Signed in as
Signed in as
With your Gmail connector on, Claude can add and update contacts here from your email — deduped, provenance-tagged, and logged.
GET /api/schema/llms.txtPOST /api/contacts · Update: PATCH /api/contacts/:id (audited)x-crm-editor: you@invisionmedtech.com via Claude| # | Contact | Institution | Role | Roles | Taf ’24 | Prior | Status | Next step | Owner |
|---|
Deal stages
| # | Health system | Signal | Key contacts | Possible known contacts | Last contact | Owner | System status |
|---|
Priority gaps
| Priority | Health system | Missing role | Status | Who we have | Action |
|---|
Next actions
| Priority | Account | Next best action | Type | Why | Do |
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Next steps
People and systems to reach out to next. Check one off when contacted.
| Reach out to | Why / source | Do |
|---|
Done
| When (UTC) | Who | How | Action | What | Change |
|---|
Every sign-in and every create / update / delete is logged here with a
timestamp and the person who made it — whether edited by hand in the UI or by Claude via the API (the
CLAUDE rows carry the stated editor identity). The log is stored in the
D1 database and versioned into the repo by npm run pull.