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MCP skills for your personal CRM

Connect Dex to Claude, ChatGPT or Cursor over MCP, then paste one of these prompts. Each one is a job your assistant can finish using the contacts, notes, reminders and calendar in your personal CRM.

Browse 22 skillsConnect your assistant

How skills work

  1. 1

    Connect Dex to your assistant

    Add Dex as a connector in Claude, ChatGPT, Cursor or any app that supports MCP. Sign in once and your assistant can read and update your Dex network.

    How to connect
  2. 2

    Pick a skill and copy it

    Browse by what you want done: keeping in touch, importing contacts, meeting prep, research, cleanup or outreach. Each skill is a complete prompt.

  3. 3

    Paste, adjust, confirm

    Swap in the bracketed details and paste it into a chat. Anything that changes many contacts at once shows you the plan first and waits for your okay.

Skill library

Illustration of a phone sending a heart, a sealed letter and a cup of coffee.

Keep in touch · 4 skills

Stay close to the people who matter

Turn overdue cadences, last interactions and birthdays into a short list of who to reach out to, with drafts ready to edit.

Get keep-in-touch recommendations

A ranked list of who to reach out to this week, with the reason and an opener.

Help me decide who to reach out to this week. 1. Pull up my contacts whose keep-in-touch is overdue or due in the next 7 days, plus anyone with a birthday in the next two weeks. 2. For each person, check when we last interacted and skim their recent notes and emails so you know what we last talked about. 3. Give me a ranked short list of 5 to 8 people, with one line each on why now: how overdue they are, what’s changed, or an occasion worth marking. 4. For the top three, suggest a specific opener I could use. Keep it concise. I’ll tell you who I’m actually going to contact, and we can draft from there.

Prioritize my contacts

Propose a priority tier for each contact using your own tier names, then set them in bulk.

I want to sort my network into relationship priority tiers. 1. First, read the names of my priority tiers in Dex so you use my labels, not generic ones. 2. Then look through my contacts, starting with anyone who has no tier set. Use how often we interact, how recently, what my notes say about them, and whether they’re family, close friends or key to my work. 3. Propose a tier for each person with a short reason. Group the proposal by tier and show me the full list before changing anything. 4. I’ll adjust. Once I confirm, set the priorities in bulk. If you’re unsure about someone, put them in a “not sure” list rather than guessing.

Set cadences for my closest people

Suggest weekly, monthly, quarterly or yearly cadences by closeness, then apply them after you approve.

Help me set keep-in-touch cadences so I stop losing touch with people I care about. Start with my [top tier name, e.g. “Inner circle”] contacts and anyone tagged [tag or group]. For each, suggest a cadence based on how close we are and how often we already talk: weekly for the very closest, monthly for good friends and key collaborators, quarterly for people I want to keep warm, yearly for everyone else worth keeping. Show me the proposed cadence per person as a list, grouped by frequency, and wait for my confirmation. After I approve, apply the cadences in bulk. Then tell me how many people are now on each cadence and who, if anyone, is due right away.

Clear my overdue list

Short, specific check-ins drafted for every overdue contact, marked done as you send them.

Help me work through my overdue keep-in-touch list today. 1. List everyone whose keep-in-touch is overdue, most overdue first, with when we last talked. 2. For each person, read their recent notes and our last few emails, then draft a short, specific check-in (two to four sentences) in my voice: casual, no filler, referencing something real from our history. Make each one different. 3. Give me the drafts one at a time so I can edit and send them myself. 4. After I tell you I’ve sent a message, mark that person’s keep-in-touch as done and add a brief note with what I said. If I skip someone, leave them as they are and move on.
Illustration of index cards and notebooks flowing into a card file.

Import · 4 skills

Bring your network into Dex

Move contacts from Notion, Airtable, HubSpot, Salesforce or a spreadsheet, deduplicated against the people you already have.

Needs Notion connector

Import from Notion

Map a Notion database to Dex contacts, dedupe by email and name, and import after a preview.

