anysite-crm-account-brief

anysite-crm-account-brief is a skill for Claude Code from anysiteio/agent-skills. It costs 115 tokens per session (1,151 once invoked), scanned A, original, MIT.

A read-only skill for preparing a one-page account brief from a connected customer-relationship management system and fresh outside information. A CRM stores company, contact, sales-stage, and interaction records.

In plain words
What is it for?
Preparing pre-meeting notes with company details, contacts, relationship history, funding, leadership changes, news, layoffs, competitors, and relevant research signals.
Why use it?
It combines what the CRM already knows with recent company and people updates, helping you prepare without manually assembling the information.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the anysite-skills plugin — 33 skills shipped together

Good fit Preparing pre-meeting notes with company details, contacts, relationship history, funding, leadership changes, news, layoffs, competitors, and relevant research signals.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/anysiteio/agent-skills/anysite-crm-account-brief
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 anysiteio/agent-skills --skill anysite-crm-account-brief
Clone the repo
git clone --depth 1 https://github.com/anysiteio/agent-skills

Made for: Claude Code.

Or install anysite-skills, the plugin that ships this one along with the rest of its 33 skills.

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 anysite-crm-account-brief

README.md
[![agentmods](https://agentmods.dev/badge/skills/anysiteio/agent-skills/anysite-crm-account-brief/github.svg)](https://agentmods.dev/skills/anysiteio/agent-skills/anysite-crm-account-brief)
Your own site
<a href="https://agentmods.dev/skills/anysiteio/agent-skills/anysite-crm-account-brief"><img src="https://agentmods.dev/badge/skills/anysiteio/agent-skills/anysite-crm-account-brief/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 anysite-crm-account-brief

Your own site · 80×15
<a href="https://agentmods.dev/skills/anysiteio/agent-skills/anysite-crm-account-brief"><img src="https://agentmods.dev/badge/skills/anysiteio/agent-skills/anysite-crm-account-brief.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 115 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,151 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00115 $0.01151
Opus 5 $0.00057 $0.00575
Sonnet 5 $0.00023 $0.00230
Haiku 4.5 $0.00012 $0.00115

Measured 12d ago against content hash 1534f046cea2, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

anysite-crm-account-brief 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 12d 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/anysite-crm-account-brief/SKILL.md · 84 lines

How it starts

The opening of the file, as written. The whole thing — 84 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Account Brief

One account, twenty minutes of research, one page the user can read in the elevator.

Flow

1. CRM context (if connected)

crm_query_records(object_type="companies", search="<name or domain>")
crm_query_records(object_type="contacts", search="<domain>")   # linked people

What we already know: fields, mapped scores/signals, who we talk to, what stage. The brief must not contradict the CRM — where outside data disagrees (e.g. new title), flag it as an update candidate for anysite-crm-enrich/anysite-crm-champions.

2. Company snapshot

  • execute crunchbase/search {keywords: name} → alias (verify name+domain, first hit may be a namesake) → crunchbase/company → funding history, leadership_hires[] (often empty for smaller companies — not a negative), news[], layoffs[], employee range, investors. Same response, free extras for the brief: related.competitors[] (their competitive set), bombora_surges[] (what their team is researching — mention only if relevant to the meeting), predictions.funding_score (likelihood of a next round).
  • search_sql_companies {website: "<domain>", count: 10} + exact website match check (substring search returns look-alike domains — verify before trusting) → description, specialities, locations, employee_count.

3. What's happening now

  • Hiring: search_companies {keywords: "<name>", count: 5} → pick the right company by name/industry/alias (first hit is often a namesake), its urn comes back already as the {type, value} object → search_jobs {company: [<urn object>], sort: "recent", count: 20} — what functions they're growing (that's their current priorities, use in talking points).
  • News: crunchbase news[] first (already fetched); add techmeme/stories/stories_search {keyword: "<name>", count: 5} for tech companies.
  • Employer sentiment (optional, for bigger companies): resolve the employer id first via glassdoor/companies/companies_search {company: "<name>", count: 1} → then companies_ratings {company: <id>}; blind/companies/companies_reviews — morale, attrition themes. Use with care in messaging — background context, never a quoted opener.

Read the full file on GitHub · 84 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. 12d ago First seen · 84 lines · 115 tokens per session scan A 1534f046cea2

Subscribe to this mod's changes

anysite-crm-account-brief is a skill published in the GitHub repository anysiteio/agent-skills (19 stars, last pushed 28d ago), licensed MIT. It adds 115 tokens to every session and 1,151 once invoked, about $0.0006 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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