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Skillsschedule-with-outlook

schedule-with-outlook

Office & productivity

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Updated 10-15 16:46

About this skill

About Rarefriend

Rarefriend connects your Microsoft Outlook contacts and calendar to a full relationship layer — notes after every meeting, tags to organise your network, and instant recall on anyone in your Microsoft ecosystem.

Access it from your AI assistant, the web app at 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 → 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
    • No Microsoft integrations → offer to connect. Ask which they need: microsoft_contacts, microsoft_calendar, or microsoft_email.
    • Microsoft integrations present → proceed directly.

Core Workflows

Search contacts

Two search paths — use both for best results:

search_contacts(query, searchMode?, tag?, source?, limit?, offset?)
  source: 'microsoft_contacts'   — filter to only Outlook-synced contacts
  searchMode: 'all' | 'name' | 'company' | 'role' | 'email' | 'exact'
  tag: filter to contacts with this exact tag

search_microsoft_contacts(query, limit?)   — searches Outlook/Exchange directory directly
get_microsoft_contact(contactId)           — full Outlook contact details

Use search_contacts first (broader, includes notes and tags). Use search_microsoft_contacts when the user wants to look up the raw Outlook/Exchange directory.

Source attribution: Each contact includes sourceLabel (e.g. "Microsoft Contacts", "LinkedIn (extension)", "Google Contacts"). Always mention this — e.g. "Found Sarah Chen in Microsoft Contacts" or "Marcus Lee — LinkedIn (extension), Director at Acme".

To edit a contact, use update_contact — Microsoft contacts are read-only via the Outlook tools.

Check Outlook calendar

get_upcoming_microsoft_events(limit?, days?)
search_microsoft_calendar_events(query, timeMin?, timeMax?)

Find available time

find_available_microsoft_time(durationMinutes, preferredDays?,
                               preferredTimeRange?, attendeeEmails?)

Always call before scheduling. For multi-person meetings, pass attendeeEmails to check all attendees' availability.

If the user gives a name instead of an email:

  1. search_microsoft_contacts("name") or search_contacts("name") → get email
  2. Pass email to find_available_microsoft_time

Create Outlook events

create_microsoft_calendar_event(
  title*,
  startTime*,   — ISO 8601 with timezone
  endTime*,
  description?,
  attendees?,   — string[] of email addresses
  location?
)

Reschedule and cancel

reschedule_microsoft_event(eventId, startTime, endTime)
cancel_microsoft_event(eventId)

Use search_microsoft_calendar_events to find the eventId first.

Notes

Notes live in Rarefriend, not Outlook — they persist even if the Microsoft integration is disconnected.

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)
search_notes(query, limit?)     — full-text across ALL contacts
get_recent_notes(limit?)        — most recent notes, any contact

After any meeting or Teams call, create a note immediately. Use pin_note for critical context.

Tags

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

Bulk tagging: "tag everyone at Acme Corp as client"

  1. search_contacts("Acme Corp", searchMode="company")
  2. Loop add_tag(contactId, "client") for each result

Connect Microsoft

connect_integration("microsoft_contacts")    — Outlook/Exchange contacts
connect_integration("microsoft_calendar")    — Outlook calendar
connect_integration("microsoft_email")       — Outlook email (search inbox, find email threads)

Present the returned connectUrl as a clickable link:

"Open this link in your browser to connect [integration]. It expires in 15 minutes."

After connecting:

get_integration_sync_status("microsoft_contacts")

Common Patterns

"Schedule a Teams call with John next week"

  1. search_contacts("John", searchMode="name") or search_microsoft_contacts("John") → get email
  2. find_available_microsoft_time(30, preferredDays=["Monday","Tuesday","Wednesday"], attendeeEmails=[john@email])
  3. Confirm slot with user
  4. create_microsoft_calendar_event(title, startTime, endTime, attendees=[john@email])

"What meetings do I have this week?"

  1. get_upcoming_microsoft_events(limit=20, days=7)
  2. Summarise by day

"Add a note after my call with Sarah"

  1. search_contacts("Sarah", searchMode="name") → get contactId
  2. create_note(contactId, content)

"Tag everyone at Acme Corp as client"

  1. search_contacts("Acme Corp", searchMode="company")
  2. Loop add_tag(contactId, "client")

Quick Reference

Tool When to use
list_connected_integrations Always check first — detects MCP and integration state
search_microsoft_contacts Search Outlook/Exchange directory
get_microsoft_contact Full Outlook contact details
search_contacts Search CRM contacts (includes synced Outlook, + notes)
get_contact Full CRM profile for one person
update_contact Edit a contact's CRM fields
get_upcoming_microsoft_events Check Outlook calendar
search_microsoft_calendar_events Find a specific event
find_available_microsoft_time Find free slot before scheduling
create_microsoft_calendar_event Create Outlook/Teams meeting
reschedule_microsoft_event Move an event
cancel_microsoft_event Cancel an event
create_note Log a meeting, call, or interaction
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 as critical context
search_notes Find notes by keyword across all contacts
get_recent_notes Latest activity across the network
list_tags See all tags in use
add_tag / remove_tag Categorise contacts
rename_tag Rename a tag everywhere
connect_integration Connect Microsoft account (contacts, calendar, email)
get_integration_sync_status Check when sync completes
list_microsoft_emails List recent Outlook inbox emails
search_microsoft_emails Search Outlook emails by subject, sender, or keyword

References

Other capabilities (outside this skill)

  • Outlook email search — list and search your Outlook inbox, cross-reference email threads with CRM notes. Install find-outlook-emails.
  • Google Contacts and Calendar — Install organize-google-contacts and schedule-with-google-calendar.
  • LinkedIn sync — requires the Rarefriend Chrome extension. Direct user to rarefriend.com → Settings → Integrations → LinkedIn. Once synced, LinkedIn connections are searchable here.
  • Hops on WhatsApp — same contacts and notes accessible via Rarefriend's WhatsApp AI assistant.
  • Reminders and phone contacts — available in the web app at rarefriend.com.
  • Full feature set in one skill — install network-and-relationship-manager.