ppl · Personal CRM
A little help keeping up with your people.
Find your assistant's setup guide, work out which CRM fits your routine, or get your contacts ready to bring across. The free tools work in your browser; the information you enter stays on your device.
Connect your assistant
Start with your client and follow its authorization steps.
Use ppl with Claude
Connect your personal CRM to Claude, authorize access, and check your contacts before a conversation.
Use ppl with Claude Code
Set up a personal, user-scoped ppl MCP connection in Claude Code, with browser authorization and a first read-only check.
Use ppl with Cursor
Add ppl to Cursor with a personal MCP configuration and use relationship notes without mixing them into your project files.
Use ppl with VS Code and GitHub Copilot
Connect ppl to Copilot in VS Code using a personal MCP configuration, then review tool access and verify a briefing.
Use ppl with ChatGPT
Connect the ppl MCP server through ChatGPT’s available custom integration settings, with guidance for Plugins and Apps interfaces.
Use ppl with Windsurf and Cascade
Configure the hosted ppl MCP server for Cascade, authorize your account, and choose which relationship tools to use.
Read your ppl briefing with Python
A small Python example that reads a ppl briefing with a scoped token, handles errors, and keeps credentials out of source files.
Build a useful daily relationship routine
Turn your connected assistant into a practical aid for birthdays, overdue follow-ups, meeting preparation and useful notes.
Find the right fit
Honest comparisons, with sources and the tradeoffs that matter.
ppl vs. Monica: choosing a personal CRM
Compare ppl and Monica for relationship notes, reminders, AI access and hosting, including which features are available today.
ppl vs. Dex: two ways to keep up with your people
Compare ppl and Dex for contact organization, assistant access, daily use and moving your existing records.
ppl vs. Clay, now Mesh: what to compare
Clay now redirects to Mesh. Compare its current relationship management approach with ppl’s hosted personal CRM and assistant connection.
ppl vs. Cloze: personal relationships or a business workflow?
Compare ppl and Cloze by the work you need done: personal follow-ups, assistant access, teams, campaigns and business records.
ppl vs. a spreadsheet for keeping in touch
When a relationship spreadsheet is enough, when a personal CRM helps, and how to try ppl without losing the original file.
ppl vs. an address book: knowing how to reach someone is a start
An address book and a personal CRM can serve different purposes. Compare contact details with conversation history and follow-through.
Bring your contacts with you
Keep an original backup, check the format and review a small import first.
Bring Google Contacts into ppl
Choose Google authorization or a CSV export, review your contacts, and understand duplicate checks before importing into ppl.
Bring Apple Contacts into ppl with a vCard file
Export a .vcf file from Contacts on Mac, use ppl’s vCard import and review the result before moving more contacts.
Move selected Dex contacts to ppl without losing your history
Export Dex contacts, preserve timeline files, map supported CSV fields and check birthdays and duplicate behavior in ppl.
Turn a relationship spreadsheet into a careful ppl import
Prepare CSV columns, preserve phone numbers and longer notes, and review a small import before moving your contact spreadsheet into ppl.
Planning a move from Monica to ppl
Separate contact data from notes, reminders and relationship history before planning a Monica-to-ppl move. No one-click migration is promised.
Free tools for everyday use
Check a contact file, plan a follow-up routine or write instructions for your assistant.
Check your contact CSV before importing
Find duplicate email addresses, missing names and uneven rows in a contact CSV. Check the file in your browser without uploading it.
A simple weekly follow-up worksheet
Make a short plan for the people you want to reach this week. Print a blank worksheet or fill one out privately in your browser.
Set the ground rules for your AI assistant
Build plain-language instructions for how your assistant should use your personal CRM, save notes and ask before making changes.
Writing about ppl
Current product facts, screenshots and the original logo.
ppl press kit: facts, logo and screenshots
Product facts, ready-to-use descriptions, the original ppl logo, public screenshots and a contact for writers and developers.