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BytesAgainBytesAgain
πŸ¦€ ClawHub

Dex CRM

by @jaybna

Manage Dex personal CRM (getdex.com) contacts, notes, and reminders. Use when you need to: (1) Search or browse contacts, (2) Add notes about people, (3) Create or check reminders, (4) Look up contact details (phone, email, birthday). Requires DEX_API_KEY environment variable.

Versionv1.0.0
Downloads1,991
Installs4
Stars⭐ 2
TERMINAL
clawhub install dex-crm

πŸ“– About This Skill


name: dex-crm description: | Manage Dex personal CRM (getdex.com) contacts, notes, and reminders. Use when you need to: (1) Search or browse contacts, (2) Add notes about people, (3) Create or check reminders, (4) Look up contact details (phone, email, birthday). Requires DEX_API_KEY environment variable.

Dex Personal CRM

Manage your Dex CRM directly from Clawdbot. Search contacts, add notes, manage reminders.

Authentication

Set DEX_API_KEY in gateway config env vars.

API Base

  • Base URL: https://api.getdex.com/api/rest
  • Headers: Content-Type: application/json and x-hasura-dex-api-key: $DEX_API_KEY
  • Quick Reference

    Contacts

    # List contacts (paginated)
    curl -s -H "Content-Type: application/json" \
      -H "x-hasura-dex-api-key: $DEX_API_KEY" \
      "https://api.getdex.com/api/rest/contacts?limit=10&offset=0"

    Get contact by ID

    curl -s -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ "https://api.getdex.com/api/rest/contacts/{contactId}"

    Search contact by email

    curl -s -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ "https://api.getdex.com/api/rest/search/contacts?email=someone@example.com"

    Create contact

    curl -s -X POST -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ -d '{"first_name":"John","last_name":"Doe","emails":["john@example.com"]}' \ "https://api.getdex.com/api/rest/contacts"

    Update contact

    curl -s -X PUT -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ -d '{"job_title":"CEO"}' \ "https://api.getdex.com/api/rest/contacts/{contactId}"

    Delete contact

    curl -s -X DELETE -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ "https://api.getdex.com/api/rest/contacts/{contactId}"

    Notes (Timeline Items)

    # List notes
    curl -s -H "Content-Type: application/json" \
      -H "x-hasura-dex-api-key: $DEX_API_KEY" \
      "https://api.getdex.com/api/rest/timeline_items?limit=10&offset=0"

    Notes for a contact

    curl -s -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ "https://api.getdex.com/api/rest/timeline_items/contacts/{contactId}"

    Create note

    curl -s -X POST -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ -d '{"note":"Met for coffee, discussed project","contact_ids":["contact-uuid"],"event_time":"2026-01-27T12:00:00Z"}' \ "https://api.getdex.com/api/rest/timeline_items"

    Update note

    curl -s -X PUT -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ -d '{"note":"Updated note text"}' \ "https://api.getdex.com/api/rest/timeline_items/{noteId}"

    Delete note

    curl -s -X DELETE -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ "https://api.getdex.com/api/rest/timeline_items/{noteId}"

    Reminders

    # List reminders
    curl -s -H "Content-Type: application/json" \
      -H "x-hasura-dex-api-key: $DEX_API_KEY" \
      "https://api.getdex.com/api/rest/reminders?limit=10&offset=0"

    Create reminder

    curl -s -X POST -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ -d '{"body":"Follow up on proposal","due_at_date":"2026-02-01","contact_ids":["contact-uuid"]}' \ "https://api.getdex.com/api/rest/reminders"

    Update reminder

    curl -s -X PUT -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ -d '{"is_complete":true}' \ "https://api.getdex.com/api/rest/reminders/{reminderId}"

    Delete reminder

    curl -s -X DELETE -H "Content-Type: application/json" \ -H "x-hasura-dex-api-key: $DEX_API_KEY" \ "https://api.getdex.com/api/rest/reminders/{reminderId}"

    Contact Fields

  • first_name, last_name, job_title, description
  • emails (array of {email})
  • phones (array of {phone_number})
  • education, website, linkedin, facebook, twitter, instagram, telegram
  • birthday, image_url
  • last_seen_at, next_reminder_at
  • is_archived, created_at, updated_at
  • Searching Contacts

    The API only supports search by email. For name-based search, fetch contacts in batches and filter locally. Use a reasonable limit (50-100) for browsing.

    Notes

  • Always confirm before creating, updating, or deleting contacts/notes/reminders
  • Contact search by name requires local filtering (API only supports email search)
  • Use pagination (limit/offset) for large result sets
  • The event_time field on notes is when the interaction happened, not when the note was created
  • πŸ“‹ Tips & Best Practices

  • Always confirm before creating, updating, or deleting contacts/notes/reminders
  • Contact search by name requires local filtering (API only supports email search)
  • Use pagination (limit/offset) for large result sets
  • The event_time field on notes is when the interaction happened, not when the note was created