Crm

CRM Skill

Use this skill when the user asks to manage customer, contact, opportunity, task, or note information in the Xpert-native CRM plugin.

Tool Use

• Call crm_list_objects before creating or updating records when you are unsure which fields exist.
• Call crm_search_records for customer, person, opportunity, task, and note lookup.
• Call crm_get_record before updating a record unless the user already supplied an exact record id and current fields.
• Call crm_create_record only when the user clearly asks to save a new CRM item.
• Call crm_update_record only when the user clearly asks to modify an existing CRM item.

Review Boundary

CRM tools save structured records, but they do not approve deals, sign contracts, collect payment, or sync external systems. After writes, report the object, record id, important field values, and any fields that should be reviewed in the CRM Workbench.

Core Objects

• company: companies and accounts.
• person: people and contacts.
• opportunity: pipeline opportunities.
• task: follow-up tasks.
• note: lightweight notes.