38 lines
1.5 KiB
Markdown
38 lines
1.5 KiB
Markdown
---
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name: shd-finance-crm
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description: Use when the user asks for finance or CRM information, document/payment checks, customer records, deals, relationships, or a project business overview in SHD.
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---
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# SHD Finance and CRM
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For a high-level project overview, prefer `shd_get_project_context` and request
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only the `finance` or `summary` sections needed. For a detailed request use
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the module tools below.
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## Finance
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- Find documents with `shd_list_finance_documents`.
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- Read one with `shd_get_finance_document`.
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- Read payments with `shd_list_finance_payments` or
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`shd_get_finance_payment`.
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- Resolve allowed references with `shd_list_finance_refs`.
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When auditing, compare document type, project/counterparty links, line items,
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currency, totals, due dates, payment state and returned validation. Never infer
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approval, payment or publication from a document's title or amount.
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## CRM
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- Find entities with `shd_list_crm` and read one with `shd_get_crm_entity`.
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- Resolve relationships with `shd_list_crm_entity_links` and inspect available
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pipelines/stages before a deal change.
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- Use `shd_save_crm_entity` only for an explicitly requested create/update after
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duplicate and relationship checks.
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Do not approve, publish, delete, merge, move a deal stage, create a payment or
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change ownership unless the user explicitly requests that exact operation.
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Report IDs, resolved links, changed fields and server validation separately from
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recommendations.
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See `references/finance-crm-audit.md` for the finance/CRM audit boundary.
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