Systems Lab

Agent skill

crm-presync-check

Check an OXYGEN cohort against the connected CRM and produce existing, new, ambiguous or failed lookup decisions before a sync.

activeSelf-containedInstructions only162 words

Filed under CRM and RevOps.

From timscheuerai/gtm-architecture-template · 51 skill entries · 13 · pushed 2026-09-17

What it does when it runs

Check an OXYGEN cohort against the connected CRM and produce existing, new, ambiguous or failed lookup decisions before a sync.

Automated analysis of the skill and the 0 files bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

Keys and connectors you must supply
None found.
Hosts it reaches
No third-party host appears in the skill or its bundled files.
Tool permissions it declares
No allowed-tools in the frontmatter. It only issues instructions, so there is nothing to bound.
Actions present in the files
None. Instructions only.

Ask about crm-presync-check

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Install it

View source on GitHub ↗
git clone --depth 1 --filter=blob:none --sparse https://github.com/timscheuerai/gtm-architecture-template.git /tmp/gtm-architecture-template
git -C /tmp/gtm-architecture-template sparse-checkout set ".agents/skills/crm-presync-check"
mkdir -p ~/.claude/skills/crm-presync-check
cp -R "/tmp/gtm-architecture-template/.agents/skills/crm-presync-check/." ~/.claude/skills/crm-presync-check/

Picked up without a restart. A project skill of the same name is shadowed by your personal one. For one repository only, swap ~/.claude/skills for .claude/skills. Claude Code docs ↗

The folder is the same in every client that implements the format — 46 of them — so if yours is not above, only the destination changes.

The skill

Source on GitHub ↗

Reproduced in full from timscheuerai/gtm-architecture-template/blob/2c312c9398064ad3730c786647293458cb89632c/.agents/skills/crm-presync-check/SKILL.md, which is licensed MIT (repository). 162 words, 1 heading.

Check the CRM before syncing

Read the runtime contract and the actual CRM connection/schema. No CRM adapter or credentials are bundled. Establish company versus person identity with oxygen-dedupe.

Inspect the CRM's supported exact identity attributes and query operators. Do not assume one vendor's response path or LinkedIn slug format works elsewhere. Use a bounded read-only lookup, with any applicable provider cost visible.

Keep a decision for each row: source_id, identity_key, lookup_status, crm_id, matched_ids, checked_at, reason.

  • One confirmed identity match: existing.
  • Successful lookup with no match: new.
  • Multiple or conflicting matches: ambiguous.
  • Timeout, error, incomplete pagination or unusable key: failed.

A null CRM ID does not prove the row is new. Separate an error from a genuine zero-result lookup. Resolve conflicts before proposing writes.

Deliver counts, matches and held rows with destination IDs. This skill prepares a sync plan; an actual CRM write uses the user's separately requested scope, field ownership rules and a re-check for concurrent changes.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what crm-presync-check does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

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