Today I read a blog post (see here) that had caught my eye. It was supposed to be about how to create a personal customer relationship management (CRM) system. Like a lot of people, I struggle to maintain relationships, so I gave it a read. The article turned out to be more than I expected. It’s a great read for anyone trying to understand how to use AI to help with manual tasks and how AI can connect with various tools you already use.

It presents a high-level overview of how you can use AI to talk to the tools you commonly use (Slack, Calendar, Gmail, Google Sheets, Notion, etc.) using the model context protocol (MCP). It describes how MCP works, who created it (Anthorpic), and how the average person can easily download and use it. MCP is powerful because most manual tasks involve shifting between systems. MCP connects all those systems to an AI assistant like Claude, empowering the AI to see the same data you do and execute on it just as you would. You can have an AI assistant complete tasks that would have taken you tons of time or energy, or you can have it do 90% of the work so you have to do only 10%.

The author then takes it a step further and shows you, pretty much step by step, how to use MCP to connect to Gmail and Calendar. It then provides example prompts for instructing AI to do tasks that you’d normally have to manage manually in a CRM. For instance, the author has AI prepare a list of names, using specified criteria, of people he needs to follow up with. He also has AI analyze his calendar for the past week and summarize all his meetings so he can report to his cofounder on Monday what he’d done that week.

I found this post helpful and will be sharing it. Not everyone needs a personal CRM, but the post does a great job of showing how anyone can use MCP and AI assistants to become more efficient and also explaining how to set it up.