crm-autopilot

anthropics/knowledge-work-pluginsOfficial collectionBusiness & productivity

crm-autopilot is a skill in anthropics/knowledge-work-plugins, last changed 15 Sept 2026. It can reach the network and pre-approve tools — read the findings before installing.

From the author
Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.

At a glance

What it can touch

How much a skill can do, not whether it is risky.

Pattern check

1 item to review

Broad tools pre-approved in allowed-tools

R34 · High · SKILL.md:16

Commit 2574e29 · 1 Nov 2026

How the check works

Pattern check:1 item to reviewSee it

Install

Each tab says whether it installs commit 2574e29, the one we checked, or the latest version.

Read this before installing: Broad tools pre-approved in allowed-tools — SKILL.md:16

Read SKILL.md first
Apache 2.0
Licence
34.4k
Repo stars
Publisher

What it can touch

From the files and frontmatter at commit 2574e29. This is how much a skill can do, not whether it is risky.

  • Reaches the network

    It sends or fetches data over the internet, for example with curl, an HTTP library or a package install.

  • Pre-approves tools

    Its allowed-tools field lists tools the agent may use without asking you first, in agents that honour it.

    SKILL.md:16 (opens in a new tab)

Pattern check

Pattern check: 1 item to review · commit 2574e29 · 1 Nov 2026

We checked every text file in this skill, at commit 2574e29 on 1 Nov 2026, against 45 published patterns such as download-and-run commands, hidden text and credential access. We don't run the skill, we don't read the web pages it points to, and we can't judge everything its instructions might lead an agent to do. In published tests, pattern checks like this one missed most malicious skills. Read the skill before you install it — especially anything it asks you to download or run.

How the check worksReport an incorrect finding

Format check

Each agent reads SKILL.md a little differently. We check the file against each one's published rules; we don't run the skill in any agent.

  • Agent Skills specPasses with warnings

    The open format from agentskills.io, held to what the strictest agents enforce, so one folder loads everywhere.

    • Warning

      Paths that may not work once the skill is installed: line 78: ../../shared/voice-profile.md (outside the skill folder). B6

      Fix: Use forward-slash paths relative to SKILL.md, and copy shared files into the skill.

    • Note

      There is no license field, so readers can't tell whether they may reuse the skill. O2

      Fix: Add license: with an SPDX name such as MIT or Apache-2.0, or the name of a bundled licence file.

    • Note

      Reference files that SKILL.md doesn't link: reference/examples/cleanup-deal.md, reference/examples/log-call-happy-path.md and reference/examples/log-email-happy-path.md. Anthropic suggests linking every reference file directly from SKILL.md. B4

      Fix: Link each one from SKILL.md and say when to read it.

    • Note

      Reference files over 100 lines with no table of contents at the top: reference/gotchas.md (111 lines), reference/lightweight_crm.md (126 lines), reference/salesforce-fields.md (123 lines) and reference/standing_mode.md (145 lines). B5

      Fix: Add a short list of the sections at the top of each.

  • Claude CodePasses with warnings

    Claude Code reads its own extra fields, ignores unknown ones, and still loads a skill whose frontmatter is broken, without its fields.

    • Warning

      Paths that may not work once the skill is installed: line 78: ../../shared/voice-profile.md (outside the skill folder). B6

      Fix: Use forward-slash paths relative to SKILL.md, and copy shared files into the skill.

    • Note

      Reference files that SKILL.md doesn't link: reference/examples/cleanup-deal.md, reference/examples/log-call-happy-path.md and reference/examples/log-email-happy-path.md. Anthropic suggests linking every reference file directly from SKILL.md. B4

      Fix: Link each one from SKILL.md and say when to read it.

    • Note

      Reference files over 100 lines with no table of contents at the top: reference/gotchas.md (111 lines), reference/lightweight_crm.md (126 lines), reference/salesforce-fields.md (123 lines) and reference/standing_mode.md (145 lines). B5

      Fix: Add a short list of the sections at the top of each.

  • Claude apps & API uploadPasses with warnings

    Uploading to claude.ai or the Claude API, or packaging with Anthropic's script, accepts only the six spec fields and stops on anything else.

    • Warning

      Paths that may not work once the skill is installed: line 78: ../../shared/voice-profile.md (outside the skill folder). B6

      Fix: Use forward-slash paths relative to SKILL.md, and copy shared files into the skill.

    • Note

      The description is 850 characters. The claude.ai Help Center says 200 at most, though Anthropic's API docs and validator allow 1,024. D4

      Fix: If the claude.ai upload refuses it, trim the description to 200 characters.

    • Note

      Reference files that SKILL.md doesn't link: reference/examples/cleanup-deal.md, reference/examples/log-call-happy-path.md and reference/examples/log-email-happy-path.md. Anthropic suggests linking every reference file directly from SKILL.md. B4

      Fix: Link each one from SKILL.md and say when to read it.

    • Note

      Reference files over 100 lines with no table of contents at the top: reference/gotchas.md (111 lines), reference/lightweight_crm.md (126 lines), reference/salesforce-fields.md (123 lines) and reference/standing_mode.md (145 lines). B5

      Fix: Add a short list of the sections at the top of each.

  • OpenAI (Codex & API)Passes with warnings

    Codex finds SKILL.md by its exact name and needs a description; OpenAI's Skills API checks the frontmatter against the spec and caps uploads.

    • Warning

      Paths that may not work once the skill is installed: line 78: ../../shared/voice-profile.md (outside the skill folder). B6

      Fix: Use forward-slash paths relative to SKILL.md, and copy shared files into the skill.

  • VS Code & CopilotPasses with warnings

    VS Code reads skills one folder below .github/skills, .claude/skills or .agents/skills and falls back to the folder name when the name is missing or differs; GitHub's Copilot docs require the exact name SKILL.md.

    • Warning

      Paths that may not work once the skill is installed: line 78: ../../shared/voice-profile.md (outside the skill folder). B6

      Fix: Use forward-slash paths relative to SKILL.md, and copy shared files into the skill.

SKILL.md

Files

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