Valuecase App agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Valuecase App

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

All 5 Valuecase App 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 Valuecase App tools

Use Valuecase safely with AI

Sets the ground rules for working in Valuecase through an AI assistant: confirm the workspace and Space, read before writing, keep searches narrow and ask before any change. It asks for your explicit yes before any write.

Use it when

You have just connected Valuecase and want to know what the assistant can safely do
A request could touch a customer Space and you want it checked first
A search across many Spaces is returning too much and needs narrowing

Tools it uses

get_space_summary
get_template
get_space_content_tree
get_content_outline
get_block
get_content_editing_guide
get_block_types
edit_content_item
add_or_edit_content_items
delete_content_items
archive_space
create_space
create_page
create_block
create_space_comment
add_space_stakeholder
insert_asset_library_item
list_space_comments
list_space_action_plans
list_space_form_submissions
list_space_owners
list_space_properties
get_visibility_options

Example

Before you change anything, show me which ACME Space you mean and what the owner and template are.

I found two Spaces named ACME: one active under Sarah, owned by the enterprise onboarding template, and one archived from last year. I will use the active one. Here is the change I propose: update the welcome text on its first page. Nothing has been changed yet; reply yes to apply it.

Use in RevampKeyRead the full skill →

Read-only1 Valuecase App tools

Follow up on overdue Valuecase tasks

Finds overdue action plan tasks across your customer Spaces, ranks them by how late they are, and drafts follow-up messages for you to review. It asks before changing any due date or task.

Use it when

A customer has been waiting on a task and you want to see what is late
You want one follow-up draft per customer, not one per task
You are cleaning up stale due dates before a pipeline review

Tools it uses

list_space_action_plans

Example

Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.

I found 12 overdue tasks across 9 Spaces. 7 are waiting on the customer, so I've drafted one follow-up per customer. The oldest is the ACME intake form, 21 days late. I haven't sent or changed anything; tell me which due dates to move.

Use in RevampKeyRead the full skill →

Read-only6 Valuecase App tools

Brief on your active customer Spaces

Ranks your active Valuecase Spaces by overdue tasks, approaching due dates, customer activity and inactivity, so you know which customers to focus on before a meeting. It only reads; it never changes a task or sends a message.

Use it when

Preparing for a pipeline review with a list of Spaces that need attention
Getting ready for a customer call and needing last activity and open tasks
Checking which customers have gone quiet or have replies waiting

Tools it uses

list_space_properties
get_space_summary
list_space_action_plans
list_space_comments
get_space_content_tree
list_space_owners

Example

Review my active Valuecase spaces from the last 14 days and tell me which five need attention first, with the reason for each.

I checked 38 active Spaces owned by you. Five need attention now: ACME Corp has 3 overdue onboarding tasks and a customer question unanswered for 6 days, so it is waiting on your reply. Northwind has no activity for 21 days and an owner gap, which is neglect rather than waiting. Nothing has been changed.

Use in RevampKeyRead the full skill →

Asks before writing12 Valuecase App tools

Personalise a customer Space

Updates one existing Valuecase customer Space from meeting notes or a transcript, changing only the sections you name. It shows a before-and-after plan and waits for your approval before editing anything.

Use it when

After a discovery or onboarding call, to reflect agreed next steps in the customer's Space
When a customer asks for their Space to reference a specific resource from the Asset Library
When a Space still shows template placeholder text for the welcome section

Tools it uses

get_space_summary
get_space_content_tree
get_content_outline
get_block
get_content_editing_guide
insert_asset_library_item
edit_content_item
add_or_edit_content_items
create_block
get_visibility_options
list_space_action_plans
list_space_comments

Example

Use yesterday's call notes to update the ACME Space. Personalise the welcome text, add the agreed next steps to the Action Plan and add the implementation guide. Leave everything else as it is.

I checked the ACME Space for the Acme Corp customer and found the welcome text still reads as template placeholder. From the notes, I would change the welcome sentence and add 3 next steps to the Action Plan, each with an owner and due date. I would also add the Implementation Guide from the Asset Library. Nothing else changes. Here is the plan. Please confirm and I will apply it.

Use in RevampKeyRead the full skill →

Asks before writing7 Valuecase App tools

Review and maintain Valuecase Templates with AI

Reviews your internal Valuecase Templates for use-case fit and required properties, and proposes generic copies with customer data removed. It lists every change as a plan and waits for your approval before editing anything.

Use it when

Your onboarding and sales Templates overlap and you want to know which to keep
A Template still contains a past customer's names or figures
You need a reusable copy of a Template for partner onboarding

Tools it uses

get_template
get_space_content_tree
get_template_space_properties
get_visibility_options
create_space
create_page
insert_asset_library_item

Example

Review our Valuecase Templates and tell me which one fits enterprise onboarding best. Flag any customer names left in them.

I checked 6 Templates. Enterprise onboarding fits best with 'Onboarding core' (welcome page, success plan, 4 tasks). 'Onboarding v1' is a near-duplicate and still contains a former customer's name on its welcome page. I found 2 required properties that nothing in the Template uses. Proposed changes, none applied: duplicate 'Onboarding core' as a generic partner version and remove the name. Awaiting your yes.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

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How Valuecase App skills work

Connect Valuecase App
The Valuecase App MCP server gives the agent its tools.
Ask in plain words
“Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.” 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 Valuecase App skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Valuecase App. 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 “Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.”
Download RevampKeyConnect Valuecase App · 1 click
Get RevampKey to connect Valuecase App
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Valuecase App is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials overdue-task-followup space-briefing space-personalisation template-maintenance; do curl -fsSL --create-dirs -o .claude/skills/valuecase-v2-$s/SKILL.md https://revampkey.com/marketplace/valuecase-v2/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Valuecase App MCP server in Claude Code.

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

for s in essentials overdue-task-followup space-briefing space-personalisation template-maintenance; do
  curl -fsSL --create-dirs -o .claude/skills/valuecase-v2-$s/SKILL.md https://revampkey.com/marketplace/valuecase-v2/skills/$s/SKILL.md
done

Ask in plain language, for example “Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.”

Into the shared .agents/skills folder

Connect the Valuecase App MCP server in Cursor.

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

for s in essentials overdue-task-followup space-briefing space-personalisation template-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/valuecase-v2-$s/SKILL.md https://revampkey.com/marketplace/valuecase-v2/skills/$s/SKILL.md
done

Ask in plain language, for example “Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.”

Into the shared .agents/skills folder

Connect the Valuecase App MCP server in Codex.

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

for s in essentials overdue-task-followup space-briefing space-personalisation template-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/valuecase-v2-$s/SKILL.md https://revampkey.com/marketplace/valuecase-v2/skills/$s/SKILL.md
done

Ask in plain language, for example “Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.”

Into the shared .agents/skills folder

Connect the Valuecase App MCP server in VS Code.

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

for s in essentials overdue-task-followup space-briefing space-personalisation template-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/valuecase-v2-$s/SKILL.md https://revampkey.com/marketplace/valuecase-v2/skills/$s/SKILL.md
done

Ask in plain language, for example “Find overdue customer tasks across my active Spaces and draft a follow-up for each customer. Don't send anything.”

RevampKey or copy the files?

In RevampKey

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

See the command

Valuecase App skills FAQ

What is a Valuecase App agent skill?

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

Do the Valuecase App 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 Valuecase App.

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

Do I need the Valuecase App MCP server too?

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

Valuecase App MCP server setup · This page as Markdown

Put Valuecase App’s best workflows in your agent

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

Download RevampKey Connect Valuecase App · 1 click

All 5 Valuecase App skills

Use Valuecase safely with AI

Use it when

Tools it uses

Follow up on overdue Valuecase tasks

Use it when

Tools it uses

Brief on your active customer Spaces

Use it when

Tools it uses

Personalise a customer Space

Use it when

Tools it uses

Review and maintain Valuecase Templates with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Valuecase App skills work

How to install Valuecase App skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Valuecase App skills FAQ

Put Valuecase App’s best workflows in your agent

Skills for related tools