功能描述

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

使用说明 (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

安全使用建议

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.

功能分析

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.

能力评估

✓ 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.

版本历史

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.

元数据

Slug gracie-crm

版本 1.0.0

许可证 —

累计安装 1

当前安装数 1

历史版本数 1

常见问题

Gracie Crm 是什么？

Manage and track Gracie AI Receptionist sales leads with CLI commands to add, update, log calls, notes, and view sales pipeline summaries. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 259 次。

如何安装 Gracie Crm？

在 OpenClaw 或 Claude Code 对话框中运行命令「/install gracie-crm」即可一键安装，无需额外配置。

Gracie Crm 是免费的吗？

是的，Gracie Crm 完全免费（开源免费），可自由下载、安装和使用。

Gracie Crm 支持哪些平台？

Gracie Crm 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。

谁开发了 Gracie Crm？

由 JayJJimenez（@jayjjimenez）开发并维护，当前版本 v1.0.0。

Gracie Crm