msx-crm

name	msx-crm
description	Query Microsoft Sales Experience (MSX) CRM data — accounts, opportunities, milestones, tasks, and deal teams. Triggers: any mention of 'MSX', 'CRM', 'milestones', 'opportunities', 'deal team', 'pipeline', 'accounts', 'customer milestones', 'sales play', or questions about customer engagement status in Dynamics 365 Sales.

MSX CRM Skill

Overview

This skill queries the Microsoft Sales Experience (MSX) CRM (Dynamics 365) to retrieve accounts, opportunities, milestones, tasks, and deal team data. It uses a Node.js helper script (run-tool.mjs) that wraps the CRM OData API.

CRM URL

https://microsoftsales.crm.dynamics.com

Platform Compatibility

This skill runs on macOS, Linux, and Windows. Detect the OS first and pick the right command syntax. See _shared/PLATFORM.md (skills repo root) for the full reference.

Action	macOS / Linux (bash)	Windows (PowerShell)
Run node script	node $HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs ...	node $HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs ...
Find node	which node	Get-Command node
Home dir	~ or $HOME	$HOME

Prerequisite Auto-Install

Before running, verify all dependencies are present. Install anything missing automatically.

Required Sibling Skills

This skill requires sibling skills from the same repository (https://github.com/roie9876/clawpilot-skills):

Skill	Purpose	Required?
/customer-repo	Customer engagement folder structure	⚠️ For customer-scoped queries

Check if each required skill is installed:

# macOS / Linux
[ -f "$HOME/.copilot/skills/customer-repo/SKILL.md" ] && echo "✅ installed" || echo "❌ missing"

# Windows
if (Test-Path "$HOME\.copilot\skills\customer-repo\SKILL.md") { "✅ installed" } else { "❌ missing" }

If ANY required skill is missing, install all skills from the repository:

1. Clone the repo (skip if already cloned):

   # macOS / Linux
   [ -d "$HOME/customer-skills/.git" ] || git clone https://github.com/roie9876/clawpilot-skills.git "$HOME/customer-skills"
   

   # Windows
   if (-not (Test-Path "$HOME\customer-skills\.git")) {
       git clone https://github.com/roie9876/clawpilot-skills.git "$HOME\customer-skills"
   }
   

2. Run the installer (idempotent — safe to re-run):

   # macOS / Linux
   bash "$HOME/customer-skills/scripts/install.sh"
   

   # Windows
   pwsh "$HOME\customer-skills\scripts\install.ps1"
   

3. Verify the required skills are now installed. If still missing, stop and report the error.

Required Tools

Tool	Check (POSIX)	Check (Windows)	Install (macOS)	Install (Windows)
Node.js	node --version	Get-Command node	brew install node	winget install OpenJS.NodeJS
git	git --version	Get-Command git	Pre-installed	winget install Git.Git
Azure CLI	az version	az version	brew install azure-cli	winget install Microsoft.AzureCLI

Install any missing tools before proceeding. After installing Node.js, verify: node --version. If node is not on PATH after Homebrew installation, use the Homebrew binary directly:

NODE_BIN="$(command -v node || true)"
[ -n "$NODE_BIN" ] || NODE_BIN="$HOME/.homebrew/bin/node"
"$NODE_BIN" --version

CRM Tool Script (run-tool.mjs)

The CRM helper script must exist at $HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs. It is bundled with this skill; do not clone a separate crm-tools repo.

# macOS / Linux
[ -f "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" ] && echo "✅ CRM tools found" || echo "❌ CRM tools missing"

# Windows
if (Test-Path "$HOME\.copilot\skills\msx-crm\crm-tools\run-tool.mjs") { "✅ CRM tools found" } else { "❌ CRM tools missing" }

If missing, reinstall the skills repository so the bundled crm-tools folder is linked:

[ -d "$HOME/customer-skills/.git" ] || git clone https://github.com/roie9876/clawpilot-skills.git "$HOME/customer-skills"
bash "$HOME/customer-skills/scripts/install.sh"

if (-not (Test-Path "$HOME\customer-skills\.git")) {
    git clone https://github.com/roie9876/clawpilot-skills.git "$HOME\customer-skills"
}
pwsh "$HOME\customer-skills\scripts\install.ps1"

MCAPS-IQ Library

run-tool.mjs imports the MSX auth/client code from the MCAPS-IQ library at:

