How-to: skill

Common crm skill recipes. See the CLI reference for every flag.

Install the bundled agent skill

crm skill install --target claude

Copies the bundled skill tree (SKILL.md + reference/*.md) into <target>/crm in the agent's skill directory; --target is claude | copilot | cursor (default claude). The destination is recorded in ${CRM_HOME:-~/.crm}/installed-skills.json so crm self-update can keep it in sync (see self-update).

Install the migration skill

crm skill install --skill crm-migration
crm skill install --skill crm --skill crm-migration   # both at once

Two skills ship: crm (the default, operating the CLI) and crm-migration (assessing and verifying a CRM 2011 or on-prem to Dataverse online migration; it defers to crm for exact commands, so install both). --skill is repeatable, and each skill installs into its own <target>/<skill name> folder, so installing one never touches the other. With several --skill values the --json envelope lists one row per skill under data.skills. If one skill fails partway, the skills before it stay installed (or removed): the error names them, meta.completed_skills holds their rows and meta.failed_skill names the one that failed.

Install without the CLI (npx skills)

npx skills add Gharib89/crm --skill crm -g -y

Pulls the crm skill directly from the repo using the skills tool — no crm install required. --skill crm selects only the shipped crm skill (--skill crm-migration the migration one; -g global, -y non-interactive). Unlike crm skill install, skills added this way are not registered for crm self-update sync; re-run the command to update.

Install to a custom directory

crm skill install --dest ./my-skills --force

--dest overrides --target and names the skill's folder itself, so it takes one --skill (more is a usage error, exit 2). When a skill already exists at the destination and --force is not given, an interactive terminal prompts to overwrite (declining aborts, exit 1); under --json or a non-TTY (agent/CI) it errors with … already exists. Use --force to overwrite. instead of prompting. --force overwrites without asking.

Show the bundled skill's path

crm skill path

Prints the path of the bundled skill directory shipped inside the installed package.

Uninstall the skill

crm skill uninstall --target claude

Removes the installed skill (SKILL.md + reference/, and the directory if empty) for the given target. --skill picks which one, as for install (default crm).