Using AI Agents

The API is designed so an AI agent can operate your whole CRM: bulk migrations, dedup runs, "log a ping for everyone I met at the conference", restructuring networks, and anything else that is tedious by hand.

Using Claude, ChatGPT, Claude Code, Cursor or VS Code? The built-in MCP server is the easier path: sign in with your account, no keys or OpenAPI spec needed.

Setup

Give your agent two things:

1. An API key: create one named after the agent in Settings → Developer (treat it like a password: it grants full access to your data).
2. This instruction:

PersonalCRM API: base URL https://personalcrm.me/api/v1, authenticate every request with Authorization: Bearer <key>. Fetch https://personalcrm.me/api/openapi.json for the full schema.

That is all an agent needs. The OpenAPI spec describes every endpoint, parameter and response shape in machine-readable form.

Example prompts

Things you can ask an agent to do once it has the key:

• "Move everyone from my University network who now works in tech into the Work network."
• "Find contacts I haven't pinged in over 6 months and create follow-ups for next week."
• "Deduplicate contacts with identical names and merge their notes."
• "Import this list of people and put them all in the Conference network."

Good practice

• One key per agent so you can revoke access individually.
• Delete keys you no longer use: revocation is immediate.
• Agents can be told to work read-only ("only GET requests"), but the key itself has full access (scoped keys are on the roadmap).