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CRM-in-a-Box

Bootstrap and manage an open, file-based CRM using the CRM-in-a-Box protocol (contacts, pipeline, interactions as NDJSON). Use when setting up a new CRM for...

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Bootstrap and manage an open, file-based CRM using the CRM-in-a-Box protocol (contacts, pipeline, interactions as NDJSON). Use when setting up a new CRM for...

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Install for OpenClaw

Quick setup

Download the package from Yavira.
Extract the archive and review SKILL.md first.
Import or place the package into your OpenClaw setup.

Requirements

Target platform: OpenClaw
Install method: Manual import
Extraction: Extract archive
Prerequisites: OpenClaw
Primary doc: SKILL.md

Package facts

Download mode: Yavira redirect
Package format: ZIP package
Source platform: Tencent SkillHub
What's included: README.md, SKILL.md, config.yaml, index.html

Validation

Use the Yavira download entry.
Review SKILL.md after the package is downloaded.
Confirm the extracted package contains the expected setup assets.

Install with your agent

Agent handoff

Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.

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.

New install

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

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.

Open Send to Agent page Open JSON manifest Open Markdown brief

Trust & source

Release facts

Source: Tencent SkillHub
Verification: Indexed source record
Version: 0.1.0

Provenance

Publisher: taylorhou
Source page: View original listing
Canonical URL: Open canonical page

Documentation

ClawHub primary doc Primary doc: SKILL.md 10 sections Open source page

CRM-in-a-Box Skill

An open, agent-native CRM protocol. One directory = one CRM. No vendor lock-in.

Files

contacts.ndjson — one JSON object per line, each a contact/company record pipeline.ndjson — deal/opportunity tracking with stages interactions.ndjson — append-only log of emails, calls, notes, meetings config.yaml — pipeline stages and labels

Bootstrap a New CRM

Copy the baseline files into a company directory: mkdir -p ./mycompany/crm cp /path/to/crm-in-a-box/{config.yaml,contacts.ndjson,pipeline.ndjson,interactions.ndjson} ./mycompany/crm/ Or start fresh with empty NDJSON files and the default config.

Contact Schema

{ "id": "c001", "name": "Jane Smith", "email": "jane@example.com", "company": "Acme Corp", "phone": "+1-555-0100", "stage": "new", "labels": ["hot-lead"], "notes": "Referred by John.", "created_at": "2026-01-01T00:00:00Z" }

Pipeline Schema

{ "id": "p001", "contact_id": "c001", "stage": "proposal_sent", "deal": "Enterprise License", "value": 12000, "updated_at": "2026-01-15T00:00:00Z" }

Interaction Schema

{ "id": "i001", "contact_id": "c001", "type": "email", "summary": "Sent intro email about Denver market sale.", "at": "2026-01-15T10:00:00Z" }

Pipeline Stages (default)

new → contacted → meeting_scheduled → proposal_sent → negotiating → won / lost

Default Labels

hot-lead, warm-lead, cold-lead, referral, conference, inbound, outbound

Agent Instructions

Log a contact: append a JSON line to contacts.ndjson Update a stage: append an updated entry to pipeline.ndjson (keep old entries — append-only) Log an interaction: append to interactions.ndjson Search contacts: grep -i "name" contacts.ndjson | python3 -m json.tool List pipeline: cat pipeline.ndjson | python3 -c "import sys,json; [print(json.dumps(json.loads(l), indent=2)) for l in sys.stdin]"

Forks / Verticals

Fork config.yaml to customize stages and labels for your vertical: pm-crm — Property management (tenants, owners, vendors) saas-crm — SaaS sales realestate-crm — Buyers, sellers, listings recruiting-crm — Candidates, jobs, placements Part of the biz-in-a-box family of open protocols.

Category context

Code helpers, APIs, CLIs, browser automation, testing, and developer operations.

Source: Tencent SkillHub

Largest current source with strong distribution and engagement signals.

Package contents

Included in package

2 Docs1 Config1 Files

SKILL.md Primary doc
README.md Docs
config.yaml Config
index.html Files