Use Proto to configure a complete services delivery workflow.
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 9 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 delivery plans, resource requests and billing review packages within owned projects.
Compare proposed assignments against approved capacity and skills.
Explain eligible billing sources and unresolved finance acknowledgments.
Start free, then use Proto to change fields, steps and approvals before your team goes live.