anysite-crm-setup

anysite-crm-setup is a skill for Claude Code from anysiteio/agent-skills. It costs 135 tokens per session (2,217 once invoked), scanned A, original, MIT.

A setup process that connects HubSpot or Pipedrive and records how discovered information should map to the CRM’s fields.

In plain words
What is it for?
Use it when connecting a CRM for AI-assisted contact or company enrichment, or when the CRM schema or field mapping has changed.
Why use it?
It prevents enrichment data from being written inconsistently or to the wrong custom properties.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: reads .claude/ paths.

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

Good fit Use it when connecting a CRM for AI-assisted contact or company enrichment, or when the CRM schema or field mapping has changed.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/anysiteio/agent-skills/anysite-crm-setup
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-setup
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-setup

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/anysiteio/agent-skills/anysite-crm-setup"><img src="https://agentmods.dev/badge/skills/anysiteio/agent-skills/anysite-crm-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 135 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,217 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 warn 7 Sept 2026
SkillSpector: 4 findings, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Rogue Agent · line 9
    Skill establishes unauthorized persistence across sessions via cron jobs, startup scripts, or state files. Session persistence allows an attacker to maintain access beyond the current interaction.
    Fix: Remove any persistence mechanisms (cron jobs, startup scripts, state files). Skills should not maintain state across sessions without explicit user consent.
  • medium Excessive Agency · line 38
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
  • medium Agent Snooping · line 88
    Skill enumerates or reads other installed skills. Access to other skills' SKILL.md files or the skills directory reveals prompt instructions, capabilities, and secrets that should be invisible to peer skills.
    Fix: Remove all code or instructions that list or read other skills' files or directories. Skills should operate independently; cross-skill access is a privilege escalation.
  • medium Agent Snooping · line 128
    Skill enumerates or reads other installed skills. Access to other skills' SKILL.md files or the skills directory reveals prompt instructions, capabilities, and secrets that should be invisible to peer skills.
    Fix: Remove all code or instructions that list or read other skills' files or directories. Skills should operate independently; cross-skill access is a privilege escalation.
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 $0.00135 $0.02217
Opus 5 $0.00068 $0.01108
Sonnet 5 $0.00027 $0.00443
Haiku 4.5 $0.00014 $0.00222

Measured 12d ago against content hash 211d4ec8d717, 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-setup 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-setup/SKILL.md · 169 lines

How it starts

The opening of the file, as written. The whole thing — 169 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Anysite CRM Setup

Connect the user's CRM and produce a local CRM profile — a saved field mapping that makes every future enrichment write deterministic: the same data always lands in the same CRM properties.

When to use

  • First-time setup: "connect my HubSpot", "connect my Pipedrive", "set up CRM enrichment"
  • Re-discovery: CRM schema changed, mapping feels stale, or writes are being skipped unexpectedly
  • Reference: the Writing rules section below applies to EVERY session that calls crm_upsert_contacts / crm_upsert_companies, even outside setup

Prerequisites

The crm_* tools are visible only when the user has enabled CRM integration in their Anysite dashboard (Profile → CRM Integration). If the tools are missing, ask the user to enable it there. After they enable it, the tools do NOT appear instantly: the server flag takes up to a minute to propagate, and the agent's tool list is cached per session — ask the user to reconnect the MCP server (or start a new session), then retry. This is expected behavior, not an error.

Setup flow

1. Ensure a connection

Call crm_list_connections.

  • If there is an active connection — proceed to step 2.
  • If not, ask which CRM the user wants (HubSpot or Pipedrive) if not obvious, then call crm_connect(provider="hubspot") or crm_connect(provider="pipedrive"), give the user the connect_url to open in a browser, then poll crm_connect_status(pending_id) every few seconds until active.
  • Only ONE CRM can be connected at a time. If crm_connect returns a conflict, the user must disconnect the current CRM in the dashboard first — never disconnect for them without asking.

2. Read the schema

Call crm_get_schema(). You get:

  • properties.contacts / properties.companies — every property with label, type, options (valid enum values), read_only, custom
  • lists — the user's CRM lists (id, name, processing type)
  • protected_properties — fields the server will never let you write

Read the full file on GitHub · 169 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 · 169 lines · 135 tokens per session scan A 211d4ec8d717

Subscribe to this mod's changes

anysite-crm-setup is a skill published in the GitHub repository anysiteio/agent-skills (19 stars, last pushed 27d ago), licensed MIT. It adds 135 tokens to every session and 2,217 once invoked, about $0.0007 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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