dealdesk-find-or-create-customer
Search the DealDesk customer directory and create a company or contact only when no match exists.
Skill by agenthouse-org
Chalk Labs
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/agenthouse-org-dealdesk-find-or-create-customer
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Reviews
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Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/dealdesk-find-or-create-customer
What's inside
- Skill name
dealdesk-find-or-create-customer- Description
- Search the DealDesk customer directory and create a company or contact only when no match exists. Use for company or contact lookup.
- License
- MIT
- Instructions
- 11 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
--- name: dealdesk-find-or-create-customer description: Search the DealDesk customer directory and create a company or contact only when no match exists. Use for company or contact lookup. --- # Find or create a company / contact Tools: `dealdesk.list_companies`, `dealdesk.get_company`, `dealdesk.create_company`, `dealdesk.patch_company`, `dealdesk.list_contacts`, `dealdesk.get_contact`, `dealdesk.create_contact`, `dealdesk.patch_contact` Search the customer directory first. Create only when no suitable match exists. Update with `dealdesk.patch_company` / `dealdesk.patch_contact` using `expectedRevision` from get. Companies: send `legalName` or `name` (maps to `legalName`). `externalId` is optional and auto-generated as `local-company-<uuid>` when omitted. Contacts: send `displayName` or `name` (or first/last name). `externalId` is optional and auto-generated as `local-contact-<uuid>` when omitted.
From agenthouse-org/dealdesk-plugin, MIT.
More from agenthouse-org/dealdesk-plugin
- 0.565score
dealdesk-create-card
agenthouse-org
Create or update a DealDesk desk card (title, stage, description, owner, priority, company/contact, deal estimates, quote value override).
SkillAFreshness: AClaude Code +9 - 0.565score
dealdesk-help
agenthouse-org
Explain DealDesk capabilities, slash commands, and hard limits.
SkillAFreshness: AClaude Code +9 - 0.561score
dealdesk-log-card-activity
agenthouse-org
Add internal notes or log email and other status updates on a DealDesk card timeline.
SkillAFreshness: AClaude Code +9 - 0.561score
dealdesk-manage-cases
agenthouse-org
List, create, and update DealDesk cases.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-craft-quote
agenthouse-org
Guide the user to craft an excellent classic DealDesk quote.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-publish-portfolio
agenthouse-org
Preview a DealDesk portfolio publish and confirm only when blockers are clear.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-quote-from-portfolio
agenthouse-org
Evaluate a configuration and create a DealDesk quote from the published portfolio.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-evaluate-configuration
agenthouse-org
Run a side-effect free DealDesk CPQ evaluation against the portfolio.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-share-quote
agenthouse-org
Inspect DealDesk quote status and create or update customer share links.
SkillAFreshness: AClaude Code +9 - 0.556score
dealdesk-directory-activity
agenthouse-org
Read commercial summaries and add or patch notes on a DealDesk company or contact.
SkillAFreshness: AClaude Code +9 - 0.556score
dealdesk-manage-orders
agenthouse-org
Work with DealDesk orders.
SkillAFreshness: AClaude Code +9 - 0.556score
dealdesk-export-analysis
agenthouse-org
Export DealDesk data for offline analysis with the bounded Deal Intelligence export.
SkillAFreshness: AClaude Code +9
Signals
- Stars
- 0
- Forks
- 0
- Open issues
- 1
- Last commit (this folder)
- Oct 4, 2026 (27 days ago)
- Last release
- Oct 11, 2026 (20 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- Website
- agenthouse.org
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from agenthouse-org
- 0.565score
dealdesk-help
agenthouse-org
Explain DealDesk capabilities, slash commands, and hard limits.
SkillAFreshness: AClaude Code +9 - 0.565score
dealdesk-create-card
agenthouse-org
Create or update a DealDesk desk card (title, stage, description, owner, priority, company/contact, deal estimates, quote value override).
SkillAFreshness: AClaude Code +9 - 0.561score
dealdesk-manage-cases
agenthouse-org
List, create, and update DealDesk cases.
SkillAFreshness: AClaude Code +9 - 0.561score
dealdesk-log-card-activity
agenthouse-org
Add internal notes or log email and other status updates on a DealDesk card timeline.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-evaluate-configuration
agenthouse-org
Run a side-effect free DealDesk CPQ evaluation against the portfolio.
SkillAFreshness: AClaude Code +9 - 0.559score
dealdesk-quote-from-portfolio
agenthouse-org
Evaluate a configuration and create a DealDesk quote from the published portfolio.
SkillAFreshness: AClaude Code +9
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Cite this page
dealdesk-find-or-create-customer skill. Agent Mart. https://agentmart.dev/skills/agenthouse-org-dealdesk-find-or-create-customer (last updated 2026-10-24)