Buildr CRM

Query and update Buildr CRM deals, accounts, contacts, and activities via the Envision-MCP gateway.

1|Updated May 17, 2026
One-click install
npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill buildr-crm-envision-construction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Buildr CRM
Source: https://github.com/Envision-Construction/Envision-Skill-Repo/tree/main/plugins/construction/buildr/skills/crm
Command: npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill buildr-crm-envision-construction

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Envision Construction employees need a single, reliable way to read and write Buildr CRM data — pipeline, deals, accounts, contacts, activities, and project handoffs — without learning the Buildr API or handling OAuth credentials directly. ## Core Features & Use Cases - Full CRM surface access: Routes all requests through the Envision-MCP gateway's buildr_read and buildr_write tools, covering 12 typed resources (deals, pipeline, companies, contacts, projects, activities, tasks, tags, users, custom_fields, reports, connection) plus 37 generic CRUD resources including financials, project documents, and workforce assignments. - Schema-safe writes: Documents required fields, validation rules (extra="forbid"), and common footguns such as cents-based financial amounts and mutually exclusive email body fields, preventing INVALID_OPERATION and VALIDATION_ERROR failures. - Use Case: A BD manager asks "move the Marina Vista deal to negotiation and log the call I just had" — the skill issues buildr_write deals.move_stage and activities.log_call calls with the correct parameters in one turn. ## Quick Start Ask the assistant to list all open deals in the Buildr pipeline with their values and stages.

Frequently Asked Questions about Buildr CRM

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create or update a deal in Buildr CRM?▼

Call mcp__envision-mcp__buildr_write with resource="deals" and action="create", "update", "move_stage", "win", or "lose". Creating a deal requires a name; value, company_id, and stage are optional, and move_stage requires the target stage plus the deal id.

How do I log a call or meeting in Buildr CRM?▼

Use buildr_write with resource="activities" and action="log_call" or "log_meeting", which only require a contact_id. Do not confuse these with the generic calls and meetings resources, which require additional fields like call_outcome_id, company_id, and recorded_at.

Does the Buildr integration require an API key in the session?▼

No. The Envision-MCP gateway holds the OAuth2 client-credentials grant and refreshes the access token automatically every two hours. Sessions only call the buildr_read and buildr_write gateway tools and never see the API key.

Why does buildr_write return VALIDATION_ERROR or INVALID_OPERATION?▼

VALIDATION_ERROR means params failed pydantic validation — write schemas use extra="forbid", so unknown keys are rejected. INVALID_OPERATION means the resource.action pair is unsupported, such as calling a write verb on a list-only reference resource like trades or divisions.

How are financial amounts formatted in Buildr API requests?▼

All Buildr financial fields use integer cents with _in_cents suffixes, so $15,000 is passed as amount_in_cents: 1500000. Never pass decimal dollar values to resources like financials_change_orders or financials_prime_contracts.

What are the limitations of the Buildr CRM integration?▼

Large list reads of 1000+ records can take 5-15 seconds because the gateway paginates internally. Rate limits are 20 requests per 10 seconds, 2,000 per hour, and 48,000 per day per Buildr account, shared across all integrations on that account.