| name | evergreen-context-recall |
| description | Generates a narrative summary of everything known about a contact in Evergreen CRM — how you met, what you've discussed, mutual connections, and pending threads. Use when you need to quickly refresh your memory before reaching out, replying, or meeting someone. |
Context Recall — "Refresh My Memory"
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- "What do I know about [name]?" before reaching out
- Someone emails you and you can't place them
- Before replying to a message from a contact you haven't talked to in a while
- When you need to brief someone else about a contact
How It Works
- Look up the contact with
get_contact for full profile
- Pull all interactions with
interactions.list for complete history
- Check pending actions with
actions.list
- Map their network with
get_contact_network for relationships and introductions
- Check introduction chains with
get_introduction_chain
- Compile into a narrative summary
Output Format
## [Name] — What You Know
**[Title] at [Organization]** | [Location]
**In your CRM since:** [date] | **Last interaction:** [date] ([days] ago)
**Tags:** [tags]
### How You Connected
[Narrative: who introduced you, where you met, initial context]
### Relationship Timeline
- **[Date]** — [Interaction type]: [Summary]
- **[Date]** — [Interaction type]: [Summary]
- **[Date]** — [Interaction type]: [Summary]
[... complete history]
### What They're Working On
[Synthesized from notes and recent interactions — their current focus,
projects, interests]
### Your Shared Network
- **Introduced by:** [name and context]
- **You both know:** [mutual connections]
- **You introduced them to:** [names]
### Open Threads
- [Pending action 1]
- [Pending action 2]
- [Unanswered question or unresolved topic from last interaction]
### Key Details
[Anything notable from their notes — preferences, interests, important
context for future conversations]
Example
Request: "Refresh my memory on Marcus Webb"
Output:
## Marcus Webb — What You Know
**Founder & CEO at DataFlow** | Atlanta, GA
**In your CRM since:** Sep 2025 | **Last interaction:** Apr 1, 2026 (4 days ago)
**Tags:** founder, data, atlanta, startup
### How You Connected
David Kim introduced you at the Atlanta AI Dinner in September 2025.
Marcus was building DataFlow out of stealth at the time.
### Relationship Timeline
- **Apr 1** — Email: You sent the partnership proposal for data pipeline collaboration
- **Mar 20** — Meeting: Deep-dive on data architecture at his office
- **Feb 10** — Coffee: Caught up on DataFlow's progress, discussed hiring challenges
- **Dec 5** — Meeting: Holiday dinner, met his co-founder Alex Torres
- **Sep 15** — Meeting: First met at Atlanta AI Dinner
### What They're Working On
Building a real-time analytics platform for enterprise data pipelines.
Previously spent 5 years at Google on BigQuery. Recently closed a
$4M seed round. Hiring engineers aggressively.
### Your Shared Network
- **Introduced by:** David Kim
- **You both know:** Sarah Chen (Meridian Health), David Kim (DataTech)
- **His co-founder:** Alex Torres (met at Dec holiday dinner)
### Open Threads
- Partnership proposal sent Apr 1 — awaiting response
- Promised to intro him to your contact at Stripe
### Key Details
- Prefers morning meetings (noted from scheduling patterns)
- Big fan of Rust and real-time systems
- Has a dog named Byte (mentioned multiple times)
Checklist
Context Recall:
- [ ] Full contact profile retrieved
- [ ] Complete interaction history reviewed
- [ ] Network and relationships mapped
- [ ] Introduction chain traced
- [ ] Open actions and threads identified
- [ ] Narrative is readable and useful (not just raw data)
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