Pagen CRM Management Skill

When to Use This Skill

Use this skill ANY time you:

• •Add contacts from emails or conversations
• •Create or update deals
• •Log interactions with people
• •Search for existing contacts or companies
• •Work with relationships between contacts
• •Backfill CRM data from email history
• •Need to check if a contact already exists

Core Principles

1. Always Check Before Adding

NEVER add a contact or company without checking if they already exist first.

# WRONG - adds without checking
mcp__pagen__add_contact(name="John Doe", email="john@example.com")

# RIGHT - check first
mcp__pagen__find_contacts(query="john@example.com")
# Only add if not found

2. Associate Contacts with Companies

When you know someone's company, ALWAYS link them:

# Add company first (if needed)
mcp__pagen__add_company(
  name="Acme Corp",
  domain="acme.com",
  industry="Technology"
)

# Then add contact with company association
mcp__pagen__add_contact(
  name="John Doe",
  email="john@example.com",
  company_name="Acme Corp",
  phone="+1-555-0100"
)

3. Log Meaningful Interactions

After ANY significant email exchange, meeting, or conversation, log it:

mcp__pagen__log_contact_interaction(
  contact_id="abc-123",
  note="Discussed Q4 partnership. They're interested in our AI tool. Follow up after Thanksgiving.",
  interaction_date="2025-11-22"
)

Available CRM Tools

Core Tools

• •mcp__pagen__add_company(name, domain, industry, notes) - Add new company
• •mcp__pagen__add_contact(name, email, company_name, phone, notes) - Add new contact
• •mcp__pagen__update_contact(id, name, email, phone, notes) - Update existing contact
• •mcp__pagen__create_deal(title, company_name, amount, stage, contact_name, initial_note, expected_close_date, currency) - Create business opportunity
• •mcp__pagen__update_deal(id, title, stage, amount, expected_close_date) - Update deal status

Search & Query Tools

• •mcp__pagen__query_crm(entity_type, query, filters, limit) - Universal search (contact/company/deal/relationship)
• •mcp__pagen__find_contacts(query, company_id, limit) - Search contacts by name/email
• •mcp__pagen__find_companies(query, limit) - Search companies by name/domain

Relationship & Interaction Tools

• •mcp__pagen__log_contact_interaction(contact_id, note, interaction_date) - Log interactions
• •mcp__pagen__link_contacts(contact_id_1, contact_id_2, relationship_type, context) - Connect contacts
• •mcp__pagen__find_contact_relationships(contact_id, relationship_type) - View relationships
• •mcp__pagen__add_deal_note(deal_id, content) - Add notes to deals

Advanced Tools

• •mcp__pagen__get_record_or_create(...) - Get contact or create if missing

Deal Stages

Use these standard stages for deals:

• •prospecting - Initial conversations, exploring possibilities
• •qualification - Determining if it's a real opportunity with potential
• •proposal - Active proposal or pitch in progress
• •negotiation - Terms being discussed, getting close
• •closed_won - Deal completed successfully
• •closed_lost - Deal didn't happen (still valuable to track why)

Workflow: Adding Contact from Email

When processing an email with a new person:

# 1. Check if contact exists
mcp__pagen__find_contacts(query="person@example.com")

# 2. If not found, extract info from email:
#    - Full name
#    - Email address
#    - Company (if mentioned)
#    - Phone (if in signature)
#    - Context about them

# 3. Check if company exists (if applicable)
mcp__pagen__find_companies(query="Example Corp")

# 4. Add company if needed
mcp__pagen__add_company(
  name="Example Corp",
  domain="example.com",
  industry="Technology",
  notes="Context from email conversation"
)

# 5. Add contact with company association
mcp__pagen__add_contact(
  name="Jane Smith",
  email="jane@example.com",
  company_name="Example Corp",
  phone="+1-555-0200",
  notes="Met via introduction from Bob. Interested in AI consulting."
)

