Luopan Company Research
zhangxiaoqiang1991/luopan
罗盘的公司研究子模式。研究具体上市或非上市公司的财务增长、商业模式、 竞争生态位、治理与组织信号，并分别生成投资初筛和求职初筛。
How to work in a Personal CRM project (the entity-vault starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary…
Install Personal CRM
$ npx skills add inkeep/open-knowledge --skill personal-crm -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install inkeep/open-knowledge personal-crm --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/inkeep/open-knowledge.git skills-src && mkdir -p .claude/skills && cp -r skills-src/packages/server/assets/skills/packs/entity-vault .claude/skills/personal-crm && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "personal-crm" agent skill from https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vault into .claude/skills/personal-crm/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "personal-crm", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vaultType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add inkeep/open-knowledge --skill personal-crm -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install inkeep/open-knowledge personal-crm --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/inkeep/open-knowledge.git skills-src && mkdir -p .agents/skills && cp -r skills-src/packages/server/assets/skills/packs/entity-vault .agents/skills/personal-crm && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "personal-crm" agent skill from https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vault into .agents/skills/personal-crm/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "personal-crm", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add inkeep/open-knowledge --skill personal-crm -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install inkeep/open-knowledge personal-crm --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/inkeep/open-knowledge.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/packages/server/assets/skills/packs/entity-vault .cursor/skills/personal-crm && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "personal-crm" agent skill from https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vault into .cursor/skills/personal-crm/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "personal-crm", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/inkeep/open-knowledge.git --path packages/server/assets/skills/packs/entity-vault--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add inkeep/open-knowledge --skill personal-crm -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install inkeep/open-knowledge personal-crm --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/inkeep/open-knowledge.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/packages/server/assets/skills/packs/entity-vault .gemini/skills/personal-crm && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "personal-crm" agent skill from https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vault into .gemini/skills/personal-crm/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "personal-crm", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install inkeep/open-knowledge personal-crmInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add inkeep/open-knowledge --skill personal-crm -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/inkeep/open-knowledge.git skills-src && mkdir -p .github/skills && cp -r skills-src/packages/server/assets/skills/packs/entity-vault .github/skills/personal-crm && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "personal-crm" agent skill from https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vault into .github/skills/personal-crm/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "personal-crm", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add inkeep/open-knowledge --skill personal-crm -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install inkeep/open-knowledge personal-crm --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/inkeep/open-knowledge.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/packages/server/assets/skills/packs/entity-vault .opencode/skills/personal-crm && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "personal-crm" agent skill from https://github.com/inkeep/open-knowledge/tree/main/packages/server/assets/skills/packs/entity-vault into .opencode/skills/personal-crm/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "personal-crm", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
personal-crm- GitHub stars
- 4.4k
- Token cost
- ~1.6k tokens
- SKILL.md length
- 739 words
- Files
- 2
- Skills in repo
- 18
- Repo updated
- First seen
- Licence
- GPL-3.0
At a glance
How to work in a Personal CRM project (the entity-vault starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary…
- Works in 2 steps: Compiled truth (above --- timeline ---)… → Timeline (below --- timeline ---) —…
- Tasks that involve Sales call preparation
- SKILL.md covers The dossier convention (the…, Folders, Links and Agent behaviors, plus 2 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Personal CRM is an agent skill from inkeep/open-knowledge. How to work in a Personal CRM project (the entity-vault starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline. Read when the project has these folders, OR when asked to capture notes about a person or company, log a meeting, prep for an upcoming meeting, or answer who someone is and what was last said. Carries the dossier convention and entity-extraction behaviors so that guidance does not live…
Its SKILL.md is about 1.6k tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `plugin.json`). Compatibility notes: Any agent host with the OpenKnowledge MCP server configured. Installed project-local by ok seed --pack entity-vault.
It sits in Sales & Support, covering Sales call preparation. The repository describes itself as: Beautiful, AI-native markdown IDE and LLM wiki. The licence is GPL-3.0.
When your agent uses it
- Tasks that involve Sales call preparation
Example prompts
- “/personal-crm”
Requirements
- Compatibility (from SKILL.md): Any agent host with the OpenKnowledge MCP server configured. Installed project-local by `ok seed --pack entity-vault`.
Workflow steps
2 steps, taken from the first numbered list in SKILL.md.
- Compiled truth (above --- timeline ---) — your current best understanding. Rewrite it as new evidence changes the synthesis.
- Timeline (below --- timeline ---) — append-only dated bullets in the parseable form - YYYY-MM-DD | source | @author — evidence…
What it can do on your machine
Read from SKILL.md and the folder at commit 205b3bd. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Compatibility
Any agent host with the OpenKnowledge MCP server configured. Installed project-local by `ok seed --pack entity-vault`.
From compatibility in the SKILL.md frontmatter.
