wdm0006/evergreen-skills/contact-enrichment

Claude Code and agent skill by wdm0006/evergreen-skills

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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.

Install

npx vskill@latest install wdm0006/evergreen-skills/contact-enrichment

SKILL.md

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

  1. Retrieve the contact with get_contact to see what's already known
  2. Use web search to find publicly available information (LinkedIn profile, company website, recent news)
  3. Update the contact with update_contact to fill in missing fields
  4. Append research findings to the contact's notes field with update_contact
  5. Add or update the contact's tags with update_contact based on what you learn

Fields to Enrich

FieldSources
Title / RoleLinkedIn headline, company about page
OrganizationLinkedIn, company website, news articles
LocationLinkedIn profile, company HQ
BackgroundLinkedIn summary, personal blog, conference talks
Recent activityNews mentions, blog posts, social media
Mutual connectionsLinkedIn shared connections, event co-attendance

Example

Starting contact:

Name: Jamie Rodriguez
Email: jamie@acmelabs.io
(everything else blank)

After enrichment:

1. get_contact({ contactId: jamie_id }) → sparse record
2. Web search "Jamie Rodriguez acmelabs.io"
3. update_contact({
     contactId: jamie_id,
     title: "VP of Engineering",
     organization: "Acme Labs",
     location: "San Francisco, CA"
   })
4. update_contact({ contactId: jamie_id, notes: "## 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. update_contact({ contactId: jamie_id, tags: ["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

Security

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Source

Popularity

7-day trend score
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Refreshed 27 Apr 2026, 6 months ago.

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