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Agent skill

Clari Core Workflow B

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow.

MITAuto-check passed

Install Clari Core Workflow B

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-b -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace clari-core-workflow-b --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/clari-core-workflow-b .claude/skills/clari-core-workflow-b && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
clari-core-workflow-b
GitHub stars
2.8k
Token cost
~1k tokens
SKILL.md length
423 words
Files
2 (incl. references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow.

  • Works in 6 steps: Inventory the required resources → Freeze the extraction window → Fetch metadata first → …
  • Building conversation
  • SKILL.md covers Overview, Prerequisites, Instructions and Authentication, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Clari Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow. Use when building conversation or coaching datasets. Trigger with: "export Clari Copilot calls", "build conversation analytics", "load Copilot scorecards".

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/official-docs.md`). Compatibility notes: Requires entitlement to the Clari conversation-intelligence API, workspace integration credentials, and approval to process recordings, transcripts, and…

The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Building conversation
  • Coaching datasets
  • With: export Clari Copilot calls
  • Build conversation analytics

Example prompts

  • “export Clari Copilot calls”
  • “build conversation analytics”
  • “load Copilot scorecards”
  • “/clari-core-workflow-b”

Requirements

  • Compatibility (from SKILL.md): Requires entitlement to the Clari conversation-intelligence API, workspace integration credentials, and approval to process recordings, transcripts, and participant data.
  • Pre-approved tools (allowed-tools): Read, Grep, Write, Edit

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Inventory the required resources
  2. Freeze the extraction window
  3. Fetch metadata first
  4. Retrieve bounded details
  5. Normalize with privacy controls
  6. Reconcile and publish

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Grep
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • api-doc.copilot.clari.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Requires entitlement to the Clari conversation-intelligence API, workspace integration credentials, and approval to process recordings, transcripts, and participant data.

    From compatibility in the SKILL.md frontmatter.

Context cost

Clari Core Workflow B loads about 1k tokens when it runs, and up to ~1.5k if it reads all its reference files. Until then it costs about 69 tokens; SKILL.md has 423 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~69
When it runs · the whole SKILL.md, loaded when a task matches
~1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 423 words, ~1,024 tokens.

Download SKILL.mdSave it as .claude/skills/clari-core-workflow-b/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
clari-core-workflow-b
description
Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow. Use when building conversation or coaching datasets. Trigger with: "export Clari Copilot calls", "build conversation analytics", "load Copilot scorecards".
allowed-tools
Read, Grep, Write, Edit
compatibility
Requires entitlement to the Clari conversation-intelligence API, workspace integration credentials, and approval to process recordings, transcripts, and participant data.
version
2.0.0
argument-hint
[workspace-time-window-and-dataset]
model
inherit
effort
high
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, clari, copilot, conversation-intelligence, analytics

Clari Copilot Conversation Intelligence Extraction

Overview

Treat Copilot as a separate data product rather than an extension of Revenue API exports. Build a metadata-first extraction that minimizes sensitive content, joins stable identifiers, and records the exact window and pagination boundary.

Prerequisites

  • Copilot API key/password pair stored in an approved secret manager
  • Authorized time window, user population, and data-classification decision
  • Destination controls suitable for call and participant data

Instructions

Step 1: Inventory the required resources

Choose only the calls, call details, users, topics, scorecards, and templates necessary for the approved use case.

Step 2: Freeze the extraction window

Record workspace, start and end time, pagination order, and inclusion rules so reruns are deterministic.

Step 3: Fetch metadata first

List users, topics, scorecard templates, and call summaries before requesting detailed call content.

Step 4: Retrieve bounded details

Request call details only for selected call IDs, honor both documented rate ceilings, and checkpoint pagination without duplicates.

Step 5: Normalize with privacy controls

Separate identities, call metadata, scoring, and sensitive content; tokenize joins and restrict transcript or recording access.

Step 6: Reconcile and publish

Compare requested and received IDs, record missing or changed calls, and publish only the authorized dataset with lineage.

