crm-cli
- Repo stars 95
- License MIT
- Author updated Live
- Author repo crm.cli
- Domain
- DevOps
- Compatible agents
-
- Claude Code
- Cursor
- Cline
- Codex
- Windsurf
- Gemini CLI
- +20
- Trust score
- 89 / 100 · community maintained
- Author / version / license
- @dzhng · MIT
- Token usage
- Lean
- Setup complexity
- Guided setup
- External API key
- Not required
- Operating systems
- macOS · Linux
- Runtime requirements
- No special requirements
- Permissions
-
- Read-only
- Write / modify
- Shell exec
- Env read
- Network behavior
- External requests
- Install commands
- 26 variants
Profile is derived at build time from SKILL.md and install vectors. Subject to drift from author intent.
Heads up: 未限定 allowed-tools,默认拥有全部工具权限。; 检出高风险片段:pipe_curl_to_shell
---
name: crm-cli
description: Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed b…
category: devops
runtime: no special runtime
---
# crm-cli output preview
## PART A: Task fit
- Use case: Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtual filesystem interface A headless, CLI-first CRM. Contacts, deals, and pipeline in a single SQLite file — queryable from your terminal, composable with Unix tools, and mountable as a virtual filesystem. makes outbound network calls. Works ….
- Inputs: target material, constraints, expected output, and acceptance criteria.
- Evidence boundary: follow “Install / Configuration / Global Flags” and do not present inference as author intent.
## PART B: Execution result
- **01** The card summarizes the use case; runtime output centers on “Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtual filesystem interface A headless, CLI-first CRM. Contacts, deals, and pipeline in a single SQLite file — queryable from your terminal, composable with Unix tools, and mountable as a virtual filesystem. makes outbound network calls. Works …”.
- **02** When the source has headings, the agent prioritizes “Install / Configuration / Global Flags” so the result follows the author’s structure.
- **03** Typical output includes task judgment, concrete steps, required commands or file edits, validation, and follow-up options.
- **04** Risk context follows the fingerprint: read files, write/modify files, run shell commands, read environment variables; may access external network resources; usually needs no extra API key.
## Running Rules
- read files, write/modify files, run shell commands, read environment variables; may access external network resources; usually needs no extra API key.
- Validate with a small sample before expanding scope.
- Return the result, validation criteria, and next iteration options. The source does not require a stable slash command. After installation, invoke the skill by name and describe the task.
Name target files or source material, expected output, forbidden changes, and whether network or shell access is allowed. Permission fingerprint: read files, write/modify files, run shell commands, read environment variables.
Start with a small task and check whether the result follows “Install / Configuration / Global Flags”. Inspect diffs, logs, previews, or tests before expanding scope.
Confirm the final output includes a concrete result, evidence, and next action. If it stays generic, tighten inputs, boundaries, and acceptance criteria.
---
name: crm-cli
description: Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed b…
category: devops
source: dzhng/crm.cli
---
# crm-cli
## When to use
- Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtua…
- Use it when the task has clear inputs, repeatable steps, and validation criteria.
## What to provide
- Target material, scope, expected result, and forbidden changes.
- Whether network, commands, file writes, or external services are allowed.
## Execution rules
- Organize steps around “Install / Configuration / Global Flags” and keep inference separate from source facts.
- read files, write/modify files, run shell commands, read environment variables; may access external network resources; usually needs no extra API key.
- Validate with a small sample before expanding the task.
## Output requirements
- Return the deliverable, key evidence, validation method, and next action.
- Mark missing information as unknown; do not invent commands, platforms, or dependencies. The author source anchors workflow facts; repository files anchor sources and commands; Fluxly only adds fit, limitations, and quality judgment.
skill "crm-cli" {
input -> user goal + target files + boundaries + acceptance criteria
context -> Install / Configuration / Global Flags
rules -> SKILL.md triggers / order / output contract
runtime -> no special runtime | read files, write/modify files, run shell commands, read environment variables | may access external network resources
guardrails -> usually needs no extra API key + small-sample validation + diff/log review
output -> copyable result + checklist + next iteration
} crm.cli
A headless, CLI-first CRM. Contacts, deals, and pipeline in a single SQLite file — queryable from your terminal, composable with Unix tools, and mountable as a virtual filesystem.
