# Merge Contacts

> Merge the user's contact exports (Google Takeout, LinkedIn export, vault People notes) into one local CRM. Use for "/merge-contacts", "build my CRM", "dedup my contacts", or when another workflow needs a clean contacts source of truth.

- **Type:** Skill
- **Install:** `agentstack add skill-chacosoldier-compabob-merge-contacts`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [chacosoldier](https://agentstack.voostack.com/s/chacosoldier)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [chacosoldier](https://github.com/chacosoldier)
- **Source:** https://github.com/chacosoldier/compabob/tree/main/.claude/skills/merge-contacts

## Install

```sh
agentstack add skill-chacosoldier-compabob-merge-contacts
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Merge Contacts

Build the user's local CRM source of truth with the `crm-merge` module. The
module does the work; your job is to find their exports, run it with the right
flags, and report what merged. Never invent data, never call an external CRM.

## Steps

1. **Find the exports.** Check, in order:
   - A Google Takeout zip in `~/Downloads` (name contains "takeout" or
     "google"). The script auto-finds the newest one, but confirm it exists.
   - A LinkedIn export folder (contains `Connections.csv`, ideally
     `messages.csv`). Ask the user for the path if you cannot find it.
   - `vault/People/` for per-person notes (optional).
   If none exist, point the user at the setup steps in
   `modules/crm-merge/README.md` (both exports are self-service downloads) and stop.

2. **Get their name** for message-frequency counting. Ask how their name appears
   in LinkedIn messages (the "me" side), or read it from `config/user.config.yaml`.

3. **Run the build:**
   ```bash
   python3 modules/crm-merge/build.py \
     --takeout-zip  \
     --linkedin-dir  \
     --me "" \
     --out data/crm-merge
   ```
   Omit any source they do not have; one source alone is fine.

4. **Report** the counts the script prints: total unique people, how many appear
   in 2+ sources (the high-confidence merges), and how many link to a vault note.
   Flag if a source loaded zero records, since that usually means a wrong path.

5. **Point them onward.** Tell them `data/crm-merge/browser.html` is openable in
   any browser, and that `contacts.json` is what `/build-list` dedups against.

## Watch out for

- **Over-merging on a common name:** if the user says distinct people got fused,
  lower `--name-collision-threshold` and re-run.
- **Zero LinkedIn messages counted:** the `--me` name probably does not match the
  export. Check the `FROM`/`TO` values in `messages.csv` and pass the exact form.
- **Privacy:** outputs are git-ignored; do not commit them or paste contact data
  into anything outward-facing.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [chacosoldier](https://github.com/chacosoldier)
- **Source:** [chacosoldier/compabob](https://github.com/chacosoldier/compabob)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-chacosoldier-compabob-merge-contacts
- Seller: https://agentstack.voostack.com/s/chacosoldier
- Browse the marketplace: https://agentstack.voostack.com/browse

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