Relationship Extractor

Purpose

When the Switchboard classifies an incoming message as relationship-relevant, this skill tells the CC instance what to look for and how to structure the extraction so the Relationship butler can act on it immediately.

You are not calling tools yourself. You are producing structured JSON extractions that the Switchboard will forward to the Relationship butler via route().

Signal Taxonomy

Every incoming message may contain zero or more of these 8 signal types. Extract all signals present — a single message can produce multiple extractions.

Output Schema

For each signal detected, produce one JSON object following the schema for that signal type. Return an array of all extractions.

Envelope Format

{
  "extractions": [
    {
      "signal_type": "<one of the 8 types>",
      "confidence": "HIGH" | "MEDIUM" | "LOW",
      "contact_hint": "<name of the person this relates to>",
      "data": { ... },
      "tool_mapping": {
        "tool": "<Relationship butler tool name>",
        "args": { ... }
      }
    }
  ]
}

Fields:

• •signal_type — One of: contact, interaction, life_event, date, fact, sentiment, gift, loan.
• •confidence — See the Confidence Scoring Rubric below.
• •contact_hint — The person's name as mentioned in the message. Used for deduplication lookup before creating/updating records.
• •data — The raw extracted data (human-readable, preserves original phrasing).
• •tool_mapping — The exact Relationship butler tool to call and its arguments. The contact_id field should be set to null — the Switchboard will resolve it via contact_search before routing.

Per-Type Schemas

1. contact

Detected when a new person is introduced or details about a person are shared for the first time.

{
  "signal_type": "contact",
  "confidence": "HIGH",
  "contact_hint": "Sarah Chen",
  "data": {
    "name": "Sarah Chen",
    "details": {
      "email": "sarah@example.com",
      "phone": null,
      "company": "Acme Corp",
      "role": "engineering manager",
      "location": "San Francisco",
      "notes": "Met at the conference last week"
    }
  },
  "tool_mapping": {
    "tool": "contact_create",
    "args": {
      "name": "Sarah Chen",
      "details": {
        "email": "sarah@example.com",
        "company": "Acme Corp",
        "role": "engineering manager",
        "location": "San Francisco",
        "notes": "Met at the conference last week"
      }
    }
  }
}

Tool signature: contact_create(pool, name: str, details: dict | None = None) -> dict

If the contact already exists (resolved via contact_search), use contact_update instead to merge new details.

Update tool signature: contact_update(pool, contact_id: UUID, **fields) -> dict

• •Accepts name and details keyword arguments.

2. interaction

Detected when someone describes a past or upcoming meeting, call, or social encounter with a named person.

{
  "signal_type": "interaction",
  "confidence": "HIGH",
  "contact_hint": "Jake",
  "data": {
    "type": "coffee",
    "summary": "Had coffee with Jake downtown, discussed his startup idea",
    "occurred_at": "2026-02-08T15:00:00Z"
  },
  "tool_mapping": {
    "tool": "interaction_log",
    "args": {
      "contact_id": null,
      "type": "coffee",
      "summary": "Had coffee with Jake downtown, discussed his startup idea",
      "occurred_at": "2026-02-08T15:00:00Z"
    }
  }
}

Tool signature: interaction_log(pool, contact_id: UUID, type: str, summary: str | None = None, occurred_at: datetime | None = None) -> dict

Common interaction types: call, text, email, coffee, lunch, dinner, meeting, video_call, party, visit.

If the date/time is not mentioned, omit occurred_at (defaults to now).

3. life_event

Detected when a significant life change is mentioned for a person: new job, move, engagement, baby, graduation, retirement, illness, promotion, etc.

Life events produce two extractions: a note (to record the event) and optionally a date (if a specific date is mentioned).

{
  "signal_type": "life_event",
  "confidence": "HIGH",
  "contact_hint": "Maria",
  "data": {
    "event": "promotion",
    "description": "Maria got promoted to VP of Engineering at her company"
  },
  "tool_mapping": {
    "tool": "note_create",
    "args": {
      "contact_id": null,
      "content": "Life event: Maria got promoted to VP of Engineering at her company",
      "emotion": "happy"
    }
  }
}

Tool signature: note_create(pool, contact_id: UUID, content: str, emotion: str | None = None) -> dict

Emotion values to use for life events: happy, proud, excited, concerned, sad, neutral.

4. date

Detected when a birthday, anniversary, wedding date, or any recurring calendar date is mentioned in connection with a person.

