# Personal Crm

How to work in a Personal CRM project (the `entity-vault` starter pack...

- Repository: https://github.com/inkeep/open-knowledge (4756 stars)
- Category: Writing
- License: GPL-3.0
- Last updated: 2026-10-31
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add inkeep/open-knowledge --skill personal-crm -g -a claude-code -y`
Codex: `npx skills add inkeep/open-knowledge --skill personal-crm -g -a codex -y`
Cursor: `npx skills add inkeep/open-knowledge --skill personal-crm -g -a cursor -y`
Gemini CLI: `npx skills add inkeep/open-knowledge --skill personal-crm -g -a gemini-cli -y`

## Description

How to work in a Personal CRM project (the `entity-vault` starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline. Read when the project has these folders, OR when asked to capture notes about a person or company, log a meeting, prep for an upcoming meeting, or answer who someone is and what was last said. Carries the dossier convention and entity-extraction behaviors so that guidance does not live inside template bodies or folder descriptions. Complements the platform `open-knowledge` skill; does not replace it.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Personal CRM (GBrain-compatible), how to work here

A Personal CRM built as a typed-entity vault, inspired by Garry Tan's gbrain. Each entity is a dossier; the agent keeps dossiers current by extracting entities from meeting notes and original thinking. This skill holds those behaviors so templates and folder descriptions stay clean. The Markdown shape is **GBrain-compatible**: if the external `gbrain` CLI is installed, it can import/sync the same vault.

> This skill is pack guidance. The platform `/open-knowledge` skill (read/write/preview/linking/grounding rules) still governs every markdown operation, this layers the dossier conventions on top.

## The dossier convention (the load-bearing rule)

Every dossier in `people/`, `companies/`, and `concepts/` has two parts, split by an explicit `--- timeline ---` separator:

1. **Compiled truth** (above `--- timeline ---`), your current best understanding. Rewrite it as new evidence changes the synthesis.
2. **Timeline** (below `--- timeline ---`), append-only dated bullets in the parseable form `- **YYYY-MM-DD** | source | @author, evidence. Confidence: …`. **Never edit existing timeline entries; only append.**

When a new fact arrives, route it: update **compiled truth** if it changes current understanding, or append a timeline bullet if it's raw evidence. The explicit separator and dated-bullet shape are what keep the vault parseable by GBrain's import/sync.

## Folders

The rest: https://github.com/inkeep/open-knowledge/blob/HEAD/packages/server/assets/skills/packs/entity-vault/SKILL.md