Personal CRM
A Claude Code plugin for capturing meetups, contacts, and interactions from natural language into your Notion CRM.
Features
- Natural language input: "met Brian and Greg for coffee yesterday"
- Voice transcript support: Handles messy transcribed audio
- Smart contact resolution: Asks for clarification when names are ambiguous
- Automatic date parsing: "last Saturday", "yesterday", "this morning"
- New contact creation: Add people you just met
Installation
From Marketplace
/plugin marketplace add pwarnock/pwarnock-cc-plugins
/plugin install personal-crm@pwarnock-cc-plugins
Direct Install
/plugin marketplace add https://github.com/pwarnock/personal-crm.git
Configuration
Set these environment variables with your Notion database IDs:
export PERSONAL_CRM_EVENTS_DB="collection://YOUR-EVENTS-DATABASE-ID"
export PERSONAL_CRM_CONTACTS_DB="collection://YOUR-CONTACTS-DATABASE-ID"
Finding Your Database IDs
- Install the Notion plugin for Claude Code
- Connect the MCP:
/mcp and authenticate with Notion
- Ask Claude to fetch your Personal CRM page using the Notion MCP
- Look for
<data-source url="collection://..."> tags in the response
- Copy the collection URLs for your Events and Contacts databases
Expected Notion Structure
Your Personal CRM should have:
Events Database
| Property | Type |
|---|
| Name | title |
| Event Date | date |
| Attendees | relation (to Contacts) |
Contacts Database
| Property | Type |
|---|
| Name | title |
| (optional) | Company, Email, etc. |
Usage
Just describe your meetup naturally:
"had coffee with Alice and Bob yesterday"
"breakfast meeting with the team last Saturday"
"met Sarah Chen at the conference - she's a PM at Stripe"
The skill will:
- Parse the event details
- Search your contacts
- Ask for clarification if needed (e.g., "Which Brian?")
- Create the event in Notion with linked attendees
License
MIT
pwarnock
