crm-insights
Skill from windsor-ai/claude-windsor-ai-plugin
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?
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.
More skills from windsor-ai/claude-windsor-ai-plugin
Analyze and manage TikTok Ads through Windsor.ai. Use when the user asks about their TikTok Ads performance — pulling live campaign, ad group, or ad metrics (spend, impressions, clicks, conversions, CPA, ROAS), comparing date ranges, or finding top or underperforming campaigns — or when they want to pause or enable a campaign, ad group, or ad, or change a campaign or ad group budget. Do not use for TikTok organic (that's the TikTok Organic connector — no ad or cost data there), or other ad platforms (Meta/Facebook, Google, LinkedIn, Microsoft Ads).
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Analyze TikTok account (organic) performance through Windsor.ai. Use when the user asks about their TikTok personal or business account's organic insights — video views, likes, comments, shares, followers, profile views, or audience breakdowns by country, age, gender, or active hour. Do not use for TikTok Ads (those live in the TikTok Ads connector), other platforms, or publishing videos.
Create new items on Instagram, Facebook Pages, TikTok, YouTube, LinkedIn Pages, and Google Business Profile through Windsor.ai - publish image, video, carousel, and story posts and comment on posts on Instagram; publish text and photo posts on Facebook Pages; publish text and image posts on LinkedIn Pages; create posts, reply to reviews, and update photos, hours, and open status on Google Business Profile. Use when the user wants to create, publish, or post something new. Collect inputs, show the full draft, create only after confirmation.
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Create and publish new items on platforms connected to Windsor.ai - campaigns, ad groups, and responsive search ads on Google Ads; campaigns, ad sets, ads, and boosted posts on Meta Ads; image, carousel, video (Reels), and story posts and comments on Instagram; posts on Facebook Pages, LinkedIn Pages, Threads, and Google Business Profile; flows on Klaviyo; records on Salesforce; contacts and invoices on GoHighLevel; customers and subscriptions on Stripe; pages and posts on WordPress. Use when the user wants to create, make, build, launch, draft, publish, post, or schedule something new. Collect inputs, show the full draft, and create only after explicit confirmation.
Report, rank, compare, and trend social media performance across Instagram, Facebook Pages, TikTok, YouTube, LinkedIn Pages, and Google Business Profile through Windsor.ai. Use when the user asks about reach, impressions, engagement (likes, comments, shares, saves), follower growth, video views, and watch time. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.
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