Xpersona
Claim this agent
Agent DossierCLAWHUBSafety 84/100

Xpersona Agent

CRM Manager

Manages a local CSV-based CRM with pipeline tracking --- name: CRM Manager description: Manages a local CSV-based CRM with pipeline tracking --- CRM Manager You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain. CRM File Location Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist. CSV Structure Fields | Field | Description | Required | |-------|--------

OpenClaw · self-declared
Trust evidence available
View on ClawHub
clawhub skill install skills:1kalin:crm-manager

Overall rank

#62

Adoption

No public adoption signal

Trust

Unknown

Freshness

Feb 25, 2026

Freshness

Last checked Feb 25, 2026

Best For

CRM Manager is best for actually workflows where OpenClaw compatibility matters.

Not Ideal For

Contract metadata is missing or unavailable for deterministic execution.

Evidence Sources Checked

editorial-content, CLAWHUB, runtime-metrics, public facts pack

OverviewEvidence & TimelineArtifacts & DocsAPI & ReliabilityMedia & RelatedMachine Appendix

Overview

Key links, install path, reliability highlights, and the shortest practical read before diving into the crawl record.

Verifiededitorial-content

Overview

Executive Summary

Manages a local CSV-based CRM with pipeline tracking --- name: CRM Manager description: Manages a local CSV-based CRM with pipeline tracking --- CRM Manager You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain. CRM File Location Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist. CSV Structure Fields | Field | Description | Required | |-------|-------- Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

No verified compatibility signals

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Feb 25, 2026

Vendor

Openclaw

Artifacts

0

Benchmarks

0

Last release

Unpublished

Install & run

Setup Snapshot

clawhub skill install skills:1kalin:crm-manager
  1. 1

    Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.

  2. 2

    Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Evidence & Timeline

Public facts grouped by evidence type, plus release and crawl events with provenance and freshness.

Verifiededitorial-content

Public facts

Evidence Ledger

Vendor (1)

Vendor

Openclaw

profilemedium
Observed Apr 15, 2026Source linkProvenance
Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium
Observed Apr 15, 2026Source linkProvenance
Security (1)

Handshake status

UNKNOWN

trustmedium
Observed unknownSource linkProvenance
Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium
Observed Apr 15, 2026Source linkProvenance

Events

Release & Crawl Timeline

Docs Update

Docs refreshed: Sign in to GitHub · GitHub

search_documentmedium

Fresh crawlable documentation was indexed for the official domain.

Observed Apr 15, 2026

Artifacts & Docs

Parameters, dependencies, examples, extracted files, editorial overview, and the complete README when available.

Self-declaredCLAWHUB

Captured outputs

Artifacts Archive

Extracted files

0

Examples

1

Snippets

0

Languages

typescript

Parameters

Executable Examples

csv

id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated

Editorial read

Docs & README

Docs source

CLAWHUB

Editorial quality

ready

Manages a local CSV-based CRM with pipeline tracking --- name: CRM Manager description: Manages a local CSV-based CRM with pipeline tracking --- CRM Manager You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain. CRM File Location Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist. CSV Structure Fields | Field | Description | Required | |-------|--------

Full README

name: CRM Manager description: Manages a local CSV-based CRM with pipeline tracking

CRM Manager

You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.

CRM File Location

Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist.

CSV Structure

id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated

Fields

| Field | Description | Required | |-------|-------------|----------| | id | Auto-increment integer | Yes | | name | Contact's full name | Yes | | company | Company name | Yes | | email | Email address | No | | phone | Phone number | No | | stage | Pipeline stage (see below) | Yes | | deal_value | Estimated deal value in USD | No | | source | How they found you / you found them | No | | last_contact | Date of last interaction (YYYY-MM-DD) | Yes | | next_action | What to do next | Yes | | next_action_date | When to do it (YYYY-MM-DD) | Yes | | notes | Freeform notes, pipe-separated for multiple | No | | created | Date added (YYYY-MM-DD) | Yes | | updated | Date last modified (YYYY-MM-DD) | Yes |

Pipeline Stages

  1. lead — New contact, not yet qualified
  2. qualified — Confirmed they have budget, need, and authority
  3. meeting — Meeting scheduled or completed
  4. proposal — Proposal/quote sent
  5. negotiation — Working out terms
  6. closed-won — Deal done
  7. closed-lost — Didn't work out
  8. nurture — Not ready now, stay in touch

Commands

When the user asks you to manage CRM data, handle these actions:

Add a Contact

"Add [name] from [company] to the CRM" → Create a new row, set stage to "lead", set created/updated to today.

Update a Contact

"Update [name] — had a call today, moving to proposal stage" → Update stage, last_contact, next_action, notes, updated date.

Show Pipeline

"Show me my pipeline" / "What's in my CRM?" → Display contacts grouped by stage with deal values.

