SkillFoxx

YouGile skill for Hermes Agent: cards and CRM deals

yougile-hermes-skill

Rules for Hermes Agent working with the YouGile MCP server: which tool does what, how boards and CRM funnels differ, how to verify a write

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Skill

Extended access

Why this level

  • Guides the agent to create and change deals and cards through MCP
  • Writes to the CRM touch client data: tax ids, contacts, amounts
All reasons and checks
Russian stack

degin/yougile-hermes-skillAuthor:degin

Install

Services

In your terminal, with SkillFoxx CLI

npx skillfoxx add skills/yougile-hermes-skill

Detects the agents on your machine, shows the access level and pins the version.

Other ways to install

Access and checks

How we review

Extended accessThe tool runs code or makes network calls and only reads external data.

  • Guides the agent to create and change deals and cards through MCP
  • Writes to the CRM touch client data: tax ids, contacts, amounts

This is third-party code. Review the repository files before installing.

What it does

The `yougile-tasks` skill for Hermes Agent holds conventions for working with YouGile cards and CRM deals through the `yougile` MCP server. It tells two board types apart: a plain one with description, deadline, assignees, stickers and subtasks and a CRM funnel where a card can be a deal with an organization, contacts, an amount and activities. Deals are written through `crm_write_deal`, activities through `crm_activity` and directory records through `crm_directory_get` and `crm_directory_write`. The skill explains how tools load on demand and lists schema pitfalls: for example `linkedIds` replaces linked records wholesale and an empty value does not clear a field. It holds no project data: board ids and client names are kept elsewhere.

Who it is for. People who run tasks and a sales funnel in YouGile and hand the routine to Hermes Agent: project managers, sales staff and small team leads.

Good fit when

  • The agent creates, moves and closes cards and needs rules for choosing the right tools
  • You need to know whether a board is plain or a CRM funnel and where the tax id, activities and amount live
  • A deal is moved to another stage and the rejection stage needs a reason
  • Activities and notes are kept for a deal and the outcome goes into the YouGile knowledge base

Not a fit when

  • You need to go through a batch of cards with a separate decision for each: the skill itself rules this out
  • The YouGile MCP server is not connected in Hermes: without it the skill does nothing
  • The agent is not Hermes: the instructions assume its tool loading

Example request

Create a deal in the Sales funnel for the Romashka organization, add a contact and an amount and set the first activity

Limitations

The skill executes nothing itself and needs a YouGile MCP server connected in Hermes, and the repository links none, so you have to pick the server separately. The MCP tools may need an open yougile.com tab in the browser, and when a call fails the skill advises starting with that tab. The repository is compact: a README and one `SKILL.md`, with MIT given as the license in the skill file. The CRM model, schema pitfalls and write test procedure are written for the `yougile` server and need edits for a different tool set.

How to disable. Delete the `yougile-tasks` skill folder from the Hermes skills directory and disconnect the YouGile MCP server.

FAQ

Does it need a separate MCP server?

Yes, the skill holds rules only and the work with YouGile is done by a `yougile` server connected in Hermes.

How do I tell a CRM funnel from a plain board?

By the interface: a funnel card has an Activities block with an add-activity button. Such cards are written through `crm_write_deal` rather than `manage_tasks`.

Where do I keep board ids?

Outside the skill: the repository holds no project data on purpose, so keep them in a separate file or in agent memory.

What happens if I clear a field with an empty value?

The field will not clear: the skill notes that an empty value does not clear a field while `linkedIds` with an empty list unlinks all related records.

Where does the token go?

Into an environment variable or a `.env` file, never into chat or the skill itself.

Discussion

No questions or reviews yet.

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README in short

The README is short: the purpose of the skill, one install command through `hermes skills install` and a reminder that a connected YouGile MCP server is needed. The main text lives in `SKILL.md`: When to Use, Prerequisites, the two board types, the CRM model, pitfalls and the test write procedure on a trial card.

README badge

Original SKILL.md

---
name: yougile-tasks
description: Use when working with YouGile tasks or CRM deals via MCP.
version: 2.0.0
author: degin, Hermes Agent
license: MIT
---

# YouGile: конвенции карточек и CRM-сделок (Hermes)

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