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ERP.AI platform services Used by the web app, Proto, and approved integrations

Headless SaaS .
Business functions beyond one interface

ERP.AI has a full web interface. The same platform services also support Proto, hosted pages, external apps, and approved integrations.

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Definition Why it matters Architecture Clients Capabilities Callers Client model Request path Shared services Definition
The idea One platform, several clients

What we mean by Headless SaaS

ERP.AI keeps business capabilities in shared backend services instead of locking them inside one screen. Apps, tables, records, views, forms, workflows, reports, documents, pages, roles, and hosting metadata are handled by those services.

The ERP.AI web app uses them. Proto uses them through its ERP.AI actions. Hosted pages and approved integrations use the same service boundary with their own identity and permissions.

Headless does not mean there is no interface. ERP.AI includes a full web product. It means the interface is one client of the platform, not the only place where the work can happen.

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The web app, Proto, and approved integrations use the same governed platform services.

ERP.AI product model

Why the shared service layer matters

Reason 1

The web product stays complete

People can build and run apps through tables, forms, dashboards, reports, workflows, documents, custom pages, and administration screens. Programmatic access does not replace that product.

Reason 2

Access rules stay in one place

The gateway resolves identity and tenant context. The service that owns the requested resource checks access before it performs the operation.

Reason 3

Other clients do not need to copy the product

Proto, hosted pages, external apps, and approved integrations can use the platform services without recreating ERP.AI business logic in each client.

Architecture The services that exist today

How ERP.AI is split

Each service owns a clear part of the product.

Gateway

Authentication, routing, and limits

The gateway accepts a request, resolves the caller and organization context, routes it to the owning service, and applies configured limits.

App Builder

Apps, data, and app features

The App Builder API owns apps, schemas, records, views, forms, workflows, reports, documents, pages, hosting metadata, and audit events. PostgreSQL is the durable source of truth.

Identity

Organizations, users, and permissions

Herbert handles organizations, users, service accounts, keys, OIDC, SCIM, hosted-app sign-in, domains, and portals. The Permission API owns roles, permissions, assignments, and invitations.

Agent + pages

Agent work and hosted output

The Agent API handles conversations, knowledge, app plans, reports, documents, pages, search, and action approvals. The Renderer serves multi-tenant hosted pages and portals.

The web app is part of this system. Headless access adds other governed clients; it does not remove the product interface.
Clients Use the right surface for the job

People and software use the same platform

The web app is for people who want to work directly with tables, forms, reports, workflows, documents, and settings. Programmatic clients are useful for repeatable work, integrations, hosted experiences, and agent-assisted tasks.

Both paths still need identity, tenant context, resource permissions, validation, and an owning service.

Web product

For direct work

  • Tables, records, and multiple views
  • Forms and record editing
  • Reports and dashboards
  • Workflow building and run history
  • Documents and custom pages
  • Roles, settings, and administration
Programmatic clients

For connected work

  • Proto desktop actions
  • Hosted pages and portals
  • External apps
  • Approved integrations
  • Scheduled workflows
  • Scoped service identities

Access is not automatic. Each caller needs configured credentials and only receives the permissions assigned to it. The platform checks organization, app, table, record, and action boundaries where those controls apply.

The deployed documentation is the contract. It is the source of truth for public locations, available operations, request fields, and response shapes. This page describes the product without inventing technical examples.

What the platform supports

These are product areas present in the ERP.AI codebase today.

01

Data and interfaces

Create apps with typed tables, records, references, formulas, views, forms, layouts, and collaborative updates.

02

Workflows

Build workflows, inspect execution state and node output, see errors, stop runs, and retry supported runs.

03

Reports and documents

Create reports, documents, templates, dashboards, and custom pages on the same app model.

04

Identity and access

Manage organizations, users, roles, permissions, invitations, service accounts, keys, OIDC, and SCIM.

05

Hosted experiences

Serve hosted pages, portals, domains, and external apps through the platform's identity and hosting services.

06

Change and recovery

Use schema branches, commits and merges, snapshots and restore, audit history, workflow run history, trash recovery, and saved page versions where supported.

