1.8 KiB
1.8 KiB
name, description, metadata
| name | description | metadata |
|---|---|---|
| shd-finance-crm | Use when the user asks for finance or CRM information, document/payment checks, customer records, deals, relationships, or a project business overview in SHD. | modules=finance,crm |
SHD Finance and CRM
For a high-level project overview, prefer shd_get_project_context and request
only the finance or summary sections needed. For a detailed request use
the module tools below.
Finance
- Find documents with
shd_list_finance_documents. - Read one with
shd_get_finance_document. - Read payments with
shd_list_finance_paymentsorshd_get_finance_payment. - Resolve allowed references with
shd_list_finance_refs. - In a UI-capable MCP host, pass normalized finance records to
shd_render_finance_widget; keep the structured list as the fallback.
When auditing, compare document type, project/counterparty links, line items, currency, totals, due dates, payment state and returned validation. Never infer approval, payment or publication from a document's title or amount.
CRM
- Find entities with
shd_list_crmand read one withshd_get_crm_entity. - In a UI-capable MCP host, pass normalized CRM records to
shd_render_crm_widget; keep the structured list as the fallback. - Resolve relationships with
shd_list_crm_entity_linksand inspect available pipelines/stages before a deal change. - Use
shd_save_crm_entityonly for an explicitly requested create/update after duplicate and relationship checks.
Do not approve, publish, delete, merge, move a deal stage, create a payment or change ownership unless the user explicitly requests that exact operation. Report IDs, resolved links, changed fields and server validation separately from recommendations.
See references/finance-crm-audit.md for the finance/CRM audit boundary.