OS	Required path
macOS / Linux	$HOME/.copilot/skills/msx-crm/crm-tools/lib/mcaps-iq/mcp/msx-mcp-server/dist
Windows	$HOME\.copilot\skills\msx-crm\crm-tools\lib\mcaps-iq\mcp\msx-mcp-server\dist

The skill installer clones MCAPS-IQ automatically. Verify it exists:

[ -f "$HOME/.copilot/skills/msx-crm/crm-tools/lib/mcaps-iq/mcp/msx-mcp-server/dist/auth.js" ] && echo "✅ MCAPS-IQ MSX modules found" || echo "❌ MCAPS-IQ MSX modules missing"

if (Test-Path "$HOME\.copilot\skills\msx-crm\crm-tools\lib\mcaps-iq\mcp\msx-mcp-server\dist\auth.js") { "✅ MCAPS-IQ MSX modules found" } else { "❌ MCAPS-IQ MSX modules missing" }

If MCAPS-IQ is missing but run-tool.mjs exists, restore MCAPS-IQ locally or provide an authorized repo URL, then transpile the MSX modules:

mkdir -p "$HOME/.copilot/skills/msx-crm/crm-tools/lib"
if [ -d "$HOME/MCAPS-IQ" ]; then
    ln -sfn "$HOME/MCAPS-IQ" "$HOME/.copilot/skills/msx-crm/crm-tools/lib/mcaps-iq"
elif [ -n "${MCAPS_IQ_REPO_URL:-}" ]; then
    git clone "$MCAPS_IQ_REPO_URL" "$HOME/.copilot/skills/msx-crm/crm-tools/lib/mcaps-iq"
else
    echo "Place MCAPS-IQ at ~/MCAPS-IQ or set MCAPS_IQ_REPO_URL to an authorized repo URL."
fi
cd "$HOME/.copilot/skills/msx-crm/crm-tools/lib/mcaps-iq/mcp/msx-mcp-server"
esbuild src/auth.ts src/crm.ts src/validation.ts --outdir=dist --format=esm --platform=node --target=node22

New-Item -ItemType Directory -Force -Path "$HOME\.copilot\skills\msx-crm\crm-tools\lib" | Out-Null
if (Test-Path "$HOME\MCAPS-IQ") {
    New-Item -ItemType SymbolicLink -Path "$HOME\.copilot\skills\msx-crm\crm-tools\lib\mcaps-iq" -Target "$HOME\MCAPS-IQ" -Force | Out-Null
} elseif ($env:MCAPS_IQ_REPO_URL) {
    git clone $env:MCAPS_IQ_REPO_URL "$HOME\.copilot\skills\msx-crm\crm-tools\lib\mcaps-iq"
} else {
    "Place MCAPS-IQ at ~/MCAPS-IQ or set MCAPS_IQ_REPO_URL to an authorized repo URL."
}
Set-Location "$HOME\.copilot\skills\msx-crm\crm-tools\lib\mcaps-iq\mcp\msx-mcp-server"
esbuild src/auth.ts src/crm.ts src/validation.ts --outdir=dist --format=esm --platform=node --target=node22

VPN Connection

CRM is only accessible on Microsoft corpnet via VPN.

macOS / Linux: Check if a VPN ensure script exists at $HOME/Scripts/ensure-vpn.sh:

if [ -f "$HOME/Scripts/ensure-vpn.sh" ]; then
    bash "$HOME/Scripts/ensure-vpn.sh"
else
    echo "⚠️ No VPN auto-connect script found. Please connect to Azure VPN manually."
    echo "Check VPN status: scutil --nc list | grep VPN"
fi

Windows: There is no automated VPN script for Windows. Ask the user to confirm VPN is connected via Azure VPN Client before proceeding:

⚠️ CRM requires VPN. Please confirm Azure VPN Client is connected before continuing.

M365 Sign-In

Check m_m365_status. If not signed in → call m_m365_sign_in.

---

How to Run Tools

After all prerequisites are satisfied:

# macOS / Linux
NODE_BIN="$(command -v node || true)"
[ -n "$NODE_BIN" ] || NODE_BIN="$HOME/.homebrew/bin/node"
"$NODE_BIN" "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" <tool-name> '<json-params>'

# Windows
node "$HOME\.copilot\skills\msx-crm\crm-tools\run-tool.mjs" <tool-name> '<json-params>'

Important: Always run the VPN check before any CRM tool call.

Available Tools

1. crm_auth_status

Check if CRM authentication is working.

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" crm_auth_status

2. crm_whoami

Get the current user's CRM identity.

