# Send zCloak-CRM to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete. ``` ### Upgrade existing ```text I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "clawdbot-crm-skill", "name": "zCloak-CRM", "source": "tencent", "type": "skill", "category": "内容创作", "sourceUrl": "https://clawhub.ai/xz-cn/clawdbot-crm-skill", "canonicalUrl": "https://clawhub.ai/xz-cn/clawdbot-crm-skill", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/clawdbot-crm-skill", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=clawdbot-crm-skill", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "MANIFEST.md", "README.md", "SKILL.md", "assets/templates/company.md", "assets/templates/event.md", "assets/templates/person.md" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T16:55:25.780Z", "expiresAt": "2026-05-07T16:55:25.780Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/clawdbot-crm-skill" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/clawdbot-crm-skill", "downloadUrl": "https://openagent3.xyz/downloads/clawdbot-crm-skill", "agentUrl": "https://openagent3.xyz/skills/clawdbot-crm-skill/agent", "manifestUrl": "https://openagent3.xyz/skills/clawdbot-crm-skill/agent.json", "briefUrl": "https://openagent3.xyz/skills/clawdbot-crm-skill/agent.md" } } ``` ## Documentation ### Personal CRM Skill Manage contacts, relationships, and follow-ups with markdown files. No database needed. ### Setup Initialize contacts inside memory/ for semantic search integration: mkdir -p memory/contacts/{people,companies,events,_templates,scripts} cp skills/crm/assets/templates/*.md memory/contacts/_templates/ cp skills/crm/scripts/*.py memory/contacts/scripts/ clawdbot memory index ### Natural Language Input When user describes a contact naturally, extract and create: User says: "Met Sarah Lee at Web3 summit. She's head of partnerships at Polygon, based in Dubai. Telegram @sarahlee" Extract: name: Sarah Lee company: Polygon role: Head of Partnerships location: Dubai telegram: "@sarahlee" met_at: web3-summit tags: [web3, partnership] Then run: memory/contacts/memory/contacts/scripts/crm-add.py person "Sarah Lee" --company "Polygon" --role "Head of Partnerships" --location "Dubai" --telegram "@sarahlee" --tags "web3,partnership" ### Scripts All scripts use /usr/bin/python3 and require PyYAML. ### Query Contacts memory/contacts/scripts/crm-query.py --list people # List all people memory/contacts/scripts/crm-query.py --tag investor # Filter by tag memory/contacts/scripts/crm-query.py --company "Acme" # Filter by company memory/contacts/scripts/crm-query.py --introduced-by bob # Find introductions memory/contacts/scripts/crm-query.py --location singapore # Filter by location memory/contacts/scripts/crm-query.py --search "supply chain" # Full-text search memory/contacts/scripts/crm-query.py -v # Verbose output ### Add Contact memory/contacts/scripts/crm-add.py person "Name" --company "Co" --role "Title" --tags "a,b" memory/contacts/scripts/crm-add.py company "Company Name" --industry "Tech" memory/contacts/scripts/crm-add.py event "Event Name" --date 2026-03-15 --location "City" ### Update Contact memory/contacts/scripts/crm-update.py alice-chen --interaction "Called about demo" memory/contacts/scripts/crm-update.py alice-chen --set-follow-up 2026-02-15 memory/contacts/scripts/crm-update.py alice-chen --add-tag vip memory/contacts/scripts/crm-update.py alice-chen --touch # Update last_contact to today ### Follow-ups & Reminders memory/contacts/scripts/crm-followups.py --summary # Quick summary memory/contacts/scripts/crm-followups.py --days 7 # Due in 7 days memory/contacts/scripts/crm-followups.py --dormant 90 # Not contacted in 90 days memory/contacts/scripts/crm-remind.py contact --in 3d # Remind in 3 days memory/contacts/scripts/crm-remind.py --list # List reminders memory/contacts/scripts/crm-remind.py --check # Check due reminders ### Import/Export memory/contacts/scripts/crm-import.py contacts.csv # Import CSV memory/contacts/scripts/crm-import.py contacts.vcf # Import vCard memory/contacts/scripts/crm-import.py linkedin.csv --format linkedin # LinkedIn export memory/contacts/scripts/crm-export.py --csv out.csv # Export CSV memory/contacts/scripts/crm-export.py --vcard out.vcf --type people # Export vCard ### Regenerate Index memory/contacts/scripts/crm-index.py # Rebuilds contacts/_index.md ### Contact Schema --- name: Alice Chen type: person # person | company | event tags: [investor, crypto] company: Acme Corp role: Partner email: alice@acme.com phone: +1-555-0123 telegram: "@alice" twitter: "@alice" linkedin: https://linkedin.com/in/alice location: Singapore introduced_by: bob-smith # slug of introducer met_at: token2049-2025 # slug of event first_contact: 2025-09-20 last_contact: 2026-01-27 follow_up: 2026-02-15 status: active # active | dormant | archived --- # Alice Chen ## Context Partner at Acme Corp. Met through Bob at Token2049. ## Interactions - **2026-01-27**: Called about pilot program. - **2025-09-20**: First met at conference. ## Notes - Prefers Signal over email ### Folder Structure memory/ └── contacts/ # Inside memory/ for semantic search ├── people/ # One file per person ├── companies/ # One file per company ├── events/ # One file per event ├── _templates/ # Templates for new contacts ├── _index.md # Auto-generated lookup table ├── .reminders.json # Reminder data └── scripts/ # CLI tools ### Cross-References YAML fields: introduced_by: bob-smith, met_at: event-slug Wiki-links in notes: [[bob-smith]], [[acme-corp]] Semantic search: Memory search finds connections in prose ### Heartbeat Integration Add to HEARTBEAT.md: ### CRM Follow-ups (check 1-2x daily) 1. Run: \`/usr/bin/python3 contacts/memory/contacts/scripts/crm-followups.py --summary\` 2. Run: \`/usr/bin/python3 contacts/memory/contacts/scripts/crm-remind.py --check\` If there are due items, notify the user. ### Tips Use --dry-run on import to preview before creating files Run crm-index.py after bulk changes to update the index Tags are lowercase, comma-separated Slugs are auto-generated from names (lowercase, hyphenated) For natural language input, extract fields and use crm-add.py ## Trust - Source: tencent - Verification: Indexed source record - Publisher: xz-cn - Version: 0.1.1 ## Source health - Status: healthy - Source download looks usable. - Yavira can redirect you to the upstream package for this source. - Health scope: source - Reason: direct_download_ok - Checked at: 2026-04-30T16:55:25.780Z - Expires at: 2026-05-07T16:55:25.780Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/clawdbot-crm-skill) - [Send to Agent page](https://openagent3.xyz/skills/clawdbot-crm-skill/agent) - [JSON manifest](https://openagent3.xyz/skills/clawdbot-crm-skill/agent.json) - [Markdown brief](https://openagent3.xyz/skills/clawdbot-crm-skill/agent.md) - [Download page](https://openagent3.xyz/downloads/clawdbot-crm-skill)