PersonalCRM Docs
MCP

The 21 tools

Everything an MCP-connected assistant can do in PersonalCRM, grouped by what it touches.

Once connected, your assistant has these tools. Names follow a strict verb_noun pattern, descriptions are written as agent prompts, and every destructive tool is annotated so well-behaved clients ask you before deleting anything.

Contacts

ToolWhat it does
list_contactsSearch and filter your people, including needsPing: true for everyone who's overdue.
get_contactFull profile for one person: fields, cadence, last ping, notes.
create_contactAdd a person. Used for one-offs and bulk imports from pasted data.
update_contactChange fields, cadence, notes, networks.
delete_contactRemove a person (destructive, confirmed first).

Pings

ToolWhat it does
log_pingThe core action: record "I was in touch", optionally with a note and a backdate. Resets the cadence timer.
list_pingsThe check-in history, per contact or overall.
delete_pingRemove a mistaken ping. The last-contact date recalculates automatically.

Meetings

ToolWhat it does
list_meetingsPast meetings with attendees and notes.
get_meetingOne meeting in full, including each attendee's personal note.
create_meetingLog a meeting; counts as a Ping for every attendee.
update_meetingEdit details, attendees, notes.
delete_meetingRemove a meeting (destructive, confirmed first).

Follow-ups

ToolWhat it does
list_follow_upsOpen or completed follow-ups, per contact or overall.
create_follow_upA dated to-do tied to a person ("ask how the interview went, Friday").
update_follow_upReschedule, reword, complete, or reopen.
delete_follow_upRemove one (destructive, confirmed first).

Networks

ToolWhat it does
list_networksYour circles, with icons and colors.
create_networkAdd a circle (Work, Running Club, …).
update_networkRename, recolor, change the icon.
delete_networkRemove a circle: contacts stay, only the label goes (destructive, confirmed first).

What agents do with these

A few real prompts and the tools they trigger:

  • "Who am I falling out of touch with?"list_contacts(needsPing: true)
  • "Log a ping for Sarah, we talked about her Series A"log_ping
  • "Prep me for tomorrow's dinner with James"get_contact + list_pings + list_meetings + list_follow_ups
  • "Import this CSV of my Notion contacts and guess sensible cadences" → repeated create_contact with reasoned pingFrequency

Rate limits and auth are the same as the REST API: one key, 120 requests/minute, everything scoped to your account.

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