claudecodex

MarketSharp

MarketSharp CRM for home-improvement contractors - read-only customer lookup, lead and appointment pipeline, and sold-job and balance-due reporting

55 on GitHubby WYRE Technologyv1.0.0Apache-2.0updated yesterdaycrm
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Plugin marketsharp from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

What it installs

Skills (5)

  • MarketSharp API Patterns

    The MarketSharp tool surface as exposed through Conduit: the 25 read-only tools over the MarketSharp REST API, the Conduit connection fields (Company ID, API key, API secret, optional Employee ID), which tools need the Employee ID or a MarketSharp permission, read-tier access, page-size and record c

  • MarketSharp Appointments

    Reading MarketSharp appointments: the schedule for a date range or one salesperson, appointments changed since a date, appointments for a set of leads or one contact, and the active appointment results and result reasons used to read outcomes. Covers resolving a salesperson from the employee list, p

  • MarketSharp Customer Lookup

    Finding one customer in MarketSharp from whatever the caller gave you (name, phone, email, address or job number) and assembling their contact record, inquiries, appointments, jobs and notes. Covers choosing between the global search and the QuickFind searches, resolving duplicate matches, the Emplo

  • MarketSharp Lead Pipeline

    Reporting on MarketSharp inquiries (leads): listing them by modified date, appointment window or salesperson, resolving status, lead source and product interest IDs against the company's reference lists, counting by status and source, and the appointment default that hides leads nobody has booked ye

  • MarketSharp Sales Opportunities

    Reporting on sold jobs and open leads from MarketSharp's opportunities list: jobs and leads changed since a date with job numbers, sale and contract dates, contract totals, contract status and balance due. Covers the no-paging record cap and how to tell the list may be incomplete, narrowing the date

Subagents (1)

  • marketsharp-customer-briefer

    Use this agent when someone needs a one-page brief on a customer from MarketSharp before a call, an appointment or a support request: who they are, their leads, appointments, any job and its balance, and recent notes. Trigger for: marketsharp customer brief, who is this customer, history on this hom

View source on GitHub mcp.wyre.ai

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