What is the closemagnet-crm skill?
Download MarkdownIt is the usage playbook that teaches a connected agent to use your CloseMagnet tools well: the ground rules, which tool answers which kind of question, the id and pagination rules, the error table, and the safe habits.
It is the usage playbook that teaches a connected agent to use your CloseMagnet tools well: the ground rules, which tool answers which kind of question, the id and pagination rules, the error table, and the safe habits.
The tools alone only tell an agent what exists. The skill tells it what to reach for, what it must never claim, and when one aggregate call beats paging thousands of rows.
Any agent connected over MCP receives it automatically as the resource closemagnet://skills/closemagnet-crm. It is also shown as a copyable block at Settings -> API -> API reference, for hosts where a local file makes the guidance stick harder. Both copies come from one source, so they cannot drift apart.
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- What can the CloseMagnet API do?It reads almost everything in your account, and what it writes is deliberately narrow. Its endpoints span 17 domains and the large majority are read-only. The ones that write do one of these things:
- How do I create an API credential?Only the account owner can mint one, and it happens at Settings -> API.
- What is the difference between my account API token and a scoped credential?Your account API token was minted automatically when the account was created. It sits pinned as the first row in Settings -> API with the type "Automatic", carries a fixed set of scopes, can be revealed again at any time, and can
- How do I rotate or revoke a credential?It depends which kind you have, and only the account owner can do either one.