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saasbakers / crm-contacts

CRM contacts and notes in ReachOwl: list and inspect the leads inside campaigns and add or delete notes on them. Use when the user asks who is in a campaign, wants a lead's details or conversation notes, wants to log a note like 'replied yes', or needs to verify that an import worked.

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SKILL.md
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CRM Contacts & Notes (ReachOwl)

Before you start

  • Requires the ReachOwl MCP server connected with the user's token. If a tool reports a missing token, run the reachowl-auth flow.

MCP tools

ToolPurpose
list_contacts{ campaign_id?, page? } — omit team_id
get_contact{ id } — detail including notes
add_contact_note{ contact_id, content, id? } — pass id to edit an existing note
delete_note{ id } — note id

Workflow

  1. Scope to one campaign with list_contacts { campaign_id } whenever you know it (find it with list_campaigns).
  2. Use get_contact { id } for the full record and existing notes.
  3. Log outcomes with add_contact_note { contact_id, content }.
  4. To add contacts, use add_campaign_contacts from facebook-dm-automation, instagram-dm-automation, or whatsapp-marketing-automation — these tools only read and annotate.

Rules

  • Report only fields the API returned; don't invent emails, phones, or statuses.
  • Results are paginated; keep paging when the user asks for "all" contacts.

Example

User: Show the contacts in campaign 18312 and note that Ali replied yes
→ list_contacts { campaign_id: 18312 }
→ get_contact { id: 456 }
→ add_contact_note { contact_id: 456, content: "Replied yes — wants pricing" }