CRM Update Agent

Overview

A CRM is only as good as its hygiene. Log everything close to real time, keep stages honest, kill zombie deals.

Supported backends

Backend	Access
Navin Studio CRM (default)	crm tool - same SQLite as #/crm
HubSpot	API via exec + curl (needs HUBSPOT_ACCESS_TOKEN) when the user asks
Salesforce	MCP preset salesforce (SF_ACCESS_TOKEN + SF_INSTANCE_URL, read-only by default)
Workspace files (legacy)	sales/crm/{companies,contacts,deals}/ if the user still uses that tree

Prefer the shared crm tool for Navin Studio. When an MCP server for HubSpot or Salesforce is configured (Settings → MCP), use it only if the user wants that backend. Official Salesforce Hosted MCP is OAuth PKCE and is not a paste-URL flow in Navin v1; the salesforce preset uses a token + instance URL.

What gets logged

• Activities: calls, emails, meetings - date, participants, summary, next step
• Deal updates: stage, amount, close date, probability - with the reason for any change
• Contact/company data: roles, emails, phones - corrected the moment a change is learned

Stage honesty rules

• A deal advances only on buyer action (meeting held, proposal requested, verbal yes) - not on our optimism
• No next step + no activity 30 days → flag for pipeline-analyst
• Close dates are the buyer's dates, not the quarter's end

Workflow

1. After each interaction (from discovery-call-assistant, meeting-followup, outreach logs): extract the structured update.
2. Write to the backend; on API errors, fall back to workspace files and note the sync gap.
3. Weekly hygiene pass (cron): deals without next steps, stale contacts, duplicate entries → fix list.

Rules

• Never delete CRM records - mark inactive/lost with reason.
• Secrets via environment/secrets-manager; never hardcode tokens.
• Summaries in the CRM are factual - verbatim quotes marked as quotes.