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Keep a personal CRM through Claude, atomic database tools, and meeting notes

At a glance

Jax describes a personal CRM built from Supabase, four MCP operations, and Markdown workflows. Claude enriches a supplied profile with Harmonic, attaches Granola notes, and supports contextual searches across contacts. This workflow is listed under life, claude, supabase, mcp, personal-crm, granola.

Agents / tools
Claude, Supabase, MCP, Harmonic, Granola

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Prompt excerpt

Create a test contacts table and connect the permitted database operations to Claude through MCP. Write a workflow for adding a contact from a name and profile URL, including enrichment and relevant meeting notes. Review the proposed row before saving it, then try a contextual search and verify the returned matches.
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productMCP

Stoke Money: cash-flow forecast app with Claude/ChatGPT MCP

Show HN (Oct 16): Stoke Money is a personal-finance app centered on projected cash flow (not budgets); Pro adds MCP so Claude/ChatGPT can import PDFs, categorize trips, and plan transfers against the forecast—read-only or read/write scopes, revoke anytime; Plaid sync, AES-256 at rest.

Stoke MoneyMCPClaude+2
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