schedule-with-outlook

What this skill does

## About Rarefriend

Rarefriend connects your Microsoft Outlook contacts and calendar to a full relationship layer — notes after every meeting, tags to organise your network, and instant recall on anyone in your Microsoft ecosystem.

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

---

## Setup Detection Protocol

1. Call `list_connected_integrations`.
   - **Tool not available → MCP 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
   - **No Microsoft integrations** → offer to connect. Ask which they need: `microsoft_contacts`, `microsoft_calendar`, or `microsoft_email`.
   - **Microsoft integrations present** → proceed directly.

---

## Core Workflows

### Search contacts

Two search paths — use both for best results:

```
search_contacts(query, searchMode?, tag?, source?, limit?, offset?)
  source: 'microsoft_contacts'   — filter to only Outlook-synced contacts
  searchMode: 'all' | 'name' | 'company' | 'role' | 'email' | 'exact'
  tag: filter to contacts with this exact tag

search_microsoft_contacts(query, limit?)   — searches Outlook/Exchange directory directly
get_microsoft_contact(contactId)           — full Outlook contact details
```

Use `search_contacts` first (broader, includes notes and tags). Use `search_microsoft_contacts` when the user wants to look up the raw Outlook/Exchange directory.

**Source attribution:** Each contact includes `sourceLabel` (e.g. "Microsoft Contacts", "LinkedIn (extension)", "Google Contacts"). Always mention this — e.g. _"Found Sarah Chen in Microsoft Contacts"_ or _"Marcus Lee — LinkedIn (extension), Director at Acme"_.

To edit a contact, use `update_contact` — Microsoft contacts are read-only via the Outlook tools.

### Check Outlook calendar

```
get_upcoming_microsoft_events(limit?, days?)
search_microsoft_calendar_events(query, timeMin?, timeMax?)
```

### Find available time

```
find_available_microsoft_time(durationMinutes, preferredDays?,
                               preferredTimeRange?, attendeeEmails?)
```

Always call before scheduling. For multi-person meetings, pass `attendeeEmails` to check all attendees' availability.

If the user gives a name instead of an email:

1. `search_microsoft_contacts("name")` or `search_contacts("name")` → get email
2. Pass email to `find_available_microsoft_time`

### Create Outlook events

```
create_microsoft_calendar_event(
  title*,
  startTime*,   — ISO 8601 with timezone
  endTime*,
  description?,
  attendees?,   — string[] of email addresses
  location?
)
```

### Reschedule and cancel

```
reschedule_microsoft_event(eventId, startTime, endTime)
cancel_microsoft_event(eventId)
```

Use `search_microsoft_calendar_events` to find the `eventId` first.

### Notes

Notes live in Rarefriend, not Outlook — they persist even if the Microsoft integration is disconnected.

```
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, any contact
```

After any meeting or Teams call, create a note immediately. Use `pin_note` for critical context.

### Tags

```
list_tags()
add_tag(contactId, tag)
remove_tag(contactId, tag)
rename_tag(oldTag, newTag)
```

**Bulk tagging:** "tag everyone at Acme Corp as client"

1. `search_contacts("Acme Corp", searchMode="company")`
2. Loop `add_tag(contactId, "client")` for each result

### Connect Microsoft

```
connect_integration("microsoft_contacts")    — Outlook/Exchange contacts
connect_integration("microsoft_calendar")    — Outlook calendar
connect_integration("microsoft_email")       — Outlook email (search inbox, find email threads)
```

Present the returned `connectUrl` as a clickable link:

> _"Open this link in your browser to connect [integration]. It expires in 15 minutes."_

After connecting:

```
get_integration_sync_status("microsoft_contacts")
```

---

## Common Patterns

**"Schedule a Teams call with John next week"**

1. `search_contacts("John", searchMode="name")` or `search_microsoft_contacts("John")` → get email
2. `find_available_microsoft_time(30, preferredDays=["Monday","Tuesday","Wednesday"], attendeeEmails=[john@email])`
3. Confirm slot with user
4. `create_microsoft_calendar_event(title, startTime, endTime, attendees=[john@email])`

**"What meetings do I have this week?"**

1. `get_upcoming_microsoft_events(limit=20, days=7)`
2. Summarise by day

**"Add a note after my call with Sarah"**

1. `search_contacts("Sarah", searchMode="name")` → get contactId
2. `create_note(contactId, content)`

**"Tag everyone at Acme Corp as client"**

1. `search_contacts("Acme Corp", searchMode="company")`
2. Loop `add_tag(contactId, "client")`

---

## Quick Reference

| Tool                               | When to use                                            |
| ---------------------------------- | ------------------------------------------------------ |
| `list_connected_integrations`      | Always check first — detects MCP and integration state |
| `search_microsoft_contacts`        | Search Outlook/Exchange directory                      |
| `get_microsoft_contact`            | Full Outlook contact details                           |
| `search_contacts`                  | Search CRM contacts (includes synced Outlook, + notes) |
| `get_contact`                      | Full CRM profile for one person                        |
| `update_contact`                   | Edit a contact's CRM fields                            |
| `get_upcoming_microsoft_events`    | Check Outlook calendar                                 |
| `search_microsoft_calendar_events` | Find a specific event                                  |
| `find_available_microsoft_time`    | Find free slot before scheduling                       |
| `create_microsoft_calendar_event`  | Create Outlook/Teams meeting                           |
| `reschedule_microsoft_event`       | Move an event                                          |
| `cancel_microsoft_event`           | Cancel an event                                        |
| `create_note`                      | Log a meeting, call, or interaction                    |
| `update_note`                      | Edit a note                                            |
| `delete_note`                      | Remove a note                                          |
| `list_notes`                       | All notes for one contact                              |
| `get_note`                         | Full note content                                      |
| `pin_note`                         | Mark as critical context                               |
| `search_notes`                     | Find notes by keyword across all contacts              |
| `get_recent_notes`                 | Latest activity across the network                     |
| `list_tags`                        | See all tags in use                                    |
| `add_tag` / `remove_tag`           | Categorise contacts                                    |
| `rename_tag`                       | Rename a tag everywhere                                |
| `connect_integration`              | Connect Microsoft account (contacts, calendar, email)  |
| `