@e9n/pi-personal-crm

Personal CRM extension for pi. Manage contacts, companies, interactions, and reminders — all from the terminal or a web dashboard.

Features

• Contacts — full profiles with emails, phones, custom fields, and company association
• Companies — organization records with member contacts
• Interactions — timeline of calls, meetings, emails, notes, gifts, and messages
• Relationships — link contacts to each other with labeled relationships
• Groups — tag contacts into named groups
• Reminders — birthdays, anniversaries, and custom reminders with upcoming view
• Fuzzy search — typo-tolerant search across contacts and companies
• Extension fields — third-party extensions can attach read-only data to contacts/companies
• CSV import/export — bulk import with duplicate detection
• Web dashboard — 6-page UI (Contacts, Companies, Groups, Interactions, Reminders, Upcoming)

Setup

Add to ~/.pi/agent/settings.json or .pi/settings.json:

{
  "pi-personal-crm": {
    "dbPath": "db/crm.db"
  }
}

| Key | Default | Description | |-----|---------|-------------| | dbPath | "db/crm.db" | SQLite file path (relative to agent dir, or absolute) | | useKysely | false | Use shared pi-kysely DB instead of local SQLite |

Tool: crm

Manages all CRM entities. Pass action plus the relevant fields.

Actions

| Group | Actions | |-------|---------| | Contacts | search, contact, add_contact, update_contact, delete_contact | | Interactions | log_interaction | | Reminders | add_reminder, upcoming | | Relationships | add_relationship | | Companies | list_companies, add_company | | Groups | list_groups, add_to_group, remove_from_group | | Import/Export | export_csv, import_csv |

Key Parameters

| Parameter | Type | Description | |-----------|------|-------------| | action | string | Action to perform (required) | | query | string | Search query (for search) | | contact_id | number | Contact ID (for contact, update_contact, log_interaction, add_reminder) | | name | string | Contact name — alternative to contact_id for contact action | | first_name / last_name | string | Contact name fields | | email / phone | string | Primary email / phone | | company_name | string | Company association | | interaction_type | string | call, meeting, email, note, gift, message | | summary | string | Interaction summary (required for log_interaction) | | reminder_type | string | birthday, anniversary, custom | | reminder_date | string | ISO date for the reminder |

Commands

| Command | Description | |---------|-------------| | /crm-web [port] | Start standalone web UI (default port 4100) | | /crm-web stop | Stop the standalone server | | /crm-web status | Show whether CRM is running standalone or via pi-webserver | | /crm-export | Export all contacts to crm-contacts.csv | | /crm-import <path> | Import contacts from a CSV file |

Web UI

The dashboard (crm.html) auto-mounts at /crm when pi-webserver is installed. Use /crm-web to start a standalone server on port 4100.

Install

pi install npm:@e9n/pi-personal-crm

License

MIT