crm

crm is a skill for Claude Code, Codex from magnus919/agent-skills. It costs 124 tokens per session (1,935 once invoked), scanned A, original, MIT.

An add-on for working with HubSpot CRM, a customer and sales-record system, from a terminal or coding agent. It can search contacts, inspect deals and sales-pipeline stages, and—with confirmation—move deals.

In plain words
What is it for?
Use it to find contact records, review deals and pipeline stages, list sales activity within a chosen limit, and move a specified deal to a new stage after checking the proposed change.
Why use it?
It gives you a controlled way to inspect shared customer and sales data without making accidental changes. Deal-stage updates require a preview and explicit confirmation, leaving an audit record.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to find contact records, review deals and pipeline stages, list sales activity within a chosen limit, and move a specified deal to a new stage after checking the proposed change.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/magnus919/agent-skills/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 magnus919/agent-skills --skill crm
Clone the repo
git clone --depth 1 https://github.com/magnus919/agent-skills

Made for: Claude Code, Codex.

Its marketplace also offers this one on its own, as the plugin crm/plugin install crm after adding the marketplace above.

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

README.md
[![agentmods](https://agentmods.dev/badge/skills/magnus919/agent-skills/crm/github.svg)](https://agentmods.dev/skills/magnus919/agent-skills/crm)
Your own site
<a href="https://agentmods.dev/skills/magnus919/agent-skills/crm"><img src="https://agentmods.dev/badge/skills/magnus919/agent-skills/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 crm

Your own site · 80×15
<a href="https://agentmods.dev/skills/magnus919/agent-skills/crm"><img src="https://agentmods.dev/badge/skills/magnus919/agent-skills/crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 124 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,935 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: 2 findings, up to high

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 →

  • high Privilege Escalation · line 17
    Code accesses credential files (SSH keys, AWS credentials, etc.). This could indicate credential theft attempts.
    Fix: Remove references to credential paths. Use environment variables or secrets managers. For docs, use placeholder paths (e.g., /path/to/config). Never load .env or token files in production code paths.
  • high Privilege Escalation · line 72
    Code accesses credential files (SSH keys, AWS credentials, etc.). This could indicate credential theft attempts.
    Fix: Remove references to credential paths. Use environment variables or secrets managers. For docs, use placeholder paths (e.g., /path/to/config). Never load .env or token files in production code paths.
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 $0.00124 $0.01935
Opus 5 $0.00062 $0.00967
Sonnet 5 $0.00025 $0.00387
Haiku 4.5 $0.00012 $0.00194

Measured 12d ago against content hash 0bc1f12b96dc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (tests/test_crm_cli.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

crm/SKILL.md · 113 lines

How it starts

The opening of the file, as written. The whole thing — 113 lines — stays where its author put it; the contents beside it link to each section on GitHub.

HubSpot CRM Operations

Use this skill to read and, with explicit confirmation, update HubSpot CRM data through the HubSpot CRM v3 API: contact records, contact search, deal pipeline views, and deal stage changes. This is a tool skill for one CRM vendor (HubSpot). Building HubSpot apps or workflows is application development; this skill owns the everyday agent workflow: answering "who is this contact?", "what is in the pipeline?", and applying a confirmed stage change.

Operating contract

  1. Read-only discovery before any mutation. List and search contacts, view deals and pipelines freely. The bundled crm-cli script makes reads without writing anything.
  2. Confirm the target, scope, and rollback path before acting. Moving a deal to a new stage changes a shared pipeline that revenue reporting reads: it requires an explicit human directive naming the deal and the target stage, plus --dry-run preview and --yes confirmation through crm-cli. Stage moves are reversible but leave audit history — confirm before acting.
  3. Respect bounded reads. HubSpot pages with limit; never page past what the task needs. crm-cli --limit caps every listing and search.
  4. Keep evidence bounded. Quote short names, emails, amounts, and stage labels; never dump full records, tokens, or raw payloads into chat.
  5. Know the object model. Contacts and deals are distinct objects with property maps; stage transitions must use a stage ID from the deal's pipeline (pipelines list), not a stage label.

The crm-cli script

scripts/crm-cli is an agent-first, stdlib-only CLI over the HubSpot CRM v3 API. It covers the full issue scope: records, search, and pipeline views.

crm/scripts/crm-cli --help                                # no token or network needed
crm/scripts/crm-cli --json --limit 20 contacts list
crm/scripts/crm-cli --json contacts get --id 51
crm/scripts/crm-cli --json contacts search --query "ada"
crm/scripts/crm-cli --json --limit 20 deals list
crm/scripts/crm-cli --json deals list --pipeline default --stage appointmentscheduled
crm/scripts/crm-cli --json pipelines list
crm/scripts/crm-cli deals update-stage --id 901 --stage closedwon --dry-run   # preview
crm/scripts/crm-cli deals update-stage --id 901 --stage closedwon --yes       # confirmed

Read the full file on GitHub · 113 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 113 lines · 124 tokens per session scan A 0bc1f12b96dc

Subscribe to this mod's changes

crm is a skill published in the GitHub repository magnus919/agent-skills (76 stars, last pushed yesterday), licensed MIT. It adds 124 tokens to every session and 1,935 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.

Related

Other skills, from other repositories

systematic-debugging

Use when encountering any bug, test failure, or unexpected behavior, before proposing fixes.

obra/superpowers · 21 tokens

local-ai-agents

Build local-first AI agents that run entirely on a developer workstation with Microsoft Foundry Local and Qwen function-calling models. Covers Small Language Models (SLMs), the OpenAI-compatible local endpoint, sandboxed local tools, local RAG with Chroma, local MCP servers, hybrid cloud/local routing, and the…

microsoft/ai-agents-for-beginners · 200 tokens

next-cache-components-adoption

Turn on Cache Components in a Next.js app and resolve the blocking routes it surfaces. Use when the user wants to enable, adopt, or migrate to Cache Components, flip the cacheComponents flag, work through a flood of blocking-prerender / instant validation errors, run the cache-components-instant-false codemod, or…

vercel/next.js · 95 tokens

chat-pet-sprite-creation

Use when creating or changing VS Code chat pet sprite art, sprite sheets, state animations, eye treatments, Stable/Insiders variants, or pet transitions under src/vs/workbench/contrib/chat/browser/widget/media/chatPet.

microsoft/vscode · 53 tokens

cpu-profile-analysis

Analyze V8/Chrome CPU profiles (.cpuprofile) and DevTools trace files (Trace-.json). Use when: profiling performance, investigating slow functions, comparing code paths, finding bottlenecks, analyzing timeToRequest, understanding call trees from sampling profiler data, analyzing layout/paint/rendering, investigating…

microsoft/vscode · 71 tokens

insight-error-page

Write or audit an insight-kind error page for the Next.js dev overlay. Use when creating a new errors/ .mdx page, auditing an existing one, or checking that a page matches the framework fix cards. Covers page structure, title alignment, FixCard cards with Copy prompt button, code snippets, terminology verification…

vercel/next.js · 83 tokens