Does this skill support searching by email address?

Yes, the contact search functionality allows you to search using both names and email addresses.

How do I find all contacts associated with a specific company?

First, use the company search to find the correct company ID, then use the contact search function with the company_id parameter applied.

What fields are required to create a new contact in Salesbuildr?

To create a contact, you must provide the first_name, last_name, and a valid company_id.

Can I paginate through large lists of companies?

Yes, the skill supports 'from' and 'size' parameters, allowing you to navigate results in increments of up to 100 per page.

Is this skill part of the msp-claude-plugins collection?

Yes, it is a specialized plugin designed specifically for MSPs using the Salesbuildr platform to enhance their Claude Code capabilities.

Salesbuildr Companies & Contacts

Name: Salesbuildr Companies & Contacts
Author: wyre-technology

bywyre-technology

•

营销自动化

Manages Salesbuildr CRM entities by searching for companies, retrieving detailed customer profiles, and creating or filtering contact records.

This skill streamlines CRM workflows within Salesbuildr, allowing MSPs to efficiently navigate company and contact data directly through Claude. It provides robust capabilities for searching organizations, accessing detailed metadata like addresses and phone numbers, and managing individual contact records. By facilitating seamless contact creation and company-specific filtering, this skill ensures that sales teams and account managers can quickly access the data they need for quoting, onboarding, and customer relationship management without leaving their development environment.

主要功能

013 GitHub stars

02Comprehensive company search with pagination support

03Optimized workflow for customer discovery and sales quoting

04Targeted contact filtering by name, email, or company ID

05Detailed retrieval of company metadata and contact info

06Streamlined contact creation with required field validation

使用场景

01Verifying contact details and communication history for existing accounts

02Quickly locating customer account IDs to prepare sales quotes

03Adding new client contacts to the CRM during project onboarding

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins companies-contacts

For use in Claude.ai and ChatGPT

Download Skill