MCPInstall

identity-resolution

Use to match accounts, contacts, and opportunities across enrichment sources with governed rules.

Installs
71
Last 24h
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Security
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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/gtmagents/gtm-agents --skill identity-resolution
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads identity-resolution automatically when relevant.

  3. 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.

Identity Resolution Playbook Skill

When to Use

  • Normalizing provider outputs before syncing to CRM/CDP.
  • Tying intent, enrichment, and product telemetry to the same account/contact IDs.
  • Diagnosing duplicate or conflicting records in downstream systems.

Framework

  1. Key Hierarchy – define primary/secondary keys (domain, account_id, email, person_id).
  2. Matching Logic – configure deterministic and fuzzy rules, tie-breakers, and confidence scoring.
  3. Conflict Handling – specify precedence rules, merge policies, and exception queues.
  4. Governance – document owners, change control, and monitoring cadence.
  5. Audit Trail – capture lineage metadata, before/after snapshots, and rollback steps.

Templates

  • Matching rule matrix (field, rule type, weight, confidence threshold).
  • Exception queue workflow with owners + SLAs.
  • Audit workbook for sampling matches vs source-of-truth.

Tips

  • Start with deterministic keys (domain, CRM ID) before fuzzy logic to reduce noise.
  • Version rules so downstream teams know when behavior changes.
  • Pair with signal-taxonomy to keep IDs aligned with schema updates.

FAQ

What does the identity-resolution skill do?

Use to match accounts, contacts, and opportunities across enrichment sources with governed rules.

How do I install identity-resolution?

Run npx skills add https://github.com/gtmagents/gtm-agents --skill identity-resolution 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/identity-resolution/ (personal) or .claude/skills/identity-resolution/ (project).

Which AI agents can use identity-resolution?

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 identity-resolution 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 identity-resolution?

It is published by gtmagents in gtmagents/gtm-agents. It has 71 recorded installs.

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