manage-linkedin-network

What this skill does

## About Rarefriend

Rarefriend syncs your LinkedIn connections and makes them fully searchable — with notes, tags, and relationship history so you always know who someone is, how you met, and what you last discussed.

Access it from your AI assistant, the web app at [rarefriend.com](https://rarefriend.com), or Hops — Rarefriend's AI on WhatsApp.

---

## Setup Detection Protocol

1. Call `list_connected_integrations`.
   - **Tool not available → MCP not connected.** Present these steps inline to the user:
     1. Sign in at [rarefriend.com](https://rarefriend.com) → **Settings → Integrations → MCP** → copy the Client ID and Client Secret
     2. **Claude Code / Codex:** run `claude mcp add rarefriend -e RAREFRIEND_CLIENT_ID=your_id -e RAREFRIEND_CLIENT_SECRET=your_secret -- npx -y @rarefriend-ai/mcp`
     3. **Cursor:** add to `~/.cursor/mcp.json` under `mcpServers.rarefriend` with `command: npx`, `args: ["-y", "@rarefriend-ai/mcp"]`, and the two env vars
     4. **Claude Desktop:** add the same block to `claude_desktop_config.json`
     5. Restart the client, then try again

2. Check if LinkedIn contacts are in the CRM:

   ```
   search_contacts("", source="linkedin", limit=1)
   ```

   - **Results found** → LinkedIn is synced. Proceed to the user's request.
   - **No results** → Don't assume it hasn't been synced. Continue to step 3.

3. Call `get_integration_sync_status("linkedin")` to check the actual sync state:
   - **`connected: false`** → LinkedIn has never been set up. Run the LinkedIn Sync Setup below.
   - **`lastJob.status: "running"` or `"pending"`** → Sync is currently in progress. Tell the user:
     > _"Your LinkedIn sync is running right now — contacts will appear once it finishes. Large networks can take a few minutes. Try again shortly."_
     > Do NOT show the sync setup instructions.
   - **`lastJob.status: "completed"` with `lastSyncAt` set, but no contacts** → Sync completed but found 0 contacts (network was empty or all were filtered). Tell the user and suggest checking LinkedIn in the web app.
   - **`lastJob.status: "failed"`** → Sync failed. Tell the user: _"Your last LinkedIn sync failed. Go to rarefriend.com → Settings → Integrations → LinkedIn and click Sync Now to try again."_
   - **`connected: true` but `lastJob: null`** → Account is connected but sync hasn't started yet. Tell the user to click Sync Now in the web app.

---

## LinkedIn Sync Setup

LinkedIn sync works through the **Rarefriend Chrome extension** — it reads your LinkedIn connections directly from your browser. There is no direct LinkedIn API.

Tell the user:

> _"LinkedIn sync requires the Rarefriend Chrome extension. Here's how to set it up:"_

1. **Install the extension** — go to [rarefriend.com](https://rarefriend.com) → **Settings → Integrations → LinkedIn** → click **Install Extension** (opens the Chrome Web Store)
2. **Sign in to LinkedIn** in your browser (the extension needs you to be logged in)
3. **Click Sync** on the LinkedIn card in Settings → Integrations
4. Sync runs in the background — large networks can take a few minutes
5. Once done, come back here — all your connections will be searchable

After sync, LinkedIn contacts are labelled `source: "linkedin"` (extension) or `source: "linkedin_csv"` (CSV import) in search results.

---

## Core Workflows

### Search LinkedIn connections

```
search_contacts(query, searchMode?, tag?, source?, limit?, offset?)
  source:     'linkedin'     — synced via Chrome extension
              'linkedin_csv' — imported via CSV
  searchMode: 'all' | 'name' | 'company' | 'role' | 'email' | 'exact'
  tag:        filter by tag (e.g. "investor", "founder")
```

- "Who do I know at Stripe?" → `search_contacts("Stripe", searchMode="company", source="linkedin")`
- "Find all VCs in my network" → `search_contacts("", tag="vc")`
- "Find Alice Zhang" → `search_contacts("Alice Zhang", searchMode="exact")`
- "Show all LinkedIn connections" → `search_contacts("", source="linkedin")`

**Source attribution:** Each contact includes `sourceLabel`. Always mention it — e.g. _"Found Alice Wang — LinkedIn (extension), PM at Stripe"_ or _"John Smith — LinkedIn (CSV import)"_.

Paginate with `offset + limit` when `hasMore` is true.

### Recall context before reaching out

Before any call, message, or meeting with a connection:

```
get_contact(contactId)     — full profile: company, role, location, emails
list_notes(contactId)      — full note history for this person
search_notes(query)        — search across all contacts by keyword
get_recent_notes(limit?)   — latest notes, any contact
```

**Meeting prep pattern:**

1. `search_contacts("Marcus Johnson", searchMode="exact")`
2. `get_contact(contactId)` — see their current company, role
3. `list_notes(contactId)` — review past conversations, intros given, context
4. Summarise: last interaction, key context, anything to follow up on

### Log relationship context

After every LinkedIn conversation, networking event, intro, or call:

```
create_note(contactId, content, isPinned?)
update_note(noteId, content?, isPinned?)
delete_note(noteId)
list_notes(contactId, limit?, offset?)
get_note(noteId)
pin_note(noteId, pinned)           — pin for critical context (intro given, hot deal, key connection)
search_notes(query, limit?)
get_recent_notes(limit?)
```

Use `isPinned: true` for notes the user should always see first — intro'd to a key person, active deal, close mentor relationship.

### Manage contacts

Update details after getting new info about a connection:

```
get_contact(contactId)              — check current values first
update_contact(contactId, company?, role?, location?, bio?, emails?, phones?)
create_contact(displayName*, ...)   — manually add someone not yet in CRM
```

### Organise with tags

```
list_tags()
add_tag(contactId, tag)
remove_tag(contactId, tag)
rename_tag(oldTag, newTag)
```

**Suggested tag conventions:**

- Source: `linkedin-2024`, `event-founders-summit`, `cold-outreach`
- Relationship: `warm-intro`, `mentor`, `investor`, `advisor`
- Status: `active-deal`, `follow-up`, `dormant`, `met-once`
- Type: `founder`, `vc`, `customer`, `recruiter`, `engineer`

**Bulk tagging:** "Tag all Andreessen Horowitz connections as vc"

1. `search_contacts("Andreessen Horowitz", searchMode="company", source="linkedin")`
2. Loop `add_tag(contactId, "vc")` for each result

### Cross-sync with Google or Microsoft

Once LinkedIn is synced, optionally connect Google or Microsoft to see calendar events, emails, and phone contacts alongside your LinkedIn network:

```
connect_integration("google_contacts")
connect_integration("google_calendar")
connect_integration("microsoft_contacts")
connect_integration("microsoft_calendar")
```

---

## Quick Reference

| Tool                          | When to use                                              |
| ----------------------------- | -------------------------------------------------------- |
| `list_connected_integrations` | Always check first — detect MCP state and synced sources |
| `search_contacts`             | Find connections by name, company, role, tag, or source  |
| `get_contact`                 | Full profile before reaching out or preparing a meeting  |
| `create_contact`              | Manually add someone not yet in CRM                      |
| `update_contact`              | Update details for an existing contact                   |
| `create_note`                 | Log a conversation, event, intro, or call                |
| `update_note`                 | Edit a note                                              |
| `delete_note`                 | Remove a note                                            |
| `list_notes`                  | All notes for one contact                                |
| `get_note`                    | Full note content                                        |
| `pin_note`                    | Mark critical relationship context                       |
| `search_notes`                |