Context cost
Personal CRM loads about 1.6k tokens when it runs. Until then it costs about 162 tokens; SKILL.md has 739 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from inkeep/open-knowledge at commit 205b3bd, republished under its GPL-3.0 licence (© inkeep). 739 words, ~1,645 tokens.
Download SKILL.mdSave it as
.claude/skills/personal-crm/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.- name
- personal-crm
- description
- How to work in a Personal CRM project (the `entity-vault` starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline. Read when the project has these folders, OR when asked to capture notes about a person or company, log a meeting, prep for an upcoming meeting, or answer who someone is and what was last said. Carries the dossier convention and entity-extraction behaviors so that guidance does not live inside template bodies or folder descriptions. Complements the platform `open-knowledge` skill; does not replace it.
- compatibility
- Any agent host with the OpenKnowledge MCP server configured. Installed project-local by `ok seed --pack entity-vault`.
- metadata.pack
- entity-vault
- metadata.author
- Inkeep
- metadata.repository
- https://github.com/inkeep/open-knowledge-skills
Personal CRM (GBrain-compatible) — how to work here
A Personal CRM built as a typed-entity vault, inspired by Garry Tan's gbrain. Each entity is a dossier; the agent keeps dossiers current by extracting entities from meeting notes and original thinking. This skill holds those behaviors so templates and folder descriptions stay clean. The Markdown shape is GBrain-compatible: if the external gbrain CLI is installed, it can import/sync the same vault.
This skill is pack guidance. The platform
/open-knowledgeskill (read/write/preview/linking/grounding rules) still governs every markdown operation — this layers the dossier conventions on top.
The dossier convention (the load-bearing rule)
Every dossier in people/, companies/, and concepts/ has two parts, split by an explicit --- timeline --- separator:
- Compiled truth (above
--- timeline ---) — your current best understanding. Rewrite it as new evidence changes the synthesis. - Timeline (below
--- timeline ---) — append-only dated bullets in the parseable form- **YYYY-MM-DD** | source | @author — evidence. Confidence: …. Never edit existing timeline entries; only append.
When a new fact arrives, route it: update compiled truth if it changes current understanding, or append a timeline bullet if it's raw evidence. The explicit separator and dated-bullet shape are what keep the vault parseable by GBrain's import/sync.
Folders
people/,companies/,concepts/— dossiers (compiled truth + timeline). Frontmattertype: person|company|concept.meetings/— meeting notes (YYYY-MM-DD-<slug>.md);attendees:should match dossier filenames inpeople/. The verbatim record — do NOT rewrite it. When a note is ingested from a meeting-recorder tool, addsource:(e.g.granola,fireflies) andsource_meeting_id:(the recorder's stable id) to its frontmatter — those two are the dedup key.originals/— your own untransformed thinking; authoritative source material. Frontmattertype: original.media/— bulk transcripts, voice notes, large attachments; often.okignore-d to keep the index light.
Links
Per the platform skill, prefer standard markdown links for new dossiers, and count the relative depth carefully for the cross-folder links this vault is full of — e.g. [Alice Chen](../people/alice-chen.md) from a meetings/ note, [Acme AI](../companies/acme-ai.md) from a people/ dossier. The write/edit brokenLinks response catches a wrong-depth path before you walk away. New brain pages render on GitHub, satisfy OK's brokenLinks check, and import cleanly into GBrain.
Two deltas from the platform default, both GBrain-specific:
- Don't use the leading-slash root-absolute form (
[Alice](/people/alice-chen.md)). OK resolves it fine, but GBrain reads a leading/as an absolute filesystem path and rejects it — use a relative path. (GBrain also accepts a bare[Alice](people/alice-chen.md), but from a subfolder OK resolves that source-dir-relative —meetings/people/alice-chen— and reports it broken, so stick to the../-correct relative form, which both accept.) - Path-qualified wikilinks are first-class here, not legacy:
[[people/alice-chen|Alice Chen]]resolves vault-root from any folder (no../to count), is validated bybrokenLinkslike any link, and imports into GBrain. Prefer extensionless targets ([[people/alice-chen]]) for a consistent wiki-link style; OK also resolves explicit.mdand.mdxsuffixes. A bare[[note-name]]with no folder is ambiguous (resolves only if GBrain's basename-globbing is on) — reserve it for Obsidian migration.
Show full SKILL.md (266 more words)Show less
Agent behaviors
- Ingest from a meeting recorder. If a meeting-recorder MCP (Granola, Fireflies, Circleback, tl;dv, Fathom, …) is registered alongside the OpenKnowledge MCP server, pull recent meetings and write each into
meetings/. Address each asmeetings/<source>-<source_meeting_id>so re-syncing a meeting updates it in place instead of creating a duplicate. Normalize whatever the recorder returns (Granola's Me/Them streams, a bot's speaker turns) into notes plus the verbatim transcript; do NOT rewrite the transcript. This works the same on demand (you ask) or unattended (a scheduler asks) — the recorder is bring-your-own and interchangeable. - After a meeting note lands, extract entity mentions and append timeline bullets to each referenced dossier (cite the meeting by markdown link). Stub any mentioned entity not yet captured.
