Total Expert — интеграция с CRM для финансовых организаций

integrations

Totalexpert is a Claude Code skill that connects it to Total Expert — a CRM and marketing automation platform built for mortgage lenders, banks, and credit unions. Using the Membrane CLI, you can manage contacts, opportunities, and loan officer data, run pre-built actions, or send proxy requests directly to the Total Expert API with automatic authentication header injection and transparent credential refresh. Membrane handles all auth plumbing, so the integration logic stays front and center. The skill is a good fit for financial institutions looking to automate customer relationship workflows and marketing campaigns through an AI agent. A Membrane account (free tier supported) and network access are required.