managing-personal-crm

managing-personal-crm is a skill for Claude Code, Codex from jrgilbertson/the-rookery. It costs 163 tokens per session (2,675 once invoked), scanned A, original, MIT.

A personal relationship-management workflow for keeping useful notes about people and connecting them to current work. It separates raw interactions from approved notes and dated commitments.

In plain words
What is it for?
Use it to record meaningful interactions, prepare for conversations, clean up person notes, review overdue follow-ups, or find people who may help with current work.
Why use it?
It prevents relationship information from becoming an unstructured activity log or being duplicated across multiple systems.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to record meaningful interactions, prepare for conversations, clean up person notes, review overdue follow-ups, or find people who may help with current work.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jrgilbertson/the-rookery/managing-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 jrgilbertson/the-rookery --skill managing-personal-crm
Clone the repo
git clone --depth 1 https://github.com/jrgilbertson/the-rookery

Made for: Claude Code, Codex.

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 managing-personal-crm

README.md
[![agentmods](https://agentmods.dev/badge/skills/jrgilbertson/the-rookery/managing-personal-crm/github.svg)](https://agentmods.dev/skills/jrgilbertson/the-rookery/managing-personal-crm)
Your own site
<a href="https://agentmods.dev/skills/jrgilbertson/the-rookery/managing-personal-crm"><img src="https://agentmods.dev/badge/skills/jrgilbertson/the-rookery/managing-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.

agentmods 80×15 button for managing-personal-crm

Your own site · 80×15
<a href="https://agentmods.dev/skills/jrgilbertson/the-rookery/managing-personal-crm"><img src="https://agentmods.dev/badge/skills/jrgilbertson/the-rookery/managing-personal-crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 163 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,675 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 $0.00163 $0.02675
Opus 5 $0.00081 $0.01337
Sonnet 5 $0.00033 $0.00535
Haiku 4.5 $0.00016 $0.00267

Measured today against content hash 649c836f0abe, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

managing-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 today.

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/managing-personal-crm/SKILL.md · 234 lines

How it starts

The opening of the file, as written. The whole thing — 234 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Managing Personal CRM

Maintain useful relationship meaning and connect current work to people without turning the CRM into an activity log, outreach quota, or second source of truth. Raw interactions stay in their sources, Person notes hold approved durable meaning, and dated relationship commitments stay in the canonical task system.

Resolve the mode

First, if the message asks to revisit or resume an action the user marked Deferred in a visible direct or catch-up CRM bundle, recover and present that exact visible proposal for a new decision. Revisit or resume is not approval: perform no write, source or destination recheck, or new discovery until the user makes a new exact decision about that proposal.

First determine whether the message continues a visible catch-up source inventory, stage-one disposition bundle, or stage-two reconstruction. A confirmation or revision of the required inventory, dispositions such as 1 active, 2 merge, a confirmation or correction of the visible interpretation for the current person, an answer to its focused question, or a request to resume its deferred reconstruction continues that exact catch-up stage. Read references/catch-up.md before ordinary action handling or mode selection. Preserve the visible recap and current person. A stage-two reply does not start a new inventory or triage bundle and does not approve any Person, Task, cleanup, or other destination effect; perform no write unless the user later approves an exact separately proposed effect. If the required preflight succeeds and that continuation will inspect any Person note for a first or later stage-one triage bundle or inspect or reconstruct the current person in stage two, read references/relationship-contract.md before the first such inspection or reconstruction. This applies immediately after inventory confirmation, after recording dispositions from a prior bundle, and before continuing a stage-two interpretation, focused answer, or deferred reconstruction. An inventory-only turn that remains blocked need not load the contract. Inventory decisions authorize only the confirmed preflight scope. Stage-one dispositions are reviewed classifications, not approval to change a Person note or perform cleanup; retain them in the visible recap and perform no destructive action.

Read the full file on GitHub · 234 lines

Files

What ships with it

7 files 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. today Changed 649c836f0abe
  2. 12d ago First seen · 234 lines · 163 tokens per session scan A 3ebff411042d

Subscribe to this mod's changes

managing-personal-crm is a skill published in the GitHub repository jrgilbertson/the-rookery (5 stars, last pushed today), licensed MIT. It adds 163 tokens to every session and 2,675 once invoked, about $0.0008 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.