Data
servicegraph
The branded entry point to ServiceGraph — use whenever the user explicitly names ServiceGraph: "use ServiceGraph to…", "what datasets does ServiceGraph have", "search ServiceGraph …
Web
steedos-builtin-objects
Steedos platform built-in objects reference (~93 objects). TRIGGER: lookup/master_detail field referencing built-in object; built-in object names, fields, relationships; core entit…
Business
quotes-and-quote-templates
Configure standard Salesforce Quotes, customize quote templates for PDF generation, email quotes to customers, sync quotes to opportunity products, or set up discount approval work…
Business
key-relationship-health
Monitors the health of the executive's most important relationships — key customers, partners, advisors, and senior hires — based on email engagement patterns, sentiment, and open …
Business
client-offer-history
Reconstructs complete offer history for a specific client from email—every offer made, pricing, property, outcomes, and feedback received. Use to brief clients on past activity or …
Web
hubspot-agency-multi-portal
Manage 10-100 HubSpot portals for agency clients with credential isolation, per-portal audit trails for billing and compliance, and bulk onboarding workflows. Use for onboarding ne…
Business
sales-bizdev-agent
AI sales and business development agent that manages lead pipelines, prepares outreach messages, tracks deals, updates CRM data, and produces weekly pipeline reports. Use when aske…
General
Nox Influencer - Creator Discovery & Influencer Marketing
Run NoxInfluencer workflows from chat: discover and evaluate creators across YouTube, TikTok, and Instagram, retrieve contacts, manage campaigns, collections, CRM, email/message ou…
Web
products-and-pricebooks
Configures Salesforce product catalog and pricing: creates Product2 records, sets up Standard and custom Pricebooks, manages PricebookEntry records, enables multi-currency pricing,…
Automation
people
Sync Apple Contacts to Notion 'People' database. Track last_contacted, relationship_strength, recent_topics, next_nudge_due. Foundation for relationship intelligence including birt…
Automation
hubspot-lifecycle-and-lists
Audit and manage HubSpot lifecycle stages and list segmentation while preserving CRM data integrity. Handles stage progression guards, list criteria drift, orphan detection, lead-s…
Business
consumer-goods-cloud-setup
Configure Consumer Goods Cloud for visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition. Not f…
Data
voyage-context-enricher
Enriches customer-touch events from scribes (Granola, Slack, HubSpot) with voyage context at event time: voyage_id, vessel, route, phase, deal state, and speaker role. Emits enrich…
Web
hubspot-advanced-troubleshooting
Debug complex HubSpot API issues with systematic isolation and evidence collection. Use when standard troubleshooting fails, investigating intermittent CRM errors, or preparing evi…
Business
sales-and-revenue-operations
Sales and revenue operations covering team building, compensation design, ICP definition, buyer personas, pipeline management, and RevOps strategy. Activates on sales strategy, lea…
Web
hubspot-api
Access HubSpot CRM API for deals, contacts, companies, and engagements. Covers PAT auth, deal pipeline queries, contact search, and Supabase ingest. Query CRM data, check deal stat…
Web
hubspot-architecture-variants
Choose and implement HubSpot integration architecture for different scales. Use when designing new integrations, selecting embedded/service/gateway patterns, or planning architectu…
Automation
einstein-activity-capture-setup
Configures Einstein Activity Capture for an org: enabling the feature, creating profiles, setting OAuth type, defining sync scope, excluding domains, privacy settings, user assignm…
Automation
path-and-guidance
Configures or troubleshoots the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Handles stage guidance, key fields, closed-won celebrations, visibility iss…
Business
object-creation-and-design
Creates Salesforce custom objects including API naming, optional features, org-wide defaults, and tab setup. Use for initial object creation; separate skills handle fields, sharing…
Business
draft-outreach
Researches a prospect and drafts personalized outreach messages. Performs web research by default and can incorporate enrichment data and CRM integration. Trigger with "draft outre…
Business
duplicate-management
Design, review, or troubleshoot Salesforce duplicate prevention, matching rules, duplicate rules, and merge governance. Triggered by duplicate rule, matching rule, dedupe, or survi…
Automation
instantly-webhooks-events
Implement Instantly.ai webhook event handling with real API v2 event types. Use when setting up webhook endpoints, processing email events, or building CRM sync pipelines from noti…
AI / ML
einstein-copilot-for-sales
Covers sales-specific AI features in Sales Cloud including Opportunity Scoring, Activity Capture configuration, AI email generation, Pipeline Inspection insights, and Relationship …
Automation
outreach-pipeline-designer
Design safe, human-reviewed prospecting, lead qualification, enrichment, scoring, outreach drafting, and follow-up workflows while protecting credentials, private data, and prospec…
Automation
salesforce-surveys
Design, configure, distribute, and troubleshoot Salesforce Surveys and Feedback Management. Handles survey creation, NPS scoring, invitations, responses, and customer feedback work…
Engineering
salesloft-reference-architecture
Production architecture for SalesLoft API integrations with service layer, webhook processing, and CRM sync patterns. Use when designing new integrations or reviewing project struc…
Web
hubspot-data-handling
Handle HubSpot GDPR compliance, data export, and contact privacy operations. Use for GDPR/CCPA data subject requests, data export, contact deletion, or privacy-compliant integratio…
Automation
crm-social-bridge
Transforms CRM prospect lists into ranked social outreach queues by scoring social fit, selecting target platforms, and producing prioritized worklists with draft engagement angles…
Automation
normalize-international-phone-numbers-into-e164-before-crm-impor
Uses libphonenumber-js to clean messy phone-number input, validate against country rules, and return a stable E.164 value before storing contacts or triggering downstream messaging…
Web
hubspot-architect
Build HubSpot CRM integrations, data pipelines, and sync workflows. Set up HubSpot, create custom properties, build deal pipelines, or sync data between HubSpot and other systems.
