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lindy-dev

bigin-crm-skill

by Shreyas Rao · GitHub ↗ · v1.0.1
cross-platform ✓ Security Clean
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Install in OpenClaw
/install bigin-crm-skill
Description
Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation.
README (SKILL.md)

🏗️ About

A simple skill to connect Bigin CRM to OpenClaw

Prerequisites

  • Bigin account (developer sandbox recommended)
  • Python 3.8+
  • requests library (pip install requests)

🏗️ Architecture

┌─────────────────────────────────────────┐
│         OpenClaw Agent                  │
│  (Your personal sales assistant)        │
└─────────────────────────────────────────┘
           │
           ▼
┌─────────────────────────────────────────┐
│      Bigin CRM Skill (Python)           │
│  - OAuth2 authentication                │
│  - REST API v2 wrapper                  │
│  - Pipeline automation                  │
│  - Contact/Company management           │
└─────────────────────────────────────────┘
           │
           ▼
┌─────────────────────────────────────────┐
│        Bigin CRM REST API v2            │
│  - Pipelines (core sales module)        │
│  - Contacts & Companies                 │
│  - Tasks, Events, Calls                 │
│  - Products & Notes                     │
└─────────────────────────────────────────┘

🛠️ Core Features

1. Authentication & Setup

# One-time OAuth setup
bigin auth --client-id "1000.xxx" --client-secret "xxx"
# Opens browser for Bigin/Zoho login
# Stores tokens securely in ~/.openclaw/credentials/bigin-crm.json

# Check auth status
bigin auth:whoami

2. Pipeline Management (Core Feature)

# Create a pipeline entry (like a deal/opportunity)
bigin pipeline create --contact-id 12345 --company-id 67890 \
  --stage "Initial Contact" --amount 50000 \
  --closing-date "2026-03-15" --owner "[email protected]"

# Update pipeline stage
bigin pipeline update --id 12345678 --stage "Negotiation" \
  --amount 75000 --probability 70

# Move to next stage
bigin pipeline advance --id 12345678

# Mark as won/lost
bigin pipeline win --id 12345678
bigin pipeline lose --id 12345678 --reason "Budget constraints"

# List all pipelines
bigin pipeline list --stage "Proposal" --owner "me" --limit 50

# Search pipelines
bigin pipeline search --query "company:Acme" --stage "Open"

# Get pipeline details with history
bigin pipeline get --id 12345678 --include-history

3. Contact Management

# Create contact
bigin contact create --first-name "John" --last-name "Doe" \
  --email "[email protected]" --phone "+91-98765-43210" \
  --company "Acme Inc" --source "Website"

# Bulk import from CSV
bigin contact import --file contacts.csv --mapping mapping.json

# Search contacts
bigin contact search --query "company:Acme" --limit 100

# Update contact
bigin contact update --id 87654321 --phone "+91-99999-88888"

# Get contact with associated pipelines
bigin contact get --id 87654321 --include-pipelines

4. Company Management

# Create company
bigin company create --name "Acme Inc" --industry "Technology" \
  --website "https://acme.com" --employees 50 \
  --address "123 Business Park, Bengaluru"

# Search companies
bigin company search --query "industry:Technology"

# Get company with all contacts and pipelines
bigin company get --id 67890 --include-contacts --include-pipelines

5. Task & Activity Management

# Create follow-up task
bigin task create --related-to pipeline:12345678 \
  --subject "Send proposal" --due "2026-02-25" --priority "High"

# Create event (meeting)
bigin event create --related-to contact:87654321 \
  --title "Product Demo" --start "2026-02-24 14:00" --duration 30 \
  --location "Zoom"

# Log a call
bigin call create --related-to contact:87654321 \
  --subject "Discovery call" --duration 15 \
  --outcome "Interested, follow-up scheduled"

# List upcoming tasks
bigin task list --due-before "2026-02-28" --status "Open"

# Complete task
bigin task complete --id 54321

6. Pipeline Automation

# Auto-assign unassigned pipelines (round-robin)
bigin pipeline assign --unassigned --round-robin

# Create follow-up tasks for stale pipelines
bigin automation follow-up --stale-days 7 --create-tasks

# Move pipelines based on activity
bigin automation advance --auto-advance --criteria "proposal-sent-and-7-days"

# Bulk update stage
bigin pipeline bulk-update --stage "Negotiation" \
  --new-stage "Closed Won" --criteria "probability-gt-80"

