PersonalCRM Docs
MCP

The 18 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 needsContact: true for everyone who's overdue.
get_contactFull profile for one person: fields, cadence, priority, when you were last in touch.
create_contactAdd a person. Used for one-offs and bulk imports from pasted data.
update_contactChange fields, cadence, networks.
delete_contactRemove a person (destructive, confirmed first).

Notes

ToolWhat it does
list_note_typesThe user's types, each with what it counts as. Call this first: the type decides whether a note resets a cadence.
create_noteThe core action: record what happened, with any number of people, a date and a type.
list_notesHistory, filtered by contact, type or date range.
update_noteChange the text, date, type or the people on it.
delete_noteRemove a note. Everyone on it is recalculated.

Reminders

ToolWhat it does
list_remindersOpen or completed reminders, per contact or overall.
create_reminderA dated to-do naming any number of people, or none ("ask how the interview went, Friday"). Can repeat.
update_reminderReschedule, reword, retag, change the repeat, complete, or reopen.
delete_reminderRemove one (destructive, confirmed first).

Networks

ToolWhat it does
list_networksYour circles, with their emoji and description.
create_networkAdd a circle (Work, Running Club, …).
update_networkRename, change the emoji or the description.
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(needsContact: true)
  • "Log a coffee with Sarah, we talked about her Series A" → list_note_types + create_note
  • "Prep me for tomorrow's dinner with James" → get_contact + list_notes + list_reminders
  • "Import this CSV of my Notion contacts and guess sensible cadences" → repeated create_contact with reasoned contactFrequency

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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