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anyai.fyi

crm-insights

Skill from windsor-ai/claude-windsor-ai-plugin

DevOps & Cloud No risky patterns found curated pipelineemail

Install

npx skills add windsor-ai/claude-windsor-ai-plugin --skill crm-insights

Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.

As a Claude Code plugin

/plugin marketplace add anthropics/claude-plugins-official /plugin install windsor-ai@windsor-ai

This skill is part of the plugin “windsor-ai”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.

What does the crm-insights skill do?

Report, rank, compare, and trend crm performance across HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai. Use when the user asks about contacts, companies, deals and opportunities, pipeline stage, deal value, win rate, owners, activities, and campaign or email performance. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.

Description from the SKILL.md in the source repository.

Questions about crm-insights

What does the crm-insights skill do?

Report, rank, compare, and trend crm performance across HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai. Use when the user asks about contacts, companies, deals and opportunities, pipeline stage, deal value, win rate, owners, activities, and campaign or email performance. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.

How do I install crm-insights?

In a terminal: npx skills add windsor-ai/claude-windsor-ai-plugin --skill crm-insights. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.

Which agents can use crm-insights?

Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.

Is crm-insights safe to use?

Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.

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