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crm

Manage CRM data and automate client interaction workflows via MCP tools.

Updated Aug 23, 2026
Search Tags:#crm#document-management#task-automation#page-generation#company-management#interaction-logging
One-click install
npx skills add https://github.com/guillempuche/engranatge --skill crm-guillempuche
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/guillempuche/engranatge/tree/main/.claude/skills/crm
Command: npx skills add https://github.com/guillempuche/engranatge --skill crm-guillempuche

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Managing CRM data manually is error‑prone and time‑consuming. This skill provides a structured way to add companies, log interactions, manage documents, tasks, and pages via MCP tools without writing raw SQL.

Core Features & Use Cases

  • Company Management: Create, search, and update companies with proper metadata and status flow.
  • Interaction Logging: Record calls, emails, visits, and set next actions to drive daily task lists.
  • Document Handling: Create and retrieve markdown research documents, prenotes, postnotes linked to interactions.
  • Task & Pipeline Views: Pull next steps and pipeline counts to prioritize work.
  • Page Generation: Draft and publish prospect pages in multiple languages using Tiptap JSON.

Quick Start

Add a new company called "Acme Corp" sourced from LinkedIn and log a follow‑up email interaction.

Frequently Asked Questions about crm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate CRM tasks and log client interactions without writing SQL?▼

Automate CRM tasks by using MCP tools to create companies, log calls and emails, and manage documents. This structured approach handles client data workflows without requiring raw SQL queries.

Can I generate prospect pages in multiple languages using CRM data?▼

Yes, you can generate prospect pages in multiple languages. The skill drafts and publishes pages using Tiptap JSON, integrating client data directly into the generated content.

Do I need MCP tool integration to manage company data and pipeline views?▼

Yes, MCP tool integration is required. The skill relies on MCP tools to manage company data, retrieve pipeline counts, and handle schema conventions for IDs and metadata.

What is the best way to link markdown research documents to client interactions?▼

Link markdown research documents by attaching prenotes and postnotes to specific interaction logs. This ensures research documents are directly tied to the relevant client communication records.

How do I retrieve next steps to prioritize my daily sales tasks?▼

Retrieve next steps by pulling automated pipeline views and task lists. The skill extracts pending actions from logged interactions to drive your daily sales prioritization.

What limitations exist when handling CRM metadata and timestamps via MCP tools?▼

Handling CRM metadata requires strict adherence to schema conventions for IDs and timestamps. Any deviation from these MCP tool schema rules will cause errors in company management and interaction logging.

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