Me Network CRM
Files and conventions (source of truth)
- •Entry guide:
05_Resources/network/index.md - •Requirements/architecture:
05_Resources/network/requirements-architecture.md - •Person card template:
05_Resources/network/people/_template.md - •CLI query tool (agent-friendly):
05_Resources/network/_cli/network.py - •CLI validator:
05_Resources/network/_cli/validate_people.py - •PRISM (portable ingest skill):
06_Infra/skills/portable/prism.md - •External source ingest notes (this skill):
06_Infra/skills/native/me-network-crm/references/external-source-ingest.md - •Fields/tags reference (this skill):
06_Infra/skills/native/me-network-crm/references/fields-and-tags.md
Workflow
A) Add / ingest a new contact (录入)
- •Choose a stable
Handle/ID(ASCII, stable over time). Preferprimary-handleto makeCtrl+P/Quick Open easier. - •Create
05_Resources/network/people/<handle>.mdfrom05_Resources/network/people/_template.md. - •Fill the minimum fields for retrieval + action:
- •
Handle/ID,关键词,Tags,状态,最后联系,下次跟进(or explicitly暂无) - •Optional but useful for long-lived accuracy:
阶段锚点(e.g.2026-01-13(本科大三)) - •Optional for relative calculations:
出生日期and/or预计毕业
- •
- •Convert raw context into searchable tokens:
- •Put “domain + resource + scenario” into
关键词 - •Add tags using the copy-paste list in
05_Resources/network/index.mdand only add new tags when necessary (then update the list)
- •Put “domain + resource + scenario” into
- •If the user provided a long summary, keep it in sections, but avoid sensitive PII and avoid storing raw passwords/keys.
B) Update an existing contact
- •Locate the card by tags/keywords/name:
- •
python3 05_Resources/network/_cli/network.py <keywords> - •
python3 05_Resources/network/_cli/network.py --tag '#resource/intro' <keywords> --json
- •
- •Append one line to
互动记录(流水)for the new event/outcome. - •Update
最后联系and set/adjust下次跟进date + action. - •Adjust
状态if needed (#status/active|warmup|dormant|archived).
C) Find people for a problem (检索匹配)
- •Translate the ask into tags + 2–5 keywords (domain + resource + scenario).
- •Query:
- •
python3 05_Resources/network/_cli/network.py --tag '#domain/ml' --tag '#resource/intro' <keywords> --json - •Time-aware stage inference (if cards have
阶段锚点):python3 05_Resources/network/_cli/network.py --as-of 2026-09-01 --json - •Relative to you (age / graduation deltas):
python3 05_Resources/network/_cli/network.py --relative-to-me --json- •Uses
04_Assets/profile/Me.mdby default (machine-readable fields); override via--me-path,--me-birth-date,--me-stage-anchor,--me-expected-graduation - •Needs contact
出生日期and/or预计毕业(otherwise部分字段为空;预计毕业可由阶段锚点对本科/硕士做粗略推算)
- •Uses
- •
- •Return top candidates with:
- •Why they match (tags/keywords)
- •Suggested outreach angle (1–2 sentences)
- •Next action (update
下次跟进in their cards if you’re taking action now)
Validation (optional but recommended)
Run:
- •Preferred:
python3 05_Resources/network/_cli/validate_people.py - •Legacy (this skill copy):
python3 06_Infra/skills/native/me-network-crm/scripts/validate_people.py
Fix any missing required fields or malformed tags/dates it reports.
If python3 in your environment hangs (e.g. conda shim issues), retry with /usr/bin/python3.
D) Ingest external info sources (截图/聊天/简介页) with PRISM
Goal: turn “mixed raw context” into Facts / Inferences / Actions / Me-Info, then write it into 05_Resources/network/people/<handle>.md (append-only logs; update top fields as needed). If the user is sending a long timeline of chat screenshots, treat each screenshot as one ingest batch and keep the cumulative person card as the running log.
- •Identify the source type(s) and extraction constraints:
- •Chat screenshot / chat text
- •Profile page / bio / homepage
- •Email / long-form note
- •Mixed multi-source bundle (dedupe across sources)
- •If content is missing or ambiguous, ask up to 3 minimal questions (name, relationship+strength, last contact date).
- •Extract and normalize raw signals into searchable tokens (don’t over-interpret):
- •Pull explicit facts (names, school/company, stage, location, constraints, preferences)
- •Keep uncertain items as “to confirm”
- •Run PRISM decomposition (follow the canonical prompt; keep Facts vs Inferences separated):
- •Facts: only what is explicitly stated
- •Inferences: cautious, with basis
- •Actions: 1–3 dated follow-ups (date + purpose + tone)
- •Me-Info: any “about me” signals in the content; prefer stable preference/boundary/strategy, but keep time-stamped notes even if they are small (the user wants complete records)
- •Store results:
- •Update the card’s top bullets (
关键词/Tags/最后联系/下次跟进/阶段锚点/预计毕业/出生日期as applicable) - •Append one
## Prism(...)block (date-stamped) near the bottom; avoid sensitive secrets (passwords/keys) - •If you extract stable “about me” signals (preferences/boundaries/strategy), sync them into
04_Assets/profile/signals.md(create if missing; short, reusable bullets; time-stamped when possible)
- •Update the card’s top bullets (