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020101 contact crm

Skill natuleadan/skills/skills/020101-contact-crm

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Install
npx -y skills add natuleadan/skills --skill 020101-contact-crm

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One thing to look at

  • 2 stars2 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Builds a contact-product-organization CRM using CSV files with UUID linking, phone validation, and auto-export to PDF and XLSX.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

2.3 KB, as published. Nobody here has run it

Contact CRM

This skill provides a complete contact-product-organization management system using CSV files with relational linking via UUIDs. Three normalized entities with auto-export to PDF and XLSX.

Data model

Organization ──1:N──→ Contact ──N:N──→ Product
  • Organization: company or entity with address, industry, tax info
  • Contact: person linked to one organization
  • Product: catalog item referenced by contacts via product_ids

When to install dependencies

If you only need the CSV schema or pattern, no installation needed. If you need validation, CRUD operations, or export, install dependencies:

pip install -r requirements.txt

Scripts auto-detect missing dependencies and install them on first run.

How to use this skill

  1. Scaffold: python scripts/scaffold.py — generates empty CSVs with correct headers
  2. Organizations: python scripts/organizations.py add|list|search|update
  3. Contacts: python scripts/contacts.py add|list|search|update
  4. Products: python scripts/products.py add|list|search|update
  5. Validate: python scripts/validate.py — checks phone numbers + cross-CSV references
  6. Export: python scripts/export.py — generates PDF and XLSX

All CRUD operations auto-trigger export after every save.

Quick reference

# Scaffold empty CSVs
python scripts/scaffold.py

# Create an organization
python scripts/organizations.py add

# Create a contact (note the org UUID from previous step)
python scripts/contacts.py add

# Create a product (note the product UUID)
python scripts/products.py add

# Link product to contact via update
python scripts/contacts.py update <contact-num>

# Validate everything
python scripts/validate.py

# Export to PDF + XLSX
python scripts/export.py

References

  • references/schema.md — Full schema for all three CSVs
  • references/linking.md — UUID-based cross-CSV linking, consistency rules
  • references/validation.md — Phone validation, fuzzy duplicate detection
  • references/export.md — PDF and XLSX output specifications

Keep looking

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