Obsidian vault retriever: fetches customer notes, engagement history, and durable context from the local Obsidian knowledge store. Provides CRM-prefetch data and prior-session memory to other workflows. Triggers: vault lookup, Obsidian notes, local knowledge store, vault file retrieval, prefetch data, customer notes file, durable memory.
Retrieves and assembles customer context from the Obsidian vault to support CRM prefetch, reduce redundant queries, and provide durable knowledge context that CRM alone cannot supply.
Medium — Vault interpretation requires judgment; retrieval is tool-based.
oil:get_vault_context() with minimal scoped query.vault_status: unavailable| Content Type | Location Pattern | Use |
|---|---|---|
| Customer roster | customers/<account>.md | Default account ID, TPID, key contacts |
| Meeting notes | customers/<account>/meetings/ | Prior engagement context |
| Risk flags | Inline tags #risk in customer notes | Historical risk patterns |
| CRM prefetch | customers/<account>/crm-cache.md | Known opportunity IDs, recent milestone states |
| Relationship map | customers/<account>/stakeholders.md | Decision makers, sponsors, blockers |
msx-crm:crm_query callsvault_status: available | unavailablecustomer_context: assembled notes, roster data, and relationship contextcrm_prefetch: known IDs and cached states to narrow CRM queriesstaleness_flags: any data older than 30 daysnext_action: returns to the invoking skill with enriched context