Customer Magic

Free · yours to keep

The setup skill

A setup playbook for the agent you already work in — Cowork, Claude Code, ChatGPT, Codex or whatever else. It connects your inbox, calendar, CRM and billing one at a time, checking each one actually returns your real data before it moves on. That check is the step everybody skips, and it is why most setups quietly produce confident nonsense.

Install it where you work

It installs properly into whichever one you use — so it's a thing you have from then on, not a page you come back to. Pick yours and the steps adjust.

  1. 01

    Install it in Claude Cowork

    Add the marketplace, then install the plugin from it. No terminal — it's two entries in your plugin settings, and the skill lands in your / menu.

    1. 1Add the marketplace: bensufiani/customer-magic-plugin
    2. 2Install “Customer Magic” from it
  2. 02

    Say the word

    Once it's installed it stays installed — this is a thing you have now, not a page you come back to.

    Set up my revenue sources.

    The plugin brings the Customer Magic connection with it, so that part is already done once it's installed — the skill verifies it rather than setting it up.

  3. 03

    Connect one source — your inbox

    Connectors, added from your settings. Gmail, Google Calendar, Slack and the major CRMs are all there as first-party connectors.

    One source, not five. With everything wired at once you can't tell which one is producing a bad answer, so you end up trusting none of them. Your inbox first, because you're the only person who can check the answers from memory.

Prefer to read it first? It is one plain markdown file — open SKILL.md, or read it section by section below.

How do I know it worked?

It should open by asking which harness you're in, and then what you want to get out of this — not by connecting anything. If it starts wiring things up without asking, it hasn't read the playbook: check the URL came through intact and try again.

The first real checkpoint is your inbox. Ask it for the last five people you exchanged more than two emails with. You were there for those conversations, so you'll know instantly whether it's right — and if it isn't, stop there rather than adding a second source on top of a broken one.

Still stuck? Reply to any email from us and I'll work out why. A setup that silently doesn't work is our problem to fix, not yours to debug.

Read the whole thing first — 126 lines

Nothing hidden

You should read anything you install into an agent that can see your inbox. This is the actual file, section by section — the same one the prompt above downloads.

  • Never connect anything on the person's behalf, and never pressure them. Suggest, say what it buys them, and wait. A no is recorded as skipped and not raised again.
  • One source at a time, each one checked. With five sources wired up and a bad answer coming back, nobody can tell which one is lying.
  • Read access wherever the vendor offers it. Nothing in this setup needs to send a mail, move a deal or issue a refund.
  • Never ask for a password, and never type one. OAuth and keys the person creates themselves only. A key never goes into a chat, a file in a repository or any Customer Magic field.
  • Use the mechanism of the harness you are in, and no other. If you are unsure how a step is done here, say so and ask. resources/harnesses.md has one section per harness; read only yours.
  • A half-finished setup that gets used beats a complete one that felt like a wizard. They may stop after any step.

Or read the raw file

It connects nothing on your behalf

Every source is suggested, never connected for you, and it asks for read-only access wherever the vendor offers it. Nothing in the setup needs permission to send an email or move a deal, and it never asks you to paste a password. Connecting Customer Magic itself is an explicitly optional final step — everything before it is useful whether or not you ever do.

The Sales Harness · free

One better move, every Tuesday.

Plus the setup skill that connects your inbox, calendar, CRM and billing to your agent — and 7 days of the workbench, whenever you want them.

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  • One better move, every Tuesday

    One specific thing to change about how you work your pipeline. No news, no roundups, no link dumps.

  • The setup skill

    Installs into whichever agent you use. Connects your inbox, calendar, CRM and billing — and checks each one actually returns your data.

  • 7 days of the workbench

    Waiting on your account. The clock starts the day you open it, not the day you sign up.