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cortex-plugin-crm

ESM
v1.0.0

CRM Sync & Intelligence Agent — HubSpot, Salesforce, Pipedrive, and Close CRM integration with AI-driven next-best-action recommendations, pipeline management, and lead qualification

0.00CortexPrism
cortex-plugincortexprismcrmdenopluginsales

Install Command

$ cortex plugins install marketplace:cortexprism.io/plugins/cortex-plugin-crm
Website RepositoryEntry: plugins/cortex-plugin-crm/mod.ts

Configuration

Plugin Type
ESM
Entry Point
plugins/cortex-plugin-crm/mod.ts

Tags

cortex-plugincortexprismcrmdenopluginsales

Statistics

Downloads
0
Rating
0.0
/ 5.0
Version
v1.0.0
Published
June 19, 2026

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README

CRM Sync & Intelligence Agent

Multi-platform CRM plugin for CortexPrism — HubSpot, Salesforce, Pipedrive, and Close CRM integration with AI-driven next-best-action recommendations.

Installation

cortex plugin install github:CortexPrism/cortex-plugin-crm

Tools

ToolDescription
crm_search_contactsSearch contacts by name, email, company across CRMs
crm_get_dealGet deal details including pipeline stage, value, contacts
crm_update_dealUpdate deal stage, add notes, reassign owner
crm_create_contactCreate a new contact or lead
crm_get_pipelineGet pipeline summary with deal counts, values, forecast
crm_suggest_actionsAI-driven next-best-action recommendations

Configuration

Configure in ~/.cortex/config.json:

{
  "plugins": {
    "cortex-plugin-crm": {
      "hubspotApiKey": "your-hubspot-key",
      "pipedriveApiToken": "your-pipedrive-token",
      "closeApiKey": "your-close-key"
    }
  }
}

For Salesforce, set salesforceClientId, salesforceClientSecret, and salesforceInstanceUrl.

Supported Platforms

  • HubSpot — API key authentication
  • Salesforce — OAuth2 client credentials
  • Pipedrive — API token authentication
  • Close CRM — API key (Basic auth)

Development

deno task test
deno fmt
deno lint

License

MIT

Published June 19, 2026 · Updated June 19, 2026