crm-cleanup Skill
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all. Published by anthropics in knowledge-work-plugins.
Decision snapshot
Is this a fit?
Security review, Research, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
Filesystem access, Network access, Shell access
Copy skill directory
22 days ago · Apache-2.0 license
Access note: Local files. Access note: Network access. Access note: Shell access.
What is crm-cleanup Skill?
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all. Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Security review
- Research
- Security review use cases
- Research use cases
Declared skill metadata
- Source file: small-business/skills/crm-cleanup/SKILL.md
Allowed tools declared by source
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- Install or run with Copy skill directory
- Local files
- Network access
- Shell access
Requirements and access
Security and permissions
Review permissions before connecting any MCP server to an agent. Pay special attention to whether it can read local files, write data, call external services, or perform destructive actions.
When to use crm-cleanup Skill
- Use it for security review.
- Use it for research.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/crm-cleanup/SKILL.md
What it does
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Skill instructions
Run a HubSpot hygiene pass using the crm-maintenance skill cleanup workflow. Act immediately — the user typed /crm-cleanup, so skip the intent-detection step. Parse arguments: - --scope (default: all) — deals for deal audit only, contacts for contact dedup only, all for both Step 1 — Scan for stale deals If scope includes deals: 1. Pull all open deals from HubSpot. 2. Flag deals with no activity (email, call, meeting, note) in the last 14 days. 3. For each stale deal: show deal name, stage, last activity date, associated contacts, and amount. 4. Propose actions per deal: update next-step, change stage, add a note, or close-lost. Present the full stale-deals list before making any changes. Step 2 — Scan for duplicate contacts If scope includes contacts: 1. Search HubSpot contacts for likely duplicates (same email, similar names, same company + similar name). 2. For each duplicate set: show both records side-by-side — name, email, company, deals, last activity. 3. Propose which record to
Verified compatibility and discovery
Frequently asked questions
What is crm-cleanup?
crm-cleanup is a open-source AI agent skill with Copy skill directory. Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Who is crm-cleanup best for?
crm-cleanup is best for reusing agent instructions, scripts, and references, security review workflows, research workflows.
How do I install crm-cleanup?
Install or run crm-cleanup using Copy skill directory. Check crm-cleanup for the latest setup command.
Is crm-cleanup actively maintained?
crm-cleanup may need a closer maintenance check before production use.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
