contact-onboard

Contact Onboarding

Streamline adding new contacts with duplicate detection, bulk operations, updates, and contextual notes.

Workflow Modes

1. Single Onboard

Use when the user provides one contact to add.

1. Check for duplicates using list_contacts with search set to the email or name
2. If no duplicate found, create the contact using create_contact with all provided details
3. If the user provides context about the contact (e.g., "interested in Pro plan"), add a note using add_contact_note
4. Confirm creation by showing the contact details

2. Bulk Onboard

Use when the user provides multiple contacts at once (a list, CSV paste, or describes several people).

1. Parse all contacts from the input — extract name and email for each
2. For each contact, check for duplicates using list_contacts with search
3. Create each non-duplicate contact using create_contact
4. Add notes to any contacts that had contextual info attached
5. Present a summary table: created, skipped (duplicate), and any errors

3. Update Existing

Use when the user wants to modify an existing contact's details.

1. Look up the contact using list_contacts with search or get_contact if ID is known
2. If not found, inform the user and offer to create a new contact instead
3. Apply changes using update_contact with only the fields that need changing
4. Confirm by showing the updated contact details

4. Delete Contact

Use when the user wants to remove a contact (e.g., test data, duplicate cleanup).

1. Look up the contact using list_contacts with search or get_contact
2. Confirm with the user before deleting — show the contact name and email
3. Delete using delete_contact
4. Confirm deletion

Information Gathering

If the user provides partial info, ask for:

• Name (required) — full name
• Email (recommended) — for communication and duplicate detection
• Phone (optional) — only if relevant

Do not ask for fields the user has not mentioned. Keep it lightweight.