- Treat
originals/as authoritative (the user's own words, not inferences). - Surface entity-to-entity edges (person ↔ company, concept hubs) when both ends exist.
gbrain CLI (optional)
This pack ships the Markdown half (folders + templates + this skill); OK is the cockpit/editor/review layer. If the external gbrain CLI is installed (~/.gbrain/), it adds scheduled enrichment: gbrain dream (nightly maintenance), gbrain briefing, gbrain soul-audit, and gbrain import/gbrain sync --repo for DB-backed indexing. The root files (USER.md, SOUL.md, ACCESS_POLICY.md, HEARTBEAT.md) are read by those skills; fill them in by hand or via gbrain soul-audit. None of it is required to use the vault — interop is plain Markdown + Git.
Templates
Create with write({ document: { path: "<path>", template: "<name>" } }). Templates carry the structure (including the compiled-truth / --- timeline --- separator) plus short inline reminders at the point of use; this skill holds the full convention, so prefer it as the canonical reference if the two ever disagree.
© inkeep, GPL-3.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 1 other file in packages/server/assets/skills/packs/entity-vault of inkeep/open-knowledge.
- SKILL.md
- plugin.json
Open the folder on GitHubat commit 205b3bd
Compare with similar skills
Personal CRM next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Personal CRM this skillinkeep/open-knowledge | 4.4k | — | ~1.6k | Automated safety check: Pass | GPL-3.0 | |
| Luopan Company Researchzhangxiaoqiang1991/luopan | 389 | — | ~998 | Automated safety check: Pass | MIT | |
| Company Researchstophobia/deerflow2.0-enhanced | 821 | — | ~845 | Automated safety check: Pass | MIT | |
| Meeting Prep BriefBrianRWagner/ai-marketing-claude-code-skills | 440 | — | ~922 | Automated safety check: Pass | None | |
| SdtStopDisTrain/sdt-skills | 309 | — | ~535 | Automated safety check: Pass | MIT | |
| Account Researchextruct-ai/gtm-skills | 109 | — | ~1.6k | Automated safety check: Pass | None |
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Sdt
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Authoritative agent-runtime contract for working inside an OpenKnowledge project — a markdown-CRDT knowledge base exposed over MCP.
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Promote existing research into a stable-status canonical article under articles/ in a Knowledge Base project (the knowledge-base starter pack).
Related
Categories
Questions about Personal CRM
What does Personal CRM do?
How to work in a Personal CRM project (the entity-vault starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary…. Personal CRM is an agent skill from inkeep/open-knowledge. How to work in a Personal CRM project (the entity-vault starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline.
When should I use Personal CRM?
Personal CRM fits situations like: tasks that involve Sales call preparation.
How do I install Personal CRM in Claude Code?
Run `npx skills add inkeep/open-knowledge --skill personal-crm -a claude-code`. Or copy the skill folder (packages/server/assets/skills/packs/entity-vault in inkeep/open-knowledge) into .claude/skills/personal-crm in your project. Claude Code loads it when a task matches its description.
How do I install Personal CRM in Codex?
Run `npx skills add inkeep/open-knowledge --skill personal-crm -a codex`. Or copy the skill folder (packages/server/assets/skills/packs/entity-vault in inkeep/open-knowledge) into .agents/skills/personal-crm in your project. Codex loads it when a task matches its description.
Can I use Personal CRM in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add inkeep/open-knowledge --skill personal-crm -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/personal-crm, .gemini/skills/personal-crm, .github/skills/personal-crm and .opencode/skills/personal-crm in your project.
What does Personal CRM need to run?
SKILL.md names no scripts, command-line tools or credentials: Personal CRM is instructions for the agent only. Compatibility (from SKILL.md): Any agent host with the OpenKnowledge MCP server configured. Installed project-local by `ok seed --pack entity-vault`..
Does Personal CRM access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Personal CRM safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Personal CRM use?
Personal CRM is published under the GPL-3.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Personal CRM use?
About 1.6k tokens (SKILL.md is roughly 6.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Personal CRM?
Skills that share tags, products or a category with Personal CRM: Luopan Company Research (zhangxiaoqiang1991/luopan, 389 stars), Company Research (stophobia/deerflow2.0-enhanced, 821 stars), Meeting Prep Brief (BrianRWagner/ai-marketing-claude-code-skills, 440 stars) and Sdt (StopDisTrain/sdt-skills, 309 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Personal CRM?
inkeep (a GitHub organization) maintains it in inkeep/open-knowledge, which has 4,433 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on October 9, 2026.
Source: inkeep/open-knowledge on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.