Dex Personal CRM

Manage your Dex CRM directly from Clawdbot. Search contacts, add notes, manage reminders.

Authentication

Set DEX_API_KEY in gateway config env vars.

API Base

Base URL: https://api.getdex.com/api/rest
Headers: Content-Type: application/json and x-hasura-dex-api-key: $DEX_API_KEY

Quick Reference

Contacts


# List contacts (paginated)
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/contacts?limit=10&offset=0"

# Get contact by ID
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/contacts/{contactId}"

# Search contact by email
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/search/[email protected]"

# Create contact
curl -s -X POST -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"first_name":"John","last_name":"Doe","emails":["[email protected]"]}' \
  "https://api.getdex.com/api/rest/contacts"

# Update contact
curl -s -X PUT -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"job_title":"CEO"}' \
  "https://api.getdex.com/api/rest/contacts/{contactId}"

# Delete contact
curl -s -X DELETE -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/contacts/{contactId}"

Notes (Timeline Items)


# List notes
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/timeline_items?limit=10&offset=0"

# Notes for a contact
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/timeline_items/contacts/{contactId}"

# Create note
curl -s -X POST -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"note":"Met for coffee, discussed project","contact_ids":["contact-uuid"],"event_time":"2026-01-27T12:00:00Z"}' \
  "https://api.getdex.com/api/rest/timeline_items"

# Update note
curl -s -X PUT -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"note":"Updated note text"}' \
  "https://api.getdex.com/api/rest/timeline_items/{noteId}"

# Delete note
curl -s -X DELETE -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/timeline_items/{noteId}"

Reminders


# List reminders
curl -s -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/reminders?limit=10&offset=0"

# Create reminder
curl -s -X POST -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"body":"Follow up on proposal","due_at_date":"2026-02-01","contact_ids":["contact-uuid"]}' \
  "https://api.getdex.com/api/rest/reminders"

# Update reminder
curl -s -X PUT -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  -d '{"is_complete":true}' \
  "https://api.getdex.com/api/rest/reminders/{reminderId}"

# Delete reminder
curl -s -X DELETE -H "Content-Type: application/json" \
  -H "x-hasura-dex-api-key: $DEX_API_KEY" \
  "https://api.getdex.com/api/rest/reminders/{reminderId}"

Contact Fields

first_name, last_name, job_title, description
emails (array of {email})
phones (array of {phone_number})
education, website, linkedin, facebook, twitter, instagram, telegram
birthday, image_url
last_seen_at, next_reminder_at
is_archived, created_at, updated_at

Searching Contacts

The API only supports search by email. For name-based search, fetch contacts in batches and filter locally. Use a reasonable limit (50-100) for browsing.

Notes

Always confirm before creating, updating, or deleting contacts/notes/reminders
Contact search by name requires local filtering (API only supports email search)
Use pagination (limit/offset) for large result sets
The event_time field on notes is when the interaction happened, not when the note was created

Dex CRM