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Integrations
Connect project delivery and finance without duplicating their authority.
- Delivery context
- Project ManagementInitiativeProjects · in
- Strategy toolsin and out
- Finance and reporting
- Accountingin
- Calendar and documentsin and out
- Agents
- Your agentWorks within the permissions you assign
Delivery context
- Project Management. Resolve InitiativeProjects.ProjectRef to authorized project identifiers and import permitted health and dates.
- Strategy tools. Map approved organizational goals explicitly; do not create employee goals automatically.
Snapshot.Portfolio IN (visible Portfolios for current user)Snapshot.SnapshotDate = MAX(per Portfolio)
| Initiative | Start Date | Target End Date | Current Stage | Health Score |
|---|---|---|---|---|
| INT-55585 | 15 Sep | 22 Sep | CS-580 | Green |
| INT-51818 | 07 Sep | 09 Sep | CS-520 | Amber |
| INT-90368 | 09 Sep | 13 Sep | CS-258 | Red |
| INT-99941 | 29 Sep | 06 Oct | CS-826 | Green |
| INT-79610 | 07 Sep | 11 Sep | CS-451 | Amber |
| INT-40644 | 27 Sep | 04 Oct | CS-314 | Red |
Finance and reporting
- Accounting. Import reconciled actual spend by portfolio, year and currency; a funding approval is not a journal.
- Calendar and documents. Share review invitations and evidence links with the authorized audience.
How connections are governed
service accounts, audit, pausingPin composed skill revisions and configured integration mappings. Use stable external identifiers, idempotent import keys and observed acknowledgments. Quarantine missing or conflicting references, preserve the prior valid snapshot and expose feed freshness. Never widen record permissions through an integration.
The API is one more client of the same interface. Agent reference →
# Example work after configuration
$ curl -s erp.ai/skill.md
› Show submitted funding requests in my portfolio and their remaining budget headroom.
› Prepare a review packet with stale KPI measurements clearly identified.