Zacks Data agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Zacks Data

Connect Zacks Data once and all 1 skills install themselves and stay up to date. Mac, Windows and Linux.

All 1 Zacks Data skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only4 Zacks Data tools

Using Zacks Data well: fundamentals you can trust

Shows how to use the Zacks Data connector safely: confirm the company and periods, pick the right statement, and keep reported figures separate from derived ones. It reads data only.

Use it when

You need a company's income statement, balance sheet or cash flow history
You want a quick snapshot across several companies before a deeper look
You are building a model and need aligned statements for the same periods

Tools it uses

get_company_snapshot
get_income_statement
get_balance_sheet
get_cash_flow

Example

Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.

NVDA, quarterly, last 8 reported quarters. Revenue and operating income are reported values from Zacks standardized SEC data. Operating margin is derived as operating income divided by revenue for each quarter, and I have labelled it as derived in the table.

Use in RevampKeyRead the full skill →

Get all 1 without copying a file

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

Download RevampKey

How Zacks Data skills work

Connect Zacks Data
The Zacks Data MCP server gives the agent its tools.
Ask in plain words
“Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.” 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 Zacks Data skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Zacks Data. All 1 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.”
Download RevampKeyConnect Zacks Data · 1 click
Get RevampKey to connect Zacks Data
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Zacks Data is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
curl -fsSL --create-dirs -o .claude/skills/zacks-data-essentials/SKILL.md https://revampkey.com/marketplace/zacks-data/skills/essentials/SKILL.md
Other tools

Into this project’s .claude/skills folder

Connect the Zacks Data MCP server in Claude Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .claude/skills/zacks-data-essentials/SKILL.md https://revampkey.com/marketplace/zacks-data/skills/essentials/SKILL.md

Ask in plain language, for example “Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.”

Into the shared .agents/skills folder

Connect the Zacks Data MCP server in Cursor.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/zacks-data-essentials/SKILL.md https://revampkey.com/marketplace/zacks-data/skills/essentials/SKILL.md

Ask in plain language, for example “Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.”

Into the shared .agents/skills folder

Connect the Zacks Data MCP server in Codex.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/zacks-data-essentials/SKILL.md https://revampkey.com/marketplace/zacks-data/skills/essentials/SKILL.md

Ask in plain language, for example “Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.”

Into the shared .agents/skills folder

Connect the Zacks Data MCP server in VS Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/zacks-data-essentials/SKILL.md https://revampkey.com/marketplace/zacks-data/skills/essentials/SKILL.md

Ask in plain language, for example “Show me NVDA's quarterly revenue and operating-margin trend for the last 8 quarters.”

RevampKey or copy the files?

In RevampKey

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

See the command

Zacks Data skills FAQ

What is a Zacks Data agent skill?

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

Do the Zacks Data skills change anything on their own?

1 of the 1 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 Zacks Data.

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

Do I need the Zacks Data MCP server too?

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

Zacks Data MCP server setup · This page as Markdown

Put Zacks Data’s best workflows in your agent

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

Download RevampKey Connect Zacks Data · 1 click

All 1 Zacks Data skills

Using Zacks Data well: fundamentals you can trust

Use it when

Tools it uses

Get all 1 without copying a file

How Zacks Data skills work

How to install Zacks Data skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Zacks Data skills FAQ

Put Zacks Data’s best workflows in your agent

Skills for related tools