---
name: CRM
slug: crm
category: Automation
description: CRM reads and updates contacts, deals, and activities in Twenty CRM through MCP tools. Use it when you need to look up records, inspect pipeline metrics, or make approved CRM changes.
github: "https://github.com/getnao/sylph/tree/main/.claude/skills/crm"
language: JavaScript
stars: 195
forks: 57
install: "npx degit https://github.com/getnao/sylph/tree/main/.claude/skills/crm ~/.claude/skills/crm"
installs_to: ~/.claude/skills/crm
source_path: .claude/skills/crm/SKILL.md
collection_size: 25
category_size: 1956
collection_url: "https://dirskills.com/collections/getnao/sylph"
added: 2026-09-05T05:31:14.423Z
last_synced: 2026-09-05T05:31:14.423Z
canonical_url: "https://dirskills.com/skills/crm"
---

# CRM

CRM reads and updates contacts, deals, and activities in Twenty CRM through MCP tools. Use it when you need to look up records, inspect pipeline metrics, or make approved CRM changes.

**Install:**

```bash
npx degit https://github.com/getnao/sylph/tree/main/.claude/skills/crm ~/.claude/skills/crm
```

## README

# CRM

Reference skill for working with the Twenty CRM. Detailed setup and schema docs live in `admin/crm/README.md`.

## MCP connectors

| Connector | Purpose |
|-----------|---------|
| CRM | Read and update contacts, deals, activities |

## Quick reference

- **CRM**: Twenty (self-hosted)
- **MCP tools**: Use the Twenty MCP server - always start with `get_tool_catalog`
- **Detailed docs**: `admin/crm/README.md`

## Key patterns

1. **Always discover tools first** - call `get_tool_catalog` before any CRM operation
2. **Learn before executing** - call `learn_tools` to get input schemas for unfamiliar tools
3. **Group-by for analytics** - use group_by tools for comparative/aggregate queries
4. **Find for records** - use find tools for retrieving specific records
5. **Multiple metrics** - run multiple group_by calls and merge results

## Common operations

| Task | Approach |
|------|----------|
| Look up a company | `find` by company name |
| Check deal pipeline | `group_by` stage, sum ARR |
| Get contact details | `find` by company or email domain |
| Update a deal stage | `execute_tool` with the update tool |

## Guardrails

- **Never delete CRM records** - archive or flag instead
- **Never bulk-update** without confirmation - show the change list first
- **Always verify ambiguous matches** - if a search returns multiple results, ask
- **Log significant changes** - note CRM updates in the relevant agent's log

## Self-improvement

After the CAO corrects a CRM operation or query:

1. If the correction reveals a CRM schema quirk (e.g. "use display name not slug for deal stages"), add it to the Key patterns section above
2. If a common operation is missing from the Quick reference table, add it
3. Update `admin/crm/_insights.md` with the correction and the right approach
4. If a new tool or query pattern proves reliable, add it to the Common operations table