Dex Personal CRM

Dex is a personal CRM that helps users maintain and nurture their professional relationships. It tracks contacts, interaction history, reminders, and organizational structures (groups, tags, custom fields).

Setup — Detect Access Method

Check which access method is available, in this order:

1. MCP tools available? If dex_search_contacts and other dex_* tools are in the tool list, use MCP tools directly. This is the preferred method — skip CLI setup entirely.
2. CLI installed? Check if dex command exists (run which dex or dex auth status). If authenticated, use CLI commands.
3. Neither? Guide the user through setup.

First-Time Setup

Path A — Platform supports MCP (Claude Desktop, Cursor, VS Code, Gemini CLI, etc.):

If the user already has the Dex MCP server configured, or their platform can add MCP servers: