anysite-crm-account-brief
Pre-meeting brief for an account that lives in the connected CRM - what the CRM already knows (fields, contacts, history) merged with fresh outside data (funding, exec changes, news, key people's recent LinkedIn activity) into a one-page brief with talking points. Read-only. Use when the user preps for a call/meeting/demo with a CRM account or asks for account research in the context of their pipeline. Requires an active CRM connection - for briefs on arbitrary companies without CRM context, other research skills apply.
Install
With your agent
Install OMGSkills skill "anysiteio/agent-skills:plugins/anysite-gtm/skills/anysite-crm-account-brief" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/anysiteio/agent-skills /tmp/agent-skills && ln -s /tmp/agent-skills/plugins/anysite-gtm/skills/anysite-crm-account-brief ~/.claude/skills/anysite-crm-account-briefFrom README
CRM Account Brief One account, twenty minutes of research, one page the user can read in the elevator. Flow CRM context (if connected) What we already know: fields, mapped scores/signals, who we talk to, what stage. The brief must not contradict the CRM — where outside data disagrees (e.g. new title), flag it as an update candidate for anysite-crm-enrich/anysite-crm-champions. Company snapshot companies/resolve {website: " ", count: 3} → the right candidate → company: ; searchsqlcompanies {urn: ["fsdcompany: "]} → description, specialities, locations, employeecount, crunchbasealias. crunchbase/company {company: } (free alias; live crunchbase/search only when it is empty — 20cr, verify name+domain) → funding history, leadershiphires[] (often empty for smaller companies — not a negative), news[], layoffs[], investors.
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