{
  "signal_type": "date",
  "confidence": "HIGH",
  "contact_hint": "Dad",
  "data": {
    "label": "birthday",
    "month": 3,
    "day": 15,
    "year": 1965
  },
  "tool_mapping": {
    "tool": "date_add",
    "args": {
      "contact_id": null,
      "label": "birthday",
      "month": 3,
      "day": 15,
      "year": 1965
    }
  }
}

Tool signature: date_add(pool, contact_id: UUID, label: str, month: int, day: int, year: int | None = None) -> dict

Common labels: birthday, anniversary, wedding, graduation, memorial, name_day.

If only month and day are mentioned, set year to null.

5. fact

Detected when a discrete, specific piece of personal information is shared about someone: favorite food, allergy, hobby, pet's name, clothing size, preference, etc.

{
  "signal_type": "fact",
  "confidence": "MEDIUM",
  "contact_hint": "Tom",
  "data": {
    "key": "favorite_cuisine",
    "value": "Thai food"
  },
  "tool_mapping": {
    "tool": "fact_set",
    "args": {
      "contact_id": null,
      "key": "favorite_cuisine",
      "value": "Thai food"
    }
  }
}

Tool signature: fact_set(pool, contact_id: UUID, key: str, value: str) -> dict

Use snake_case keys. Common keys: favorite_food, favorite_cuisine, favorite_color, favorite_drink, allergy, dietary_restriction, hobby, pet_name, pet_type, clothing_size, shoe_size, coffee_order, sports_team, music_taste, preferred_language, nickname, employer, job_title.

Facts are UPSERTed — setting the same key again overwrites the previous value.

6. sentiment

Detected when the message conveys emotional context about a relationship or person. This captures the user's feelings, not the contact's.

{
  "signal_type": "sentiment",
  "confidence": "MEDIUM",
  "contact_hint": "Sarah",
  "data": {
    "emotion": "worried",
    "context": "Haven't heard from Sarah in weeks, hope she's doing okay"
  },
  "tool_mapping": {
    "tool": "note_create",
    "args": {
      "contact_id": null,
      "content": "Sentiment: Haven't heard from Sarah in weeks, hope she's doing okay",
      "emotion": "worried"
    }
  }
}

Tool signature: note_create(pool, contact_id: UUID, content: str, emotion: str | None = None) -> dict

Emotion values for sentiments: happy, grateful, excited, proud, nostalgic, worried, frustrated, sad, guilty, neutral.

Sentiments are stored as notes with an emotion tag. Prefix the content with "Sentiment: " to distinguish from regular notes.

7. gift

Detected when a gift idea, purchase, or giving event is mentioned in connection with a person.

{
  "signal_type": "gift",
  "confidence": "HIGH",
  "contact_hint": "Mom",
  "data": {
    "description": "Silk scarf from that boutique she liked",
    "occasion": "birthday"
  },
  "tool_mapping": {
    "tool": "gift_add",
    "args": {
      "contact_id": null,
      "description": "Silk scarf from that boutique she liked",
      "occasion": "birthday"
    }
  }
}

Tool signature: gift_add(pool, contact_id: UUID, description: str, occasion: str | None = None) -> dict

If the gift has already been purchased or given, produce an additional extraction using gift_update_status (requires the gift ID, which the Switchboard resolves after creation):

Status tool signature: gift_update_status(pool, gift_id: UUID, status: str) -> dict

Gift pipeline statuses: idea -> purchased -> wrapped -> given -> thanked.

8. loan

Detected when money lent or borrowed is mentioned between the user and a named person.

{
  "signal_type": "loan",
  "confidence": "HIGH",
  "contact_hint": "Alex",
  "data": {
    "amount": "50.00",
    "direction": "lent",
    "description": "Covered Alex's lunch at the Italian place"
  },
  "tool_mapping": {
    "tool": "loan_create",
    "args": {
      "contact_id": null,
      "amount": "50.00",
      "direction": "lent",
      "description": "Covered Alex's lunch at the Italian place"
    }
  }
}

Tool signature: loan_create(pool, contact_id: UUID, amount: Decimal, direction: str, description: str | None = None) -> dict

Direction is always from the user's perspective:

• •"lent" — user gave money to the contact
• •"borrowed" — user received money from the contact

Amount should be a decimal string (e.g., "50.00", "1200.50").

If the message mentions repayment/settling, use loan_settle instead:

Settle tool signature: loan_settle(pool, loan_id: UUID) -> dict

Confidence Scoring Rubric

Assign a confidence level to each extraction based on how clearly the signal is stated in the message.

HIGH — Direct, explicit statement

The message explicitly states the information with no ambiguity.

MEDIUM — Implied or partially stated

The information is strongly implied but requires minor inference.

LOW — Weak signal, speculative

The information requires significant inference or is mentioned in passing with little context.

