020101 contact crm
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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
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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
- Scaffold:
python scripts/scaffold.py— generates empty CSVs with correct headers - Organizations:
python scripts/organizations.py add|list|search|update - Contacts:
python scripts/contacts.py add|list|search|update - Products:
python scripts/products.py add|list|search|update - Validate:
python scripts/validate.py— checks phone numbers + cross-CSV references - 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 CSVsreferences/linking.md— UUID-based cross-CSV linking, consistency rulesreferences/validation.md— Phone validation, fuzzy duplicate detectionreferences/export.md— PDF and XLSX output specifications