title: “Dex Skill for AI Agents” description: “Install the Dex skill to give any AI agent full CRM capabilities”

Dex Skill for AI Agents

The Dex Skill is an installable package that gives AI agents (like Claude Code) the knowledge and tools to manage your personal CRM. It combines tool access with CRM best practices — so your AI assistant doesn’t just execute commands, it understands how to be an effective relationship manager.

MCP Server vs. Skill: The MCP Server provides the raw tools. The Skill wraps those tools with CRM expertise — meeting prep workflows, follow-up cadences, organizational strategies, and more. For the best experience, use both together.

Installation

Claude Code
Other AI Agents

claude install-skill https://github.com/getdex/agent-skills/tree/main/dex-skill

The skill auto-detects whether MCP tools or the CLI are available and uses the best option.

The skill follows the open Agent Skills format. Clone the repository and follow your agent’s skill installation instructions:

git clone https://github.com/getdex/agent-skills.git

The skill definition lives in dex-skill/SKILL.md with supporting references in dex-skill/references/.

Setup

On first use, the skill runs a setup script that automatically picks the best connection method for your environment:

MCP tools detected

If dex_* tools are already available (e.g., via the MCP Server), the skill uses them directly. No additional setup needed.

CLI installed

If ~/.dex/bin/dex exists and is authenticated, the skill uses CLI commands.

Neither available — run setup

The skill runs bash scripts/setup.sh which auto-detects your environment and picks the best path:

Environment	Method	Requires
Desktop with Go installed	Generates CLI binary via CLIHub + OAuth	Go 1.26+, browser
Desktop with Node.js	Configures hosted MCP server via `add-mcp`	Node.js, browser
SSH / headless with TTY	Device code flow (enter code on any device)	Internet access
CI / automation	Pre-built binary + API key	`DEX_API_KEY` env var

The setup script is idempotent — safe to run multiple times. It skips steps that are already completed.

Headless & CI Setup

For servers and CI pipelines where no browser is available:

Device Code Flow (Interactive)
API Key (Non-Interactive)

If you have terminal access (SSH), the setup script automatically starts a device code flow:

Downloads the CLI binary for your platform 2. Displays a short code (e.g., ABCD-1234) and a URL 3. Open the URL on any device, log into Dex, and enter the code 4. The CLI receives an API key and completes setup

bash scripts/setup.sh

For fully automated environments:

Generate an API key at Dex Settings > Integrations 2. Provide the key:

export DEX_API_KEY=dex_your_key_here
bash scripts/setup.sh

The key is saved to ~/.dex/api-key for subsequent runs

API keys require a Dex Professional plan.

Platform Support

Pre-built CLI binaries are available for:

OS	Architecture
macOS	Apple Silicon (arm64), Intel (amd64)
Linux	amd64, arm64
Windows	amd64, arm64

Binaries are published on GitHub Releases.

Core Workflows

The skill teaches your AI assistant these CRM workflows:

1. Find a Contact

Ask your agent to look up anyone by name, email, company, or any keyword. “Look up John from Acme Corp” “Who do I know at Google?” “Find my contacts tagged as Investor” The agent searches your contacts and retrieves full details including interaction history when needed.

2. Add a New Contact

“Add Jane Doe — she’s VP Engineering at Acme Corp, email jane@acme.com” The agent creates the contact and can immediately organize them with tags, groups, and reminders.

3. Log an Interaction

“Log that I had a coffee meeting with Jake today. We discussed the Series A and he’s targeting Q3.” The agent creates a timestamped note on the contact’s timeline with the appropriate note type (Meeting, Call, Coffee, etc.).

4. Set a Reminder

“Remind me to follow up with Maria in two weeks about the proposal” The agent creates a reminder linked to the contact with the right due date. Supports recurring reminders: weekly, biweekly, monthly, quarterly, biannually, yearly.

5. Prep for a Meeting

“I have a meeting with Sarah Chen tomorrow — prep me” The agent generates a meeting brief with: - Who they are (role, company, relationship context) - Last interaction (when, what was discussed) - Pending items (open reminders, action items) - Suggested talking points based on your history

6. Organize Your Network

“Tag everyone I met at the TechCrunch conference as ‘TC Disrupt 2026’” “Create a group called ‘Advisory Board’ and add Marcus and Lisa” Tags are flat labels for cross-cutting categories (e.g., “Investor”, “College Friend”). Groups are named collections with emoji and description (e.g., ”🚀 Startup Advisors”).

7. Track Custom Data

“Create a custom field called ‘Deal Stage’ with options: Prospect, Qualified, Negotiation, Closed” “Set Jake’s deal stage to Qualified” Three field types: free text (input), dropdown (autocomplete), and date (datepicker).

8. Merge Duplicates

“I think I have duplicate entries for Michael Johnson — can you check?” The agent searches for potential duplicates, shows you the differences, and merges them with your confirmation.

Merging contacts is irreversible. The agent will always ask for confirmation before proceeding.

