# Valuecase App agent skills for Claude Code, Cursor and RevampKey

> Ready-made Valuecase App playbooks for AI agents: follow up on overdue Valuecase tasks, brief on your active customer Spaces, personalise a customer Space. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Valuecase safely with AI](https://revampkey.com/marketplace/valuecase-v2/skills/essentials.md): 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.
- [Follow up on overdue Valuecase tasks](https://revampkey.com/marketplace/valuecase-v2/skills/overdue-task-followup.md): 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.
- [Brief on your active customer Spaces](https://revampkey.com/marketplace/valuecase-v2/skills/space-briefing.md): 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.
- [Personalise a customer Space](https://revampkey.com/marketplace/valuecase-v2/skills/space-personalisation.md): 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.
- [Review and maintain Valuecase Templates with AI](https://revampkey.com/marketplace/valuecase-v2/skills/template-maintenance.md): 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.

## Install

- RevampKey: connect Valuecase App at https://revampkey.com/marketplace/valuecase-v2; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/valuecase-v2.md