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

> Ready-made Wealth.com playbooks for AI agents: scan your Wealth.com book for tax planning opportunities, find the gaps in a client's estate plan. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Wealth.com connector safely](https://revampkey.com/marketplace/wealth-com/skills/essentials.md): 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.
- [Scan your Wealth.com book for tax planning opportunities](https://revampkey.com/marketplace/wealth-com/skills/book-tax-planning-scan.md): 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.
- [Find the gaps in a client's estate plan](https://revampkey.com/marketplace/wealth-com/skills/client-estate-plan-gap-review.md): 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.

## Install

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

```bash
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
```

### 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.

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