lookup

Use whenever the user mentions the CRM or wants to find someone's record — "crm", "check the crm", "is X in the crm", "look up X", "pull up X", "find X", "X's…

Skill by reggiechan74

IndexedMIT

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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/reggiechan74-lookup

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

Use whenever the user mentions the CRM or wants to find someone's record — "crm", "check the crm", "is X in the crm", "look up X", "pull up X", "find X", "X's file / dossier / record", "where is X's dossier", "who is X", "what's X's email / phone / org / title", "when did I last talk to X", "what did X say about Y". Finds the person or organization through the CRM's SQLite index and points to the exact dossier file without searching the repo. For a full pre-meeting brief ("brief me", "prep me"), use intel-briefing instead.

Use cases: sales, productivity

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/lookup

What's inside

Skill name: lookup
Description: Use whenever the user mentions the CRM or wants to find someone's record — "crm", "check the crm", "is X in the crm", "look up X", "pull up X", "find X", "X's file / dossier / record", "where is X's dossier", "who is X", "what's X's email / phone / org / title", "when did I last talk to X", "what did X say about Y". Finds the person or organization through the CRM's SQLite index and points to the exact dossier file without searching the repo. For a full pre-meeting brief ("brief me", "prep me"), use intel-briefing instead.
License: MIT
Instructions: 48 lines in SKILL.md · view on GitHub

Agent Skills spec issues

allowed-tools: must be a space-separated string

Files (1)

SKILL.md

Read SKILL.md on GitHub

Signals

Stars: 0
Forks: 0
Open issues: 0
Last commit (this folder): Sep 25, 2026 (1 month ago)

From GitHub (fetched Oct 24, 2026).

Details

License: MIT
Repository: github.com/reggiechan74/crm-mcp-server
First seen: Oct 24, 2026
Last checked: Oct 24, 2026
Source: GitHub github-graphql

More from reggiechan74

Cite this page

lookup skill. Agent Mart. https://agentmart.dev/skills/reggiechan74-lookup (last updated 2026-10-24)