crm-memory

Give AI agents CRM memory for sales teams. using BlueColumn persistent memory. Use when an agent manages deals, contacts, and pipeline; when the user wants to store, recall, or search crm memory context. Requires a BlueColumn API key (bc_live_*).

Crm Memory — BlueColumn Skill

Crm memory for sales teams.. Powered by BlueColumn (bluecolumn.ai) persistent vector memory.

Setup

Read TOOLS.md or the platform secret store for the BlueColumn API key (bc_live_*). Base URL: https://xkjkwqbfvkswwdmbtndo.supabase.co/functions/v1

Store

bash

curl -X POST .../agent-remember \
  -H "Authorization: Bearer <key>" \
  -H "Content-Type: application/json" \
  -d '{"text": "Deal: Acme Corp $12k ARR. Stage: negotiation. Owner: Jane. Last touch: 7/29.", "title": "crm-memory - note"}'

Quick note

bash

curl -X POST .../agent-note \
  -H "Authorization: Bearer <key>" \
  -H "Content-Type: application/json" \
  -d '{"text": "Deal: Acme Corp $12k ARR. Stage: negotiation. Owner: Jane. Last touch: 7/29.", "tags": ["crm-memory"]}'

Recall

bash

curl -X POST .../agent-recall \
  -H "Authorization: Bearer <key>" \
  -H "Content-Type: application/json" \
  -d '{"q": "What deals are in negotiation and who owns them?"}'

Workflow

1. On new context, first recall: What deals are in negotiation and who owns them?
2. Use the answer to personalize the response
3. After the interaction, store the summary via /agent-remember

Docs

Full API reference: https://bluecolumn.ai/docs — fields are text, q, tags (not content/query/note).