Your manages your
pipeline, contacts,
and follow-ups.

Claude Code v2.1.32
Opus 4.6 · Claude Max
~/projects
——————————————————————————

› Log my call with Jamie. They want to move forward.
  Move the deal to negotiation and commit to sending
  the contract by Friday.

• Logging interaction and updating deal...

  ⚡ Bash
  moss interaction log --contact-id 7kx2m --type call \
      --occurred-at 2026-02-08T16:00:00Z \
      --notes "Wants to move forward. Ready for contract."

  ✓ Logged call interaction

  ⚡ Bash
  moss deal move --id d_3kf8 --stage negotiation

  ✓ Deal "FinFlow — API Suite" → negotiation

  ⚡ Bash
  moss commitment create --contact-id 7kx2m \
      --description "Send contract for API Suite" \
      --due-date 2026-02-14

  ✓ Commitment created — due Fri Feb 14

› █

Claude Code v2.1.32
Opus 4.6 · Claude Max
~/projects
——————————————————————————

› Show me the pipeline and any overdue follow-ups.

  ⚡ Bash
  moss pipeline show

  ┌— Pipeline Summary ——————————————————┐
  │                                                     │
  │  Stage          Deals    Total Value              │
  │  Lead             3      $32,500                  │
  │  Demo             2      $26,000                  │
  │  Proposal         2      $51,500                  │
  │  Negotiation      2      $48,000                  │
  │  Won              1      $24,000                  │
  │                                                     │
  ├—————————————————————————┤
  │  Total open: 9 deals · $158,000                   │
  └—————————————————————————┘

  ⚡ Bash
  moss followup overdue

  ⚠ 2 overdue follow-ups:
    1. Send revised pricing to CloudSync — 2 days overdue
    2. Follow up on demo feedback (Buildwise) — 1 day overdue

› █

Cursor Agent Mode
~/projects
——————————————————————————

› Find all contacts related to enterprise deals
  and tag them.

  ⚡ Bash
  moss search --q "enterprise"

  ┌— Search Results — "enterprise" —————————┐
  │                                                     │
  │  Type       Name                   Match          │
  │  deal       NexGen — Enterprise    name           │
  │  contact    Marcus Wei             deal           │
  │  company    NexGen Corp            deal           │
  │                                                     │
  ├—————————————————————————┤
  │  3 results across contacts, companies, deals       │
  └—————————————————————————┘

  ⚡ Bash
  moss tag create --name "enterprise" --color "#2563eb"

  ✓ Tag "enterprise" created

› █

# .github/workflows/crm-hygiene.yml
# Weekly: check overdue follow-ups + pipeline summary

name: CRM Pipeline Check
on:
  schedule:
    - cron: '0 9 * * 1'  # Every Monday 9 AM

jobs:
  pipeline-check:
    runs-on: ubuntu-latest
    steps:
      - name: Install MossDesk CLI
        run: npm i -g @mossdesk/cli

      - name: Check overdue follow-ups
        run: moss followup overdue --json
        env:
          MOSS_API_KEY: ${{ secrets.MOSS_API_KEY }}

      - name: Pipeline summary
        run: moss pipeline show --json
        env:
          MOSS_API_KEY: ${{ secrets.MOSS_API_KEY }}

# Works with: GitHub Actions, GitLab CI, CircleCI, Buildkite