reggiechan74/crm-mcp-server/competitive-intel

Claude Code and agent skill by reggiechan74/crm-mcp-server

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Use when the user wants a full intelligence picture on an organization, such as "what do I know about [org]", "intel on [company]", "who do I know at [org]", "competitive intel", "org brief", "where are they strong/weak", "who in my network touched them", or "how should I position against [org]".

Install

npx vskill@latest install reggiechan74/crm-mcp-server/competitive-intel

SKILL.md

Purpose

Synthesize everything your CRM knows about a competing or target organization.

Workflow

  1. Run crm_vector_search to find all contacts mentioning the organization.
  2. For each hit, run crm_read for index, intelligence-strategic, and the tracking file.
  3. Cross-reference who works there, who used to work there, and who does deals with them.
  4. Run crm_connections to map inter-organizational relationships.

Output Template

markdown
# Competitive Intelligence: [Organization]
 
## Your Contacts There ([count])
| Contact | Role | Status | Relationship | Last Contact |
|---------|------|--------|:------------:|:------------:|
 
## Former Employees in Your Network
| Contact | When They Left | Current Org | Intel Value |
 
## Deal Activity Involving [Org]
[Aggregated from tracking files across all contacts]
 
## Intelligence Summary
| Dimension | Assessment |
|-----------|-----------|
| Market Position | [from intelligence-strategic files] |
| Key Strengths | [aggregated] |
| Known Vulnerabilities | [aggregated] |
| Recent Changes | [from log entries] |
 
## Your Positioning
-Advantages: [where you're stronger]
-Risks: [where they're stronger]
-Opportunities: [gaps you can exploit]
 
## Recommended Next Actions
1.[Highest-priority intelligence action]
2.[Relationship to strengthen for better intel access]
3.[Gap to fill — contact to create or enrich]

Edge Cases

  • Zero results: If crm_vector_search returns no contacts mentioning this organization, say so plainly and suggest the user add intel via enrich-contact or post-meeting after their next relevant interaction.
  • Former employees: Pay special attention to contacts who previously worked at the target org — they often have the most candid intelligence.

Shared Conventions

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

Security

  • Security scanPassed, 90 of 100Pattern checks on the skill's files.
  • Model reviewPassed

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