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自动化 最近更新01-31

crm-automation

| 2026-08-01 收录

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📊 公开数据一览

📦 榜单安装量4.4K
⭐ GitHub Stars355(fork 75)
🗓️ 最近推送2026-01-31
🌱 项目创建2026-01-29
💻 语言 / LicenseTypeScript · MIT
🐛 开放Issue10

📝 工具简介

精选的实用Claude Skills合集,覆盖真实办公场景,直接上手用。

📖 怎么用

安装用 `cd mcp-servers/office-mcp && npm install && npm run build`。配置时在 SKILL.md 的 knowledge 里按 YAML 格式设置 `base` 和 `jurisdictions` 路径。部署:`mkdir -p ~/.config/claude-code/skills/` 和 `cp -r contract-review ~/.config/claude-code/skills/`。启动 `claude` 后技能自动加载,直接上传文件就能开始 CRM 自动化操作。

📋 迷你测评

跑CRM流程的自动化技能。亮点是覆盖真实业务场景,能减少重复点击。没提对接哪些CRM系统,适合先小范围试跑。

📄 README 要点

这个工具是Claude Office Skills系列里的CRM自动化技能包,主要用来处理客户关系管理相关的办公文档。它内置Office MCP服务器,提供39个完整工具,涵盖PDF处理(提取、合并、OCR)、电子表格(读写Excel、数据分析、公式计算)、Word文档(创建编辑、模板合并)以及格式转换(xlsx转csv、docx转md等)。安装零配置,通过MCP协议直接调用。适合销售团队、客服人员用来自动化处理客户资料、生成销售报表、整理合同文档等场景,能有效减少手动录入和整理客户信息的时间,提升CRM系统的使用效率。

查看英文原文
Claude Office Skills A curated collection of practical Claude Skills for real world office tasks. Zero setup required. 🚀 NEW: Office MCP Server 39 fully implemented tools for Office document operations via MCP (Model Context Protocol). Module Tools Capabilities PDF 10 Extract, merge, split, compress, watermark, forms, OCR Spreadsheet 7 Read/write Excel, analyze, formulas, pivot tables Document 6 Create/edit Word, templates, merge documents Conversion 9 xlsx⇔csv, docx⇔md, json→xlsx, batch convert Presentation 7 Create PPT, extract, Markdown→slides, HTML export Quick Start: [安装/使用命令见下方] 📖 Full MCP Documentation 💻 MCP Source Code 📚 NEW: Extensible Knowledge Base Domain knowledge as structured data customize Claude's expertise for your jurisdiction and industry. Layer Description Customizable Base Universal risk patterns, completeness checklists Core team Jurisdictions US, China, EU, California... Community Domain Healthcare, Finance, Government... Community Custom Your company rules, private knowledge You Available Knowledge: 15+ risk patterns (liability, IP, termination, confidentiality...) 19 completeness check items 4 jurisdictions (US Federal, California, China, EU) Quick Start: [安装/使用命令见下方] 📖 Knowledge Index 🤝 Contribute Knowledge 🤖 NEW: Pre built Agents 5 ready to deploy AI personas with curated skills, knowledge, and personality. Agent Role Key Skills Deploy To ⚖️ Legal Specialist Contract Review contract review, nda generator All platforms 📊 Data Analyst Excel & Finance data analysis, dcf valuation All platforms 📋 Admin Assistant Email & Calendar email drafter, meeting notes All platforms 🔬 Research Analyst Deep Research deep research, company research All platforms ✍️ Content Creator Writing & Marketing content writer, seo optimizer All platforms Quick Deploy: [安装/使用命令见下方] 📖 All Agents 🛠️ Create Custom Agent Contents What Are Claude Skills? Getting Started Skills Legal & Contracts HR & Careers Finance & Business Communication & Writing Productivity PDF Power T

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数据来源:skills.sh 榜单 + GitHub 公开数据,非人工实测,仅供参考