CRM

Reference skill for working with the Twenty CRM. Detailed setup and schema docs live in admin/crm/README.md.

MCP connectors

Connector	Purpose
CRM	Read and update contacts, deals, activities

Quick reference

• CRM: Twenty (self-hosted)
• MCP tools: Use the Twenty MCP server - always start with get_tool_catalog
• Detailed docs: admin/crm/README.md

Key patterns

1. Always discover tools first - call get_tool_catalog before any CRM operation
2. Learn before executing - call learn_tools to get input schemas for unfamiliar tools
3. Group-by for analytics - use group_by tools for comparative/aggregate queries
4. Find for records - use find tools for retrieving specific records
5. Multiple metrics - run multiple group_by calls and merge results

Common operations

Task	Approach
Look up a company	find by company name
Check deal pipeline	group_by stage, sum ARR
Get contact details	find by company or email domain
Update a deal stage	execute_tool with the update tool

Guardrails

• Never delete CRM records - archive or flag instead
• Never bulk-update without confirmation - show the change list first
• Always verify ambiguous matches - if a search returns multiple results, ask
• Log significant changes - note CRM updates in the relevant agent's log

Self-improvement

After the CAO corrects a CRM operation or query:

1. If the correction reveals a CRM schema quirk (e.g. "use display name not slug for deal stages"), add it to the Key patterns section above
2. If a common operation is missing from the Quick reference table, add it
3. Update admin/crm/_insights.md with the correction and the right approach
4. If a new tool or query pattern proves reliable, add it to the Common operations table