personal-crm

Maintains a typed-entity Markdown vault of people, companies, meetings, and concepts with dossier conventions.

Updated Sep 7, 2026
One-click install
npx skills add https://github.com/jcafeitosa/anxionOS --skill personal-crm-jcafeitosa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: personal-crm
Source: https://github.com/jcafeitosa/anxionOS/tree/main/.cursor/skills/personal-crm
Command: npx skills add https://github.com/jcafeitosa/anxionOS --skill personal-crm-jcafeitosa

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Keeping track of people, companies, and conversations scattered across meeting notes and memory is hard; this Skill gives an agent a consistent convention for capturing, updating, and querying a personal CRM stored as plain Markdown files. ## Core Features & Use Cases - Dossier convention: Every person, company, and concept file splits into a rewritable compiled-truth section and an append-only dated timeline, keeping the vault parseable and GBrain-compatible. - Meeting ingestion: Pulls meetings from recorder tools (Granola, Fireflies, Circleback, tl;dv, Fathom) via MCP, deduplicates by source ID, and appends timeline bullets to referenced entity dossiers. - Linking rules: Defines relative markdown links and path-qualified wikilinks that validate with brokenLinks checks and import cleanly into GBrain. - Use Case: After a call with a prospect, ask the agent to log the meeting note, update the person's dossier summary, and append dated evidence bullets to their company dossier automatically. ## Quick Start Ask the agent to log today's meeting with Alice Chen from Acme AI and update her dossier with what was discussed.

Frequently Asked Questions about personal-crm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I log a meeting note in a personal CRM vault?▼

Write the note into the meetings/ folder as YYYY-MM-DD-<slug>.md with attendees matching people/ dossier filenames. Then extract entity mentions and append dated timeline bullets to each referenced dossier, citing the meeting by markdown link.

How do I sync meetings from Granola or Fireflies into Markdown notes?▼

Register the meeting-recorder MCP server alongside the OpenKnowledge MCP server, then pull recent meetings and write each as meetings/<source>-<source_meeting_id>. The source and source_meeting_id frontmatter fields act as the dedup key so re-syncing updates in place.

What is the dossier compiled truth and timeline structure?▼

Each dossier splits at a --- timeline --- separator: the section above holds your current best understanding and gets rewritten as evidence changes, while the section below is append-only dated bullets in the form - **YYYY-MM-DD** | source | @author — evidence. Existing timeline entries are never edited.

Does this personal CRM work with the gbrain CLI?▼

Yes, the Markdown vault is GBrain-compatible, so an installed gbrain CLI can run import, sync, dream, briefing, and soul-audit against the same files. The CLI is optional; the vault works standalone as plain Markdown plus Git.

Why should I avoid leading-slash links in the vault?▼

GBrain interprets a leading slash as an absolute filesystem path and rejects the link, even though OpenKnowledge resolves it fine. Use correct relative paths like ../people/alice-chen.md or path-qualified wikilinks like [[people/alice-chen]] instead.