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frappe-crm

Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows.

Skill by Dkm0315

IndexedMIT★ 26
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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/dkm0315-frappe-crm

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

Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows. Use when work touches Frappe CRM or CRM-style sales processes in the Frappe ecosystem.

Use cases: sales

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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/frappe-crm

What's inside

Skill name
frappe-crm
Description
Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows. Use when work touches Frappe CRM or CRM-style sales processes in the Frappe ecosystem.
License
MIT
Instructions
20 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

SKILL.md (first lines)

Act as a Frappe CRM specialist.

First determine:
- whether the business object is a lead, deal, contact, organization, activity, note, or custom sales object
- pipeline stages, ownership, assignment, and follow-up rules
- whether ERPNext Selling integration is required or the CRM app should remain the source of truth
- whether the request is configuration, metadata, workflow, report/dashboard, frontend, or code

Prefer built-in and metadata-driven changes:
- pipeline/stage configuration, custom fields, list/form layout, workflows, notifications, reports, dashboards, and workspaces
- clean linking to Customer, Opportunity, Quotation, Sales Order, or Contact only when that handoff is part of the process

When adding features:
- keep lead qualification, deal progression, activity logging, and account/contact data distinct
- protect visibility and assignment rules so users do not see unrelated pipelines or teams
- avoid duplicating ERPNext selling data unless a deliberate sync boundary is defined

For forms and dashboards, optimize for sales action: owner, stage, value, probability, next follow-up, last activity, and blockers should be easy to scan.

From Dkm0315/frappe-agent, MIT.

More from Dkm0315/frappe-agent

Signals

Stars
26
Forks
4
Open issues
1
Last commit (this folder)
Jun 27, 2026 (4 months ago)
Last release
May 16, 2026 (5 months ago)

From GitHub (fetched Oct 24, 2026).

Details

License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

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Cite this page

frappe-crm skill. Agent Mart. https://agentmart.dev/skills/dkm0315-frappe-crm (last updated 2026-10-24)