Authentication

Send both X-Api-Key and X-Api-Password to the Copilot host over HTTPS. Do not substitute the Revenue apikey; redact both Copilot credentials and minimize logs containing call titles, participant data, transcripts, or recording links.

Show full SKILL.md (191 more words)Show less

Tool Discipline

Use Read and Grep to inspect configuration, provider contracts, fixtures, logs, schemas, and existing tests before proposing a change. Use Write or Edit only for the approved plan, implementation, test, or redacted receipt; do not issue, rotate, revoke, create, update, cancel, delete, export, ingest, or publish provider data without explicit operator approval.

Output

  • Windowed extraction manifest and pagination checkpoints
  • Governed call, user, topic, and scorecard datasets
  • Reconciliation, privacy-classification, and publication receipt

Return the exact surface, environment, resource or job identifiers, contract fingerprint, evidence, unresolved risks, and final decision without exposing credentials or sensitive customer data.

Examples

A coaching dataset lists calls for one approved week, selects only calls for an authorized team, retrieves details under the documented limits, tokenizes participant joins, and records missing IDs before publication.

Error Handling

FailureResponse
One credential header is missingStop and validate the Copilot credential pair; do not fall back to a Revenue token.
Rate ceiling is reachedHonor retry timing, checkpoint the cursor, and resume without widening concurrency.
Detailed content exceeds approvalPublish metadata only and quarantine or omit transcripts and recording references.

Resources

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/.curated/clari-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.

  • SKILL.md
  • references/official-docs.md

Open the folder on GitHubat commit cfae287

Compare with similar skills

Clari Core Workflow B next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Clari Core Workflow B compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Clari Core Workflow B this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1kAutomated safety check: PassMIT
Extractalirezarezvani/claude-skills28k—~1.4kAutomated safety check: PassMIT
Brand Extractnexu-io/open-design100k—~3.1kAutomated safety check: PassApache-2.0
Design Extractnexu-io/open-design100k—~549Automated safety check: PassApache-2.0
Kg Extractruvnet/ruflo74k—~751Automated safety check: NotesMIT
Browser Extractruvnet/ruflo74k—~888Automated safety check: NotesMIT

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Questions about Clari Core Workflow B

What does Clari Core Workflow B do?

Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow. Clari Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Extract Clari Copilot calls, details, users, topics, and scorecards into a governed analytics flow.

When should I use Clari Core Workflow B?

Clari Core Workflow B fits situations like: building conversation; coaching datasets; with: export Clari Copilot calls; build conversation analytics.

How do I install Clari Core Workflow B in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/clari-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/clari-core-workflow-b in your project. Claude Code loads it when a task matches its description.

How do I install Clari Core Workflow B in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/clari-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/clari-core-workflow-b in your project. Codex loads it when a task matches its description.

Can I use Clari Core Workflow B in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-core-workflow-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/clari-core-workflow-b, .gemini/skills/clari-core-workflow-b, .github/skills/clari-core-workflow-b and .opencode/skills/clari-core-workflow-b in your project.

What does Clari Core Workflow B need to run?

SKILL.md names no scripts, command-line tools or credentials: Clari Core Workflow B is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Grep, Write, Edit. Compatibility (from SKILL.md): Requires entitlement to the Clari conversation-intelligence API, workspace integration credentials, and approval to process recordings, transcripts, and participant data..

Does Clari Core Workflow B access the network?

SKILL.md names 1 domain. As links in the text: api-doc.copilot.clari.com. This is read from the text; nothing was executed.

Is Clari Core Workflow B safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Clari Core Workflow B use?

Clari Core Workflow B is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Clari Core Workflow B use?

About 1k tokens (SKILL.md is roughly 4.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 485 tokens, read only when the agent opens those files.

What are the alternatives to Clari Core Workflow B?

Skills that share tags, products or a category with Clari Core Workflow B: Extract (alirezarezvani/claude-skills, 28k stars), Brand Extract (nexu-io/open-design, 100k stars), Design Extract (nexu-io/open-design, 100k stars) and Kg Extract (ruvnet/ruflo, 74k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Clari Core Workflow B?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.