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name: anysite-crm-audit description: Read-only data quality audit of the connected CRM - field completeness per mapped property, duplicate candidates, stale records, enrichability estimate. Produces a report and a concrete fix plan, never writes anything - run it first when you don't yet know what's broken; the actual fixing happens in anysite-crm-enrich. Use when the user asks "what's the state of my CRM", wants a data quality report, duplicate check, or a safe first run after connecting a CRM. Requires an active CRM connection.

CRM Audit

The safe first date with a user's CRM: read everything, write nothing, show what's broken and what enrichment would fix. Also the natural funnel into anysite-crm-enrich.

Prerequisites

Active CRM connection. No profile needed (works better with one — gap analysis follows the mapped fields).

Flow

1. Inventory

crm_get_schema(object_type="contacts") / (object_type="companies")

Use properties filtering when you only need specific fields — the full schema is large. Then page through records:

crm_query_records(object_type=..., properties=[key fields], after=<cursor>)

Audit scope: whole portal if small; else the working list + a stated sample. Say which.

2. Analyze (all local — no further API calls)

• Completeness: % filled per mapped/target field (email, title, company, domain, industry, size, linkedin_url). Rank by gap size.
• Match-key coverage: how many contacts have email / linkedin_url / neither (the "neither" group is unenrichable and un-dedupable — flag it).
• Duplicate candidates: same normalized email; same domain with several company records; same person name + company. Candidates only — never auto-merge.
• Email ↔ employer mismatch: contact's email domain vs their linked company's domain. A mismatch has THREE causes needing different handling (all seen live): the person changed jobs; the COMPANY rebranded/changed domain (old domain usually still receives mail — the contact is fine); or the email is genuinely stale. Free discriminator already in the data: if crunchbase under the domain-derived alias returns a different company NAME than the LinkedIn page of that same domain — that's a rebrand, not a departure. FLAG ONLY, never auto-fix in either direction — in two causes out of three there is nothing to "fix", and "correcting" the company from the email domain overwrites good data with stale. Job-change suspects go to anysite-crm-champions.
• Staleness: if anysite_last_enriched_at (or similar) is mapped — age distribution; contacts with no activity fields; companies with dead domains (spot-check a few via webparser/parse only if the user asks).
• Association health: contacts without a company link (visible as missing company fields when queried).

3. Report

Lead with the 3 numbers that matter: enrichable-now count, duplicate-candidate count, unenrichable count. Then per-field completeness table, then the fix plan:

• "N contacts have linkedin_url but no title → anysite-crm-enrich fills them (~cost)"
• "N companies missing industry/size → enrich via company lookup (~cost)"
• "N duplicate candidates → list for manual review (merging is a CRM-side operation)"

Cost estimates come from the anysite-mcp source map (credits per call × volume). Offer to run the enrichment as the next step — do not run it from this skill.

Hard rule

This skill performs zero writes: no upserts, no dry-runs, no "small fixes". Its value is that it is provably safe to run on day one.