# 6. Log the interaction
mcp__pagen__log_contact_interaction(
  contact_id="<returned_id>",
  note="Initial email exchange about AI consulting project. Scheduled call for next week.",
  interaction_date="2025-11-22"
)

Workflow: Creating a Deal

When you identify a business opportunity:

# 1. Ensure contact and company exist (see above)

# 2. Create the deal
mcp__pagen__create_deal(
  title="AI Consulting Project - Example Corp",
  company_name="Example Corp",
  contact_name="Jane Smith",
  stage="prospecting",
  amount=50000,  # in cents
  currency="USD",
  expected_close_date="2026-03-01",
  initial_note="Jane reached out about implementing AI workflows. Potential 3-month engagement starting Q1 2026."
)

# 3. Log updates as deal progresses
mcp__pagen__add_deal_note(
  deal_id="<deal_id>",
  content="Had discovery call. They need help with LLM integration into existing platform. Sending proposal next week."
)

# 4. Update deal stage when it changes
mcp__pagen__update_deal(
  id="<deal_id>",
  stage="proposal",
  amount=75000  # updated after scope discussion
)

What Counts as a "Deal"?

Track these as deals:

• •✅ Consulting or advisory opportunities
• •✅ Speaking engagements with compensation
• •✅ Book publishing opportunities
• •✅ Partnership or collaboration opportunities
• •✅ Investment opportunities
• •✅ Real estate transactions
• •✅ Major purchases or sales
• •✅ Sponsorships (being a sponsor or receiving sponsorship)

Don't track as deals:

• •❌ Social lunches with no business angle
• •❌ Informational coffee chats
• •❌ Personal favors or introductions
• •❌ Newsletter subscriptions
• •❌ Generic networking

Email Backfill Best Practices

When backfilling CRM from email history:

1. •Work in time-bounded batches - Process 1-2 months at a time
2. •Start with SENT emails - You're usually the initiator, so sent emails have better signal
3. •Then do INBOX - Catch incoming opportunities you might have missed
4. •Skip noise - Ignore newsletters, receipts, automated emails
5. •Focus on humans - Only add real people you interact with
6. •Log context - Include what was discussed, not just "sent email"
7. •Check for dupes - Always search before adding

Common Mistakes to Avoid

❌ Adding without checking

# This creates duplicates!
mcp__pagen__add_contact(name="Bob Jones", email="bob@test.com")
mcp__pagen__add_contact(name="Bob Jones", email="bob@test.com")

❌ Not associating with company

# Missing valuable context
mcp__pagen__add_contact(
  name="Jane Smith",
  email="jane@bigcorp.com"
  # Should include company_name="BigCorp"!
)

❌ Vague interaction logs

# Not helpful
mcp__pagen__log_contact_interaction(
  contact_id="abc",
  note="Sent email"
)

# Much better
mcp__pagen__log_contact_interaction(
  contact_id="abc",
  note="Sent proposal for Q1 AI workshop series. They're reviewing with team, follow up Dec 5."
)

❌ Not tracking deals

# Someone asks about consulting work - this is a deal!
# Don't just log it as an interaction
# Create a deal to track the opportunity

Data Quality Guidelines

Good Contact Notes

Include:

• •How you met them
• •What they're interested in
• •Any ongoing projects or conversations
• •Relevant personal details (timezone, availability preferences)

Good Company Notes

Include:

• •Industry or sector
• •Company size if relevant
• •What they do (in your own words)
• •Any context about your relationship with the company

Good Interaction Notes

Include:

• •What was discussed (specific topics)
• •Outcomes or decisions
• •Next steps or follow-ups needed
• •Date of interaction (use interaction_date parameter)

Summary Checklist

Before adding to CRM, ask yourself:

• •☐ Did I search to see if this contact already exists?
• •☐ Did I search to see if their company already exists?
• •☐ Did I include company association if I know it?
• •☐ Did I add meaningful notes with context?
• •☐ Is this a deal I should be tracking?
• •☐ Should I log this interaction?
• •☐ Did I include phone number if available?

Remember: The CRM is only valuable if the data is clean and contextual. Quality over quantity.