# Wealthbox agent skills for Claude Code, Cursor and RevampKey

> Ready-made Wealthbox playbooks for AI agents: prepare for client meetings from your Wealthbox records, capture client meeting notes in Wealthbox with AI, review your Wealthbox pipeline with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Wealthbox connector safely](https://revampkey.com/marketplace/wealthbox/skills/essentials.md): 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.
- [Prepare for client meetings from your Wealthbox records](https://revampkey.com/marketplace/wealthbox/skills/client-meeting-prep.md): 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.
- [Capture client meeting notes in Wealthbox with AI](https://revampkey.com/marketplace/wealthbox/skills/meeting-notes-capture.md): 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.
- [Review your Wealthbox pipeline with AI](https://revampkey.com/marketplace/wealthbox/skills/pipeline-review.md): 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.
- [Check Wealthbox project and workflow status](https://revampkey.com/marketplace/wealthbox/skills/workflow-and-project-status.md): 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.

## Install

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

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/wealthbox.md