Rules

1. •When in doubt, go MEDIUM. Only use LOW for truly speculative signals.
2. •Multiple signals reinforce each other. If the same message mentions "had coffee with Jake" (interaction) and "he told me about his new job" (life event), both can be HIGH because the interaction context is clear.
3. •Never suppress LOW extractions. Include them — the Switchboard can decide whether to act on LOW-confidence signals based on butler policy.
4. •Confidence is about signal clarity, not importance. A LOW-confidence birthday is still important — it just means we are unsure about the data.

Deduplication Hints

Before creating a new contact or adding data, the Switchboard should search for existing contacts to avoid duplicates. The contact_hint field is the primary key for this lookup.

Name Matching Rules

1. •Exact match first. Search for the name exactly as stated.
2. •Case-insensitive. "sarah" matches "Sarah".
3. •First name only. If the message says "Sarah" and there is exactly one contact named "Sarah Chen", treat it as a match.
4. •Nicknames and diminutives. Common mappings to watch for:
   • •Mom/Dad/Mama/Papa → search by relationship label or known parent names
   • •Common diminutives: Tom/Thomas, Jake/Jacob, Mike/Michael, Liz/Elizabeth, Alex/Alexander/Alexandra, Sam/Samuel/Samantha, Dan/Daniel, Ben/Benjamin, Bob/Robert, Bill/William, Kate/Katherine, Jenny/Jennifer, Tony/Anthony
5. •Ambiguous match. If contact_search returns multiple results for a first-name-only query, set confidence to MEDIUM and include all candidate names in a "candidates" field:
   json

   {
     "contact_hint": "Sarah",
     "candidates": ["Sarah Chen", "Sarah Miller"],
     "confidence": "MEDIUM"
   }
   

6. •No match. If no contact is found, the extraction proceeds as a new contact creation (the contact signal type) combined with whatever other signal was detected.

Merge Strategy

When an existing contact is found:

• •contact signal → Use contact_update to merge new details into the existing contact's details JSONB. Do not overwrite existing values unless the new information is clearly a correction.
• •All other signals → Use the resolved contact_id and proceed with the mapped tool.

Multi-Signal Extraction Example

Input message:

"Had dinner with Jake last night. His birthday is April 22nd. He mentioned he's allergic to shellfish. I still owe him $30 from last week. Maybe I should get him a nice bottle of whiskey for his birthday."

Expected output:

{
  "extractions": [
    {
      "signal_type": "interaction",
      "confidence": "HIGH",
      "contact_hint": "Jake",
      "data": {
        "type": "dinner",
        "summary": "Had dinner with Jake last night",
        "occurred_at": "2026-02-08T19:00:00Z"
      },
      "tool_mapping": {
        "tool": "interaction_log",
        "args": {
          "contact_id": null,
          "type": "dinner",
          "summary": "Had dinner with Jake last night",
          "occurred_at": "2026-02-08T19:00:00Z"
        }
      }
    },
    {
      "signal_type": "date",
      "confidence": "HIGH",
      "contact_hint": "Jake",
      "data": {
        "label": "birthday",
        "month": 4,
        "day": 22,
        "year": null
      },
      "tool_mapping": {
        "tool": "date_add",
        "args": {
          "contact_id": null,
          "label": "birthday",
          "month": 4,
          "day": 22,
          "year": null
        }
      }
    },
    {
      "signal_type": "fact",
      "confidence": "HIGH",
      "contact_hint": "Jake",
      "data": {
        "key": "allergy",
        "value": "shellfish"
      },
      "tool_mapping": {
        "tool": "fact_set",
        "args": {
          "contact_id": null,
          "key": "allergy",
          "value": "shellfish"
        }
      }
    },
    {
      "signal_type": "loan",
      "confidence": "HIGH",
      "contact_hint": "Jake",
      "data": {
        "amount": "30.00",
        "direction": "borrowed",
        "description": "Owed from last week"
      },
      "tool_mapping": {
        "tool": "loan_create",
        "args": {
          "contact_id": null,
          "amount": "30.00",
          "direction": "borrowed",
          "description": "Owed from last week"
        }
      }
    },
    {
      "signal_type": "gift",
      "confidence": "MEDIUM",
      "contact_hint": "Jake",
      "data": {
        "description": "A nice bottle of whiskey",
        "occasion": "birthday"
      },
      "tool_mapping": {
        "tool": "gift_add",
        "args": {
          "contact_id": null,
          "description": "A nice bottle of whiskey",
          "occasion": "birthday"
        }
      }
    }
  ]
}

Note: The gift extraction is MEDIUM confidence because "maybe I should get" is tentative, not a definite plan.

Tool Signature Reference

Complete mapping of Relationship butler tools used by this skill: