Wealthbox agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Wealthbox

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

All 5 Wealthbox 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 writing24 Wealthbox tools

Use the Wealthbox connector safely

Sets Claude up to work in your Wealthbox CRM with care: it confirms whose account and firm it is reading, checks for existing records before creating anything, and asks for your approval before any change.

Use it when

You have just connected Wealthbox and want to know what Claude can safely do.
You are looking up a client, deal or task and want accurate, scoped results.
You want to be sure nothing gets created or changed in your CRM without your say-so.

Tools it uses

GetContact
GetNote
GetRepeatingTask
GetEvent
GetMeeting
GetOpportunity
GetOpportunityPipeline
GetOpportunityStage
GetProject
GetCustomFieldValue
GetCustomObjectType
GetCustomObject
AddRelatedContact
AddTag
CreateContact
CreateOpportunity
CreateProject
CreateNote
CreateTask
CreateComment
CreateCustomObject
CreateEvent
CreateTag
CreateWorkflow

Example

Pull up the Hartley household in Wealthbox and tell me what I need to know before I call them.

I'm signed in as you, so I'm looking at your own book. I found two records that could be the Hartley household: Anne Hartley and Mark Hartley, both linked to one address. I've read the most recent notes and the one open task. I haven't changed anything. Which of the two should I focus on, or should I check the household record?

Use in RevampKeyRead the full skill →

Read-only10 Wealthbox tools

Prepare for client meetings from your Wealthbox records

Builds a short briefing from a client's Wealthbox record, recent notes, open tasks, upcoming events and opportunities, and flags what the record does not contain. It reads only and asks before changing anything.

Use it when

Before a review call with a long-standing client
When you have a meeting tomorrow and need the open items
When covering for a colleague and need the client's history quickly

Tools it uses

GetContact
GetNote
GetEvent
GetMeeting
GetOpportunity
GetOpportunityStage
GetOpportunityPipeline
GetProject
GetCustomFieldValue
GetCustomObject

Example

Prep me for Dana Whitfield's review on Thursday.

Dana Whitfield's last note is from 14 March: she agreed to send updated beneficiary forms. A task for those forms is still open and 9 days overdue. There is one opportunity at proposal stage with no next step recorded, and the review is already on the calendar for Thursday at 10:00. Three things to raise: the forms, the proposal's next step, and whether the review date needs setting for next year.

Use in RevampKeyRead the full skill →

Asks before writing8 Wealthbox tools

Capture client meeting notes in Wealthbox with AI

Turns your rough summary of a client call into a structured Wealthbox note on the right contact or deal, and drafts follow-up tasks for you to approve. It checks for an existing note first and asks before writing anything.

Use it when

You've just finished a call with a client and want it logged properly
You need action items from a meeting turned into tasks you can approve
You're not sure whether a note from that meeting already exists

Tools it uses

GetContact
GetOpportunity
GetProject
GetEvent
GetMeeting
GetNote
CreateNote
CreateTask

Example

Log my call with Dana Whitfield this morning: she wants to move the rebalancing review to March, we agreed to send her the updated fee schedule, and I'll follow up with her accountant next Thursday.

I found Dana Whitfield's contact record and no note from this morning yet. Here's the draft note: Discussed rebalancing review timing; client asked to move it to March. Agreed to send updated fee schedule. Open item: follow up with client's accountant. Next contact: Thursday, to confirm the date. I'd also create two tasks: send fee schedule to Dana (due this week) and contact accountant (Thursday). Should I create the note and both tasks?

Use in RevampKeyRead the full skill →

Asks before writing12 Wealthbox tools

Review your Wealthbox pipeline with AI

Walks your opportunity pipeline stage by stage to flag stalled, unowned and stale deals, then proposes updates. It asks before changing any stage or record.

Use it when

A weekly pipeline check before the sales meeting
Finding deals that have gone quiet or have past close dates
Preparing a deal review for a manager or partner

Tools it uses

GetOpportunityPipeline
GetOpportunityStage
GetOpportunity
GetNote
GetMeeting
GetEvent
CreateOpportunity
CreateTask
CreateNote
CreateComment
CreateEvent
AddTag

Example

Review my open opportunities in the main pipeline and tell me which deals need a decision this week.