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" crm_whoami

3. get_milestones

Get milestones for a customer, opportunity, or the current user. Parameters:

• customerKeyword (string) — Search accounts by name (e.g., "Aidoc", "Nuvei")
• opportunityKeyword (string) — Search opportunities by name
• opportunityId (GUID) — Single opportunity ID
• opportunityIds (GUID[]) — Multiple opportunity IDs
• milestoneNumber (string) — Milestone number lookup
• milestoneId (GUID) — Direct milestone lookup
• ownerId (GUID) — Filter by owner
• mine (boolean) — Get milestones owned by current user
• statusFilter ("active") — Only active milestones (Not Started, On Track, In Progress, Blocked, At Risk)
• keyword (string) — Filter milestone names
• includeTasks (boolean) — Include task data

Examples:

# Customer milestones
node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" get_milestones '{"customerKeyword":"Aidoc"}'

# My active milestones
node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" get_milestones '{"mine":true,"statusFilter":"active"}'

4. list_opportunities

List opportunities for a customer. Parameters:

• customerKeyword (string) — Search accounts by name
• accountIds (GUID[]) — Direct account IDs
• includeCompleted (boolean) — Include completed/old opportunities

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" list_opportunities '{"customerKeyword":"Aidoc"}'

5. get_my_active_opportunities

Get all active opportunities where the user is owner or deal team member. Parameters:

• customerKeyword (string) — Optional filter by customer name

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" get_my_active_opportunities

6. get_milestone_activities

Get tasks linked to milestones. Parameters:

• milestoneId (GUID) — Single milestone
• milestoneIds (GUID[]) — Multiple milestones

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" get_milestone_activities '{"milestoneId":"abc-123..."}'

7. find_milestones_needing_tasks

Find active milestones that have no tasks created yet. Parameters:

• customerKeyword (string)
• opportunityKeyword (string)
• mine (boolean)

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" find_milestones_needing_tasks '{"mine":true}'

8. crm_query

Raw OData query against any CRM entity set. Parameters:

• entitySet (string, required) — e.g., "accounts", "opportunities", "msp_engagementmilestones", "tasks"
• filter (string) — OData $filter expression
• select (string) — Comma-separated fields
• orderby (string) — OData $orderby expression
• top (number) — Max records
• expand (string) — OData $expand expression

node "$HOME/.copilot/skills/msx-crm/crm-tools/run-tool.mjs" crm_query '{"entitySet":"accounts","filter":"contains(name,'\''Aidoc'\'')","select":"accountid,name,msp_tpid","top":10}'

9. crm_get_record

Get a single record by entity set and ID. Parameters:

• entitySet (string, required)
• id (GUID, required)
• select (string) — Comma-separated fields

10. list_accounts_by_tpid

Find accounts by TPID. Parameters:

• tpid (string, required)

11. create_task

Create a new task linked to a milestone. Parameters:

• subject (string, required) — Task title
• description (string) — Task description
• regardingobjectid (GUID, required) — Milestone ID to link the task to
• msp_taskcategory (number) — Activity category (see category codes below)
• scheduledend (string) — Due date (ISO format)
• statuscode (number) — Status: 2=Not Started, 3=In Progress, 5=Completed
• statecode (number) — State: 0=Open, 1=Completed, 2=Canceled

12. update_task

Update an existing task. Parameters:

• taskId (GUID, required) — Task ID to update
• Plus any fields from create_task to modify

13. delete_task

Delete a task by ID. Parameters:

• taskId (GUID, required)

CRM Task Category Codes

Code	Category
861980000	Customer Engagement
861980001	Workshop
861980002	Demo
861980004	Architecture Design Session
861980005	PoC/Pilot
861980006	Blocker Escalation
861980008	Briefing
861980012	Internal

Formatted Value Pattern

CRM returns lookup display names as [e-mail]. When presenting data, always check for these formatted values to show human-readable names instead of GUIDs.

Error Handling

• If you get "IP address is blocked" → VPN dropped mid-call. Re-run VPN check and retry.
• If you get auth errors → Run az login or check Azure CLI session.
• Always wrap calls in try/catch and surface useful error messages.

Output Formatting

When presenting CRM data to the user:

• Use tables for lists of milestones/opportunities
• Show status with emoji indicators: ✅ Completed, 🟢 On Track, 🔴 At Risk/Lost, ❌ Cancelled, ⏸️ Not Started, 🔄 In Progress, ⚠️ Blocked
• Include relevant dates, owners, and opportunity names
• Summarize counts at the end