Description
crm-maintenance is a skill from Anthropic's knowledge-work plugins, listed on skills.sh. It keeps HubSpot up to date without the owner having to open it. It creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags what needs attention. A typical request is to log a call to a named deal. The skill reads the most recent completed calendar event, confirms that the attendees match the deal's contacts, writes the call as an activity on the deal, and reports the change with a link. For a deal cleanup, it audits the deal against recent email and calendar activity and proposes updates, but it never applies them without approval. It suits sales staff who want their records to reflect their conversations without spending time on data entry.…
Highlights
- Creates and updates contacts and deals
- Logs calls and notes from calendar and email
- Confirms attendees match the deal contacts
- Proposes deal updates for approval
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crm-maintenance FAQ
What does crm-maintenance do?
It keeps HubSpot current by creating and updating contacts and deals and logging calls and notes from email and calendar context.
How do I install it?
Run: npx skills add https://github.com/anthropics/knowledge-work-plugins --skill crm-maintenance
How does it log a call?
It reads the most recent completed calendar event, checks the attendees against the deal's contacts, and writes a call activity on the deal.
Does it change deals without asking?
No. Deal updates are proposed and need approval before they are applied.
Has it been checked for security?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Pass and Snyk Warn. A Warn or Fail is worth reading before you install.
What are the best crm-maintenance alternatives?
Popular alternatives to crm-maintenance include account-research, call-list and call-prep. See all crm-maintenance alternatives