Reference skill for working with the Twenty CRM. Detailed setup and schema docs live in admin/crm/README.md.
MCP connectors
Connector
Purpose
CRM
Read and update contacts, deals, activities
Quick reference
CRM: Twenty (self-hosted)
MCP tools: Use the Twenty MCP server - always start with get_tool_catalog
Detailed docs: admin/crm/README.md
Key patterns
Always discover tools first - call get_tool_catalog before any CRM operation
Learn before executing - call learn_tools to get input schemas for unfamiliar tools
Group-by for analytics - use group_by tools for comparative/aggregate queries
Find for records - use find tools for retrieving specific records
Multiple metrics - run multiple group_by calls and merge results
Common operations
Task
Approach
Look up a company
find by company name
Check deal pipeline
group_by stage, sum ARR
Get contact details
find by company or email domain
Update a deal stage
execute_tool with the update tool
Guardrails
Never delete CRM records - archive or flag instead
Never bulk-update without confirmation - show the change list first
Always verify ambiguous matches - if a search returns multiple results, ask
Log significant changes - note CRM updates in the relevant agent's log
Self-improvement
After the CAO corrects a CRM operation or query:
If the correction reveals a CRM schema quirk (e.g. "use display name not slug for deal stages"), add it to the Key patterns section above
If a common operation is missing from the Quick reference table, add it
Update admin/crm/_insights.md with the correction and the right approach
If a new tool or query pattern proves reliable, add it to the Common operations table
1---2name: crm3description: CRM4---5# CRM67Reference skill for working with the Twenty CRM. Detailed setup and schema docs live in `admin/crm/README.md`.89## MCP connectors1011| Connector | Purpose |12|-----------|---------|13| CRM | Read and update contacts, deals, activities |1415## Quick reference1617- **CRM**: Twenty (self-hosted)18- **MCP tools**: Use the Twenty MCP server - always start with `get_tool_catalog`19- **Detailed docs**: `admin/crm/README.md`2021## Key patterns22231. **Always discover tools first** - call `get_tool_catalog` before any CRM operation242. **Learn before executing** - call `learn_tools` to get input schemas for unfamiliar tools253. **Group-by for analytics** - use group_by tools for comparative/aggregate queries264. **Find for records** - use find tools for retrieving specific records275. **Multiple metrics** - run multiple group_by calls and merge results2829## Common operations3031| Task | Approach |32|------|----------|33| Look up a company | `find` by company name |34| Check deal pipeline | `group_by` stage, sum ARR |35| Get contact details | `find` by company or email domain |36| Update a deal stage | `execute_tool` with the update tool |3738## Guardrails3940- **Never delete CRM records** - archive or flag instead41- **Never bulk-update** without confirmation - show the change list first42- **Always verify ambiguous matches** - if a search returns multiple results, ask43- **Log significant changes** - note CRM updates in the relevant agent's log4445## Self-improvement4647After the CAO corrects a CRM operation or query:48491. If the correction reveals a CRM schema quirk (e.g. "use display name not slug for deal stages"), add it to the Key patterns section above502. If a common operation is missing from the Quick reference table, add it513. Update `admin/crm/_insights.md` with the correction and the right approach524. If a new tool or query pattern proves reliable, add it to the Common operations table
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