MCP CheckClaude skills for CRM
The 50 strongest of 154 CRM skills on GitHub. Skills built for CRM come first; no repository gets more than 3 spots. Each links to its folder; copy it into ~/.claude/skills/ to use it.
personal crm
How to work in a Personal CRM project (the `entity-vault` starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline. Read when the project has…
inkeep/open-knowledge★ 4.7kGPL-3.0Folder:
entity-vaultweekly crm report
Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.
FrancyJGLisboa/agent-skills-platform★ 2.4kMITFolder:
weekly-crm-reportcrm sync
Sync contacts and deals with a connected CRM, deduped, approval-gated. \"sync deals to Salesforce\"
indranilbanerjee/digital-marketing-pro★ 914MITFolder:
crm-synccrm data cleanup
Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries,…
OneWave-AI/claude-skills★ 398MITFolder:
crm-data-cleanupgmail to crm pipeline
Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM. Turns your inbox into an automated pipeline.
OneWave-AI/claude-skills★ 398MITFolder:
gmail-to-crm-pipelinecross crm opportunity sync
Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.
zapier/gtm-cheat-codes★ 351MITFolder:
cross-crm-opportunity-syncagile crm
Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.
membranedev/application-skills★ 270No licence statedFolder:
agile-crmcrm data enrichment
Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality. Use when the user requests crm data enrichment or provides relevant inputs for this workflow.
seb1n/awesome-ai-agent-skills★ 233MITFolder:
crm-data-enrichmentcrm
Operate HubSpot CRM from a terminal or agent: list and search contact records, view deal pipeline stages, and — with explicit confirmation — move deals between stages, backed by a bundled crm-cli script that is read-only by default and gates every stage…
magnus919/agent-skills★ 156MITFolder:
crmcrm hygiene check
Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data",…
Bevel-Software/Hexis★ 122Apache-2.0Folder:
crm-hygiene-checkcrm production investigation guidelines
Guidelines for investigating production incidents in the CRM application. Use when triaging any alert or incident involving the CRM REST API, SQS queues, Lambda functions, or Aurora DSQL database in this AWS account. Ensures thorough root cause analysis…
aws/tools-for-devops-agent★ 119Apache-2.0Folder:
crm-production-investigation-guidelinescrm icp analysis
Analyze CRM data (HubSpot, Pipedrive or Upsales) to build a data-driven Ideal Customer Profile from closed-won deals, contacts, and companies
cognyai/claude-code-marketing-skills★ 111No licence statedFolder:
crm-icp-analysiscrm sales momentum
Analyze CRM pipeline momentum (HubSpot, Pipedrive or Upsales) — deal velocity, stage conversions, win/loss patterns, and stall detection
cognyai/claude-code-marketing-skills★ 111No licence statedFolder:
crm-sales-momentumcrm prospect mining
Mine high-value prospects from CRM pipeline stages (Lost, No Show, Churned, Stalled) by cross-referencing records with LinkedIn company data and comms history. Connects to any CRM, pulls records from target stages, filters out personal email domains, finds…
naveedharri/benai-skills★ 76MITFolder:
crm-prospect-miningdeepline crm cleaning
Use for CRM audits, duplicate detection, missing or stale fields, job changes, domain checks, acquisitions, parent-child relationships, repair plans, prevention, monitoring, and evaluation. Supports HubSpot, Salesforce, Attio, and mapped exports. Start…
getaero-io/gtm-eng-skills★ 72MITFolder:
deepline-crm-cleaningcrm hygiene scanner
Use when auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads',…
Othmane-Khadri/gtm-engineer-playbook★ 59MITFolder:
crm-hygiene-scannerai crm cleanup
CRM 清理助手适合运营、产品、销售、software在用户提出“CRM 数据还能用吗”这类问题，需要快速拆解目标、判断重点并形成可执行结果时使用，帮助基于输入材料生成销售策略、沟通素材、跟进计划。
allinherog-star/ai-skills★ 53No licence statedFolder:
ai-crm-cleanupacct crm update
Prepares the CRM update from your call notes, with a before and after table per field, the source of each value, fields with no source left empty and a copy block or writes you approve one by one. Use for "run acct-crm-update", "CRM update", "update the…
polar-bear-org/claude-skills★ 37Licence: see repoFolder:
acct-crm-updatecrm maintenance
Держит CRM в актуальном состоянии без того, чтобы собственник её открывал: создаёт и обновляет контакты и сделки из контекста переписки и календаря, заносит примечания и звонки, помечает зависшие записи. Скилл «хватит вбивать данные руками». Используй,…
ilyautov/small-business-ru★ 29Apache-2.0Folder:
crm-maintenancecrm cleanup
Сканирует CRM на зависшие сделки, дубли контактов и незаполненные поля, затем чинит то, что собственник одобрил. Принимает необязательный аргумент области: сделки, контакты или всё. Командная форма: вызывается по имени.
ilyautov/small-business-ru★ 29Apache-2.0Folder:
crm-cleanup\"biz crm strategy\"
\"Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack, loyalty-program design, B2B key-account management (KAM), and CRM…
charlieviettq/awesome-agent-skill★ 26MITFolder:
biz-crm-strategyAttio Automation
Automate Attio CRM operations -- search records, query contacts and companies with advanced filters, manage notes, list attributes, and navigate your relationship data -- using natural language through the Composio MCP integration.
