Use Proto to configure Resource Planning System.
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.
Compare eligible people, current availability and required skills before proposing assignments.
Prepare the staffing decision with current capacity conflicts and any explicit exception reason.
Explain approved rate versions and the financial inputs visible only to the authorized role.
Start free, then use Proto to change fields, steps and approvals before your team goes live.