Claude Code Skills

Claude knows your business.
Now it can work in it.

Claude Code Skills give the AI a complete, action-ready knowledge of your Dalil CRM. Connect your API key, load the skill files, and Claude can create, update, and analyse your entire pipeline in plain language.

8
skill files
REST
and GraphQL
1 key
API key to start
∞
CRM operations
claude — dalil workspace
Active
Skills loaded:person.mdpipeline.mdopportunity.md
$
Skill Files

Written for Claude, not for developers.

Standard API docs are written so humans can read them. Skill files are written so Claude can act on them. Every file covers one CRM entity: exact endpoints, required fields, field formats, search patterns, and the rules that matter for accurate execution.

  • Terse and action-oriented so Claude follows them without interpreting
  • Covers every required field, format, and constraint per entity
  • Includes the search pattern: GraphQL for IDs then REST for full records
  • Gotchas documented: currency in micros, SELECT values in UPPER_SNAKE_CASE
  • Works with any Claude Code project — drop the files and go
.claude/skills/person.md
Skill file
# person.md — Dalil Skill File
## CREATE PERSON
POST /rest/people
Required: name.firstName · name.lastName
## SEARCH
POST /graphql searchInput → IDs
GET /rest/people?filter=id[in]:[…]
## RULES
Currency: amount × 1 000 000 (micros)
SELECT: values in UPPER_SNAKE_CASE
Read-only: id · createdAt · updatedAt
8 Skills Available

One skill file per CRM entity.

Load only what you need. Running a contact enrichment workflow? Load person.md. Updating a deal stage? Load opportunity.md. Working across entities in one operation? Load both. Claude reads each file once and knows exactly what to do.

  • person.md — contacts, names, emails, phone numbers
  • company.md — organizations, domains, ARR, LinkedIn
  • opportunity.md — deals, stages, amounts, pipeline records
  • note.md and task.md with their relation files for linking
  • pipeline.md for working with any custom pipeline dynamically
person.md
Create, search, update and delete contacts
company.md
Manage company records, domains and ARR
opportunity.md
Handle deal stages, amounts and pipelines
note.md
Create and manage notes with rich content
task.md
Create tasks with due dates and assignees
pipeline.md
Work with dynamic pipeline objects
note-relation.md
Attach notes to people, companies and deals
task-relation.md
Attach tasks to any CRM record
Quick Install

Up and running in 60 seconds.

Skills live in your project's .claude/skills/ folder. Grab the ones you need via curl or clone the full repo. Add your Dalil API key and Claude is ready to operate your CRM.

  • Download individual files or the full repo from GitHub
  • Place skill files in .claude/skills/ in your project
  • Add your Dalil API key when Claude asks on first run
  • Claude reads the skill file and proceeds without any setup
  • Works with Claude Code CLI and any Claude API integration
Terminal
G
Show me all opportunities with no activity in the last 10 days
→ Loaded: opportunity.md
→ Filter: lastActivityAt · 10 days
→ Found: 7 opportunities at risk
7 deals flagged · Sorted by value · Ready to action
G
Create a contact for Marco Rossi, CEO at Venture Labs, marco@venture.io
→ Loaded: person.md · company.md
→ Creating person record
→ Linking to company: Venture Labs
Contact created · Company linked · Record open in Dalil
G
Summarise the Customer Prospect pipeline by stage and flag any stuck deals
→ Loaded: pipeline.md · opportunity.md
→ Querying 61 records
→ Analysing stage velocity
4 deals flagged as stuck · Full breakdown ready
Natural Language to CRM Action

Describe what you need. Claude handles it.

With skill files loaded and your API key set, Claude can create records, update stages, run queries, attach notes, and analyse your entire pipeline in plain language. No need to look up endpoint paths or field formats.

  • Create and update contacts, companies, and deals in natural language
  • Search across any entity with complex filters without writing API calls
  • Move opportunities through pipeline stages and flag stuck deals
  • Attach notes and tasks to any CRM record in one instruction
  • Analyse pipeline health and surface risk signals on demand
Claude Code + Dalil API

Your CRM, fully operated by Claude.

Download the skill files, add your API key, and start running CRM operations in plain language today.