By Attri-Inc
Agent-first CRM skills for Claude — gives Claude the knowledge layer to use Open Tooling CRM optimally from the get-go
Triggered when the user first asks about Open Tooling CRM, wants to get started, or asks Claude to use the CRM. Detects the environment and guides setup accordingly.
Set up Open Tooling CRM locally — clones the repo, installs dependencies, seeds data, and wires up the MCP server
Triggered when the user wants to create, update, search, or manage CRM entities (contacts, companies, deals, interactions, tasks). Provides best practices for entity operations and relationship management.
Triggered when the user mentions emails, transcripts, meeting notes, documents, or any raw evidence they want to ingest into the CRM. Teaches Claude the artifact → observation → brief pipeline.
Triggered when the user asks what's known about a contact, company, or deal, or wants to update, verify, or manage CRM knowledge. Teaches Claude the progressive retrieval pattern and evidence chain.
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Give Claude superpowers with AI-native SaaS tools — install a plugin and go.
Plugin marketplace for Open Tooling — an open-source family of AI-native SaaS tools designed for agents, not humans.
Open Tooling gives your AI agent a full enterprise back office — CRM, and soon HR, Finance, Project Management, and more. These plugins give Claude the knowledge layer to use each tool optimally out of the box: the right ingestion patterns, evidence-chain workflows, progressive retrieval, and domain-specific best practices.
No training. No prompt engineering. Install the plugin and Claude just knows how to operate your tools.
| Plugin | What it does | Status |
|---|---|---|
| CRM | Evidence-based CRM with 27 MCP tools — contacts, deals, memory layer, full provenance | v0.1.0 |
More plugins coming — covering HR, Finance, Project Management, Procurement, and beyond. Same architectural DNA: headless, local-first, evidence-based, agent-first.
In Claude (Cowork or desktop):
Attri-Inc/open-tooling-pluginsCustomize → Add plugin → Browse plugins → Personal → open-tooling-plugins → select the plugin you want.
The CRM plugin includes a /crm-setup command that handles everything — cloning the repo, installing dependencies, seeding sample data, and wiring up the MCP server. Or just ask Claude to "use Open Tooling CRM" and it kicks off setup automatically.

From zero to a running CRM in under two minutes. Install the plugin, clone the repo, and Claude configures everything.
Each plugin bundles:
/ (e.g., /crm-setup, /crm-brief)Plugins don't just connect Claude to a tool — they teach Claude how to think about the domain. The CRM plugin teaches evidence-chain reasoning, progressive retrieval, and conflict detection. Future plugins will bring domain-specific reasoning for their respective verticals.
These plugins are the agent interface layer for Open Tooling — open-source, AI-native SaaS tools that share the same DNA:
The tools live at Attri-Inc/open-tooling. The plugins live here. Together they give you a fully agent-operated back office.
Open Tooling plugins work with Claude Cowork, Claude Desktop, and Claude Code. The underlying MCP tools are also compatible with OpenClaw and other MCP-compatible AI clients.
We'd love contributions — new plugins, improvements to existing ones, bug reports, and feature requests.
See the Open Tooling repo for the core tools.
For help setting things up, custom implementations, or building automations on Open Tooling, contact [email protected].
Apache 2.0
Built by Attri AI.
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