skills/docs.clickmax.io/clickmax-leads-activity-analysis

clickmax-leads-activity-analysis

Installation
SKILL.md

As tools abaixo aparecem com os nomes que o MCP da Clickmax registra. Se o seu cliente de IA prefixar nomes de tool (mcp__<servidor>__, mcp_<servidor>_, ou outro), use o nome já prefixado que aparecer na sua lista de tools.

When this applies

Use this skill when the user needs the raw or grouped activity stream behind CRM behavior: per-lead timelines, system activity groups, owner-level activity counts/timeseries, or opportunity-card activity.

Not this skill:

  • tag lifecycle views -> clickmax-tags
  • high-level KPI dashboard reading with no need for raw event streams -> use the direct analytics tools
  • kanban/pipeline card mutation -> clickmax-pipelines

Key assumptions

  • per-lead lookups are cheaper and safer when the lead is already known
  • system-list/system-by-lead are derived grouped views, not manual tags
  • owner stats/timeseries/count are aggregate activity tools, not row-level cohort discovery
  • opportunity activity requires cardId
Installs
97
First Seen
Jun 16, 2026
clickmax-leads-activity-analysis from docs.clickmax.io