7. Reporting & Analytics

# Pipeline report
bigin report pipeline --by-stage --by-owner --output pipeline-report.csv

# Sales performance
bigin report performance --owner "[email protected]" \
  --month "2026-02" --output performance.json

# Forecast (weighted by probability)
bigin forecast --month "2026-03" --output forecast.csv

# Activity report
bigin report activity --user "me" --week "2026-08" \
  --include-calls --include-tasks --include-events

8. AI-Powered Features

# Auto-enrich contact from email
"When I receive an email from a new sender, create contact and check for existing company"

# Smart pipeline scoring
"Score all open pipelines based on: last activity, email replies, stage age, company size"

# Follow-up reminders
"Which contacts haven't been contacted in 7 days? Create tasks for them."

# Meeting prep
"Before my 2 PM demo, give me: contact history, active pipelines, last 3 emails, company details"

# Pipeline health check
"Identify pipelines stuck in same stage for >14 days and suggest next actions"

9. Integration with Zoho Email Skill

# Unified workflow: Email → Bigin
# 1. Receive email from prospect
# 2. Extract sender info → Create/update contact
# 3. Check if company exists → Create if new
# 4. Create pipeline entry if none exists
# 5. Assign to sales rep
# 6. Set follow-up task
# 7. Reply with acknowledgment

📁 Project Structure

bigin-crm-skill/
├── SKILL.md                          # Skill documentation
├── config/
│   ├── bigin-config.json             # API endpoints (bigin/v2)
│   └── oauth-config.json             # Client ID/secret template
├── scripts/
│   ├── bigin_crm.py                  # Main Python module
│   ├── auth.py                       # OAuth2 flow (ZohoBigin scopes)
│   ├── pipelines.py                  # Pipeline operations (CORE!)
│   ├── contacts.py                   # Contact management
│   ├── companies.py                  # Company/Account management
│   ├── tasks.py                      # Task management
│   ├── events.py                     # Event/meeting management
│   ├── calls.py                      # Call logging
│   ├── reports.py                    # Analytics & reporting
│   └── automation.py                 # Pipeline automation
├── examples/
│   ├── bulk-import-contacts.csv      # Sample import file
│   ├── pipeline-mapping.json         # Pipeline stage mapping
│   └── automation-workflows/         # Pre-built workflows
│       ├── auto-assign.yaml
│       ├── follow-up-reminders.yaml
│       └── stage-advancement.yaml
├── tests/
│   ├── test_pipelines.py             # Pipeline tests
│   ├── test_contacts.py              # Contact tests
│   └── test_automation.py            # Automation tests
└── README.md                         # Installation & usage

📚 Resources

Bigin API Documentation

Zoho OAuth Console

🚀 Getting Started

Prerequisites

  • Bigin account (developer sandbox recommended)
  • Python 3.8+
  • requests library (pip install requests)

Step 1: Create Zoho OAuth App

  1. Go to https://api-console.zoho.com/
  2. Click "Add Client" → "Server-based Application"
  3. Set redirect URI: http://localhost:8888/callback
  4. Select scopes: ZohoBigin.modules.ALL, ZohoBigin.settings.ALL
  5. Note down Client ID and Client Secret

