Getting started
Turn it on
This module starts inactive. Ask your agent to activate it, or flip the switch on the Personal CRM card on the homepage. Activation calls create_database with moduleSlug: "personal-crm" and a name you choose, and unlocks the tools on this page. If it was active before and got switched off, the same call reactivates it instead of creating a duplicate.
Reference
Fields
What an entry in this module looks like.
| Field | Type | Notes |
|---|---|---|
| person | string | Required. |
| relationship | string | |
| company | string | |
| birthday | string | ISO date, e.g. 1990-08-20. Use any year if the birth year is unknown. |
| last_interaction | string | ISO date, e.g. 2026-08-20 |
| follow_up_date | string | ISO date, e.g. 2026-08-20 |
| important_details | string | |
| category | family | friend | colleague | client | acquaintance | other | |
| tier | close | regular | distant | |
| follow_up_cadence_days | number | Check in with this contact every N days. |
Reference
Tools
Personal CRM has 17 dedicated tools once active: add, list, update, and delete, plus a few built for how this module actually gets used.
personal_crm_attach_photopersonal_crm_add_entrypersonal_crm_add_entriespersonal_crm_search_contactspersonal_crm_list_entriespersonal_crm_update_entrypersonal_crm_delete_entrypersonal_crm_list_due_for_follow_uppersonal_crm_log_touchpointpersonal_crm_list_upcoming_birthdayspersonal_crm_set_follow_up_cadencepersonal_crm_interaction_historypersonal_crm_list_by_categorypersonal_crm_statspersonal_crm_overdue_followupspersonal_crm_upcomingpersonal_crm_recent_interactions
Full tool reference, with parameters and return valuesTry it
Example prompts
Talk to your agent like this once Personal CRM is active. It picks the right tool and fields on its own.
Add Mike Chen to my CRM. Met him at a conference. Follow up in two weeks.
Who do I need to follow up with?
I just talked to Mike. Log it and remind me again in a month.
Whose birthday is coming up in the next two weeks?
Check in with my close contacts every 30 days from now on.
Show me my CRM stats by category and tier.
What's overdue and what's coming up in my CRM?