CRM Tools

Atlas includes a lightweight CRM built right into your vault. People, organizations, and the relationships between them are stored as markdown files in atlas/network/. The CRM tools let Atlas look up contacts and organizations during a conversation — so you can ask about someone and get the full context Atlas has on them.

Note

CRM data is stored entirely in your vault and never leaves your machine. Managing contacts (creating, editing, deleting) is done from the Network tab in the Atlas sidebar.

list_people

Lists all the people stored in your CRM, optionally filtered by a tag.

Key parameters:

• filter — filter by tag (e.g., colleague, client, investor). Leave empty to list everyone.

Try saying:

• “Who are my contacts?”
• “Show me everyone in my network”
• “List all my clients”
• “Who do I have tagged as an investor?”
• “Show me all my colleagues”

The result includes each person’s name, their primary organization, and any tags you’ve assigned them.

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list_organizations

Lists all the organizations in your CRM.

Try saying:

• “What companies are in my network?”
• “Show me my organizations”
• “List all the companies I’ve added”

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get_person

Retrieves the full details for a specific person — their contact info, notes, related organizations, relationships, and any topics you’ve linked them to.

Key parameters:

• id — the person’s ID (Atlas looks this up from your CRM index)

Atlas will usually call list_people first to find the right person, then call get_person to pull up their details.

Try saying:

• “Tell me about Sarah Chen”
• “What do I know about Marcus Rivera?”
• “What’s Jennifer Walsh’s background and how do I know her?”
• “Pull up my notes on David Park”
• “Who is Tom Bradley and what projects are we working on together?”

A person record might include:

• Name, role, and organization
• Contact details (email, phone, LinkedIn)
• Relationship notes (how you know them, last contacted)
• Topics they’re connected to
• Your notes about them

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get_organization

Retrieves the full details for a specific organization — its description, members you’ve linked to it, and any notes you’ve added.

Key parameters:

• id — the organization’s ID

Try saying:

• “Tell me about Vertex Labs”
• “What do I know about CloudScale Inc?”
• “Who at Sequoia Capital have I met?”
• “What’s my relationship with that healthcare company?”

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How to Get the Most from CRM Tools

The more context you add to your contact records in the Network tab, the richer Atlas’s answers will be. A few tips:

• Add relationship notes — “Met at ProductCon 2024, introduced by Emily” gives Atlas useful context for conversations
• Use tags consistently — tags like client, advisor, colleague, friend make filtering much more useful
• Link people to topics — connecting a contact to a topic like “AI Research” or “Fundraising” helps Atlas surface them in relevant conversations
• Keep organizations up to date — when someone changes companies, update their record so Atlas doesn’t reference outdated info

Tip

You can ask Atlas compound questions that combine CRM data with other context: “What do my notes say about the Henderson project, and who are the key people involved?” Atlas will search your vault for project notes and look up the relevant contacts.

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CRM File Locations

CRM data lives in your vault under atlas/network/:

atlas/network/
├── people/
│   ├── index.json          # Contact index for fast lookups
│   └── {id}.md             # Individual person records
├── organizations/
│   └── {id}.md             # Individual organization records
└── topics/
    └── {id}.md             # Topic records

You can open and read these files directly. Person records are markdown with YAML frontmatter for structured fields and free-form notes in the body.

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