crm

Personal CRM Skill

Capture meetups, events, and contacts from natural language input into Notion.

Quick Start

When user describes a meetup or interaction:

1. Parse the input for: event type, date, attendee names, notes
2. Search contacts using mcp__plugin_Notion_notion__notion-search
3. Resolve ambiguous matches by asking user to choose
4. Create event using mcp__plugin_Notion_notion__notion-create-pages
5. Confirm what was created

Step 1: Parse Input

Extract from user's message:

• Event name: The activity (coffee, lunch, meeting, etc.)
• Date: Convert relative dates ("yesterday", "last Saturday") to YYYY-MM-DD format
• Attendees: All names mentioned
• Notes: Any additional context

Date conversion examples:

• "yesterday" → subtract 1 day from today
• "today" → today's date
• "last Saturday" → most recent past Saturday

Step 2: Search Contacts

For EACH attendee name, search the contacts database:

Tool: mcp__plugin_Notion_notion__notion-search
Parameters:
  query: "<attendee name>"
  data_source_url: $PERSONAL_CRM_CONTACTS_DB

The environment variable PERSONAL_CRM_CONTACTS_DB contains the collection URL (e.g., collection://2776e226-b9f6-8154-abb5-000b7b90f6f7).

Step 3: Handle Results

For each search result:

• Single match: Use that contact's page URL
• Multiple matches: Ask user which one using AskUserQuestion tool
• No match: Ask if user wants to create a new contact

When asking about ambiguous names:

Question: "Which Brian did you meet with?"
Options:
- Brian Pollard (Acme Corp)
- Brian Smith (TechStart)
- Both of them

Step 4: Create Event

Once all attendees are resolved, create the event:

Tool: mcp__plugin_Notion_notion__notion-create-pages
Parameters:
  parent: {"data_source_id": "<ID from PERSONAL_CRM_EVENTS_DB without collection:// prefix>"}
  pages: [{
    "properties": {
      "Name": "<event description>",
      "date:Event Date:start": "<YYYY-MM-DD>",
      "date:Event Date:is_datetime": 0,
      "Attendees": ["https://www.notion.so/<contact-page-id-1>", "https://www.notion.so/<contact-page-id-2>"]
    }
  }]

Extract the UUID from $PERSONAL_CRM_EVENTS_DB by removing the collection:// prefix.

Format Attendees as a JSON array of Notion page URLs.

Step 5: Create New Contacts (if needed)

When user confirms they want to add someone new:

Tool: mcp__plugin_Notion_notion__notion-create-pages
Parameters:
  parent: {"data_source_id": "<ID from PERSONAL_CRM_CONTACTS_DB without collection:// prefix>"}
  pages: [{
    "properties": {
      "Name": "<full name>"
    }
  }]

Step 6: Confirm

After creating entries, tell the user:

• Event name and date
• Number of attendees linked
• Any new contacts created
• Link to the Notion page if available

Environment Variables

Required:

• PERSONAL_CRM_EVENTS_DB - Events database collection URL
• PERSONAL_CRM_CONTACTS_DB - Contacts database collection URL

Examples

Input: "had coffee with Alice and Bob yesterday" → Parse: event="coffee", date=yesterday, attendees=["Alice", "Bob"] → Search each name in contacts → Create event with resolved attendees

Input: "met with Brian for lunch last Friday" → If multiple Brians found, ask which one → Create event after user selects