@e9n/pi-personal-crm

Personal CRM extension for pi. Manage contacts, companies, interactions, and reminders — all from the terminal or a web dashboard.

Features

• Contacts — full profiles with emails, phones, custom fields, and company association
• Companies — organization records with member contacts
• Interactions — timeline of calls, meetings, emails, notes, gifts, and messages
• Relationships — link contacts to each other with labeled relationships
• Groups — tag contacts into named groups
• Reminders — birthdays, anniversaries, and custom reminders with upcoming view
• Fuzzy search — typo-tolerant search across contacts and companies
• Extension fields — third-party extensions can attach read-only data to contacts/companies
• CSV import/export — bulk import with duplicate detection
• Web dashboard — 6-page UI (Contacts, Companies, Groups, Interactions, Reminders, Upcoming)

Setup

Add to ~/.pi/agent/settings.json or .pi/settings.json:

{
  "pi-personal-crm": {
    "dbPath": "db/crm.db"
  }
}

Key	Default	Description
dbPath	"db/crm.db"	SQLite file path (relative to agent dir, or absolute)
useKysely	false	Use shared pi-kysely DB instead of local SQLite

Tool: crm

Manages all CRM entities. Pass action plus the relevant fields.

Actions

Group	Actions
Contacts	search, contact, add_contact, update_contact, delete_contact
Interactions	log_interaction
Reminders	add_reminder, upcoming
Relationships	add_relationship
Companies	list_companies, add_company
Groups	list_groups, add_to_group, remove_from_group
Import/Export	export_csv, import_csv

Key Parameters

Parameter	Type	Description
action	string	Action to perform (required)
query	string	Search query (for search)
contact_id	number	Contact ID (for contact, update_contact, log_interaction, add_reminder)
name	string	Contact name — alternative to contact_id for contact action
first_name / last_name	string	Contact name fields
email / phone	string	Primary email / phone
company_name	string	Company association
interaction_type	string	call, meeting, email, note, gift, message
summary	string	Interaction summary (required for log_interaction)
reminder_type	string	birthday, anniversary, custom
reminder_date	string	ISO date for the reminder

Commands

Command	Description
/crm-web [port]	Start standalone web UI (default port 4100)
/crm-web stop	Stop the standalone server
/crm-web status	Show whether CRM is running standalone or via pi-webserver
/crm-export	Export all contacts to crm-contacts.csv
/crm-import <path>	Import contacts from a CSV file

Web UI

The dashboard (crm.html) auto-mounts at /crm when pi-webserver is installed. Use /crm-web to start a standalone server on port 4100.

Install

pi install npm:@e9n/pi-personal-crm

License

MIT