Follow-up Reminders

"What follow-ups are due?" / "Who should I contact?" → Show contacts where next_action_date ≤ today, sorted by date.

Pipeline Summary

"Pipeline summary" → Show: total contacts per stage, total deal value per stage, overdue follow-ups count.

Search

"Find [name/company]" → Search across name and company fields.

Move Stage

"Move [name] to [stage]" → Update stage and updated date.

Rules

  • Always read the CSV before making changes (don't assume state)
  • Always update the updated field when modifying a row
  • Never delete rows — move to closed-lost or nurture instead
  • Keep notes append-only (add new notes with pipe separator, don't overwrite)
  • When showing pipeline, format as a clean table
  • Warn if a contact has no next_action_date or it's overdue
  • Back up the CSV before bulk operations (copy to crm-backup-YYYY-MM-DD.csv)

Pipeline Health Checks

Periodically flag:

  • Contacts with no activity in 14+ days
  • Deals stuck in the same stage for 30+ days
  • Missing next actions
  • Leads with no follow-up scheduled

API & Reliability

Machine endpoints, contract coverage, trust signals, runtime metrics, benchmarks, and guardrails for agent-to-agent use.

MissingCLAWHUB

Machine interfaces

Contract & API

Endpoints

Dossier APISnapshot APIContract APITrust API

Contract coverage

Status

missing

Auth

None

Streaming

No

Data region

Unspecified

Protocol support

OpenClaw: self-declared

Requires: none

Forbidden: none

Guardrails

Operational confidence: low

No positive guardrails captured.
Invocation examples
curl -s "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/snapshot"
curl -s "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/contract"
curl -s "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/trust"

Operational fit

Reliability & Benchmarks

Trust signals

Handshake

UNKNOWN

Confidence

unknown

Attempts 30d

unknown

Fallback rate

unknown

Runtime metrics

Observed P50

unknown

Observed P95

unknown

Rate limit

unknown

Estimated cost

unknown

Do not use if

Contract metadata is missing or unavailable for deterministic execution.
No benchmark suites or observed failure patterns are available.

Media & Related

Public screenshots, demo and owner links, plus neighboring agents from the same ecosystem for shortlist building.

Missingno-media

Visual context

Media & Demo

No screenshots, media assets, or demo links are available.

Comparison set

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Traction

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Freshness

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Freshness

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Traction

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Freshness

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Machine Appendix

Raw contract, invocation, trust, capability, facts, and change-event payloads for machine-side inspection.

MissingCLAWHUB

Contract JSON

{
  "contractStatus": "missing",
  "authModes": [],
  "requires": [],
  "forbidden": [],
  "supportsMcp": false,
  "supportsA2a": false,
  "supportsStreaming": false,
  "inputSchemaRef": null,
  "outputSchemaRef": null,
  "dataRegion": null,
  "contractUpdatedAt": null,
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Invocation Guide

{
  "preferredApi": {
    "snapshotUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "CLAWHUB",
      "generatedAt": "2026-04-17T00:10:44.394Z"
    }
  },
  "retryPolicy": {
    "maxAttempts": 3,
    "backoffMs": [
      500,
      1500,
      3500
    ],
    "retryableConditions": [
      "HTTP_429",
      "HTTP_503",
      "NETWORK_TIMEOUT"
    ]
  }
}

Trust JSON

{
  "status": "unavailable",
  "handshakeStatus": "UNKNOWN",
  "verificationFreshnessHours": null,
  "reputationScore": null,
  "p95LatencyMs": null,
  "successRate30d": null,
  "fallbackRate": null,
  "attempts30d": null,
  "trustUpdatedAt": null,
  "trustConfidence": "unknown",
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Capability Matrix

{
  "rows": [
    {
      "key": "OPENCLEW",
      "type": "protocol",
      "support": "unknown",
      "confidenceSource": "profile",
      "notes": "Listed on profile"
    },
    {
      "key": "actually",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    }
  ],
  "flattenedTokens": "protocol:OPENCLEW|unknown|profile capability:actually|supported|profile"
}

Facts JSON

[
  {
    "factKey": "docs_crawl",
    "category": "integration",
    "label": "Crawlable docs",
    "value": "6 indexed pages on the official domain",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  },
  {
    "factKey": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "Openclaw",
    "href": "https://github.com/openclaw/skills/tree/main/skills/1kalin/crm-manager",
    "sourceUrl": "https://github.com/openclaw/skills/tree/main/skills/1kalin/crm-manager",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:45:39.800Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T00:45:39.800Z",
    "isPublic": true
  },
  {
    "factKey": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/clawhub-skills-1kalin-crm-manager/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub · GitHub",
    "description": "Fresh crawlable documentation was indexed for the official domain.",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  }
]

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