linear feet) but not in the insurance scope, so it may need a supplement. I could not find a signed contract on this project.

Use in RevampKeyRead the full skill →

Read-only5 Trussi AI tools

Triage your lead pipeline with AI

Reviews your Trussi lead pipeline and dead-lead reasons to find stalled leads, recoverable dead leads and patterns by area or channel. It reads the data and proposes actions; it does not change any lead status without your approval.

Use it when

Leads are going cold and you want to know which to chase this week
You want to know why leads are being lost and from which channel
You are preparing a pipeline review before a sales meeting

Tools it uses

trussi_get_pipeline
trussi_list_locations
trussi_list_dead_lead_reasons
trussi_get_marketing_channels
trussi_get_leaderboard

Example

Which leads in the Oakridge branch have stalled this month, and which dead leads are worth reviving?

In the Oakridge branch this month, 24 leads are open and 9 have sat in the same stage for over three weeks. Of 17 leads lost, 11 gave a reason that has changed, such as timing, so they are worth a call. The other 6 are out of service area and should be closed out. Lost leads from the paid search channel are the largest group, at 8 of 17.

Use in RevampKeyRead the full skill →

Asks before writing9 Trussi AI tools

Check your production calendar and crew bookings with AI

Reviews Trussi production orders and the calendar for a day or week, flags double-booked crews and jobs missing a worksheet or supplement, and drafts any new appointment for your approval before it is created.

Use it when

You want to know what is on the production calendar tomorrow.
A crew may be booked on two jobs at once and you need to check.
You want jobs with no worksheet or scheduled activity listed.

Tools it uses

trussi_list_locations
trussi_list_calendar_events
trussi_list_production_orders
trussi_list_job_catalog
trussi_get_project
trussi_get_project_worksheets
trussi_list_project_supplements
trussi_list_project_activity
trussi_create_calendar_event

Example

What's on the production calendar for next week, and is any crew double-booked?

Next week (Mon 9 to Fri 13, Main branch) has 14 calendar events and 11 production orders. Two conflicts: the Okafor crew is on both the Elm Street and Pine Road jobs on Wednesday morning, and the Reyes job has a calendar event but no production order. Three jobs have an approved supplement not yet reflected in production. I haven't created or moved anything; I can draft a fix for your approval.

Use in RevampKeyRead the full skill →

Read-only7 Trussi AI tools

Review receivables and collections with Trussi AI

Finds what is owed on Trussi jobs, ranks the accounts where cash is stuck, and names the blocker and next step for each. It drafts follow-ups and asks before sending anything or changing a record.

Use it when

You want to know what is still owed across open jobs this month.
You need to decide which customers to call first about overdue balances.
You suspect cash is held up by an insurance claim or an unapproved supplement.

Tools it uses

trussi_get_collections
trussi_get_revenue_trend
trussi_list_customers
trussi_get_project
trussi_list_project_activity
trussi_list_project_comments
trussi_list_project_supplements

Example

What is still owed across our open jobs this month, and who should we chase first?

Across 46 open jobs for the Dallas branch, $212,400 is still open against contract value: $88,200 is in the normal cycle, $61,300 is due but not yet chased, $38,900 is overdue and $24,000 is stuck. The largest stuck balance is the Patel job at $11,600, held pending a carrier payment on an approved supplement. I have drafted a call note for the Nguyen account, $7,800 overdue 42 days, and will send nothing until you confirm.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

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How Trussi AI skills work

Connect Trussi AI
The Trussi AI MCP server gives the agent its tools.
Ask in plain words
“What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?” 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 Trussi AI skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Trussi AI. 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 “What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?”
Download RevampKeyConnect Trussi AI · 1 click
Get RevampKey to connect Trussi AI
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Trussi AI is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials job-file-and-estimate-lookup lead-pipeline-triage production-and-calendar-check receivables-and-collections-review; do curl -fsSL --create-dirs -o .claude/skills/trussi-ai-$s/SKILL.md https://revampkey.com/marketplace/trussi-ai/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Trussi AI MCP server in Claude Code.

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

for s in essentials job-file-and-estimate-lookup lead-pipeline-triage production-and-calendar-check receivables-and-collections-review; do
  curl -fsSL --create-dirs -o .claude/skills/trussi-ai-$s/SKILL.md https://revampkey.com/marketplace/trussi-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?”

Into the shared .agents/skills folder

Connect the Trussi AI MCP server in Cursor.

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

for s in essentials job-file-and-estimate-lookup lead-pipeline-triage production-and-calendar-check receivables-and-collections-review; do
  curl -fsSL --create-dirs -o .agents/skills/trussi-ai-$s/SKILL.md https://revampkey.com/marketplace/trussi-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?”

Into the shared .agents/skills folder

Connect the Trussi AI MCP server in Codex.

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

for s in essentials job-file-and-estimate-lookup lead-pipeline-triage production-and-calendar-check receivables-and-collections-review; do
  curl -fsSL --create-dirs -o .agents/skills/trussi-ai-$s/SKILL.md https://revampkey.com/marketplace/trussi-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?”

Into the shared .agents/skills folder

Connect the Trussi AI MCP server in VS Code.

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

for s in essentials job-file-and-estimate-lookup lead-pipeline-triage production-and-calendar-check receivables-and-collections-review; do
  curl -fsSL --create-dirs -o .agents/skills/trussi-ai-$s/SKILL.md https://revampkey.com/marketplace/trussi-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “What is the total on the Johnson estimate at 214 Maple Ave, and does the insurance scope include drip edge?”

RevampKey or copy the files?

In RevampKey

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

See the command

Trussi AI skills FAQ

What is a Trussi AI agent skill?

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

Do the Trussi AI skills change anything on their own?

3 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 Trussi AI.

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

Do I need the Trussi AI MCP server too?

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

Trussi AI MCP server setup · This page as Markdown

Put Trussi AI’s best workflows in your agent

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

Download RevampKey Connect Trussi AI · 1 click

All 5 Trussi AI skills

Use the Trussi AI connector safely

Use it when

Tools it uses

Look up job files and estimates with Trussi AI

Use it when

Tools it uses

Triage your lead pipeline with AI

Use it when

Tools it uses

Check your production calendar and crew bookings with AI

Use it when

Tools it uses

Review receivables and collections with Trussi AI

Use it when

Tools it uses

Get all 5 without copying a file

How Trussi AI skills work

How to install Trussi AI skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Trussi AI skills FAQ

Put Trussi AI’s best workflows in your agent

Skills for related tools