Use Case
Dex CRM isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. Manage Dex personal CRM (getdex.com) contacts, notes, and reminders. Use when you need to: (1) Search or browse contacts, (2) Add notes about people, (3) Create or check reminders, (4) Look up contact details (phone, email, birthday). Requires DEX_API_KEY environment variable. This guide covers how to deploy Dex CRM for your team, standardize prompts, and create shared workflows that everyone can use.
Install Dex CRM in your project directory: .claude/skills/dex-crm/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Dex CRM in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Dex CRM
How can my team use Dex CRM together?
Set up Dex CRM for our project so everyone can use it
Create a shared workflow using Dex CRM for our team
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install dex-crmOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install dex-crmβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/dex-crm/π‘Extract and place the folder at the path above, then restart your agent.