Seer CRM

AI-powered personal contact management optimised for minimal friction. Paste or drag contact info from anywhere, Claude extracts structured data, and you get a searchable, categorized network.

Features

• Browser extension with side panel: Stays open while you browse - paste or drag text in
• Smart extraction: Claude extracts names, emails, companies, roles, social links from messy text
• Drag & drop: Drag text from any page directly into the panel
• Auto-categorization: Contacts tagged as work, personal, mentor, collaborator, founder, etc.
• CLI + Web UI: Terminal interface + visual dashboard
• Airtable export: Export directly to Airtable-compatible CSV for visual CRM management
• Schedule a follow-up meeting from your side panel: schedule a check-in with your contact via GCal in a couple of clicks

Quick Start

# 1. Clone and install
git clone https://github.com/Username-Matilda/short-timelines.git
cd short-timelines
pip install -r requirements.txt

# 2. Set your Anthropic API key
cp .env.example .env
# Edit .env and add your key from https://console.anthropic.com/

# 3. Add your first contact
python crm.py add --from-clipboard

Usage

CLI Commands

# Add a contact (interactive or from clipboard)
python crm.py add
python crm.py add --from-clipboard
python crm.py add -c -n "Met at AI conference"

# Search contacts
python crm.py search "acme"

# List all contacts or by category
python crm.py list
python crm.py list work
python crm.py list potential-collaborator

# View a specific contact
python crm.py show abc123

# Enrich existing contact with new info
python crm.py enrich abc123 --from-clipboard

# Delete a contact
python crm.py delete abc123

# Show statistics
python crm.py stats

# List categories
python crm.py categories

# Export contacts
python crm.py export --format json
python crm.py export --format csv -o contacts.csv
python crm.py export --format airtable -o contacts_for_airtable.csv

# Watch clipboard (daemon mode)
python crm.py watch

# Start web dashboard
python crm.py web
python crm.py web --port 8080

Web Dashboard

python crm.py web
# Open http://localhost:7778

The dashboard provides:

• Visual contact cards with all details
• Category filtering sidebar
• Quick search
• Add contacts via paste
• Delete contacts

Data Storage

Contacts are stored in data/contacts.json - a simple, human-readable format that's:

• Easy to back up (just sync the folder)
• Version-control friendly (can track in git)
• Portable (copy to another machine)

Backup Recommendations

# Simple: sync to cloud storage
ln -s /path/to/short-timelines/data ~/Dropbox/crm-backup

# Or: git commit your data
git add data/contacts.json
git commit -m "backup contacts"

Categories

Default categories (auto-assigned by Claude):

• work - Professional contacts
• personal - Friends and family
• networking - Met at events
• potential-collaborator - Possible project partners
• client - Business clients
• mentor / mentee - Advisory relationships
• investor / founder - Startup ecosystem
• researcher - Academic/research contacts
• other - Uncategorized

Browser Extension (Seer CRM)

Side panel that stays open while you browse. Paste or drag text in.

Installation

1. Open Chrome → chrome://extensions/
2. Enable "Developer mode" (top right)
3. Click "Load unpacked" → select the extension folder

Usage

1. Start the server: python crm.py web
2. Click the Seer CRM extension icon → side panel opens
3. Copy text from any page and paste into the panel (Ctrl+V)
4. Or drag and drop text directly into the panel
5. Add notes if you want
6. Click "Save Contact" → Claude extracts everything

Tip: You can paste multiple times - each paste adds to the existing text with a separator, so you can combine info from different parts of a page.

Keyboard shortcut: Ctrl+Enter to save

Auto-Start (Run in Background)

To have the server start automatically with Windows (no terminal window):

Option 1: VBS Script (Recommended)

1. Press Win+R, type shell:startup, press Enter
2. Create a shortcut to start_silent.vbs in that folder

Option 2: Python .pyw

1. Press Win+R, type shell:startup, press Enter
2. Create a shortcut to start_server.pyw in that folder

Now the server runs invisibly on startup. The browser extension will always be able to connect.

Example Workflow

With Browser Extension:

1. You're on someone's LinkedIn profile
2. Press Alt+Shift+C
3. Click "Grab selected text" after selecting their bio
4. Add a note: "Met at conference, interested in collab"
5. Click Save - done!

With CLI:

1. Copy an email signature
2. Run python crm.py add -c
3. Add context when prompted
4. Contact saved with auto-categorization

Airtable Integration

Export your contacts to Airtable for a visual CRM experience:

python crm.py export --format airtable -o contacts_for_airtable.csv

Then in Airtable:

1. Create a new base or open existing
2. Click Import → CSV file
3. Upload your CSV - fields will auto-map

See airtable_template.md for recommended field types and views to set up.

Future Ideas

• Live Airtable sync via API
• Relationship strength tracking
• Follow-up reminders
• Mobile app

Architecture

personal_crm/
├── cli.py         # Click-based CLI interface
├── extractor.py   # Claude API for contact extraction
├── storage.py     # JSON storage layer
├── server.py      # Flask web dashboard + API
└── config.py      # Configuration

extension/
├── manifest.json  # Chrome extension config (v2 with side panel)
├── sidepanel.html # Side panel UI
├── sidepanel.js   # Side panel logic
├── background.js  # Service worker for shortcuts
└── icons/         # Extension icons

data/
├── contacts.json  # Your contacts
└── categories.json # Custom categories

start_silent.vbs   # Windows auto-start (no terminal)
start_server.pyw   # Python auto-start (no terminal)

Requirements

• Python 3.10+
• Anthropic API key
• pyperclip for clipboard access (optional but recommended)

License

MIT