CLI Reference

When using the CLI fallback, every MCP tool maps to a CLI subcommand:

MCP Tool	CLI Command
`dex_search_contacts`	`dex dex-search-contacts --query "..."`
`dex_get_contact`	`dex dex-get-contact --id "..."`
`dex_create_contact`	`dex dex-create-contact --first-name "..." --last-name "..."`
`dex_update_contact`	`dex dex-update-contact --id "..." --company "..."`
`dex_delete_contacts`	`dex dex-delete-contacts --from-json '{"contact_ids":["..."]}'`
`dex_merge_contacts`	`dex dex-merge-contacts --from-json '{"contact_id_groups":[["id1","id2"]]}'`
`dex_manage_tags`	`dex dex-manage-tags --action list`
`dex_manage_groups`	`dex dex-manage-groups --action list`
`dex_manage_notes`	`dex dex-manage-notes --action list --contact-id "..."`
`dex_manage_reminders`	`dex dex-manage-reminders --action list`
`dex_manage_custom_fields`	`dex dex-manage-custom-fields --action list`

For complex inputs, use --from-json:

dex dex-manage-tags --from-json '{"action":"add_to_contacts","tag_ids":["id1"],"contact_ids":["c1","c2"]}'

Use --output json for machine-readable output or --output text (default) for human-readable. Run dex [command] --help for full documentation.

---
Best Practices

The skill includes built-in CRM expertise. Here are the key patterns it follows:

Organization Strategy

┌───────────────┬──────────────────────────┬──────────────────────────────────────────────────────┐
│   Mechanism   │         Use For          │                       Examples                       │
├───────────────┼──────────────────────────┼──────────────────────────────────────────────────────┤
│ Tags          │ Attributes and contexts  │ "Investor", "Met at Conference", "Needs Follow-up"   │
├───────────────┼──────────────────────────┼──────────────────────────────────────────────────────┤
│ Groups        │ Relationship clusters    │ "Startup Advisors", "Book Club", "Acme Corp Team"    │
├───────────────┼──────────────────────────┼──────────────────────────────────────────────────────┤
│ Custom Fields │ Structured data tracking │ "Deal Stage", "Expertise Area", "Last Contract Date" │
└───────────────┴──────────────────────────┴──────────────────────────────────────────────────────┘

Follow-Up Cadences

┌────────────────────────────────┬───────────────────┬─────────────────────┐
│       Relationship Type        │ Suggested Cadence │     Recurrence      │
├────────────────────────────────┼───────────────────┼─────────────────────┤
│ Close professional contacts    │ Every 2-4 weeks   │ biweekly or monthly │
├────────────────────────────────┼───────────────────┼─────────────────────┤
│ Active networking contacts     │ Monthly           │ monthly             │
├────────────────────────────────┼───────────────────┼─────────────────────┤
│ Investors / Board members      │ Monthly           │ monthly             │
├────────────────────────────────┼───────────────────┼─────────────────────┤
│ Dormant but valuable           │ Quarterly         │ quarterly           │
├────────────────────────────────┼───────────────────┼─────────────────────┤
│ Seasonal (holidays, birthdays) │ Yearly            │ yearly              │
└────────────────────────────────┴───────────────────┴─────────────────────┘

Note-Taking

Effective notes capture:
- Action items with clear ownership
- Decisions made during the interaction
- Personal context worth remembering (kids' names, vacation plans)
- Next steps and timing

---
Source Code

The Dex Skill is open source:

---
These two pages cover:

1. Dex MCP Server — focused on connecting AI clients to Dex, the hosted server setup, and available tools
2. Dex Skill for AI Agents — focused on installation, environment-specific setup (including headless/CI), CRM workflows, CLI reference, and best practices

Both use Mintlify components (Cards, Tabs, Steps, Accordions, Notes, Tips, Warnings, Info boxes) consistent with your existing docs site. Let me know if you'd
like any changes to the structure, tone, or content.

🚩 Starting with Dex

🤖 AI Features

🛠️ Dex Workflows

⚙️ Integrations

🔄 Sync Features

💰 Sharing Dex

Dex Skill for AI Agents

title: “Dex Skill for AI Agents” description: “Install the Dex skill to give any AI agent full CRM capabilities”

Dex Skill for AI Agents

Installation

Setup

Headless & CI Setup

Platform Support

Core Workflows

1. Find a Contact

2. Add a New Contact

3. Log an Interaction

4. Set a Reminder

5. Prep for a Meeting

6. Organize Your Network

7. Track Custom Data

8. Merge Duplicates

CLI Reference

🚩 Starting with Dex

🤖 AI Features

🛠️ Dex Workflows

⚙️ Integrations

🔄 Sync Features

💰 Sharing Dex

​title: “Dex Skill for AI Agents” description: “Install the Dex skill to give any AI agent full CRM capabilities”

​Dex Skill for AI Agents

​Installation

​Setup

​Headless & CI Setup

​Platform Support

​Core Workflows

​1. Find a Contact

​2. Add a New Contact

​3. Log an Interaction

​4. Set a Reminder

​5. Prep for a Meeting

​6. Organize Your Network

​7. Track Custom Data

​8. Merge Duplicates

​CLI Reference

title: “Dex Skill for AI Agents” description: “Install the Dex skill to give any AI agent full CRM capabilities”

Dex Skill for AI Agents

Installation

Setup

Headless & CI Setup

Platform Support

Core Workflows

1. Find a Contact

2. Add a New Contact

3. Log an Interaction

4. Set a Reminder

5. Prep for a Meeting

6. Organize Your Network

7. Track Custom Data

8. Merge Duplicates

CLI Reference