Install
curl -fsSL https://raw.githubusercontent.com/dzhng/crm.cli/main/install.sh | sh
This downloads the precompiled binary to ~/.local/bin and installs mount dependencies (FUSE on Linux, Rust toolchain on macOS for NFS).
After install, make sure ~/.local/bin is in your PATH:
export PATH="$HOME/.local/bin:$PATH"
Verify:
crm --version
Configuration
Optional. Create crm.toml in your project root or ~/.crm/config.toml:
[database]
path = "~/.crm/crm.db"
[pipeline]
stages = ["lead", "qualified", "proposal", "negotiation", "closed-won", "closed-lost"]
won_stage = "closed-won"
lost_stage = "closed-lost"
[defaults]
format = "table"
[phone]
default_country = "US"
display = "international"
[mount]
default_path = "~/crm"
Config is auto-discovered by walking up from the current directory. Override with --config <path> or CRM_CONFIG env var.
Global Flags
Every command accepts:
--db <path>— SQLite database path (default:~/.crm/crm.db, env:CRM_DB)--format <fmt>— Output format:table,json,csv,tsv,ids--config <path>— TOML config file path--no-color— Disable colored output
Contacts
Create a contact
crm contact add --name "Jane Doe" \
--email jane@acme.com \
--phone "+1-212-555-1234" \
--linkedin linkedin.com/in/janedoe \
--company "Acme Corp" \
--tag hot-lead \
--set title=CTO
All flags are optional except --name. Phones are normalized to E.164, LinkedIn URLs are extracted to handles, companies are auto-created if they don't exist. --email, --phone, --company, --tag, and --set are all repeatable.
Social handle flags: --linkedin, --x, --bluesky, --telegram. All accept raw handles or full URLs.
List contacts
crm contact list
crm contact list --tag hot-lead --company "Acme Corp"
crm contact list --filter "title~=CTO AND company=Acme" --sort name --limit 20
crm contact list --format json | jq '.[].name'
Filter operators: =, !=, ~= (contains), >, <. Combine with AND / OR.
Show a contact
Look up by ID, email, phone, or social handle:
crm contact show ct_01J8ZVXB3K...
crm contact show jane@acme.com
crm contact show "+12125551234"
crm contact show janedoe # LinkedIn handle
Edit a contact
crm contact edit jane@acme.com --name "Jane Smith"
crm contact edit "+12125551234" --add-email jane2@acme.com --rm-tag old-tag
crm contact edit janedoe --add-company "New Corp" --set title=CEO --unset source
Add/remove flags: --add-email, --rm-email, --add-phone, --rm-phone, --add-company, --rm-company, --add-tag, --rm-tag. Social handles set directly: --linkedin, --x, --bluesky, --telegram.
Delete a contact
crm contact rm jane@acme.com
crm contact rm "+12125551234" --force # skip confirmation
crm contact rm janedoe # by social handle
Merge contacts
Merge two contacts into one. First contact survives, second is absorbed and deleted. Accepts any reference type:
crm contact merge ct_01A... ct_01B...
crm contact merge jane@acme.com jane.doe@acme.com
crm contact merge "+12125551234" "+14155559876"
crm contact merge janedoe jane-doe-linkedin
Combines emails, phones, companies, tags, custom fields, and relinks all deals and activity.
Companies
Create a company
crm company add --name "Acme Corp" \
--website acme.com \
--phone "+1-800-555-0000" \
--tag enterprise \
--set industry=SaaS
--website, --phone, --tag, --set are repeatable.
List / show / edit / delete
crm company list --tag enterprise
crm company show acme.com # by website
crm company show "+18005550000" # by phone
crm company edit acme.com --name "Acme Inc" --add-website acme.io
crm company rm acme.com --force
Merge companies
crm company merge co_01A... co_01B...
crm company merge acme.com acme.io
crm company merge "+18005550000" "+18005550001"
Relinks all contacts and deals from second to first.
