CRM File Downloader

About

Facilitates the extraction of binary data stored in a CRM database, allowing users to seamlessly download contracts, images, PDFs, and other attachments. It leverages schema knowledge from the CRM database to locate specific files via junction tables—such as those linked to companies, people, or events—and automates the download process into a standardized local directory. This skill is essential for workflows requiring offline access to database-stored documents or for moving CRM assets into the local workspace for further processing.

Key Features

• Automated file retrieval from PostgreSQL BYTEA columns using file IDs.
• 2 GitHub stars
• Standardized file output to a dedicated results directory with filename sanitization.
• Detailed metadata reporting including MIME type, file size, and original naming.
• Built-in collision handling to prevent overwriting existing local files.
• Intelligent junction table querying to link files to companies, people, and events.

Use Cases

• Downloading signed contracts or legal documents associated with a specific company.
• Retrieving specific attachments by database ID for local processing or viewing.
• Exporting all image attachments or PDFs linked to a CRM event or sales opportunity.