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Skill

anysite-crm-audit

@anysiteio Updated 2026-10-05

Read-only data quality audit of the connected CRM - field completeness per mapped property, duplicate candidates, stale records, enrichability estimate. Produces a report and a concrete fix plan, never writes anything - run it first when you don't yet know what's broken; the actual fixing happens in anysite-crm-enrich. Use when the user asks "what's the state of my CRM", wants a data quality report, duplicate check, or a safe first run after connecting a CRM. Requires an active CRM connection.

Install

With your agent

Install OMGSkills skill "anysiteio/agent-skills:plugins/anysite-gtm/skills/anysite-crm-audit" 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-audit ~/.claude/skills/anysite-crm-audit

From README

CRM Audit The safe first date with a user's CRM: read everything, write nothing, show what's broken and what enrichment would fix. Also the natural funnel into anysite-crm-enrich. Prerequisites Active CRM connection. No profile needed (works better with one — gap analysis follows the mapped fields). Flow Inventory Use properties filtering when you only need specific fields — the full schema is large. Then page through records: Audit scope: whole portal if small; else the working list + a stated sample. Say which. Analyze (all local — no further API calls) Completeness: % filled per mapped/target field (email, title, company, domain, industry, size, linkedinurl). Rank by gap size. Match-key coverage: how many contacts have email / linkedinurl / neither (the "neither" group is unenrichable and un-dedupable — flag it). Duplicate candidates: same normalized email; same domain with several company records; same person name + company. Candidates only — never auto-merge.