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crm-memory

该 Skill 借助 BlueColumn 持久记忆服务为销售场景提供 CRM 记忆:用 curl 调用记忆接口存储交易、联系人和管线笔记,用检索接口按问题召回相关内容,并将摘要写回记忆。工作流为先检索、再据此个性化回复、最后存储。需要 BlueColumn API key,数据会发送到外部服务。

bluecolumnconsulting-lgtm
bluecolumnconsulting-lgtm
热度 45.46
最近更新 2026-08-01 07:31:36
分类:知识依赖:代码执行 / 第三方 API应用场景:CRM / 笔记整理 / 工作流 / 研究

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add bluecolumnconsulting-lgtm/crm-memory
Metadata
name
crm-memory
description
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

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

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

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).