# Unify agent skills for Claude Code, Cursor and RevampKey

> Ready-made Unify playbooks for AI agents: review Unify agent runs, clean up CRM records with Unify, set up your Unify object schema. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Unify connector safely](https://revampkey.com/marketplace/unify/skills/essentials.md): 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.
- [Review Unify agent runs](https://revampkey.com/marketplace/unify/skills/agent-run-review.md): 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.
- [Clean up CRM records with Unify](https://revampkey.com/marketplace/unify/skills/crm-record-cleanup.md): Finds duplicate and stale object records, groups them into keep, merge, archive or unsure, and only deletes records after you approve the exact list.
- [Set up your Unify object schema](https://revampkey.com/marketplace/unify/skills/object-schema-setup.md): Plans custom objects, attributes and picklist options in Unify, checks what already exists so nothing is duplicated, and asks before creating anything.
- [Audit sequence enrollments with Unify MCP](https://revampkey.com/marketplace/unify/skills/sequence-enrollment-audit.md): Reviews who is enrolled in your outbound sequences, flags contacts who should not be there, and drafts removals for your approval before anything changes.

## Install

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

```bash
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
```

### 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.

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