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Manage contacts, companies, deals, and relationships. Use when adding contacts, logging interactions, or working with CRM data to prevent duplicates and maintain data quality.
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/harperreed/office-admin-claude --skill officecrm-management命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
基于 SOC 职业分类
正在显示 SKILL.md
| name | office:crm-management |
| description | Manage contacts, companies, deals, and relationships. Use when adding contacts, logging interactions, or working with CRM data to prevent duplicates and maintain data quality. |
Use this skill ANY time you:
Load user preferences from ~/.claude/office-admin-config.json:
{
"crm": {
"contactTypes": "professional" | "personal" | "mixed",
"detailLevel": "minimal" | "standard" | "detailed",
"autoLogInteractions": true | false,
"trackRelationships": |
Adapt your CRM workflow to match these preferences.
NEVER add a contact or company without checking if they already exist first.
# WRONG - adds without checking
mcp__pagen__add_contact(name="John Doe", email="john@example.com")
# RIGHT - check first
mcp__pagen__find_contacts(query="john@example.com")
# Only add if not found
When you know someone's company, ALWAYS link them:
# Add company first (if needed)
mcp__pagen__add_company(
name="Acme Corp",
domain="acme.com",
industry="Technology"
)
# Then add contact with company association
mcp__pagen__add_contact(
name="John Doe",
email="john@example.com",
company_name="Acme Corp",
phone="+1-555-0100"
)
After ANY significant email exchange, meeting, or conversation, log it (if user has autoLogInteractions enabled):
mcp__pagen__log_contact_interaction(
contact_id="abc-123",
note="Discussed Q4 partnership. They're interested in our AI tool. Follow up after Thanksgiving.",
interaction_date="2025-11-22"
)
Adjust detail level based on user's detailLevel preference:
mcp__pagen__add_company(name, domain, industry, notes) - Add new companymcp__pagen__add_contact(name, email, company_name, phone, notes) - Add new contactmcp__pagen__update_contact(id, name, email, phone, notes) - Update existing contactmcp__pagen__create_deal(title, company_name, amount, stage, contact_name, initial_note, expected_close_date, currency) - Create business opportunitymcp__pagen__update_deal(id, title, stage, amount, expected_close_date) - Update deal statusmcp__pagen__query_crm(entity_type, query, filters, limit) - Universal search (contact/company/deal/relationship)mcp__pagen__find_contacts(query, company_id, limit) - Search contacts by name/emailmcp__pagen__find_companies(query, limit) - Search companies by name/domainmcp__pagen__log_contact_interaction(contact_id, note, interaction_date) - Log interactionsmcp__pagen__link_contacts(contact_id_1, contact_id_2, relationship_type, context) - Connect contactsmcp__pagen__find_contact_relationships(contact_id, relationship_type) - View relationshipsmcp__pagen__add_deal_note(deal_id, content) - Add notes to dealsUse these standard stages for deals:
When processing an email with a new person:
# 1. Check if contact exists
mcp__pagen__find_contacts(query="person@example.com")
# 2. If not found, extract info from email:
# - Full name
# - Email address
# - Company (if mentioned)
# - Phone (if in signature)
# - Context about them (adapt detail level to user's preference)
# 3. Check if company exists (if applicable)
mcp__pagen__find_companies(query="Example Corp")
# 4. Add company if needed
mcp__pagen__add_company(
name="Example Corp",
domain="example.com",
industry="Technology",
notes="[Context based on user's detailLevel preference]"
)
# 5. Add contact with company association
mcp__pagen__add_contact(
name="Jane Smith",
email="jane@example.com",
company_name="Example Corp",
phone="+1-555-0200",
notes="[Context based on user's detailLevel preference]"
)
# 6. Log the interaction (if autoLogInteractions enabled)
mcp__pagen__log_contact_interaction(
contact_id="<returned_id>",
note="[Detail based on user's detailLevel preference]",
interaction_date="2025-11-22"
)
# 7. Track relationships (if trackRelationships enabled)
# If they mention knowing someone else in your CRM:
mcp__pagen__link_contacts(
contact_id_1="<jane_id>",
contact_id_2="<bob_id>",
relationship_type="colleague",
context="Jane mentioned working with Bob at previous company"
)
When you identify a business opportunity:
# 1. Ensure contact and company exist (see above)
# 2. Create the deal
mcp__pagen__create_deal(
title="AI Consulting Project - Example Corp",
company_name="Example Corp",
contact_name="Jane Smith",
stage="prospecting",
amount=50000, # in cents
currency="USD",
expected_close_date="2026-03-01",
initial_note="[Detail based on user's detailLevel preference]"
)
# 3. Log updates as deal progresses
mcp__pagen__add_deal_note(
deal_id="<deal_id>",
content="[Detail based on user's detailLevel preference]"
)
# 4. Update deal stage when it changes
mcp__pagen__update_deal(
id="<deal_id>",
stage="proposal",
amount=75000 # updated after scope discussion
)
Track these as deals:
Don't track as deals:
When backfilling CRM from email history:
Based on user's contactTypes setting:
Professional:
Personal:
Mixed:
# This creates duplicates!
mcp__pagen__add_contact(name="Bob Jones", email="bob@test.com")
mcp__pagen__add_contact(name="Bob Jones", email="bob@test.com")
# Missing valuable context
mcp__pagen__add_contact(
name="Jane Smith",
email="jane@bigcorp.com"
# Should include company_name="BigCorp"!
)
# User has detailLevel: "minimal" but you write:
mcp__pagen__log_contact_interaction(
contact_id="abc",
note="Had extensive discussion about their company's AI strategy including their plans for Q1 implementation of LLM-based customer support, concerns about hallucinations, budget constraints around $50k, and follow-up scheduled for next Tuesday at 2pm to review proposal draft..."
)
# Should be:
mcp__pagen__log_contact_interaction(
contact_id="abc",
note="Discussed AI strategy. Follow up Tue 2pm with proposal."
)
# Someone asks about consulting work - this is a deal!
# Don't just log it as an interaction
# Create a deal to track the opportunity
# If user disabled auto-logging, only log:
# - Significant milestones
# - Explicit user request
# - Deal-related interactions
Minimal:
Standard:
Detailed:
Include (scaled to detailLevel):
Include (scaled to detailLevel):
When email-management skill identifies a new contact:
Before adding to CRM, ask yourself:
Remember: The CRM is only valuable if the data is clean and contextual. Quality over quantity, always.
You're managing CRM well when: