Arcadia Connect

A personal CRM inside Obsidian. Arcadia Connect links the people you know to the notes you already write: type @ to mention a contact anywhere in your vault, keep structured person notes with interaction history, and see follow-ups before they slip. Premium adds a deal pipeline board, a cross-contact interaction timeline, and AI follow-up suggestions powered by your own API key. Your data never leaves your vault.

Features

Free

Feature	Description
@-mention autocomplete	Type @ in any note to link a person. Live fuzzy-matched dropdown in the editor
Person notes	Structured contact notes with frontmatter for email, phone, organization, role, and follow-up dates
People panel	Searchable sidebar listing all contacts, with sorting by name, recent mention, last contact, follow-up due date, deal stage, or relationship
Hover profile cards	A compact profile card appears when hovering an @-mention in reading view
Interaction logging	Log calls, emails, meetings, and notes straight into the contact's note
Follow-up reminders	Hourly check with notices for overdue and due-today follow-ups

Premium

Premium requires a license key from arcadia-studio.lemonsqueezy.com.

Feature	Description
Deal pipeline	Kanban board grouped by deal stage, with per-column deal value totals and one-click stage moves
Interaction timeline	Chronological feed of every logged interaction across all contacts, grouped by date and filterable by name
AI follow-up suggestions	Bring your own Anthropic or OpenAI key for next-action suggestions based on a contact's history. Calls go directly from your machine to the provider; keys stay in your vault settings

If the license server is unreachable, validated licenses keep working offline for a 14-day grace period. Premium features pause (they never crash) if the grace period runs out before the license can be revalidated.

Installation

The plugin is awaiting review for the Obsidian community plugins directory. Until it is listed, install with one of these methods:

Manual install (from GitHub releases)

1. Download main.js, manifest.json, and styles.css from the latest release
2. Create the folder .obsidian/plugins/arcadia-connect/ in your vault
3. Copy the three files into that folder
4. In Obsidian, open Settings, go to Community plugins, and enable Arcadia Connect

BRAT

1. Install the BRAT plugin from the community directory
2. In BRAT settings, choose "Add beta plugin" and enter Arcadia-Studio/obsidian-arcadia-connect
3. Enable Arcadia Connect in Community plugins

BRAT keeps the plugin updated automatically as new releases ship.

Quick start

1. Set the people folder. Open Settings, then Arcadia Connect, and set "People folder" to the path where contact notes should live (default People/).
2. Create a contact. Click the people ribbon icon to open the people panel and use "+ person", or run "Create person note" from the command palette.
3. Mention people. Type @ in any note and pick a name from the dropdown. The mention is inserted as a regular internal link, so backlinks and graph view work as usual. In reading view, hover a mention to see the profile card.
4. Log interactions. Use "+ log" next to any contact in the people panel, run "Log interaction" from the command palette, or use the "+ log" button on a pipeline card. Each entry is appended to the contact's ## Interaction Log section and last-contact is updated.
5. Stay on top of follow-ups. Set a follow-up date when logging an interaction (or with the calendar button in the people panel). The plugin checks hourly and shows a notice for anything due or overdue.
6. Premium views. With a license active, open the interaction timeline and the deal pipeline from their ribbon icons or the command palette. For AI suggestions, add your Anthropic or OpenAI key under "AI enrichment" in settings, open a contact note, and run "Suggest AI follow-up for active contact".

Contact note frontmatter

file-role: crm-contact
name: "Jane Doe"
email: jane@example.com
organization: Acme Corp
role: VP of sales
last-contact: 2026-06-01
next-follow-up: 2026-06-15
follow-up-status: pending
deal-stage: proposal
deal-value: 5000

Field	Values	Description
file-role	crm-contact	Marks the note as a contact (legacy type: person is also accepted)
last-contact	YYYY-MM-DD	Date of the most recent interaction
next-follow-up	YYYY-MM-DD	Scheduled follow-up date
follow-up-status	pending / done / snoozed	Follow-up state
deal-stage	lead / prospect / proposal / negotiation / closed-won / closed-lost / nurture	Pipeline stage
deal-value	number	Deal value in dollars
organization, role, email, phone	string	Contact details shown on cards and in the panel

Settings reference

Setting	Default	Description
People folder	People/	Vault folder where contact notes are stored and scanned
Trigger character	@	Character that opens the mention autocomplete
Show hover card	on	Show the mini profile card when hovering mentions in reading view
Auto-create person note	on	Offer a "create new person" entry in the autocomplete for unknown names
License key	empty	Premium license key; click "Validate" to activate
AI provider	Anthropic	Choose Anthropic or OpenAI for follow-up suggestions
API key	empty	Your own provider key, stored locally in plugin settings
Model (OpenAI)	gpt-4o-mini	OpenAI model used for suggestions

Commands

Command	Tier
Open people panel	Free
Create person note	Free
Mention person	Free
Log interaction	Free
Open interaction timeline	Premium
Open deal pipeline	Premium
Suggest AI follow-up for active contact	Premium

Pricing

The free tier has no time limit and no account requirement. Premium is a one-time license purchase at arcadia-studio.lemonsqueezy.com. One license covers your personal devices. License validation happens against the Lemon Squeezy API; a 14-day offline grace period keeps premium active when you are away from a connection.

Privacy

• No telemetry, no analytics, no account.
• Contact data stays in plain Markdown files in your vault.
• AI requests (premium, optional) go directly from your machine to Anthropic or OpenAI using your own key. Nothing passes through Arcadia servers.
• The only other network call is license validation against the Lemon Squeezy API when a license key is configured.

Support

Questions, bug reports, and feature requests: open an issue on GitHub or email arcadiastudio77@gmail.com.

Development

git clone https://github.com/Arcadia-Studio/obsidian-arcadia-connect.git
cd obsidian-arcadia-connect
npm install --legacy-peer-deps
npm run dev        # watch mode
npm run build      # typecheck + production build

License

The plugin code is released under the MIT license. A premium license key unlocks the premium feature set but does not change the code license.