Your relationships.
In your AI assistant.

Find the details before you meet. Save a note after you talk. Set the follow-up, right from the assistant you already use.

Use for freeSee what you can do

Included in the free plan. No credit card required.

  • ChatGPT
  • Claude
  • Claude Code
  • Cursor
  • Perplexity
  • VS Code

From “what did we talk about?” to “I’ll remember to ask.”

Example conversation

What should I ask Sarah about when we catch up?

Your last note says Sarah is launching her design studio. You also offered to introduce her to James. Ask how the launch is going and whether an introduction would still help.

The context is already here

Your assistant reads the notes you saved, so you can pick up where you left off.

Sarah MillerSarah Miller

Saved conversation

Sarah is getting ready to launch her design studio. Introduce her to James.

Illustrative examples with sample contacts. Your assistant works with your own account; wording and confirmation steps vary by client.

Update your CRM
while you talk to your assistant.

Your assistant can work with the contacts, notes, reminders and networks in your account. Tell it what changed, and check the result in PersonalCRM.

Add someone you just met

Create a contact with the details you know. Add more whenever they come up.

“Add Maya Chen. We met at the design meetup. She’s starting a studio.”

Keep your circles together

Create networks and assign contacts without leaving your conversation.

“Create a Design friends network and add Maya to it.”

Set a rhythm that fits

Update a contact’s interval so they appear when it’s time to reach out.

“I’d like to catch up with Maya every month. Set her contact interval to monthly.”

Your connected assistant can read the information you’ve saved in your CRM. If you ask for a message draft, you choose what to send and send it yourself.

Connect once. Keep your context close.

  1. Choose your assistant

    Open Settings → MCP in PersonalCRM. Pick the client you want to connect.

  2. Connect your account

    Follow the instructions for your client and approve access. API-key setup is available too.

  3. Ask about your people

    Look up a contact, read your conversation notes or create a reminder. Changes appear in PersonalCRM.

Read the connection guide

Your assistant must support custom MCP connections. Availability depends on its plan and workspace settings. Connected clients can read and change your CRM data; review requests in your assistant.

Your CRM.
Your workflows.

Build a morning catch-up list. Save notes from your own tools. Create follow-up reminders from a script. The REST API gives your ideas access to the same contacts and context.

Explore the APIView endpoints

API access is included in every plan.

Find contacts due for a catch-up

curl --get \
  https://personalcrm.me/api/v1/contacts \
  --data 'needsContact=true' \
  --header 'Authorization: Bearer YOUR_API_KEY'

Example request. Use a key from Settings → API.

ContactsNotesRemindersNetworks

Start with the people you want to keep in touch with.

Add someone you’ve been meaning to call. Set a reminder, then save a note after you catch up.

Use for free

100 contacts free forever. No credit card required.