crm

name	crm
description	Contact memory and interaction log. Remembers callers across calls, stores personal context, and logs every conversation. Use when looking up a contact, adding notes about someone, or reviewing interaction history.

CRM — Contact Memory

Amber remembers everyone she talks to. The CRM stores contact details, personal context, and a log of every interaction.

Privacy: CRM storage is local and should be opt-in. Enable it only after configuring caller notice/consent, retention/deletion practices, and access controls for the SQLite database.

MCP Tools

crm

Manage contacts and interaction history.

• action (string, required): "lookup", "create", "update", "log", "history"
• identifier (string): Phone number or name to look up
• name (string): Contact name
• phone (string): Phone number
• email (string): Email address
• notes (string): Personal context or notes about the contact
• tags (array): Tags for categorization (e.g., ["client", "vendor", "friend"])

Automatic Behavior

• On inbound calls, Amber automatically looks up the caller by phone number
• If the caller is known, their context and history are loaded into the conversation
• After every call, an interaction log entry is created with: date, summary, sentiment, outcome
• New callers are added to the CRM only when CRM persistence is enabled and appropriate under your caller notice/consent policy

Guidelines

• Use the CRM only for relevant follow-up context; avoid surprising personalization from sensitive or unnecessary personal details
• Keep notes professional but useful — preferences, important dates, relationship context
• Never expose CRM data to callers beyond what's socially appropriate