# Tools

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Resources for Full-stack / Indie or DevOps / SRE or ML / AI or Operations, Tagged `crm`: 27 items.

> - Full-stack / Indie: General software work: coding-agent workflows, code review, debugging and Git collaboration.
> - DevOps / SRE: Deployment, monitoring, cloud resources and reliability.
> - ML / AI: Model training, evaluation and LLM application development.
> - Operations: Content, campaign, community, user and e-commerce operations, plus performance reviews.

- [Review and Reputation](https://hebbmind.com/skill/review-reputation.md): [Skill] Collects reviews and complaints from Google, Yelp, Facebook and more, groups them by theme with quotes, and drafts replies in the owner's voice that post only after approval; also finds lapsed customers and drafts win-back messages. Official Anthropic small-business plugin.
- [Email Sequence](https://hebbmind.com/skill/email-sequence.md): [Skill] Designs multi-email marketing sequences for onboarding, lead nurturing, win-back and launches, with full copy for each email, timing, branches and exit conditions, benchmarks and A/B test ideas. No email tool required. Part of Anthropic's official marketing plugin.
- [Small Business](https://hebbmind.com/plugin/small-business.md): [Plugin] All-in-one plugin for small business owners: 44 skills covering cash flow and bookkeeping, collections and taxes, customer acquisition and marketing, customer feedback, inventory, hiring and contract review. Anything touching money or customers needs your approval. Official from Anthropic.
- [Customer Success Manager](https://hebbmind.com/skill/customer-success-manager.md): [Skill] For SaaS customer success teams: three standard-library Python scripts turn customer data into health scores, churn-risk tiers and ranked expansion opportunities, with reproducible results. Needs Python and customer data in the sample JSON format. Part of the claude-skills collection.
- [monday.com](https://hebbmind.com/plugin/monday-com.md): [Plugin] monday.com's official plugin in OpenAI's Codex marketplace: search boards, create and update items, assign owners, set timelines and post updates, for campaign schedules, approvals, project tracking and client management. Codex only; needs a monday.com account.
- [Salesforce Service Engagement](https://hebbmind.com/plugin/service-engagement.md): [Plugin] Salesforce's official plugin that helps service admins configure Service Cloud web chat, messaging, WhatsApp and Email-to-Case channels, connect Agentforce service agents to them and set up handoff to humans. Needs Salesforce org admin rights, a logged-in Salesforce CLI (sf) and Python.
- [service-omni-channel-setup-coordinate](https://hebbmind.com/skill/service-omni-channel-setup-coordinate.md): [Skill] Salesforce's official skill that sets up Service Cloud Omni-Channel routing from the CLI instead of Setup clicks: agent and supervisor users, queues, presence statuses, permissions and routing flows. Read-only preview; writes only to sandbox, trial or dev orgs. Needs Service Cloud, sf and jq.
- [Salesforce DX MCP Server](https://hebbmind.com/mcp/salesforcecli-mcp.md): [MCP] Lets agents work with Salesforce orgs authorized on your machine: SOQL queries, metadata deploy and retrieve, Apex test runs and permission set assignment, plus toolsets for LWC development. Maintained by Salesforce; authorize your org with the Salesforce CLI first.
- [monday CRM](https://hebbmind.com/plugin/monday-crm.md): [Plugin] monday.com's official CRM plugin: build a sales pipeline from scratch in plain language, get a daily prioritized deal brief, create forecast dashboards, turn meeting notes into deal updates, and bulk-clean duplicate and bad data. Free plan supported; browser authorization on first use.
- [GTM Agents: Customer Success](https://hebbmind.com/plugin/customer-success.md): [Plugin] Customer success plugin from gtm-agents: three commands with subagents for account health monitoring, adoption plans and escalation playbooks, plus skills for risk scoring, executive business reviews (EBRs) and feedback loops. Prompt-only; bring your own usage, ticket and NPS data.
- [MCP Server for Odoo](https://hebbmind.com/mcp/mcp-server-odoo.md): [MCP] Connects to Odoo ERP so agents can search, create, update and delete customers, products, invoices and other records in natural language, with aggregations and attachment reading. In production, install the companion MCP module in Odoo; for testing, YOLO mode connects directly.
- [OneWave AI Claude Skills](https://hebbmind.com/skill/onewave-ai-claude-skills.md): [Skill] 200+ single-file skills, mostly for sales, marketing, consulting and operations: deal strategy, forecasts, outreach emails, proposals and SOWs, contract review, resume screening, expense checks and RFP responses, plus personal finance and job search. Contract and tax output needs expert review.
- [Frappe Assistant Core](https://hebbmind.com/mcp/frappe-assistant-core.md): [MCP] Connects the open-source ERPNext to AI assistants: query invoices, customers and inventory, run reports and handle approvals in plain language, with permissions following ERPNext accounts and every call audit-logged. An admin must install the app first; have finance check the analysis.
