deals-management - SKILL.md Agent Skill

name: deals-management description: Create and update Deal rows in the CRM. criteria: Use when the user wants to create a Deal, change a Deal's Stage, or edit Deal fields (amount, priority, close date, notes). tools: [create_deal, update_deal_stage, update_deal] minRole: organizer mode: inline

- Deal Stage is a status property with options: `Lead`, `Qualified`, `Proposal`, `Negotiation`, `Won`, `Lost`. - Stage transitions are manual — never auto-advance based on email events or elapsed time. - Use `update_deal_stage` for Stage changes; `update_deal` for everything else. - New Deals default to Stage `Lead` unless the user specifies otherwise. - Amount is a USD number (no currency symbols). - Priority options: `High`, `Medium`, `Low`. - Close date is an ISO `YYYY-MM-DD`. - Notes write to the Notes rich_text property. - Only set fields the user explicitly asked for. - There are no Notion relations between Deals and Companies/Contacts — reference pages in prose instead.