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twenty-crm

An Agent Skill for working with Twenty CRM — the open-source, self-hostable CRM.

Built from the complete Twenty documentation (154 pages across Getting Started, User Guide, and Developers sections).

Install

npx skills add galnaaman/twenty-crm

What it covers

Area Details
Self-Hosting Docker Compose, cloud providers (Railway, Coolify, EasyPanel, Kubernetes), env vars, upgrades, troubleshooting
OpenClaw Integration Webhooks → OpenClaw, OpenClaw → Twenty REST/GraphQL API, webhook payload schema, API quick reference
Data Model Custom objects, fields, relation fields, many-to-many, Metadata API
Workflows & Automations Triggers, actions, branches, iterators, 10+ CRM automation recipes
Data Migration CSV import/export, API import, migrating from HubSpot/Salesforce/other CRMs
APIs REST and GraphQL, authentication, batch upserts, filtering, pagination
Settings Workspace, members, domains, SSO, profile
Views & Pipelines Table, Kanban, Calendar views, filters, sorting, sales pipelines
Calendar & Email Mailbox connection, calendar sync, email tracking
Dashboards Dashboard creation, widgets, chart settings
AI Features AI chatbot, AI agents, permissions

Usage

For Opereo.ai Ecosystem: This skill is used by the Opereo platform to deploy and configure Twenty CRM instances for white-glove clients. It includes the setup-workspace.js automation script to configure the CRM as an OpenClaw mission control.

General Usage: Once installed, describe a Twenty CRM task and the skill activates automatically. Examples:

  • "Set up Twenty CRM for a client on a DigitalOcean VPS"
  • "Connect this Twenty instance to OpenClaw so new contacts trigger an agent"
  • "Create a custom Invoice object with fields for amount, due date, and status"
  • "Migrate 5,000 contacts from HubSpot to Twenty via CSV"
  • "Build a webhook that fires when an opportunity is closed-won"

Structure

skills/twenty-crm/
├── SKILL.md                          # Core skill — workflow decision tree + navigation
└── references/
    ├── openclaw-integration.md       # OpenClaw ↔ Twenty integration guide
    ├── self-host.md                  # Docker Compose, cloud providers, upgrades
    ├── extend.md                     # REST/GraphQL APIs, Webhooks, OAuth, Apps
    ├── workflows.md                  # Automations, triggers, actions, recipes
    ├── data-model.md                 # Custom objects, fields, relations
    ├── data-migration.md             # CSV import/export, API import
    ├── settings.md                   # Workspace, members, domains, SSO
    ├── views-pipelines.md            # Table/Kanban/Calendar views, pipelines
    ├── calendar-emails.md            # Mailbox, calendar, email tracking
    ├── dashboards.md                 # Dashboards, widgets, charts
    ├── ai.md                         # AI chatbot, agents, permissions
    ├── permissions.md                # Access control, SSO
    ├── billing.md                    # Pricing plans, credits
    ├── getting-started.md            # Core concepts, quickstart, glossary
    ├── contribute.md                 # Backend/frontend dev, local setup
    └── ...

License

MIT

About

Agent Skill for Twenty CRM — deploy, configure, extend, and connect Twenty to OpenClaw

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