Documentation

Evergreen Personal CRM

Getting Started

Evergreen is a fast, private, AI-native personal CRM for macOS. It helps you manage your professional and personal relationships with powerful organization tools while keeping your data under your complete control with 100% local-only SQLite storage.

First Launch

When you first open Evergreen, you'll see an empty contacts table. The app stores all your data locally in a SQLite database on your Mac. No setup, no account creation, no cloud sync required—just start adding contacts.

Core Features

Contacts Table

The main interface shows all your contacts in an information-dense table with these columns:

• Name - Full name with quick edit capability
• Organization - Company or group affiliation
• Title - Job title or role
• Email - Primary email address
• Tags - Organizing labels (investor, colleague, family, etc.)
• Location - City or region
• Last Interaction - When you last connected
• Next Action - Planned follow-up or reminder
• Notes - Rich markdown notes preview

The table supports virtualized scrolling for smooth performance with thousands of contacts, multi-column sorting, resizable columns, and state persistence.

Global Search (⌘K)

Instantly search across all contact fields with powerful token-based filtering:

Detail Pane

Select any contact to view detailed information:

• Profile Editing - Inline field editing with autosave
• Markdown Notes - Rich text notes with autosave and revision tracking
• Interactions Timeline - Log meetings, calls, emails, and DMs
• Next Actions - Set reminders with optional due dates

Data Storage & Export

Local-Only SQLite Storage

Evergreen stores all your data locally in a SQLite database on your Mac:

• 100% Local - All data stays on your Mac, never transmitted to any servers
• Single Database File - Your entire CRM in one portable SQLite file
• Always Offline - Full functionality without internet connection required
• Complete Privacy - Your data never leaves your device
• Manual Backups - Copy your database file to any backup location you choose

Data Export

Export your entire contact database anytime:

• SQLite Export - Full database backup for complete portability
• JSON Export - Machine-readable format for migrations
• CSV Export - Import into spreadsheets or other CRMs
• No Lock-in - Your data is always yours to take wherever you need

AI Integration (MCP)

Evergreen is built for the age of AI agents. Through the Model Context Protocol (MCP), AI assistants like Claude Desktop can read and write directly to your contacts database.

Setup with Claude Desktop

Add this configuration to your Claude Desktop config file:

All AI operations are logged with full attribution in your activity history, so you always know what changes were made and by which assistant.

Available AI Operations

• Search & Read - Find contacts and view details
• Create & Update - Add new contacts or modify existing ones
• Log Interactions - Record meetings, calls, and conversations
• Activity Review - View recent changes and interactions

Privacy & Security

100% Local-Only Storage

Your contact data is stored entirely on your Mac in a SQLite database. You maintain complete control with no vendor lock-in, no cloud servers, and no telemetry or tracking.

Data Storage

Evergreen uses a local-only approach:

• SQLite Database - All data in a single file on your Mac
• No Cloud Sync - Data never leaves your device
• Export Anytime - Export full SQLite database or data in JSON/CSV formats
• Manual Backups - Back up your database file wherever you choose

No Account Required

Evergreen works immediately without any login, registration, or account creation. Your data belongs to you and stays on your machine.

AI Access Control

AI agents can only access your database when the MCP server is running locally on your machine. They cannot access your data remotely or when the app is closed.

Data Management

Import & Export

Evergreen supports importing and exporting your contacts data in JSON format for backup or migration purposes.

Backup

Since all data is stored in a single SQLite file on your Mac, backing up is as simple as copying the database file to your preferred backup location (external drive, Time Machine, cloud storage of your choice, etc.).

Tags & Organization

Use tags to organize your contacts into meaningful groups. Common tag strategies include:

• Relationship type - colleague, client, friend, family
• Industry - tech, finance, healthcare, education
• Context - investor, mentor, collaborator, customer
• Priority - vip, regular, archive

Tips & Best Practices

Effective Contact Management

• Add next actions immediately after meetings to maintain momentum
• Use consistent tagging schemes for better organization
• Log interactions promptly while details are fresh
• Review and update contact information regularly
• Use the search tokens to quickly find specific groups

AI Assistant Integration

• Train your AI assistant on your tagging conventions
• Use natural language to describe contact updates
• Let AI help you identify patterns in your networking
• Review AI-generated entries for accuracy