Gracie Crm

Manage and track Gracie AI Receptionist sales leads with CLI commands to add, update, log calls, notes, and view sales pipeline summaries.

Security Scan

The skill's code, data file, and instructions are consistent with a small local CLI CRM; it doesn't request credentials or install software, but it will read/write files on your machine (including an external MASTER_LEAD_LIST.md), so review those before use.

Purpose & Capability

Name/description (CLI CRM for Gracie leads) matches the included crm.py and crm.json. No unexpected dependencies, credentials, or binaries are required.

Instruction Scope

SKILL.md and crm.py instruct the agent to operate on crm.json in the skill folder and to import from ~/StudioBrain/30_INTERNAL/WLC-Services/LEADS/MASTER_LEAD_LIST.md. Reading an external MASTER_LEAD_LIST.md is reasonable for an import command but it does mean the skill will read a file outside its own directory — review that file for sensitive content before running import.

Install Mechanism

No install spec — instruction-only with an included Python script. This is the lowest-risk install model (nothing downloaded/executed from remote sources during install).

Credentials

The skill declares no environment variables, credentials, or config paths beyond an explicit home-relative path for MASTER_LEAD_LIST.md. That matches the CRM purpose. Note: crm.json includes many phone numbers (packaged lead data) which is expected but potentially sensitive.

Persistence & Privilege

always is false and the skill does not request elevated or persistent platform privileges. It reads and writes its own crm.json and may read the specified MASTER_LEAD_LIST.md — no automatic modification of other skills or system-wide settings is present in the visible code.

Assessment

This skill appears to be a simple local CLI CRM and is internally consistent, but take these precautions before installing or running: - Inspect the full crm.py (the file shown was truncated) and confirm there are no unexpected network calls, subprocess.exec/eval usage, or code that transmits data off-machine. - Check the referenced import file (~/StudioBrain/30_INTERNAL/WLC-Services/LEADS/MASTER_LEAD_LIST.md) for sensitive content; the import command will read it. - Be aware crm.json (included) contains real-looking phone numbers and lead data; if this is sensitive, avoid placing the skill on shared machines or back it up/clean it. - Run the tool in a restricted environment (isolated user account or container) if you want to limit accidental exposure. If you can provide the remainder of crm.py (the truncated portion), I can raise confidence by checking for any hidden network endpoints or risky operations.

Gracie CRM Skill

A lightweight CLI CRM for tracking Gracie AI Receptionist sales leads.

Location

~/StudioBrain/00_SYSTEM/skills/gracie-crm/

Data Store

crm.json — JSON array of lead objects

Commands

cd ~/StudioBrain/00_SYSTEM/skills/gracie-crm

# List all leads sorted by follow-up date
python3 crm.py list

# Add a new lead
python3 crm.py add --name "Victory Auto" --phone "718-698-9896" --category "auto"

# Log a call result
python3 crm.py call <id> --outcome "no answer" --followup "2026-03-01"

# Add a note to a lead
python3 crm.py note <id> "Owner is Mike, best time is 8am"

# Show leads due today or overdue
python3 crm.py today

# Import leads from MASTER_LEAD_LIST.md
python3 crm.py import

# Show pipeline summary
python3 crm.py pipeline

Status Values

• new — Not yet contacted
• called — Call made
• no_answer — No answer
• interested — Lead showed interest
• demo_sent — Demo/proposal sent
• closed_won — Deal closed ✅
• closed_lost — Deal lost ❌

Lead Schema

{
  "id": 1,
  "name": "Victory Auto Repair",
  "phone": "718-698-9896",
  "category": "auto",
  "status": "new",
  "calls": [{"date": "2026-02-27", "outcome": "no answer", "notes": ""}],
  "notes": [],
  "followup_date": null,
  "added": "2026-02-27"
}

Categories

• auto — Auto repair shops
• hvac — HVAC / plumbing
• dental — Dental practices
• insurance — Insurance agencies
• medical — Medical offices
• legal — Law firms
• other — Everything else

Skill Trigger

Use this skill when Jay asks to:

• Check leads / call list
• Log a call outcome
• See what follow-ups are due
• Add a new prospect
• Review the Gracie sales pipeline