How do I install the Crm Operations skill?

Run npx skillmds@latest add prompthon-io/crm-operations 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 Operations safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: executes scripts. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Crm Operations?

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 Operations free to use?

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

Who published Crm Operations?

Prompthon-IO (@prompthon-io) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Crm Operations by prompthon-io — Agent Skill

Name: Crm Operations
Rating: 4.5 (4 reviews)
Author: Prompthon-IO

Crm Operations

Resolve and safely create/update demo CRM contacts, deals, activity notes and follow-up tasks with revision checks and an atomic audit trail. Use for business-object operations; do not clean spreadsheets, analyze business performance or send customer messages.

Prompthon-IO Updated Sep 22, 2026

File contents

CRM Operations

Own Operate in Lesson 4. Read safety, persistence and the runnable README before executing the selected workflow.

Workflow

Confirm the authorized organization/workspace and server-attested demo environment. Do not use production CRM accounts. The helper uses Prompthon course collections and has no HubSpot-specific integration.
Resolve before writing: contact by normalized email or exact id; deal by contact+title or id; activity/task by id. Stop on ambiguity or duplicate identity. The classroom resolver refuses a collection at its 500-record bound instead of assuming a truncated list is complete.
Read the latest revision and referenced contact/deal. Validate email, finite nonnegative amount, explicit currency, ISO dates and allowed stages/statuses. Do not silently merge contacts, reassign another contact's deal or accept audit/system fields from input.
Preview plan --request FILE. Review before/after, entity id, revision, scope and returned approval hash. Apply only that reviewed plan using --confirm SHA; a concurrent change invalidates it. Each write includes audit evidence in the same atomic entity record.
A deal stage change or creation already marked won/lost requires additional action-time approval and --approve-high-impact. The ordinary patch approval is not that extra approval. Do not delete records, silently close deals or send a follow-up message because a task exists.
Read back the object and audit trail with show, and report actual state. An unchanged retry is reported unchanged. If a final run save fails after the entity write, inspect the canonical object/audit before retrying. Hand source preparation to Structure and performance questions to Analyze.

Shared boundary

Use the course-support client for local or explicitly configured Prompthon storage. Remote organization/workspace, server-derived actor, scopes, revisions and canonical readback are mandatory. The Web App backend remains a tracked dependency; never give learners a Neon connection string. See source notes for licensing and the original implementation boundary.

---name: crm-operationsdescription: Resolve and safely create/update demo CRM contacts, deals, activity notes and follow-up tasks with revision checks and an atomic audit trail. Use for business-object operations; do not clean spreadsheets, analyze business performance or send customer messages.---# CRM OperationsOwn **Operate** in Lesson 4. Read [safety](references/safety-rules.md), [persistence](references/persistence-contract.md) and the runnable [README](README.md) before executing the selected workflow.## Workflow1. Confirm the authorized organization/workspace and server-attested demo environment. Do not use production CRM accounts. The helper uses Prompthon course collections and has no HubSpot-specific integration.2. Resolve before writing: contact by normalized email or exact id; deal by contact+title or id; activity/task by id. Stop on ambiguity or duplicate identity. The classroom resolver refuses a collection at its 500-record bound instead of assuming a truncated list is complete.3. Read the latest revision and referenced contact/deal. Validate email, finite nonnegative amount, explicit currency, ISO dates and allowed stages/statuses. Do not silently merge contacts, reassign another contact's deal or accept audit/system fields from input.4. Preview `plan --request FILE`. Review before/after, entity id, revision, scope and returned approval hash. Apply only that reviewed plan using `--confirm SHA`; a concurrent change invalidates it. Each write includes audit evidence in the same atomic entity record.5. A deal stage change or creation already marked won/lost requires additional action-time approval and `--approve-high-impact`. The ordinary patch approval is not that extra approval. Do not delete records, silently close deals or send a follow-up message because a task exists.6. Read back the object and audit trail with `show`, and report actual state. An unchanged retry is reported unchanged. If a final run save fails after the entity write, inspect the canonical object/audit before retrying. Hand source preparation to Structure and performance questions to Analyze.## Shared boundaryUse the course-support client for local or explicitly configured Prompthon storage. Remote organization/workspace, server-derived actor, scopes, revisions and canonical readback are mandatory. The Web App backend remains [a tracked dependency](../course-support/references/backend-dependency.md); never give learners a Neon connection string. See [source notes](references/source-notes.md) for licensing and the original implementation boundary.

Frequently asked questions