dex-crm

What This Skill Does

The dex-crm skill integrates your OpenClaw agent directly with Dex (getdex.com), enabling seamless management of your personal relationship database. This skill provides a powerful interface to search, update, and manage your contacts, timeline notes, and reminders without leaving your chat workspace. Whether you are looking up a contact's email, jotting down details after a networking event, or ensuring you follow up with a reminder, the dex-crm skill automates the data entry and retrieval process via the official Dex REST API.

Installation

To install this skill, use the OpenClaw command-line interface by running: clawhub install openclaw/skills/skills/jaybna/dex-crm. After installation, you must configure your environment variables within your gateway settings. Specifically, you need to provide the DEX_API_KEY obtained from your Dex account settings to authorize the agent to access your private data. Ensure that this key is stored securely.

Use Cases

This skill is ideal for professionals, entrepreneurs, and busy individuals who want to maintain high-quality relationships. Use it to: (1) quickly lookup contact information like phone numbers or birthday details before an interaction; (2) centralize notes by adding meeting summaries directly to a contact's timeline; (3) organize follow-ups by setting reminders for specific dates; and (4) maintain an updated address book by adding or modifying contact records on the fly. It is perfect for those who want to turn conversation-based insights into actionable relationship management data.

Example Prompts

1. "Look up Sarah Jenkins in my Dex CRM and tell me her email address and when her birthday is."
2. "Add a note to John Doe's contact record: Met for coffee today, discussed potential collaboration on the project."
3. "Do I have any reminders set for this week in Dex?"

Tips & Limitations

• Rate Limiting: Ensure you adhere to standard API usage patterns. The skill uses pagination (limit and offset) for list requests, which helps manage large contact lists efficiently.
• Authentication: Always handle your DEX_API_KEY with care. Do not expose it in logs or shared workspaces.
• Data Structure: Note that when adding a new contact or note, the API expects specific JSON formatting. If the agent returns an error, verify that the contact or note UUIDs are correct and that the fields provided match the Dex API schema exactly.