CRM Contact Management

Use this skill for people records.

Workflow

1. Find or create the company first when possible.
2. Add contacts with name, email, title, status, and company link.
3. Mark contacts do_not_contact when requested or legally required.
4. Link important contacts to deals and follow-up tasks.

CLI Examples

crm contacts list
crm contacts create --name "Riley Chen" --email riley@acme.com --title "VP Sales" --company-id cmp_123 --status active
crm contacts update con_123 --status do_not_contact
crm tasks create --contact-id con_123 --title "Follow up on pilot scope" --due-at 2026-05-08T17:00:00Z

MCP Tools

Use listContacts, createContact, updateContact, deleteContact, createCrmTask, and listCrmTasks.