What problem does it solve?
This skill consolidates workspace fundamentals for CRM—enabling consistent setup, governance, and evolution of objects, fields, entries, and associated documents, views, and workflows across the DuckDB-backed data model and the filesystem projection.
Core Features & Use Cases
- Centralizes CRM workspace fundamentals (DuckDB schema, object builder patterns, document linkage, and view templates) for consistent onboarding and governance.
- Enables end-to-end object/field/entry mutations with filesystem projection and verification to keep UI in sync with data and documents.
- Supports cross-skill guidance for specialized operations (DuckDB operations, documents, reports, actions, and views).
Quick Start
Initialize your CRM workspace by bootstrapping DuckDB schemas, objects, and views, then connect documents and workflows to enable end-to-end CRM operations.