How do I install the Crm Contacts skill?

Run npx skillmds@latest add agents-store/crm-contacts in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Crm Contacts safe to use?

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Which AI agents work with Crm Contacts?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Crm Contacts free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Crm Contacts?

agents-store (@agents-store) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Crm Contacts by agents-store — Agent Skill

Name: Crm Contacts
Author: agents-store

File contents

CRM Contacts

This skill covers CRM contact lifecycle — creating, searching, updating, and managing relationships with deals.

Available Tools

Tool	Description
`crm_contacts_list`	List CRM contacts with filtering
`crm_contacts_list_by_email`	Find contact by email address
`crm_contacts_show`	Get detailed contact information
`crm_contacts_create`	Create a new CRM contact
`crm_contacts_update`	Update contact fields
`crm_contacts_deals_list`	List deals associated with a contact
`crm_contacts_comments_create`	Add a comment/note to a contact

Listing & Searching

List All Contacts

Tool: crm_contacts_list
Input: {"limit": 50, "offset": 0}

Returns contacts with name, email, phone, and custom fields.
Supports pagination with limit/offset.

Find Contact by Email

Tool: crm_contacts_list_by_email
Input: {"email": "user@example.com"}

Returns contact matching the email address.

Get Contact Details

Tool: crm_contacts_show
Input: {"id": "<contact-id>"}

Returns full contact record including custom fields, tags, and metadata.

Creating & Updating

Create Contact

Tool: crm_contacts_create
Input: {
  "emails": [{"value": "user@example.com"}],
  "phones": [{"value": "+380501234567"}],
  "name": "John Doe"
}

Returns new contact ID.

Update Contact

Tool: crm_contacts_update
Input: {
  "id": "<contact-id>",
  "name": "John Updated",
  "phones": [{"value": "+380507654321"}]
}

Relationships

List Contact's Deals

Tool: crm_contacts_deals_list
Input: {"id": "<contact-id>"}

Returns all deals linked to this contact with amounts and pipeline stages.

Add Comment to Contact

Tool: crm_contacts_comments_create
Input: {"id": "<contact-id>", "text": "Follow-up call completed. Interested in enterprise plan."}

Adds internal note visible in contact history.

Common Workflows

Create Contact and Start Deal

1. crm_contacts_create(emails, name, phones) -> Get contact ID
2. crm_deals_create(name, contact_id, pipeline_id) -> Link deal to contact

Find Contact and Review History

1. crm_contacts_list_by_email(email) -> Find contact
2. crm_contacts_show(id) -> View full details
3. crm_contacts_deals_list(id) -> View associated deals

Bulk Contact Lookup

1. crm_contacts_list(limit=100, offset=0) -> First page
2. crm_contacts_list(limit=100, offset=100) -> Next page

Best Practices

Search by email first before creating to avoid duplicates
Add comments for important interactions to build contact history
Link contacts to deals to track revenue relationships
Use pagination for large contact lists
Keep contact data updated — phone, email, name changes

---name: crm-contactsdescription: CRM contact management — create, update, search, list deals for contacts, and add comments. Use when working with CRM contacts, customer records, or contact-deal relationships.---# CRM ContactsThis skill covers CRM contact lifecycle — creating, searching, updating, and managing relationships with deals.## Available Tools| Tool | Description ||------|-------------|| `crm_contacts_list` | List CRM contacts with filtering || `crm_contacts_list_by_email` | Find contact by email address || `crm_contacts_show` | Get detailed contact information || `crm_contacts_create` | Create a new CRM contact || `crm_contacts_update` | Update contact fields || `crm_contacts_deals_list` | List deals associated with a contact || `crm_contacts_comments_create` | Add a comment/note to a contact |## Listing & Searching### List All Contacts```Tool: crm_contacts_listInput: {"limit": 50, "offset": 0}Returns contacts with name, email, phone, and custom fields.Supports pagination with limit/offset.```### Find Contact by Email```Tool: crm_contacts_list_by_emailInput: {"email": "user@example.com"}Returns contact matching the email address.```### Get Contact Details```Tool: crm_contacts_showInput: {"id": "<contact-id>"}Returns full contact record including custom fields, tags, and metadata.```## Creating & Updating### Create Contact```Tool: crm_contacts_createInput: { "emails": [{"value": "user@example.com"}], "phones": [{"value": "+380501234567"}], "name": "John Doe"}Returns new contact ID.```### Update Contact```Tool: crm_contacts_updateInput: { "id": "<contact-id>", "name": "John Updated", "phones": [{"value": "+380507654321"}]}```## Relationships### List Contact's Deals```Tool: crm_contacts_deals_listInput: {"id": "<contact-id>"}Returns all deals linked to this contact with amounts and pipeline stages.```### Add Comment to Contact```Tool: crm_contacts_comments_createInput: {"id": "<contact-id>", "text": "Follow-up call completed. Interested in enterprise plan."}Adds internal note visible in contact history.```## Common Workflows### Create Contact and Start Deal```1. crm_contacts_create(emails, name, phones) -> Get contact ID2. crm_deals_create(name, contact_id, pipeline_id) -> Link deal to contact```### Find Contact and Review History```1. crm_contacts_list_by_email(email) -> Find contact2. crm_contacts_show(id) -> View full details3. crm_contacts_deals_list(id) -> View associated deals```### Bulk Contact Lookup```1. crm_contacts_list(limit=100, offset=0) -> First page2. crm_contacts_list(limit=100, offset=100) -> Next page```## Best Practices1. **Search by email first** before creating to avoid duplicates2. **Add comments** for important interactions to build contact history3. **Link contacts to deals** to track revenue relationships4. **Use pagination** for large contact lists5. **Keep contact data updated** — phone, email, name changes

Frequently asked questions

Crm Contacts