bel-crm-db

Community

Automates CRM data ops with safe SQL patterns.

Authorbennoloeffler
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill guides safe, schema-aware CRM data operations by documenting the PostgreSQL MCP server limitations and the CRM schema, reducing guesswork and preventing common errors when reading or writing CRM data.

Core Features & Use Cases

  • Schema-aware guidance for tables like company_site, person, sales_opportunity, and event, including how related data flows between entities.
  • Safe SQL patterns: two-step insert-and-read patterns to obtain IDs without using forbidden constructs.
  • Use Case: insert a new company_site, then retrieve its ID with a separate read_query to link related records.

Quick Start

Before attempting inserts, refer to bel-crm-sql-rules and apply the recommended two-step pattern (write, then read) to obtain IDs in MCP contexts.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: bel-crm-db
Download link: https://github.com/bennoloeffler/bassi/archive/main.zip#bel-crm-db

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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