Agent skill · marketing growth · membranedev
satuit
Satuit integration. Manage data, records, and automate workflows. Use when the user wants to interact with Satuit data.
Why this skill is useful
Adds specific commands and workflows for integrating with the Satuit CRM that the AI wouldn't reliably generate on its own.
What it needs
Requires @membranehq/cli installed locally. Requires membrane account access. About 4k tokens when loaded. Last updated 2026-04-28. 253 stars on the source repository.
What this skill does
Satuit Satuit is a CRM and portfolio management solution designed for wealth management firms, private banks, and trust companies. It helps financial professionals manage client relationships, track investments, and ensure regulatory compliance. The platform is used by advisors, relationship managers, and operations staff within these organizations. Official docs: https://www.satuit.com/satuitcrm-open-api/ Satuit Overview Client Client Contact Contact Document Fund Investment Mandate Invoice Lead Meeting Product Prospect Report Task User Use action names and parameters as needed. Working with Satuit This skill uses the Membrane CLI to interact with Satuit. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing. Install the CLI Install the Membrane CLI so you can run membrane from the terminal: Authentication This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available. Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with: Add --json to any command for machine-readable JSON output. Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness Connecting to Satuit Use membrane connection ensure to find or create a connection by app URL or domain: The user completes authentication in the browser. The output contains the new connection id. This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically. If the returned connection has state: "READY", skip to Step 2. 1b. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills membranedev/satuit