Description

Manage and track Gracie AI Receptionist sales leads with CLI commands to add, update, log calls, notes, and view sales pipeline summaries.

README (SKILL.md)

Gracie CRM Skill

Name: Gracie Crm
Author: jayjjimenez

A lightweight CLI CRM for tracking Gracie AI Receptionist sales leads.

Location

~/StudioBrain/00_SYSTEM/skills/gracie-crm/

Data Store

crm.json — JSON array of lead objects

Commands

cd ~/StudioBrain/00_SYSTEM/skills/gracie-crm

# List all leads sorted by follow-up date
python3 crm.py list

# Add a new lead
python3 crm.py add --name "Victory Auto" --phone "718-698-9896" --category "auto"

# Log a call result
python3 crm.py call \x3Cid> --outcome "no answer" --followup "2026-03-01"

# Add a note to a lead
python3 crm.py note \x3Cid> "Owner is Mike, best time is 8am"

# Show leads due today or overdue
python3 crm.py today

# Import leads from MASTER_LEAD_LIST.md
python3 crm.py import

# Show pipeline summary
python3 crm.py pipeline

Status Values

new — Not yet contacted
called — Call made
no_answer — No answer
interested — Lead showed interest
demo_sent — Demo/proposal sent
closed_won — Deal closed ✅
closed_lost — Deal lost ❌

Lead Schema

{
  "id": 1,
  "name": "Victory Auto Repair",
  "phone": "718-698-9896",
  "category": "auto",
  "status": "new",
  "calls": [{"date": "2026-02-27", "outcome": "no answer", "notes": ""}],
  "notes": [],
  "followup_date": null,
  "added": "2026-02-27"
}

Skill Trigger

Use this skill when Jay asks to:

Check leads / call list
Log a call outcome
See what follow-ups are due
Add a new prospect
Review the Gracie sales pipeline

Usage Guidance

This skill appears to be a simple local CLI CRM and is internally consistent, but take these precautions before installing or running: - Inspect the full crm.py (the file shown was truncated) and confirm there are no unexpected network calls, subprocess.exec/eval usage, or code that transmits data off-machine. - Check the referenced import file (~/StudioBrain/30_INTERNAL/WLC-Services/LEADS/MASTER_LEAD_LIST.md) for sensitive content; the import command will read it. - Be aware crm.json (included) contains real-looking phone numbers and lead data; if this is sensitive, avoid placing the skill on shared machines or back it up/clean it. - Run the tool in a restricted environment (isolated user account or container) if you want to limit accidental exposure. If you can provide the remainder of crm.py (the truncated portion), I can raise confidence by checking for any hidden network endpoints or risky operations.

Capability Analysis

Type: OpenClaw Skill Name: gracie-crm Version: 1.0.0 The skill bundle provides a legitimate CLI-based CRM for managing sales leads. The Python script (crm.py) performs standard JSON data management and includes a lead import feature that reads from a specific local path (~/StudioBrain/30_INTERNAL/WLC-Services/LEADS/MASTER_LEAD_LIST.md), which is consistent with its stated purpose. There is no evidence of malicious execution, data exfiltration to external endpoints, or prompt injection attempts in the documentation.

Capability Assessment

✓ Purpose & Capability

Name/description (CLI CRM for Gracie leads) matches the included crm.py and crm.json. No unexpected dependencies, credentials, or binaries are required.

ℹ Instruction Scope

SKILL.md and crm.py instruct the agent to operate on crm.json in the skill folder and to import from ~/StudioBrain/30_INTERNAL/WLC-Services/LEADS/MASTER_LEAD_LIST.md. Reading an external MASTER_LEAD_LIST.md is reasonable for an import command but it does mean the skill will read a file outside its own directory — review that file for sensitive content before running import.

✓ Install Mechanism

No install spec — instruction-only with an included Python script. This is the lowest-risk install model (nothing downloaded/executed from remote sources during install).

✓ Credentials

The skill declares no environment variables, credentials, or config paths beyond an explicit home-relative path for MASTER_LEAD_LIST.md. That matches the CRM purpose. Note: crm.json includes many phone numbers (packaged lead data) which is expected but potentially sensitive.

✓ Persistence & Privilege

always is false and the skill does not request elevated or persistent platform privileges. It reads and writes its own crm.json and may read the specified MASTER_LEAD_LIST.md — no automatic modification of other skills or system-wide settings is present in the visible code.

Version History

v1.0.0

Initial release of Gracie CRM Skill - Lightweight CLI CRM for tracking Gracie AI Receptionist sales leads. - Stores lead data in a local JSON file (`crm.json`). - Includes commands for listing, adding, updating, and importing leads, plus pipeline and follow-up views. - Supports logging calls, notes, and various lead status values. - Categorizes leads for multiple business types. - Designed for easy use at the command line.

Metadata

Slug gracie-crm

Version 1.0.0

License —

All-time Installs 1

Active Installs 1

Total Versions 1

Frequently Asked Questions

What is Gracie Crm?

Manage and track Gracie AI Receptionist sales leads with CLI commands to add, update, log calls, notes, and view sales pipeline summaries. It is an AI Agent Skill for Claude Code / OpenClaw, with 259 downloads so far.

How do I install Gracie Crm?

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

Is Gracie Crm free?

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

Which platforms does Gracie Crm support?

Gracie Crm is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Gracie Crm?

It is built and maintained by JayJJimenez (@jayjjimenez); the current version is v1.0.0.

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