CRM Company Management

Use this skill for account/company records.

Workflow

1. Check for duplicates with crm companies list.
2. Create the account with name, domain, status, and owner when known.
3. Add contacts and deals after the company exists.
4. Log account research as activities linked to the company.

CLI Examples

crm companies list
crm companies create --name "Acme" --domain acme.com --status lead
crm companies update cmp_123 --status active
crm activities create --company-id cmp_123 --type note --body "Series B, hiring sales ops, likely CRM migration pain."

MCP Tools

Use listCompanies, createCompany, updateCompany, deleteCompany, listActivities, and createActivity.

See account-research for what to capture.