Relationships CRM

Overview

Track people in the user's life with rich context. Store relationship data, interaction history, and personal details in structured memory files.

Categories

Category	Description
family	Immediate and extended family
close_friends	Trusted inner circle
church_friends	Friends from church community
colleagues	Professional contacts, collaborators, business partners
broader_community	Acquaintances, community members, loose connections
strangers	One-time contacts, unknown intent
bad_actors	People to avoid or be cautious around
unknown	Not yet categorized

Commands

Add a person

/relationship add "Firstname Lastname" --category <category> [details]

Creates a new contact file or updates existing.

List by category

/relationship list <category>

Shows all contacts in a category.

Search

/relationship search <query>

Full-text search across all contacts.

Update

/relationship update "Firstname Lastname" --field <field> --value <value>

Updates a specific field.

Note interaction

/relationship interact "Firstname Lastname" --date YYYY-MM-DD --summary "what happened"

Logs an interaction to the contact's history.

File Structure

memory/relationships/
├── family/
│   ├── family-member.md
│   └── ...
├── close_friends/
├── church_friends/
├── colleagues/
├── broader_community/
├── strangers/
├── bad_actors/
├── unknown/
└── index.json    # Quick lookup index

Contact File Format

# Firstname Lastname

## Basics
- **Category:** family
- **Relationship:** Wife
- **First met:** YYYY-MM-DD or "since childhood" etc.
- **Last contact:** YYYY-MM-DD

## Context
[Background, how we know them, what they mean to the user]

## Key Details
- Birthday: YYYY-MM-DD
- Location: City, State
- Phone: +1...
- Email: ...
- Social: @handle

## Family
- Spouse: ...
- Children: ...

## Interactions
### YYYY-MM-DD - [Title]
[What happened, key points, follow-ups]

## Notes
[Running notes, things to remember]

Workflow

1. When asked about someone, search first
2. When adding new people, ask clarifying questions
3. After interactions, prompt to log them
4. Periodically suggest categorization updates
5. Respect privacy — never share contact info externally without permission

Integration with Memory

• Contacts live in memory/relationships/ for context persistence
• Key people may also be referenced in MEMORY.md for high-level context
• Daily notes in memory/YYYY-MM-DD.md can reference contacts

Privacy

• Contact files stay local
• Never sync to cloud or external services
• Malicious actors flagged in bad_actors/ with caution notes