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Load context about a person from CRM. Use when asking who someone is or needing background on a contact.
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Basado en la clasificación ocupacional SOC
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| name | profile |
| description | Load context about a person from CRM. Use when asking who someone is or needing background on a contact. |
Quickly load context about a person mid-conversation
/profile {name} or "who is {name}" or "tell me about {name}"
contacts.yamlVault/4 - CRM/Profiles/{name}.mdExtract the person's name from the command:
/profile Marcus -> "Marcus"/profile Alex Chen -> "Alex Chen"who is John Smith -> "John Smith"Load Vault/4 - CRM/contacts.yaml and find best match:
// Matching logic:
// - Exact match: 100%
// - One name contains other: 90% (e.g., "Marcus" matches "Alex Chen")
// - First name match: 85%
// - Levenshtein similarity: calculated
If profile file exists (Vault/4 - CRM/Profiles/{name}.md):
If no profile but contact exists:
If no match found:
{name}
Company: {company} | Relationship: {level} | Last: {date}
Notes:
{bullet points from profile}
Recent interactions:
{from interaction log}
Next step: {if exists}
Input: /profile Alex
Output:
Alex Chen
Company: Acme Ventures | Relationship: Warmish | Last: 2026-01-16
Notes:
- Works at Acme Ventures (early-stage fund)
- Interested in AI/developer tools space
- Will be at upcoming conference in February
Recent interactions:
- 2026-01-16: Intro call - casual catch-up, agreed to follow up
Next step: Follow up when conference dates confirmed
| Type | Path |
|---|---|
| Contacts index | Vault/4 - CRM/contacts.yaml |
| Profile files | Vault/4 - CRM/Profiles/{name}.md |
This skill doesn't need a TypeScript script. Atlas can:
The matching rules are simple enough for Atlas to implement inline.
/memory - Update profiles with new facts/crm - Full CRM search and management (planned)