# sofatofu

> Use when the user asks to work with CRM data through Sofatofu: find, add, update, or delete companies, people, deals, and activities, review a sales pipeline, log a call, or explain and undo changes. Also use to import or export records, move data from another CRM or spreadsheet, or bring in data from mail, calendar, and other tools, and for Sofatofu setup, sign-in, workspace selection, member access, and workspace settings.

## Skills

- [Sofatofu](/skills/sofatofu/SKILL.md): Built for agents, Command structure, Acting on the request, Talking to the user, How writes work: read first, then write, Reading results, When a command fails, Send feedback
- [Setup and sign-in](/skills/sofatofu/references/setup.md): Install the CLI, Set up the machine, Update, Sign in, Select a workspace, Sign out, Uninstall the CLI
- [Records](/skills/sofatofu/references/records.md): Find records, Read records by ID, Create records, Update records, Delete records, Log an activity, Fields and matching, Edge cases and formatting details
- [Filters and pipeline queries](/skills/sofatofu/references/filters.md): Pipeline queries, Operators, Any of several filters, Built-in fields, Custom fields, When a filter is rejected, Edge cases
- [Change history and reversal](/skills/sofatofu/references/changes.md): Find a change, Inspect changed values, Reverse a change, Resolve a rejected reversal
- [Workspace configuration](/skills/sofatofu/references/workspace.md): Read the settings, Change one setting, Set the deal currency, Rename the workspace, Create or change a stage, Create or change a custom field
- [Members and invitations](/skills/sofatofu/references/members.md): List members and invitations, Invite someone, Remove a member, Revoke an invitation
- [Import and export](/skills/sofatofu/references/import-export.md): Before you import, Import in batches, Undo an import, Report the import, Export records
- [Integrations](/skills/sofatofu/references/integrations.md): Bring in data from another tool, Run a sync on a schedule, Find what changed, What Sofatofu doesn't offer
- [Reporting and analysis](/skills/sofatofu/references/reporting.md): Choose the presentation, Make a chart, Calculate from retrieved data, Define the scope and check completeness, Respect what the data can establish