reggiechan74/crm-mcp-server/crm-health

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

Trust tier 3
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Checking that the SKILL.md file is still in the repository.

Use when the user wants CRM quality scoring and audit findings, including "CRM health check", "audit my CRM", "how complete are my files", "dossier quality", "what's broken", "data quality report", "cleanliness check", "template compliance", "give me a CRM scorecard", "fix my CRM", "stale contacts", or "which contacts need updating".

Install

npx vskill@latest install reggiechan74/crm-mcp-server/crm-health

SKILL.md

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.

Security

  • Security scanPassed, 95 of 100Pattern checks on the skill's files.
  • Model reviewPassed

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Quality evaluation

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Source

Popularity

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5

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Works with

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