CRM Enrichment with Claude Code: Sandbox Policy

A production playbook for CRM enrichment in cross-industry operations using Claude Code: sandbox policy, run-scoped inputs, logs, typed results, and artifacts.

Audience: Revenue systems teams

The problem

Revenue systems teams need CRM enrichment to run repeatedly against account records, call notes, research docs, and enrichment rules. In cross-industry operations, the pain is not one good answer; it is repeatability, auditability, exception handling, and evidence that survives handoff.

Implementation path

Run CRM enrichment in an ephemeral sandbox, keep provider credentials in the broker, expose narrow tools, and store logs outside the workspace for review.

Tradeoffs and failure modes

A narrower runtime blocks ambient machine behavior, but it gives security reviewers a concrete boundary. For CRM enrichment, the practical test is whether a second run can be debugged, retried, and consumed by a product without reading the raw agent transcript.

Runtime boundary

filesystem: /skill and /skill/.argo/inputs only
network: deny by default
artifacts: /skill/output/artifacts
logs: retained outside sandbox
provider: Claude Code

Run this on Argo