A lightweight, local-first CRM system for AI agents that enforces a strict confirmation gate for all data writes to ensure accuracy and auditability.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install workcrm
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 workcrm 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 WorkCRM?
WorkCRM is a specialized tool within the Openclaw Skills ecosystem designed for users who want to manage professional relationships and tasks without leaving their AI chat interface. It prioritizes data integrity and user control by implementing a strict draft-first architecture, ensuring no information is permanently stored until the user explicitly approves the entry.
By combining local SQLite storage with a simple confirmation workflow, WorkCRM offers a private and auditable way to track interactions, follow-ups, and contact details. This skill is ideal for developers and power users who need a CRM that integrates directly into their AI-driven workflows while maintaining full sovereignty over their data storage.
WorkCRM Use Cases
- Logging follow-up tasks after a client meeting via an AI agent interface.
- Maintaining a local-first contact database with manual approval for every entry.
- Auditing CRM drafts before they are committed to the permanent SQLite database.
- Capturing lead information through chat-based triggers while maintaining a human-in-the-loop gate.
How WorkCRM Works
- The user initiates a command using specific chat triggers like crm: or 记一下：.
- The WorkCRM engine processes the natural language input and generates a temporary draft.
- A response is presented to the user showing the draft content and asking for a confirmation action.
- The user replies with 记 to confirm the entry or 不记 to reject it.
- Upon confirmation, the skill commits the record to the local SQLite database using deterministic ordering.
WorkCRM Setup
To get started with this skill, ensure your environment is configured. The database is initialized automatically on the first run.
Default storage path: ~/.openclaw/workcrm/workcrm.sqlite3
To override the database location, set the environment variable:
export WORKCRM_DB_PATH="/path/to/your/database.sqlite3"
You can verify the skill via the CLI:
python -m workcrm draft "crm: talked to Alice, follow up next week"
WorkCRM Data Schema & Taxonomy
WorkCRM organizes its data using a structured SQLite schema to ensure reliability and portability within the Openclaw Skills framework.
| Component | Detail |
|---|---|
| Storage Type | Local-first SQLite3 |
| Default Path | ~/.openclaw/workcrm/workcrm.sqlite3 |
| Data Integrity | Deterministic ordering for all lists |
| Migrations | Automatic schema updates on first use |
| Auditability | Retains draft IDs and human messages for verification |
WorkCRM Advanced Features
- Explicit confirmation gate ensuring no accidental data writes.
- CLI-based draft generation for development and verification purposes.
- Environment variable support for custom database path configuration.
- Automated schema migration management for seamless skill updates.
- Seamless integration with Openclaw Skills chat routing for natural language processing.
SKILL.md
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