Reviewed 24 of 24 open deals in the Main pipeline. 6 need attention: 3 stalled with no activity in 60+ days, 2 with close dates already passed, and 1 with no owner. Top priority is the Harbor Ridge proposal ($180,000), which has no next step. I haven't changed anything. Want me to draft the follow-up tasks for your approval?

Use in RevampKeyRead the full skill →

Asks before writing7 Wealthbox tools

Check Wealthbox project and workflow status

Finds stuck, overdue and unowned steps across your Wealthbox projects and workflows, then drafts the next action. It asks before advancing, starting or posting anything.

Use it when

A client's onboarding workflow has gone quiet and you want to know which step is blocking it
You need a list of overdue or unowned steps across one project type before a team meeting
You want to know what the next action should be on a client's service project

Tools it uses

GetProject
GetRepeatingTask
GetContact
CreateTask
CreateWorkflow
CreateProject
CreateComment

Example

Where is the Henderson onboarding workflow stuck, and what should happen next?

The Henderson onboarding workflow has been stalled since 3 March. The first open step, 'collect signed IPS', has no owner and was due on 10 March. It is blocking the three account-opening steps after it. Proposed next action: assign the step to the associate and set a new due date. I have not changed anything; reply yes if you want me to make the assignment.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Wealthbox skills work

Connect Wealthbox
The Wealthbox MCP server gives the agent its tools.
Ask in plain words
“Prep me for Dana Whitfield's review on Thursday.” 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 Wealthbox skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Wealthbox. 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 “Prep me for Dana Whitfield's review on Thursday.”
Download RevampKeyConnect Wealthbox · 1 click
Get RevampKey to connect Wealthbox
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Wealthbox is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials client-meeting-prep meeting-notes-capture pipeline-review workflow-and-project-status; do curl -fsSL --create-dirs -o .claude/skills/wealthbox-$s/SKILL.md https://revampkey.com/marketplace/wealthbox/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Wealthbox MCP server in Claude Code.

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

for s in essentials client-meeting-prep meeting-notes-capture pipeline-review workflow-and-project-status; do
  curl -fsSL --create-dirs -o .claude/skills/wealthbox-$s/SKILL.md https://revampkey.com/marketplace/wealthbox/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for Dana Whitfield's review on Thursday.”

Into the shared .agents/skills folder

Connect the Wealthbox MCP server in Cursor.

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

for s in essentials client-meeting-prep meeting-notes-capture pipeline-review workflow-and-project-status; do
  curl -fsSL --create-dirs -o .agents/skills/wealthbox-$s/SKILL.md https://revampkey.com/marketplace/wealthbox/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for Dana Whitfield's review on Thursday.”

Into the shared .agents/skills folder

Connect the Wealthbox MCP server in Codex.

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

for s in essentials client-meeting-prep meeting-notes-capture pipeline-review workflow-and-project-status; do
  curl -fsSL --create-dirs -o .agents/skills/wealthbox-$s/SKILL.md https://revampkey.com/marketplace/wealthbox/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for Dana Whitfield's review on Thursday.”

Into the shared .agents/skills folder

Connect the Wealthbox MCP server in VS Code.

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

for s in essentials client-meeting-prep meeting-notes-capture pipeline-review workflow-and-project-status; do
  curl -fsSL --create-dirs -o .agents/skills/wealthbox-$s/SKILL.md https://revampkey.com/marketplace/wealthbox/skills/$s/SKILL.md
done

Ask in plain language, for example “Prep me for Dana Whitfield's review on Thursday.”

RevampKey or copy the files?

In RevampKey

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

See the command

Wealthbox skills FAQ

What is a Wealthbox agent skill?

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

Do the Wealthbox skills change anything on their own?

1 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 Wealthbox.

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

Do I need the Wealthbox MCP server too?

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

Wealthbox MCP server setup · This page as Markdown

Put Wealthbox’s best workflows in your agent

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

Download RevampKey Connect Wealthbox · 1 click

All 5 Wealthbox skills

Use the Wealthbox connector safely

Use it when

Tools it uses

Prepare for client meetings from your Wealthbox records

Use it when

Tools it uses

Capture client meeting notes in Wealthbox with AI

Use it when

Tools it uses

Review your Wealthbox pipeline with AI

Use it when

Tools it uses

Check Wealthbox project and workflow status

Use it when

Tools it uses

Get all 5 without copying a file

How Wealthbox skills work

How to install Wealthbox skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Wealthbox skills FAQ

Put Wealthbox’s best workflows in your agent

Skills for related tools