Nex
Wire your coding agent to Nex CRM so it can query your organization’s context graph, read and update records, and surface live insights while you build or run the product.
Overview
nex is an agent skill most often used in Build (also Operate, Grow) that connects your AI agent to Nex CRM so it can query the context graph, manage records, and return live organizational insights.
Install
npx skills add https://github.com/nex-crm/nex-as-a-skill --skill SKILL.mdWhat is this skill?
- Query your Nex context graph from the agent with natural-language or structured requests
- Create, update, and manage CRM records without leaving the agent session
- Receive live organizational insights tied to current work (customers, deals, projects, internal entities)
- Keeps agent answers grounded in up-to-date org data instead of static exports
- Packaged as a SKILL.md agent capability for Claude Code, Cursor, Codex, and similar tools
Adoption & trust: 45 GitHub stars.
What problem does it solve?
Your agent guesses org state from chat history because CRM and context-graph data live outside the session and go stale the moment you paste an export.
Who is it for?
Solo builders and small teams already on Nex CRM who want their coding agent to use the same live context graph they rely on for customers, deals, and internal knowledge.
Skip if: Builders without Nex CRM, greenfield projects with no org data in a graph, or teams that forbid agents from network or API access to customer systems.
When should I use this skill?
When your AI agent needs real-time organizational context from Nex—querying the context graph, managing CRM records, or receiving live insights during a task.
What do I get? / Deliverables
Your agent reads and writes against live Nex organizational context—graph queries, record changes, and timely insights—so answers and actions match what is actually in your CRM today.
- Context-graph query results surfaced in the agent session
- CRM record reads and updates executed via agent-guided actions
- Live organizational insights aligned to the current Nex dataset
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Installing and configuring the Nex skill is a build-time integration step that gives agents a persistent connection to your org’s context graph rather than stale copy-paste from docs or spreadsheets. The skill’s core job is third-party connectivity—exposing Nex CRM APIs and graph queries to the agent—so the canonical shelf is build → integrations.
Where it fits
Expose deal and account entities from Nex so the agent can implement billing or onboarding features against real field names and relationships.
Add nex to the agent stack so implementation tasks automatically pull the latest org context instead of a one-off CSV dump.
While fixing a production bug, ask the agent to fetch the customer’s current Nex record and related graph nodes before proposing a patch or comms draft.
Draft renewal or expansion outreach with the agent after it reads live pipeline and account health from the context graph.
How it compares
Use as a CRM context-graph integration for agents—not as a replacement for formal planning skills or a standalone MCP server catalog entry.
Common Questions / FAQ
Who is nex for?
nex is for solo and indie builders (and small teams) who use Nex CRM and want Claude Code, Cursor, Codex, or similar agents to query their context graph, manage records, and get live org insights during daily work.
When should I use nex?
Use nex during Build when wiring agent tooling to customer or org data; during Operate when triaging issues or updates that need current CRM records; and during Grow when drafting lifecycle or support actions that must match live pipeline and account state.
Is nex safe to install?
Treat it like any integration that can reach CRM APIs and records: review the Security Audits panel on this Prism page, confirm requested permissions (network, secrets, APIs), and scope credentials to least privilege before enabling it in production orgs.
SKILL.md
READMESKILL.md - Nex
Share real-time organizational context with your AI agent — query your context graph, manage records, and receive live insights # nex { "name": "nex", "description": "Share real-time organizational context with your AI agent — query your context graph, manage records, and receive live insights" }