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Localized reading guide

update-opportunityPurpose, usage and source

Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link. Use when the user says "push [deal] to [stage]", "move the close date on [opp]", "update next steps on [account]", "mark [deal] commit", or accepts a suggested update from another skill.

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/update-opportunity/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link. Use when the user says "push [deal] to [stage]", "move the close date on [opp]", "update next steps on [account]", "mark [deal] commit", or accepts a suggested update from another skill.

How the upstream workflow works

Step 0 - Check write access

This skill needs a crm connector with an update tool. At files-only (no crm connector), or when the connector has no update tool or refuses it, say so and fall back to the manual checklist format other skills use. Scheduled runs apply only the updates the user set the schedule up to make; anything else stops at the proposal.

Upstream passage · L41 ↗

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground stage names, exit criteria, and field names (including custom equivalents of amount / next step / forecast category) from the live CRM schema - never assume one vendor's shapes on another.

Upstream passage · L49 ↗

Step 2 - Read the current record

From the CRM: the opp's current stage, amount, close date, next step, forecast category, probability, last activity, owner. Always read before writing - the before/after must show real current values, not assumed ones.

Upstream passage · L56 ↗
Upstream passage · ↗
tiers:
  files-only:   the proposed change as a paste-ready checklist entry
                (before/after per field) the rep applies by hand
  read-only:    live current-value read; the same paste-ready proposal
  gated-writes: the update itself - as the user asks or accepts, within
                connector permissions, verified per record, citations
                on untrusted-sourced values

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
acf0d1cdfda0a5b6017e1331fbfc01f2cd62adc5280ff94c43150723b10bdc62
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