使用方法
- 复制安装命令，在自己的智能体环境安装前先检查源码包。
- 从原始文档核对所需工具、凭据和支持的宿主。
- 说明输入材料与期望交付物，并对照来源检查输出。
npx skills add https://github.com/zoho/crm-skills --skill zoho-crm开始前需了解
- 安装不包含模型订阅、API 额度或访问文件的权限。
- 仓库星数和安装量反映活跃情况，不等于独立质量或安全测试。
仓库原始内容
按源仓库内容呈现，保留标题、案例、代码、表格、链接以及原文引用的演示图片。
zoho-crm
Purpose
Given any use case, this skill:
- Selects the right primitive, loads the relevant DOU nodes / reference docs
- Produces the solution (via MCP tools if connected, or as exact payloads) and validates the output
When to Use
| Use case | Subskill |
|---|---|
| Read, create, update, delete CRM records via HTTP | API |
| Write server-side automation / custom functions | Functions / Deluge |
| Add UI logic to record pages / list views | ClientScript |
| Build embedded UI components | Widgets |
| Build a saved query bound to a Canvas view, Kiosk, or Custom Related List (UI-authored in Workbench) | Queries |
| Query CRM data using COQL (CRM Object Query Language) | COQL |
| Connect to external services via OAuth | Connections |
Step-by-Step Reasoning Flow
Step 1 — Understand the Goal
| Dimension | Extract | Examples |
|---|---|---|
| Action | What should happen? | fetch, create, update, trigger, display, query |
| Entity | Which CRM module or object? | Leads, Contacts, Deals, custom modules |
| Context | Where does this run? | server-side, UI page, scheduled, event-triggered |
Gate: If any dimension above cannot be unambiguously inferred from a single reasonable interpretation — stop and ask before proceeding to Step 2. Ask only what is necessary; omit optional parameters with clear defaults.
Step 2 — Select the Right Primitive
Use the decision matrix below as the primary routing source. If the use case doesn't match any row, apply the layer rule: server-side (no browser access needed) → Function / REST API / COQL / Queries; browser-side → Widget / Client Script.
Decision matrix — need → use
Server-side
| Need | Use |
|---|---|
| Run Deluge backend code in CRM — process records, perform CRUD operations, call Zoho CRM APIs, send emails/SMS, or execute any server-side business logic | Function — trigger via Workflow Rule, Blueprint, Schedule, Button, Validation Rule, or Serverless Endpoint |
| Call an external (non-Zoho) API and write the result to CRM | Function via Workflow Rule or Button (use a named Connection for auth) |
| Expose custom Deluge logic as REST API for external systems | Function via Serverless Endpoint |
| Run a cron job inside CRM | Function via Scheduled Function |
| Convert a Custom Related List to a Function | Function via related_list.* category — the only category that renders data directly on a record detail page; do not clarify unless a different trigger type (button, workflow, API endpoint) is explicitly stated |
| Read / create / update / delete CRM records, or any CRM-specific operation, from an external system or script | REST API |
| Fetch CRM data programmatically from Deluge, external API callers, or ad-hoc code | COQL |
| Display query-driven data in a Canvas, Kiosk, or Custom Related List | Queries (build in Workbench UI — Setup → Developer Hub → Queries) |
| Authenticate to an external OAuth service from a Function or ClientScript | Connections (create in Setup → Developer Hub → Connections; reference by link name in invokeurl or ZDK.Apps.CRM.Connection.invoke) |
Browser-side
| Need | Use |
|---|---|
| Render or embed custom HTML or a third-party UI component inside CRM | Widget |
| Hide a field based on another field's value, or any other web UI customization on a record page | Client Script |
| Validate field input before saving a record in CRM web UI | Client Script (instant UI feedback) or Function via Validation Rule (server-side enforcement) — default to Client Script unless the user explicitly requires server-side enforcement |
| Show a confirmation dialog before a button action in web UI | Client Script (dialog) + Function (backend action) |
Tiebreaker: Default to the first listed option; override only if the user's context explicitly favors the second.
Check: Confirm the selected primitive matches Action + Entity + Context from Step 1. If not — re-check the matrix or loop back to clarification.
Universal constraint: Use API names for all module and field references — never display labels.
Authoritative Sources Hierarchy
When in doubt about syntax, signatures, or limits, consult sources in this order (not by preference or recollection):
- DOU Nodes (
assets/) — Current method signatures, parameters, return types, and critical failure modes. Use this first for code generation. - Official Zoho Public Docs (zoho.com/deluge/help/, zoho.com/crm/api/) — When a DOU node is partial or missing.
- Reference files + inline examples (api.md, functions.md, etc.) — Curated summaries; may lag behind DOU or official docs.
- Recalled knowledge — Lowest trust; always cross-check against DOU.
Critical Rule: Reference files are curated summaries, not authoritative. DOU nodes are the ground truth. If a reference file example conflicts with a DOU node, the DOU node wins.
Step 3 — Load the Reference for the Selected Primitive
Open the reference file for the primitive matched in the "When to Use" table above and follow its Execution Instructions. (Special case: if the primitive is Queries with source type COQL, also open references/coql.md.)
If a reference file is inaccessible, inform the user, state which file is missing, and do not generate code that depends on its contents.
Steps 4–5 — Execute and Validate
Follow the Execution Instructions in the reference file from Step 3. After presenting the solution, run its Validation Checklist; surface errors with plain-language explanations and suggest follow-up steps if the goal is only partially met.
Auth & Scope Reference
Always derive scopes from the OAS spec file (per api.md Step 6, security field at operation level). For all standard scopes, use the OAS spec — the table below covers the non-obvious cases only.
| Scope | Note |
|---|---|
ZohoCRM.coql.READ and ZohoCRM.modules.{module}.READ | COQL queries — two separate scopes required; coql.READ alone → OAUTH_SCOPE_MISMATCH |
Base URL: https://www.zohoapis.com/crm/v8/
