lcrm-business-record

Original：🇨🇳 Chinese

Translated

3 scripts

Parse sales input and create business records. Ask for supplementary information if any details are missing, and must confirm with the user before submission.

2installs

Sourcer-earth-or/lcrm_skills

Added on2026-02-24

NPX Install

npx skill4agent add r-earth-or/lcrm_skills lcrm-business-record

SKILL.md Content (Chinese)

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Scenario 2: Business Record Filling

Goal

After the sales team inputs natural language, automatically organize and create business records. If any information is missing, remind the user to supplement it first. Must get user confirmation before submission.

Note: The business record query function has been moved to the lcrm-search skill; this skill is only responsible for creating business records.

Script Entry

Main script:

node scripts/business-record.mjs <action> [options]

Environment variables:

Required:
```
LCRM_API_KEY
```
Optional:
```
LCRM_BASE_URL
```
(default
```
https://crm.langcore.net
```
)

Target API

```
POST /api/business-records
```

Key fields in the request body:

Required:
- ```
customerId
```
  or
```
leadId
```
  (either one is required;
```
customerId
```
  is preferred in sales scenarios)
- ```
followUpType
```
  (enumeration)
- ```
contactedPerson
```
- ```
description
```
  (at least 10 characters after removing HTML)

Optional:

```
recordTime
```
```
opportunityId
```
```
opportunityStatus
```
```
estimatedCloseDate
```
```
actualCloseDate
```
```
attachments
```

followUpType

enumeration:

WeChat

Phone Call

Online Meeting

Email

On-site Visit

Business Event

Other

Mandatory Process

Parse user input and extract:
- Customer name
- Contact person name
- Follow-up type (leave blank if unable to determine)
- Record content
Convert customer name to ID:
- Script:
```
node scripts/business-record.mjs find-customer --company-name "<customer name>" --limit 5
```
- No results: Inform the user that the customer does not exist and ask for the accurate name.
- Multiple results: List candidates and let the user confirm the unique customer.
Contact person verification (recommended):
- Script:
```
node scripts/business-record.mjs customer-detail --customer-id "<customerId>"
```
  to check if the contact person exists.
- If no match is found, do not block the process, but prompt: "The contact person was not matched in the system, and will be written to contactedPerson as text."
Assemble payload and perform local validation:
- ```
description
```
  length >= 10
- ```
followUpType
```
  must be in the enumeration
Confirm before submission (mandatory):
- Output a confirmation card that includes at least:
  - customerId
    + customer name
  - contactedPerson
  - followUpType
  - Summary of
    description
  - recordTime
    (if blank, note "Default to current time")
- Only execute the POST request when the user explicitly replies with "Confirm/Submit/Yes".
Submit and return results:
- Script:
```
node scripts/business-record.mjs create --payload '<JSON>'
```
  or
```
--payload-file <file>
```
- Success: Return
```
id/recordTime
```
  and key fields.
- Failure: Reveal the backend error and provide suggestions for next steps.

Command Example

bash

node scripts/business-record.mjs create \
  --customer-id "<customerId>" \
  --follow-up-type "Phone Call" \
  --contacted-person "Zhang San" \
  --description "Confirmed the POC scope and budget with the customer; the technical proposal is expected to be submitted next week."

Missing Information Prompt Template

Prompt the user directly to supplement the following fields if they are missing:

Missing customer name:
```
Please supplement the customer name.
```

Missing contact person:

Please supplement the name of the contact person for this interaction.

Missing follow-up type:

Please supplement the follow-up type (WeChat/Phone Call/Online Meeting/Email/On-site Visit/Business Event/Other).

Missing record content or content is less than 10 characters:

Please supplement a more complete follow-up record (at least 10 characters).

Error returned from request:

Please complete the contact person information (name, phone number, role) in the LCRM system web portal first before adding a new business record

(the user needs to go to the LCRM system web portal to complete the contact person information at this time).