crm

Plugin crm from marketplace crm-mcp-server in reggiechan74/crm-mcp-server. Commands read from the repo's manifest — 1 month ago.

Skills (25)

• crm

  Bare /crm shortcut for the CRM plugin — looks up a person or organization in the CRM index. Installed by /crm:setup.

• analyze-subject

  Comprehensive individual intelligence gathering combining internal sources (Gmail, Limitless recordings, transcripts) with extensive OSINT (LinkedIn, Twitter/X, Substack, Crunchbase, SEC filings, court records). Builds detailed profiles including professional history, digital footprint, network conn

• annual-review

  Use when the user wants a year-end or annual CRM/relationship network synthesis, such as "annual review", "year-end CRM review", "annual relationship review", "year in review", "how did my network perform this year", "full yearly report", "summarize the year", or "next-year CRM priorities".

• birthday-and-dates

  Use when the user wants upcoming important dates across all contacts, including "any birthdays coming up", "key dates", "important dates", "upcoming anniversaries", "who has a birthday this month", "what did I miss this week", "show me date reminders", "who should I reach out to for birthdays and mi

• competitive-intel

  Use when the user wants a full intelligence picture on an organization, such as "what do I know about [org]", "intel on [company]", "who do I know at [org]", "competitive intel", "org brief", "where are they strong/weak", "who in my network touched them", or "how should I position against [org]".

• crm-health

  Use when the user wants CRM quality scoring and audit findings, including "CRM health check", "audit my CRM", "how complete are my files", "dossier quality", "what's broken", "data quality report", "cleanliness check", "template compliance", "give me a CRM scorecard", "fix my CRM", "stale contacts",

• deal-parties

  Use when the user wants a transaction stakeholder map, like "who's involved in this deal", "deal parties for [address]", "map this transaction", "who's on this", "who are the players", "who do we have on buyer/seller side", "party map", "deal roster", "who's missing from this deal", "stakeholders on

• education-tracker

  Use when the user wants a school progress synthesis for a family member (especially Izzy), such as "how's Izzy doing at school", "education update", "school progress", "what's happening at school", "summarize school milestones", "what should we focus on academically", "give me an education status re

• enrich-contact

  Use when the user wants to fill gaps in a thin dossier, including "enrich [name]", "fill out [name]'s file", "I know more about [name] now", "update [name]'s profile", "complete this contact", "help me flesh this out", "what info am I missing", "let's improve this dossier", "beef up [name]'s dossier

• event-prep

  Use when the user needs networking prep for an event, like "prep me for [event]", "who do I know there", "conference prep", "gala prep", "I'm going to [event]", "give me talking points", "who should I prioritize", "networking game plan", "event contact brief", "dinner prep", or "I have [event] comin

• family-health-dashboard

  Use when the user asks for a cross-family medical overview, such as "family health check", "health dashboard", "how's the family doing health-wise", "any medical follow-ups", "what appointments are coming up", "what screenings are overdue", "give me the family medical snapshot", "medication refills"

• family-intel

  Use when the user asks for a full family-member wellbeing brief, including "brief me on [family member]", "family update on [name]", "how's [name] doing", "what's going on with [family member]", "give me the full picture on [name]", "support plan for [name]", "check in on [name]", "status update for

• find-path

  Use when the user wants intro routes to a person or company, like "who can introduce me to X", "path to X", "how do I get to X", "connection chain to [org]", "I need to reach [person]", "who knows them", "warm intro options", "who's my best bridge contact", "do I know anyone at [company]", or "intro

• gift-intel

  Use when the user needs gift or gesture recommendations, like "what should I get [name]", "gift ideas for [name]", "[name]'s birthday is coming up", "gift history for [name]", "what have I given them before", "what do they like", "avoid duplicate gifts", "best thoughtful gesture for [name]", "Christ

• intel-briefing

  Use when the user asks for a full pre-meeting brief on one person, like "brief me on X", "prep me for X", "intel on X", "what do I know about X", "give me a dossier", "quick rundown", "who is this person again", "what's the play with X", "meeting prep", "call prep", "before I talk to X", "tell me ab

• life-event-support

  Use when the user needs guidance responding to major life events, including "[name] just [life event]", "[name]'s [relative] passed away", "[name] got promoted", "[name] is getting married", "[name] had a health scare", "how should I respond to [name]'s [event]", "what should I say to [name]", or "h

• lookup

  Use whenever the user mentions the CRM or wants to find someone's record — "crm", "check the crm", "is X in the crm", "look up X", "pull up X", "find X", "X's file / dossier / record", "where is X's dossier", "who is X", "what's X's email / phone / org / title", "when did I last talk to X", "what di

• medical-briefing

  Use when the user wants a pre-appointment family health brief, including "medical briefing for [name]", "[name] has a doctor appointment", "prep me for [name]'s appointment", "[name] seeing the cardiologist", "what's [name]'s health status", "summarize meds and labs before the visit", "what should w

• pipeline-review

  Use when the user asks for portfolio-wide deal pipeline status, like "pipeline review", "what deals are active", "what's in play", "deal pipeline", "show me active transactions", "where are we stuck", "pipeline health", "quarterly pipeline check", or "aggregate all deals".

• post-meeting

  Use when the user wants to debrief and log an interaction, like "just met with X", "had coffee/lunch with X", "debrief X", "log meeting", "just got off a call", "capture notes from this convo", "update the CRM from that meeting", "what should we update after I spoke with X", "ran into [name]", "talk

• refresh-crm

  Alias for /crm:setup — the CRM connection diagnostic. Use when user says "refresh crm", "rebuild crm", "crm not connecting", "update crm plugin", or "fix crm mcp".

• relationship-pulse

  Use when the user asks for network health and who to contact next, including casual asks like "relationship pulse", "how's my network", "who should I call", "who am I neglecting", "who should I text", "weekly check-in", "touch base list", "who's gone cold", "who needs love", or "give me my outreach

• relationship-roi

  Use when the user asks which relationships produce the most business value, including "relationship ROI", "most valuable contacts", "network value analysis", "who generates business", "where should I spend time", "high touch low return", "underinvested relationships", "time allocation across contact

• setup

  Diagnostic for when the CRM plugin won't connect. Syncs the marketplace clone to the latest pushed code, validates the MCP server boots, and installs the bare /crm shortcut. Use for "crm not connecting", "fix crm mcp", "rebuild crm", "update crm", "Failed to reconnect to plugin:crm:crm", or on a fre

• version-bump

  Bump crm-mcp-server version across all files (package.json, plugin.json, marketplace.json, CHANGELOG, README badge). Use when user says "version bump", "bump version", "release", "new version", or "bump crm".

MCP servers (1)

• crm

  runs: ${CLAUDE_PLUGIN_ROOT}/dist/mcp-server.mjs

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