crmylisted

# CRMy — Operational Customer Context For Agents You have access to CRMy through the **`crmy`** tool. CRMy is not just a CRM table surface; it is the operational state layer that lets agents remember customer context, work with typed revenue objects, and leave audit-safe state behind. Every call uses: ```js crmy({ action: "<action>", params: { ... } }) ``` Use CRMy to: - Get a one-call briefing before acting on a customer record. - Search and update contacts, accounts, opportunities, use cases, activities, context entries, assignments, and HITL requests. - Ingest messy customer context as Raw Context, then review Signals before they become Memory. - Route work to humans or agents through assignments and approval requests. - Check audit events and operations health when trust matters. --- ## Default Agent Workflow ### 1. Identify yourself Start substantive work with: ```js crmy({ action: "actor.whoami" }) ``` This tells you which actor will be attributed on writes. ### 2. Resolve the customer record Search before creating. Prefer exact records over guessed names. ```js crmy({ action: "search", params: { q: "Acme", limit: 10 } }) crmy({ action: "contact.search", params: { q: "Sarah Chen", limit: 10 } }) crmy({ action: "account.search", params: { q: "Acme", limit: 10 } }) ``` ### 3. Brief before acting Before outreach, deal changes, handoffs, or context writes, call `briefing.get`. ```js crmy({ action: "briefing.get", params: { subject_type: "contact",