Step 2: Initialize Project

mkdir -p ~/.openclaw/skills/bigin-crm-skill
cd ~/.openclaw/skills/bigin-crm-skill
touch SKILL.md README.md
mkdir -p scripts config examples tests
Usage Guidance
This skill is internally coherent for managing Bigin CRM via OAuth2. Before installing: 1) Prepare a Zoho/Bigin OAuth client (client_id and client_secret) and verify you are comfortable placing them in config/oauth-config.json; tokens will be stored under ~/.openclaw/credentials/bigin-crm.json with restrictive permissions. 2) The auth flow opens your browser and runs a local server on port 8888 to capture the OAuth callback—ensure that port is available and you trust the network. 3) If you plan to use 'AI' features that reference emails, install and grant permissions to the separate email skill—this Bigin package does not itself read your mailbox. 4) Note the minor documentation mismatch (SKILL.md uses a 'bigin' CLI shorthand while the shipped scripts use python scripts/*.py); follow the README or inspect scripts before running. 5) As with any third-party code, review the config files to ensure they contain no embedded secrets and consider running the code in a sandboxed environment or test account (developer sandbox) first.
Capability Analysis
Type: OpenClaw Skill Name: bigin-crm-skill Version: 1.0.1 The OpenClaw Bigin CRM skill bundle appears benign. The Python scripts (`scripts/*.py`) implement standard Bigin CRM API interactions, including OAuth2 authentication, and manage CRM entities like pipelines, contacts, and companies. OAuth tokens are stored locally with appropriate permissions (`0o600`). File I/O operations (CSV import/export) are for their stated purpose and handle user-provided file paths, which is expected for a CRM skill. All network communications are directed to legitimate Zoho API endpoints. The `SKILL.md` and `README.md` documentation clearly describe the skill's functionality and provide usage examples without any evidence of prompt injection attempts, hidden instructions, or directives to subvert the agent's behavior. The YAML automation workflows define CRM-specific actions and use templating for data substitution, not arbitrary code execution. There is no evidence of intentional harmful behavior such as data exfiltration to unauthorized endpoints, backdoors, or malicious execution.
Capability Assessment
✓ Purpose & Capability
Name/description match the implementation: the repo contains a Bigin API client, modules for pipelines/contacts/companies/tasks/events/calls, an OAuth2 auth flow, example configs, and tests. The requested capabilities (create/update/search pipelines, contacts, etc.) align with the code and README.
ℹ Instruction Scope
SKILL.md instructs typical CLI flows and OAuth browser-based auth (starts a local HTTP listener on port 8888). Most instructions map to scripts in the package. Minor inconsistencies: SKILL.md shows a shorthand 'bigin' CLI (bigin auth --client-id ...) while README and provided scripts use python scripts/*.py (e.g., python scripts/auth.py auth). SKILL.md mentions AI features that reference reading 'last 3 emails' / integrating with a Zoho Email Skill — the Bigin code itself does not access email content; that integration would require a separate email skill and permissions. Otherwise instructions remain within CRM scope and do not ask to read unrelated system files.
✓ Install Mechanism
This is effectively an instruction-only skill in registry (no install spec). Code files are bundled with the skill, but there is no remote download/install step or execution of untrusted archives. Dependencies are limited to Python and the requests library (pip), which is proportional for a Python client.
ℹ Credentials
The skill does not declare required environment variables in registry, but it expects OAuth client ID and secret to be placed in config/oauth-config.json and stores tokens at ~/.openclaw/credentials/bigin-crm.json. The OAuth scopes requested (ZohoBigin.modules.ALL, ZohoBigin.settings.ALL, ZohoBigin.org.READ) match the CRM actions implemented. There is no unexpected request for unrelated credentials or secret env vars. Users should note that client secret and refresh/access tokens are stored locally and should be protected.
✓ Persistence & Privilege
always:false and no special OS privileges requested. The only persistent footprint is token storage under the user's home (~/.openclaw/credentials/bigin-crm.json) and a config template under config/. The skill runs a local HTTP listener temporarily during OAuth callback on port 8888 (standard OAuth pattern).
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install bigin-crm-skill
  3. After installation, invoke the skill by name or use /bigin-crm-skill
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.1
**Version 1.0.1 Changelog** - Simplified and clarified main skill documentation (SKILL.md) for easier onboarding. - Added concise prerequisites and getting started instructions. - Provided direct Bigin API documentation and resource links. - Updated project structure and feature list to improve clarity. - Removed background rationale and internal implementation notes from user-facing docs.
v1.0.0
Initial release of ClawBigin — Bigin CRM Skill for OpenClaw. - Provides CLI-based management for Bigin CRM pipelines, contacts, companies, and activities. - Implements OAuth2 authentication and secure token storage. - Supports advanced pipeline automation, reporting, and bulk operations. - Delivers AI-powered workflow enhancements (auto-enrichment, smart reminders, health checks). - Designed for rapid MVP and seamless future extension to full Zoho CRM. - Includes integration hooks for unified workflows with Zoho Email Skill.
Metadata
Slug bigin-crm-skill
Version 1.0.1
License —
All-time Installs 0
Active Installs 0
Total Versions 2
Frequently Asked Questions

What is bigin-crm-skill?

Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation. It is an AI Agent Skill for Claude Code / OpenClaw, with 335 downloads so far.

How do I install bigin-crm-skill?

Run "/install bigin-crm-skill" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is bigin-crm-skill free?

Yes, bigin-crm-skill is completely free (open-source). You can download, install and use it at no cost.

Which platforms does bigin-crm-skill support?

bigin-crm-skill is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created bigin-crm-skill?

It is built and maintained by Shreyas Rao (@lindy-dev); the current version is v1.0.1.

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