3cx-directory--contacts

# 3CX Directory & Contacts ## Overview 3CX exposes read-only lookups across three sources: the PBX's own phonebooks (company and personal entries), the PBX's user/extension list, and — where the PBX has a CRM connector configured — contacts synced in from that CRM. All of it is read-only; nothing in this skill creates or edits a contact or extension. ## Anti-triggers - **The CRM record itself** — this skill only reads what 3CX has synced in or is querying live from a connected CRM. To create or edit the actual CRM contact, use `hubspot-contacts` or `salesbuildr-companies-contacts`. - **The client's documentation record** — extension lists and phone trees that belong in runbooks live in `hudu-companies`, not here. ## Capabilities Exact tool names are not published by 3CX — see the `api-patterns` skill for why, and call `tools/list` for the authoritative names on a connected PBX. The read-only capabilities this skill covers: - Find a contact by email - Find a contact by exact extension - Search CRM-integrated contacts - Search 3CX phonebooks - List PBX users/extensions ## Common Workflows ### Resolve a caller 1. If you have an email address or an exact extension number, use the matching exact-match lookup first — it's the most reliable signal. 2. If that comes back empty, fall back to a phonebook search or a CRM-integrated contact search for a partial or fuzzy match. 3. If you only have a name, search the phonebook and the CRM-integrated contacts in par...