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SKILL.md

personal-crm

Agent skill frominkeep/open-knowledge

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.

How to install personal-crm

install personal-crm
# install the open-knowledge pack with the skills CLI
npx skills add inkeep/open-knowledge

# or add only this skill to Claude Code: copy the folder

packages/server/assets/skills/packs/entity-vault/

# into

~/.claude/skills/entity-vault/ (all projects)

.claude/skills/entity-vault/ (one project)

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