I keep a list of people in Notion and want to bring them into Dex. 1. Open my Notion database called [Notion database name] and show me its properties and a few sample rows so we agree on what maps where (name, email, company, title, notes, tags and anything else). 2. For every row, search Dex by email, then by name, before creating anything. If the person already exists, add the new details to the existing contact instead of making a duplicate. 3. Map Notion select or status fields to Dex tags or groups, and put anything that doesn’t fit into a custom field. Carry long-form text over as a note. 4. Show me a preview of the first 10 and the full mapping, then wait for my go-ahead before importing the rest. Report what you created, updated and skipped at the end.
Needs Airtable connector

Import from Airtable

Turn an Airtable table into Dex contacts, with linked records and multi-selects as tags or groups.

Help me move my contacts from Airtable into Dex. Start with the base [Airtable base name], table [table name]. Show me the fields and five sample records, then propose a mapping: which field becomes the name, email, phone, company and job title, and which become tags, groups or custom fields in Dex. Linked records and multi-select fields usually make good tags or groups; notes columns should become notes on the contact. Before writing anything, check whether each person is already in Dex by email, then by name, and merge new information into existing contacts rather than duplicating them. Walk me through a preview of the first 10 contacts, wait for my confirmation, then import the rest in batches and summarize what changed.
Needs HubSpot or Salesforce connector

Import from HubSpot or Salesforce

Bring the contacts you own out of a sales CRM, with stages as tags and logged activity as notes.

I’m moving my personal network out of [HubSpot / Salesforce] into Dex. 1. Pull the contacts I own, or those in the list or view called [list name]. Show me the fields available and a sample of five records. 2. Propose a mapping: name, email, phone, company, title and location to Dex fields; lifecycle stage, owner or deal stage to tags or groups; anything else that matters to a custom field. Recent notes and logged calls or meetings should become timeline notes on the contact, dated when they happened. 3. Check Dex by email, then name, for every person and update existing contacts rather than creating duplicates. 4. Show me the first 10 and wait for confirmation before importing the rest. Skip anyone whose record is clearly a shared inbox or a bounced address, and list them separately.
Needs A CSV or spreadsheet export

Import from a spreadsheet or CSV

Agree on what each column means, dedupe against Dex, preview 10 rows, then import the rest.

I’m attaching a spreadsheet of contacts I want in Dex. 1. Read the columns and show me the first few rows so we can agree on what each column means. Ask me about anything ambiguous instead of guessing. 2. Propose a mapping to Dex: name, email, phone, company, title, location and birthday, plus which columns should become tags, groups, custom fields or notes. 3. For every row, search Dex by email and then by name. If the person is already there, add only the new details to their existing contact. 4. Preview the first 10 contacts as they would look after import and wait for my go-ahead. 5. Import the rest, then tell me how many were created, updated and skipped, and show the skipped rows with the reason.
Illustration of a notebook, a calendar and two coffees on a café table.

Meetings · 4 skills

Walk in prepared, walk out with notes logged

Briefings built from your calendar, Dex history and recent emails, then notes and follow-ups captured afterwards.

Brief me before today’s meetings

A short briefing per meeting from your calendar, Dex history and recent emails.

Prepare me for today’s meetings. 1. List my calendar events for today, in order. For each one with other people on it, find them in Dex. 2. For each person, give me: who they are (title, company, how we know each other), when we last talked and what about, any open reminders or notes from the last meeting, and anything from our recent emails I should remember, like something they asked for or promised. 3. If someone isn’t in Dex yet, say so and offer to create them after the meeting. 4. Finish with one or two suggested talking points per meeting. Keep each briefing under 150 words. If a meeting is just me or a large group, skip it.

Log notes from a meeting

Paste raw notes or a transcript; get a clean note on each contact plus follow-up reminders.

I’m pasting my notes from a meeting. Turn them into a clean record in Dex. [PASTE NOTES OR TRANSCRIPT] 1. Work out who the meeting was with and find them in Dex. If any attendee isn’t there, ask me before creating a contact. 2. Write a tidy summary note on each relevant contact (meeting type, dated [date or “today”]): what we discussed, any decisions, and anything personal worth remembering, like a trip they mentioned or a kid’s name. 3. Pull out every follow-up I owe or expect, and create a reminder for each with a sensible due date. Show me the list first so I can adjust the dates. 4. If a note updates something about the person, like a new role or company, update their contact details. Confirm what you logged for each contact.

Follow up after an event

Turn a pile of names or business cards into tagged contacts with notes and drafted follow-ups.

