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54 ways to get crm done with Claude Code, Codex, Cursor or Gemini CLI, ranked on usage. Filter by type below.
Build Salesforce apps and agents using these core building blocks: metadata, Apex, deploy/retrieve, security, reporting, and generated installed-versus-available capability discovery.
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…
Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and…
Read and write Attio: list objects, query records, upsert records, add notes and tasks. Trigger phrases: attio, crm.
Invoke when the user needs to manage CRM operations — creating contacts, importing leads, updating deals, syncing campaign data, segmenting audiences, managing pipelines, or connecting marketing…
Use aai-cli to inspect HubSpot CRM records, files, events, conversations, visitor identification, and custom channels.
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
DRAFT. Use when drafting HubSpot marketing or follow-up emails for GTM events,
Read and write a self-hosted Perfex CRM from an AI agent: 148 permission-filtered tools.
Run your HubSpot sales workflow directly from Claude. Adds skills that cover the full sales day: import contacts and deals into HubSpot, get a prioritised morning brief, prep for any call with full…
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about…
SCC (scc-universal on npm) is a Claude Code plugin that supercharges your Salesforce development workflow with 17 expert subagents, 55 domain knowledge skills, and 29 automated quality gates. Built…
Cursor rules for Salesforce development with Apex integration.
Use when developing Dolibarr ERP/CRM code, working with database queries, or asking about Dolibarr best practices.
Use when developing a Dolibarr ERP/CRM external module, working with database queries, or asking about Dolibarr best practices.
Guia para montar um cliente novo no DeskcommCRM por nicho — clínica, imobiliária, serviços/agência, curso/infoproduto, loja, escritório de advocacia — criando os agentes de IA, roteadores,…
Guia de operação diária do DeskcommCRM para quem já tem o sistema instalado e precisa encontrar telas, entender fluxos, configurar recursos correntes e resolver dúvidas de uso sem mexer no código.…
Guia para revender o DeskcommCRM como SaaS próprio: painel do dono, empresas-clientes, planos e teste grátis, cobrança pela Stripe ou pelo Asaas, régua de atraso, troca de plano, nota fiscal e…
Operate connected GoHighLevel CRM accounts through the NotFair MCP. Use for GoHighLevel, HighLevel, GHL contacts, conversations, opportunities, calendars, pipelines, tags, tasks, forms, invoices,…
Use this skill when the user wants to review, harden, or standardize Nebula Logger usage across a Salesforce team. Covers operational logging standards, environment-aware settings, limit-aware…
Use this skill when the user wants to browse, filter, or investigate Nebula Logger data in the Salesforce UI. Covers the Logger Console app, list views on `Log__c` / `LogEntry__c` / `LogEntryTag__c`…
Use this skill when the user wants to install and configure Nebula Logger in a Salesforce org for the first time. Covers package selection, installation paths, permissions, LoggerSettings__c…
Generate Salesforce Flows using the MCP tool execute_metadata_action. Use when the user asks to create, build, or generate a flow — including Screen, Autolaunched, Record-Triggered…
Generates the JSON config file that the Salesforce sandbox post-copy automation tool consumes, from a customer SOP in any format (PDF, xlsx, csv, JSON, docx, Markdown, plain text, or a screenshot of…
Vibe Prospecting connects Claude to live B2B company and contact data so users can search, match, enrich, filter, and export prospects at scale. It turns natural-language requests into structured…
Open-source CRM your AI agents can write to: companies, people, opportunities, tasks and notes.
Your team's shared, AI-ready knowledge base — people, companies, meetings, SOPs, and decisions structured so an agent can answer on your team's behalf. Team-scope sibling to second-brain. Modes —…
Invoke when the user wants to publish, send, launch, schedule, or execute any marketing action on an external platform. Triggers on requests to publish blog posts, send emails, launch ads, schedule…
Foundational cross-cutting context for Dataverse / Power Platform work — scope and the skill map, the tool-capability reference, the safety rules, and the safe change lifecycle. Use when the user…
openloomi Connectors tools - manage the native 7 messaging integrations and pair with the composio skill for the 1000+ apps OAuth layer (Slack, Discord, X, Gmail, Outlook, Google…
13 commerce plugins covering Shopify, Magento, BigCommerce, WooCommerce, Salesforce, Stripe, and agentic commerce protocols.
Browser extension builder skill for Claude Code and Codex: scaffolds a local, unpacked Chrome extension that reveals verified B2B contact info (email, phone, job title, company) directly on a…
Data cleaning, entity matching, and deduplication skill for Claude Code and Codex: triage, standardize, and validate a CSV, Excel, or JSON list of B2B companies or contacts before enrichment.…
Add company/person/relationship to CRM
Apideck Unified API MCP — 330 tools across 200+ SaaS connectors (accounting, CRM, HRIS, ATS).
Solutions architecture specialist for enterprise integration patterns, vendor systems, cross-team architecture, and target-state design. Use when the task requires mapping a current-state vs…
Build evidence-led social audience personas from customer interviews, comments, reviews, or CRM notes.
AI marketing agent for Google Ads, Meta, GA4, TikTok, LinkedIn, Shopify, HubSpot and more.
Use this skill when building, enriching, auditing, or uploading B2B paid ads audiences to Google Customer Match, Meta/Facebook Custom Audiences, or LinkedIn Matched Audiences. Triggers on phrases…
Diagnose a multi-application outage scoped to one location by correlating ZDX alerts, affected devices, and shared cloud-path hops. Identifies the devices affected at a specific office, compares the…
Airtable is the database and operations layer for your agents — whether running product, marketing, sales, ops, HR, or a custom business app. It combines structured data with multiplayer visual…
Filter an existing audience or lead list against your ICP and split it into ready-to-sequence segments. Use when someone already has a list of people — an audience in their sales tool, a CSV or CRM…
Audit your biggest closed-won deals to find your PROVEN ideal customer profile, then find more accounts like them. Use whenever someone wants to analyze won deals, audit their best customers, see…
Rank outreach campaigns by real revenue impact — which campaigns actually generated deals, pipeline, or meetings — by cross-referencing the user's La Growth Machine campaign data with their CRM deal…
Operates NoxInfluencer creator intelligence and marketing systems through the CLI. Use when work needs NoxInfluencer data, creator analysis, a Nox-native workflow, campaigns, CRM, outreach…
Scaffold a new SeldonFrame block from a natural-language intent. Use when the builder says "build me a block that ...", "scaffold a block that ...", or similar. Produces a real, validated block…
Run the agent-generator regression net. Use after ANY change under packages/crm/src/lib/agents/generate/** (parse-intent, agent-bundle, bind-tools, tool-catalog) to catch generator breakages —…
Connect Claude Code to 325+ business data sources via Windsor.ai. Query marketing, sales, CRM, ecommerce, finance, and analytics data from Google Ads, Meta, HubSpot, Salesforce, Shopify, Stripe, and…
Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital market assumption (CMA)…
Prepare an account team for one specific competitive opportunity - the deal state, who they are actually up against, what the buyer said matters in their own words, the three questions that decide…
Open-source personal CRM for building better bonds
Marketing automation, CRM, and email marketing powered by ActiveCampaign. Manage contacts, campaigns, automations, deals, and get AI-powered marketing insights — all from Claude.
Open-source all-in-one MCP-first customer platform: KB, Conversations, CRM, CMS, Outreach, Analytics
Senior performance-marketing operator with hands-on access to the user's ad accounts via Markifact. Use proactively for anything Google Ads, Meta / Facebook / Instagram Ads, GA4, Shopify, Klaviyo,…