Data
high-volume-sales-data-architecture
Design or review Salesforce orgs handling large Opportunity and Account volumes. Includes archival strategy, report performance, data skew prevention, SOQL tuning, and indexing.
Automation
hubspot-deal-pipeline-automation
Automate and audit HubSpot deal pipeline operations without affecting live data. Covers stage automation, stale-deal handling, forecast reconciliation, and duplicate detection.
Automation
outreach-sequence
Design multi-touch outreach sequences with structured follow-up cadence, voice-model compliance, and CRM tracking for prospecting, re-engagement, and cold outreach campaigns.
Automation
mass-transfer-ownership
Reassign record ownership across many records for territory changes, employee departures, or integration cleanup. Triggered by mass transfer requests or OwnerId migrations.
Productivity
clientes-weekly
Automatically generate pre-meeting prep and post-meeting summaries for all Binetz clients with weekly check-ins, detecting whether the meeting is upcoming or completed.
Web
attio-hello-world
Make your first Attio API calls: list objects, create a person, query companies, and read attributes. Use when starting a new Attio integration or learning the API.
Data
hubspot-bulk-migration
Migrate large CRM datasets into or out of HubSpot with field mapping, ID preservation, association handling, deduplication, and rollback support for 100K+ records.
Data
import-prospects
Import prospect lists from CSV, Excel, SQLite, or text. Save as tenant-only assets or link directly to a project when the user requests upload or import prospects.
Business
proposal-follow-up-tracker
Track outstanding proposals, their status, duration, feedback received, and pipeline visibility. Use for full proposal pipeline oversight and targeted follow-ups.
Automation
folgekorrespondenz-vorbereiten
Prepares skeleton CRM entries and case files with contact details, request keywords, urgency, language, and conflict status for quick follow-up by support staff.
General
hubspot-hello-world
Create a working HubSpot CRM example with contacts, companies, and deals. Use when starting a new integration, testing setup, or learning basic CRM API patterns.
Engineering
lookup-and-relationship-design
Designs Salesforce relationship types (Lookup, Master-Detail, Hierarchical, External) while considering cascade behavior, roll-ups, ownership, and sharing rules.
Automation
lead-engine
Intent-based LinkedIn outreach system that captures buying signals, warms prospects, drafts personalized DMs, runs follow-up cadences, and logs activity to CRM.
Automation
Systeme.io
Systeme.io (systeme.io). Use this skill for ANY Systeme.io request — reading, creating, updating, and deleting data. Whenever a task involves Systeme.io, use...
Automation
Zendesk
Zendesk (zendesk.com). Use this skill for ANY Zendesk request — reading, creating, and updating data. Whenever a task involves Zendesk, use this skill instea...
Data
analytics-dataset-management
Create and manage CRM Analytics datasets: configure dataflows, schedule refreshes, select fields, handle date types, and troubleshoot stale or broken datasets.
Automation
picklist-and-value-sets
Guide creation and management of picklist fields, including Global Value Sets, controlling/dependent relationships, value management, and bulk record updates.
Business
insurance-agent-customer-crm
Convert client PDFs, spreadsheets, and documents into a structured customer database for personalized birthday messages, policy invitations, and CRM tasks.
Business
weihnachtskarten
Manages law firm holiday card distribution including recipient lists, formal and personal message templates, mailing labels, and GDPR-compliant scheduling.
Business
daily-briefing
Produces a prioritized sales briefing. Integrates with calendar, CRM, and email when connected, or operates standalone with user-provided meeting details.
Automation
tray-clientes
Tray Clients API for listing, retrieving, creating, updating, and deleting customer data with Brazilian validation for CPF/CNPJ and newsletter management.
Business
ai-sales-intelligence-and-outreach
Use AI to extract intelligence from sales calls, personalize outreach, build enablement tools, and automate CRM workflows for marketers and sales teams.
Automation
einstein-activity-capture-api
Handles queries on Einstein Activity Capture metrics, synced email and event data via Apex, reporting, and the read-only API surface with SOQL limits.
Business
deal-review
Conducts honest CRM pipeline reviews that flag stale deals, missing next steps, and unrealistic dates while generating follow-up tasks and outreach.
Business
match-prospects
Surfaces existing tenant prospects matching current project targeting criteria and links approved matches when reusing prospects or matching leads.
Productivity
twenty-record-presentation
Retrieve and format Twenty CRM records as readable summaries or tables using the connected MCP server to discover fields and present clean output.
Productivity
client-feedback-collector
Collects and organizes client feedback from all engagements to provide a consolidated view of satisfaction, reactions, and improvement signals.
Automation
intercom-core-workflow-a
Manage Intercom contacts: create, search, update, and merge leads into users. Supports contact management, user data syncing, and segmentation.
Web
odontoflow
Use when building features for the OdontoFlow dental clinic CRM. Covers project patterns, conventions, architecture, and implementation rules.
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