os-new-person

name	os-new-person
description	Add a person or company. Creates root-level identity files (people/ or companies/) and optionally links to a project. OS-level task — entities are global, not project-specific. Use when someone new comes up and you want to capture them before you forget.
user_invocable	true

OS New Person

Adds a person or a company to global contacts. Fast and conversational — ask only what's needed. This is an OS-level task: people and companies are stored globally (people/, companies/), not inside projects.

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Step 1 — What are you adding?

Ask:

What would you like to add?

1. A person
2. A company

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Adding a Person

Step P1 — Basic details

Ask in one message:

Name and title? (e.g. "Sarah Chen, Head of Product at Vercel")

Parse name, title, and company from a natural-language answer. If company isn't clear, ask: Which company?

Step P2 — Duplicate check

Check people/ at root for an existing file matching the name (fuzzy — first name + last name, case-insensitive).

• Match found: Show: [Name] is already in your contacts ([file]). Want to update their details instead? (Y/N)
  • If Y: skip to Step P5 with the existing file.
  • If N: stop.
• No match: Continue.

Step P3 — Link to a project?

Read [workspace-root]/.current-session. Parse left of / if it contains a portfolio drill-down (e.g. Job Opportunities / Acme Corp — Senior PM → Job Opportunities). If the file is missing or empty, skip to option 2. Ask:

Link to a project?

1. [Active project name] (active)
2. Choose another project
3. No project — just add to contacts

If they choose another project: read projects.md and show the active projects list.

Step P4 — Their role in the project (if linked)

If a project was selected, ask:

What's their role in [project name]? (e.g. "engineering lead", "external advisor")

Step P5 — Create files

Root file (people/[firstname-lastname].md): Create using people/TEMPLATE.md. Populate:

• Name, title, company
• Project Footprint: add the linked project and role (if applicable)
• Leave all other sections blank
• Add frontmatter: tags: [type/person, status/synthesised]

Project-level file (if a project was linked): Create projects/[project-name]/people/[firstname-lastname].md. Add frontmatter: tags: [type/person, project/[project-slug], status/synthesised]

# [Full Name] — [Project Name]

**Role:** [Title, Company]
**See also:** [Root profile](../../people/[firstname-lastname].md)

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## Their Role Here

[Role in project as stated]

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## What They Care About

[Fill in after first meeting]

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## Working With Them

[Fill in after first meeting]

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## Key Context

[Fill in after first meeting]

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## Sources

Update project CLAUDE.md (if linked): Add to the Key People table: | [Full Name](../../people/[slug].md) | [Role] |

Update company file (if company exists in companies/): If a matching companies/[name].md exists, append to its people or contacts section if one exists.

Step P6 — Add background material (optional)

Ask:

Do you have any background material for [Name]?
(LinkedIn profile, bio, blog, intro email — paste content or give me a filename in raw/)

Type "none" to skip.

If the user provides content:

• If pasted and short (under ~300 words): write to [project]/raw/[YYYYMMDD]-[firstname-lastname]-background.md with frontmatter (type: research, participants: [name], informs: [], enriched: blank)
• If pasted and long: ask them to save it to raw/ first and provide the filename
• If a filename: confirm it exists in raw/

Then process it:

1. Extract key facts about the person (role history, areas of expertise, stated interests, notable work)
2. Update their root people/[name-slug].md — Summary and any identity fields that can be filled
3. Update their project-level people file (if linked) — What They Care About, Key Context
4. Fill in informs: frontmatter on the raw file and mark enriched: [today]

If skipped: continue to Step P7.

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Step P7 — Confirm

Added [Name] to your contacts.

  ✓ people/[name-slug].md
  [✓ projects/[project]/people/[name-slug].md]
  [✓ projects/[project]/CLAUDE.md updated]
  [✓ raw/[filename] processed]

You can fill in more detail after your first meeting, or run /ctx-doc when you have new material.

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Adding a Company

Step C1 — Basic details

Ask in one message:

Company name, type, and industry? (e.g. "Vercel — B2B SaaS, developer tooling")

Parse name, type (B2B SaaS / agency / startup / enterprise / nonprofit / other), and industry.

Step C2 — Duplicate check

Check companies/ for an existing file matching the name.

• Match found: Show: [Company] is already in your contacts ([file]). Want to update it instead? (Y/N)
• No match: Continue.

Step C3 — Create file

Create companies/[company-slug].md:

# [Company Name]

## Identity
- **Type:** [B2B SaaS / agency / startup / enterprise / nonprofit / other]
- **Industry:** [industry]
- **Website:**
- **HQ:**

## What They Do

[Fill in]

## Our Relationship

[Fill in]

## Projects

| Project | Description |
|---------|-------------|

## Key Contacts

| Name | Role |
|------|------|

Step C4 — Confirm

Added [Company] to your contacts.

  ✓ companies/[company-slug].md

You can fill in more detail as you learn more, or run /ctx-doc when you have raw material.