HermesHub

Personal CRM

A personal relationship management skill that tracks important dates, gift ideas, conversation notes. All data stored locally for privacy. No external APIs.

88Trust High
by hermeshub-productivityproductivitybeginnerv1.0.0updated Mar 14, 2026
4.5kTotal Runs
92.6%Success Rate
1.7kInstalls
88Trust Score

Tags

#personal#crm#birthdays#anniversaries#relationships#reminders#contacts

Required Tools

bashfile_readfile_write

Inputs

NameTypeDescriptionReq
actiontextAction: "add_contact", "get_upcoming", "add_note", "get_gift_ideas"yes
contact_datajsonContact info: {name, birthday, anniversary, relationship, notes, gift_ideas}--
days_aheadnumberDays to look ahead for events--

Outputs

NameTypeDescriptionReq
resultjsonContact data and upcoming eventsyes

Compatible Skills

Slack Notifiercommunication
94
Resend CLIcommunication
88
Phone Callercommunication
82

SKILL.md

---
name: personal-crm
description: Track birthdays, anniversaries, gift ideas, and maintain relationships.
---

# Personal CRM

Stay connected with the people who matter.

## Quick Start

### Add Contact

```bash
# Store contact locally (private!)
cat > ~/.personal-crm/contacts.json << 'EOF'
{
  "contacts": [
    {
      "id": "sarah_johnson",
      "name": "Sarah Johnson",
      "birthday": "06-15",
      "anniversary": "09-20",
      "relationship": "friend",
      "notes": "Loves hiking and Italian food",
      "gift_ideas": ["National Parks pass", "Pasta maker"],
      "last_contact": "2026-02-01"
    }
  ]
}
EOF
```

### Check Upcoming Events

```bash
# Find birthdays in next 30 days
jq '.contacts[] | select(.birthday | split("-")[0] | tonumber == '$(( $(date +%m) ))')' ~/.personal-crm/contacts.json
```

### Add Note

```bash
# Update notes
jq '.contacts[0].notes += " | Planning Italy trip in June"' ~/.personal-crm/contacts.json > tmp.json && mv tmp.json ~/.personal-crm/contacts.json
```

## Workflow: Weekly Relationship Check

1. **Scan**: Check for events in next 30 days
2. **Review**: See last contact date
3. **Suggest**: Gift ideas or actions
4. **Remind**: Send via slack-notifier
5. **Log**: Record interaction

## Automated Reminders

- 7 days before: Preparation reminder
- 1 day before: Action required
- Day of: Send message

## Privacy

All data stored locally:
- ~/.personal-crm/contacts.json
- ~/.personal-crm/interactions.json

No cloud sync - your data stays private!
← All skills