# Send CRM-in-a-Box 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": "crm-in-a-box",
    "name": "CRM-in-a-Box",
    "source": "tencent",
    "type": "skill",
    "category": "开发工具",
    "sourceUrl": "https://clawhub.ai/taylorhou/crm-in-a-box",
    "canonicalUrl": "https://clawhub.ai/taylorhou/crm-in-a-box",
    "targetPlatform": "OpenClaw"
  },
  "install": {
    "downloadUrl": "/downloads/crm-in-a-box",
    "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=crm-in-a-box",
    "sourcePlatform": "tencent",
    "targetPlatform": "OpenClaw",
    "packageFormat": "ZIP package",
    "primaryDoc": "SKILL.md",
    "includedAssets": [
      "README.md",
      "SKILL.md",
      "config.yaml",
      "index.html"
    ],
    "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/crm-in-a-box"
    },
    "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/crm-in-a-box",
    "downloadUrl": "https://openagent3.xyz/downloads/crm-in-a-box",
    "agentUrl": "https://openagent3.xyz/skills/crm-in-a-box/agent",
    "manifestUrl": "https://openagent3.xyz/skills/crm-in-a-box/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/crm-in-a-box/agent.md"
  }
}
```
## Documentation

### 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.
## Trust
- Source: tencent
- Verification: Indexed source record
- Publisher: taylorhou
- Version: 0.1.0
## 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/crm-in-a-box)
- [Send to Agent page](https://openagent3.xyz/skills/crm-in-a-box/agent)
- [JSON manifest](https://openagent3.xyz/skills/crm-in-a-box/agent.json)
- [Markdown brief](https://openagent3.xyz/skills/crm-in-a-box/agent.md)
- [Download page](https://openagent3.xyz/downloads/crm-in-a-box)