What is personal-crm?

A personal relationship database stored as Markdown dossiers for people, companies, meetings, and concepts. Each dossier has a current summary followed by a dated, append-only record of supporting facts.

Capturing meeting notes, updating contact and company summaries, recording evidence over time, and tracking concepts in a personal knowledge vault.

It keeps changing knowledge about contacts and organizations organized without losing the history behind it. The format can also be imported or synchronized with the external gbrain tool if it is installed.

personal-crm — Skill for Claude Code and Codex by inkeep

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent

npx skills add inkeep/open-knowledge-skills --skill personal-crm

Clone the repo

git clone --depth 1 https://github.com/inkeep/open-knowledge-skills

Made for: Claude Code, Codex.

Its marketplace also offers this one on its own, as the plugin entity-vault / personal-crm — /plugin install entity-vault after adding the marketplace above.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/inkeep/open-knowledge-skills/personal-crm/github.svg)](https://agentmods.dev/skills/inkeep/open-knowledge-skills/personal-crm)

Your own site

<a href="https://agentmods.dev/skills/inkeep/open-knowledge-skills/personal-crm"><img src="https://agentmods.dev/badge/skills/inkeep/open-knowledge-skills/personal-crm/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/skills/inkeep/open-knowledge-skills/personal-crm"><img src="https://agentmods.dev/badge/skills/inkeep/open-knowledge-skills/personal-crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 135 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,568 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00135	$0.01568
Opus 5.5	$0.00054	$0.00627
Sonnet 5.5	$0.00027	$0.00314
Haiku 4.5	$0.00014	$0.00157

Measured 23d ago against content hash 884a93757e19, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

personal-crm scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 23d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/starter-packs/personal-crm/personal-crm/SKILL.md · 55 lines

How it starts

The opening of the file, as written. The whole thing — 55 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Personal CRM (GBrain-compatible) — how to work here

A Personal CRM built as a typed-entity vault, inspired by Garry Tan's gbrain. Each entity is a dossier; the agent keeps dossiers current by extracting entities from meeting notes and original thinking. This skill holds those behaviors so templates and folder descriptions stay clean. The Markdown shape is GBrain-compatible: if the external gbrain CLI is installed, it can import/sync the same vault.

This skill is pack guidance. The platform /open-knowledge skill (read/write/preview/linking/grounding rules) still governs every markdown operation — this layers the dossier conventions on top.

The dossier convention (the load-bearing rule)

Every dossier in people/, companies/, and concepts/ has two parts, split by an explicit --- timeline --- separator:

Compiled truth (above --- timeline ---) — your current best understanding. Rewrite it as new evidence changes the synthesis.
Timeline (below --- timeline ---) — append-only dated bullets in the parseable form - **YYYY-MM-DD** | source | @author — evidence. Confidence: …. Never edit existing timeline entries; only append.

When a new fact arrives, route it: update compiled truth if it changes current understanding, or append a timeline bullet if it's raw evidence. The explicit separator and dated-bullet shape are what keep the vault parseable by GBrain's import/sync.

Folders

people/, companies/, concepts/ — dossiers (compiled truth + timeline). Frontmatter type: person|company|concept.
meetings/ — meeting notes (YYYY-MM-DD-<slug>.md); attendees: should match dossier filenames in people/. The verbatim record — do NOT rewrite it. When a note is ingested from a meeting-recorder tool, add source: (e.g. granola, fireflies) and source_meeting_id: (the recorder's stable id) to its frontmatter — those two are the dedup key.
originals/ — your own untransformed thinking; authoritative source material. Frontmatter type: original.
media/ — bulk transcripts, voice notes, large attachments; often .okignore-d to keep the index light.

Read the full file on GitHub · 55 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

plugin.json 325 B

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

23d ago Changed 884a93757e19
1mo ago Changed f0c599af2f83
2mo ago First seen · 55 lines · 135 tokens per session scan A f827d8954ad6

Subscribe to this mod's changes

personal-crm is a skill published in the GitHub repository inkeep/open-knowledge-skills (17 stars, last pushed 11d ago), licensed MIT. It adds 135 tokens to every session and 1,568 once invoked, about $0.0005 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Productivity agent-skills ai-agents mcp open-knowledge skills

personal-crm next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
personal-crminkeep/open-knowledge-skills	Skill	17	11d ago	MIT	A	135	Claude Code, Codex
obsidian-baseskepano/obsidian-skills	Skill	51k	1mo ago	MIT	A	63	Claude Code
file-organizerforyourhealth111-pixel/Vibe-Skills	Skill	3.8k	3d ago	Apache-2.0	A	46	Claude Code, Codex
stay-within-limitsBuilderIO/skills	Skill	4.6k	4d ago	MIT	A	45	Claude Code
grillingvinvcn/mattpocock-skills-zh-CN	Skill	5.6k	10d ago	MIT	A	43	Claude Code, Codex
learntw93/Waza	Skill	7.5k	5d ago	MIT	A	39	Claude Code
find-journalistselvisun/newsjack	Skill	1.7k	yesterday	MIT	A	58	Claude Code