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通过 Rube MCP 自动处理 Pipeline CRM 客户、交易与跟进任务。
复制安装指令，让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "pipeline-crm-automation" 技能： 1. 下载 https://raw.githubusercontent.com/ComposioHQ/awesome-claude-skills/master/composio-skills/pipeline-crm-automation/SKILL.md 2. 保存为 ~/.claude/skills/pipeline-crm-automation/SKILL.md 3. 装好后重载技能，告诉我可以用了
请先搜索可用工具和当前 schema，然后把以下 20 条线索批量创建到 Pipeline CRM。为每条线索填写姓名、公司、邮箱、来源渠道，并在创建后返回成功与失败清单。线索数据如下：[...]
已创建线索的结果摘要，以及失败记录与原因说明。
请先搜索可用工具和当前 schema，然后在 Pipeline CRM 中查找客户“Acme Corp”对应的交易，将其阶段更新为“Proposal Sent”，并为负责人创建 3 天后的跟进任务，备注“确认报价反馈”。完成后返回交易与任务信息。
交易阶段更新结果、所创建跟进任务的详情，以及执行状态说明。
请先搜索可用工具和当前 schema，然后从 Pipeline CRM 提取本周新建和已推进阶段的交易，按负责人汇总数量与金额，输出中文简报，并列出需要优先跟进的前三个交易。
按负责人汇总的销售进展简报，以及优先跟进交易清单。
Automate Pipeline CRM operations through Composio's Pipeline CRM toolkit via Rube MCP.
Toolkit docs: composio.dev/toolkits/pipeline_crm
RUBE_MANAGE_CONNECTIONS with toolkit pipeline_crmRUBE_SEARCH_TOOLS first to get current tool schemasGet Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
RUBE_SEARCH_TOOLS respondsRUBE_MANAGE_CONNECTIONS with toolkit pipeline_crmAlways discover available tools before executing workflows:
RUBE_SEARCH_TOOLS
queries: [{use_case: "Pipeline CRM operations", known_fields: ""}]
session: {generate_id: true}
This returns available tool slugs, input schemas, recommended execution plans, and known pitfalls.
RUBE_SEARCH_TOOLS
queries: [{use_case: "your specific Pipeline CRM task"}]
session: {id: "existing_session_id"}
RUBE_MANAGE_CONNECTIONS
toolkits: ["pipeline_crm"]
session_id: "your_session_id"
RUBE_MULTI_EXECUTE_TOOL
tools: [{
tool_slug: "TOOL_SLUG_FROM_SEARCH",
arguments: {/* schema-compliant args from search results */}
}]
memory: {}
session_id: "your_session_id"
RUBE_SEARCH_TOOLSRUBE_MANAGE_CONNECTIONS shows ACTIVE status before executing toolsmemory in RUBE_MULTI_EXECUTE_TOOL calls, even if empty ({})| Operation | Approach |
|---|---|
| Find tools | RUBE_SEARCH_TOOLS with Pipeline CRM-specific use case |
| Connect | RUBE_MANAGE_CONNECTIONS with toolkit pipeline_crm |
| Execute | RUBE_MULTI_EXECUTE_TOOL with discovered tool slugs |
| Bulk ops | RUBE_REMOTE_WORKBENCH with run_composio_tool() |
| Full schema | RUBE_GET_TOOL_SCHEMAS for tools with schemaRef |
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