Gmail CRM for Obsidian

A privacy-first CRM that pulls Gmail metadata into your Obsidian vault. No email content is accessed — only sender names, dates, and exchange counts. Includes Harper Skill, an AI-powered relationship intelligence layer that enriches your people pages with relationship maps, strategic context, and suggested actions.

Features

• Gmail Metadata Sync — pulls contact names, last contact dates, email frequency (metadata-only scope, no email bodies)
• Contact Sidebar — searchable, sortable CRM view inside Obsidian
• Relationship Graph Engine — auto-maps connections between people via wiki links, shared meetings, introducer chains, and text mentions
• Harper Skill Analysis — AI-powered full rewrites of people pages with relationship maps, key themes, strategic context, communication patterns, and suggested actions
• Privacy Firewall — acts as a gateway between your email and AI. Gmail metadata stays in your vault, never sent to third parties unless you explicitly run Harper Skill analysis

Install

Via BRAT (recommended for beta)

1. Install BRAT if you don't have it
2. Settings > BRAT > Add Beta Plugin
3. Paste: kayacancode/obsidian-gmail-crm
4. Enable the plugin in Community Plugins

Manual

1. Download main.js, manifest.json, and styles.css from the latest release
2. Create .obsidian/plugins/gmail-crm/ in your vault
3. Copy the three files in
4. Enable in Settings > Community Plugins

Setup

1. Create a Google Cloud Project

1. Go to Google Cloud Console
2. Create a new project (or use an existing one)
3. Enable the Gmail API:
   • Go to APIs & Services > Library
   • Search for "Gmail API"
   • Click Enable

2. Configure OAuth Consent Screen

1. Go to APIs & Services > OAuth consent screen
2. Choose External user type
3. Fill in the app name (e.g., "Gmail CRM") and your email
4. Under Scopes, click Add or remove scopes and add:

   https://www.googleapis.com/auth/gmail.metadata
   

5. Under Test users, add your Gmail address
6. Save

3. Create OAuth Credentials

1. Go to APIs & Services > Credentials
2. Click Create Credentials > OAuth client ID
3. Application type: Desktop app
4. Name it whatever you want
5. Click Create
6. Copy the Client ID and Client Secret
7. Under Authorized redirect URIs, add:

   http://localhost:42813/callback
   

4. Configure the Plugin

1. Open Obsidian Settings > Gmail CRM
2. Paste your Client ID and Client Secret
3. Click Connect Gmail — this opens your browser for OAuth
4. Authorize the app — you'll see "Gmail CRM connected!" when done

5. Sync

Click Sync in the plugin settings or use the command palette: Gmail CRM: Sync Gmail contacts

Harper Skill (AI Enrichment)

Harper Skill rewrites your people pages with relationship intelligence. It requires a Claude API key from Anthropic.

Setup

1. Get an API key from console.anthropic.com
2. In plugin settings under Harper Skill Analysis, paste your API key
3. Set your People pages folder (the vault folder with your people notes)
4. Choose a model:
   • Sonnet 4.6 — fast, good balance of speed and quality
   • Opus 4.6 — most thorough analysis
   • Haiku 4.5 — cheapest, good for large vaults

Usage

Command palette:

• Enrich all people (relationships + Harper Skill) — rewrites all people pages
• Enrich current person (Harper Skill) — rewrites the currently open person page
• Map relationships only (no AI) — adds ## Relationships section with wiki links, no API calls

Settings buttons:

• Enrich All — runs Harper Skill on every page in your people folder
• Map Only — relationship links only, free and instant

What Harper Skill Generates

Each person page gets rewritten with:

• Overview — role, email, connection context
• Background — synthesized bio
• Relationship Map — [[p- Name]] wiki links with connection types and strength signals
• Key Themes & Interests — what they care about
• Strategic Context — why they matter in your network
• Communication Pattern — email frequency and engagement (if Gmail data available)
• Meeting History — all existing meeting entries preserved verbatim
• Suggested Actions — concrete next steps

People Page Format

The plugin expects people pages named p- Firstname Lastname.md in your people folder. Example:

p- John Borthwick.md
p- Alice Albrecht.md
p- Chris Perry.md

Privacy & Security

• Gmail metadata only — the plugin uses the gmail.metadata scope, which grants access to email headers (sender, recipient, date, subject) but never email bodies
• Local storage — all data stays in your vault. The contact index is stored in .obsidian/plugins/gmail-crm/
• No telemetry — the plugin makes zero external calls except to Gmail API and (optionally) Anthropic API
• You control the AI — Harper Skill only runs when you explicitly trigger it. Your people pages are sent to Claude API for analysis — if that's a concern, use Map Only mode instead

Commands

Command	Description
Open Gmail CRM	Opens the contact sidebar
Sync Gmail contacts	Pulls latest Gmail metadata
Enrich all people	Harper Skill rewrite on all people pages
Enrich current person	Harper Skill rewrite on the open page
Map relationships only	Adds relationship links without AI

License

MIT