CRM File Downloader FAQs

Question 1

What is the CRM File Downloader skill for Claude Code?

Accepted Answer

The CRM File Downloader is a specialized skill that allows Claude Code to identify, retrieve, and save files (like PDFs, images, and contracts) stored as BYTEA data in a PostgreSQL CRM database directly to your local filesystem.

Question 2

Can it find files associated with specific CRM entities?

Accepted Answer

Yes. The skill is designed to navigate junction tables. It can intelligently link and retrieve files associated with specific companies, people, sales opportunities, or calendar events based on your natural language request.

Question 3

Where are the downloaded files stored on my machine?

Accepted Answer

By default, this skill saves all retrieved documents into a dedicated directory named `_RESULTS_FROM_AGENT/`. It also includes collision handling to ensure that existing files are not overwritten during the download process.

Question 4

When should I use this skill instead of a standard database query?

Accepted Answer

Use this skill when you need the actual file saved to your disk rather than just viewing the data. It handles the complex logic of extracting binary data, sanitizing filenames, and managing local storage paths automatically.

Question 5

What technical requirements are needed for this skill to work?

Accepted Answer

The skill requires access to a PostgreSQL database via a connection string or environment variables. It also utilizes the 'bel-crm-db' skill to understand your specific database schema before executing the download.

CRM File Downloader

CRM File Downloader

Key Features

Use Cases

Key Features

Use Cases