/identity-resolution
Use to match accounts, contacts, and opportunities across enrichment
$ npx -y skills add gtmagents/gtm-agents --skill identity-resolution --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/identity-resolution
Context preview
The summary Claude sees to decide when to auto-load this skill.
Use to match accounts, contacts, and opportunities across enrichment
SKILL.md
identity-resolution.SKILL.mdname: identity-resolution description: Use to match accounts, contacts, and opportunities across enrichment sources with governed rules.
Identity Resolution Playbook Skill
When to Use
- Normalizing provider outputs before syncing to CRM/CDP.
- Tying intent, enrichment, and product telemetry to the same account/contact IDs.
- Diagnosing duplicate or conflicting records in downstream systems.
Framework
1. **Key Hierarchy** – define primary/secondary keys (domain, account_id, email, person_id). 2. **Matching Logic** – configure deterministic and fuzzy rules, tie-breakers, and confidence scoring. 3. **Conflict Handling** – specify precedence rules, merge policies, and exception queues. 4. **Governance** – document owners, change control, and monitoring cadence. 5. **Audit Trail** – capture lineage metadata, before/after snapshots, and rollback steps.
Templates
- Matching rule matrix (field, rule type, weight, confidence threshold).
- Exception queue workflow with owners + SLAs.
- Audit workbook for sampling matches vs source-of-truth.
Tips
- Start with deterministic keys (domain, CRM ID) before fuzzy logic to reduce noise.
- Version rules so downstream teams know when behavior changes.
- Pair with `signal-taxonomy` to keep IDs aligned with schema updates.
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