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Integrations
Connect CRM handoff, client decisions and finance without merging their states.
- Delivery inputs
- CRMin
- Availabilityin and out
- Client identityin and out
- Finance outcomes
- Accountingin and out
- Payments and reimbursementsin and out
- Agents
- Your agentWorks within the permissions you assign
Delivery inputs
- CRM. Import confirmed opportunity context under a stable source identifier.
- Availability. Use approved calendars and leave inputs when confirming staffing capacity.
- Client identity. Bind the named contact before accepting a client approval.
Finance outcomes
- Accounting. Send approved invoice and recognition commands with idempotency keys and reconcile observed acknowledgments.
- Payments and reimbursements. Update collection and reimbursement state from confirmed outcomes; a submitted request is not a payment.
How connections are governed
service accounts, audit, pausingConfigure and pin external skill revisions, entity mappings, currencies, rate policy, tax inputs and accounting endpoints. Persist command identity through retries. Missing, failed or unknown external results remain unresolved and cannot advance financial state. Reconcile imported history against source totals before enabling automated handoffs.
The API is one more client of the same interface. Agent reference →
# Example work after configuration
$ curl -s erp.ai/skill.md
› Show submitted timesheets requiring review for my projects.
› Prepare an invoice review package from approved sources without consuming them twice.