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CRM Agent Docs

These docs are generated from the public CRM agent skill pack at UnionStreetAI/skills/crm/skills.

Install the skills into an agent runtime:

npx skills add UnionStreetAI/skills --full-depth --skill '*'

Skill Pack

  • crm-cold-outreach - Plan and log cold outreach using CRM companies, contacts, deals, activities, and tasks. Use when preparing prospecting lists, outreach sequences, or follow-up tracking.
  • crm-company-management - Manage CRM company/account records through the crm CLI, MCP tools, and API. Use when creating accounts, updating domains/status, or preparing account context.
  • crm-contact-management - Manage CRM contacts through the crm CLI, MCP tools, and API. Use when adding people, updating roles/emails/status, or linking contacts to companies and deals.
  • crm-deal-management - Manage CRM deals through the crm CLI, MCP tools, and API. Use when creating, listing, updating, qualifying, staging, or closing sales opportunities in Union Street CRM.
  • crm-flexible-schema - Modify CRM object schemas, custom properties, flexible records, and relationships. Use when a team needs HubSpot-style schema customization over companies, contacts, deals, activities, or custom CRM objects.
  • crm-follow-up-discipline - Maintain CRM follow-up tasks and activity hygiene. Use when planning next actions, clearing overdue tasks, logging calls/emails/meetings, or enforcing no-deal-without-next-step discipline.
  • crm-meddicc-qualification - Qualify CRM deals using MEDDICC or MEDPICC and record missing evidence as CRM activities and follow-up tasks. Use for sales qualification, pipeline inspection, and close-plan hygiene.
  • crm-pipeline-review - Review CRM pipeline health using crm CLI, MCP tools, and dashboard data. Use for stale deals, open pipeline, overdue follow-ups, and weekly sales reviews.
  • crm-webhook-setup - Configure and verify CRM webhooks with Svix, CLI/API examples, and event names. Use when setting up webhook endpoints, testing delivery, or debugging CRM/billing events.

Headless Entry Points

  • CLI: crm schema objects list, crm schema property create deal --key mutual_action_plan --type json, crm objects create deal --properties '{...}', crm relationships link --relationship deal_contact ...
  • REST API: /api/v1/crm/*
  • MCP endpoint: /api/mcp
  • OpenAPI: /api/v1/openapi.yaml

Source sync: effbd5174213c6820b8b3e6cc6f098027b5b6a0d.