SoftSync's own plugin: your agent finds and updates CRM records, reads customer emails, books meetings, writes notes and sets reminders.
by Softsync-Lab· SalesUnclaimed · Yours? Claim it
4 images
About
SoftSync's own plugin connects your agent to your SoftSync CRM. It bundles SoftSync's hosted MCP server, which gives the agent the tools to read and change your SoftSync data, with SoftSync's agent skills: short guides that teach the agent which tool to use, in what order, and when to ask you first. It's for SoftSync customers and needs a SoftSync account. What you can do with it - Find, create, update and merge companies, contacts, deals, tasks and custom records, and count or chart them - Read emails, notes and saved meeting summaries linked to a customer, and search them by content - Check calendar events from connected Google and Outlook calendars, and book, move or cancel meetings on your booking pages - Write notes after a call and set one-time or repeating reminders - Write email templates and send them to one contact or a list - Manage public forms, groups, views and report dashboards - Run your automations, or draft a new one for you to review - Look up company and person details and save them to your records How to install it In Claude Code, run /plugin marketplace add Softsync-Lab/softsync-skills-hub, then /plugin install softsync@softsync. In Gemini CLI, run gemini extensions install https://github.com/Softsync-Lab/softsync-skills-hub. SoftSync's README also covers Codex, Cursor and Claude.ai, and the skills alone install with npx skills add Softsync-Lab/softsync-skills-hub, with the connection (https://api.softsync.ai/mcp/softsync) added in your agent's MCP settings. Signing in The first time your agent uses SoftSync, it sends you to SoftSync to sign in and choose a workspace. No API key is needed, and the agent can only see and change what your SoftSync account can. Good to know - The skills tell the agent to ask before anything that can't be taken back: sent email can't be recalled, merging records can't be undone, and booking or cancelling a meeting notifies real people. - Deleted records go to the Bin and can be restored within 30 days. - SoftSync says AI, MCP and API access are included on every plan.
Once it’s added
“Find the company Acme in SoftSync, summarise our last three emails with them, and remind me to follow up next Tuesday at 9.”
“Find the company Acme Corp in SoftSync and show me its details.”
“Add a note to Acme Corp: discussed renewal pricing, they want a proposal by Friday.”
Before you add it
Reads only
Companies, contacts, deals and custom records, with their history · Emails, notes and saved meeting summaries · Calendar events, booking pages and free times
Makes changes · your agent can ask first
Creates, updates and merges records · Writes notes and sets reminders · Books, moves and cancels meetings · Sends email templates once you confirm · Runs your automations
Each with its own page
From people who use it
Step by step
Nothing new reaches your agent until a person has looked at it.
No reviews yet. Used SoftSync? Say how it went.
Write a reviewRuns on your machine.
Runs on your machine.
/plugin marketplace add Softsync-Lab/softsync-skills-hub /plugin install softsync@softsync
Runs on your machine.
gemini extensions install https://github.com/Softsync-Lab/softsync-skills-hub
Scanned and passed · checked 5 h ago
Nobody has shared how they use SoftSync yet.
Plugins people install alongside SoftSync.
“How many deals do we have in each stage?”
“What meetings do I have this week, and with which companies?”
“Summarise our latest emails with Acme and suggest a next step.”
Scanned on every change, and again when our rules improve.
Claude CodeSupported
Gemini CLISupportedTell us and a person on the trust team will look at it. Or email [email protected].
Plugins people install alongside SoftSync.
Two subagents for sales and support: cold email sequences, follow-ups, proposals and sales scripts, plus support workflows and help content.
Sales playbooks and scoring scripts for account executives, sales engineers, sales ops, solutions architects and customer success.
monday.com's own CRM plugin: daily deal briefings, forecasts, deal updates from meetings and CRM cleanup, written back into monday.
Clay's own plugin: sets up the clay CLI so your agent can find prospects, enrich lists, query Clay tables and run Clay workflows.
Security scan
Passed
Safe to install in every agent it supports. Extensions, Claude plugins.
