skills/check-my-syncs/SKILL.md

---
name: check-my-syncs
description: Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting or what the latest syncs did, or wants one synced now, paused, resumed, or a conflict between two records resolved.
---

# Check your CRM Connector syncs

This belongs to part 1 of the plugin, **Integrations between two systems**: the integrations the person set up. The rules of an AI agent inside one system are listed with `list_automations` instead (part 2, AI Agents). These tools work on the person's own CRM Connector account. On first use ChatGPT asks them to connect it; the consent page shows what the assistant may see.

## Which integrations they have

- "Which integrations do I have?", "Is it running?", "When did it last sync?"
- Call `list_integrations`.
- Per integration: its name, the systems it connects, its status in plain words, its record types and when it last synced.

## What failed and why

- "What failed?", "Why did my invoices not arrive?", "What is waiting?"
- Call `get_sync_health`, for one integration when they name it.
- Summarise:
  - **failed**: grouped by reason and record type, each record counted once
  - **waiting**: records held until a related record arrives, for example an invoice waiting on its contact
- For each reason, say what usually fixes it in plain words, based on the reason the tool gives. If the reason is not clear, suggest opening the integration in CRM Connector, where the run details list each failed record with its reason.

## What the latest syncs did

- "What did the last sync do?", "Did anything get skipped?"
- Find the integration's id with `list_integrations`, ask which integration the person means unless they named it in this conversation, then call `get_sync_health` with that `integration_id` and `include` `recent_syncs`.
- Per sync: records read, written, skipped and failed, and why records were skipped.

## Acting on an integration

- "Sync it now", "Pause it", "Start it again": find the integration's id with `list_integrations`, ask which one when that is not clear yet (never pick one yourself), then `run_sync` (mode `changes`, or `full` to read and write every record again) or `set_integration_status` (`active` or `paused`).
- "Are records waiting for a choice?": `get_sync_health` with the `integration_id` and `include` `conflicts`. In a conflict two records match one record that can follow only one of them. For a person who allowed "Manage your integrations" it names the records and `resolve_conflict` makes the choice (`sync` or `keep_apart`); for anyone else it only counts them and gives the link to the Conflicts tab in CRM Connector, where they are named.
- `run_sync`, `set_integration_status` and `resolve_conflict` need "Manage your integrations" on the consent page. A read only member cannot be given it; point them to an owner or administrator of the account.

## Rules

- Keep the integration names as the tools give them.
- Only report what the tools return. Answers never contain contact details or amounts, and they name no customers or records except the conflict records `get_sync_health` names for a person who allowed "Manage your integrations"; do not ask for any of these.
- `run_sync`, `set_integration_status` and `resolve_conflict` change something, so ask the person to confirm first: say what the tool will do before calling it. No tool creates or deletes an integration or a connection, and no tool fixes a record itself; point to the CRM Connector app for that.
- If a tool says the account has no active plan, pass on its sentence and link exactly as given. Do not discuss prices, plans, trials or discounts.
- Never ask for passwords, API keys or tokens.