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shd-modules-mcp-plugin/plugins/shd-mcp-plugin/skills/shd-finance-crm/references/finance-crm-audit.md
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# Finance and CRM audit boundary
Finance documents, payments, allocations, CRM entities, links and stages are
different objects. Report their identifiers and returned state separately.
Use the dedicated `shd-financial-account-audit` workflow for reconciliation,
balances, settlements or audit-log questions.