anysite-crm-setup
Connect and configure the user's CRM (HubSpot or Pipedrive) for safe AI-driven enrichment through anysite MCP crm_* tools. Runs a short discovery - reads the CRM schema including custom properties, agrees a deterministic field mapping with the user in 3-5 questions, and saves a local CRM profile that all future enrichment sessions follow. Use when the user wants to connect their CRM, set up CRM enrichment, configure field mapping, re-run CRM discovery after schema changes, or asks why CRM writes are skipped. Also defines the mandatory rules every agent must follow when writing to CRM with crm_upsert_contacts / crm_upsert_companies.
Install
With your agent
Install OMGSkills skill "anysiteio/agent-skills:plugins/anysite-gtm/skills/anysite-crm-setup" 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-setup ~/.claude/skills/anysite-crm-setupFrom README
Anysite CRM Connect the user's CRM and produce a local CRM profile — a saved field mapping that makes every future enrichment write deterministic: the same data always lands in the same CRM properties. When to use First-time "connect my HubSpot", "connect my Pipedrive", "set up CRM enrichment" Re-discovery: CRM schema changed, mapping feels stale, or writes are being skipped unexpectedly Reference: the Writing rules section below applies to EVERY session that calls crmupsertcontacts / crmupsertcompanies, even outside Prerequisites The crm tools are visible only when the user has enabled CRM integration in their Anysite dashboard (Profile → CRM Integration). If the tools are missing, ask the user to enable it there. After they enable it, the tools do NOT appear instantly: the server flag takes up to a minute to propagate, and the agent's tool list is cached per session — ask the user to reconnect the MCP server (or start a new session), then retry.
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