ERP.AI service ownership

Current service map
Gateway           identity, routing, limits
App Builder       apps, schemas, records, workflows, reports, documents, pages
Permission API    roles, permissions, assignments, invitations
Herbert           organizations, users, service accounts, hosted-app identity
Agent API         conversations, knowledge, plans, search, approvals
Model proxy       model routing and organization usage accounting
Renderer          hosted pages and portals

Clients already accounted for

Each client uses the service it needs and keeps its own interface and release cycle.

Caller class Typical caller Interface contract Operating note
Human interface

ERP.AI web app

Full product

The main interface for building apps, working with records, configuring workflows, reading reports, and managing access.

Desktop client

Proto

ERP.AI actions

The desktop agent can work with apps, tables, records, views, roles, workflows, reports, pages, documents, branches, previews, keys, hosting, and portals through its ERP.AI actions.

Hosted interface

Pages and portals

Renderer

The renderer serves multi-tenant pages and portals while the platform services keep the underlying data and access rules.

Standalone product

External apps

Scoped access

External apps can be configured in Command Centre with their own authorization, deployment, domains, and audit log.

Automated work

Workflows

Runs and approvals

Workflow execution keeps run state, node output, errors, stop and retry controls, and summaries for supported workflows.

Connected software

Approved integrations

Configured identity

Integrations use configured credentials and the permissions assigned to that caller. They do not bypass the owning service.

One platform, different clients

The product keeps one set of business services while clients choose the interface they need.

DimensionGUI-firstAPI-firstPractical shift

Product use

A person uses the ERP.AI web app to build, review, and operate an app.

Proto, a hosted page, an external app, or an approved integration can perform permitted work through the same platform services.

The interface changes; the owning services and permission checks do not.

Identity

A signed-in user carries organization membership and assigned roles.

A configured software caller uses its own credential and assigned scope.

Each caller is identified and checked instead of borrowing a person's browser session.

Operations

A person starts work from a table, form, report, workflow, or settings page.

A connected client asks the owning service to perform a supported operation.

Business rules stay in the service instead of being copied into every client.

Request path What happens when a client asks for work

A request has an owner

ERP.AI does not treat every capability as one generic endpoint. A request moves through the gateway to the service that owns the resource.

01

Resolve the caller

The gateway resolves identity and organization context from the configured sign-in or service credential.

02

Check the requested resource

The owning service checks access to the app and the requested table, record, workflow, page, role, or other resource.

03

Perform the operation

The service validates the request, applies its business rules, and reads or writes the authoritative store.

04

Keep the applicable history

Audit, version, workflow-run, snapshot, or deployment records are written where that product surface supports them.

“

One platform service owns each operation.Every client goes through that boundary.

ERP.AI request model

What the shared services provide

The value is practical: clients can reuse the product's data model and controls.

  1. 01

    One app model

    Tables, columns, records, views, forms, workflows, reports, documents, and pages remain part of the same app.

  2. 02

    Named callers

    People and configured software clients use identities the platform can check and attribute.

  3. 03

    Scoped access

    Organization, app, role, resource, and action checks stay with the services that own them.

  4. 04

    Durable data

    PostgreSQL is the authoritative store; an accelerated record path falls back to PostgreSQL when needed.

  5. 05

    Shared business rules

    Validation and app behavior live in the platform rather than being reimplemented in each client.

  6. 06

    Workflow evidence

    Supported workflows keep execution state, output, errors, stop and retry controls, and summaries.

  7. 07

    Change records

    Branches, commits, merges, snapshots, audit events, page versions, and deployment history cover the changes they own.

  8. 08

    Hosted output

    Pages, portals, external apps, domains, and their identity settings can be managed as product surfaces.

  9. 09

    Separate release cycles

    The web app, Proto, hosted output, and integrations can evolve without moving business ownership out of the platform services.

The definition Plainly stated

A full product with a reusable service layer

That is what Headless SaaS means here. ERP.AI has a web interface, and its business capabilities also sit behind services used by other approved clients.

It does not mean every internal operation is public. It does not mean every client has the same access. It means the platform can support more than one interface without duplicating the core product.

"

Keep the interface.Keep the business logic reusable.

ERP.AI
Headless SaaS Shared platform services

Use the product through the right client.

Build in the ERP.AI web app, work through Proto, or connect an approved client with its own scoped identity.

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Platform summary
Phase Signal State
Interface web app included
Desktop Proto supported
Access tenant + role checked
History by surface recorded
ERP.AI

Business apps and the Proto desktop agent.

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