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Uplo Customer 360
by
RooJenkins
· GitHub ↗
· v1.0.0
· MIT-0
178
Downloads
0
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0
Active Installs
1
Versions
Install in OpenClaw
/install uplo-customer-360
Description
AI-powered customer lifecycle intelligence spanning sales, customer success, and retail. Unified search across pipeline data, account health, and customer an...
Usage Guidance
This skill appears coherent for connecting to an UPLO Customer 360 service, but review these points before installing:
- Confirm provenance of the MCP npm package (@agentdocs1/mcp-server). npx will download and execute code; validate the package and its maintainer.
- Treat the API key as sensitive: grant least privilege, rotate regularly, and ensure logs/audit are enabled on the UPLO instance.
- Verify the agentdocs_url points to a trusted UPLO instance you control (not a third-party server). The skill will access your org's customer data via that endpoint.
- Check that the platform/installer will prompt for and securely store the api_key (skill.json requires it even if portal metadata lists no env vars).
- If you have strict autonomous-execution policies, consider setting disable-model-invocation or reviewing when the agent is allowed to call this skill.
If you want a deeper review, provide the npm package name/version for the MCP server or the UPLO instance domain so I can list specific checks to perform (package audit, contact owner, required API scopes).
Capability Analysis
Type: OpenClaw Skill
Name: uplo-customer-360
Version: 1.0.0
The uplo-customer-360 skill is a legitimate integration for the UPLO (AgentDocs) platform, providing tools for AI agents to query customer lifecycle data, sales pipeline, and account health. It uses a standard MCP server architecture (npx @agentdocs1/mcp-server) and its instructions in SKILL.md and identity-patch.md are strictly aligned with its stated purpose of revenue intelligence and knowledge management without any signs of malicious intent or prompt injection.
Capability Assessment
Purpose & Capability
The skill is presented as a Customer-360 / revenue intelligence integration and the declared capability set (search_with_context, search_knowledge, get_directives, export_org_context) matches that purpose. The skill.json requires an agentdocs_url and an api_key (MCP token) which are appropriate and proportional for connecting to a remote UPLO/MCP service.
Instruction Scope
SKILL.md contains only high-level runtime calls (get_identity_context, get_directives, search_with_context, search_knowledge, log_conversation, report_knowledge_gap, etc.). These are scoped to querying and logging customer knowledge and do not instruct reading unrelated local files or exfiltrating data to arbitrary endpoints. The identity-patch explicitly asks to respect classification tiers and not to fabricate data.
Install Mechanism
There is no formal install spec, but README and skill.json's mcp section indicate the MCP server is launched via `npx @agentdocs1/mcp-server --http`. Running via npx will fetch and run an npm package at runtime (moderate risk compared with instruction-only skills). This is expected for an MCP-backed skill but you should verify the npm package's provenance (@agentdocs1) before running in a sensitive environment.
Credentials
The only required configuration in skill.json is an UPLO instance URL and an API key (marked secret). Those are proportionate for a service that needs to access customer data. Note: the top-level metadata reported 'Required env vars: none' (platform metadata) but the skill.json clearly defines required config fields — ensure the platform will prompt for/secure the api_key before enabling the skill.
Persistence & Privilege
The skill does not request always:true and uses the platform default allowing autonomous invocation (disable-model-invocation:false), which is normal for skills. The skill does not request system-wide config changes or access to other skills' credentials.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install uplo-customer-360 - After installation, invoke the skill by name or use
/uplo-customer-360 - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of uplo-customer-360: unified AI-powered customer lifecycle intelligence across sales, customer success, and retail.
- Supports natural language search over pipeline data, account health, support history, product usage, and retail analytics.
- Provides specialized tools: search_with_context, search_knowledge, get_directives, export_org_context, report_knowledge_gap, and flag_outdated.
- Includes workflow examples for account reviews, churn investigations, and QBR preparation.
- Offers best practices and tips for maximizing value from unified customer data.
Metadata
Frequently Asked Questions
What is Uplo Customer 360?
AI-powered customer lifecycle intelligence spanning sales, customer success, and retail. Unified search across pipeline data, account health, and customer an... It is an AI Agent Skill for Claude Code / OpenClaw, with 178 downloads so far.
How do I install Uplo Customer 360?
Run "/install uplo-customer-360" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Uplo Customer 360 free?
Yes, Uplo Customer 360 is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Uplo Customer 360 support?
Uplo Customer 360 is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Uplo Customer 360?
It is built and maintained by RooJenkins (@roojenkins); the current version is v1.0.0.
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