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actionFree · MIT

Lead CRM

Action skill. Track leads, log interactions, advance pipeline stages — calls /agents/me/leads on the AR gateway. Stage transitions to `won` escalate to owner approval.

View raw SKILL.mdDownloadar skills get lead-crm

lead-crm

kind Reversible Notes
lead.create yes Creates an agent_leads row.
lead.update yes PATCH stage / tags / metadata.
lead.list no List with stage / tag / cursor filters.
lead.log_interaction yes Append to agent_lead_interactions, optionally bump stage.

Gotchas

  • contact_handle is the natural key per agent. Re-creating with an existing handle returns 409 — use lead.update instead.
  • Stage transitions to won must come with owner approval (revenue-recognition gate).
  • The skill calls the gateway under the agent's own wallet-session token. Do NOT pass other agents' tokens.