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espocrm-automation

Automate Espocrm operations and data management tasks through the Rube MCP gateway.

74.2k|8.5k|Updated Oct 17, 2025
Search Tags:#mcp#CRM#Automation#Workflow#Rube#espocrm
One-click install
npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill espocrm-automation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: espocrm-automation
Source: https://github.com/ComposioHQ/awesome-claude-skills/tree/main/composio-skills/espocrm-automation
Command: npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill espocrm-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the manual overhead of interacting with Espocrm by providing a standardized, automated interface for executing CRM operations directly through your AI agent.

Core Features & Use Cases

  • Tool Discovery: Dynamically fetch current Espocrm schemas and tool definitions to ensure compatibility.
  • Connection Management: Securely manage and verify active Espocrm connections via the Rube MCP gateway.
  • Workflow Execution: Perform bulk operations and multi-step CRM tasks using structured execution plans.
  • Use Case: Automatically sync lead data from incoming emails into Espocrm by discovering the correct lead creation tool and executing the update in a single session.

Quick Start

Use the espocrm-automation skill to search for available tools and create a new lead in the CRM.

Frequently Asked Questions about espocrm-automation

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

FAQPage Schema
How do I connect Espocrm to my AI agent?▼

Connect Espocrm by calling the RUBE_MANAGE_CONNECTIONS tool with the 'espocrm' toolkit argument. Follow the returned authentication link to authorize the connection and ensure the status is set to ACTIVE before proceeding.

Why must I call RUBE_SEARCH_TOOLS before executing tasks?▼

Tool schemas and available endpoints in Espocrm change frequently. Calling RUBE_SEARCH_TOOLS ensures your agent uses the most current tool slugs and argument requirements, preventing execution errors caused by outdated definitions.

Can I perform bulk operations in Espocrm?▼

Yes, use the RUBE_REMOTE_WORKBENCH tool with the run_composio_tool() function to execute bulk operations. This approach allows for efficient processing of multiple records within a single session.

What should I do if my Espocrm connection is not active?▼

If the connection status is not ACTIVE, re-run the RUBE_MANAGE_CONNECTIONS command. Follow the provided auth link to re-authenticate your Espocrm account and verify the status again before attempting further tool execution.

How do I handle session IDs in workflows?▼

Reuse the same session ID throughout a single logical workflow to maintain state and context. Generate a new session ID only when starting a completely different, unrelated task.

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