crm-lookup

Search, view, update, and merge contacts in a local CRM database.

609|81|Updated Nov 15, 2024
One-click install
npx skills add https://github.com/QuixiAI/Hexis --skill crm-lookup
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm-lookup
Source: https://github.com/QuixiAI/Hexis/tree/main/skills/installed/crm-lookup
Command: npx skills add https://github.com/QuixiAI/Hexis --skill crm-lookup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Keeping track of people across conversations, meetings, and emails is hard when contact details are scattered or duplicated. This Skill gives the agent a consistent way to search a local contacts database, view full profiles, persist new information, and consolidate duplicate records.

Core Features & Use Cases

  • Contact Search & Disambiguation: Find people by name, email, or company, and resolve ambiguous matches by recency and relationship strength.
  • Profile Viewing & Enrichment: Pull full contact profiles and cross-reference them with episodic memories for relational context.
  • Record Updates & Merges: Persist new details (role, company, email) to existing records and merge duplicates while keeping the most complete data.
  • Use Case: Before a meeting, ask who an attendee is; the Skill searches the CRM, returns their role and history, and updates the record afterward with anything new learned during the conversation.

Quick Start

Ask the agent to look up a person, for example: "Who is Sarah Chen and what do we know about her?"

Frequently Asked Questions about crm-lookup

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

FAQPage Schema
How do I look up a contact in the local CRM?

Ask the agent who a person is or request their details by name, email, or company. The Skill runs search_contacts with the most specific identifier available, then uses get_contact to return the full profile including role, tags, notes, and interaction history.

How does the CRM handle duplicate contact records?

When two records clearly represent the same person, such as matching emails or matching name plus company, the merge_contacts tool consolidates them. The merge keeps the most complete data from both records and logs the action as an episodic memory for audit.

What happens when a contact search returns multiple matches?

The Skill never silently picks a person. In chat mode it presents the short list of matches for the user to choose; in heartbeat mode it selects the most relevant match based on recency and relationship strength.

Can the CRM update a contact automatically during conversation?

Yes. When new information surfaces, such as a new role, company, or corrected email, the update_contact tool persists it to the existing record. It prefers updating over creating new records and never overwrites fields with empty or less-specific data.

Is contact data shared with external services?

No. Contact data is treated as sensitive and stays in the local database. The Skill's guidelines prohibit exposing contact details to external services or tools without explicit user intent.