Arcadia Connect

A personal CRM layer for Obsidian. Link people across your notes with @-mentions, log interactions, visualize a deal pipeline, and get AI-powered follow-up suggestions — all without leaving your vault.

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Features

Free (All Users)

Feature	Description
@-mention autocomplete	Type @ in any note to link a person. Live dropdown, CodeMirror 6
People Panel	Searchable sidebar listing all contacts with sort options
Hover profile cards	Mini card pops up on @-mention hover in reading view
Person note creation	Create structured contact notes from the panel or command palette
Interaction logging	Log calls, emails, meetings, and notes directly to contact notes
Follow-up reminders	Hourly check with Obsidian notices for overdue and due-today follow-ups
Timeline view	Chronological feed of all interactions across every contact
Pipeline / Deal board	Kanban board by deal stage with deal value totals and move-stage controls
AI follow-up suggestions	BYOK: bring your Anthropic or OpenAI key for AI-powered next-action suggestions

Premium

Premium features require a license key from arcadia-studio.lemonsqueezy.com.

Feature	Description
Advanced analytics	Relationship health scores, contact frequency charts
CSV import / export	Bulk-load contacts from any CRM or spreadsheet
Organization views	Group contacts by company with org-level deal tracking
Birthday and date reminders	Configurable alerts for key relationship dates
Expanded profile sidebar	Full relationship metadata, tags, and relationship history

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Screenshots

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Installation

From Obsidian Community Plugins (Recommended)

1. Open Obsidian Settings
2. Go to Community Plugins and disable Safe Mode
3. Click Browse and search for Arcadia Connect
4. Click Install, then Enable

Manual Installation

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. Open Obsidian Settings → Community Plugins → enable Arcadia Connect

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Quick Start

1. Configure Your People Folder

Settings → Arcadia Connect → People folder — set the path where contact notes will be stored (e.g., People/).

2. Create Your First Contact

• Click the 👤 ribbon icon to open the People Panel → + New
• Or: Command palette → Create Person Note

Each contact note uses structured frontmatter:

file-role: crm-contact
last-contact: 2026-03-30
next-follow-up: 2026-04-15
follow-up-status: pending
deal-stage: prospect
deal-value: 5000
organization: Acme Corp
role: VP of Sales
email: contact@example.com

3. Mention People in Notes

Type @ in any note to trigger the autocomplete. Select a name to insert an internal link. In reading view, mentions render as clickable links with a hover profile card.

4. Log Interactions

• Hover any contact in the People Panel → + Log
• Or: Command palette → Log Interaction
• Or: Click + Log on any Pipeline card

Choose interaction type (Call, Email, Meeting, Note), write a summary, and optionally set the next follow-up date. The entry is appended to the contact's ## Interaction Log section and last-contact is updated automatically.

5. Timeline View

Click the 🕐 ribbon icon. All interactions across all contacts, newest first, bucketed by Today / Yesterday / This Week / This Month / Earlier. Filter by contact name using the search box.

6. Pipeline View

Click the ⬛ ribbon icon. Contacts are grouped into 6 Kanban columns by deal-stage:

• Lead → Prospect → Proposal → Negotiation → Closed Won → Closed Lost

Each column shows total deal value. On each card, use the Move to... dropdown to change stage (updates frontmatter instantly), or + Log to record an interaction.

7. AI Follow-Up Suggestions

1. Settings → Arcadia Connect → AI Enrichment — add your Anthropic or OpenAI API key
2. Open any contact note
3. Command palette → AI: Suggest Follow-up for Active Contact

The AI reads the contact's profile and last 20 interaction log entries, then returns a suggested action, reasoning, and optional draft message. Hit Append to note to save the suggestion directly to the contact file.

Keys are stored locally in your vault settings and are never sent to Arcadia servers. You call the AI provider directly.

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CRM Frontmatter Reference

Field	Values	Description
file-role	crm-contact	Marks the note as a contact
last-contact	YYYY-MM-DD	Date of 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	Pipeline stage
deal-value	number	Deal value in dollars
organization	string	Company or organization name
role	string	Job title or role
email	string	Email address
phone	string	Phone number
tags	list	Obsidian tags

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Premium License

Enter your license key at Settings → Arcadia Connect → License key and click Validate.

Get a license at arcadia-studio.lemonsqueezy.com.

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Commands

Command	Description
Open People Panel	Open the contacts sidebar
Create Person Note	Create a new contact note
Mention Person	Insert @ trigger to activate autocomplete
Open Interaction Timeline	Open the timeline view
Open Deal Pipeline	Open the Kanban pipeline
Log Interaction	Open the interaction logger
AI: Suggest Follow-up for Active Contact	Run AI analysis on the open contact note

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Development

git clone https://github.com/Arcadia-Studio/obsidian-arcadia-connect.git
cd obsidian-arcadia-connect
npm install
npm run dev        # watch mode
npm run build      # production build
npx tsc --noEmit   # typecheck

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About Arcadia Studio

Arcadia Studio builds productivity tools for the Obsidian ecosystem.

arcadia-studio.lemonsqueezy.com · GitHub