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Update to Nimble CRM
Snapshot Nov 9, 2026 · 12:07 UTC · version 1.1.1
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{
"description": "Find, filter, and review people and companies in Nimble, including who has not been contacted recently and likely duplicates of a contact. Use for contact lists, follow-up planning, relationship recency, tags, owners, or field-based contact lookups. This skill reads contacts; it does not create, update, tag, or merge them.",
"included_files": [],
"name": "find-contacts-in-nimble",
"skill_md_contents": "---\nname: find-contacts-in-nimble\ndescription: Find, filter, and review people and companies in Nimble, including who has not been contacted recently and likely duplicates of a contact. Use for contact lists, follow-up planning, relationship recency, tags, owners, or field-based contact lookups. This skill reads contacts; it does not create, update, tag, or merge them.\n---\n\n# Find contacts in Nimble\n\nUse the Nimble MCP connector as the source of truth. Discover real IDs and field names; never invent them.\n\n## Build the search\n\n- Put every requested constraint into one `search_contacts` query, combining terms with `and`, `or`, and `not`.\n Use `__any` with `contain` for a loose name or company lookup, and exact identifiers such as email or domain when\n the user provides them.\n- Call `get_contact_search_field_metadata` when a field name, operator, or custom field handle is uncertain, and use the\n returned `search_name`. Sort only by fields it marks `sortable`.\n- Use `record type` to separate people from companies when the request implies one of them.\n\n## Relationship recency\n\n- \"By me\" means `user last contacted`; \"by anyone on the team\" means `company last contacted`. Ask only when the\n difference matters and the request does not make it clear.\n- Last contacted reflects emails, calls, past calendar events, and activity types configured to count. Notes, tags,\n and field edits do not update it.\n- For \"not contacted in N days\", use `not_in_the_last` with `{\"unit\": \"day\", \"quantity\": N}`. It matches only contacts\n that were contacted at some point; add `{\"is_empty\": true}` on the same field in an `or` when never-contacted contacts\n belong in the answer, and say which case each contact falls into.\n- Sort by the same field ascending to list the longest-neglected contacts first, or descending for the most recent.\n- Compact results include `last_contacted_by_me` and `last_contacted_by_team`; a missing value means no recorded\n interaction, not an unknown date.\n\n## Read the results\n\n- Start with the default compact response. It keeps common fields and at most ten tags; `tags_total` shows that more\n exist. Before reasoning about all tags of a contact, read it with `get_single_contact`.\n- Request `response_format=\"full\"` only when custom fields of several matches are required; full pages are large.\n- Keep the same query and sort while paging and use `meta` to report how many contacts matched. Never present one page\n as the complete result.\n- Clearly separate an empty result from a field that was not included in the selected response format.\n\n## Duplicates\n\n- To check one contact for duplicates, call `find_contact_duplicates` with its ID. Explain each candidate with its\n `matched_fields`; `likeness` ranks candidates but does not prove they are the same person or company.\n- Use `save-contact-to-nimble` when the user wants to merge records or change a contact.\n"
}SHA-256 of public snapshot: da26766a17224f4ba809671fec9cfdce245225b97ce1259264e5ce30cd38b660