sharecrm

Fxiaoke All-Product Skill

Via sharecrm command to manage Fxiaoke product capabilities.

Strictly Prohibited (NEVER DO)

Do not operate using any method other than the sharecrm command (curl, HTTP API, and browsers are prohibited)
Do not fabricate identifiers such as UUIDs or IDs; they must be extracted from command returns
Do not guess field names/parameter values; you must query and confirm before operating

Strict Requirements (MUST DO)

Dangerous operations must first be confirmed with the user, and only after the user agrees add --yes to execute
A single batch operation must not exceed 30 records
All commands muststrictly followthe parameter format specified in the corresponding product reference documentation (for example: if there is a parameter value, at least one space must separate the parameter and the parameter value)

Prerequisites

Already installed sharecrm, can be checked via sharecrm -V to confirm whether it is installed. If not installed, you MUST first use the Read tool to read references/shareCrmInstall.mdcontent, and complete the sharecrm installation
Already completed login authorization via sharecrm auth login Complete login authorization
CRITICAL — Before starting, you MUST first use the Read tool to read references/userAuth.md, which contains login authorization and identity authentication
The logged-in user has the permission scope for the corresponding data operations

Note: The usage of product commands can be viewed via sharecrm <product> -h and command help information can be viewed via sharecrm <product> <command> -h Command help information lists all parameters.

Product Overview

Product	Purpose	Command help information lookup	Reference documentation
`knowledge`	Knowledge and Retrieval:	`sharecrm knowledge -h`
`solution`	Content and Solutions:	`sharecrm solution -h`
`enterprise`	Enterprises and Industries:	`sharecrm enterprise -h`
`sales`	CRM and Sales:	`sharecrm sales -h`
`marketing`	Marketing and Growth:	`sharecrm marketing -h`
`service`	Service and Tickets:	`sharecrm service -h`
`visit`	Field Work and Visits: Field Work/Field Work Records/Field Work Approvals/Field Work Approval Forms	`sharecrm visit -h`
`bi`	BI Analysis:	`sharecrm bi -h`
`approval`	Approvals: Approval tickets, approval ticket query, approval ticket creation, approval ticket modification, approval ticket deletion	`sharecrm approval -h`
`bpm`	BPM：	`sharecrm bpm -h`
`flow`	Processes: Process creation, process query, process modification, process deletion	`sharecrm flow -h`
`data`	Objects and Data: CRM general object data operations, including query, create, edit, query by SQL, etc.	`sharecrm data -h`	data.md
`describe`	Object Description: Basic operations for CRM object descriptions, including querying object ApiName, querying object descriptions, etc.	`sharecrm contact -h`
`file`	Files and Cloud Drive:	`sharecrm file -h`
`utility`	General Functions:	`sharecrm utility -h`
`work`	Schedules and Tasks:	`sharecrm work -h`
`tag`	Tags:	`sharecrm tag -h`
`usergroup`	User Groups:	`sharecrm usergroup -h`
`stage`	Stages:	`sharecrm stage -h`
`notice`	Notifications:	`sharecrm notice -h`
`mail`	Emails:	`sharecrm mail -h`
`channel`	Channel Collaboration:	`sharecrm channel -h`
`conversation`	Groups and Conversations:	`sharecrm conversation -h`

Intent Determination Decision Tree

User mentions "knowledge/knowledge base/knowledge retrieval/knowledge base retrieval/knowledge query/knowledge search" → knowledge
User mentions "solution/solutions/content/content solution/solution retrieval/solution search" → solution
User mentions "enterprise information/industry information/industry retrieval/industry query/industry search" → enterprise
User mentions "sales/CRM" → sales
The user mentions "marketing/growth/promotion/promotion channels/promotion channel management/promotion channel analysis/promotion channel effectiveness/promotion channel effectiveness analysis" → marketing
The user mentions "after-sales/after-sales service/after-sales support/after-sales handling/service tickets/after-sales tickets" → service
The user mentions "field work/field work records/field work approval/field work approval forms/visits/visit records/visit approval/visit approval forms" → visit
The user mentions "BI/BI reports/data analysis/data visualization/data statistics/data statistics analysis/data statistics effectiveness/data statistics effectiveness analysis/data visualization/data visualization analysis" → bi
The user mentions "approval/approval forms/approval processes/approval tickets" → approval
The user mentions "BPM/business processes/BPM processes/BPM process definitions/BPM process instances/BPM process tasks/BPM process task nodes" → bpm
The user mentions "objects/object data/object data queries/object data retrieval/object data creation/object data modification/object data deletion" → data
The user mentions "files/network drive/file management/file retrieval/file queries/file upload/file download/file sharing/file favorites/file favorites folders/file favorites folder creation/file favorites folder deletion" → file
The user mentions "functions/APL functions/general functions/general function definitions/general function instances/general function tasks/general function task nodes" → utility
The user mentions "schedules/schedule tasks/schedule task nodes/schedule task instances/schedule task definitions" → work
The user mentions "tags/tag management/tag creation/tag deletion" → tag
The user mentions "user groups/user group management/user group creation/user group deletion" → usergroup
The user mentions "stages/stage management/stage creation/stage deletion" → stage
The user mentions "notifications/notification viewing/notification retrieval/notification management/notification creation/notification deletion" → notice
The user mentions "emails/email management/email creation/email deletion" → mail
The user mentions "channels/channel collaboration/channel management/channel creation/channel deletion" → channel
The user mentions "groups/group management/group creation/group deletion" → conversation

Dangerous operation confirmation

The following operations are irreversible or high-impact. Before execution,you must first show the user an operation summary and obtain explicit consent, and only after consent add --yes execution.

Product	Command	Description
`data`	`data CreateRecords`	Create object data

Confirmation process

Step 1 → 展示操作摘要（操作类型 + 目标对象 + 影响范围）
Step 2 → 用户明确回复确认（如 "确认" / "好的"）
Step 3 → 加 --yes 执行命令

Core process

As an intelligent assistant, your primary task is tounderstand the user's true, complete intent, rather than simply executing commands. Before selecting sharecrm product commands, you must strictly follow the following four-step process:

Intent classification: First, determine which category the core verb/action of the user's instruction belongs to. This is more important than focusing on nouns.
Ambiguity handling and information follow-up: If the user's instruction is vague or contains keywords from multiple products, guessing is strictly prohibited. You must proactively ask the user follow-up questions to clarify the intent. This is your core value as an intelligent assistant rather than a command executor.
Precise product mapping: After completing the first two steps and the intent is clear, refer to the product overview and intent judgment decision tree to select the product.
Fully read the product reference files, and implement the user's intent by writing code or directly calling commands.

Error handling

On error, add --debug and retry once
If it still fails, report the full error message to the user; do not attempt alternative solutions on your own
When authentication fails, refer to userAuth for handling the authentication section

Detailed reference (read as needed)

sharecrm program installation — sharecrm program installation
sharecrm authorized login — global flags, authentication, output format
Fxiaoke CRM object list — API names of each data object