ComposioHQ/awesome-claude-skills★ 78kNo licence statedFolder:
attio-automationrevops
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'outbound pipeline stages,' 'lead routing,' 'MQL,' 'SQL,'…
coreyhaines31/marketingskills★ 57kMITFolder:
revopssalesforce developer
Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce platform. Use when developing Salesforce applications, customizing CRM workflows,…
Jeffallan/claude-skills★ 12kMITFolder:
salesforce-developeripollo onto
Use when the user explicitly chooses iPollo Onto or starts an Onto workbench task. Build and maintain business systems directly in its connected tables, relationships and documents, saving useful results progressively. A generic CRM, search or writing…
Devin-AXIS/iPolloWork★ 7.3kLicence: see repoFolder:
ipollo-ontogohighlevel
Operate connected GoHighLevel CRM accounts through the NotFair MCP. Use for GoHighLevel, HighLevel, GHL contacts, conversations, opportunities, calendars, pipelines, tags, tasks, forms, invoices, products, or approved CRM changes.
nowork-studio/notfair-plugin★ 4.1kMITFolder:
gohighlevelclose automation
Automate Close CRM tasks via Rube MCP (Composio): create leads, manage calls/SMS, handle tasks, and track notes. Always search tools first for current schemas.
davepoon/buildwithclaude★ 3.7kMITFolder:
close-automationhubspot automation
Automate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.
davepoon/buildwithclaude★ 3.7kMITFolder:
hubspot-automationpipedrive automation
Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas.
davepoon/buildwithclaude★ 3.7kMITFolder:
pipedrive-automationaudience segment builder
Use when the user asks to "build audience segments from my customer list", "make value-based / lookalike seed lists", "set up exclusion / suppression segments", or "map audiences to funnel stages across platforms"; turns the user''s OWN customer/CRM/GA4…
aaron-he-zhu/aaron-marketing-skills★ 3kApache-2.0Folder:
audience-segment-builderlist segment builder
Use when the user asks to "build email segments from my list", "make engaged / lapsed / RFM segments", "set up cart-abandoner or lifecycle-stage audiences", or "build a suppression list of unsubscribes and bounces"; turns the user''s OWN…
aaron-he-zhu/aaron-marketing-skills★ 3kApache-2.0Folder:
list-segment-builderdeal pipeline
Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements. Use when asked to "design our pipeline", "audit our CRM stages", "define what qualified means", or "build a sales process".
jeremylongshore/tons-of-skills-marketplace★ 2.9kMITFolder:
deal-pipelineecho segment
User segmentation and persona creation from mixed data sources — analytics, CRM, support tickets, reviews, or any combination. Use when asked to "build personas", "who are our users", "segment our users", "create user profiles", "define user archetypes",…
jeremylongshore/tons-of-skills-marketplace★ 2.9kMITFolder:
echo-segmentrevenue operations
Runs the mechanics of the revenue engine — lead lifecycle definitions, routing, CRM hygiene, forecasting process, pipeline reporting, and the marketing-to-sales handoff. Use this to fix a broken handoff, define lifecycle stages, improve forecast accuracy,…
cbrock84/headcount★ 2.5kMITFolder:
revenue-operationsattio
Read and write Attio: list objects, query records, upsert records, add notes and tasks. Trigger phrases: attio, crm.
Anil-matcha/awesome-muse-connectors★ 1.4kMITFolder:
attiohubspot
Read and manage the HubSpot CRM: contacts, contact search, deals. Trigger phrases: hubspot, CRM, contacts, deals, pipeline.
Anil-matcha/awesome-muse-connectors★ 1.4kMITFolder:
hubspotanalyze performance revenue join
Step of the analyze-performance playbook: joins cleaned store or CRM numbers with ad spend to build the business-truth table, MER, new-customer cost and the overclaim ratio. Run analyze-performance instead; not for direct use.
