Privacy and Your Data

PRIMA CRM keeps every record on your own machine, in a folder inside your workspace. The server has no code that sends anything over the internet.

Where Your Data Lives

All CRM data sits in the .prima-crm/ folder in your workspace root.

File	What it holds
crm.db	Companies, contacts, interactions, engagements, project links, project relations, segments and the sync tables
crm.db-wal and crm.db-shm	Recent writes that SQLite has not yet folded into crm.db
config.json	Your contact cadences
crm-dashboard.html	The dashboard, when you build it with the default path

The records include names, email addresses, phone numbers, engagement values and summaries of your conversations. Treat the folder as confidential business data.

What Stays Local and What Reaches Claude

The CRM server and the dashboard script make no network requests. The dashboard file loads nothing from the internet when you open it, and your browser visits a company’s website only when you click its link.

When Claude calls a CRM tool, the tool’s answer becomes part of your Claude Code conversation. Claude Code sends the conversation to Anthropic so that Claude can respond, as it does with any file Claude reads in your workspace. Ask only for the records you need in a conversation, and see your Claude plan’s data terms for how Anthropic handles conversation content.

Keep the Folder Out of Git

AI Business OS does not exclude .prima-crm/ from git for you. Add the line below to the .gitignore file in your workspace root, so that a commit or a push to a shared repository never carries your CRM.

.prima-crm/

If you build the dashboard to another folder, make sure git ignores that folder too.

Backing Up the Database

SQLite keeps recent writes in crm.db-wal until it folds them into crm.db. A copy of crm.db on its own can therefore miss your latest changes.

1. Close Claude Code, so that the CRM server stops and finishes its writes.
2. Copy all three database files, crm.db, crm.db-wal and crm.db-shm, if the last two exist.
3. Copy config.json as well, so your cadences come back with the records.

To restore, put the files back in .prima-crm/ before you start Claude Code.

Correcting and Removing Records

You can correct any company, contact or engagement by telling Claude what changed. Version 1.6.1 has fewer ways to remove records.

Record	How to remove it
Company	Merge it into another company. No action deletes a single company
Contact	No action removes a contact
Interaction	No action edits or removes an interaction
Engagement	No action removes an engagement. Move it to lost to close it
Project link	Unlink it
Project relation	Unrelate it
Segment	No action removes a segment

To remove everything, close Claude Code and then delete the .prima-crm/ folder. The server creates a new, empty database the first time Claude uses the CRM after you start Claude Code again.

Caution

Deleting the .prima-crm/ folder removes every CRM record and cannot be undone. Make a backup first if you might want any of the data later.

The Sync and Your Mailbox

Version 1.6.1 reads only your connector settings in .claude/config/integrations.json. It does not read your email, calendar or meetings, and it stores nothing from them. See Email, Calendar and Meeting Sync.

What the Server Logs

The server writes a few status lines to its log, such as the start-up message, a schema upgrade or a problem with config.json. These lines name files and versions and contain none of your records.