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Install in OpenClaw
/install oee-crm-intelligence
Description
Two-stage intelligent filtering and scoring of CRM contacts using keywords and AI, adapting over time to prioritize leads that matter most to you.
Usage Guidance
This skill mostly does what it says (two‑stage filtering + AI scoring), but there are mismatches you should consider before installing:
- The SKILL.md and crm_filter.py require ANTHROPIC_API_KEY and the 'anthropic' Python SDK, but the registry metadata did not declare any required env vars or dependencies. Treat that as an omission and verify dependencies yourself.
- Stage 2 will send contact data (emails, names, sample subjects, exchange counts, timestamps, etc.) to Anthropic. If that data includes personal or confidential information, do not provide a real ANTHROPIC_API_KEY unless you accept sending that data to a third party.
- The script persists learning.json (rejected_contacts and preferences) in the skill directory; review that file for sensitive content and consider where you want it stored/backed up.
- The code falls back to skipping AI if the SDK or key is missing, but if you supply the key an agent or the skill can call the external API autonomously (disable-model-invocation is false). If you want to limit risk, run the script locally on sanitized/test data first or use a dedicated, limited-scope API key.
What would raise or lower my concern: full, non‑truncated source (to confirm there are no hidden endpoints), explicit dependency and env var declarations in registry metadata, and a clear privacy note about what data is sent to Anthropic would reduce the ambiguity. Without those, proceed cautiously and assume the AI stage will transmit CRM data to an external service.
Capability Analysis
Type: OpenClaw Skill
Name: oee-crm-intelligence
Version: 1.0.0
The `crm_filter.py` script constructs a prompt for the Anthropic Claude LLM using user-provided contact data (e.g., name, subjects). This creates a prompt injection vulnerability against the LLM, where a malicious input contact could manipulate the LLM's classification or reasoning. While this is a significant vulnerability, there is no evidence of intentional malicious behavior by the skill itself, such as data exfiltration, unauthorized command execution, or persistence mechanisms beyond its stated purpose of CRM contact filtering.
Capability Assessment
Purpose & Capability
The skill's name/description and code match: it is a 2‑stage CRM filter that uses local rules and an AI scoring step. Requiring an ANTHROPIC API key for Stage 2 is coherent with the stated purpose. However, the registry metadata claims no required env vars or dependencies while SKILL.md and crm_filter.py explicitly reference the ANTHROPIC_API_KEY and the 'anthropic' Python SDK — an inconsistency.
Instruction Scope
SKILL.md instructs running the included Python script from the skill directory and to supply the ANTHROPIC_API_KEY for Stage 2. The runtime instructions and code read/write learning.json (persisting rejected_contacts) and will send contact fields (email, name, subjects, interaction counts, timestamps, etc.) to the Anthropics API for classification. There are no instructions or code that read unrelated system files or access other credentials, but sending CRM data to a third party is a privacy/consent concern and should be expected by the user.
Install Mechanism
This is an instruction-only skill with one Python file and no install spec; nothing is downloaded or installed automatically by the registry. The code will attempt to import the 'anthropic' SDK (and falls back to skipping AI if not present). You must manually pip install dependencies if you want Stage 2 to run.
Credentials
Stage 2 requires ANTHROPIC_API_KEY and the anthropic SDK; this is proportionate to doing cloud‑based AI scoring. The concern is that the registry metadata does not declare this required env var or dependency, so an agent or user might install/run the skill without realizing direct data will be sent to a third‑party service. The skill will transmit potentially sensitive contact data (emails, names, subjects, interaction counts, timestamps) to Anthropics.
Persistence & Privilege
The skill writes its own learning.json (persisting rejected_contacts) in the skill directory — expected behavior for a learning filter. It is not marked 'always: true' and does not request system‑wide privilege or modify other skills' configs.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install oee-crm-intelligence - After installation, invoke the skill by name or use
/oee-crm-intelligence - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release with smart, adaptive contact filtering and scoring for your CRM.
- Adds 2-stage contact filtering: fast pattern matching followed by AI-powered relevance scoring.
- Learns from user feedback to improve future filtering and scoring.
- Supports trigger phrases like "filter my contacts" and "score this lead".
- Command-line interface for filtering, scoring, and viewing learning stats.
- Requires Python 3.10+ and an Anthropic API key for AI features.
Metadata
Frequently Asked Questions
What is OEE CRM Intelligence?
Two-stage intelligent filtering and scoring of CRM contacts using keywords and AI, adapting over time to prioritize leads that matter most to you. It is an AI Agent Skill for Claude Code / OpenClaw, with 738 downloads so far.
How do I install OEE CRM Intelligence?
Run "/install oee-crm-intelligence" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is OEE CRM Intelligence free?
Yes, OEE CRM Intelligence is completely free (open-source). You can download, install and use it at no cost.
Which platforms does OEE CRM Intelligence support?
OEE CRM Intelligence is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created OEE CRM Intelligence?
It is built and maintained by OdinBot33 (@odinbot33); the current version is v1.0.0.
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