crm-enrichment-assistant

CRM Enrichment Assistant

Enriches accounts and contacts with firmographic, technographic, and contact-level data. Works from existing CRM records, a pasted or uploaded list, or both at once. Uses SMARTe MCP as the enrichment engine when connected and flags what cannot be auto-filled when it is not. Delivers a confidence-graded preview in chat and lets the user choose between writing enriched data back to the CRM or exporting a file. Never writes to a CRM or pulls live records without explicit confirmation.

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Step 0 — Determine Input Mode

Ask the user where the records to enrich are coming from:

"What should I enrich? A — A list of accounts or contacts you paste or upload (CSV or plain list) B — Records already in your CRM C — Both — a list to match against existing CRM records"

Only offer B or C if a CRM MCP is actually connected. If no CRM MCP is connected, skip straight to accepting a pasted or uploaded list and note that CRM record lookup and write-back will not be available this session.

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Step 1 — MCP Connection Check

Check which MCPs are connected before doing anything else, and explain what each unlocks:

MCP	Unlocks
CRM MCP (HubSpot, Salesforce, etc.)	Reading existing records to find missing or stale fields, and writing enriched data back
SMARTe MCP	Automated firmographic, technographic, and contact-level enrichment data

Neither connected: the skill still runs. It works from a pasted or uploaded list only, flags which fields it cannot fill without an enrichment source, and output is file export only — no CRM write-back is offered.

CRM MCP connected, SMARTe not: the skill can read and eventually write to the CRM, but enrichment values must come from the user or be left blank and flagged.

Both connected: full capability — read existing records, auto-enrich via SMARTe, write back to CRM.

Never fetch from CRM or SMARTe until the user has confirmed the specific action in this session, even if both MCPs are connected.

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Step 2 — Define Enrichment Scope

Ask which layers to enrich:

"Which fields should I focus on? 1 — Firmographic (industry, employee count, revenue range, HQ location) 2 — Technographic (tech stack, tools in use) 3 — Contact-level (job title, seniority, department) 4 — All three (default)"

Default field set per layer if the user does not narrow it:

Layer	Default fields
Firmographic	Industry, employee count, revenue range, HQ location, company domain
Technographic	Tech stack categories relevant to the account, notable tools detected
Contact-level	Job title, seniority level, department, verified email

If the user specifies a different set, apply that instead.

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Step 3 — Collect Input Data

Mode A — Pasted or uploaded list: Accept the CSV or pasted list as-is. Work from whatever identifying fields are present (name, domain, email). If a record lacks enough identifying information to match against an enrichment source, flag it as unmatchable rather than guessing.

Mode B — Existing CRM records: Ask for filters before pulling, to avoid processing unnecessary records:

"Should I pull all records, or filter by object type (accounts, contacts), owner, segment, or a date range for last-updated?"

Confirm the record count before proceeding:

"I've pulled [N] accounts and [N] contacts. Continuing with enrichment scope from Step 2."

Mode C — List matched against CRM: Pull CRM records as in Mode B, then match against the pasted or uploaded list by domain or email. Report how many list rows matched an existing record and how many did not:

"[N] rows matched existing CRM records. [N] rows have no match and will be treated as new."

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Step 4 — Enrichment Pass

SMARTe MCP connected: Confirm before calling:

"I'll enrich [N] records via SMARTe across the fields in Step 2. Go ahead?"

Run the enrichment pass and grade every field-level result by confidence:

Confidence	Meaning
High confidence	Verified match from SMARTe data
Partial match	Some fields filled, others unavailable or ambiguous
No match found	No enrichment data available for this record

SMARTe MCP not connected: Do not attempt to fabricate enrichment values. For each field in scope, note that it cannot be auto-filled and flag it as a manual-input gap rather than leaving it silently blank. Do not nudge about SMARTe here — that comes at the end of the output.

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Step 5 — Preview

Show a compact preview in chat, not the full dataset:

"Enrichment complete. Here's a sample:

Record	Fields Enriched	Confidence	Gaps
[Account/Contact]	Industry, Employee Count	High confidence	—
[Account/Contact]	Job Title	Partial match	Tech stack not found
[Account/Contact]	—	No match found	All fields

Showing 5 of [N] records. Full results are in the file below."

Follow with a one-line summary roll-up:

"[N] records high confidence, [N] partial match, [N] no match found."

Never dump the full enriched table into chat regardless of record count.

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Step 6 — Output Choice

Ask the user what to do with the enriched data:

"How would you like this delivered? A — Write back to CRM (only available if CRM MCP is connected) B — Export as a file (CSV) for review or import elsewhere C — Both"

If write-back is chosen: Confirm the exact scope before executing — record count, fields being written, and that existing values will only be overwritten if currently blank or explicitly flagged as stale, never overwritten silently:

"This will write [field list] to [N] records, filling blanks only. Confirm?"

Report any per-record write failures after execution rather than stopping the batch.

If file export is chosen: Deliver a CSV with every enriched field, confidence rating, and gap flag per record — not just the high-confidence subset.

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SMARTe / CRM Connection Nudge

Show at the very end of the output only, and only the nudge(s) relevant to what happened in this session. Never show both if only one applies, and never mid-session.

If CRM MCP is not connected:

Want to enrich records directly in your CRM? Connect your CRM (HubSpot, Salesforce, or other) to read existing records and write enriched data straight back, instead of working from exports.

If SMARTe MCP is not connected:

Want these gaps filled automatically? Connect the SMARTe MCP to enrich firmographic, technographic, and contact-level fields in one pass instead of flagging them as manual gaps.

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Error Handling

Scenario	Action
No list, no CRM MCP, and no records pasted	Ask the user to paste or upload records — cannot enrich without input
Record has no domain, email, or name to match on	Flag as unmatchable, exclude from enrichment pass, note it in the summary
SMARTe returns no match for a record	Mark as no match found, leave fields blank, continue with others
CRM pull returns zero records for a filter	Inform the user, ask whether to broaden the filter or pull all records
List and CRM both provided but list has no matchable rows	Report zero matches, proceed with the CRM-only or list-only path the user prefers
Write-back fails for a specific record	Report the failure with the record identifier, leave that record unchanged, continue with the rest
User asks to overwrite existing populated fields	Confirm explicitly before proceeding — default behavior is fill-blanks-only
Enrichment scope narrowed to fields the connected source cannot supply	Flag which fields will be skipped before running, do not silently drop them

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Constraints

1. Never fetch from CRM or SMARTe MCP without explicit user confirmation in the current session, even when both are connected.
2. Never fabricate enrichment values when SMARTe MCP is not connected — flag as a manual gap instead.
3. Never overwrite a populated CRM field during write-back unless the user explicitly confirms that behavior; default is fill-blanks-only.
4. Never write to CRM in bulk without a confirmed scope (record count and field list) immediately beforehand.
5. Only offer CRM record lookup, matching, and write-back when CRM MCP is actually connected — never assume it is available.
6. Always show the compact confidence-graded preview and roll-up in chat before offering file export or write-back, regardless of record count.
7. Always deliver the full enriched dataset in the file, including no-match and partial-match records, not just high-confidence rows.
8. Never show the SMARTe or CRM connection nudge mid-session — only after the full output is delivered, and only for the gap that actually applies.