crm

Plugin crm from marketplace open-tooling-plugins in Attri-Inc/open-tooling-plugins. Commands read from the repo's manifest — 1 month ago.

Skills (5)

• crm-onboarding

  Triggered when the user first asks about Open Tooling CRM, wants to get started, or asks Claude to use the CRM. Detects the environment and guides setup accordingly.

• crm-setup

  Set up Open Tooling CRM locally — clones the repo, installs dependencies, seeds data, and wires up the MCP server

• entity-management

  Triggered when the user wants to create, update, search, or manage CRM entities (contacts, companies, deals, interactions, tasks). Provides best practices for entity operations and relationship management.

• evidence-ingestion

  Triggered when the user mentions emails, transcripts, meeting notes, documents, or any raw evidence they want to ingest into the CRM. Teaches Claude the artifact → observation → brief pipeline.

• memory-layer

  Triggered when the user asks what's known about a contact, company, or deal, or wants to update, verify, or manage CRM knowledge. Teaches Claude the progressive retrieval pattern and evidence chain.

Slash commands (3)

• /crm:crm-brief

  Get a full briefing on a contact, company, or deal with evidence trail

• /crm:crm-ingest

  Ingest an email, transcript, or document into the CRM evidence chain

• /crm:crm-status

  Quick pipeline overview and recent CRM activity

MCP servers (1)

• open-tooling-crm

  runs: /bin/bash -c CRM_DIR="${OPEN_TOOLING_CRM:-$HOME/open-tooling/crm}"; cd "$CRM_DIR" && exec npx tsx ./src/mcp.ts

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