Menu

Individual skill

harborcrm-front-of-funnel

0upvotes

Solve HarborCRM front-of-funnel CRM/marketing tasks against the shared read-only HarborCRM JSON API. Use this whenever a task references HarborCRM, an event_id / show_id / import batch_id, sponsor reconciliation, badge scans, trade-show exhibitor prospecting/qualification, raw contact-import hygiene/dedup/suppression, sponsor or lead follow-up planning, or CRM create/update/no-action decisions — even if the task only says "reconcile the event", "prepare the qualified lead list", "clean the import batch", or "prospecting summary". The output is always a single strict JSON object matching the provided answer_template; this skill explains the business rules (source precedence, sponsor status enums, normalization, exclusion logic, follow-up due dates, rollups) that determine the correct values.

experiments/claude_code_opus_4_8_xhigh/reports/skills/task_group_001/demonstration_skill/demonstration_skill_attempt_03/SKILL.md

Read pinned source

Source commit 5082a777379156a048881e94940d640702e5e09a

What was checked

Matches the observed repository HEAD
Yes
Scanner rules are current
No
Repository scan complete
No
Skill scan complete
No
Observed behavior
Not checked yet
Last checked
Nov 6, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

Install this skill

Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.

An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.

Repository context

Repository stars (not skill ratings)
121
Repository last updated
Oct 29, 2026
License
Apache-2.0

Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.

Files and excerpt

File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.

Browse files
Read excerpt

# HarborCRM Front-of-Funnel Solver

HarborCRM is a shared marketing/CRM workspace exposed as a **read-only JSON API**. Tasks give you a
scope key (`event_id`, `show_id`, or import `batch_id`) and an `answer_template` that defines the
exact output shape. You fetch the relevant records, apply HarborCRM's business rules, and return
**one JSON object** that conforms to the template — no prose, no extra fields.

There are five recurring task families. Identify which one you're in from the scope key and the
required top-level keys, then follow the matching SOP below.

| Family | Trigger | Core endpoints |
|---|---|---|
| A. Event sponsor + lead reconciliation | `event_id`; keys like `sponsor_statuses`, `qualified_lead_accounts`/`badge_decisions`, `follow_up`/`sponsor_followup` | events, orders, sponsor_packages, finance/invoices, badges, crm/accounts, crm/contacts, crm/opportunities, crm/campaign_members |
| B. Trade-show prospecting / qualification | `show_id`; keys like `qualified_exhibitors`/`ranked_leads`, `excluded_*`, platform/priority counts | tradeshows, tradeshows/{id}/exhibitors, tradeshows/{id}/meeting_interest, crm/accounts, policies |
Back to top