lossless-crm-interface-guidelines SKILL.md skillA

lossless-crm-interface-guidelines from lossless-group/lossless-agent-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add lossless-group/lossless-agent-skills/lossless-crm-interface-guidelines@git:20260822.5dda648

Pins git:20260822.5dda648 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
lossless-group/lossless-agent-skills
Path
lossless-crm-interface-guidelines/SKILL.md
Versions recorded
3
Latest version
git:20260822.5dda648, committed Aug 22, 2026
First version recorded
Aug 15, 2026
Size
24,389 bytes
Repository stars
4
License
MIT

Conventions for reading and writing the operator's Twenty CRM instances (Lossless, Palmer AI, The Water Foundation) via MCP. Use whenever adding or enriching a company, person, deal, thesis, event, or portfolio relationship; when triaging a list or export into the CRM; or when extending the CRM schema. Encodes instance routing, the custom object model (Investment, Deal Source, Deal Prospect, Thesis, Thesis Fit, Events, Interaction), the forced-choice scoring standard, provenance rules, the…

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Lossless CRM Interface Guidelines

Operating manual for working inside the operator's Twenty CRM estate. Read before the
first write of a session. The goal is a CRM that a partner could open cold and trust.

---

## 1. Who this is for

**Load `config/private.json` before the first write of a session.** This skill is
deliberately identity-free; every operator-specific value lives in that file, which is
gitignored. `config/private.example.json` is the public template — copy it to
`config/private.json` and fill it in.

If `config/private.json` is absent, say so and ask. Do not guess a name, a firm, or a
role, and do not backfill any of it from model knowledge.

Two blocks drive behaviour here:

- **`operator`** — who the CRM belongs to. Used for attribution ("Per <shortName>,
  <date>") and for the second-person voice this skill assumes.
- **`affiliations`** — the firm → role map, keyed by role (`venturePartner`, `scout`,
  `informal`). This is the *only* authority for the Deal Prospect `My Role` field:

  | `affiliations` key | Deal Prospect `My Role` |
  |---|---|
  | `venturePartner` | `VENTURE_PARTNER` |
  | `scout` | `SCOUT` |
  | `informal` | `INFORMAL` |
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add lossless-group/lossless-agent-skills/lossless-crm-interface-guidelines@sha256:28aa384d6af94b6d

The line at the top of this page pins the label git:20260822.5dda648, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_xsosqwuc2x2mrlbn.svg)](https://markdownregistry.com/a/art_xsosqwuc2x2mrlbn)

2 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 3 versions of this file, between Aug 15, 2026 and Aug 22, 2026, about one every 4 days.

versioncommittedcommitsizeaudit
git:20260822.5dda648 latest2026-08-22 5dda648 24,389 BA view · diff
git:20260822.d16cea72026-08-22 d16cea7 22,491 BA view · diff
git:20260815.44e29112026-08-15 44e2911 17,888 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (24389 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

lossless-group/lossless-agent-skills · 4 stars · license MIT · pushed 2026-11-02 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_xsosqwuc2x2mrlbn
GET https://markdownregistry.com/api/v1/resolve?ref=lossless-group/lossless-agent-skills/lossless-crm-interface-guidelines
GET https://markdownregistry.com/api/v1/blob/28aa384d6af94b6decf62c53465b43a8e4588c994de288547831def769344ab5

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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