Dex Skill for AI Agents
The Dex Skill is an installable package that gives AI agents (like Claude Code) the knowledge and tools to manage your personal CRM. It combines tool access with CRM best practices — so your AI assistant doesn't just execute commands, it understands how to be an effective relationship manager.
Installation
claude install-skill https://github.com/getdex/agent-skills/tree/main/dex-skill
The skill auto-detects whether MCP tools or the CLI are available and uses the best option.
npx skills add https://github.com/getdex/agent-skills --skill dex-skill
This cli auto-detects which clients have you installed and you can choose to who of them to install.
The skill follows the open Agent Skills format. Clone the repository and follow your agent's skill installation instructions:
git clone https://github.com/getdex/agent-skills.git
The skill definition lives in dex-skill/SKILL.md with supporting references in dex-skill/references/.
Setup
On first use, the skill runs a setup script that automatically picks the best connection method for your environment:
MCP tools detected
If dex_* tools are already available (e.g., via the MCP Server), the skill uses them directly. No additional setup needed.
CLI installed
If ~/.dex/bin/dex exists and is authenticated, the skill uses CLI commands.
Neither available — run setup
The skill runs bash scripts/setup.sh which auto-detects your environment and picks the best path:
| Environment | Method | Requires |
|---|---|---|
| Desktop with Go installed | Generates CLI binary via CLIHub + OAuth | Go 1.26+, browser |
| Desktop with Node.js | Configures hosted MCP server via add-mcp | Node.js, browser |
| SSH / headless with TTY | Device code flow (enter code on any device) | Internet access |
| Hosted agent (Grok Bot, OpenClaw) | Device code flow, driven by the agent | Sandbox with a shell |
| CI / automation | Pre-built binary + API key | DEX_API_KEY env var |
Headless & CI Setup
For servers and CI pipelines where no browser is available:
If you have terminal access (SSH), the setup script automatically starts a device code flow:
- Downloads the CLI binary for your platform
- Displays a short code (e.g.,
ABCD-1234) and a URL - Open the URL on any device, log into Dex, and enter the code
- The CLI receives an API key and completes setup
bash scripts/setup.sh
For fully automated environments:
- Generate an API key at Dex Settings > Integrations
- Provide the key:
export DEX_API_KEY=dex_your_key_here
bash scripts/setup.sh
- The key is saved to
~/.dex/api-keyfor subsequent runs
Ask your OpenClaw assistant to install dex-skill from ClawHub, or SSH to it and run:
npx clawhub@latest install dex-skill
Then ask "Authenticate Dex with Device Code" and follow the instructions
Grok Bot cannot sign in through its own MCP connector — the connector form takes only a URL and static headers, so it never opens a browser. It does run commands in its own sandbox, so it can install the skill and authenticate itself. Paste:
Install this skill and authenticate using the remote machine code: https://github.com/getdex/agent-skills
Grok installs the CLI, requests a device code, and shows you the code plus a link. Approve it in your own browser and Grok is connected — you never paste a key into chat.
Platform Support
Pre-built CLI binaries are available for:
| OS | Architecture |
|---|---|
| macOS | Apple Silicon (arm64), Intel (amd64) |
| Linux | amd64, arm64 |
| Windows | amd64, arm64 |
Binaries are published on GitHub Releases.
Core Workflows
The skill teaches your AI assistant these CRM workflows:
1. Find a Contact
Ask your agent to look up anyone by name, email, company, or any keyword.
"Look up John from Acme Corp" "Who do I know at Google?" "Find my contacts tagged as Investor"
The agent searches your contacts and retrieves full details including interaction history when needed.
2. Add a New Contact
"Add Jane Doe — she's VP Engineering at Acme Corp, email [email protected]"
The agent creates the contact and can immediately organize them with tags, groups, and reminders.
3. Log an Interaction
"Log that I had a coffee meeting with Jake today. We discussed the Series A and he's targeting Q3."
The agent creates a timestamped note on the contact's timeline with the appropriate note type (Meeting, Call, Coffee, etc.).
4. Set a Reminder
"Remind me to follow up with Maria in two weeks about the proposal"
The agent creates a reminder linked to the contact with the right due date. Supports recurring reminders: weekly, biweekly, monthly, quarterly, biannually, yearly.
5. Prep for a Meeting
"I have a meeting with Sarah Chen tomorrow — prep me"
The agent generates a meeting brief with: - Who they are (role, company, relationship context) - Last interaction (when, what was discussed) - Pending items (open reminders, action items) - Suggested talking points based on your history
6. Organize Your Network
"Tag everyone I met at the TechCrunch conference as 'TC Disrupt 2026'" "Create a group called 'Advisory Board' and add Marcus and Lisa"
Tags are flat labels for cross-cutting categories (e.g., "Investor", "College Friend"). Groups are named collections with emoji and description (e.g., "🚀 Startup Advisors").
7. Track Custom Data
"Create a custom field called 'Deal Stage' with options: Prospect, Qualified, Negotiation, Closed" "Set Jake's deal stage to Qualified"
Three field types: free text (input), dropdown (autocomplete), and date (datepicker).
8. Merge Duplicates
"I think I have duplicate entries for Michael Johnson — can you check?"
The agent searches for potential duplicates, shows you the differences, and merges them with your confirmation.