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harborcrm-prepare

Prepare HarborCRM event handoff, trade-show prospecting, and import-cleanup JSON outputs from task API data and a provided template. Use when a prompt names HarborCRM records, asks for sponsor status reconciliation, exhibitor qualification, contact import cleanup, normalization, exclusion counts, due dates, or any other strict JSON handoff from the HarborCRM task environment.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_001/fewshot/codex/fewshot_attempt_03/SKILL.md

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Oct 29, 2026
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Apache-2.0

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# HarborCRM Workflows

## Overview
Use this skill for HarborCRM tasks that must return one JSON object only.

The template is the schema authority. The prompt supplies the task-specific rules. The API data supplies the records.

## Workflow
1. Read the prompt and the answer template first.
2. Fetch the runner-supplied HarborCRM base URL and only the endpoints named by the prompt or required by the template.
3. Load `GET /api/policies` early so controlled enums and qualification rules stay consistent.
4. Build the output in the exact shape the template expects. Do not add fields or reuse example values.
5. Normalize contact facts before comparing records:
   - emails: trim and lowercase