Anysite crm setup

Anysite CRM Setup

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 setup: "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 crm_upsert_contacts / crm_upsert_companies, even outside setup

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. This is expected behavior, not an error.

Setup flow

1. Ensure a connection

Call crm_list_connections.

• If there is an active connection — proceed to step 2.
• If not, ask which CRM the user wants (HubSpot or Pipedrive) if not obvious, then call crm_connect(provider="hubspot") or crm_connect(provider="pipedrive"), give the user the connect_url to open in a browser, then poll crm_connect_status(pending_id) every few seconds until active.
• Only ONE CRM can be connected at a time. If crm_connect returns a conflict, the user must disconnect the current CRM in the dashboard first — never disconnect for them without asking.

2. Read the schema

Call crm_get_schema(). You get:

• properties.contacts / properties.companies — every property with label, type, options (valid enum values), read_only, custom
• lists — the user's CRM lists (id, name, processing type)
• protected_properties — fields the server will never let you write

3. Classify and auto-map

Silently classify properties:

• Standard equivalents — map automatically, do not ask. HubSpot: email→email, jobtitle, firstname/lastname, phone, city, country, company, website, domain, industry, numberofemployees, linkedin_url→hs_linkedin_url. Pipedrive: email→email, name, job_title, phone, plus the domain alias on companies (backed by a custom Domain field the server manages automatically).
• Custom enrichment targets — custom properties whose name/label suggests enrichment (score, tier, segment, tech stack, intent, source): candidates for user questions. Pipedrive custom properties have hash-like names — rely on label to understand them.
• Ignore — read_only: true, calculated, hs_* system internals, protected fields.

Provider differences that change agent behavior:

• Pipedrive matches contacts by email or record_id only — linkedin_url matching is HubSpot-only. Records with only a linkedin_url will not match existing Pipedrive persons.
• Pipedrive companies match by the domain alias — the server maps it to the portal's Domain field. If company writes fail with a "no domain field" error, reconnect the CRM with admin access so the server can create the field.
• Enum values are labels in both CRMs — the server converts labels to Pipedrive option ids internally; always send the human-readable label from the schema options.

4. Ask 3-5 questions maximum

Ask ONLY about ambiguous or high-stakes decisions, one compact block, not an interview:

• Ambiguous targets: "Intent score → Lead Score or ICP Fit Score?"
• Overwrite policy for volatile fields: "Job titles: overwrite on change or fill blanks only?"
• Working list: "Which list do you enrich most — 'Inbound' or 'Outbound Q3'?" (only if lists exist)
• Creation policy: "May agents create new contacts, or update existing only?"
• Plan: "Are you on MCP Unlimited or a credit-based plan?" — future sessions use this to decide between credit estimates (credit plans) and time estimates (Unlimited) before bulk runs

Confirm the full mapping as ONE list for approval, then save.

5. Save the local profile

Write the agreed profile to ~/.claude/skills/anysite-crm-profile/SKILL.md (create the directory). Use exactly this structure:

---
name: anysite-crm-profile
description: The user's saved CRM field mapping and write rules for CRM enrichment via anysite MCP. ALWAYS consult this before calling crm_upsert_contacts or crm_upsert_companies - it defines which CRM properties to write, which may be overwritten, and which list is the working list. Generated by /anysite-crm-setup - do not edit manually, re-run setup to change.
---

# CRM Profile (<provider> portal <portal_id>, connection <connection_id>)

Generated <date> by anysite-crm-setup from live schema. Do not edit manually.

## Field mapping — contacts
| Anysite data | CRM property | mode |
|---|---|---|
| job title | jobtitle | fill_blank |
| linkedin url | hs_linkedin_url | fill_blank |
| intent score | icp_fit_score | overwrite |

## Field mapping — companies
| Anysite data | CRM property | mode |
|---|---|---|
| industry | industry | fill_blank |
| employee count | numberofemployees | overwrite |

## Rules
- Working list: "<name>" (id <id>)
- allow_create: <true/false, as agreed>
- Never write (user protected, on top of server-enforced): <list or "-">
- Enum properties and their valid values: <property>: <values>
- MCP plan: <unlimited | credits>; bulk-run policy: <credit estimates | time estimates>
- crunchbase aliases cache: <name → alias, append as resolved — saves ~20cr/account/sweep>

Only include rows that were actually agreed or auto-mapped. Never invent mappings for data types that were not discussed.

Writing rules (every session, not only setup)

1. Consult the profile first. If ~/.claude/skills/anysite-crm-profile/SKILL.md exists, its mapping is law: write ONLY to properties listed there, in the listed mode. If a new data type has no mapping, ask the user once and suggest re-running setup — do not guess.
2. Creating a new contact requires email. record_id and linkedin_url only MATCH existing contacts; a record without email is skipped with create_requires_email when no match exists. Never invent or guess emails — if no verified work email is available, report the person as not imported and say why.
3. No profile? Minimal safety. Map only obvious standard properties; ask before writing anything to a custom property; recommend running /anysite-crm-setup.
4. Dry-run before bulk. For more than ~10 records, or any overwrite_properties, first call the upsert with dry_run=true, show the user the old → new diff, and write only after confirmation.
5. Overwrite only per profile. Pass a property in overwrite_properties only if the profile marks it overwrite (or the user explicitly asked in this session).
6. Enum values must come from the schema. Check options before writing enum properties; the server skips invalid values with an enum_option_missing warning — do not retry blindly. When sources disagree on an enum like industry (e.g. YC vertical vs LinkedIn category), pick the schema option closest to how the company describes itself and mention the choice to the user. Use crm_get_schema(object_type=..., properties=[...]) to fetch just the enum you need — the unfiltered schema is very large.
7. Report warnings honestly. fill_blank_skip means the field already had a value — that is the policy working, not an error. Summarize results/skipped/warnings for the user after writes.
8. Undo exists. Every real write returns run_id. If the user is unhappy with a write, crm_undo(run_id) restores previous values (fields changed since are reported as conflicts).

Tools reference

Tool	Purpose
crm_list_connections	Connections and their status
crm_connect / crm_connect_status	OAuth connect flow
crm_get_schema	Properties (with enum options), lists, protected fields
crm_query_records	Read CRM: list members, by ids/emails, free-text search, paging
crm_upsert_contacts	Write contacts (match by email / record_id / linkedin_url)
crm_upsert_companies	Write companies (match by domain)
crm_undo	Revert a write run by run_id

Property values are strings; numbers and booleans are accepted and coerced server-side.

Server-enforced regardless of anything in this skill: fill-blank by default, protected fields, no empty writes, create only with allow_create, full write log.