About
The CRM Context Retrieval skill empowers Claude to perform intelligent data fetching from CRM databases by building efficient, secure, and redacted SQL queries. It supports complex filtering for accounts, contacts, opportunities, and activities, ensuring that AI agents have the exact context they need for reasoning without overwhelming the context window. With built-in PII redaction and parameterized query generation, it maintains high security standards while providing high-speed access to critical business data.
