personal-crm

# Personal CRM — 人际关系记忆助手

> 帮你记住身边每个人的故事。生日、喜好、上次聊了什么、下次该联系谁。

## Configuration

This skill stores data in a Feishu/Lark Bitable. Configure your credentials in `~/.openclaw/openclaw.json`:

```json
{
  "channels": {
    "feishu": {
      "enabled": true,
      "accounts": {
        "main": {
          "appId": "your_feishu_app_id",
          "appSecret": "your_feishu_app_secret"
        }
      }
    }
  },
  "skills": {
    "entries": {
      "personal-crm": {
        "enabled": true,
        "config": {
          "app_token": "YOUR_BITABLE_APP_TOKEN",
          "contacts_table_id": "YOUR_CONTACTS_TABLE_ID",
          "interactions_table_id": "YOUR_INTERACTIONS_TABLE_ID"
        }
      }
    }
  }
}
```

**配置说明：**

| 配置项 | 来源 | 说明 |
|--------|------|------|
| `channels.feishu.appId` | 飞书开放平台 | 创建应用后获取 |
| `channels.feishu.appSecret` | 飞书开放平台 | 创建应用后获取 |
| `skills.personal-crm.config.app_token` | Bitable 多维表格 | 应用凭证 |
| `skills.personal-crm.config.contacts_table_id` | Bitable 表格 | 联系人表 ID |
| `skills.personal-crm.config.interactions_table_id` | Bitable 表格 | 互动记录表 ID |

**获取方式：**
1. 飞书应用凭证：https://open.feishu.cn/ → 创建应用 → 凭证与基础信息
2. Bitable app_token：创建多维表格后从 URL 获取
3. Table ID：从 Bitable URL 的 `?table=` 参数获取

**Reading config:** Read the user's config from `skills.entries.personal-crm.config` to get `app_token`, `contacts_table_id`, and `interactions_table_id`. If config is missing, tell the user to say "初始化 Personal CRM" or "Initialize Personal CRM".

## 自动建表（Auto Setup）

当用户说"初始化 Personal CRM"、"Initialize Personal CRM"或"设置 CRM"时，执行以下步骤：

### Step 1: 创建 Bitable
```
feishu_bitable_create_app(name="Personal CRM")
```
记录返回的 app_token。

### Step 2: 在默认表上创建联系人表字段
Bitable 创建时会自带一张默认表。先用 `feishu_bitable_get_meta` 获取默认表的 table_id，然后依次创建字段：

```
feishu_bit...

# 💝 Personal CRM — Never Forget a Birthday Again

A personal relationship manager skill for [OpenClaw](https://github.com/openclaw/openclaw), powered by Feishu/Lark Bitable.

## Why?

Because you forgot your girlfriend's birthday and got yelled at. Because you can't remember what your friend told you last month. Because maintaining relationships is hard, and your brain wasn't built to be a database.

This isn't a cold sales pipeline tool. It's a warm, human relationship memory that helps you be a better friend, partner, and family member.

## Features

- **Smart capture** — Mention someone in conversation and it automatically records the interaction. No need to say "save this."
- **Contact management** — Track names, relationships, birthdays, hobbies, preferences, and personal notes.
- **Interaction logging** — Record stories and details, not boring meeting minutes. Captures the mood and follow-ups.
- **Birthday & anniversary reminders** — Daily proactive alerts with gift suggestions based on the person's interests.
- **Lunar calendar support** — For cultures that celebrate lunar birthdays (农历生日), automatic conversion to solar dates each year.
- **Relationship maintenance** — Alerts when you haven't contacted someone in too long, based on your desired frequency.
- **Natural language** — Just talk naturally. "Had dinner with Xiao Wang yesterday, he's switching jobs to ByteDance" triggers both an interaction record and a contact update.
- **Auto setup** — One command creates all required Bitable tables and fields automatically.

## Quick Start

1. Install: `clawhub install personal-crm`
2. Make sure your OpenClaw has the Feishu/Lark plugin enabled
3. Tell your agent: "Initialize Personal CRM" — it will create all tables automatically
4. Start using it: "I met a new friend today, Zhang Wei, he works at Google as a PM"

## Requirements

- OpenClaw with Feishu/Lark plugin enabled
- A Feishu/Lark account with Bitable access

## Data Storage

All data lives in your ow...