Use when the user works with CRM contacts, deals, pipeline stages, lead lifecycle, contact 360, CSV import, or sales automation on AgentStack. Prefer crm.* MCP actions and /api/projects/{id}/crm/* REST.
Installation
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Use when the user works with CRM contacts, deals, pipeline stages, lead lifecycle, contact 360, CSV import, or sales automation on AgentStack. Prefer crm.* MCP actions and /api/projects/{id}/crm/* REST.
AgentStack CRM
Decision matrix
User says
Prefer
Over
"add contact" / "upsert lead"
crm.upsert_contact
Custom SQL
"create deal" / "opportunity"
crm.create_deal
Spreadsheet
"move stage" / kanban
crm.move_deal_stage
Manual JSON patch
"contact 360" / timeline
crm.get_contact_360
Multiple REST calls
"import CSV contacts"
crm.import_contacts (≤500 rows)
Bulk REST loop
"search CRM"
crm.search
Raw DNA reads
Rules
UI: /dev/projects/{id}/crm or /user/projects/{id}/crm — Pipeline, Contacts, Settings.
Companies/segments: schema exists; public CRUD API is roadmap — use contacts/deals for integrations today.
crm.search may not enforce all RBAC filters — do not document as role-safe until platform fix ships.
Commerce link deal.linked_order_id is read-only until order-completed bridge writes it.
References
Public docs: crm/README.md, reference/api/crm.md
Live catalog: GET /mcp/actions — filter domain crm
