Wealth.com agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Wealth.com

Connect Wealth.com once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Wealth.com 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 writing9 Wealth.com tools

Use the Wealth.com connector safely

Shows how to use the Wealth.com connector to read your own client files: confirming the client first, choosing the right lookup, and asking before any upload. It never changes a client file without your yes.

Use it when

You want to check a client's estate or tax records from Claude
A Wealth.com lookup returns nothing or is blocked
You need to add a document to a client file and want the approval step explained

Tools it uses

find_client
get_clients
list_documents
get_extraction_result
get_estate_snapshot
get_estate_risks
get_executive_summary
get_lookback_report
upload_extract_document

Example

Which of my clients have a trust on file, and what does the Brady family trust say about the successor trustee?

Your book has 212 clients; I checked the first 50 and found 14 with a trust on file. For the Brady family, the 2019 trust names the successor trustee in Article 4, page 7, as their adult daughter. I have not checked the remaining 162 clients or any amendments not on file.

Use in RevampKeyRead the full skill →

Asks before writing7 Wealth.com tools

Scan your Wealth.com book for tax planning opportunities

Ranks the clients in your book who may benefit from a Roth conversion, showing the bracket headroom and estimated tax behind each call. It works from returns on file and asks for current-year figures rather than assuming them.

Use it when

You want to know which clients have room in a lower bracket this year
You are preparing a year-end planning review across the book
You need to prioritise which clients get a Roth conversion conversation first

Tools it uses

get_clients
find_client
list_documents
get_extraction_result
get_executive_summary
get_estate_snapshot
upload_extract_document

Example

Which of my clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.

I screened 42 clients with returns on file, using their prior-year taxable income plus the $150,000 you gave me. Strong candidates: 9 clients with material headroom and a sizeable pre-tax balance. Conditional: 14 clients whose headroom depends on a current-year figure you have not confirmed. Not indicated: 19 clients with little room or no pre-tax balance. Every estimate is labelled with its inputs and source return.

Use in RevampKeyRead the full skill →

Asks before writing6 Wealth.com tools

Find the gaps in a client's estate plan

Reads one Wealth.com client's trusts, wills and beneficiary records and reports where the plan has gaps or stale provisions, each tied to its source document. It asks before changing any record.

Use it when

Before a family meeting, to see what the estate plan does not cover
After a birth, marriage, divorce or death in the family
When an asset may sit outside the trust

Tools it uses

find_client
get_clients
list_documents
get_estate_snapshot
get_estate_risks
upload_extract_document

Example

What gaps are in the Brady family's estate plan?

The Brady family trust is in place, but the 2019 brokerage account is titled in Mr. Brady's name, not the trust, so it would go through probate. The IRA names an ex-spouse as primary beneficiary, which conflicts with the will. Both should be raised with their estate attorney.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

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

Download RevampKey

How Wealth.com skills work

Connect Wealth.com
The Wealth.com MCP server gives the agent its tools.
Ask in plain words
“Which of my clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.” 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 Wealth.com skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Wealth.com. All 3 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 clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.”
Download RevampKeyConnect Wealth.com · 1 click
Get RevampKey to connect Wealth.com
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Wealth.com is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials book-tax-planning-scan client-estate-plan-gap-review; do curl -fsSL --create-dirs -o .claude/skills/wealth-com-$s/SKILL.md https://revampkey.com/marketplace/wealth-com/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Wealth.com MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials book-tax-planning-scan client-estate-plan-gap-review; do
  curl -fsSL --create-dirs -o .claude/skills/wealth-com-$s/SKILL.md https://revampkey.com/marketplace/wealth-com/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.”

Into the shared .agents/skills folder

Connect the Wealth.com MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials book-tax-planning-scan client-estate-plan-gap-review; do
  curl -fsSL --create-dirs -o .agents/skills/wealth-com-$s/SKILL.md https://revampkey.com/marketplace/wealth-com/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.”

Into the shared .agents/skills folder

Connect the Wealth.com MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials book-tax-planning-scan client-estate-plan-gap-review; do
  curl -fsSL --create-dirs -o .agents/skills/wealth-com-$s/SKILL.md https://revampkey.com/marketplace/wealth-com/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.”

Into the shared .agents/skills folder

Connect the Wealth.com MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials book-tax-planning-scan client-estate-plan-gap-review; do
  curl -fsSL --create-dirs -o .agents/skills/wealth-com-$s/SKILL.md https://revampkey.com/marketplace/wealth-com/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of my clients have bracket headroom for a Roth conversion this year? I expect about $150,000 of extra income.”

RevampKey or copy the files?

In RevampKey

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

See the command

Wealth.com skills FAQ

What is a Wealth.com agent skill?

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

Do the Wealth.com 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 Wealth.com.

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

Do I need the Wealth.com MCP server too?

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

Wealth.com MCP server setup · This page as Markdown

Put Wealth.com’s best workflows in your agent

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

Download RevampKey Connect Wealth.com · 1 click

All 3 Wealth.com skills

Use the Wealth.com connector safely

Use it when

Tools it uses

Scan your Wealth.com book for tax planning opportunities

Use it when

Tools it uses

Find the gaps in a client's estate plan

Use it when

Tools it uses

Get all 3 without copying a file

How Wealth.com skills work

How to install Wealth.com skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Wealth.com skills FAQ

Put Wealth.com’s best workflows in your agent

Skills for related tools