dex-skill_skill

Overview

This skill manages your Dex personal CRM so you can search, create, and update contacts, log interactions, set reminders, organize contacts with tags and groups, and manage custom fields. It streamlines meeting prep, duplicate merging, and relationship tracking to keep your professional network actionable. Use it whenever you need to operate on your personal CRM from an AI workflow.

How this skill works

The skill connects to Dex via embedded MCP tools or the Dex CLI; it prefers MCP tool calls (dex_* tools) and falls back to the CLI when needed. It issues JSON-based queries to search and fetch contacts, create or update records, add timeline notes, create reminders, manage tags/groups, and handle custom fields. For destructive actions (delete/merge) it prompts for confirmation and supports pagination and ISO 8601 dates for all time fields.

When to use it

• Look up a contact or prepare for a meeting with full notes and recent interactions
• Add a new contact or update existing contact details (phone, email, company)
• Log a meeting, call, or interaction note on a contact timeline
• Set a follow-up reminder or recurring task linked to a contact
• Organize people with tags or groups, or bulk-apply custom field values
• Merge duplicate contacts or audit relationship history before outreach

Best practices

• Prefer MCP tool calls when available; they return structured JSON suitable for follow-up actions
• Include include_notes:true when preparing for meetings to surface interaction history and pending items
• Set event_time to the actual interaction time when logging notes, not the log time
• Use tags for cross-cutting attributes and groups for relationship clusters to keep organization clear
• Require user confirmation before destructive operations like merge or delete

Example use cases

• Prepare for a 1:1: search contact, load notes, summarize last touchpoints and outstanding actions
• New lead capture: create contact, add source tag, assign to a group, and set a 1-week follow-up reminder
• Post-meeting log: add a Meeting note with event_time, extract action items, and create reminders linked to the contact
• Clean up duplicates: find potential matches, present differences, then merge after confirmation
• Batch update: create a custom field and populate it across multiple contacts using batch_update_contacts