Retrieves scoped CRM data and context from PostgreSQL to provide AI agents with precise business intelligence.
The CRM Context Retrieval skill empowers Claude to perform intelligent data fetching from CRM databases by building efficient, secure, and redacted SQL queries. It supports complex filtering for accounts, contacts, opportunities, and activities, ensuring that AI agents have the exact context they need for reasoning without overwhelming the context window. With built-in PII redaction and parameterized query generation, it maintains high security standards while providing high-speed access to critical business data.
Key Features
01Multi-entity support for accounts, contacts, opportunities, and activities
020 GitHub stars
03Advanced filtering including fuzzy name matching and granular date ranges
04Efficient pagination and column-level restrictions to minimize token usage
05Configurable PII redaction policies to protect sensitive customer data
06Automatic SQL generation with parameterized queries for security
Use Cases
01Providing comprehensive deal context to an AI assistant before client meetings
02Summarizing recent account activities to identify churn risks or upsell opportunities
03Fetching specific contact details for automated outreach and follow-up sequences
