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AutomationJavaScript

Customer Report

by getnao

Customer Report is an Automation skill for Claude Code, published by getnao in sylph.

195 stars57 forkson getnao/sylphAdded 2026/09/05Repository updated 2026/05/21
ai-agentsautomationclaude-codecodexcompany-braincompany-oscontext-engineeringcursormcpycombinator
Install in seconds
Install Customer Report
Copy Customer Report into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.
terminal
npx degit https://github.com/getnao/sylph/tree/main/.claude/skills/customer-report ~/.claude/skills/customer-report

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/getnao/sylph.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file
.claude/skills/customer-report/SKILL.md in getnao/sylph
Installs to
~/.claude/skills/customer-report
Collection
One of 25 skills cataloged from this repository
Category
Automation1956 skills

What Customer Report does

Customer Report builds a single-client 360 report from CRM, email, chat, meeting notes, and docs. Use it for pre-meeting briefs, account health checks, and renewal or upsell prep.

Customer Report is cataloged under Automation on DirSkills. Customer Report comes from a repository tagged ai-agents, automation, claude-code, codex and company-brain.

Documentation

README

Customer Report (360)

Build a comprehensive report on a single client by pulling structured data from Twenty CRM and conversational context from Gmail, Slack, Notion, Granola, and LinkedIn.

MCP connectors

Connector Purpose
CRM Pull customer data and deal history
Notion Read project notes and meeting logs
LinkedIn (TalkToHumans) Search contacts, pull DM history and connection status

When to use

  • "Everything we know about [client]"
  • Pre-meeting brief
  • Account health check
  • Renewal or upsell prep

Data sources

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Customer Report

  • What else does getnao publish alongside Customer Report?

    Customer Report is one of 25 skills that DirSkills catalogs from getnao/sylph, the repository it ships in. Its siblings there include Blog Article Writer, Brand Designer and Brand Guidelines. Each one is a separate skill with its own page in this directory, installs the same way Customer Report does, and is maintained by getnao in that same repository. The rest of the collection is listed on the getnao/sylph page.

  • How does Customer Report compare to other Automation skills?

    Customer Report ranks #1803 by stars among the 1956 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Customer Report against them. Open each page to compare what they document and how they install.

More from getnao/sylph

Customer Report is one of 25 skills cataloged on DirSkills from getnao/sylph.

See all 25 skills