Zoho Projects agent skills for Claude Code, Cursor and RevampKey

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

Download RevampKey, free I have it: connect Zoho Projects

Connect Zoho Projects once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Zoho Projects 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 writing23 Zoho Projects tools

Use Zoho Projects safely with AI

Confirms the portal and project scope first, picks the right tool at each level of the hierarchy, and asks for your explicit approval before any create, update, trash or restore.

Use it when

You are starting any Zoho Projects task and want the right portal and project selected first
You are unsure whether to use a portal-wide or project-scoped view
An AI assistant returned an error or unexpected results from Zoho Projects

Tools it uses

getAllPortals
getAllProjects
getProjectDetails
getTaskListsByPortal
getAllProjectTaskLists
getTaskListDetails
getProjectPhases
getPhases
getPhaseDetail
getTasksByPortal
getTasksByProject
getTaskDetails
createTaskList
createDefaultTasklist
createProject
updateProject
trashProject
restoreProject
updateTaskList
createTask
updateTask
createPhase
updatePhase

Example

Show me the open task lists in our Website Relaunch project, but first confirm which portal you're looking at.

Your portal is Acme Studio (id 88412). I found 3 open task lists in Website Relaunch: Content, Design and Launch Checklist. I did not read task details yet. Do you want me to go through the tasks in each list next?

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Asks before writing17 Zoho Projects tools

Review a Zoho Projects project before you close or trash it

Checks a nearing-completion project for open tasks, unfinished phases and missing wrap-up items, then recommends keep, close out or trash. It asks before changing anything.

Use it when

A project is wrapping up and you want to know what is still open
You are deciding whether a finished project can be trashed
You need a close-out checklist for a client project

Tools it uses

getAllPortals
getPortalDetails
getAllProjects
getProjectDetails
getAllProjectTaskLists
getTaskListDetails
getTasksByProject
getTaskDetails
getProjectPhases
getPhaseDetail
trashProject
restoreProject
updateProject
updateTask
updateTaskList
updatePhase
createTask

Example

Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.

Website Redesign has 4 open tasks and 1 open phase, out of 38 tasks in total. Two open tasks look obsolete and two still carry live work, so I recommend keeping it for now. I have not trashed anything. Once you confirm the two obsolete tasks can be closed, I can re-check the project. Trashing is reversible with restore.

Use in RevampKeyRead the full skill →

Asks before writing11 Zoho Projects tools

Set up a Zoho Projects project from a brief

Turns a pasted project brief into a Zoho Projects project with task lists, a default list, phases and first tasks. It shows the full plan and waits for your approval before creating anything.

Use it when

A new client or initiative needs a project set up quickly from a written brief
A scope document should become phases, task lists and first tasks
You want to check for duplicates before anything is created

Tools it uses

getAllPortals
getAllProjects
createProject
createTaskList
getTaskListsByPortal
getAllProjectTaskLists
createDefaultTasklist
createPhase
getProjectPhases
createTask
getProjectDetails

Example

Set up a Zoho Projects project from this brief: a 12-week website relaunch with discovery, build and launch phases, and separate design and content workstreams.

I checked the portal and found no existing project with that name. Here is the plan: project 'Website Relaunch', default list 'General', two task lists (Design, Content), three phases (Discovery, Build, Launch) and 9 first tasks. Two items are open questions: who owns content sign-off, and the launch date. Nothing is created yet. Reply yes to create it, or send edits.

Use in RevampKeyRead the full skill →

Asks before writing9 Zoho Projects tools

Clean up a Zoho Projects task backlog

Finds orphaned, misfiled, stale and duplicated tasks across your task lists and phases, then drafts a reorganisation plan. Nothing changes until you approve each group of edits.

Use it when

A portal has grown messy with tasks in the wrong lists
You suspect duplicate tasks left over from old plans
You want stale or unowned tasks sorted before a planning meeting

Tools it uses

getAllPortals
getTaskListsByPortal
getAllProjectTaskLists
getTasksByPortal
getTasksByProject
getTaskDetails
getPhaseDetail
updateTask
updateTaskList

Example

Clean up the task backlog in our Product portal. Find duplicates and tasks in the wrong list, and show me a plan before changing anything.

I read 142 tasks across 9 task lists in the Product portal. I classified 21 problems: 6 misfiled, 9 duplicated pairs and 6 stale tasks. Here is the plan, grouped by edit type. Group 1 moves the 6 misfiled tasks to the right lists. Group 2 closes the weaker copy of each duplicate pair. Nothing has been applied yet; tell me which groups to apply.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

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

Download RevampKey

How Zoho Projects skills work

Connect Zoho Projects
The Zoho Projects MCP server gives the agent its tools.
Ask in plain words
“Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.” 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 Zoho Projects skills

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

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Zoho Projects. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.”
Download RevampKeyConnect Zoho Projects · 1 click
Get RevampKey to connect Zoho Projects
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Zoho Projects is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials project-close-or-archive-review project-setup-from-brief task-backlog-cleanup; do curl -fsSL --create-dirs -o .claude/skills/zoho-projects-$s/SKILL.md https://revampkey.com/marketplace/zoho-projects/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Zoho Projects MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials project-close-or-archive-review project-setup-from-brief task-backlog-cleanup; do
  curl -fsSL --create-dirs -o .claude/skills/zoho-projects-$s/SKILL.md https://revampkey.com/marketplace/zoho-projects/skills/$s/SKILL.md
done

Ask in plain language, for example “Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.”

Into the shared .agents/skills folder

Connect the Zoho Projects MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials project-close-or-archive-review project-setup-from-brief task-backlog-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-projects-$s/SKILL.md https://revampkey.com/marketplace/zoho-projects/skills/$s/SKILL.md
done

Ask in plain language, for example “Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.”

Into the shared .agents/skills folder

Connect the Zoho Projects MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials project-close-or-archive-review project-setup-from-brief task-backlog-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-projects-$s/SKILL.md https://revampkey.com/marketplace/zoho-projects/skills/$s/SKILL.md
done

Ask in plain language, for example “Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.”

Into the shared .agents/skills folder

Connect the Zoho Projects MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials project-close-or-archive-review project-setup-from-brief task-backlog-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-projects-$s/SKILL.md https://revampkey.com/marketplace/zoho-projects/skills/$s/SKILL.md
done

Ask in plain language, for example “Can we trash the Website Redesign project in the Client Work portal? Check what is still open first.”

RevampKey or copy the files?

In RevampKey

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

See the command

Zoho Projects skills FAQ

What is a Zoho Projects agent skill?

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

Do the Zoho Projects 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 Zoho Projects.

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

Do I need the Zoho Projects MCP server too?

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

Zoho Projects MCP server setup · This page as Markdown

Put Zoho Projects’s best workflows in your agent

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

Download RevampKey Connect Zoho Projects · 1 click

All 4 Zoho Projects skills

Use Zoho Projects safely with AI

Use it when

Tools it uses

Review a Zoho Projects project before you close or trash it

Use it when

Tools it uses

Set up a Zoho Projects project from a brief

Use it when

Tools it uses

Clean up a Zoho Projects task backlog

Use it when

Tools it uses

Get all 4 without copying a file

How Zoho Projects skills work

How to install Zoho Projects skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Zoho Projects skills FAQ

Put Zoho Projects’s best workflows in your agent

Skills for related tools