# anysite-crm-setup

> Claude/Codex skill by [@anysiteio](https://omgskills.com/library/anysiteio/index.md) · 20 stars · Updated 2026-10-05

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

```sh
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-setup
```

## From 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.

## Links

- HTML page: https://omgskills.com/library/anysiteio/agent-skills/plugins/anysite-gtm/skills/anysite-crm-setup/
- GitHub: https://github.com/anysiteio/agent-skills
- Author: [@anysiteio](https://omgskills.com/library/anysiteio/index.md)

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