| name | relationships |
| description | Relationship CRM for tracking people, connections, and context. Categories: family, close_friends, church_friends, colleagues, broader_community, strangers, bad_actors, unknown. Use to add, search, list, or update people in the user's network. |
Relationships CRM
Overview
Track people in the user's life with rich context. Store relationship data, interaction history, and personal details in structured memory files.
Categories
| Category | Description |
|---|
family | Immediate and extended family |
close_friends | Trusted inner circle |
church_friends | Friends from church community |
colleagues | Professional contacts, collaborators, business partners |
broader_community | Acquaintances, community members, loose connections |
strangers | One-time contacts, unknown intent |
bad_actors | People to avoid or be cautious around |
unknown | Not yet categorized |
Commands
Add a person
/relationship add "Firstname Lastname" --category <category> [details]
Creates a new contact file or updates existing.
List by category
/relationship list <category>
Shows all contacts in a category.
Search
/relationship search <query>
Full-text search across all contacts.
Update
/relationship update "Firstname Lastname" --field <field> --value <value>
Updates a specific field.
Note interaction
/relationship interact "Firstname Lastname" --date YYYY-MM-DD --summary "what happened"
Logs an interaction to the contact's history.
File Structure
memory/relationships/
├── family/
│ ├── family-member.md
│ └── ...
├── close_friends/
├── church_friends/
├── colleagues/
├── broader_community/
├── strangers/
├── bad_actors/
├── unknown/
└── index.json # Quick lookup index
Contact File Format
# Firstname Lastname
## Basics
- **Category:** family
- **Relationship:** Wife
- **First met:** YYYY-MM-DD or "since childhood" etc.
- **Last contact:** YYYY-MM-DD
## Context
[Background, how we know them, what they mean to the user]
## Key Details
- Birthday: YYYY-MM-DD
- Location: City, State
- Phone: +1...
- Email: ...
- Social: @handle
## Family
- Spouse: ...
- Children: ...
## Interactions
### YYYY-MM-DD - [Title]
[What happened, key points, follow-ups]
## Notes
[Running notes, things to remember]
Workflow
- When asked about someone, search first
- When adding new people, ask clarifying questions
- After interactions, prompt to log them
- Periodically suggest categorization updates
- Respect privacy — never share contact info externally without permission
Integration with Memory
- Contacts live in
memory/relationships/ for context persistence
- Key people may also be referenced in
MEMORY.md for high-level context
- Daily notes in
memory/YYYY-MM-DD.md can reference contacts
Privacy
- Contact files stay local
- Never sync to cloud or external services
- Malicious actors flagged in
bad_actors/ with caution notes