I just got back from [event name] and met a bunch of people. Here’s what I have: [PASTE NAMES, COMPANIES, EMAILS OR BUSINESS-CARD DETAILS] 1. Check Dex for each person by email and then by name, so we don’t duplicate anyone I already know. 2. Propose a plan: who gets created, who gets updated, with a tag like [event name and year] on all of them and a note on each with where we met and what we talked about (ask me if I didn’t give you anything). Wait for my okay before writing. 3. Then draft a short, warm follow-up for each person, under 80 words, referencing our actual conversation. I’ll send them myself. 4. Set a reminder in two weeks for anyone I said I’d follow up with on something specific.

Plan next week’s meetings

See who you’re meeting next week, who’s missing from Dex, and what needs prep.

Help me get ahead of next week. 1. List my calendar events for next week (Monday to Friday) and the people attending each. 2. Match each attendee to Dex. Flag anyone I’m meeting who has no contact yet, and anyone whose contact has no notes or no interaction logged in over six months. 3. For the people with history, give me one line each: last contact, what we talked about, and anything pending. 4. Offer to create contacts for the missing people (name, email and company from the invite) and to add a reminder the day before any meeting that looks like it needs prep. Show me the plan before creating anything, and keep the whole summary scannable.
Illustration of a magnifying glass over a stack of contact cards beside a globe.

Research · 3 skills

Know who you know

Fill in missing details, find your way into a company, and get the full picture before a conversation.

Enrich contacts missing details

Research contacts with no title or company, review the findings, and update only what you approve.

Some of my contacts in Dex are just a name and an email. Help me fill them in. 1. Find contacts that are missing a job title or company, and show me how many there are. If it’s a lot, start with the ones I’ve interacted with most recently, up to 20. 2. Run research on that batch to find their current role, company, location and a short background. 3. Show me the findings side by side with what Dex has now, and flag anything uncertain or where there may be two people with the same name. 4. Wait for me to approve each update (or the whole batch), then update the contact fields. Put the longer background into a note rather than overwriting anything I wrote.

Who do I know at [company]?

Current and past employees in your network, ranked, plus second-degree paths to a warm intro.

Who do I know at [company], and who could get me a warm introduction? 1. Search my Dex contacts by company for current and past employees. Also check descriptions and notes for mentions of [company], since people change jobs. 2. For each person, give me their title, how we know each other, when we last talked, and how strong the relationship feels based on our history. 3. Look at related contacts and notes to find second-degree paths: people in my network who are linked to someone there, or who’ve mentioned working with them. 4. Rank the options and tell me who you’d ask first and why. If nobody matches, say so plainly and suggest the closest adjacent contacts, like people at competitors or in the same city.

Catch up on someone before we talk

Your full history with one person, plus what’s changed for them since you last spoke.

I’m about to talk to [person’s name]. Get me fully up to speed. 1. Pull their Dex contact: who they are, how we met, their tags, groups and any custom fields, plus related people like a partner or colleague I should ask about. 2. Summarize our full history in order: notes, meetings, calls, and the gist of our email threads. Highlight anything I promised, anything they asked for, and anything still open. 3. Run research on them and tell me what’s changed since we last spoke: a new role, company news, something they published. 4. End with three things worth bringing up and one thing to avoid, if anything. Keep it to one screen. If they aren’t in Dex, tell me and offer to create them.
Illustration of a card-catalog cabinet with colored dividers.

Organize · 4 skills

Tidy up without the busywork

Merge duplicates, tag by industry and role, build groups for a purpose and archive what no longer matters.

Find and merge duplicates

Likely duplicate pairs side by side, merged only after you say which ones.

Help me clean up duplicate contacts in Dex. 1. Look for likely duplicates: same email, same phone number, or very similar names (nicknames, middle initials, typos), especially when the company matches too. 2. Show me the pairs in a table with the key details of each record side by side, and say which one you’d keep as the primary and why (usually the one with more history). 3. Do not merge anything until I confirm. I’ll reply with the pairs that are okay to merge, or “all”. 4. Merge the confirmed pairs, keeping every email, phone, note and tag from both. Start with the most confident matches and cap the first round at 25 pairs so I can review them properly.

Tag my network by industry and role

Propose a small tag taxonomy that builds on your existing tags, then apply it batch by batch.

