opencrm-contact-enrichment

name	opencrm-contact-enrichment
description	Enrich CRM contacts with LinkedIn and décideur data.
version	1.0.0
author	OpenPro
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["OpenCRM","leads","enrichment","LinkedIn"],"category":"open-ecosystem","related_skills":["opencrm-sales-followup","open-brain","open-team"]}}

OpenCRM Contact Enrichment

Fill lead contact fields (email, mobile, LinkedIn, décideur) via MCP — keep PII in OpenCRM only.

When to Use

• "Enrich this lead / find the décideur"
• Queue contacts missing LinkedIn or phone
• After prospection upsert, deepen primary contact

Prerequisites

export OPENCRM_API_URL=http://localhost:3010
# MCP server: optional-mcps/opencrm (stdio)

Prefer OpenCRM MCP tools. Plugin opencrm_sales covers account search/staging only.

MCP tools

Tool	Purpose
list_contacts_needing_enrichment	Queue: none/pending/partial/failed
list_decision_makers	Contacts with is_decision_maker=true
search_contacts	Filter lead_status, enrichment_status, décideur
get_contact / create_contact	Read or create lead shell
enrich_contact	Primary write — LinkedIn, décideur, phones, scores
update_contact	Generic edit when not an enrichment pass

Procedure

1. Resolve account: search_accounts / get_account
2. Queue: list_contacts_needing_enrichment (or search_contacts on account)
3. Gather facts (OpenTeam harvest, meeting notes, public LinkedIn) — no PII into Brain
4. enrich_contact(contact_id, …, mark_complete=true) when confident
5. Optional: propose_crm_update on the account for next_action (approval)
6. Pair Brain: search_observations(app=opencrm) for narrative only

Decision rules

If	Then
Missing LinkedIn/email/mobile	Leave field null; set enrichment_status=partial
Confirmed budget owner	is_decision_maker=true, buying_role=decision_maker
Enrichment finished	mark_complete=true (sets complete + lead_status=enriched)
Outreach/email send	Hand off to opencrm-sales-followup staging — never send directly

Pitfalls

• Do not put email/phone/LinkedIn URLs into Brain observations
• Do not invent domains or titles — omit when unverified
• Prefer enrich_contact over scattering fields via update_contact

Verification

• Contact shows LinkedIn / décideur / mobile as intended
• enrichment_status is complete or honest partial
• No PII written to OpenBrain