- [Salesforce MCP Server](https://hebbmind.com/mcp/mcp-server-salesforce.md): [MCP] Community-run local Salesforce MCP: query, summarize and update accounts, opportunities and cases in plain language and search across objects; admins can also create custom objects and fields and edit Apex. Needs Salesforce login and security token (or a Connected App) and Node.js 22+.
- [Salesforce Hosted MCP Servers](https://hebbmind.com/mcp/mcp-hosted.md): [MCP] Salesforce's official hosted MCP servers: after an admin enables them in Setup with an OAuth external client app, agents can query and update CRM records and run Flows under the user's permissions. Needs Enterprise Edition or higher, or a free Developer Edition org. Repo holds docs and Q&A.
- [Square MCP Server](https://hebbmind.com/mcp/square-mcp-server.md): [MCP] Official MCP (beta) from payments and POS platform Square: lets agents query and manage transactions, orders, refunds, invoices, inventory and customers for reconciliation and reporting. Hosted, with Square OAuth sign-in, nothing to install; confirm refunds and other writes manually.
- [Freshdesk MCP Server](https://hebbmind.com/mcp/freshdesk-mcp.md): [MCP] Lets agents create, search, update and reply to Freshdesk tickets, add internal notes, and look up contacts, companies and agents, so support teams can process and summarize tickets in bulk. Needs a Freshdesk API key and account domain; runs locally with uvx.
- [Airtable](https://hebbmind.com/plugin/airtable.md): [Plugin] Airtable's official plugin for Claude Code, Codex and Cursor: connects the official Airtable MCP and adds filtering, CLI, and product, marketing and sales ops skills, so agents can create tables, define fields, read and write records, and build shared views. Needs Airtable account authorization.
- [HubSpot Agent CLI Skills](https://hebbmind.com/skill/agent-cli-skills.md): [Skill] HubSpot's official skills for running the CRM via the hubspot CLI: look up customers and history, filter audiences, dedupe records, advance deals, build sales reports and route support tickets. Needs the HubSpot Agent CLI (beta) signed in; dry-run bulk edits first; some features need paid plans.
- [ticket-resolution](https://hebbmind.com/skill/ticket-resolution.md): [Skill] HubSpot's official skill: agents use the HubSpot Agent CLI to create and triage tickets, move them through pipeline stages, queue by priority, bulk-update status and log resolutions. Needs the HubSpot Agent CLI (beta), signed in, plus the repo's bulk-operations skill. Edits live data; try a sandbox.
- [Salesforce Sales Cloud](https://hebbmind.com/plugin/salesforce-for-sales.md): [Plugin] Salesforce's official sales plugin (beta): daily briefs, meeting prep and follow-up email drafts, team pipeline reviews, forecast and slipped-deal scenarios, and lead triage, confirming before editing records. Needs Salesforce hosted MCP (admin-enabled) and Slack; email and calendar optional.
- [HubSpot Agent CLI](https://hebbmind.com/cli/agent-cli.md): [CLI] HubSpot's official CLI for AI agents (beta): find and bulk-update contacts, companies, deals and tickets, log calls and meetings, advance deal stages and route conversations, with an official skill pack. Needs a HubSpot account and browser login; writes hit live data, so try --dry-run first.
- [ActiveCampaign](https://hebbmind.com/plugin/activecampaign-plugin.md): [Plugin] ActiveCampaign's official plugin: analyze email marketing and automation performance, review contacts and sales pipelines, build marketing plans from your account data and draft email campaigns; changes are previewed first; sending stays in the app. Needs an ActiveCampaign account and its MCP URL.
- [HubSpot Sales](https://hebbmind.com/plugin/hubspot-sales.md): [Plugin] HubSpot's official sales plugin with the HubSpot remote MCP: skills to import contacts and deals, get daily briefs, prep calls, draft follow-up emails, log call notes back to HubSpot and review the pipeline. Needs a HubSpot account.
- [Intercom](https://hebbmind.com/plugin/claude-plugin-external.md): [Plugin] Intercom's official support plugin: via a remote MCP, search conversations, analyze support issue trends, look up contacts and companies, build 360-degree customer profiles, and install Messenger. Read-only; needs an Intercom workspace and currently works only in the US region.
- [Windsor.ai](https://hebbmind.com/plugin/claude-windsor-ai-plugin.md): [Plugin] Windsor.ai's official plugin: connects ad accounts on Google, Meta, TikTok and more plus 350+ data sources such as GA4 and CRMs for quick cross-channel performance reports and wasted-spend detection; asks before changing budgets or pausing ads. Needs a Windsor.ai account with data sources connected.
- [StackOne](https://hebbmind.com/plugin/stackone-plugin.md): [Plugin] StackOne's official plugin connects its hosted MCP so agents can search and act across hundreds of connected business systems, from HR platforms like Workday and SAP to CRMs and Jira, for example looking up leave requests. Needs a StackOne account (free plan available) with your systems connected.
