Works inside your Salesforce org as you: gets you connected step by step, then handles daily pipeline, lead, account, and case work and sends a daily brief. You choose what always waits for your yes.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills4Playbooks it can run
salesforce-knowledge-base
Use when helping a user connect to or work in Salesforce: editions and API access, hosted MCP servers, External Client Apps and OAuth, API limits, core objects and read-only SOQL, sandbox practice, admin checklist, and high-risk areas (metadata, permissions, sharing).
salesforce-playbook
Use after connecting a user's Salesforce org to model leads, accounts, contacts, opportunities and cases cleanly, set up stages and required fields, suggest Flow-based automations, audit the org, flag known 2025-2026 issues, and offer optional routines.
crm-connect-playbook
Use when connecting a CRM (HubSpot, Salesforce, GoHighLevel, Zoho, Pipedrive, Close, Attio, monday, JobNimbus, or any CRM with docs and an API) and working inside it safely.
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