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CRM Deal Management

Use this skill when the task is to operate sales opportunities in Union Street CRM.

Workflow

  1. Authenticate with crm auth status; if missing, use crm auth login --api-key ... --api-url https://crm-unstairesearch.vercel.app.
  2. Read existing context with crm companies list, crm contacts list, and crm deals list.
  3. Create or update deals with explicit stage, value, company/contact links, close date, and next follow-up.
  4. Log material context as an activity and create a follow-up task.
  5. Prefer JSON output for automation; use --output human only for summaries.

CLI Examples

crm deals list
crm deals create --name "Acme pilot" --company-id cmp_123 --contact-id con_123 --stage qualified --value-cents 2500000 --expected-close-date 2026-06-30 --next-follow-up-at 2026-05-08T17:00:00Z
crm deals update deal_123 --stage proposal --value-cents 3000000
crm activities create --deal-id deal_123 --type note --body "Champion confirmed budget owner and June launch window."
crm tasks create --deal-id deal_123 --title "Send security packet" --due-at 2026-05-08T17:00:00Z

MCP Tools

Use listDeals, createDeal, updateDeal, deleteDeal, listActivities, createActivity, createCrmTask, and getCrmDashboard.

See commands for fields and qualification for deal review prompts.