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Copper CRM pipeline forecast and cleanup v1.0.0

Use this resource to forecast your Copper pipeline and clean up stale deals

New

  • 472 downloads
  • 104 likes
  • 236 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install copper-crm-pipeline-forecast

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reads your Copper CRM, computes a weighted pipeline forecast per rep and flags deals with no activity. It can also update opportunities in bulk and deduplicate contacts.

Mostly picked by

Updated November 2, 2026

Card for the “Copper CRM pipeline forecast and cleanup” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : CRUD, pipeline and forecast commands
  • SKILL.md : weekly per-rep forecast and contact hygiene recipes

Good fit for

  • You want to forecast revenue by rep every Monday
  • You have duplicate contacts in Copper

Not for

    Tags

    • crm
    • pipeline
    • forecast
    • copper

    About

    You say

    “Forecast my weighted pipeline by rep and list the deals that have stalled.”

    Card for the “Copper CRM pipeline forecast and cleanup” skill

    Skill published by Kerry Morrison under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to forecast your Copper pipeline and clean up stale deals
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md18.8 KB

    Origin and licence

    Listed unmodified

    Author
    Kerry Morrison
    Source
    github.com/mvanhorn/printing-press-library/tree/b7f184dc0b34ea3e16e85407ba028d828f59e085/cli-skills/pp-copper
    Licence
    Apache-2.0

    Notice

    « pp-copper » (Kerry Morrison, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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