# Anysite Crm Setup > Connect and configure the user's CRM (HubSpot or Pipedrive) for safe AI-driven enrichment through anysite MCP crm_* tools. Runs a short discovery - reads the CRM schema including custom properties, agrees a deterministic field mapping with the user in 3-5 questions, and saves a local CRM profile that all future enrichment sessions follow. Use when the user wants to connect their CRM, set up CRM enrichment, configure field mapping, re-run CRM discovery after schema changes, or asks why CRM writes are skipped. Also defines the mandatory rules every agent must follow when writing to CRM with crm_upsert_contacts / crm_upsert_companies. - Skill: `anysiteio/anysite-crm-setup` (Agent Skill) - Install (CLI): `npx skillmds@latest add anysiteio/anysite-crm-setup` - Raw SKILL.md: https://api.skillmd.com/api/skills/anysiteio/anysite-crm-setup/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Product & Planning - Author: anysiteio (https://skillmd.com/u/anysiteio) - Updated: 2026-09-10 - Page: https://skillmd.com/skills/anysiteio/anysite-crm-setup --- # Anysite CRM Setup Connect the user's CRM and produce a **local CRM profile** — a saved field mapping that makes every future enrichment write deterministic: the same data always lands in the same CRM properties. ## When to use - First-time setup: "connect my HubSpot", "connect my Pipedrive", "set up CRM enrichment" - Re-discovery: CRM schema changed, mapping feels stale, or writes are being skipped unexpectedly - Reference: the **Writing rules** section below applies to EVERY session that calls `crm_upsert_contacts` / `crm_upsert_companies`, even outside setup ## Prerequisites The `crm_*` tools are visible only when the user has enabled CRM integration in their Anysite dashboard (Profile → CRM Integration). If the tools are missing, ask the user to enable it there. After they enable it, the tools do NOT appear instantly: the server flag takes up to a minute to propagate, and the agent's tool list is cached per session — ask the user to reconnect the MCP server (or start a new session), then retry. This is expected behavior, not an error. ## Setup flow ### 1. Ensure a connection Call `crm_list_connections`. - If there is an active connection — proceed to step 2. - If not, ask which CRM the user wants (HubSpot or Pipedrive) if not obvious, then call `crm_connect(provider="hubspot")` or `crm_connect(provider="pipedrive")`, give the user the `connect_url` to open in a browser, then poll `crm_connect_status(pending_id)` every few seconds until `active`. - Only ONE CRM can be connected at a time. If `crm_connect` returns a conflict, the user must disconnect the current CRM in the dashboard first — never disconnect for them without asking. ### 2. Read the schema Call `crm_get_schema()`. You get: - `properties.contacts` / `properties.companies` — every property with `label`, `type`, `options` (valid enum values), `read_only`, `custom` - `lists` — the user's CRM lists (id, name, processing type) - `protected_properties` — fields the server will never let you write ### 3. Classify and auto-map Silently classify properties: - **Standard equivalents** — map automatically, do not ask. HubSpot: `email→email`, `jobtitle`, `firstname`/`lastname`, `phone`, `city`, `country`, `company`, `website`, `domain`, `industry`, `numberofemployees`, `linkedin_url→hs_linkedin_url`. Pipedrive: `email→email`, `name`, `job_title`, `phone`, plus the `domain` alias on companies (backed by a custom Domain field the server manages automatically). - **Custom enrichment targets** — custom properties whose name/label suggests enrichment (score, tier, segment, tech stack, intent, source): candidates for user questions. Pipedrive custom properties have hash-like names — rely on `label` to understand them. - **Ignore** — `read_only: true`, calculated, `hs_*` system internals, protected fields. Provider differences that change agent behavior: - **Pipedrive matches contacts by email or record_id only** — `linkedin_url` matching is HubSpot-only. Records with only a linkedin_url will not match existing Pipedrive persons. - **Pipedrive companies match by the `domain` alias** — the server maps it to the portal's Domain field. If company writes fail with a "no domain field" error, reconnect the CRM with admin access so the server can create the field. - **Enum values are labels in both CRMs** — the server converts labels to Pipedrive option ids internally; always send the human-readable label from the schema options. ### 4. Ask 3-5 questions maximum Ask ONLY about ambiguous or high-stakes decisions, one compact block, not an interview: - Ambiguous targets: "Intent score → `Lead Score` or `ICP Fit Score`?" - Overwrite