I want tags on my contacts for industry and role so I can filter my network later. 1. First, list the tags I already have so we build on them instead of creating near-duplicates. 2. Sample 50 or so contacts across my network and propose a small taxonomy: around 8 to 12 industry tags and 6 to 10 role tags (for example “Founder”, “Investor”, “Engineer”, “Recruiter”). Keep names short and consistent. 3. Show me the proposed list and wait for edits before creating any tags. 4. Then go through my contacts in batches, using title, company, description and notes to assign tags. Show each batch before applying it, and skip anyone you can’t place rather than guessing. At the end, tell me how many contacts got tagged and who’s still untagged.

Build a group for [purpose]

An investor list, a dinner invite list, former teammates: candidates ranked by fit, then a group.

Help me build a group in Dex for [purpose, e.g. “angel investors I could pitch”, “people to invite to a dinner in Austin”, “former teammates to keep warm”]. 1. Ask me two or three quick questions about who belongs if the purpose isn’t clear enough. 2. Search my contacts using titles, companies, locations, tags, descriptions and notes to find candidates. Cast a wide net, then rank by fit and by how strong our relationship is. 3. Show me the proposed list with one line on why each person is there. I’ll add and remove names. 4. Once I confirm, create the group named [group name] and add everyone. If it’s a time-bound list like an event, suggest a reminder for the invite date too.

Clean up stale contacts

Archive candidates you barely know, with your closest people excluded and nothing deleted.

My Dex has a lot of contacts I don’t really know. Help me archive the noise without losing anyone who matters. 1. Find contacts with no interaction in over two years, no notes, no tags or groups, and no keep-in-touch cadence or priority tier set. Those are the archive candidates. 2. Exclude anyone in my top priority tiers or with a birthday saved, even if they match. 3. Show me the list grouped by how little we know about them, with a count. If it’s more than 100, show the first 100 and tell me the total. 4. Wait for me to confirm the whole list or pick exceptions, then archive them. Archive only, never delete, so I can bring anyone back later.
Illustration of paper airplanes flying between two mailboxes.

Outreach · 3 skills

Reach out with something real to say

Personal notes, intro requests and reconnections drafted from your actual history. You send them.

Draft holiday or new year notes

A personal end-of-year note for everyone in a tier or group, each one grounded in their year.

Help me send personal end-of-year notes to the people who matter. 1. List everyone in my [tier name or group name]. Show me the list first in case I want to add or drop anyone. 2. For each person, read their notes and our recent emails and meetings so you know what happened in their year: a new job, a move, a baby, something we worked on together. 3. Draft a short note for each (three to five sentences) in my voice: warm, specific, no corporate language and no two alike. Mention something real from our year and, where it fits, something I’m looking forward to with them in the new one. 4. Give me the drafts in batches of 10 so I can edit and send each myself. Once I say a note has gone out, log it as a note on that contact.

Who should I ask for an intro?

The best connectors to a person or company, ranked by relationship strength, with the ask drafted.

I’d like an introduction to [person or company]. Help me find the best path. 1. Check whether they’re already in Dex and whether we have any history. 2. Search my network for people who could know them: same current or past company, related contacts, mutual mentions in notes or emails, same city or industry. 3. For each possible connector, tell me how strong our relationship is (recent interaction, notes, keep-in-touch cadence, priority tier) and why you think they could make the intro. 4. Recommend the top one or two and draft a short message to each asking for the intro, with a forwardable blurb about me and why I want to connect. I’ll edit and send. If there’s no obvious path, say so and suggest the next-best approach.

Reconnect with dormant ties

People you haven’t talked to in a year who still matter, with a message that bridges the gap.

Help me reconnect with people I’ve let drift. 1. Find contacts I haven’t interacted with in 12 months or more who still matter: anyone in a priority tier, anyone with substantive notes or a shared history, or anyone tagged [tag]. Leave out people I barely knew. 2. Rank them by how much the relationship seems worth reviving, and show me the top 15 with when we last talked and what about. 3. For each person I pick, draft a short reconnection message that acknowledges the gap without over-apologizing, mentions something specific from our history, and offers an easy next step like a call or coffee. 4. After I send one, log a note and set a keep-in-touch cadence so they don’t drift again. Ask me which cadence first.

FrequentlyAsked Questions

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