network-and-relationship-manager

What this skill does

## About Rarefriend

Rarefriend remembers your professional network so you don't have to — contacts from Google, LinkedIn, Microsoft, and your phone in one place, with notes, tags, and full relationship history always at your fingertips.

Access it from your AI assistant, the web app at [rarefriend.com](https://rarefriend.com), or Hops — Rarefriend's AI on WhatsApp.

**LinkedIn sync** requires the Rarefriend Chrome extension — set it up at rarefriend.com → Settings → Integrations → LinkedIn.

---

## Setup Detection Protocol

**ALWAYS run this before any CRM action.**

1. Call `list_connected_integrations` with no arguments.
   - **If the tool is not available → MCP is not connected.** Present these steps inline to the user:
     1. Sign in at [rarefriend.com](https://rarefriend.com) → **Settings → Integrations → MCP** → copy the Client ID and Client Secret
     2. **Claude Code / Codex:** run `claude mcp add rarefriend -e RAREFRIEND_CLIENT_ID=your_id -e RAREFRIEND_CLIENT_SECRET=your_secret -- npx -y @rarefriend-ai/mcp`
     3. **Cursor:** add to `~/.cursor/mcp.json` under `mcpServers.rarefriend` with `command: npx`, `args: ["-y", "@rarefriend-ai/mcp"]`, and the two env vars
     4. **Claude Desktop:** add the same block to `claude_desktop_config.json`
     5. Restart the client, then try again
   - If it returns an empty list → MCP is connected but no integrations synced. Proceed and offer to connect Google or Microsoft when relevant.
   - If integrations are present → proceed directly to the user's request.

2. Never assume whether an integration is connected — always call the tool to check.

---

## Core Workflows

### 1 — Search and retrieve contacts

```
search_contacts(query, searchMode?, tag?, source?, limit?, offset?)
  searchMode: 'all' | 'name' | 'company' | 'role' | 'email' | 'exact'
  tag:    filter to contacts with this exact tag (e.g. "investor")
  source: filter by origin — 'google_contacts' | 'microsoft_contacts' |
          'linkedin' | 'linkedin_csv' | 'manual' | 'mcp' | 'gmail' |
          'google_calendar' | 'microsoft_calendar' | 'microsoft_email' | 'phone_contacts'
  Use offset + limit for pagination when hasMore=true in the response.

get_contact(contactId)
  Returns full profile — emails, phones, notes count, tags.
```

**Pattern:** Always search first. Only call `get_contact` for a specific person the user asks about — do not fetch every result from a list.

**Source attribution:** Each contact in the response includes a `sourceLabel` field (e.g. "Google Contacts", "LinkedIn (extension)", "Added manually"). Always mention this when presenting a contact — e.g. _"Found Alice Wang in Google Contacts"_ or _"Sarthak Sharma — LinkedIn (extension), Product Manager at Acme"_.

### 2 — Create and update contacts

```
create_contact(displayName, firstName?, lastName?, emails?, phones?,
               company?, role?, location?, bio?)

update_contact(contactId, ...same optional fields...)
```

**Pattern:** For updates, call `get_contact` first so the user sees the current state, then apply the change.

### 3 — Notes

```
create_note(contactId, content, isPinned?)
update_note(noteId, content?, isPinned?)
delete_note(noteId)
list_notes(contactId, limit?, offset?)
get_note(noteId)
pin_note(noteId, pinned)
search_notes(query, limit?)          — full-text across all contacts
get_recent_notes(limit?)             — most recent notes, all contacts
```

**Pattern:** After any meeting or call, create a note immediately. Use `search_notes` when the user asks "what did I last discuss with…" or "what do I know about…". Pin notes for critical context.

### 4 — Tags

```
list_tags()
add_tag(contactId, tag)
remove_tag(contactId, tag)
rename_tag(oldTag, newTag)           — renames across all contacts
```

**Pattern:** Normalise tags to lowercase kebab-case. When bulk-tagging ("tag everyone at Sequoia"), search contacts first then loop `add_tag`.

### 5 — Google Calendar

```
create_google_calendar_event(title, startTime, endTime, description?,
                              attendees?, location?, transparency?)
  transparency: 'opaque' (busy) | 'transparent' (free)

search_google_calendar_events(query, timeMin?, timeMax?)
get_upcoming_google_events(limit?, days?)
reschedule_google_event(eventId, startTime, endTime)
cancel_google_event(eventId)
find_available_google_time(durationMinutes, preferredDays?,
                            preferredTimeRange?, attendeeEmails?)
```

**Pattern:** Pass times in ISO 8601 with timezone. Use `find_available_google_time` before scheduling. Use `search_contacts` to resolve attendee emails by name before creating events.

### 6 — Microsoft Outlook

```
search_microsoft_contacts(query, limit?)
get_microsoft_contact(contactId)
create_microsoft_calendar_event(title, startTime, endTime, description?,
                                 attendees?, location?)
search_microsoft_calendar_events(query, timeMin?, timeMax?)
get_upcoming_microsoft_events(limit?, days?)
reschedule_microsoft_event(eventId, startTime, endTime)
cancel_microsoft_event(eventId)
find_available_microsoft_time(durationMinutes, preferredDays?,
                               preferredTimeRange?, attendeeEmails?)
```

Microsoft contacts are readable from Outlook — edits go through `update_contact` in Rarefriend.

### 7 — Bulk import

```
bulk_create_contacts(contacts[])
  Each: { displayName*, firstName?, lastName?, emails?, phones?,
          company?, role?, location?, bio? }
  Max 50 contacts per call.
```

**Pattern:** Parse any list the user provides (text, CSV, spreadsheet rows) into the contacts array. If the batch exceeds 50, split and make sequential calls. If the response contains `quota_exceeded`, inform the user their plan limit has been reached and direct them to rarefriend.com to upgrade.

### 8 — Integration management

```
list_connected_integrations()
connect_integration(integration)
  integration: 'gmail' | 'google_calendar' | 'google_contacts'
             | 'microsoft_calendar' | 'microsoft_contacts' | 'microsoft_email'
get_integration_sync_status(integration)
```

**Pattern for connecting:** Call `connect_integration`, present the `connectUrl` as a clickable link, say: _"Open this link in your browser to connect [integration]. It expires in 15 minutes."_ Never ask the user to paste credentials.

**Pattern after connecting:** Call `get_integration_sync_status` to confirm when sync completes (typically a couple of minutes after connecting).

---

## Quick Reference

| Category     | Tool                              | Key params                                       |
| ------------ | --------------------------------- | ------------------------------------------------ |
| Contacts     | `search_contacts`                 | `query`, `searchMode`, `tags`, `limit`, `offset` |
|              | `get_contact`                     | `contactId`                                      |
|              | `create_contact`                  | `displayName` (required), others optional        |
|              | `update_contact`                  | `contactId` + fields to change                   |
|              | `delete_contact`                  | `contactId`                                      |
| Notes        | `create_note`                     | `contactId`, `content`                           |
|              | `search_notes`                    | `query`                                          |
|              | `get_recent_notes`                | `limit`                                          |
|              | `pin_note`                        | `noteId`, `pinned`                               |
| Tags         | `add_tag`                         | `contactId`, `tag`                               |
|              | `rename_tag`                      | `oldTag`, `newTag`                               |
| Google Cal   | `find_available_google_time`      | `durationMinutes`                                |
|              | `create_google_calendar_event`