customer-engagement-and-deal-risk-insights

customer-engagement-and-deal-risk-insights is a skill for Claude Code, Codex from microsoft/cat-agent-skills. It costs 121 tokens per session (2,467 once invoked), scanned A, original, MIT.

A sales analysis tool that uses available work messages, meetings, documents, and customer records to explain engagement, deal momentum, risks, and blockers.

In plain words
What is it for?
It supports portfolio reviews and individual deal checks, such as finding stalled opportunities, understanding changed customer engagement, and choosing a next step.
Why use it?
It helps sellers find deals that need attention and distinguish meaningful warning signs from a lack of information. It also identifies who owns a blocker and what action may help.

Skill for Claude CodeCodex ✓ vendor

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

Good fit It supports portfolio reviews and individual deal checks, such as finding stalled opportunities, understanding changed customer engagement, and choosing a next step.

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Install with agentmods
npx agentmods add skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights
About the project

microsoft/cat-agent-skills is a static website that catalogs reusable instruction sets and related packages for AI agents. People use it to search, filter, rate, and download skills for Cowork, Copilot Studio, and Scout, along with Copilot plugins and Scout automations. The catalogue entries are the skills, instructions, plugins, and settings displayed by the site.

microsoft/cat-agent-skills · 101 stars · on GitHub

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 microsoft/cat-agent-skills --skill customer-engagement-and-deal-risk-insights
Clone the repo
git clone --depth 1 https://github.com/microsoft/cat-agent-skills

Made for: Claude Code, Codex.

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 customer-engagement-and-deal-risk-insights

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights/github.svg)](https://agentmods.dev/skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights)
Your own site
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights/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 customer-engagement-and-deal-risk-insights

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/customer-engagement-and-deal-risk-insights.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 121 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,467 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 $0.00121 $0.02467
Opus 5.5 $0.00048 $0.00987
Sonnet 5.5 $0.00024 $0.00493
Haiku 4.5 $0.00012 $0.00247

Measured 2d ago against content hash 0598590f9db7, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

customer-engagement-and-deal-risk-insights 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 2d 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.

submissions/customer-engagement-and-deal-risk-insights/SKILL.md · 150 lines

How it starts

The opening of the file, as written. The whole thing — 150 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Customer Engagement and Deal Risk Insights

Objective

Help a seller identify active deals that need attention, understand when and why momentum changed, and choose a meaningful next action. Combine authorized Microsoft 365 work signals with CRM context when available. If CRM is unavailable, provide customer engagement insights without claiming authoritative pipeline risk.

When to use this skill

Use this skill when a seller asks which deals need attention, whether a deal has lost momentum, what changed with a customer, what is blocking progress, who owns the blocker, or what they can do next. Support both portfolio questions and questions about one deal.

Example requests: “Which active deals should I focus on this quarter?” “What changed with Contoso?” “Where did momentum change?” “Which risks can I actually act on?” “Which quiet deals are still on track?”

Inputs and access

  • Use only information the seller is authorized to access. Relevant work signals may include Outlook email, Teams chats and channel messages, calendar activity, meetings and transcripts, documents, and shared files.
  • When available, use live CRM accounts, opportunities, stages, forecast categories, value, close dates, owners, next steps, stakeholders, activities, notes, milestones, products, and competitors.
  • A seller-uploaded CRM view is a point-in-time snapshot. Retain its date, distinguish its fields from later observations, and never describe it as live.
  • Associate a work signal with a specific opportunity only when the mapping is supported. Do not merge activities from different opportunities at the same account.

Workflow

1 Find and prioritize relevant deals

Start with the seller’s active deals when CRM is available. Rank by quarter timing (use the organization’s fiscal quarter when available; otherwise clarify which quarter the seller means if it affects the answer), time left to act, value or exposure, meaningful momentum change, missed commitments, blockers, stakeholder changes, and available seller action. Do not rank on value alone. If CRM is missing, identify customers and engagements from authorized work signals where possible; do not imply the set is a complete pipeline.

Read the full file on GitHub · 150 lines

Files

What ships with it

2 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. 2d ago First seen · 150 lines · 121 tokens per session scan A 0598590f9db7

Subscribe to this mod's changes

customer-engagement-and-deal-risk-insights is a skill published in the GitHub repository microsoft/cat-agent-skills (101 stars, last pushed yesterday), licensed MIT. It adds 121 tokens to every session and 2,467 once invoked, about $0.0005 per session on Opus 5.5. 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 2026-11-06.

Related

customer-engagement-and-deal-risk-insights compared with skills from other repositories

customer-engagement-and-deal-risk-insights next to 6 skills from other repositories
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