Account Context Briefing
Pulls together everything you know about a customer account into one briefing.
by anthropics · ★ 32,564 on GitHub
What it does
Ask Claude to catch you up on an account, and it gathers CRM records, recent emails, documents, call notes, and chat mentions. Claude organizes it all into one clear summary with sources you can check. You get a fast, trustworthy overview before a call or meeting.
Who it’s for
A good fit for salespeople, consultants and founders who sell and support teams and anyone answering customers.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads data from your connected CRM, email, calendar, and chat tools; can update records or send messages if you ask.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0