Kommo / amoCRM Sales Assistant
Pipeline reports, stale deals, overdue tasks and pre-call briefs from your Kommo or amoCRM, plus safe lead and task updates.
Free
Works with the AI Agents you already use
Claude Code
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Dots+21 moreClaude CodeCursorCodex CLIMuseDots
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Grok Bot+18 agentsKommo / amoCRM Sales Assistant
Example session with this skill installed
How are sales going in our main pipeline for the last 30 days? Who closes best, and what is stuck?
- Read your context and instructions
- Compiled the kommo amocrm sales
Example with a sample account. Your agent pulls real numbers from your own CRM.
Sales: Main pipeline, Sep 21 – Oct 21
Won: 18 deals, $46,300 · Win rate: 41% · Average deal: $2,570 · Average cycle: 12 days
Open now: 37 deals, $98,400
Managers (by won budget)
| Manager | Won | Won budget | Win rate |
|---|---|---|---|
| Anna | 8 | $22,100 | 53% |
| Mark | 6 | $15,800 | 40% |
| Lena | 4 | $8,400 | 29% |
At risk: 9 deals, $31,200
- Website redesign, Café Verde ($6,500, Proposal, Mark): no changes for 16 days, no scheduled task
- CRM rollout, Nordline ($5,200, Negotiation, Lena): task overdue since Oct 14
- Annual support, Bright Dental ($4,800, Qualified, Anna): no changes for 9 days
- …and 6 more under $3,000
What I'd do next
- Mark: call Café Verde today. The proposal has been silent for over two weeks. Want me to schedule the call?
- Lena: 5 deals without a next step. I can create follow-up tasks for tomorrow (I'll show them first).
- Lena's win rate is lowest. Review her two latest lost deals together this week.
Connects securely to your tools. The creator never sees your data.
About this skill
Your agent becomes a sales assistant for Kommo (and its Russian edition amoCRM). Ask in plain words and get real numbers from your own CRM instead of building reports by hand.
What it does
- Sales review — pipeline report for any period: deals and budget by stage, won / lost / open, win rate, average deal, average sales cycle and a manager leaderboard.
- Stuck deals — open deals with no activity for N days, no next step or an overdue task, sorted by money at risk.
- Tasks — open, overdue or today's tasks for the team or a specific manager.
- Pre-call brief — find a client by phone, email or name and get the deal stage, budget, last notes and open tasks in one short brief.
- Safe updates — create a deal with its contact and company (with a duplicate check first), move stages, close won/lost, add call notes, schedule and complete tasks. Every write is shown to you first and happens only after your "yes".
How it works
The skill teaches your agent to use the open-source amocrm-kommo-mcp server (MIT): which of its 12 tools to call for each question, in what order, how to format the answer and what must never be written without confirmation. The server runs locally on your machine and talks only to your own CRM with your own long-lived token.
What's included
SKILL.md— workflows, safety rules, error handlingINSTALL.md— getting a token in Kommo / amoCRM and connecting the server (about 5 minutes)config/— ready-made configs for Claude Code, Claude Desktop, Cursor, VS Code Copilot, Windsurf and Codex CLIreferences/— every tool parameter and answer templates
Requirements
Node.js 18+, a Kommo or amoCRM account and permission to create a private integration (to get a long-lived token).
How to use
- 1
Connect your agent to the Agensi MCP
Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup
- 2
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before any payment.
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Requires
github
Node.js