← ClaudeAtlas

create-crm-workflowlisted

Implement a deterministic cross-module CRM process with policy, trace, audit and optional human approval. Use for stage transitions, follow-ups, onboarding, renewals and approval rules. Do not use for a stated business objective ("we need to manage renewals") — that is solve-business-goal, which discovers what exists first and may call this skill itself; nor for a single custom object (create-crm-module), a named milestone (the build-* skills) or a failing run (debug-crm-run).
khaoss85/agent-crm · ★ 2 · AI & Automation · score 71
Install: claude install-skill khaoss85/agent-crm
## Orient yourself first ```bash npm run crm -- app inspect --json ``` Read `valid`, then `problems[]`, then `limitations[]`, in that order. Every problem is fixed or reported before anything is built on top of it, and **every limitation is a hard boundary on what you may claim.** Then read `packages[]`, `capabilities[]`, `resources[]`, `actions[]`, `policies[]` and `providers[]`: that list is what exists. A capability absent from the report does not exist, whatever a record name, a label or a document suggests. If the repository documents this skill names are absent, you are in a project built from this framework rather than in the framework itself. The inspection report is then the source of truth and those documents are optional background — do not guess at their contents, and do not assume a path exists because this skill names it. `actions[]` tells you which lifecycle steps already exist and their declared `fromStates`, which is usually the answer to step 0 below. 0. First decide which tool fits. A lifecycle step on **one record** (qualify, close, approve) is a **record action** — see the create-crm-module skill, and `docs/ACTIONS.md` as background where the project carries it; the action runtime already gives you one atomic transaction, events released only after commit, and a trace. Use a workflow for a multi-record or multi-step process, or when a human approval gate is involved. 0b. **Do not write a task table.** If the step you are adding means "