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Add crm vibe skill#125

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add-crm-vibe-skill
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Add crm vibe skill#125
azeem-ibl wants to merge 2 commits into
mainfrom
add-crm-vibe-skill

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@azeem-ibl

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What

Six new skills covering the Platform-scoped CRM REST API at /api/crm/, following the same family pattern as iblai-agent-* and iblai-security-*:

Skill Purpose
/iblai-crm-overview Reference + family index (auth, seeded defaults, RBAC, sub-skill map)
/iblai-crm-lead-flow Lead capture, contacts table, organizations, link/invite/merge
/iblai-crm-deal-flow Pipelines, stages, lead sources, kanban + move-stage/won/lost
/iblai-crm-activity Timeline panel for persons and deals (call/meeting/note/task/etc.)
/iblai-crm-tag Tag CRUD + attach/detach across persons/orgs/deals
/iblai-crm-notification Reference for the three CRM event types and recipient routing

Each skill ships its SKILL.md plus condensed references/*.md files (API field tables, state machine, onboarding decision tree, etc.).

Why

Developers wanting to ship a CRM surface previously had to read the 4337-line CRM doc end-to-end. The suite breaks the API down along the workflow seams the doc already uses, so a developer can invoke /iblai-crm-deal-flow and walk straight to a working kanban.

Also in this PR

  • CLAUDE.md skill table — 6 new rows registering the suite
  • adapters/cursor/iblai-crm-*.mdc + adapters/codex/iblai-crm-*.md — generated variants

amh-azeem added 2 commits June 6, 2026 08:39
Six skills for the Platform-scoped CRM REST API: overview (reference + index),
lead-flow (persons + organizations + onboarding), deal-flow (pipelines + kanban
+ state machine), activity (timeline), tag (CRUD + attach/detach), and
notification (event types reference). Follows the iblai-agent-* family pattern.
Personal per-developer notebook — must never be committed to a shared repo.
@azeem-ibl

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Closed as it has already been added by

#126
#127
#128

@azeem-ibl azeem-ibl closed this Jun 11, 2026
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