int-evo-crm

Manage Evo AI CRM resources via REST API with bulk operations.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill helps you quickly query and maintain Evo AI CRM resources without manually browsing the CRM UI, saving time on repetitive contact, conversation, message, inbox, pipeline, and label management tasks.

Core Features & Use Cases

  • Contacts management: list, search, filter, create, update, delete contacts, and retrieve contact conversations, notes, and pipelines.
  • Conversations & messaging: list and search conversations with filtering, update conversation status/priority, mute/unmute, mark unread, send transcripts, and manage conversation messages (create, update, delete, retry).
  • Operational workflows: list inboxes and inbox agents/templates, plus pipeline and pipeline item lifecycle operations including stages, stats, moving items, and label assignment.
  • Use case: When a sales/support team needs to triage leads and resolve customer threads, you can pull all open conversations, assign them, update statuses/priorities, and archive transcripts by automating the CRM calls and returning structured JSON.

Quick Start

Use the int-evo-crm skill to list contacts by sending the user the natural language instruction to run the contacts command.

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 contacts and pipeline management via REST API?

You can automate CRM contacts and pipeline management by running the provided Python script to issue authenticated REST API calls. It supports listing, filtering, creating, updating, and deleting contacts, pipelines, and stages, returning structured JSON to stdout.

Can I bulk update conversation statuses and manage messages through an API?

Yes, you can bulk update conversation statuses, mute or unmute threads, and manage messages through the CRM REST API. The script handles creating, updating, deleting, and retrying messages, as well as assigning priorities for support conversation handling.

What environment variables do I need to connect to the Evo CRM API?

To connect to the Evo CRM API, you need to set two environment variables: EVO_CRM_URL for the API endpoint and EVO_CRM_TOKEN for authentication. The script uses these credentials to issue authenticated calls directly to the CRM.

How do I triage leads and move pipeline items using workflow automation?

Lead triage and pipeline movement automation are handled by querying open conversations and executing pipeline item lifecycle operations via REST API. You can move items between stages, retrieve pipeline stats, and assign labels to triaged leads programmatically.

Can I retrieve inbox agents and templates without browsing the CRM UI?

Yes, you can retrieve inbox agents and templates without the CRM UI by listing inboxes through the REST API. The script supports listing inboxes and their associated agents or templates, enabling you to manage operational workflows directly from the command line.

What is the best way to search and filter CRM conversations for support resolution?

The best way to search and filter CRM conversations is by using the script's conversation listing and searching capabilities with filters. It retrieves matching conversations and allows you to update statuses, mark unread, send transcripts, and archive resolved threads via API.