histolynx

Consulting CRM — Documentation skill for Claude Code

Documentation community

HIVE: local-first knowledge-graph CRM for consulting.

How to install Consulting CRM

This entry records only its repository, not the path inside it, so there is no exact command to give. Open histolynx/consulting-crm and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Consulting CRM does

HIVE: local-first knowledge-graph CRM for consulting. Markdown/Obsidian vault as a typed property graph, PageRank/communities/link prediction, time tracking with gap detection, invoicing, Gmail ingestion, Claude Code as the agent.

Alternatives in Documentation

Wiki — Bootstrap or check the claude-obsidian wiki vault 3.3k ★
Claude Code Changelog — Tracking prompts, feature flags and metadata of Claude Code releases 783 ★
Wiki Sync — Sync Claude Code (and Codex CLI) session transcripts into the llmwiki, then ingest the new ones into wiki/ 375 ★

README

⬢ HIVE: Hub for Independent Venture Ecosystem

A knowledge-graph CRM for independent consultants.

HIVE is a local-first "hive mind" for running a consulting business: **CRM, contracts pipeline, time tracking, invoicing and a knowledge graph**, all stored as plain **Obsidian-compatible markdown**. **Claude Code** runs as its agent: it reads your forwarded email, builds the graph, drafts replies, and answers questions about everything.

Gmail (a dedicated inbox) ──IMAP, read-only──▶ vault/inbox/*.md ──claude -p /hive-ingest──▶ contacts · clients · contracts
                                                                                                  emails · meetings · tasks
                                                                                                  knowledge · reply drafts ──▶ Gmail Drafts
Timer / manual time ──▶ vault/time/YYYY-MM-DD.md ──▶ gap detection (emails vs. logged time) ──▶ suggested entries ──▶ invoices
                         ▲
Browser UI (Preact, no build) ◀── FastAPI @127.0.0.1:8787 ◀── graph engine (PageRank · communities · paths · link prediction)

Quick start

.\hive.ps1 -Demo     # fictional demo vault (outside Drive), opens http://127.0.0.1:8787
.\hive.ps1           # your real vault (./vault)
.\hive.ps1 -Test     # test suite

The first run creates a venv in `%LOCALAPPDATA%\hive\.venv` (outside Google Drive, so thousands of tiny files don't sync) and installs hash-locked dependencies.

Pin it to the taskbar (everyday use)

powershell -ExecutionPolicy Bypass -File scripts\install-server.ps1   # background server, starts at every login

Open http://127.0.0.1:8787 in **Edge** → `⋯` → **Apps → Install HIVE**, then right-click the HIVE taskbar icon → **Pin to taskbar**. HIVE is an installable PWA (own window, hex-constellation icon, jump-list shortcuts for Ask / Graph / Log time). After updating the code: `scripts\install-server.ps1 -Restart`. Logs: `%LOCALAPPDATA%\hive\server