Schema set: Personal CRM

[CheMiguel23]

Remember the people you meet: where you met them, where they work, what you talked about, and what you promised to do for them.

What you can say to Claude

• "I met Anna Novak from Acme at Web Summit. She's interested in logistics automation."
• "Log a coffee with Anna today. I promised to send her our proposal by Friday."
• "What follow-ups are still open?"
• "When did I last talk to Anna, and what about?"

Tools you get

Each schema creates three tools: add_…, update_… and delete_….

Tool	Required fields	Links it creates
add_company	name	–
add_contact	name	company → works_at
add_followup	name	contact → concerns, interaction → follows_up_on
add_interaction	name, date	contacts → involves

Setup

1. Create a folder for this set, for example crm-schemas, anywhere on your computer.

2. Save each file below into that folder, keeping the file names.

3. Point MemoryMesh at the folder with the MEMORYMESH_SCHEMAS_DIR environment variable in your Claude Desktop config:

   "memorymesh": {
     "command": "node",
     "args": ["C:\\path\\to\\MemoryMesh\\dist\\index.js"],
     "env": {
       "MEMORYMESH_SCHEMAS_DIR": "C:\\path\\to\\crm-schemas",
       "MEMORYMESH_MEMORY_FILE": "C:\\path\\to\\crm-schemas\\memory.json"
     }
   }

   On macOS use normal paths, e.g. "/Users/you/crm-schemas". Setting MEMORYMESH_MEMORY_FILE too is optional; it keeps this set's data separate from your other memories.

4. Fully quit and restart Claude Desktop.

Using your own folder keeps these schemas safe from updates and keeps the built-in examples out of your tool list. (You can also drop the files into dist/data/schemas instead.)

Tips

• Linked items must exist first. Claude handles this itself: if it links to something missing, the call fails with an explanation and nothing is saved, so it creates the missing item and tries again.
• Only name (and occasionally one more field) is required, so Claude doesn't have to invent values it doesn't know.
• Extra details are welcome. Fields not listed in a schema are saved as notes on the item.
• Make it yours. Rename fields, add your own, or remove what you don't need. The SchemaManager can help.

The 4 schema files

company.schema.json

{
  "name": "add_company",
  "description": "Add a company or organization to the knowledge graph",
  "properties": {
    "name": {
      "type": "string",
      "description": "The company's name",
      "required": true
    },
    "industry": {
      "type": "string",
      "description": "Industry or field"
    },
    "website": {
      "type": "string",
      "description": "Website address"
    },
    "location": {
      "type": "string",
      "description": "Where the company is based"
    },
    "notes": {
      "type": "string",
      "description": "Anything else worth remembering"
    }
  },
  "additionalProperties": true
}

contact.schema.json

{
  "name": "add_contact",
  "description": "Add a person you know (contact) to the knowledge graph",
  "properties": {
    "name": {
      "type": "string",
      "description": "The person's full name",
      "required": true
    },
    "company": {
      "type": "string",
      "description": "Company this person works at",
      "relationship": {
        "edgeType": "works_at",
        "description": "Company this person works at (must already exist)"
      }
    },
    "role": {
      "type": "string",
      "description": "Job title or role"
    },
    "email": {
      "type": "string",
      "description": "Email address"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "birthday": {
      "type": "string",
      "description": "Birthday, e.g. '1990-04-23' or 'April 23'"
    },
    "howWeMet": {
      "type": "string",
      "description": "How and where you met"
    },
    "interests": {
      "type": "array",
      "description": "Hobbies, interests or topics they care about"
    },
    "tags": {
      "type": "array",
      "description": "Labels such as friend, client, investor, mentor"
    },
    "notes": {
      "type": "string",
      "description": "Anything else worth remembering"
    }
  },
  "additionalProperties": true
}

followup.schema.json

{
  "name": "add_followup",
  "description": "Add a follow-up: something you promised or plan to do for a contact",
  "properties": {
    "name": {
      "type": "string",
      "description": "A short unique title, e.g. 'Send Anna the proposal'",
      "required": true
    },
    "due": {
      "type": "string",
      "description": "When it is due"
    },
    "status": {
      "type": "string",
      "description": "Current status",
      "enum": [
        "open",
        "done",
        "cancelled"
      ]
    },
    "contact": {
      "type": "string",
      "description": "The contact this follow-up is for",
      "relationship": {
        "edgeType": "concerns",
        "description": "The contact this follow-up is for (must already exist)"
      }
    },
    "interaction": {
      "type": "string",
      "description": "The interaction this follow-up came from",
      "relationship": {
        "edgeType": "follows_up_on",
        "description": "The interaction this follow-up came from (must already exist)"
      }
    },
    "details": {
      "type": "string",
      "description": "What exactly needs to be done"
    }
  },
  "additionalProperties": true
}

interaction.schema.json

{
  "name": "add_interaction",
  "description": "Record an interaction (meeting, call, email...) with one or more contacts",
  "properties": {
    "name": {
      "type": "string",
      "description": "A short unique title, e.g. 'Coffee with Anna 2026-11-03'",
      "required": true
    },
    "date": {
      "type": "string",
      "description": "When it happened",
      "required": true
    },
    "type": {
      "type": "string",
      "description": "Kind of interaction",
      "enum": [
        "meeting",
        "call",
        "email",
        "message",
        "event",
        "other"
      ]
    },
    "contacts": {
      "type": "array",
      "description": "Contacts involved",
      "relationship": {
        "edgeType": "involves",
        "description": "Contacts involved (must already exist)"
      }
    },
    "summary": {
      "type": "string",
      "description": "What was discussed"
    }
  },
  "additionalProperties": true
}