Use Proto to configure portfolio governance from the canonical model.
Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.
curl -fsSL https://www.erp.ai/skill.mdAssign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.
Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.
Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.
Prepare proposal comparisons and review packets from permitted records.
Explain funding headroom using the approved budget and reconciled allocations.
Prepare evidence and identify missing KPI measurements.
Start free, then use Proto to change fields, steps and approvals before your team goes live.