wdm0006/evergreen-context-recall
skills/context-recall/SKILL.md
Generates a narrative summary of everything known about a contact in Evergreen CRM — how you met, what you've discussed, mutual connections, and pending threads. Use when you need to quickly refresh your memory before reaching out, replying, or meeting someone.
business
Updated Apr 23, 2026
$ install --global
skillsauthnpx skillsauth add wdm0006/evergreen-skills evergreen-context-recallInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Apr 24, 2026, 2:31 AM113.6s1 file scanned
SKILL.md
- name:
- evergreen-context-recall
- description:
- Generates a narrative summary of everything known about a contact in Evergreen CRM — how you met, what you've discussed, mutual connections, and pending threads. Use when you need to quickly refresh your memory before reaching out, replying, or meeting someone.
Context Recall — "Refresh My Memory"
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- "What do I know about [name]?" before reaching out
- Someone emails you and you can't place them
- Before replying to a message from a contact you haven't talked to in a while
- When you need to brief someone else about a contact
How It Works
- Look up the contact with
get_contactfor full profile - Pull all interactions with
interactions.listfor complete history - Check pending actions with
actions.list - Map their network with
get_contact_networkfor relationships and introductions - Check introduction chains with
get_introduction_chain - Compile into a narrative summary
Output Format
## [Name] — What You Know
**[Title] at [Organization]** | [Location]
**In your CRM since:** [date] | **Last interaction:** [date] ([days] ago)
**Tags:** [tags]
### How You Connected
[Narrative: who introduced you, where you met, initial context]
### Relationship Timeline
- **[Date]** — [Interaction type]: [Summary]
- **[Date]** — [Interaction type]: [Summary]
- **[Date]** — [Interaction type]: [Summary]
[... complete history]
### What They're Working On
[Synthesized from notes and recent interactions — their current focus,
projects, interests]
### Your Shared Network
- **Introduced by:** [name and context]
- **You both know:** [mutual connections]
- **You introduced them to:** [names]
### Open Threads
- [Pending action 1]
- [Pending action 2]
- [Unanswered question or unresolved topic from last interaction]
### Key Details
[Anything notable from their notes — preferences, interests, important
context for future conversations]
Example
Request: "Refresh my memory on Marcus Webb"
Output:
## Marcus Webb — What You Know
**Founder & CEO at DataFlow** | Atlanta, GA
**In your CRM since:** Sep 2025 | **Last interaction:** Apr 1, 2026 (4 days ago)
**Tags:** founder, data, atlanta, startup
### How You Connected
David Kim introduced you at the Atlanta AI Dinner in September 2025.
Marcus was building DataFlow out of stealth at the time.
### Relationship Timeline
- **Apr 1** — Email: You sent the partnership proposal for data pipeline collaboration
- **Mar 20** — Meeting: Deep-dive on data architecture at his office
- **Feb 10** — Coffee: Caught up on DataFlow's progress, discussed hiring challenges
- **Dec 5** — Meeting: Holiday dinner, met his co-founder Alex Torres
- **Sep 15** — Meeting: First met at Atlanta AI Dinner
### What They're Working On
Building a real-time analytics platform for enterprise data pipelines.
Previously spent 5 years at Google on BigQuery. Recently closed a
$4M seed round. Hiring engineers aggressively.
### Your Shared Network
- **Introduced by:** David Kim
- **You both know:** Sarah Chen (Meridian Health), David Kim (DataTech)
- **His co-founder:** Alex Torres (met at Dec holiday dinner)
### Open Threads
- Partnership proposal sent Apr 1 — awaiting response
- Promised to intro him to your contact at Stripe
### Key Details
- Prefers morning meetings (noted from scheduling patterns)
- Big fan of Rust and real-time systems
- Has a dog named Byte (mentioned multiple times)
Checklist
Context Recall:
- [ ] Full contact profile retrieved
- [ ] Complete interaction history reviewed
- [ ] Network and relationships mapped
- [ ] Introduction chain traced
- [ ] Open actions and threads identified
- [ ] Narrative is readable and useful (not just raw data)
Learn More
- Evergreen — Local-First Personal CRM
- Vibe Coding a Personal CRM
- Evergreen Gets Serious
- Evergreen Gets Even Evergreener
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