hermes-marketing-dashboard

Q: How do I install hermes-marketing-dashboard?

Run npx skills add https://github.com/reason-machines/marketing-skills --skill hermes-marketing-dashboard 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/hermes-marketing-dashboard/ (personal) or .claude/skills/hermes-marketing-dashboard/ (project).

by reason-machinesData & Databases

Open-source marketing operations control center for AI agent teams with CRM, outreach, content ops, and analytics powered by OpenClaw + SQLite

Installs: 1K
Last 24h: —
Trending rank: —
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/reason-machines/marketing-skills --skill hermes-marketing-dashboard

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 hermes-marketing-dashboard 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.

Hermes Marketing Dashboard

Skill by ara.so — Marketing Skills collection.

Hermes Dashboard is an open-source marketing operations control center designed for AI agent teams. It provides CRM, outreach sequencing, content operations, analytics, and automation workflows in a single Next.js application powered by OpenClaw integration and local SQLite storage.

Installation

Prerequisites

Node.js 18+
pnpm (required) - install with npm install -g pnpm or corepack enable
OpenClaw CLI (optional but recommended for agent integration)

Quick Start

git clone https://github.com/builderz-labs/marketing-dashboard.git
cd marketing-dashboard
pnpm install
pnpm env:bootstrap
pnpm dev

The application will start at http://localhost:3000.

Configuration

Required Environment Variables

Create a .env.local file:

# Authentication (required)
AUTH_USER=admin
AUTH_PASS=your-secure-password-min-10-chars
API_KEY=your-api-key-for-programmatic-access

# Cookie security (false for HTTP local, true for HTTPS production)
AUTH_COOKIE_SECURE=false

# Database (auto-created in ./state)
DATABASE_URL=./state/hermes.db

OpenClaw Integration

For AI agent integration with OpenClaw:

# OpenClaw home directory
HERMES_OPENCLAW_HOME=/path/to/openclaw

# Default instance name
HERMES_DEFAULT_INSTANCE=main

# Multi-instance support (optional JSON array)
HERMES_OPENCLAW_INSTANCES='[{"name":"prod","path":"/openclaw/prod"},{"name":"dev","path":"/openclaw/dev"}]'

Security Configuration

# Host access lock (default: local-only)
HERMES_HOST_LOCK=local  # or 'off' or 'host1,host2'

# Writeback protection (keep false unless explicitly needed)
HERMES_ALLOW_POLICY_WRITE=false
HERMES_ALLOW_CRON_WRITE=false
HERMES_ALLOW_WORKSPACE_WRITE=false

Optional Analytics Integration

# Plausible Analytics
NEXT_PUBLIC_PLAUSIBLE_DOMAIN=yourdomain.com
PLAUSIBLE_API_KEY=your-plausible-api-key

# Google Analytics 4
NEXT_PUBLIC_GA4_ID=G-XXXXXXXXXX

1Password Runtime Overlay (Optional)

HERMES_1PASSWORD_MODE=auto  # off|auto|required
HERMES_OP_ENV_FILE=/etc/hermes-dashboard/hermes-dashboard.op.env

Key Commands

Development

# Start development server
pnpm dev

# Build for production
pnpm build

# Start production server
pnpm start

# Type checking
pnpm typecheck

# Linting
pnpm lint

# Run tests
pnpm test

# Run end-to-end tests
pnpm test:e2e

Database Management

# Bootstrap environment and database
pnpm env:bootstrap

# Reset database (warning: destructive)
pnpm db:reset

Template Export

# Audit template for sensitive data
./scripts/template-audit.sh

# Export clean template
./scripts/template-export.sh /path/to/output

Core API Patterns

CRM Lead Management

// app/api/crm/leads/route.ts
import { NextRequest, NextResponse } from 'next/server';
import { getDatabase } from '@/lib/db';

export async function GET(request: NextRequest) {
  const db = getDatabase();
  
  const leads = db.prepare(`
    SELECT id, email, name, source, status, created_at
    FROM crm_leads
    WHERE status = ?
    ORDER BY created_at DESC
  `).all('active');
  
  return NextResponse.json({ leads });
}

export async function POST(request: NextRequest) {
  const db = getDatabase();
  const { email, name, source, metadata } = await request.json();
  
  const result = db.prepare(`
    INSERT INTO crm_leads (email, name, source, metadata, status)
    VALUES (?, ?, ?, ?, 'new')
  `).run(email, name, source, JSON.stringify(metadata));
  
  return NextResponse.json({ id: result.lastInsertRowid }, { status: 201 });
}

Outreach Sequencing

// lib/outreach/sequence.ts
import { getDatabase } from '@/lib/db';

