personal-crm

personal-crm is a skill for Claude Code, Codex from inkeep/open-knowledge-skills. It costs 135 tokens per session (1,563 once invoked), scanned A, original, MIT.

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.

In plain words
What is it for?
Capturing meeting notes, updating contact and company summaries, recording evidence over time, and tracking concepts in a personal knowledge vault.
Why use it?
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.

Skill for Claude CodeCodex

Which agent this was written for is unclear — built for gbrain. Also seen: built for gbrain.

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

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/inkeep/open-knowledge-skills/personal-crm
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 personal-crm / entity-vault/plugin install personal-crm 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.

agentmods badge for personal-crm

README.md
[![agentmods](https://agentmods.dev/badge/skills/inkeep/open-knowledge-skills/personal-crm.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.svg" alt="Measured on agentmods" 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 1,563 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00135 $0.01563
Opus 5 $0.00068 $0.00781
Sonnet 5 $0.00027 $0.00313
Haiku 4.5 $0.00014 $0.00156

Measured 8d ago against content hash f827d8954ad6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, 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 8d 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:

  1. Compiled truth (above --- timeline ---) — your current best understanding. Rewrite it as new evidence changes the synthesis.
  2. 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.

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.

  1. 8d 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 (8 stars, last pushed 5d ago), licensed MIT. It adds 135 tokens to every session and 1,563 once invoked, about $0.0007 per session on Opus 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.

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