agentic-crm-setup
CommunitySet up your agentic CRM assistant end-to-end.
Personal & Entrepreneur#data privacy#tool discovery#agent onboarding#approval workflows#telegram automation#crm setup#schedule crons
Authorgrandamenium
Version1.0.0
Installs0
System Documentation
What problem does it solve?
agentic-crm-setup eliminates the friction of configuring a personal assistant by turning a generic template into a user-specific agent with the right identity, tools, CRM schema, schedules, and approval boundaries.
Core Features & Use Cases
- Guided full onboarding: Collects user-specific identity, scope, privacy preferences, and approval rules in small batches (pausing after each batch on Telegram).
- Tool discovery and safe credential handling: Detects available tooling and instructs users to provide secrets only via env/org secrets/connector auth flows, not via chat.
- Deterministic file bootstrapping: Writes every answer into the correct bootstrap files for the assistant (identity, user preferences, system/org settings, goals, tools, CRM seed data, and durable memory).
- Initial CRM operationalization: Seeds contacts, relationship-health defaults, and follow-up cadence so the assistant can start functioning immediately.
Quick Start
Ask the assistant to run agentic-crm-setup to configure your assistant’s identity, tools, CRM schema, schedule, and what actions require approval.
Dependency Matrix
Required Modules
None requiredComponents
Standard packageđŸ’» Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: agentic-crm-setup Download link: https://github.com/grandamenium/cortextos/archive/main.zip#agentic-crm-setup Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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