Enriching Evergreen Contacts

Contact Enrichment

Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.

When to Use

• A contact record has only a name and email
• You want to fill in title, organization, location, or social links
• Before an important meeting where you need full context
• Periodic batch enrichment to keep your database current

How It Works

1. Retrieve the contact with get_contact to see what's already known
2. Use web search to find publicly available information (LinkedIn profile, company website, recent news)
3. Update the contact with update_contact to fill in missing fields
4. Append research findings to the contact's notes field with update_contact
5. Add or update the contact's tags with update_contact based on what you learn

Fields to Enrich

Example

Starting contact:

Name: Jamie Rodriguez
Email: jamie@acmelabs.io
(everything else blank)

After enrichment:

1. get_contact({ contactId: jamie_id }) → sparse record
2. Web search "Jamie Rodriguez acmelabs.io"
3. update_contact({
     contactId: jamie_id,
     title: "VP of Engineering",
     organization: "Acme Labs",
     location: "San Francisco, CA"
   })
4. update_contact({ contactId: jamie_id, notes: "## Research (2026-04-05)\n- VP Eng at Acme Labs (Series B, 50 employees)\n- Previously at Stripe (2019-2024)\n- Speaks at PyCon regularly\n- Interested in developer tools and open source" })
5. update_contact({ contactId: jamie_id, tags: ["engineering", "startup", "developer-tools"] })

Checklist

Enrichment:
- [ ] Existing data reviewed before overwriting
- [ ] Only publicly available information used
- [ ] Research date noted in appended notes
- [ ] Sources are credible (not outdated profiles)
- [ ] Tags updated to reflect new information

Learn More

• Evergreen — Local-First Personal CRM
• Evergreen Gets Serious: Building Tools That Think With You
• Evergreen Gets Even Evergreener