crm

Create, update, and query contact records through the MCP-CRM service.

Updated Mar 30, 2026
One-click install
npx skills add https://github.com/guizonatto/myopen-claw --skill crm-guizonatto
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/guizonatto/myopen-claw/tree/main/skills/crm
Command: npx skills add https://github.com/guizonatto/myopen-claw --skill crm-guizonatto

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Keeping track of clients, friends, family, and acquaintances manually leads to lost context and missed follow-ups. This Skill centralizes contact management through the MCP-CRM service, letting you register events, enrich profiles, and query interaction history without copy-pasting between tools. ## Core Features & Use Cases - Contact CRUD via MCP-CRM: Add, search, and update contacts using name, email, phone, or social media usernames, with disambiguation rules for homonyms. - Event and history logging: Record dated happenings (promotions, birthdays, social media posts) in contact notes, including data mined from LinkedIn, Instagram, and other networks. - Outreach workflow support: Includes operations for first-touch approval, personalized outreach drafts, follow-up scheduling, and no-interest compliance marking, plus a library of WhatsApp message templates and sales battlecards. - Use Case: A crawler finds that a contact announced a new job on LinkedIn; the Skill searches the contact by social username, then appends the dated event to their notes in the CRM. ## Quick Start Ask the assistant to register a new contact named João Silva as a client with his phone number and a note about his recent promotion.

Frequently Asked Questions about crm

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

FAQPage Schema
How do I update a contact without knowing their contact ID?

Search the contact first using name, email, phone, or social_username, then use the returned contact_id for the update. The Skill supports lookup by any of these identifiers, so the database ID is never required upfront.

How do I register an event like a promotion or birthday for a contact?

Send an update action with the contact identifier and a dated entry in the notes field, such as '29/03/2026: João foi promovido a gerente de vendas.' Events mined from social networks should include the source and date.

Can I find a contact using their social media username?

Yes, the social_username field is a valid search and update identifier for networks like LinkedIn, Instagram, Facebook, Twitter, and TikTok. It is especially useful when email or phone is unavailable.

How does the Skill handle contacts with identical names?

For homonyms, combine at least one additional field such as email, phone, or social_username before updating. Operations should only proceed with at least 95% certainty about the contact's identity.

What happens when a lead says they are not interested?

The mark_no_interest operation must be called immediately, and contacts flagged with do_not_contact=true must never be re-approached. First contact with any lead always requires human approval via approve_first_touch.