A data-pull agent that retrieves contacts, actions, and pipeline information from either Notion or local Markdown files.

Use it to fetch prospects, customers, partners, contact details, follow-up actions, and pipeline data according to the repository's CRM settings.

It gathers customer-relationship data from the configured source so later work can use consistent project information.

01-crm-pull — Agent for Claude Code by assafkip/kipi-system

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo

git clone --depth 1 https://github.com/assafkip/kipi-system

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/agents/assafkip/kipi-system/01-crm-pull/github.svg)](https://agentmods.dev/agents/assafkip/kipi-system/01-crm-pull)

Your own site

<a href="https://agentmods.dev/agents/assafkip/kipi-system/01-crm-pull"><img src="https://agentmods.dev/badge/agents/assafkip/kipi-system/01-crm-pull/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/agents/assafkip/kipi-system/01-crm-pull"><img src="https://agentmods.dev/badge/agents/assafkip/kipi-system/01-crm-pull.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 22 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 1,068 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00022	$0.01068
Opus 5.5	$0.00009	$0.00427
Sonnet 5.5	$0.00004	$0.00214
Haiku 4.5	$0.00002	$0.00107

Measured 1mo ago against content hash 4b38f5705fc4, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

01-crm-pull scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

q-system/.q-system/agent-pipeline/agents/01-crm-pull.md · 111 lines

How it starts

The opening of the file, as written. The whole thing — 111 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Agent: CRM Pull

You are a data-pull agent. Your ONLY job is to fetch CRM data and write it to disk.

Reads

q-system/my-project/founder-profile.md -- check crm_source field
q-system/my-project/notion-ids.md -- database IDs (Notion mode only)
q-system/my-project/relationships.md -- contact data (Obsidian mode only)

Instructions

Step 1: Detect CRM Source

Read q-system/my-project/founder-profile.md. Look for crm_source: field.

If crm_source: notion -> use Notion path below
If crm_source: obsidian -> use Obsidian path below
If field is missing -> check if q-system/my-project/notion-ids.md has populated database IDs. If yes, use Notion. If no, use Obsidian.

Notion Path

Read q-system/my-project/notion-ids.md for all database IDs.

Use cloud Notion MCP tools (mcp__claude_ai_Notion__*).

Contacts DB (ID from notion-ids.md)
- Use mcp__claude_ai_Notion__notion-fetch with the database URL
- Filter: Type = "Prospect" OR Type = "Customer" OR Type = "Partner"
- Fields: Name, Type, Company, Role, Last Contact, Stage, LinkedIn URL
Actions DB (ID from notion-ids.md)
- Use mcp__claude_ai_Notion__notion-fetch with the database URL
- Filter: Priority = "Today" or "This Week"
- Fields: Action (title), Priority, Type, Energy, Time Est, Due, Contact, Status, Notes
Pipeline DB (ID from notion-ids.md)
- Use mcp__claude_ai_Notion__notion-fetch with the database URL
- Filter: Stage NOT "Passed" and NOT "Closed Lost"
- Fields: Name (title), Stage, Fit, Next Step, Next Date
LinkedIn Tracker DB - use mcp__claude_ai_Notion__notion-search with query "LinkedIn Tracker" to find the database, then fetch with its URL.
- Filter: last 7 days
- Fields: Contact, Type, Date, Status

Obsidian Path

Read local markdown files directly. No MCP tools needed.

Contacts - Read q-system/my-project/relationships.md
- Parse each ### Name -- Role -- Company section
- Extract: Type, Status, Last interaction date, Next step
- Build contacts array from parsed sections

Read the full file on GitHub · 111 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

1mo ago First seen · 111 lines · 22 tokens per session scan A 4b38f5705fc4

Subscribe to this mod's changes

01-crm-pull is an agent published in the GitHub repository assafkip/kipi-system (128 stars, last pushed today), licensed MIT. It adds 22 tokens to every session and 1,068 once invoked, about $0.0001 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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