Dex Personal CRM

dex-crm

Manage Dex personal CRM (getdex.com) contacts, notes, and reminders. Use when you need to: (1) Search or browse contacts, (2) Add notes about people, (3) Create or check reminders, (4) Look up contact details (phone, email, birthday). Requires DEX_API_KEY environment variable.

majiayu000/claude-skill-registry·0installs663starsSales & marketing

SKILL.md

Full skill instructions

Dex Personal CRM

Manage your Dex CRM directly from Clawdbot. Search contacts, add notes, manage reminders.

Authentication

Set DEX_API_KEY in gateway config env vars.

API Base

Base URL: https://api.getdex.com/api/rest
Headers: Content-Type: application/json and x-hasura-dex-api-key: $DEX_API_KEY

Quick Reference

Contacts

# List contacts (paginated)
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/contacts?limit=10&offset=0"

# Get contact by ID
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/contacts/{contactId}"

# Search contact by email
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/search/[email protected]"

# Create contact
curl -s -X POST -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"first_name":"John","last_name":"Doe","emails":["[email protected]"]}' \
  "https://api.getdex.com/api/rest/contacts"

# Update contact
curl -s -X PUT -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"job_title":"CEO"}' \
  "https://api.getdex.com/api/rest/contacts/{contactId}"

# Delete contact
curl -s -X DELETE -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/contacts/{contactId}"

Notes (Timeline Items)

# List notes
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/timeline_items?limit=10&offset=0"

# Notes for a contact
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/timeline_items/contacts/{contactId}"

# Create note
curl -s -X POST -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"note":"Met for coffee, discussed project","contact_ids":["contact-uuid"],"event_time":"2026-01-27T12:00:00Z"}' \
  "https://api.getdex.com/api/rest/timeline_items"

# Update note
curl -s -X PUT -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"note":"Updated note text"}' \
  "https://api.getdex.com/api/rest/timeline_items/{noteId}"

# Delete note
curl -s -X DELETE -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/timeline_items/{noteId}"

Reminders

# List reminders
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/reminders?limit=10&offset=0"

# Create reminder
curl -s -X POST -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"body":"Follow up on proposal","due_at_date":"2026-02-01","contact_ids":["contact-uuid"]}' \
  "https://api.getdex.com/api/rest/reminders"

# Update reminder
curl -s -X PUT -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"is_complete":true}' \
  "https://api.getdex.com/api/rest/reminders/{reminderId}"

# Delete reminder
curl -s -X DELETE -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/reminders/{reminderId}"

Contact Fields

first_name, last_name, job_title, description
emails (array of {email})
phones (array of {phone_number})
education, website, linkedin, facebook, twitter, instagram, telegram
birthday, image_url
last_seen_at, next_reminder_at
is_archived, created_at, updated_at

Searching Contacts

The API only supports search by email. For name-based search, fetch contacts in batches and filter locally. Use a reasonable limit (50-100) for browsing.

Notes

Always confirm before creating, updating, or deleting contacts/notes/reminders
Contact search by name requires local filtering (API only supports email search)
Use pagination (limit/offset) for large result sets
The event_time field on notes is when the interaction happened, not when the note was created

Install skill

Copy and run in your terminal

npx -y skills add https://github.com/majiayu000/claude-skill-registry --skill dex-crm

View on GitHub

skills/data/dex-crm/SKILL.md

More Sales & marketing skills

View all

Sales & marketing

revops

Design and optimize systems connecting marketing, sales, and customer success into a unified revenue engine.

53.3K 104.9K

View

Sales & marketing

lead-magnets

Strategic planning and optimization for email capture offers and gated content.

53.3K 103.4K

View

Sales & marketing

directory-submissions

Directory submissions: the foundation layer of distribution that passes backlinks and discovery surface area into your marketing pages.

53.3K 76.3K

View

Sales & marketing

gsap-timeline

Sequence and choreograph multi-step animations with precise timing control and nested timelines.

15.9K 58.4K

View

Sales & marketing

launch-strategy

Structured framework for planning product launches, feature announcements, and go-to-market strategies.

53.3K 56.8K

View

Sales & marketing

gws-drive-upload

Upload files to Google Drive with automatic MIME type detection and metadata.

31.2K 47.2K

View

Sales & marketing

ci-cd-and-automation

Automates CI/CD pipeline setup. Use when setting up or modifying build and deployment pipelines. Use when you need to automate quality gates, configure test runners in CI, or establish deployment strategies.

101.4K 43.2K

View