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.
Instalación
Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.
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
