crm-connect

crm-connect is a skill for Claude Code from crealwork/ai-marketing-kit. It costs 112 tokens per session (1,195 once invoked), scanned A, original, MIT.

A method for connecting an AI agent to any customer relationship management (CRM) system through its API, the interface software uses to exchange data. It covers leads, contacts, deals, notes, and tasks.

In plain words
What is it for?
Use it to connect to systems such as HubSpot, Salesforce, Pipedrive, Close, Attio, Zoho, Airtable, or Notion, then read or update customer records and sales data.
Why use it?
It avoids guessing the right API endpoints, authentication method, or CRM terminology. It also records the verified connection details for reuse in later sessions.

Skill for Claude Code

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

Part of the ai-marketing-kit plugin — 26 skills shipped together

Good fit Use it to connect to systems such as HubSpot, Salesforce, Pipedrive, Close, Attio, Zoho, Airtable, or Notion, then read or update customer records and sales data.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/crealwork/ai-marketing-kit/crm-connect
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 crealwork/ai-marketing-kit --skill crm-connect
Clone the repo
git clone --depth 1 https://github.com/crealwork/ai-marketing-kit

Made for: Claude Code.

Or install ai-marketing-kit, the plugin that ships this one along with the rest of its 26 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 crm-connect

README.md
[![agentmods](https://agentmods.dev/badge/skills/crealwork/ai-marketing-kit/crm-connect/github.svg)](https://agentmods.dev/skills/crealwork/ai-marketing-kit/crm-connect)
Your own site
<a href="https://agentmods.dev/skills/crealwork/ai-marketing-kit/crm-connect"><img src="https://agentmods.dev/badge/skills/crealwork/ai-marketing-kit/crm-connect/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 crm-connect

Your own site · 80×15
<a href="https://agentmods.dev/skills/crealwork/ai-marketing-kit/crm-connect"><img src="https://agentmods.dev/badge/skills/crealwork/ai-marketing-kit/crm-connect.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 112 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,195 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 1 finding. 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 $0.00112 $0.01195
Opus 5 $0.00056 $0.00598
Sonnet 5 $0.00022 $0.00239
Haiku 4.5 $0.00011 $0.00120

Measured 10d ago against content hash 4dc78dbb96c5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

crm-connect scanned grade A with 1 finding 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 10d 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.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

5. 특수문자/이모지 포함 본문은 Python `json.dumps()`로 — curl 인라인 JSON은 깨진다.
skills/crm-connect/SKILL.md · 69 lines

How it starts

The opening of the file, as written. The whole thing — 69 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Connect

특정 CRM 전용 스킬이 아니라 어떤 CRM이든 API로 연결하는 방법론. 한 번 연결하면 프로젝트에 "연결 카드"를 남겨 다음 세션부터 재사용한다.

Gates (처음 연결할 때, 순서대로)

G1 — CRM 식별. 유저에게 묻는다: 어떤 CRM? 어떤 작업(리드 입력/딜 관리/리포트)? 그 CRM의 공식 API 문서를 찾는다 (웹 검색 또는 문서 도구). 문서 없이 엔드포인트를 추측하지 않는다.

G2 — 인증. 우선순위: API 키 > Personal Access Token > OAuth2(에이전트에겐 최후 수단). 키는 env 변수로만 (HUBSPOT_API_KEY, PIPEDRIVE_API_TOKEN 등 CRM별 이름). 파일/채팅에 키 값 기록 금지. 유저가 키 발급 위치를 모르면 해당 CRM의 Settings → API/Integrations 경로를 안내.

G3 — 최소 읽기로 검증. 가장 싼 read 호출(연락처 1건 목록 등)이 200을 반환하는지 확인. 실패 시 인증 방식(헤더 vs Basic vs query param)부터 재확인 — CRM마다 다르다.

G4 — 엔티티 매핑. 아래 표로 이 CRM의 용어를 확인하고 유저와 맞춘다:

개념 HubSpot Pipedrive Close Salesforce Attio
사람 contact person contact Contact/Lead person record
회사 company organization lead (회사 단위!) Account company record
거래 deal deal opportunity Opportunity (custom object)
활동/메모 engagement activity/note activity Task/Event note

Close처럼 "lead"가 회사를 뜻하는 CRM이 있다 — 용어를 확인하지 않고 쓰면 데이터가 엉뚱한 곳에 들어간다.

G5 — 연결 카드 작성. 프로젝트 루트에 CRM.md를 만들어 기록: CRM 이름, base URL, 인증 방식 + env 변수명, 검증된 엔드포인트 목록, 엔티티 용어 매핑, 파이프라인/ 스테이지 ID 목록, 커스텀 필드 ID, rate limit. 다음 세션은 이 카드부터 읽는다.

Hard rules (모든 CRM 공통 — 전부 실제 사고 기반)

  1. Search before create — 생성 전에 이메일/이름으로 검색해 중복 방지.
  2. ID로 쓰고 label로 쓰지 않는다 — 스테이지/상태 label은 파이프라인 간에 중복된다. 의도한 파이프라인의 status/stage ID를 조회해서 그걸로 쓴다.
  3. 삭제·병합·대량 업데이트는 유저 승인 필수 — 건수와 대상을 먼저 보여준다.
  4. 쓰기 작업 후 결과 요약 보고 (몇 건 생성/수정, 레코드 링크).
  5. 특수문자/이모지 포함 본문은 Python json.dumps()로 — curl 인라인 JSON은 깨진다.
  6. 페이지네이션 확인 없이 "전체"를 단정하지 않는다 (has_more/cursor/offset).
  7. Rate limit을 문서에서 확인하고 대량 작업은 스로틀 (기본 안전값: 5 req/s).
  8. 캐시된 ID를 신뢰하지 않는다 — 파이프라인/커스텀 필드는 쓰기 직전에 라이브 조회.

자주 하는 작업 패턴

  • 리드 유입 → CRM: 폼/랜딩의 리드를 사람+회사로 생성, 소스(utm)를 커스텀 필드나 메모로 기록, 담당자 할당 규칙은 유저에게 확인.
  • CRM → 광고 오디언스: 리드 이메일 목록 추출 → 광고 플랫폼 커스텀 오디언스로 (paid-ads 스킬 C절).
  • 미팅 브리핑: 캘린더 참석자 이메일 → CRM에서 기존 기록 조회 → cyrano 스킬로 외부 리서치와 합쳐 브리핑.
  • 주간 파이프라인 리포트: 스테이지별 딜 수/금액 집계 — ID 기준으로 집계하고 label은 표시용으로만.

Read the full file on GitHub · 69 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. 10d ago First seen · 69 lines · 112 tokens per session scan A 4dc78dbb96c5

Subscribe to this mod's changes

crm-connect is a skill published in the GitHub repository crealwork/ai-marketing-kit (18 stars, last pushed 1mo ago), licensed MIT. It adds 112 tokens to every session and 1,195 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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