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

Get your Dex API key from Dex Settings
Add it to your Clawdbot gateway config (config.yaml):

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

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)