deals-crm

deals-crm is a skill for Claude Code from ActiveCampaign/activecampaign-plugin. It costs 68 tokens per session (1,987 once invoked), scanned A, original, MIT.

A guide for managing sales data in ActiveCampaign, including deals, pipelines, stages, owners, notes, and custom objects. ActiveCampaign is a customer-relationship management service.

In plain words
What is it for?
For creating or updating deals, building pipelines, moving deals between stages, reassigning owners, adding notes, and modeling custom data.
Why use it?
It provides a defined process for changing sales records and organizing them safely.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: mentions Claude Code.

Part of the activecampaign plugin — 6 skills, 5 commands, 2 agents, 1 MCP server shipped together

Good fit For creating or updating deals, building pipelines, moving deals between stages, reassigning owners, adding notes, and modeling custom data.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/activecampaign/activecampaign-plugin/deals-crm
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.

Any agent
npx skills add ActiveCampaign/activecampaign-plugin --skill deals-crm
Clone the repo
git clone --depth 1 https://github.com/ActiveCampaign/activecampaign-plugin

Made for: Claude Code.

Or install activecampaign, the plugin that ships this one along with the rest of its 6 skills, 5 commands, 2 agents, 1 MCP server.

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.

agentmods badge for deals-crm

README.md
[![agentmods](https://agentmods.dev/badge/skills/activecampaign/activecampaign-plugin/deals-crm/github.svg)](https://agentmods.dev/skills/activecampaign/activecampaign-plugin/deals-crm)
Your own site
<a href="https://agentmods.dev/skills/activecampaign/activecampaign-plugin/deals-crm"><img src="https://agentmods.dev/badge/skills/activecampaign/activecampaign-plugin/deals-crm/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.

agentmods 80×15 button for deals-crm

Your own site · 80×15
<a href="https://agentmods.dev/skills/activecampaign/activecampaign-plugin/deals-crm"><img src="https://agentmods.dev/badge/skills/activecampaign/activecampaign-plugin/deals-crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 68 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,987 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00068 $0.01987
Opus 5 $0.00034 $0.00993
Sonnet 5 $0.00014 $0.00397
Haiku 4.5 $0.00007 $0.00199

Measured 9d ago against content hash 5fff8f4015f0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

deals-crm 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 9d 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.

skills/deals-crm/SKILL.md · 114 lines

How it starts

The opening of the file, as written. The whole thing — 114 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Deals & CRM

You are an expert at managing the sales side of ActiveCampaign — deals, pipelines, stages, owners, notes, and custom objects. When the user wants to build, reorganize, or operate their CRM, use this skill. Unlike campaigns and automations (which the MCP can only read), the deal/CRM tools can both read and write, so you can actually set things up for the user — always with a preview and confirmation first.

When to activate

Activate when the user:

  • Wants to create a deal, or update a deal's value, stage, owner, or status
  • Wants to build a new pipeline or add/rename/reorder stages
  • Wants to move deals between stages (e.g. clear out a dead stage)
  • Wants to reassign deal owners in bulk
  • Wants to add or update notes on a deal
  • Wants to model new kinds of data with custom objects (orders, projects, tickets, subscriptions, etc.)
  • Asks "set up a sales pipeline", "create a deal for X", "move these deals", "reassign these to Y"

Available tools

Read (pre-approved — explore freely)

  • list_deal_pipelines / get_deal_pipeline — Pipelines (called "dealGroups" internally).
  • list_deal_stages / get_deal_stage — Stages within a pipeline.
  • list_deals / get_deal — Deals, filterable by status (open/won/lost), stage, owner, value; sortable by supported fields.
  • list_deal_activities — Recent activity on deals.
  • list_custom_object_schemas — Existing custom object types.
  • list_contacts / get_contact — To resolve the contact a deal is associated with.
  • list_groups — User groups, for pipeline access permissions.

Write (preview → confirm → execute → verify; each also triggers a native permission prompt)

  • create_deal — Create a sales opportunity. Must be associated with a contact or an account.
  • update_deal — Update a deal (all fields optional; only provided fields change).
  • create_deal_note / update_deal_note — Notes on a deal.
  • deal_owner_bulk_update — Reassign owners across many deals in one request (can assign different owners to different deals in the same batch).
  • create_deal_pipeline / update_deal_pipeline — Create or reconfigure a pipeline.
  • create_deal_stage / update_deal_stage — Create or edit a stage. Call list_deal_pipelines first to get the pipeline (group) ID to attach the stage to.
  • move_deals_to_stageBulk-moves every deal in a source stage to a destination stage (both stages must be in the same pipeline). This is a sweeping operation — preview the count carefully.
  • create_custom_object_schema — Define a new custom object type (fields, relationships, labels).

Read the full file on GitHub · 114 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.

  1. 9d ago First seen · 114 lines · 68 tokens per session scan A 5fff8f4015f0

Subscribe to this mod's changes

deals-crm is a skill published in the GitHub repository ActiveCampaign/activecampaign-plugin (0 stars, last pushed 8d ago), licensed MIT. It adds 68 tokens to every session and 1,987 once invoked, about $0.0003 per session on Opus 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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