I'm sick of eating all of my tokens while my agent scans a giant vault looking for contact information.
So, I built my agent a Stupid Simple Agentic CRM that lives in a private GitHub repo. It's open source, steal it, give it to your agent, make it better.
If you're using a vault style system as a second brain, you realize that vaults are amazing for storing big projects, ideas, and complex processes.
But, the day to day stuff of life also needs to be managed. I don't need an agent scanning an entire vault to tell me who to call.
I can ask my agent, "Hey, where are we on Rep 006 of the 100RepsProject," and they can grab all of the relevant information.
If I ask them who I need to follow up with today, my agent has to scan my entire vault (costly in tokens), when they should have a single source of truth.
So I built a stupid simple version that lives in github.
The structure is a simple, derived index for rapid scanning and individual formatted .yaml files for each contact.
That way your agent never scans the entire CRM, only the index with high level data before digging deeper into their relevant information.
The whole thing is kept in sync with a few python scripts and can accept any .csv file from any source with your contacts.
Open source and free to use.