Dex CRM Skill for Clawdbot

Manage your Dex personal CRM directly from Clawdbot. Search contacts, add notes, manage reminders.

Installation

Via ClawdHub (recommended)

clawdhub install dex-crm

Manual Installation

Copy the SKILL.md file to your Clawdbot skills directory:

cp SKILL.md ~/.clawdbot/skills/dex-crm/SKILL.md
# or for workspace installs:
cp SKILL.md ~/clawd/skills/dex-crm/SKILL.md

Setup

1. Get your Dex API key from Dex Settings

2. Add it to your Clawdbot gateway config (config.yaml):

env:
  DEX_API_KEY: "your-api-key-here"

1. Restart the gateway:

clawdbot gateway restart

Features

• Search contacts by email or browse all contacts
• View contact details — phone, email, birthday, notes
• Add notes to contacts with timestamps
• Create/complete reminders for follow-ups
• Create new contacts from conversations
• Archive contacts you no longer need

Example Usage

"Find John Smith in my Dex contacts"

"Add a note to Sarah's contact: Met for coffee, discussed the project proposal"

"Create a reminder to follow up with Mike next Tuesday"

"Show me all my reminders due this week"

Included Scripts

scripts/dex-cleanup.py

Automatically archives junk/newsletter contacts from Dex. Useful for cleaning up contacts imported from email that aren't real people.

# Set your API key
export DEX_API_KEY="your-key"

# Dry run (preview what would be archived)
python3 scripts/dex-cleanup.py --dry-run

# Actually archive junk contacts
python3 scripts/dex-cleanup.py

The script identifies junk contacts by patterns like:

• Substack newsletters
• Noreply addresses
• Calendar system entries
• Common newsletter domains

API Reference

See SKILL.md for the complete API reference including all endpoints for contacts, notes, and reminders.

License

MIT

Author

Jay Graves (@jaybna)