policy for volatile fields: "Job titles: overwrite on change or fill blanks only?" - Working list: "Which list do you enrich most — 'Inbound' or 'Outbound Q3'?" (only if lists exist) - Creation policy: "May agents create new contacts, or update existing only?" - Plan: "Are you on MCP Unlimited or a credit-based plan?" — future sessions use this to decide between credit estimates (credit plans) and time estimates (Unlimited) before bulk runs Confirm the full mapping as ONE list for approval, then save. ### 5. Save the local profile Write the agreed profile to `~/.claude/skills/anysite-crm-profile/SKILL.md` (create the directory). Use exactly this structure: ```markdown --- name: anysite-crm-profile description: The user's saved CRM field mapping and write rules for CRM enrichment via anysite MCP. ALWAYS consult this before calling crm_upsert_contacts or crm_upsert_companies - it defines which CRM properties to write, which may be overwritten, and which list is the working list. Generated by /anysite-crm-setup - do not edit manually, re-run setup to change. --- # CRM Profile ( portal , connection ) Generated by anysite-crm-setup from live schema. Do not edit manually. ## Field mapping — contacts | Anysite data | CRM property | mode | |---|---|---| | job title | jobtitle | fill_blank | | linkedin url | hs_linkedin_url | fill_blank | | intent score | icp_fit_score | overwrite | ## Field mapping — companies | Anysite data | CRM property | mode | |---|---|---| | industry | industry | fill_blank | | employee count | numberofemployees | overwrite | ## Rules - Working list: "" (id ) - allow_create: - Never write (user protected, on top of server-enforced): - Enum properties and their valid values: : - MCP plan: ; bulk-run policy: - crunchbase aliases cache: ``` Only include rows that were actually agreed or auto-mapped. Never invent mappings for data types that were not discussed. ## Writing rules (every session, not only setup) 1. **Consult the profile first.** If `~/.claude/skills/anysite-crm-profile/SKILL.md` exists, its mapping is law: write ONLY to properties listed there, in the listed mode. If a new data type has no mapping, ask the user once and suggest re-running setup — do not guess. 2. **Creating a new contact requires email.** record_id and linkedin_url only MATCH existing contacts; a record without email is skipped with `create_requires_email` when no match exists. Never invent or guess emails — if no verified work email is available, report the person as not imported and say why. 3. **No profile? Minimal safety.** Map only obvious standard properties; ask before writing anything to a custom property; recommend running `/anysite-crm-setup`. 4. **Dry-run before bulk.** For more than ~10 records, or any `overwrite_properties`, first call the upsert with `dry_run=true`, show the user the old → new diff, and write only after confirmation. 5. **Overwrite only per profile.** Pass a property in `overwrite_properties` only if the profile marks it `overwrite` (or the user explicitly asked in this session). 6. **Enum values must come from the schema.** Check `options` before writing enum properties; the server skips invalid values with an `enum_option_missing` warning — do not retry blindly. When sources disagree on an enum like industry (e.g. YC vertical vs LinkedIn category), pick the schema option closest to how the company describes itself and mention the choice to the user. Use `crm_get_schema(object_type=..., properties=[...])` to fetch just the enum you need — the unfiltered schema is very large. 7. **Report warnings honestly.** `fill_blank_skip` means the field already had a value — that is the policy working, not an error. Summarize results/skipped/warnings for the user after writes. 8. **Undo exists.** Every real write returns `run_id`. If the user is unhappy with a write, `crm_undo(run_id)` restores previous values (fields changed since are reported as conflicts). ## Tools reference | Tool | Purpose | |---|---| | `crm_list_connections` | Connections and their status | | `crm_connect` / `crm_connect_status` | OAuth connect flow | | `crm_get_schema` | Properties (with enum options), lists, protected fields | | `crm_query_records` | Read CRM: list members, by ids/emails, free-text search, paging | | `crm_upsert_contacts` | Write contacts (match by email / record_id / linkedin_url) | | `crm_upsert_companies` | Write companies (match by domain) | | `crm_undo` | Revert a write run by run_id | Property values are strings; numbers and booleans are accepted and coerced server-side. Server-enforced regardless of anything in this skill: fill-blank by default, protected fields, no empty writes, create only with `allow_create`, full write log.