skills.rest
superagi
superagiOFFICIAL
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crm

Manage CRM records in SuperAGI Sales via the CRM CLI.

1|Updated Mar 24, 2026
Search Tags:#workflow#cli#sales#crm#contacts#leads
One-click install
npx skills add https://github.com/superagi/skills --skill crm-superagi
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/superagi/skills/tree/main/crm
Command: npx skills add https://github.com/superagi/skills --skill crm-superagi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Managing CRM records for SuperAGI Sales via a consistent, CLI-based interface reduces reliance on the web UI and ensures reproducible workflows across teams.

Core Features & Use Cases

  • Schema-driven CRUD across common CRM object types (leads, contacts, companies, deals, tasks).
  • Unified command structure for discovering schemas, listing objects, and managing relationships.
  • Safe defaults and clear JSON payload formats to minimize errors and enable automation in sales workflows.
  • Use Case: Convert a lead to a contact and link to a company, then update the deal stage as work progresses.

Quick Start

Install the CRM CLI, authenticate with your API key, then run the help command to discover available objects.

Frequently Asked Questions about crm

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

FAQPage Schema
How do I manage CRM records via the command line instead of the web UI?▼

You can manage CRM records via the command line using a CLI tool that supports schema-driven CRUD operations for leads, contacts, companies, deals, and tasks. It uses standardized JSON payloads to ensure reproducible sales workflows across teams.

Can I convert a lead to a contact and link it to a company in an automated sales workflow?▼

Yes, you can convert a lead to a contact and link it to a company using cross-object relationship management commands. This allows you to update deal stages and progress typical sales workflows programmatically.

How do I discover available object schemas before creating new CRM records?▼

You can discover available object schemas by running the help command after installing the CLI and authenticating with your API key. This discovery process reveals standardized object slugs and documented workflows needed for creation.

Do I need a specific environment configuration to run CRM automation tasks?▼

Yes, CRM automation tasks require a properly configured environment with API key authentication. Safe defaults and clear JSON payload formats are used to minimize errors and enable automated sales workflows.

What is the best way to update deal stages across multiple CRM objects programmatically?▼

The best way to update deal stages programmatically is using a unified command structure that manages cross-object relationships and applies schema-driven CRUD operations with standardized JSON payloads.

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