Unify agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Unify

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

All 5 Unify 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 writing16 Unify tools

Use the Unify connector safely

Confirms which Unify user the calls run as, picks the right tool family, and asks for your explicit yes before anything is created, deleted, cancelled or completed.

Use it when

You just connected Unify and want to know what your assistant can change
Before cleaning up records, enrollments or tasks in Unify
An error says you do not have permission or the rate limit was hit

Tools it uses

get_me
get_object
get_object_attribute
get_object_attribute_option
get_object_record
find_unique_object_record
get_sequence_enrollment
create_sequence_enrollment
delete_sequence_enrollment
delete_sequence
create_task
complete_task
delete_task
list_agent_runs
answer_question
cancel_agent

Example

Check which Unify account you're connected as, then tell me what you can change before doing anything.

You're connected as jordan@acme.io, which matches your expected workspace. I can read objects, records, sequence enrollments, tasks and agent runs. Before any change I'll list the exact items and wait for your yes.

Use in RevampKeyRead the full skill →

Asks before writing6 Unify tools

Review Unify agent runs

Checks the status of background Unify agent runs started through MCP, sorts them into finished, running and needs-attention, and pulls outcomes. It asks before cancelling any run.

Use it when

You started a prospecting or enrichment run and want to know if it finished
A scheduled run did not show up and you want to see its state
You need to find out which long-running work is blocked and waiting for you

Tools it uses

get_me
list_agent_runs
answer_question
get_object
get_object_record
cancel_agent

Example

Which of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?

Three runs in the last week: two finished and one is still running. The Series B fintech prospecting run finished and its summary reports it found strong matches, though it gives no count. The enrichment run from Tuesday is waiting for your input, so I have linked its conversation for you to answer it. I have not cancelled anything.

Use in RevampKeyRead the full skill →

Asks before writing7 Unify tools

Clean up CRM records with Unify

Finds duplicate and stale object records, groups them into keep, merge, archive or unsure, and only deletes records after you approve the exact list.

Use it when

Your contact list has duplicate entries from several imports
You want to find contacts with no activity in a long time
You need to tidy a custom object before a reporting review

Tools it uses

get_me
get_object
get_object_attribute
find_unique_object_record
get_object_record
get_sequence_enrollment
delete_object_record

Example

Find duplicate contacts by email in my Contact object and propose which ones to remove, but don't delete anything until I approve.

I checked 412 contact records and found 37 duplicate groups on email. I'd keep 37 canonical records, mark 14 for merge, and propose 9 stale contacts for removal. Nothing has been deleted; tell me which of the 9 to remove.

Use in RevampKeyRead the full skill →

Asks before writing10 Unify tools

Set up your Unify object schema

Plans custom objects, attributes and picklist options in Unify, checks what already exists so nothing is duplicated, and asks before creating anything.

Use it when

You want to track a new kind of thing that Unify does not model yet
A field or picklist value you need is missing from your data model
You want to check your schema before importing a large dataset

Tools it uses

get_me
get_object
get_object_attribute
get_object_attribute_option
create_object
create_object_attribute
create_object_attribute_option
delete_object
delete_object_attribute
delete_object_attribute_option

Example

Add a 'Partner Tier' option set to our Company object with Gold, Silver and Bronze, but first check we don't already have something like it.

I found an existing 'Partner level' attribute on Company with Platinum, Gold and Silver. Rather than create a second field, I suggest adding Bronze to it. Shall I add that option once you confirm?

Use in RevampKeyRead the full skill →

Asks before writing2 Unify tools

Audit sequence enrollments with Unify MCP

Reviews who is enrolled in your outbound sequences, flags contacts who should not be there, and drafts removals for your approval before anything changes.

Use it when

A sequence has grown and you suspect people who do not fit the audience are in it
You want to catch opt-outs, existing customers or duplicate enrollments across plays
You want a clean enrollment list before a new send

Tools it uses

get_sequence_enrollment
delete_sequence_enrollment

Example

Audit the enrollments in our Series B SaaS outbound sequence and tell me who should be removed.

I reviewed 240 enrollments. 12 should come out: 3 opted out, 4 are already customers, and 5 are duplicates of contacts in another sequence. Nothing is removed yet. Approve the list and I'll remove those 12, keeping the better-fitting sequence for each duplicate.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Unify skills work

Connect Unify
The Unify MCP server gives the agent its tools.
Ask in plain words
“Which of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?” 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 Unify skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Unify. 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 of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?”
Download RevampKeyConnect Unify · 1 click
Get RevampKey to connect Unify
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Unify is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials agent-run-review crm-record-cleanup object-schema-setup sequence-enrollment-audit; do curl -fsSL --create-dirs -o .claude/skills/unify-$s/SKILL.md https://revampkey.com/marketplace/unify/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Unify MCP server in Claude Code.

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

for s in essentials agent-run-review crm-record-cleanup object-schema-setup sequence-enrollment-audit; do
  curl -fsSL --create-dirs -o .claude/skills/unify-$s/SKILL.md https://revampkey.com/marketplace/unify/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?”

Into the shared .agents/skills folder

Connect the Unify MCP server in Cursor.

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

for s in essentials agent-run-review crm-record-cleanup object-schema-setup sequence-enrollment-audit; do
  curl -fsSL --create-dirs -o .agents/skills/unify-$s/SKILL.md https://revampkey.com/marketplace/unify/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?”

Into the shared .agents/skills folder

Connect the Unify MCP server in Codex.

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

for s in essentials agent-run-review crm-record-cleanup object-schema-setup sequence-enrollment-audit; do
  curl -fsSL --create-dirs -o .agents/skills/unify-$s/SKILL.md https://revampkey.com/marketplace/unify/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?”

Into the shared .agents/skills folder

Connect the Unify MCP server in VS Code.

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

for s in essentials agent-run-review crm-record-cleanup object-schema-setup sequence-enrollment-audit; do
  curl -fsSL --create-dirs -o .agents/skills/unify-$s/SKILL.md https://revampkey.com/marketplace/unify/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my Unify agent runs from this week are still running, and did the Series B fintech prospecting run finish?”

RevampKey or copy the files?

In RevampKey

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

See the command

Unify skills FAQ

What is a Unify agent skill?

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

Do the Unify 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 Unify.

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

Do I need the Unify MCP server too?

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

Unify MCP server setup · This page as Markdown

Put Unify’s best workflows in your agent

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

Download RevampKey Connect Unify · 1 click

All 5 Unify skills

Use the Unify connector safely

Use it when

Tools it uses

Review Unify agent runs

Use it when

Tools it uses

Clean up CRM records with Unify

Use it when

Tools it uses

Set up your Unify object schema

Use it when

Tools it uses

Audit sequence enrollments with Unify MCP

Use it when

Tools it uses

Get all 5 without copying a file

How Unify skills work

How to install Unify skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Unify skills FAQ

Put Unify’s best workflows in your agent

Skills for related tools