A specialized toolkit for developers and power users to build advanced automations, API integrations, and AI-driven workflows within the SMBcrm ecosystem.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install smbcrm
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 smbcrm 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 SMBcrm Advanced Tools?
SMBcrm Advanced Tools provide a robust framework for extending CRM capabilities through Private Integration Tokens and REST API v2. This resource empowers users to move beyond basic CRM usage into the realm of custom webhooks, complex workflows, and sophisticated AI integrations using MCP and Agent Studio. By leveraging this skill within the Openclaw Skills ecosystem, developers can ensure secure, scalable, and efficient data management across all SMBcrm sub-account endpoints.
The skill focuses on expert-level implementation patterns, emphasizing a workflow-first approach before moving to custom code. It provides the necessary technical specifications to interface with services.smbcrm.com, ensuring that every integration follows customer-safe implementation standards and utilizes the latest API v2 patterns.
SMBcrm Advanced Tools Use Cases
- Synchronizing bulk data between SMBcrm and external databases or nightly reporting tools.
- Designing AI-powered assistants that interact directly with CRM data via MCP servers.
- Automating complex lead routing and SLA-based escalation through native workflows.
- Triggering custom outbound webhooks to external services like Slack or custom ERPs with shared-secret security.
- Executing and managing AI agents via the Agent Studio API for multi-turn conversation support in external apps.
How SMBcrm Advanced Tools Works
- Define the business outcome and identify the simplest required tool, prioritizing native workflows over custom code.
- Create a Private Integration Token within the SMBcrm Settings to establish secure, bearer-token-based authentication.
- Map the required data objects, specifically the Sub-account (Location ID) and relevant record types like Contacts or Opportunities.
- Implementation of the logic using REST API v2 endpoints or the MCP tool layer for AI-driven clients.
- Execute a structured test plan to validate data flow and verify failure modes or rollback procedures.
SMBcrm Advanced Tools Setup
To begin using these tools within the Openclaw Skills framework, you must first generate credentials in your dashboard.
- Navigate to Settings → Private Integrations in your SMBcrm sub-account.
- Click Create new Integration, select required scopes, and save your Private Integration Token securely.
- Use the following bash pattern to validate your connection:
curl --request GET \
--url "https://services.smbcrm.com/locations/<LOCATION_ID>" \
--header "Authorization: Bearer <PRIVATE_INTEGRATION_TOKEN>" \
--header "Accept: application/json" \
--header "Version: 2021-07-28"
- For AI agents, configure your MCP environment to point to
https://services.smbcrm.com/mcp/with your token included in the headers.
SMBcrm Advanced Tools Data Schema & Taxonomy
The skill utilizes a hierarchical data taxonomy structured around the Location ID. Below is the primary metadata organization:
| Object | Description | Key Identifier |
|---|---|---|
| Sub-account | The operational container where CRM data resides. | locationId |
| Contact | Individual person records including leads and customers. | email or phone |
| Opportunity | Pipeline deal records tracked through specific stages. | pipelineId / stageId |
| Workflow | Logic-based automation with triggers and actions. | workflowId |
| Agent Studio | AI configuration for specialized agent execution. | agentId / executionId |
All API interactions require the Version: 2021-07-28 header and JSON-formatted request bodies.
SMBcrm Advanced Tools Advanced Features
- Multi-turn AI session persistence using the
executionIdparameter in the Agent Studio API. - Advanced Contact Upsert strategy to prevent record duplication during high-volume ingestion.
- Custom Webhook security patterns including shared-secret verification and idempotency headers.
- MCP-based tool discovery allowing AI assistants to dynamically call CRM functions like contact lookup and appointment scheduling.
- Scheduled job execution via the Workflow Scheduler for periodic data cleanup and synchronization tasks.
SKILL.md
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