Life CRM

An autonomous AI agent that reads your Gmail every week, tracks everything adulting requires — rent, bills, appointments, renewals — and sends you a briefing when something needs attention. Add items anytime by texting yourself.

Nothing falls through the cracks.

• Every Sunday, Claude reads your Gmail — finds every bill, renewal notice, appointment confirmation, and subscription charge across the last 7 days (90 days on first run)
• Mon–Sat it runs a lightweight daily check and emails you only if something is overdue or due within 3 days — otherwise silent
• Text yourself anything from your phone — "dentist May 20", "cancel WeTransfer", "renew passport" — and it's in Firestore and on the dashboard within 5 minutes
• The dashboard shows all 8 categories with urgency indicators (red/yellow/green), a This Week section, and Mark Done buttons that handle recurrence automatically

Four layers, fully autonomous.

1. Sunday 8am — Weekly Gmail Scan

   A Claude Code cloud routine clones the repo, reads your Gmail via MCP (bills, invoices, appointment reminders, subscription receipts), writes new items to Firestore, commits a LIFE-CRM.md memory snapshot to GitHub, and emails you a structured weekly briefing sorted by urgency. Runs on Anthropic's infrastructure — no server to maintain.

2. Mon–Sat 8am — Daily Overdue Check

   A lighter cloud routine reads Firestore directly, checks for anything overdue or due within 3 days, and sends an alert email only if something needs attention. Silent if everything's fine — no notification fatigue.

3. Anytime — iMessage Intake

   A local Python script runs on your Mac every 5 minutes via launchd. It reads your iMessage self-texts, sends each one to Claude Haiku for classification, and if it's a CRM item — writes it to Firestore, appends it to LIFE-CRM.md, and commits + pushes to GitHub. Random texts are ignored. No manual step required after you send the text.

4. Anytime — Dashboard

   A Vercel-hosted static dashboard reads Firestore directly. Click any category tile to expand it and see all items. Click Mark Done — recurring items (monthly rent, annual subscriptions) auto-advance their next due date; one-time items disappear.

See the full system live.

A full walkthrough of the system — the dashboard, the iMessage intake loop, the weekly scan output, and how the pieces connect.

Everything you need to run this yourself.

The full system is open-source. Fork the template, set up credentials, deploy — and it runs itself from there.

Built on tools that already exist.

• Claude Code cloud routines — scheduled agents that run on Anthropic's infrastructure. No server, no cron job to manage. Each routine clones the repo, does its job, commits, and exits.
• Gmail MCP — gives the weekly scan agent read access to your inbox. Attached per-trigger, not just globally.
• Firestore (REST API) — the source of truth for all items. No Admin SDK — just direct REST calls with an API key. Open rules work fine for a personal tool.
• Vercel — static HTML dashboard + two serverless API routes (/api/data and /api/complete). No framework — plain HTML and vanilla JS.
• launchd + Python — the iMessage listener runs as a macOS background agent every 5 minutes. Reads chat.db, filters to self-texts only, classifies with Claude Haiku, writes to Firestore.
• Resend — sends briefing and alert emails. Free tier (3,000 emails/month) is more than enough for a personal tool.