A comprehensive integration allowing AI agents to manage Privyr CRM records, automate lead tracking, and execute sales actions through a secure managed interface.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install privyr
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install privyr using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Privyr?
Privyr is a robust data management and CRM platform designed to streamline lead engagement and customer relationship management. This skill enables AI agents to interact with Privyr data programmatically, leveraging the Membrane framework to handle complex authentication and connectivity issues. By integrating this capability, your agent can perform full CRUD operations on records and discover specialized sales actions using Openclaw Skills.
The primary value of this integration lies in its ability to abstract away the underlying API complexities. Developers can use natural language intents to find relevant actions or utilize a secure proxy to send direct requests, all while ensuring that sensitive credentials never leave the secure server-side environment. This makes it an essential tool for building sophisticated sales and marketing automations within the Openclaw Skills ecosystem.
Privyr Use Cases
- Automating lead data entry and record updates from external communication channels.
- Searching and retrieving customer details to provide context for AI-driven sales conversations.
- Synchronizing marketing lead data between disparate platforms and the Privyr CRM.
- Building custom automated reporting tools that pull real-time record stats through Openclaw Skills.
How Privyr Works
- The AI agent initializes the environment by installing and logging into the Membrane CLI.
- A connection is established to the Privyr domain, which handles the OAuth or API key handshake securely.
- The agent polls the connection status until it reaches a READY state, prompting for user input if manual authentication is required.
- Available CRM actions are discovered by querying the connection with specific natural language intents.
- The agent executes selected actions or performs raw API proxy requests to manipulate Privyr records as needed.
Privyr Setup
Install the required CLI tool to manage your Openclaw Skills:
npm install -g @membranehq/cli@latest
Authenticate your agent session:
membrane login --tenant --clientName=openclaw
Ensure a secure connection to the Privyr platform:
membrane connection ensure "https://www.privyr.com/" --json
Privyr Data Schema & Taxonomy
The skill organizes data around the core Privyr Record entity and Membrane connection metadata:
| Component | Description | Data Type |
|---|---|---|
| Records | Core CRM data including lead contact info and status | Object |
| Connections | Authentication state and metadata for the Privyr link | JSON |
| Actions | Available functions like 'create-record' or 'list-leads' | Schema-defined |
| Proxy Requests | Raw HTTP interactions with the Privyr API | RESTful |
Privyr Advanced Features
- Intelligent action discovery that maps natural language requests to specific Privyr API endpoints.
- Automated credential management that handles token refreshes without manual intervention.
- Headless authentication support for agents running in remote or CLI-only environments.
- High-performance API proxying with automatic header injection for custom Openclaw Skills workflows.
- Machine-readable JSON formatting for all outputs to support complex agent logic chains.
SKILL.md
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