Agent Skills

deal-sourcing

✓★ 33,111

by anthropics

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".

call-prep

✓★ 22,378

by anthropic

Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

daily-briefing

✓★ 22,378

by anthropic

Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".

draft-outreach

✓★ 22,378

by anthropic

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".

call-summary

✓★ 22,378

by anthropic

Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.

vendor-check

✓★ 22,378

by anthropic

Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.

build-zoom-phone-integration

✓★ 22,378

by anthropic

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

account-research

✓★ 22,378

by anthropic

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

dv-overview

✓★ 163

by microsoft

Tool routing and cross-cutting rules for Dataverse work — which skill applies to which task, environment-confirmation, and pull-to-repo. Use when the user mentions Dataverse, Dynamics 365, Power Platform, or CRM; this skill picks the specialist (dv-connect / dv-data / dv-metadata / dv-query / dv-solution / dv-admin / dv-security) for the request.

suggesting-data-imports

★ 49

by posthog

Use when the user asks about revenue, payments, subscriptions, billing, CRM deals, support tickets, production database tables, or other data that PostHog does not collect natively. Also use when a query fails because a table does not exist or returns no results for expected external data. The data warehouse can import from SaaS tools (Stripe, Hubspot, etc.), production databases (Postgres, MySQL, BigQuery, Snowflake), and other arbitrary data sources. Covers checking existing sources, identifyi