Individual skill

harbor-crm-handoff

Prepare CRM-ready handoff JSON for HarborCRM post-event, trade-show, and import-batch workflows. Use whenever the task references HarborCRM, a CRM handoff, event reconciliation, trade-show lead qualification, import-batch cleaning, campaign-member preparation, or producing structured JSON output from the HarborCRM REST API (events, CRM, finance, trade-shows, import-batches, policies). Even if the prompt does not name HarborCRM explicitly, use this skill when the task involves querying multiple API endpoints to cross-reference and classify business records into a structured handoff document.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_001/fewshot/opencode/fewshot_attempt_02/SKILL.md

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Oct 29, 2026
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# HarborCRM Handoff Skill

Prepare structured CRM handoff JSON by querying the HarborCRM REST API, cross-referencing records across endpoints, applying policy-driven rules, normalizing data, and conforming precisely to a supplied answer template.

## Core workflow

Every HarborCRM handoff task follows the same sequence. Execute it in order unless the task prompt or template clearly overrides a step.

### Step 1: Read the answer template

Identify the answer template file (typically `input/payloads/answer_template.json`). Read it first — it defines the exact output shape, required keys, allowed enum values, sorting rules, and field types. Treat every constraint in the template as mandatory.

### Step 2: Read the task prompt