int-evo-crm

Query and manage Evo AI CRM data via REST API with Python.

520|175|Updated Apr 8, 2026
One-click install
npx skills add https://github.com/EvolutionAPI/evo-nexus --skill int-evo-crm
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: int-evo-crm
Source: https://github.com/EvolutionAPI/evo-nexus/tree/main/.claude/skills/int-evo-crm
Command: npx skills add https://github.com/EvolutionAPI/evo-nexus --skill int-evo-crm

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Provides a single, script-driven interface to query and manage Evo AI CRM data without manual use of a web dashboard, eliminating repetitive clicks and enabling automation for contact, conversation, and pipeline workflows.

Core Features & Use Cases

  • Comprehensive REST client for contacts, conversations, messages, inboxes, pipelines (stages and items), and labels with listing, searching, filtering, pagination, and CRUD operations.
  • Operational commands and automation including assigning conversations, toggling status/priority, sending transcripts, creating/updating contacts and pipeline items, and bulk-moving items.
  • Use Case: Automatically list open conversations, assign them to an agent, create a follow-up note on a contact, and move related pipeline items to the next stage as part of a daily support workflow.

Quick Start

Export EVO_CRM_URL and EVO_CRM_TOKEN, then run the included Python CRM client to list the first page of contacts.

Frequently Asked Questions about int-evo-crm

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

FAQPage Schema
How do I automate CRM workflows to manage contacts and conversations without a web dashboard?

You can automate CRM workflows by running a Python REST API client to list, filter, and perform CRUD operations on contacts and conversations, eliminating manual dashboard clicks. This requires setting EVO_CRM_URL and EVO_CRM_TOKEN environment variables.

What do I need to connect Python to a CRM REST API for pipeline management?

To connect Python to a CRM REST API for pipeline management, you need a local Python 3 runtime and two environment variables: EVO_CRM_URL and EVO_CRM_TOKEN. The script uses these to authenticate and return JSON responses for pipeline stages and items.

Can I bulk-move pipeline items and assign conversations using API automation?

Yes, API automation allows you to bulk-move pipeline items, assign conversations to agents, toggle priority, and create follow-up contacts. The Python client executes these operational commands directly against the CRM REST API.

Does the Evo CRM Python client support searching and paginating through messages and inboxes?

The Evo CRM Python client fully supports searching, filtering, and paginating through messages and inboxes. It queries the REST API to retrieve JSON responses, enabling automated extraction of conversation transcripts and inbox data.

What is the best way to script daily support tasks across CRM contacts and pipelines?

The best way to script daily support tasks is using a Python client to chain CRM operations: list open conversations, assign agents, add contact notes, and move pipeline items. This automates repetitive workflows via the REST API.

Are there limitations when using Python scripts instead of a CRM dashboard for data management?

A limitation of using Python scripts for CRM data management is the strict dependency on a local Python 3 runtime and correctly configured environment variables. Without valid EVO_CRM_URL and EVO_CRM_TOKEN credentials, API requests will fail to return JSON data.