crm

crm is a skill for Claude Code from mishahanin/heading-os. It costs 15 tokens per session (1,564 once invoked), scanned A, original, Apache-2.0.

A personal customer-relationship manager for contacts and professional relationships. It stores contact details, records interactions, tracks relationship health, and highlights follow-ups.

In plain words
What is it for?
Use it to add, find, update, and review contacts, log conversations, and identify people who may need follow-up.
Why use it?
It keeps relationship information and next actions in one place instead of relying on memory or scattered records.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: model in frontmatter.

Good fit Use it to add, find, update, and review contacts, log conversations, and identify people who may need follow-up.

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Install with agentmods
npx agentmods add skills/mishahanin/heading-os/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 mishahanin/heading-os --skill crm
Clone the repo
git clone --depth 1 https://github.com/mishahanin/heading-os

Made for: Claude Code.

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/mishahanin/heading-os/crm/github.svg)](https://agentmods.dev/skills/mishahanin/heading-os/crm)
Your own site
<a href="https://agentmods.dev/skills/mishahanin/heading-os/crm"><img src="https://agentmods.dev/badge/skills/mishahanin/heading-os/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/mishahanin/heading-os/crm"><img src="https://agentmods.dev/badge/skills/mishahanin/heading-os/crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 15 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,564 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 $0.00015 $0.01564
Opus 5 $0.00008 $0.00782
Sonnet 5 $0.00003 $0.00313
Haiku 4.5 $0.00002 $0.00156

Measured 5d ago against content hash eb791d01f711, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, 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 5d 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.

.claude/skills/crm/SKILL.md · 116 lines

How it starts

The opening of the file, as written. The whole thing — 116 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Personal CRM

Manage contacts, log interactions, track relationship health, and surface follow-up priorities.

Workspace-Aware Paths

This skill works across both CEO and exec workspaces. On startup, read .workspace-identity.json from the workspace root to determine workspace type.

Resource CEO Workspace Exec Workspace
Personal contacts crm/contacts/ personal/crm/contacts/
Tribe contacts (shared) crm/contacts/ (type: tribe*) corporate/crm/contacts/ (read-only)
CRM config crm/config.md corporate/crm/config.md
People index context/people.md context/people.md (personal root)

All path references below (e.g., crm/contacts/) should be resolved using this mapping based on the detected workspace type.

Tribe contacts are corporate-wide. In exec workspaces, Tribe member contacts live in corporate/crm/contacts/ (read-only, synced from CEO workspace). When searching or displaying contacts, always check BOTH personal and corporate CRM directories. When logging interactions for Tribe members in exec workspaces, log to the personal copy if it exists, otherwise note that the contact is read-only corporate.

Variables

  • $ARGUMENTS — Subcommand and parameters. Format: [action] [details]

Actions

Parse the first word of $ARGUMENTS to determine the action:

Read references/actions.md before you run any action below. It holds the full step sequence, the canonical-owner lookup, and the record templates. The table names only the command lines and the guards.

Action Commands and guards What it does
radar (default, and the no-argument case) python scripts/crm-health.py. Admin role only, from .workspace-identity.json: python scripts/aggregate-crm.py for the company-wide view, and python scripts/generate-crm-dashboard.py for the full HTML dashboard. Execs never get the company-wide view. Relationship health dashboard, ordered RED, then YELLOW, then commitments due within 7 days, then GREEN.
next python3 scripts/crm_next.py to build today's queue. Present all 3 drafts and WAIT. Send only what the CEO names, one at a time, with python3 scripts/send-email.py --to <addr> --subject "<subject>" --body "<body>". Top-3 priority follow-ups with drafts ready for per-draft CEO review.
add Warn when email sits on the configured corporate mail domain and the type is neither tribe nor tribe-leadership (resolution: references/actions.md). On the CEO workspace only, and only for a deal-bearing external type: python scripts/odin-principles.py --type {relationship_type} [--stage {stage}] --json. Create the address book entity plus the relationship record, then index the contact in context/people.md.
log No script. Ask which contact when several match. Suggest /crm add when none match. Add a dated interaction entry at the TOP of the Interaction Log, then bump last_touch.
find Grep over crm/contacts/. No writes. Search name, company, title, region, type, and interaction history.
update On the CEO workspace only, and only for a deal-bearing external type: python scripts/odin-principles.py --type {relationship_type} [--stage {stage}] --json. Change one profile field, then recalculate cadence when type changed.

Read the full file on GitHub · 116 lines

Files

What ships with it

7 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. 5d ago Changed eb791d01f711
  2. 9d ago First seen · 116 lines · 15 tokens per session scan A da57b34df85b

Subscribe to this mod's changes

crm is a skill published in the GitHub repository mishahanin/heading-os (11 stars, last pushed today), licensed Apache-2.0. It adds 15 tokens to every session and 1,564 once invoked, about $0.0001 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.