export interface OutreachSequence {
  id: number;
  name: string;
  steps: OutreachStep[];
  status: 'active' | 'paused' | 'archived';
}

export interface OutreachStep {
  order: number;
  delay_hours: number;
  template_id: string;
  channel: 'email' | 'linkedin' | 'twitter';
}

export function createSequence(
  name: string,
  steps: OutreachStep[]
): number {
  const db = getDatabase();
  
  const result = db.prepare(`
    INSERT INTO outreach_sequences (name, steps, status)
    VALUES (?, ?, 'active')
  `).run(name, JSON.stringify(steps));
  
  return result.lastInsertRowid as number;
}

export function enrollInSequence(
  leadId: number,
  sequenceId: number
): void {
  const db = getDatabase();
  
  db.prepare(`
    INSERT INTO outreach_enrollments (lead_id, sequence_id, current_step, status)
    VALUES (?, ?, 0, 'active')
  `).run(leadId, sequenceId);
}

export function pauseSequence(sequenceId: number): void {
  const db = getDatabase();
  
  db.prepare(`
    UPDATE outreach_sequences
    SET status = 'paused'
    WHERE id = ?
  `).run(sequenceId);
}

Content Operations

// lib/content/calendar.ts
import { getDatabase } from '@/lib/db';

export interface ContentItem {
  id: number;
  title: string;
  type: 'blog' | 'social' | 'email' | 'video';
  status: 'draft' | 'scheduled' | 'published';
  scheduled_at?: Date;
  published_at?: Date;
  metadata: Record<string, any>;
}

export function getContentCalendar(
  startDate: Date,
  endDate: Date
): ContentItem[] {
  const db = getDatabase();
  
  const items = db.prepare(`
    SELECT id, title, type, status, scheduled_at, published_at, metadata
    FROM content_items
    WHERE scheduled_at BETWEEN ? AND ?
    ORDER BY scheduled_at ASC
  `).all(startDate.toISOString(), endDate.toISOString());
  
  return items.map(item => ({
    ...item,
    metadata: JSON.parse(item.metadata as string),
    scheduled_at: item.scheduled_at ? new Date(item.scheduled_at) : undefined,
    published_at: item.published_at ? new Date(item.published_at) : undefined,
  }));
}

export function createContentItem(item: Omit<ContentItem, 'id'>): number {
  const db = getDatabase();
  
  const result = db.prepare(`
    INSERT INTO content_items (title, type, status, scheduled_at, metadata)
    VALUES (?, ?, ?, ?, ?)
  `).run(
    item.title,
    item.type,
    item.status,
    item.scheduled_at?.toISOString(),
    JSON.stringify(item.metadata)
  );
  
  return result.lastInsertRowid as number;
}

OpenClaw Agent Integration

// lib/openclaw/agents.ts
import { readdir, readFile } from 'fs/promises';
import { join } from 'path';

export interface OpenClawAgent {
  name: string;
  description: string;
  type: 'agent' | 'squad';
  capabilities: string[];
  config: Record<string, any>;
}

export async function discoverAgents(
  openclawHome: string
): Promise<OpenClawAgent[]> {
  const agentsDir = join(openclawHome, 'agents');
  const agents: OpenClawAgent[] = [];
  
  try {
    const entries = await readdir(agentsDir, { withFileTypes: true });
    
    for (const entry of entries) {
      if (entry.isDirectory()) {
        const configPath = join(agentsDir, entry.name, 'agent.json');
        try {
          const configData = await readFile(configPath, 'utf-8');
          const config = JSON.parse(configData);
          
          agents.push({
            name: entry.name,
            description: config.description || '',
            type: config.type || 'agent',
            capabilities: config.capabilities || [],
            config,
          });
        } catch (err) {
          console.warn(`Could not load agent config for ${entry.name}`);
        }
      }
    }
  } catch (err) {
    console.error('Failed to discover agents:', err);
  }
  
  return agents;
}

Cron Job Management

// lib/cron/scheduler.ts
import { getDatabase } from '@/lib/db';

export interface CronJob {
  id: number;
  name: string;
  schedule: string;  // cron expression, 'every 1h', or 'at 09:00'
  agent: string;
  task: string;
  enabled: boolean;
  last_run?: Date;
}

export function createCronJob(job: Omit<CronJob, 'id'>): number {
  const db = getDatabase();
  
  const result = db.prepare(`
    INSERT INTO cron_jobs (name, schedule, agent, task, enabled)
    VALUES (?, ?, ?, ?, ?)
  `).run(job.name, job.schedule, job.agent, job.task, job.enabled ? 1 : 0);
  
