Agent CRM.
Open-source, local-first CRM infrastructure for personal AI agents: a deterministic Node.js CLI, structured JSON contracts, and one portable SQLite database.
Gives personal agents structured, queryable relationship context and safe CRM operations without making an LLM or hosted service the system of record.
- 01User asks an agent to remember or retrieve relationship context
- 02Portable Agent Skill guides deterministic CLI use
- 03Agent inspects schema and searches before creating records
- 04Schema-aware services validate the requested operation
- 05SQLite transaction applies the change and updates search state
- 06Immutable history records provenance and retry metadata
- The Node.js CLI exposes structured JSON success and error envelopes so agents and scripts can use explicit, machine-readable contracts.
- SQLite holds typed records, custom objects, directed relationships, FTS5 search, and bounded context without a separate CRM server or vector database.
- Domain services separate command parsing from validation, lifecycle operations, CSV ingestion, and versioned native backup and restore.
- Validated filter objects compile to parameterized SQL; callers cannot submit arbitrary SQL.
- Schema validation, immediate transactions, and idempotency keys prevent malformed, partial, duplicate, or conflicting mutations.
- Archive and restore preserve identifiers and immutable history instead of silently deleting data.
- The privacy model distinguishes local storage from the wider trust boundary: agent hosts, model providers, messaging channels, and the operating system may still process CRM data.
- Agent workflows do not always need another model call. For structured relationship work, a deterministic local tool with clear contracts can be safer and more useful than unstructured agent memory.
- Local-first is a meaningful ownership choice, but it needs honest boundaries: the database is not encrypted by Agent CRM, and the surrounding agent, model, operating system, and messaging channel still matter.
- Reliable agent actions come from ordinary software-engineering controls: validation, parameterized queries, idempotency, transactions, explicit lifecycle rules, backups, and audit history.