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Agent guide: CLI and SDK instructions →

1. Have your context ready

Identify the CRM, target fields, trusted sources, ownership rules, and which changes require human review.

2. Ask your agent

Paste this into your agent, then provide your task and example inputs when it asks:
Complete any requested sign-in yourself. Give the agent the missing information before approving execution. Provider-backed work can incur usage.

3. Review the result

Each approved write has an attributable proposal and a verified destination result. A write timeout is an uncertain outcome to reconcile before repeating the mutation. Ask your agent:
Approve a larger job, recurring work, or external changes only after reviewing that decision.

Check your understanding

Does a successful provider response authorize overwriting a protected CRM field?
No. Evidence and write authority are separate. Preserve protected values unless the stated policy authorizes the change.