Knowledge CenterAPI ReferencesDalil MCPClaude Skills

Claude Skills

Skills teach Claude how the Dalil API actually works: exact endpoints, required fields, data formats, and the gotchas that cause silent failures. Install them once and Claude stops guessing.

Install

Two commands. Every skill.

/plugin marketplace add Dalil-AI/dalil-docs-and-skills /plugin install dalil@dalil-marketplace

Run these in Claude Code. The first command registers the Dalil plugin marketplace from GitHub; the second installs the Dalil AI plugin with all 14 skills. Updates arrive through the marketplace, so you never re-download files.

Claude Code

  1. Type /plugin marketplace add Dalil-AI/dalil-docs-and-skills
  2. Type /plugin install dalil@dalil-marketplace
  3. Restart Claude Code when prompted. That's it: the skills load automatically when they're relevant.

Manage it later with /plugin: browse the marketplace, update, or uninstall.

Manual install (single skill)

If you only want one skill, or you're using a tool without plugin support, copy the file into your project's .claude/skills/ directory:

mkdir -p .claude/skills/person
curl -o .claude/skills/person/SKILL.md \
  https://raw.githubusercontent.com/Dalil-AI/dalil-docs-and-skills/main/.claude/skills/person/SKILL.md

See Download Skills for every file, or browse them on GitHub ↗.

What you get

The plugin bundles 14 skills. Claude loads the right one on its own based on what you ask, so you never have to name them.

CRM records

personPeople and contacts: create, search, update, delete
companyCompanies: domain, LinkedIn, address, employees, revenue
opportunityDeals: amount, stage, close date, contacts
taskTasks: title, due date, assignee, status
noteNotes with rich body content
task-relationAttach tasks to people, companies, or opportunities
note-relationAttach notes to people, companies, or opportunities

Data model

fieldCreate, update, and delete custom fields on any object or pipeline
relationCreate and delete relation fields between objects
pipelineDynamic pipelines: discover endpoints, then read and write records

Automation & messaging

sequenceBuild and run multi-channel outreach sequences
workflowCreate workflows and versions, activate them, trigger and read runs
inboxSearch synced email, LinkedIn, and WhatsApp messages

Onboarding

crm-onboardingGTM interview that generates a customer’s personalized Sales OS

The plugin also ships a Sales OS generator agent used during customer onboarding.

Why skills help

The Dalil API has conventions that are easy to get wrong. Skills encode them, so Claude writes correct requests the first time instead of failing and retrying:

ConventionRule
CurrencyAmounts in micros: multiply by 1,000,000 ($50 → 50000000)
SELECT valuesMust be UPPER_SNAKE_CASE
Links{ primaryLinkUrl, primaryLinkLabel, secondaryLinks: [] }
Person nameNested object { firstName, lastName }, not flat fields
Note / task bodybodyV2 with { markdown, blocknote }
List responsesWrapped as .data.people[], never a plain array
PaginationCursor-based via starting_after, 60 records per page by default
Read-only fieldsNever set id, createdAt, updatedAt, position, createdBy

Every skill also carries a Gotchas section: the failure modes that cost the most time when integrating.

Skills or MCP?

Use both. Dalil MCP gives Claude the tools: live, workspace-scoped operations it can run directly. Skills give it the knowledge: how the API is shaped and where the traps are. Together, Claude can both act on your workspace and write correct code against the REST and GraphQL API.