Maximizer (maximizer.com) platform help — Canadian cloud/on-premise sales + financial-services CRM. Octopus API (Maximizer.Web.Data, base api.maximizer.com/octopus) is a POST-RPC service (/Authenticate, /Read, /Create, /Update, /Delete) with Scope/Criteria/Configuration query bodies, PAT or OAuth2 auth, and a separate Webhooks API (https://api.maximizer.com/webhooks, v1 targets + subscriptions). Use when an Octopus /Read returns nothing because Configuration.Drivers names the wrong searcher, building an AbEntry/Opportunity/Lead export to a warehouse or another CRM, a webhook silently stops after the 2-second / 3-attempt delivery limit, hitting the per-edition rate limit (Core 30/min, Business/Financial 90/min), wiring base64 record Keys or UDF (Udf/$TYPEID) fields, linking Outlook email to records without endless clicks, or choosing Base vs Sales Leader vs Financial Advisor editions. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategorySalesStars0
About this skill
Maximizer (maximizer.com) platform help — Canadian cloud/on-premise sales + financial-services CRM. Octopus API (Maximizer.Web.Data, base api.maximizer.com/octopus) is a POST-RPC service (/Authenticate, /Read, /Create, /Update, /Delete) with Scope/Criteria/Configuration query bodies, PAT or OAuth2 auth, and a separate Webhooks API (https://api.maximizer.com/webhooks, v1 targets + subscriptions). Use when an Octopus /Read returns nothing because Configuration.Drivers names the wrong searcher, building an AbEntry/Opportunity/Lead export to a warehouse or another CRM, a webhook silently stops after the 2-second / 3-attempt delivery limit, hitting the per-edition rate limit (Core 30/min, Business/Financial 90/min), wiring base64 record Keys or UDF (Udf/$TYPEID) fields, linking Outlook email to records without endless clicks, or choosing Base vs Sales Leader vs Financial Advisor editions. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).
Quick start
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Maximizer (maximizer.com) platform help — Canadian cloud/on-premise sales + financial-services CRM. Octopus API (Maximizer.Web.Data, base api.maximizer.com/octopus) is a POST-RPC service (/Authenticate, /Read, /Create, /Update, /Delete) with Scope/Criteria/Configuration query bodies, PAT or OAuth2 auth, and a separate Webhooks API (https://api.maximizer.com/webhooks, v1 targets + subscriptions). Use when an Octopus /Read returns nothing because Configuration.Drivers names the wrong searcher, building an AbEntry/Opportunity/Lead export to a warehouse or another CRM, a webhook silently stops after the 2-second / 3-attempt delivery limit, hitting the per-edition rate limit (Core 30/min, Business/Financial 90/min), wiring base64 record Keys or UDF (Udf/$TYPEID) fields, linking Outlook email to records without endless clicks, or choosing Base vs Sales Leader vs Financial Advisor editions. Do NOT use for comparing CRMs across vendors (use /sales-crm-selection) or generic iPaaS wiring (use /sales-integration).
About this listing
Category
Sales
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI