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Agent assistance
Use an agent for preparation and follow-up within your permissions.
Machine work uses the published metering rules. Download agent installs Proto; the linked system skill guides application construction and does not itself provision a live app.
# Example work after configuration
$ curl -s https://www.erp.ai/skill.md | paste into your agent
› Show my follow-ups due this week.
› Prepare a draft invoice for this assigned customer.
› Explain the unapplied balance on this receipt.
› Find the bank lines still awaiting a match.
What it cannot do alone
The agent cannot approve its own preparation, treat a payment request as settlement, bypass a closed period or reveal another employee’s pay. It uses the same record and field permissions as the authenticated user. Unsupported payroll or tax coverage requires a verified configuration, not a generated assumption.
Connect your agent
curl -s https://www.erp.ai/skill.md
- Bookkeeper assistant. Prepare draft invoice lines, group unmatched bank evidence and explain outstanding balances from accessible source records.
- Sales assistant. Summarize assigned opportunities and suggest the next follow-up without exposing other customer books.
- People assistant. Help an employee prepare their own leave request or find an authorized published statement.