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Claude: Git-Backed CRM Replacement
Learn how to replace your CRM with files and Claude agents. This talk demonstrates a git-backed knowledge base for managing deals, companies, and founders, with AI automating record creation and summarization.
I built a git-backed knowledge base that replaces both my CRM and Google Docs for running an early-stage fund. Every entity — founders, companies, deals — lives as a folder of markdown and YAML. Claude agents are first-class participants: they process inbound emails, run entity resolution, create records, log notes, and commit directly to the repo. A GitHub Actions cron runs nightly, calling Claude Sonnet to synthesize each entity’s raw files into a structured materialized summary. I’ll demo the full live workflow: forward a pitch email → agent resolves the entity → creates the records → generates a materialized view → commits to git.
No database. No SaaS. Just files, Claude, and git.
- Claude Sonnet 4Anthropic's mid-tier model: balances state-of-the-art coding (72.7% on SWE-bench) with cost-efficiency for high-volume, agentic workflows.Claude Sonnet 4, released May 22, 2025, is Anthropic's versatile, mid-tier model (successor to Sonnet 3.7). It delivers superior coding performance, achieving a state-of-the-art 72.7% on SWE-bench. The model features hybrid reasoning: it offers both near-instant responses and an 'extended thinking' mode for deeper analysis. Optimized for high-volume applications, Sonnet 4 provides an optimal balance of capability and practicality, with pricing set at $3/$15 per million tokens (input/output). Access is readily available via the Anthropic API, Amazon Bedrock, and Google Cloud's Vertex AI.
- PythonPython: The high-level, general-purpose language built for readability, powering everything from web backends to advanced machine learning models.Python is the high-level, general-purpose language prioritizing clear, readable syntax (via significant indentation), ensuring rapid development for any team . Its ecosystem is massive: use it for robust web development with frameworks like Django and Flask, or leverage its power in data science with libraries such as Pandas and NumPy . The Python Package Index (PyPI) provides thousands of community-contributed modules, offering immediate solutions for tasks from network programming to GUI creation . The language is actively maintained by the Python Software Foundation (PSF), with the stable release currently at Python 3.14.0 (as of November 2025) .
- S3Amazon S3 provides 99.999999999% (11 9s) durability for object storage at any scale.S3 manages exabyte-scale data by organizing files into buckets: a structure that supports everything from static website hosting to massive data lakes. You can optimize costs using specialized tiers like S3 Glacier Deep Archive ($0.00099 per GB-month) or automate lifecycle transitions to move aging logs. Security is handled through granular IAM policies and S3 Block Public Access, ensuring your assets (images, backups, or datasets) are protected by default.
- gitGit is the distributed version control system (DVCS) that tracks source code changes, ensuring data integrity and enabling non-linear development workflows.Git is the free, open-source distributed version control system (DVCS) created by Linus Torvalds in 2005 to manage the Linux kernel. Engineered for speed and efficiency, it handles projects from small to extremely large, storing the entire 1.4 million commit history of the Linux project in only 5.5 GB . Its core design supports non-linear development (branching/merging) and guarantees data integrity via cryptographic hashing. According to a 2022 Stack Overflow survey, 96% of professional developers use Git, making it the industry standard for collaborative software development .
- GitHub ActionsGitHub Actions automates your software workflows (CI/CD, testing, deployment) directly within your repository.GitHub Actions is your native, event-driven automation platform: it executes custom workflows right inside your GitHub repository. Define multi-step jobs using YAML files, which must be stored in the `.github/workflows` directory. These workflows trigger on specific events, like a `push` to a branch or a `pull_request` opening. The platform supports world-class Continuous Integration and Continuous Deployment (CI/CD), letting you build, test, and deploy code across any language (e.g., Python, Node.js, Java). Runners—Linux, Windows, or macOS virtual machines—execute the jobs. For security, confidential data is managed via GitHub `secrets`, ensuring credentials stay out of your code.
- Anthropic APIProgrammatic access to Anthropic's Claude models (Opus, Sonnet, Haiku) for complex reasoning, vision, and tool-use applications.The Anthropic API delivers programmatic access to the Claude model family (Opus, Sonnet, Haiku), enabling developers to integrate state-of-the-art AI into applications. Use the Messages API for conversational tasks, leveraging Claude 3.5 Sonnet for balanced performance or Claude 3 Opus for complex analysis. Key features include Tool Use (function calling), Vision capabilities for image analysis, and a large 200K token context window for extensive document processing. This API provides a powerful, reliable foundation for next-generation AI projects.
- Claude Code with custom slash command skillsExtend Claude Code via custom slash commands to automate local workflows and integrate proprietary CLI tools.Claude Code transforms the terminal into an agentic workspace where developers define custom slash commands using simple shell scripts or Node.js. By adding a .claude.json configuration file to your root directory, you can map commands like /deploy or /test-unit to specific local binaries. This setup allows Claude to execute complex sequences (running 500+ Vitest cases or triggering AWS CDK deployments) while maintaining full context of your codebase. It bridges the gap between high-level reasoning and low-level execution, turning repetitive terminal tasks into one-word triggers.
- YAMLYAML (YAML Ain't Markup Language) is a human-friendly data serialization language prioritizing readability and ease of use.YAML is a human-readable data serialization language, primarily used for configuration files and inter-process data exchange. It employs a minimal, indentation-based syntax (like Python) to define structure, utilizing colons for key-value pairs (mappings) and hyphens for list items (sequences). YAML is a superset of JSON, offering key benefits like support for comments and reusable data references (anchors). This clarity and feature set make it the standard for major DevOps tools, including Kubernetes deployments and Ansible Playbooks.
- MarkdownMarkdown is a lightweight markup language that converts plain text into structured HTML using simple punctuation.John Gruber released Markdown in 2004 to simplify web writing for non-coders and developers alike. It uses intuitive syntax (like # for headers or * for lists) to produce clean XHTML. This standard now powers documentation on GitHub, discussions on Reddit, and static sites via Jekyll. By prioritizing readability, Markdown ensures that a source document remains legible even before it hits a browser.
- GitHub Actions (cron)Automate CI/CD tasks and maintenance scripts using standard POSIX cron syntax directly within your GitHub repository.GitHub Actions (cron) leverages the schedule event to trigger workflows at specific intervals. You define these intervals using five-field cron expressions (e.g., '0 0 * * *' for daily midnight runs) within a YAML configuration. This native integration eliminates the need for external task schedulers or dedicated servers for routine operations like dependency updates, database backups, or nightly builds. While execution can be delayed by up to 15 minutes during high-demand periods, it remains a robust, zero-infrastructure solution for recurring DevOps automation.
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