← ClaudeAtlas

import-prospectslisted

Use when the user asks to "import prospects", "upload a list", or has tabular contact data (CSV / Excel / SQLite / text) to load. Two modes: save as tenant-only assets (link later via /match-prospects) or link straight to a project.
aitit-inc/lead-ace · ★ 1 · Data & Documents · score 65
Install: claude install-skill aitit-inc/lead-ace
# Import Prospects - Bring Your Own List A skill that imports existing prospect / contact lists (CSV, Excel, SQLite, plain text, etc.) into LeadAce. The MCP server only accepts a **canonical CSV** (specific columns), so the LLM here is responsible for reading the user's arbitrary file, mapping it to the canonical schema, writing the canonical CSV, and uploading it. ## Two import modes - **Tenant assets only** (default for "name card lists" / "old CRM exports" / lists not tied to a single campaign): no `projectId` is sent to the upload tool. Prospects + organizations are saved at the tenant level. Use `/match-prospects <project>` afterwards to link the right ones into a specific project. - **Linked to a project**: a `projectId` is sent; every row also carries a `matchReason` and is linked to that project via `project_prospects`. Use this when the list was assembled specifically for one campaign. ## Inputs - `$0` — path to the source file (required). Any tabular format works (CSV, TSV, XLSX, XLS, ODS, SQLite, plain text with consistent delimiters). - `$1` — project name (optional). If supplied, default to project-linked mode (still confirm with the user in step 1). Must already exist; create one with `/setup` first. - `$2` — dedup policy: `skip` (default) or `overwrite`. With `skip` existing rows are left alone; with `overwrite` matched rows have their fields refreshed (and, in project mode, re-linked to the project). ## Canonical CSV schema | Column | Required | Notes |