  return result.lastInsertRowid as number;
}

export function getCronJobs(): CronJob[] {
  const db = getDatabase();
  
  const jobs = db.prepare(`
    SELECT id, name, schedule, agent, task, enabled, last_run
    FROM cron_jobs
    ORDER BY name ASC
  `).all();
  
  return jobs.map(job => ({
    ...job,
    enabled: Boolean(job.enabled),
    last_run: job.last_run ? new Date(job.last_run) : undefined,
  }));
}

export function updateLastRun(jobId: number): void {
  const db = getDatabase();
  
  db.prepare(`
    UPDATE cron_jobs
    SET last_run = ?
    WHERE id = ?
  `).run(new Date().toISOString(), jobId);
}

Authentication Patterns

Session-Based Auth

// middleware.ts
import { NextResponse } from 'next/server';
import type { NextRequest } from 'next/server';

export function middleware(request: NextRequest) {
  const session = request.cookies.get('hermes-session');
  
  if (!session && request.nextUrl.pathname.startsWith('/api/')) {
    return NextResponse.json({ error: 'Unauthorized' }, { status: 401 });
  }
  
  return NextResponse.next();
}

export const config = {
  matcher: '/api/:path*',
};

API Key Auth

// lib/auth/api-key.ts
import { NextRequest } from 'next/server';

export function validateApiKey(request: NextRequest): boolean {
  const authHeader = request.headers.get('authorization');
  
  if (!authHeader || !authHeader.startsWith('Bearer ')) {
    return false;
  }
  
  const token = authHeader.substring(7);
  return token === process.env.API_KEY;
}

// Usage in API route
export async function GET(request: NextRequest) {
  if (!validateApiKey(request)) {
    return NextResponse.json({ error: 'Invalid API key' }, { status: 401 });
  }
  
  // Continue with request...
}

Analytics Integration

Track Events

// lib/analytics/events.ts
import { getDatabase } from '@/lib/db';

export interface AnalyticsEvent {
  event_type: string;
  properties: Record<string, any>;
  user_id?: string;
  session_id?: string;
}

export function trackEvent(event: AnalyticsEvent): void {
  const db = getDatabase();
  
  db.prepare(`
    INSERT INTO analytics_events (event_type, properties, user_id, session_id, timestamp)
    VALUES (?, ?, ?, ?, ?)
  `).run(
    event.event_type,
    JSON.stringify(event.properties),
    event.user_id,
    event.session_id,
    new Date().toISOString()
  );
}

export function getKPIs(startDate: Date, endDate: Date) {
  const db = getDatabase();
  
  return {
    leads: db.prepare(`
      SELECT COUNT(*) as count FROM crm_leads
      WHERE created_at BETWEEN ? AND ?
    `).get(startDate.toISOString(), endDate.toISOString()),
    
    outreach_sent: db.prepare(`
      SELECT COUNT(*) as count FROM outreach_messages
      WHERE sent_at BETWEEN ? AND ?
    `).get(startDate.toISOString(), endDate.toISOString()),
    
    content_published: db.prepare(`
      SELECT COUNT(*) as count FROM content_items
      WHERE published_at BETWEEN ? AND ?
    `).get(startDate.toISOString(), endDate.toISOString()),
  };
}

Component Patterns

Dashboard Widget

// components/dashboard/LeadsFunnel.tsx
'use client';

import { useEffect, useState } from 'react';

interface FunnelData {
  stage: string;
  count: number;
}

export function LeadsFunnel() {
  const [data, setData] = useState<FunnelData[]>([]);
  
  useEffect(() => {
    fetch('/api/crm/funnel')
      .then(res => res.json())
      .then(setData);
  }, []);
  
  return (
    <div className="funnel-widget">
      <h3>Pipeline Funnel</h3>
      {data.map(stage => (
        <div key={stage.stage} className="funnel-stage">
          <span>{stage.stage}</span>
          <span>{stage.count}</span>
        </div>
      ))}
    </div>
  );
}

Troubleshooting

Database Lock Errors

SQLite database locks can occur with concurrent writes:

// lib/db.ts
import Database from 'better-sqlite3';

let db: Database.Database | null = null;

export function getDatabase(): Database.Database {
  if (!db) {
    db = new Database(process.env.DATABASE_URL || './state/hermes.db');
    db.pragma('journal_mode = WAL'); // Write-Ahead Logging for better concurrency
    db.pragma('busy_timeout = 5000'); // 5 second timeout
  }
  return db;
}

