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Update to Heffl
Snapshot Oct 24, 2026 · 13:45 UTC · version 1.0.0
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{
"description": "Connect to Heffl and identify the selected CRM workspace when onboarding or when account or workspace context is unclear.",
"included_files": [],
"name": "get-started",
"skill_md_contents": "---\nname: get-started\ndescription: \"Connect to Heffl and identify the selected CRM workspace when onboarding or when account or workspace context is unclear.\"\n---\n\n# Start using Heffl\n\nHeffl uses OAuth to connect the user's account and selected workspace. Direct the user through the plugin connection UI; never ask for passwords, tokens or API keys. If context is unclear call heffl_whoami to report the actual user, workspace, scopes and timezone. Do not change workspace implicitly. Read-only scopes hide write tools; module and record permissions still apply.\n\nFor a concrete known-object read, go directly to the relevant tool without unnecessary identity/schema calls. Discover unfamiliar tasks with heffl_search_actions and unknown objects with records_catalog. If authorization fails, report the permission/scope/billing requirement and stop retrying.\n\nAvailable workflows include CRM records and follow-ups, deals and quotations, field-service jobs and visits, forms and submissions, client documents and internal wiki, synced email, and workspace configuration. Use the matching bundled skill when needed. Every MCP write executes immediately; validation is available via heffl_validate_action. Successful results are receipts, not pending approvals. See ../heffl-crm/references/operating-rules.md for writes and recovery.\n"
}SHA-256 of public snapshot: e46e67cee8b5d40ffb99af3d8fd5b20e56ebe5615b25b55bfe98835aae43a353