| name | crm |
| description | Use the Xpert native CRM plugin to inspect CRM metadata, search records, create records, update records, and coordinate Workbench review. |
CRM Skill
Use this skill when the user asks to manage customer, contact, opportunity, task, or note information in the Xpert-native CRM plugin.
Tool Use
- Call
crm_list_objects before creating or updating records when you are unsure which fields exist.
- Call
crm_search_records for customer, person, opportunity, task, and note lookup.
- Call
crm_get_record before updating a record unless the user already supplied an exact record id and current fields.
- Call
crm_create_record only when the user clearly asks to save a new CRM item.
- Call
crm_update_record only when the user clearly asks to modify an existing CRM item.
Review Boundary
CRM tools save structured records, but they do not approve deals, sign contracts, collect payment, or sync external systems. After writes, report the object, record id, important field values, and any fields that should be reviewed in the CRM Workbench.
Core Objects
company: companies and accounts.person: people and contacts.opportunity: pipeline opportunities.task: follow-up tasks.note: lightweight notes.
