crm-health

Files (1)

• SKILL.md

SKILL.md (first lines)

## Purpose
Structural health assessment across the entire CRM: template compliance, fill rates, and data quality.

## Workflow
1. Run `crm_stats` for baseline metrics.
2. Run `crm_audit` for the 5-pass audit (compliance, misplaced, stale, duplicates, ordering).
3. Run `crm_search` by category to scan fill-rate distribution.
4. Aggregate findings by severity and category.
5. Ask before file output: `Save this report to a file? [Y/path/N]`.
6. If yes, write to the provided path or default `09_AGENT_REPORTS/crm/`.

## Output Template
```markdown
# CRM Health Report — [Date]

## Overall Score: [X/100]
| Metric | Value | Status |
|--------|-------|--------|
| Total Contacts | [N] | — |
| Avg Fill Rate | [X%] | [Good/Needs Work] |
| Template Compliance | [X%] | [Good/Needs Work] |
| Stale Contacts (>30d) | [N] | [Concern if >50%] |
| Orphaned (no connections) | [N] | [Concern if high] |
| Zero-Log Contacts | [N] | [Concern if high] |

## Issues Found
### Critical
- [e.g., "12 contacts missing INDEX.md snapshot data"]

### Moderate
- [e.g., "8 contacts have content in wrong tier files"]

### Minor
- [e.g., "3 contacts have sections out of template order"]

## Category Breakdown
| Category | Contacts | Avg Fill | Stale | Issues |
|----------|:--------:|:--------:|:-----:|:------:|
| Network | 60 | 88% | 42 | 15 |
| Family | 13 | 95% | 3 | 2 |
| ... | | | | |

## Recommended Next Actions
1. Run `crm_repair` on [N] contacts with auto-fixable issues
2. Prioritize enrichment for [contacts with lowest fill rates]
3. Review [stale contacts] for archive candidates
```

## Scoring Formula
Compute overall score as: `(avg_fill_rate × 0.4) + (template_compliance × 0.3) + (non_stale_percentage × 0.2) + (connected_percentage × 0.1)`, scaled to 100. This ensures consistent scoring across invocations.

## Shared Conventions
See `skills/_shared/conventions.md` for output format, contact resolution, token awareness, and error handling rules.

From reggiechan74/crm-mcp-server, MIT.

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