OpenClaw Agent Discovery Fails

Ensure HERMES_OPENCLAW_HOME points to valid directory:

# Verify path
ls $HERMES_OPENCLAW_HOME/agents

# Check permissions
chmod -R u+r $HERMES_OPENCLAW_HOME/agents

Session Cookie Not Persisting

For HTTPS deployments, ensure:

AUTH_COOKIE_SECURE=true

For local HTTP development:

AUTH_COOKIE_SECURE=false

Host Lock Blocking Access

If you need to access from network:

# Disable (not recommended for production)
HERMES_HOST_LOCK=off

# Allow specific hosts
HERMES_HOST_LOCK=localhost,192.168.1.100,mydomain.com

API Authentication Failures

Verify API key in request headers:

curl -H "Authorization: Bearer $API_KEY" http://localhost:3000/api/crm/leads

Check environment variable is loaded:

// In API route
if (!process.env.API_KEY) {
  console.error('API_KEY not configured');
}

Production Deployment

Security Checklist

Change default credentials:

AUTH_USER=your-admin-username
AUTH_PASS=strong-password-min-10-chars
API_KEY=cryptographically-secure-key

Enable HTTPS cookie security:
```
AUTH_COOKIE_SECURE=true
```
Keep host lock enabled:
```
HERMES_HOST_LOCK=yourdomain.com
```

Keep writeback disabled unless required:

HERMES_ALLOW_POLICY_WRITE=false
HERMES_ALLOW_CRON_WRITE=false
HERMES_ALLOW_WORKSPACE_WRITE=false

Build and Deploy

pnpm build
pnpm start

For Docker deployment:

FROM node:18-alpine

WORKDIR /app

COPY package.json pnpm-lock.yaml ./
RUN corepack enable && pnpm install --frozen-lockfile

COPY . .
RUN pnpm build

EXPOSE 3000
CMD ["pnpm", "start"]

Common Patterns

Multi-Instance OpenClaw Setup

// lib/openclaw/instances.ts
export function getInstances(): Array<{name: string, path: string}> {
  const instancesEnv = process.env.HERMES_OPENCLAW_INSTANCES;
  
  if (instancesEnv) {
    return JSON.parse(instancesEnv);
  }
  
  return [{
    name: process.env.HERMES_DEFAULT_INSTANCE || 'main',
    path: process.env.HERMES_OPENCLAW_HOME || './openclaw'
  }];
}

Audit Logging

// lib/audit/logger.ts
import { getDatabase } from '@/lib/db';

export function logAuditEvent(
  action: string,
  userId: string,
  metadata: Record<string, any>
): void {
  const db = getDatabase();
  
  db.prepare(`
    INSERT INTO audit_log (action, user_id, metadata, timestamp)
    VALUES (?, ?, ?, ?)
  `).run(action, userId, JSON.stringify(metadata), new Date().toISOString());
}

FAQ

What does the hermes-marketing-dashboard skill do?

Open-source marketing operations control center for AI agent teams with CRM, outreach, content ops, and analytics powered by OpenClaw + SQLite

How do I install hermes-marketing-dashboard?

Run npx skills add https://github.com/reason-machines/marketing-skills --skill hermes-marketing-dashboard 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/hermes-marketing-dashboard/ (personal) or .claude/skills/hermes-marketing-dashboard/ (project).

Which AI agents can use hermes-marketing-dashboard?

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 hermes-marketing-dashboard 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 hermes-marketing-dashboard?

It is published by reason-machines in reason-machines/marketing-skills. It has 1,030 recorded installs.

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hermes-marketing-dashboard

Install

Install

Describe the task

Review the result

SKILL.md

Hermes Marketing Dashboard

Installation

Prerequisites

Quick Start

Configuration

Required Environment Variables

OpenClaw Integration

Security Configuration

Optional Analytics Integration

1Password Runtime Overlay (Optional)

Key Commands

Development

Database Management

Template Export

Core API Patterns

CRM Lead Management

Outreach Sequencing

Content Operations

OpenClaw Agent Integration

Cron Job Management

Authentication Patterns

Session-Based Auth

API Key Auth

Analytics Integration

Track Events

Component Patterns

Dashboard Widget

Troubleshooting

Database Lock Errors

OpenClaw Agent Discovery Fails

Session Cookie Not Persisting

Host Lock Blocking Access

API Authentication Failures

Production Deployment

Security Checklist

Build and Deploy

Common Patterns

Multi-Instance OpenClaw Setup

Audit Logging

FAQ

More from reason-machines/marketing-skills

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