Webull agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Webull

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

All 5 Webull 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 writing20 Webull tools

Use Webull Cloud MCP safely with AI

Sets the ground rules for working with your Webull account through AI: it checks which accounts and data groups you authorized, picks the right market tools, and asks before any watchlist change.

Use it when

You just connected Webull and want to know what the assistant can see
A Webull price or account figure does not match your app
You want to tidy watchlists without accidental deletions

Tools it uses

get_account_list
get_event_categories
get_event_series
get_event_events
get_event_instruments
get_event_snapshot
get_event_depth
get_event_bars
get_event_tick
get_futures_instruments
get_futures_depth
get_futures_bars
get_futures_footprint
get_crypto_instruments
get_crypto_snapshot
get_crypto_bars
get_company_profile
create_watchlist
delete_watchlist
add_watchlist_instruments

Example

Which of my Webull accounts can you see, and do I have real-time data?

Two trading accounts are visible: a cash account and a margin account. I can read balances and positions for both. Market data status shows as delayed for one futures contract, so the price may lag your app. I have not changed anything.

Use in RevampKeyRead the full skill →

Read-only14 Webull tools

Webull market snapshot brief

Pulls a timestamped, cross-asset read on a few instruments from Webull market data and writes a short brief covering price context, liquidity, the order book and the analyst view. Read-only, and it never touches your account or orders.

Use it when

You want a quick read on a ticker before the open
You are comparing a few stocks, ETFs or futures side by side
You want to know whether a move is broad or stock-specific

Tools it uses

get_crypto_instruments
get_futures_instruments
get_event_instruments
get_crypto_snapshot
get_event_snapshot
get_crypto_bars
get_futures_bars
get_event_bars
get_futures_depth
get_event_depth
get_futures_footprint
get_event_tick
get_analyst_rating
get_analyst_target_price

Example

Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.

Brief as of 10:42 ET. NVDA last 912.40 (+1.8%) at 10:41; the 60-day range is 840–930. Spread is 0.02, with a deep book at the best bid and ask. Analysts: 38 buy, 6 hold, average target 990 (as of this week). AMD last 168.10 (−0.6%), trading inside the day's range with a wider spread. QQQ moved with the market, not on its own. Not investment advice; no account action taken.

Use in RevampKeyRead the full skill →

Read-only3 Webull tools

Review your Webull portfolio positions with AI

Reads your authorized Webull balances, holdings and open orders and writes a dated review of cash, concentration and pending orders. It is read-only and places no trades.

Use it when

You want to know how concentrated your holdings are in one name.
You need to see how much cash is actually free after pending orders.
You want a dated snapshot of positions before a rebalancing discussion.

Tools it uses

get_account_list
get_account_balance
get_account_positions

Example

How concentrated is my Webull portfolio, and how much cash do I really have free after my open orders?

Your main account holds 14 positions with Apple at 26 percent of value, and the top three together make up 58 percent. You have about 9,400 in cash, but 3,200 of that is reserved for two open buy orders, so about 6,200 is free. Three positions are under 1 percent each, which is worth tidying but not urgent. This was a read-only review, and nothing was changed.

Use in RevampKeyRead the full skill →

Asks before writing2 Webull tools

Research a stock or fund with AI using Webull data

Builds a sourced, dated research note on one Webull stock or fund, covering profile, filings, earnings and dividend calendars, forecast EPS and peer comparison. It is read-only and does not give buy or sell calls.

Use it when

You want to know what is coming up for a ticker, such as earnings or a dividend date.
You need recent SEC filings summarised with their dates.
You want a company or fund compared with its closest peers.

Tools it uses

get_company_profile
add_watchlist_instruments

Example

Research AAPL for me: next earnings date, latest filings, and how its EPS forecast compares with its closest peers.

Here is the AAPL note as of today's pull. The next earnings date is listed as estimated, and the latest 10-Q was filed within the last three months. Forecast EPS for the next report is shown against last year's figure, and I compared it with two closest peers on the same metric. Anything the tool did not return is marked as not available.

Use in RevampKeyRead the full skill →

Asks before writing3 Webull tools

Tidy your Webull watchlists with AI

Audits your Webull watchlists for duplicates, empty lists and unclear names, then proposes an exact change set. It makes no change until you approve each write.

Use it when

You want to clean up watchlists that have grown messy over time
You need to consolidate duplicate symbols across several lists
You want to rename or remove a list without losing symbols by accident

Tools it uses

create_watchlist
delete_watchlist
add_watchlist_instruments

Example

Audit my Webull watchlists and suggest a cleanup, but don't change anything until I approve.

I found 4 lists with 37 symbols in total. Growth has ADBE listed twice, and there is an empty list called "Test". Proposed changes: remove the duplicate ADBE from Growth, and delete Test. Nothing has been changed yet; tell me which items to apply.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

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

Download RevampKey

How Webull skills work

Connect Webull
The Webull MCP server gives the agent its tools.
Ask in plain words
“Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.” 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 Webull skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Webull. 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 “Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.”
Download RevampKeyConnect Webull · 1 click
Get RevampKey to connect Webull
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Webull is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials market-snapshot-brief portfolio-position-review security-fundamentals-research watchlist-maintenance; do curl -fsSL --create-dirs -o .claude/skills/webull-$s/SKILL.md https://revampkey.com/marketplace/webull/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Webull MCP server in Claude Code.

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

for s in essentials market-snapshot-brief portfolio-position-review security-fundamentals-research watchlist-maintenance; do
  curl -fsSL --create-dirs -o .claude/skills/webull-$s/SKILL.md https://revampkey.com/marketplace/webull/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.”

Into the shared .agents/skills folder

Connect the Webull MCP server in Cursor.

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

for s in essentials market-snapshot-brief portfolio-position-review security-fundamentals-research watchlist-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/webull-$s/SKILL.md https://revampkey.com/marketplace/webull/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.”

Into the shared .agents/skills folder

Connect the Webull MCP server in Codex.

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

for s in essentials market-snapshot-brief portfolio-position-review security-fundamentals-research watchlist-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/webull-$s/SKILL.md https://revampkey.com/marketplace/webull/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.”

Into the shared .agents/skills folder

Connect the Webull MCP server in VS Code.

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

for s in essentials market-snapshot-brief portfolio-position-review security-fundamentals-research watchlist-maintenance; do
  curl -fsSL --create-dirs -o .agents/skills/webull-$s/SKILL.md https://revampkey.com/marketplace/webull/skills/$s/SKILL.md
done

Ask in plain language, for example “Give me a snapshot brief on NVDA, AMD and the QQQ ETF as of now, with liquidity and what analysts say.”

RevampKey or copy the files?

In RevampKey

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

See the command

Webull skills FAQ

What is a Webull agent skill?

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

Do the Webull 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 Webull.

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

Do I need the Webull MCP server too?

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

Webull MCP server setup · This page as Markdown

Put Webull’s best workflows in your agent

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

Download RevampKey Connect Webull · 1 click

All 5 Webull skills

Use Webull Cloud MCP safely with AI

Use it when

Tools it uses

Webull market snapshot brief

Use it when

Tools it uses

Review your Webull portfolio positions with AI

Use it when

Tools it uses

Research a stock or fund with AI using Webull data

Use it when

Tools it uses

Tidy your Webull watchlists with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Webull skills work

How to install Webull skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Webull skills FAQ

Put Webull’s best workflows in your agent

Skills for related tools