Deals
Create a deal
crm deal add --title "Acme Enterprise" \
--value 50000 \
--stage qualified \
--contact jane@acme.com \
--company acme.com \
--expected-close 2026-06-15 \
--probability 60 \
--tag enterprise
Contacts and companies are auto-created if they don't exist. --contact and --tag are repeatable.
List deals
crm deal list --stage qualified --min-value 10000
crm deal list --contact jane@acme.com --sort value --reverse
crm deal list --format ids | wc -l # count deals
Move a deal through the pipeline
crm deal move dl_01... --stage proposal --note "Sent pricing deck"
crm deal move dl_01... --stage closed-won --note "Signed 2-year contract"
Stage transitions are recorded as activity with timestamps. Use deal move, not deal edit --stage.
Edit / delete
crm deal edit dl_01... --value 75000 --add-contact bob@acme.com --probability 80
crm deal rm dl_01... --force
Pipeline overview
crm pipeline
Shows count, total value, and weighted value per stage.
Activity Logging
Log an activity
crm log note "Had coffee with Jane, discussed Q3 expansion" --contact jane@acme.com
crm log call "Demoed product, she wants a proposal" --contact jane@acme.com --deal dl_01...
crm log meeting "Quarterly review" --company acme.com --at 2026-04-01
crm log email "Sent follow-up pricing" --contact jane@acme.com --set channel=outbound
Types: note, call, meeting, email. Contacts and companies are auto-created. --contact is repeatable. --at overrides the timestamp.
List activities
crm activity list --contact jane@acme.com --since 2026-01-01
crm activity list --type call --limit 10
crm activity list --deal dl_01... --format json
Tags
crm tag jane@acme.com hot-lead enterprise # add tags
crm untag jane@acme.com old-tag # remove tags
crm tag list # all tags with counts
crm tag list --type contact # contact tags only
Tags work on contacts, companies, and deals.
Search
Exact keyword search (FTS5)
crm search "acme CTO"
crm search "jane" --type contact
Fuzzy / semantic search
crm find "fintech startup London"
crm find "that CTO I met at the conference" --limit 5 --threshold 0.3
Rebuild search index
crm index rebuild
crm index status
Index updates automatically on writes. Manual rebuild only needed after corruption.
Duplicate Detection
crm dupes
crm dupes --type contact --threshold 0.5
crm dupes --type company --limit 20
Uses combined Levenshtein + Dice coefficient similarity. Detects: similar names, shared emails, shared phones, shared websites, shared social handles. Review then merge:
crm dupes --type contact
# → Jane Doe ↔ J. Doe: similar name, shared email
crm contact merge ct_01A... ct_01B...
Reports
crm report pipeline # stage counts & values
crm report activity --period 30d --by type # activity volume
crm report stale --days 14 --type contact # no recent activity
crm report conversion --since 2026-01-01 # stage-to-stage rates
crm report velocity --won-only # time per stage
crm report forecast --period 2026-Q2 # weighted forecast
crm report won --period 90d # closed-won summary
crm report lost --period 90d # closed-lost summary
Import / Export
Import from CSV or JSON
crm import contacts leads.csv
crm import contacts leads.json --update # update existing by email match
crm import companies companies.csv --dry-run
crm import deals deals.csv --skip-errors
cat data.json | crm import contacts - # import from stdin
CSV headers: name, email/emails, phone/phones, company/companies, tags, linkedin, x, bluesky, telegram. Unrecognized columns become custom fields.
Export
crm export contacts --format csv > contacts.csv
crm export companies --format json > companies.json
crm export deals --format tsv
crm export all --format json > full-backup.json
Virtual Filesystem (Mount)
Mount the CRM as a live read/write filesystem. Any tool that reads files gets full CRM access — AI agents, grep, jq, vim, scripts.
Mount
crm mount ~/crm
crm mount ~/crm --readonly
On Linux this uses FUSE. On macOS this uses an NFS v3 server (no kernel extensions needed).
