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Personal CRM
by
matthewpoe
· GitHub ↗
· v1.1.0
2217
Downloads
3
Stars
8
Active Installs
1
Versions
Install in OpenClaw
/install personal-crm
Description
Personal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking.
Usage Guidance
This skill looks coherent for a personal CRM, but consider these points before installing: (1) Source has no homepage and is instruction-only — test with dummy contacts first. (2) The skill will create NETWORK.md and NETWORK-ACTIVE.md in your workspace and store conversational history and contact details in plaintext; if this data is sensitive, plan encryption, secure storage, or a private workspace. (3) Email/calendar integration is optional but will require granting access to those systems — only enable if you trust the environment and understand what will be logged. (4) Avoid forwarding very sensitive emails to the agent; review and delete stored items you no longer want retained. (5) Confirm how reminders/notifications are delivered (local prompts vs external delivery) and disable autonomous actions if you want manual control.
Capability Analysis
Type: OpenClaw Skill
Name: personal-crm
Version: 1.1.0
The OpenClaw AgentSkills skill bundle for 'personal-crm' appears benign. The `SKILL.md` clearly outlines its purpose as a personal relationship manager, storing all data locally in `NETWORK.md` and explicitly stating 'Never shared externally' under the 'Privacy' section. The only command found, `gog calendar list Birthdays`, is a read-only operation for importing birthdays, aligning with the stated functionality and requiring declared optional calendar access. There is no evidence of data exfiltration, malicious execution, persistence mechanisms, or prompt injection attempts to subvert the agent's purpose.
Capability Assessment
Purpose & Capability
The name/description match the implemented behavior: creating and maintaining NETWORK.md and NETWORK-ACTIVE.md, prompting for contacts, handling standing events, birthdays, and optional email/calendar integration. No unrelated credentials, binaries, or installs are requested.
Instruction Scope
The SKILL.md instructs the agent to create, read, and update two workspace files and to process forwarded emails (if you grant email access). Those actions are within the CRM scope, but they do mean the skill will capture personal contact and message content in plaintext files in your workspace.
Install Mechanism
No install specification or code files are included (instruction-only). This minimizes code-install risk — nothing is downloaded or written beyond the files the skill itself asks to create in your workspace.
Credentials
The SKILL.md lists optional calendar and email access for legitimate features (standing events, birthday import, auto-logging forwarded emails). The skill does not declare required env vars or credentials, which is proportional; however enabling email/calendar integration will require granting access to those systems and could expose sensitive content.
Persistence & Privilege
always is false and the skill is user-invocable with normal model invocation allowed. The skill only requests to create and manage its own files in the workspace and does not declare modifications to other skills or system-wide settings.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install personal-crm - After installation, invoke the skill by name or use
/personal-crm - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.1.0
- Initial release of personal-crm: a personal relationship manager to help you maintain important connections.
- Provides gentle nudges for check-ins, birthday reminders (day-of and advance), and tracks conversations.
- Introduces a smart two-file architecture—NETWORK.md for deep history/context and NETWORK-ACTIVE.md for weekly actionable items—optimized for speed and large networks.
- Features onboarding flow to set up core contacts, track standing events, and log special dates.
- Offers optional integration with calendar and email for importing birthdays and logging touchpoints.
- Focuses on warmth and helpfulness, avoiding guilt-driven reminders.
Metadata
Frequently Asked Questions
What is Personal CRM?
Personal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking. It is an AI Agent Skill for Claude Code / OpenClaw, with 2217 downloads so far.
How do I install Personal CRM?
Run "/install personal-crm" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Personal CRM free?
Yes, Personal CRM is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Personal CRM support?
Personal CRM is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Personal CRM?
It is built and maintained by matthewpoe (@matthewpoe); the current version is v1.1.0.
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