crm-cleanup

Q: How do I install crm-cleanup?

Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill crm-cleanup in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/crm-cleanup/ (personal) or .claude/skills/crm-cleanup/ (project).

by anthropics OfficialBusiness & Finance

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.

Installs: 1.4K
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Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/anthropics/knowledge-work-plugins --skill crm-cleanup

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads crm-cleanup automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Run a HubSpot hygiene pass using the crm-maintenance skill cleanup workflow. Act immediately — the user typed /crm-cleanup, so skip the intent-detection step.

Parse arguments:

--scope (default: all) — deals for deal audit only, contacts for contact dedup only, all for both

Step 1 — Scan for stale deals

If scope includes deals:

Pull all open deals from HubSpot.
Flag deals with no activity (email, call, meeting, note) in the last 14 days.
For each stale deal: show deal name, stage, last activity date, associated contacts, and amount.
Propose actions per deal: update next-step, change stage, add a note, or close-lost.

Present the full stale-deals list before making any changes.

Step 2 — Scan for duplicate contacts

If scope includes contacts:

Search HubSpot contacts for likely duplicates (same email, similar names, same company + similar name).
For each duplicate set: show both records side-by-side — name, email, company, deals, last activity.
Propose which record to keep and which fields to merge.

Present all duplicate sets before merging anything.

Step 3 — Scan for missing required fields

Check all open deals for missing fields: close date, amount, deal stage, associated contact, next-step/notes.
Check contacts associated with open deals for missing fields: email, company, phone.
Present a table of records with missing fields and what's missing.

Step 4 — Apply approved fixes

Walk through each finding from Steps 1-3.
Apply only the changes the owner explicitly approves.
Report each change as it's made with a HubSpot link.

Connector failures

If HubSpot is unreachable, stop — this command requires HubSpot as the data source. Tell the owner: "HubSpot isn't connected. Connect it in Cowork settings, then rerun /crm-cleanup."

Approval gates

Never delete records. Not contacts, not deals, not activities. If the user asks, say the skill cannot and direct them to HubSpot.
Never change deal stage or close a deal without explicit approval. Even if evidence is strong. Flag and defer.
Never auto-merge duplicate contacts. Show side-by-side and wait for approval per pair.
Side-by-side diffs for all changes. Show current value and proposed value; wait for approval per item.

Output

End with a summary: X deals updated, Y contacts merged, Z fields filled. Include links to the affected records.

FAQ

What does the crm-cleanup skill do?

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.

How do I install crm-cleanup?

Run npx skills add https://github.com/anthropics/knowledge-work-plugins --skill crm-cleanup in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/crm-cleanup/ (personal) or .claude/skills/crm-cleanup/ (project).

Which AI agents can use crm-cleanup?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is crm-cleanup safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains crm-cleanup?

It is published by anthropics in anthropics/knowledge-work-plugins, and it is an official skill from the maker of the technology it covers. It has 1,418 recorded installs.