Schmoozing — Data skill for Claude Code
From a pocketful of cards to pipeline.
How to install Schmoozing
This entry records only its repository, not the path inside it, so there is no
exact command to give. Open catrinmdonnelly/schmoozing and copy the folder into
~/.claude/skills/, or the file into ~/.claude/agents/.
What Schmoozing does
From a pocketful of cards to pipeline. A Claude Code skill that turns business card photos into researched CRM records.
Alternatives in Data
- Portaljs Add Resource — Add another file (resource) to an EXISTING dataset in a PortalJS portal — a data dictionary, methodology, or a 2.3k ★
- Memex — Open-source, local-first AI journal app for iOS and Android 697 ★
- Dashboard Layout — Design and build a complete dashboard layout — sidebar navigation, KPI cards, chart areas, data tables, filter 309 ★
README
Schmoozing
**Turn a pile of business cards into a researched pipeline.**
You have just got back from an event with a pocket full of cards. Now comes the tedious bit: typing them in, finding the right company, filling in the gaps, and deciding who is actually worth pursuing.
Schmoozing does it in one pass.
Photograph the cards. We will turn them into pipeline.
It reads the details, checks them against independent sources, researches the person and the business, and adds a clean, useful record to your CRM, with a verdict and a next action where it can.
So instead of a stack of cards waiting to be processed, you have a pipeline ready to work.
Install
/plugin marketplace add catrinmdonnelly/schmoozing
/plugin install schmoozing@schmoozing
Or drop it in as a plain skill:
git clone https://github.com/catrinmdonnelly/schmoozing ~/.claude/skills/schmoozing
Then photograph a card and say **"scan this card"**.
Needs Python 3, which every Mac has. `gspread` and `google-auth` only if you send them to a Google Sheet.
What happens to each card
- It reads the card. Claude reads the image directly, so there is no OCR library and the photo is not uploaded anywhere. It copes with two-sided cards, QR codes, bilingual cards, generic inboxes, and the difference between a trading name and a registered one.
- It checks you have not met them before. Searching your existing contacts first stops the same person going in three times across a year of events, and stops you emailing someone you archived last year.
- It checks the card against reality. Phone against the company's own website, email domain against DNS, name spelling against the companies register, job title against their profile. A card is a printed claim, often years old.
- It researches the business. What they sell and how an order actually reaches them, evidence of size and ownership, recent news, the person's LinkedIn.
- It gives a verdict. Against your definit
Related Skills
Social Cards Skills
Programmatic OG & Twitter Card image generation for AI agents. 6 visual styles, Satori+resvg, AI image gen pip
Lecture Notes Pipeline
Records lectures on a Mac, transcribes them locally with whisper.cpp while the class runs, and turns them into
Vbcs Export Data
Export a business object's data records from a standalone VBCS instance
Content Factory
Claude Code skill: pipeline from topic to researched blog-post PR
AI Powered Devloper Platform For Databricks
Just shipped a full-stack AI developer platform for Databricks 🚀 → Claude agent with live SSE streaming + too
Aiko Run All
Work the project's board: take the cards whose pipeline is unfinished, in board order, and drive
Related Agents
Maggie
Maggie, the intamos CRM assistant. Use proactively for anything about this business's contacts, deals, pipelin
Codex Artist
Image-generation subagent. Use PROACTIVELY whenever a task needs image files — generating or editing icons, lo
Buy Box Ranker
Turns a researched company list into a ranked list of decisions - PRIORITY, WATCH or PASS. Builds a written ru