wdm0006/enriching-evergreen-contacts
skills/contact-enrichment/SKILL.md
Researches and enriches Evergreen CRM contacts with publicly available information — LinkedIn details, company info, recent news, and shared context. Use when a contact has sparse details, before an important meeting, or when batch-updating stale records.
development
Updated Apr 23, 2026
$ install --global
skillsauthnpx skillsauth add wdm0006/evergreen-skills enriching-evergreen-contactsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 24, 2026, 2:34 AM303.1s1 file scanned
SKILL.md
- name:
- enriching-evergreen-contacts
- description:
- Researches and enriches Evergreen CRM contacts with publicly available information — LinkedIn details, company info, recent news, and shared context. Use when a contact has sparse details, before an important meeting, or when batch-updating stale records.
Contact Enrichment
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- A contact record has only a name and email
- You want to fill in title, organization, location, or social links
- Before an important meeting where you need full context
- Periodic batch enrichment to keep your database current
How It Works
- Retrieve the contact with
get_contactto see what's already known - Use web search to find publicly available information (LinkedIn profile, company website, recent news)
- Update the contact with
contacts.updateto fill in missing fields - Append research findings to notes with
notes.append - Add or update tags with
tags.add_to_contactbased on what you learn
Fields to Enrich
| Field | Sources | |-------|---------| | Title / Role | LinkedIn headline, company about page | | Organization | LinkedIn, company website, news articles | | Location | LinkedIn profile, company HQ | | Background | LinkedIn summary, personal blog, conference talks | | Recent activity | News mentions, blog posts, social media | | Mutual connections | LinkedIn shared connections, event co-attendance |
Example
Starting contact:
Name: Jamie Rodriguez
Email: [email protected]
(everything else blank)
After enrichment:
1. get_contact(id) → sparse record
2. Web search "Jamie Rodriguez acmelabs.io"
3. contacts.update(id, {
title: "VP of Engineering",
organization: "Acme Labs",
location: "San Francisco, CA"
})
4. notes.append(id, "## Research (2026-04-05)\n- VP Eng at Acme Labs (Series B, 50 employees)\n- Previously at Stripe (2019-2024)\n- Speaks at PyCon regularly\n- Interested in developer tools and open source")
5. tags.add_to_contact(id, ["engineering", "startup", "developer-tools"])
Checklist
Enrichment:
- [ ] Existing data reviewed before overwriting
- [ ] Only publicly available information used
- [ ] Research date noted in appended notes
- [ ] Sources are credible (not outdated profiles)
- [ ] Tags updated to reflect new information
Learn More
- Evergreen — Local-First Personal CRM
- Evergreen Gets Serious: Building Tools That Think With You
- Evergreen Gets Even Evergreener
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