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Official agent skill

MCP Urgent Caller Triage

by zapier in zapier/gtm-cheat-codes

Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.

OfficialMITAuto-check passedProductivity & Automation

Install MCP Urgent Caller Triage

skills CLI
$ npx skills add zapier/gtm-cheat-codes --skill mcp-urgent-caller-triage -a claude-code

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

GitHub CLI
$ gh skill install zapier/gtm-cheat-codes mcp-urgent-caller-triage --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/zapier/gtm-cheat-codes.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/legal-operations/mcp-urgent-caller-triage .claude/skills/mcp-urgent-caller-triage && 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
mcp-urgent-caller-triage
GitHub stars
342
Token cost
~1k tokens
SKILL.md length
502 words
Files
6
Skills in repo
21
Repo updated
First seen
Licence
MIT

At a glance

Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.

  • Works in 7 steps: Accept a call transcript, call ID, or… → Pull transcript and caller metadata… → Classify the call into exactly one tier:… → …
  • Tasks that involve Workflow automation
  • SKILL.md covers Workflow, Urgency Model, Zapier MCP And SDK Role and Output Format, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

MCP Urgent Caller Triage is an agent skill from zapier/gtm-cheat-codes, published by the product's own GitHub organization. Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files (for example `ONBOARDING-PROMPT.md`, `README.md` and `SCHEMA-MAP.md`).

It sits in Productivity & Automation, covering Workflow automation and MCP servers. It works with Model Context Protocol and Zapier. The repository describes itself as: A field guide for go to market teams using coding agents. Installable skills for campaign planning, CRM context, customer proof, and reviewable agent workflows. The licence is MIT.

When your agent uses it

  • Tasks that involve Workflow automation
  • Tasks that involve MCP servers

Example prompts

  • “/mcp-urgent-caller-triage”

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Accept a call transcript, call ID, or recent call-log request.
  2. Pull transcript and caller metadata through Zapier MCP from the approved phone or VoIP system.
  3. Classify the call into exactly one tier: Critical, Urgent, or Standard.
  4. Match the caller to the approved legal case management system, such as Clio.
  5. Gather context needed for a callback: secure source link, urgency evidence, assigned owner, next deadline category, and coarse status…
  6. Create a prioritized callback entry for the approved delivery channel, such as Slack, email, or Google Sheets.
  7. Draft client-facing language only when an authorized firm user explicitly asks.

What it can do on your machine

Read from SKILL.md and the folder at commit 022a288. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    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):

    • zapier.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.

Context cost

MCP Urgent Caller Triage loads about 1k tokens when it runs. Until then it costs about 51 tokens; SKILL.md has 502 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~51
When it runs · the whole SKILL.md, loaded when a task matches
~1k

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 zapier/gtm-cheat-codes at commit 022a288, republished under its MIT licence (© zapier). 502 words, ~1,043 tokens.

Download SKILL.mdSave it as .claude/skills/mcp-urgent-caller-triage/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
mcp-urgent-caller-triage
description
Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.

MCP Urgent Caller Triage For Law Firms

Use this skill when a law firm needs to identify which inbound callers need attention first and give the callback owner context before they call back.

Workflow

  1. Accept a call transcript, call ID, or recent call-log request.
  2. Pull transcript and caller metadata through Zapier MCP from the approved phone or VoIP system.
  3. Classify the call into exactly one tier: Critical, Urgent, or Standard.
  4. Match the caller to the approved legal case management system, such as Clio.
  5. Gather context needed for a callback: secure source link, urgency evidence, assigned owner, next deadline category, and coarse status flags when approved.
  6. Create a prioritized callback entry for the approved delivery channel, such as Slack, email, or Google Sheets.
  7. Draft client-facing language only when an authorized firm user explicitly asks.

Urgency Model

TierSignalsResponse target
CriticalCourt date or filing deadline within 48 hours, opposing counsel deadline, safety concern, client threatening to leaveImmediate review
UrgentBilling dispute, repeated unreturned calls, frustrated language, time-sensitive filing, escalation requestSame-day review
StandardStatus check, document request, scheduling, general questionNext-business-day review

Tune the signal list by practice area. Family law, personal injury, criminal defense, immigration, estate planning, and business law teams will each need different examples and thresholds.

Zapier MCP And SDK Role

  • Use Zapier MCP to read call logs, transcripts, caller metadata, legal client records, matter context, approved activity history, and delivery-channel destinations.
  • Use Zapier SDK only if the workflow becomes durable automation, such as scheduled transcript polling, callback dashboard updates, alert routing, retry handling, KPI logging, or resolution tracking.
  • Keep callbacks, client-facing messages, legal record updates, billing changes, and broad alerts human-approved.
Show full SKILL.md (219 more words)Show less

Output Format

For each flagged call, return the minimum useful callback entry by default:

text
[Tier] - <Masked Caller Identifier>
Call ID: <Call ID or secure source link>
Reason: <Neutral reason this call was flagged>
Deadline category: <Immediate, same day, next business day, or none found>
Owner: <Assigned attorney or staff owner>
Recommended next step: <Callback, manual lookup, escalation, or standard follow-up>

Include full phone numbers, matter names, matter status, billing details, transcript excerpts, or deadline specifics only inside approved legal systems or access-controlled firm channels where that level of detail is explicitly required. Use billing context only as a coarse flag such as "billing review requested"; do not include invoice amounts, payment details, or dispute narratives in broad callback summaries.