gooseworks-ai/goose-skills★ 1.3kMITFolder:
analyze-performance-revenue-joinfedramp
Expert guidance for FedRAMP certification and compliance under CR26 (FedRAMP Consolidated Rules for 2026). Use this skill whenever a user asks about FedRAMP authorization, ATO (Authority to Operate), cloud security for federal government, NIST SP 800-53…
Sushegaad/Claude-Skills-Governance-Risk-and-Compliance★ 1kMITFolder:
fedrampdata import
Import CSV or Sheets data into a CRM or ESP with mapping and dedup, approval-gated. \"dry-run this import first\"
indranilbanerjee/digital-marketing-pro★ 914MITFolder:
data-importfocus group
Run a simulated focus group of CRM-grounded personas reacting to messaging or pricing. \"run a focus group on this message\"
indranilbanerjee/digital-marketing-pro★ 914MITFolder:
focus-group13 data analysis global
Use when raw data exists — Meta, Google, TikTok, GA4, Shopify, a CRM export, or a spreadsheet — and has to become insight and decisions: descriptive, diagnostic, predictive, and prescriptive layers, cuts by channel, campaign, creative, audience, and time,…
minhnv0807/ai-business-skills★ 638MITFolder:
13-data-analysis-global33 b2b lead gen global
Use when the user needs B2B pipeline work — ICP and account lists, prospecting, cold email and LinkedIn outbound sequences, lead scoring, MQL to SQL handoff, sales decks, objection handling, demo scripts, CRM pipeline hygiene, and RevOps reporting. Trigger…
minhnv0807/ai-business-skills★ 638MITFolder:
33-b2b-lead-gen-global13 phan tich du lieu
Dung khi co data tho tu Meta, TikTok, GA4, CRM hay Google Sheet va can bien thanh insight ra quyet dinh duoc — kem decision log ghi quyet dinh, can cu, tac dong ky vong va ngay review lai. Kich hoat khi user nhac 'phan tich du lieu', 'doc so lieu nay',…
minhnv0807/ai-business-skills★ 638MITFolder:
13-phan-tich-du-lieuintegrations
Use BEFORE recommending or installing any third-party SaaS SDK for email (Resend, SendGrid, Postmark, Mailgun), SMS (Twilio), messaging (Slack), calendar (Google Calendar), CRM (HubSpot, Salesforce), docs (Notion), or project management (Linear, GitHub).…
butterbase-ai/butterbase-skills★ 535MITFolder:
integrationsclient health dashboard
Generates a comprehensive client health overview across all accounts. Reads CRM data, support tickets, usage metrics, billing, and engagement logs. Calculates health scores, trend direction, and RAG status per client. Outputs a sorted risk report with…
OneWave-AI/claude-skills★ 398MITFolder:
client-health-dashboardconnect tool
Use when the user names a specific tool to connect to the agent (an ERP, accounting or desktop program, CRM, WhatsApp, a spreadsheet, a database): research its real docs, choose the safest route, build `01-TOOLS/<TOOL>/` with a test that proves it, and…
ericrisco/rsc-harness★ 388MITFolder:
connect-toollead gen
Use when building and qualifying a prospect list before anyone reaches out — a falsifiable ICP, named accounts/contacts from Apollo/ZoomInfo/Clay, deduped against the CRM, tiered by fit+intent+engagement. NOT writing or sending the outreach (that is…
ericrisco/rsc-harness★ 388MITFolder:
lead-genaudience personas
Build evidence-led social audience personas from customer interviews, comments, reviews, or CRM notes.
Ootto-AI/claude-content-skills★ 321MITFolder:
audience-personasaccount research
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at…
w95/awesome-claude-corporate-skills★ 288MITFolder:
account-researchcall prep
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with…
w95/awesome-claude-corporate-skills★ 288MITFolder:
call-prep
Claude skills for CRM: what people ask
Is there a Claude skill for CRM?
There are 154 of them, spread over 62 repositories on GitHub. Named for it and most starred: personal crm (inkeep/open-knowledge, ★ 4.7k), weekly crm report (FrancyJGLisboa/agent-skills-platform, ★ 2.4k) and crm sync (indranilbanerjee/digital-marketing-pro, ★ 914). Stars rate the repository a skill sits in, not the skill.
How do I install a Claude skill for CRM?
For CRM, take the entity-vault folder from inkeep/open-knowledge (the folder that holds SKILL.md) into ~/.claude/skills/ to use it in every Claude Code project, or into .claude/skills/ for one project. In the Claude apps, zip that folder and upload it as a custom skill in settings.
What should I check before installing a CRM skill?
A CRM skill is instructions Claude follows, and it can bundle scripts Claude runs, so read SKILL.md and every script first: for personal crm, that is everything in the entity-vault folder. Red flags: piping a download into a shell, sending files to a URL, and instructions to hide what it does from you.
Are these CRM skills maintained?
117 of the 154 CRM skills sit in repositories that changed in the 30 days before 31 Oct 2026.
Are these CRM skills official?
No. None of the 154 CRM skills comes from Anthropic's own skills repository, so all of them are community-made across 62 repositories.
Can I use these CRM skills at work?
Of the 50 CRM skills listed here, 42 sit in repositories under an open licence such as MIT or Apache 2.0, and 5, such as agile crm and crm icp analysis, state no licence at all, which legally means you may not reuse them. Check the licence file before you copy one into company work.
More topics: every “Claude skills for…” page.