Build CRM contacts from a profile link and name

Claude fills a personal CRM entry from a LinkedIn profile and related notes, then saves it to Supabase.

Done with Claude· Intermediate

What they did
The author linked Claude to a Supabase database through MCP and exposed four database actions: query, insert, update, and delete. They documented the workflow in Markdown so the agent could follow clear instructions. When the author supplied a person’s name plus their LinkedIn profile link, Claude used Harmonic to gather job title, employer, career history, and estimated skills, then pulled in any matching Granola meeting notes and attached them to the contact.
How it went
A completed profile appeared in moments, with the author skipping manual entry. The CRM could search across skills, notes, roles, and companies, and each Granola sync also highlighted transcript mentions for people not yet stored in the CRM.
Tips
Keep the enrichment and database steps separate so the agent can draft a record before writing it. If you bring in meeting transcripts, make the agent surface possible new contacts for review rather than adding them automatically.

Try it yourself with Claude

I’ll give you a person’s full name and a LinkedIn profile link: [name] and [LinkedIn URL]. Use my connected enrichment workflow to gather their current role, employer, work history, and likely skills, then check my meeting-note source for any references to them. Before saving anything, show me the contact record you plan to create in [contacts table name]. Wait for my approval, then insert it into my connected database and confirm that the row exists.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on jax.substack.com ↗

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