Critical calls should appear first. Within each tier, sort by deadline proximity, then by repeat-caller count.

Guardrails

  • Do not call clients automatically.
  • Do not send client-facing messages unless an authorized firm user explicitly asks.
  • Do not modify legal case management records unless the approved workflow explicitly requires it.
  • Do not expose confidential matter details outside approved firm channels.
  • Do not store transcripts beyond the working session unless the approved workflow requires retention.
  • If a caller cannot be matched, mark the entry as "Unmatched - manual lookup needed" and still classify urgency.
  • Do not invent deadlines, case status, billing details, or caller identity.
  • When confidence is low, state the uncertainty and the evidence needed for review.

Inspired By

This skill is generalized from Iron Noodle's legal automation work using Zapier MCP. Read the full story: How an automation consultancy uses Zapier to rewire law firms in 9 days.

© zapier, 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 5 other files in skills/legal-operations/mcp-urgent-caller-triage of zapier/gtm-cheat-codes.

  • SKILL.md
  • ONBOARDING-PROMPT.md
  • README.md
  • SCHEMA-MAP.md
  • SETUP.md
  • metadata.yaml

Open the folder on GitHubat commit 022a288

Compare with similar skills

MCP Urgent Caller Triage 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.

MCP Urgent Caller Triage compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
MCP Urgent Caller Triage this skillzapier/gtm-cheat-codes342—~1kAutomated safety check: PassMIT
Zapier Statuszapier/zapier-mcp430—~1.8kAutomated safety check: PassMIT
Zapier Workflowsdavila7/claude-code-templates33k2 repos~4.9kAutomated safety check: PassMIT
Makeericrisco/rsc-harness180—~3.1kAutomated safety check: NotesMIT
Zapier Demozapier/zapier-mcp430—~2.7kAutomated safety check: PassMIT
MCP Clientcoleam00/second-brain-skills832—~1kAutomated safety check: PassNone

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Works with

Categories

Questions about MCP Urgent Caller Triage

What does MCP Urgent Caller Triage do?

Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review. MCP Urgent Caller Triage is an agent skill from zapier/gtm-cheat-codes, published by the product's own GitHub organization. Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.

When should I use MCP Urgent Caller Triage?

MCP Urgent Caller Triage fits situations like: tasks that involve Workflow automation; tasks that involve MCP servers.

How do I install MCP Urgent Caller Triage in Claude Code?

Run `npx skills add zapier/gtm-cheat-codes --skill mcp-urgent-caller-triage -a claude-code`. Or copy the skill folder (skills/legal-operations/mcp-urgent-caller-triage in zapier/gtm-cheat-codes) into .claude/skills/mcp-urgent-caller-triage in your project. Claude Code loads it when a task matches its description.

How do I install MCP Urgent Caller Triage in Codex?

Run `npx skills add zapier/gtm-cheat-codes --skill mcp-urgent-caller-triage -a codex`. Or copy the skill folder (skills/legal-operations/mcp-urgent-caller-triage in zapier/gtm-cheat-codes) into .agents/skills/mcp-urgent-caller-triage in your project. Codex loads it when a task matches its description.

Can I use MCP Urgent Caller Triage 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 zapier/gtm-cheat-codes --skill mcp-urgent-caller-triage -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/mcp-urgent-caller-triage, .gemini/skills/mcp-urgent-caller-triage, .github/skills/mcp-urgent-caller-triage and .opencode/skills/mcp-urgent-caller-triage in your project.

What does MCP Urgent Caller Triage need to run?

SKILL.md names no scripts, command-line tools or credentials: MCP Urgent Caller Triage is instructions for the agent only.

Does MCP Urgent Caller Triage access the network?

SKILL.md names 1 domain. As links in the text: zapier.com. This is read from the text; nothing was executed.

Is MCP Urgent Caller Triage 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 MCP Urgent Caller Triage use?

MCP Urgent Caller Triage is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does MCP Urgent Caller Triage use?

About 1k tokens (SKILL.md is roughly 4.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to MCP Urgent Caller Triage?

Skills that share tags, products or a category with MCP Urgent Caller Triage: Zapier Status (zapier/zapier-mcp, 430 stars), Zapier Workflows (davila7/claude-code-templates, 33k stars), Make (ericrisco/rsc-harness, 180 stars) and Zapier Demo (zapier/zapier-mcp, 430 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains MCP Urgent Caller Triage?

zapier (a GitHub organization, an official publisher) maintains it in zapier/gtm-cheat-codes, which has 342 GitHub stars. The repository holds 21 skills in this directory. The repository was last updated on July 13, 2026.

Source: zapier/gtm-cheat-codes on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.