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personal-crm

How to work in a Personal CRM project (the `entity-vault` starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline. Read when the project has these folders, OR when asked to capture notes about a person or company, log a meeting, prep for an upcoming meeting, or answer who someone is and what was last said. Carries the dossier convention and entity-extraction behaviors so that guidance does not live inside template bodies or folder descriptions. Complements the platform `open-knowledge` skill; does not replace it.

Quality

90%

Does it follow best practices?

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SecuritybySnyk

Low

Low-risk findings worth noting

SKILL.md
Quality
Evals
Security

Quality

Content

86%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A tightly written, convention-dense skill body: every rule is pack-specific and expressed in executable formats (timeline syntax, link forms, naming keys). Minor room to tighten the Links section and add an explicit post-ingest verification step.

DimensionReasoningScore

Conciseness

The body is dense and pack-specific throughout (the `--- timeline ---` separator rule, folder purposes, GBrain link deltas) with no explanation of concepts Claude already knows, but the Links section's long parentheticals (e.g. the bare `[[note-name]]` / Obsidian-migration aside and the winding leading-slash discussion) could be trimmed.

4 / 5

Actionability

Guidance is copy-paste ready throughout: the exact timeline bullet form `- **YYYY-MM-DD** | source | @author — evidence. Confidence: …`, concrete link examples like `[Alice Chen](../people/alice-chen.md)` and `[[people/alice-chen|Alice Chen]]`, file naming `meetings/YYYY-MM-DD-<slug>.md`, the dedup key `meetings/<source>-<source_meeting_id>`, and the `write({ document: { path, template } })` call. As an instruction-only skill with this level of concrete formats, the absence of code is not penalized.

5 / 5

Workflow Clarity

The ingest → extract → append-timeline sequence is clearly ordered with decision routing (compiled truth vs. timeline bullet) and real checkpoints (the dedup key that makes re-sync update in place, and the `brokenLinks` response that catches wrong-depth paths before you walk away). It falls short of a 5 because there is no explicit verify-after-write loop for the batch entity-extraction step, and template names referenced in `template: "<name>"` are never enumerated.

4 / 5

Progressive Disclosure

The body is ~46 lines with clean, well-labeled sections (dossier convention, folders, links, agent behaviors, gbrain CLI, templates) and no bundle files to disclose — matching the guideline that a sub-50-line self-contained skill with well-organized sections scores 5.

5 / 5

Total

18

/

20

Passed

Description

92%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description: concrete capabilities, an explicit "Read when…" trigger clause with natural user phrasings, and explicit boundary-setting against the platform open-knowledge skill. Only slight headroom in synonym coverage for trigger terms.

DimensionReasoningScore

Specificity

It lists multiple concrete actions — "capture notes about a person or company, log a meeting, prep for an upcoming meeting, or answer who someone is and what was last said" — plus the structural mechanics ("a dossier with a rewritable summary plus an append-only timeline", entity extraction), giving comprehensive coverage of the skill's capabilities.

5 / 5

Completeness

Both halves are explicit: the "what" is "a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline", and the "when" is a concrete "Read when the project has these folders, OR when asked to capture notes… log a meeting, prep for an upcoming meeting, or answer who someone is" trigger clause.

5 / 5

Trigger Term Quality

Natural phrases users would actually say are well covered ("log a meeting", "prep for an upcoming meeting", "who someone is and what was last said", "capture notes"), but a few plausible variations like "contacts", "meeting notes/recap", or "take notes on someone" are missing — good coverage, not comprehensive.

4 / 5

Distinctiveness Conflict Risk

It carves a clear Personal CRM niche and explicitly manages the one real overlap risk — "Complements the platform `open-knowledge` skill; does not replace it" — with triggers (meeting logging, person/company dossiers) that would not fire for generic note-taking skills.

5 / 5

Total

19

/

20

Passed

Validation

87%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 14 / 16 Passed

Validation for skill structure

CriteriaDescriptionResult

metadata_version

'metadata.version' is missing

Warning

relative_links

Relative link issues: 1 missing, 3 suspicious

Warning

Total

14

/

16

Passed

Repository

inkeep/open-knowledge

Path

packages/server/assets/skills/packs/entity-vault/SKILL.md

Reviewed

Table of Contents

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