crm-integration-planner

crm-integration-planner is a skill for Claude Code, Codex from sergeionlyart/codex-office-playbook. It costs 38 tokens per session (173 once invoked), scanned A, original, MIT.

A planning workflow for connecting a website, customer-management system, Notion, email, calendars, or spreadsheets before building the integration. It documents where data comes from, where it goes, and how the connection should work.

In plain words
What is it for?
Use it to plan authentication, field mapping, duplicate prevention, logging, and manual recovery for a business-system integration. The plan is saved as a README in an integration-specific folder.
Why use it?
It prevents unclear field mappings, duplicate records, unsafe writes, and missing fallback procedures. It also requires a dry run before real production changes.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: installed under .agents/ (shared by several agents).

Good fit Use it to plan authentication, field mapping, duplicate prevention, logging, and manual recovery for a business-system integration. The plan is saved as a README in an integration-specific folder.

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Install with agentmods
npx agentmods add skills/sergeionlyart/codex-office-playbook/crm-integration-planner
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 sergeionlyart/codex-office-playbook --skill crm-integration-planner
Clone the repo
git clone --depth 1 https://github.com/sergeionlyart/codex-office-playbook

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 crm-integration-planner

README.md
[![agentmods](https://agentmods.dev/badge/skills/sergeionlyart/codex-office-playbook/crm-integration-planner/github.svg)](https://agentmods.dev/skills/sergeionlyart/codex-office-playbook/crm-integration-planner)
Your own site
<a href="https://agentmods.dev/skills/sergeionlyart/codex-office-playbook/crm-integration-planner"><img src="https://agentmods.dev/badge/skills/sergeionlyart/codex-office-playbook/crm-integration-planner/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-integration-planner

Your own site · 80×15
<a href="https://agentmods.dev/skills/sergeionlyart/codex-office-playbook/crm-integration-planner"><img src="https://agentmods.dev/badge/skills/sergeionlyart/codex-office-playbook/crm-integration-planner.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 38 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 173 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 $0.00038 $0.00173
Opus 5 $0.00019 $0.00086
Sonnet 5 $0.00008 $0.00035
Haiku 4.5 $0.00004 $0.00017

Measured 11d ago against content hash 77cd3cbca0d1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

crm-integration-planner 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 11d 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.

.agents/skills/crm-integration-planner/SKILL.md · 30 lines

What it actually says

CRM Integration Planner

Purpose

Design the bridge before building the bridge.

Workflow

  1. Identify all source and target systems.
  2. Decide which system is the source of truth.
  3. Use templates/crm-mapping-template.csv as the first mapping draft.
  4. Describe:
    • auth boundary;
    • field mapping;
    • duplicate prevention;
    • dry-run mode;
    • logging;
    • manual fallback.
  5. Save the plan under integrations/<slug>/README.md.

Rule

No secrets in the repo.
No real production write operations before mapping and dry-run are documented.

Files

What ships with it

1 file 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. 11d ago First seen · 30 lines · 38 tokens per session scan A 77cd3cbca0d1

Subscribe to this mod's changes

crm-integration-planner is a skill published in the GitHub repository sergeionlyart/codex-office-playbook (2 stars, last pushed 4mo ago), licensed MIT. It adds 38 tokens to every session and 173 once invoked, about $0.0002 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 2026-08-31.

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