Filesystem layout
~/crm/
├── llm.txt # Instructions for AI agents
├── contacts/
│ ├── ct_01...jane-doe.json # Contact JSON files
│ ├── _by-email/ # Lookup by email
│ ├── _by-phone/ # Lookup by E.164 phone
│ ├── _by-linkedin/ # Lookup by LinkedIn handle
│ ├── _by-x/ # Lookup by X handle
│ ├── _by-company/ # Grouped by company
│ └── _by-tag/ # Grouped by tag
├── companies/
│ ├── co_01...acme-corp.json
│ ├── _by-website/
│ ├── _by-phone/
│ └── _by-tag/
├── deals/
│ ├── dl_01...acme-enterprise.json
│ ├── _by-stage/
│ ├── _by-company/
│ └── _by-tag/
├── activities/
│ ├── _by-contact/
│ ├── _by-company/
│ ├── _by-deal/
│ └── _by-type/
├── reports/ # Pre-computed analytics
│ ├── pipeline.json
│ ├── forecast.json
│ ├── stale.json
│ ├── conversion.json
│ ├── velocity.json
│ ├── won.json
│ └── lost.json
├── pipeline.json # Quick pipeline overview
├── tags.json # All tags with counts
└── search/ # Search by reading files
└── <query>.json # cat search/"acme CTO".json
Read via filesystem
ls ~/crm/contacts/
cat ~/crm/contacts/ct_01...jane-doe.json | jq .
cat ~/crm/contacts/_by-email/jane@acme.com.json
cat ~/crm/deals/_by-stage/qualified/
cat ~/crm/reports/forecast.json
cat ~/crm/search/"enterprise deals".json
Write via filesystem
# Create a contact
echo '{"name":"Bob Smith","emails":["bob@globex.com"]}' > ~/crm/contacts/new.json
# Update (read → modify → write back)
cat ~/crm/contacts/ct_01...jane-doe.json | jq '.tags += ["vip"]' > ~/crm/contacts/ct_01...jane-doe.json
# Delete
rm ~/crm/contacts/ct_01...jane-doe.json
Unmount
crm unmount ~/crm
Static export (no mount needed)
crm export-fs ./crm-snapshot
Exports the same directory structure as a static copy — useful in containers or sandboxes where FUSE isn't available.
Bulk Operations
Use --format ids to pipe into other commands:
# Tag all contacts from Acme as enterprise
crm contact list --company "Acme Corp" --format ids | xargs -I{} crm tag {} enterprise
# Move all qualified deals over $50k to proposal
crm deal list --stage qualified --min-value 50000 --format ids | \
xargs -I{} crm deal move {} --stage proposal
# Delete all stale contacts
crm report stale --days 90 --type contact --format ids | xargs -I{} crm contact rm {} --force
Custom Fields
All entities support arbitrary key-value fields:
crm contact add --name "Jane" --set title=CTO --set source=conference
crm contact edit jane@acme.com --set "json:score=85" --set "json:verified=true"
crm contact edit jane@acme.com --unset source
crm contact list --filter "title~=CTO"
Prefix with json: for typed values (numbers, booleans, arrays).
Hooks
Configure shell hooks in crm.toml that fire on mutations:
[hooks]
post-contact-add = "~/.crm/hooks/notify-slack.sh"
post-deal-stage-change = "~/.crm/hooks/deal-moved.sh"
pre-contact-rm = "~/.crm/hooks/confirm-delete.sh"
Entity data is passed as JSON on stdin. Pre-hooks abort on non-zero exit.
Available hooks: {pre,post}-{contact,company,deal}-{add,edit,rm}, {pre,post}-deal-stage-change, {pre,post}-activity-add.
Tips for AI Agents
- Mount first:
crm mount ~/crmgives you filesystem access — read JSON files directly instead of running CLI commands - Read
llm.txt: The mount point containsllm.txtwith structure docs and tips - Use
_by-*directories for fast lookups:_by-email,_by-phone,_by-linkedin,_by-tag,_by-stage - Use
--format jsonfor all CLI output when processing programmatically - Use
--format ids+xargsfor bulk operations - Read
reports/for pre-computed analytics — don't recompute from raw data - Search via filesystem:
cat ~/crm/search/"your query".json - Write via filesystem: Create/update entities by writing JSON files
- All JSON files are self-contained — no need to join across files
- Phone numbers accept any format on input; stored as E.164 internally
- Social handles accept full URLs; stored as clean handles
Decide Fit First
Design Intent
How To Use It
Boundaries And Review