Organised contacts
Search, create and update contacts, notes, tasks and tags while avoiding unnecessary duplicates.
Ask the agent to work on contacts, conversations, the sales pipeline and calendars. The skill already understands Futuria CRM and keeps credentials out of the conversation.
ChatGPT Work
Claude CodeFuturia CRM skill
ChatGPT WorkClaude CodeFuturia CRM skill
futuria-crm
What you can ask
Search, create and update contacts, notes, tasks and tags while avoiding unnecessary duplicates.
Read conversation history, prepare replies and send messages only after your confirmation.
Review and update opportunities, values, statuses and stages directly from your request.
Work on appointments, email templates, social content and blog posts; orders and transactions remain read-only.
How it works
The link does not install hidden software. It prepares the instructions and leaves the final confirmation to you.
We check that the address belongs to a Futuria CRM user with an active account.
The link remains valid for 24 hours and can be reopened on your computer even if you first read the email on your phone.
Paste the prompt into ChatGPT Work (Codex) or Claude Code. The agent installs the skill, opens the protected setup window and verifies the connection in read-only mode.
What is installed
One connection to manage contacts, conversations, pipelines, calendars and content.
futuria-crm
Works with contacts, conversations, opportunities, appointments and content through your account APIs, while payment data remains read-only.
Prepare the connection
A Private Integration Token (PIT) gives the skill access to your account. Watch the demo and follow these steps before opening the protected setup window.
Select all grants broad access to your account. Use this token only with the skill or an integration you trust.
Read the full support guide →Security and privacy
The skill connects through a Private Integration Token (PIT), entered in a separate protected window rather than in chat. It works from your computer to Futuria CRM, adds no proprietary telemetry and does not use an MCP server in this version.
The PIT is entered only in a separate protected window.
DPAPI on Windows and Keychain on macOS.
Read first, make the smallest change, then verify it.
The skill does not modify orders or transactions.
Enter the same email address you use for Futuria CRM. For security, the page does not reveal the verification outcome.
Frequently asked questions
No. The PIT is the private credential that connects the skill to your Futuria CRM account. Never paste it into a chat, prompt or command. Setup opens a separate window with concealed input.
On Windows it is encrypted with the current user's data protection; on macOS it is stored in Keychain. The skill does not send it to Futuria Marketing.
Read operations may run directly. Sending, publishing, deleting and other sensitive actions require confirmation. Payment and transaction data is read-only.
No. The current stable version is v1.3.0 and does not update itself. Future updates will be explicit and verifiable.
No. A standard chat cannot install a skill on your computer. At present you need ChatGPT Work (Codex) or Claude Code. Chat-based access is planned through an MCP connector.
Public code makes the implementation inspectable. Verified access provides guided distribution, while actual CRM use still requires a valid PIT for the relevant account.
The skill works with your Futuria CRM account. Start with the free trial and connect the agent when you are ready.
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