Update to CRM Connector

SKILL.md text changes

− removed · + added

--- before
+++ after
@@ -1,34 +1,41 @@
----
-name: set-up-a-sync
-description: Turn a workflow someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example "when a deal is won in HubSpot, make a draft invoice in QuickBooks Online" or "keep my Xero contacts in Pipedrive".
----
-
-# Set up a sync with CRM Connector
-
-CRM Connector keeps business systems in sync: contacts, invoices, quotes, deals, jobs and appointments travel between systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive and Salesforce. This skill turns a wish into a plan; the CRM Connector tools hold the facts.
-
-## Steps
-
-1. **Know the two systems and what should travel.** If either is unclear, ask one short question, for example "Which system do the deals start in, and where should the invoices end up?" Never guess a system.
-2. **Check what is possible.** Call `find_sync_options` with both systems. Use what it returns: the record types, the direction (one way, or both ways for the record types it marks), the moments a record can wait for (such as when paid or when accepted) and the filters.
-3. **Make the plan.** Call `plan_integration` with:
-   - the source system and the target system
-   - the record type keys `find_sync_options` returned
-   - the trigger, when the person asked for one
-   - `direction` `both_ways` when changes made in either system should reach the other; leave it out for one way
-4. **Share the link and what happens next.**
-   - Share the setup link from the plan as a link.
-   - They open it, sign in or create a CRM Connector account, connect both systems and review every choice before anything syncs.
-   - Pass on the plan's notes, for example that contacts travel along, that a sync from date is needed, or which record types stay one way when both ways was asked.
-
-## When something is not offered
-
-- Say so plainly and share the request an integration link the tool gives.
-- When a tool says the other direction is possible, offer that instead.
-
-## Rules
-
-- Only describe what the tools return. Never promise a record type, a direction, a trigger or a system the tools did not confirm.
-- The tools only read and plan. They do not create, change, pause, resume or delete an integration, and they do not start a sync; say so if asked and point to the CRM Connector app.
-- Do not discuss prices, plans, trials or discounts. If a tool says the account has no active plan, pass on its sentence and link exactly as given.
-- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.
+---
+name: set-up-a-sync
+description: Turn a workflow someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example "when a deal is won in HubSpot, make a draft invoice in QuickBooks Online" or "keep my Xero contacts in Pipedrive".
+---
+
+# Set up a sync with CRM Connector
+
+CRM Connector keeps business systems in sync: contacts, invoices, quotes, deals, jobs and appointments travel between systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive and Salesforce. This skill turns a wish into a plan; the CRM Connector tools hold the facts.
+
+## Steps
+
+1. **Know the two systems and what should travel.** If either is unclear, ask one short question, for example "Which system do the deals start in, and where should the invoices end up?" Never guess a system.
+2. **Check what is possible.** Call `find_sync_options` with both systems. Use what it returns: the record types, the direction (one way, or both ways for the record types it marks), the moments a record can wait for (such as when paid or when accepted) and the filters.
+3. **Make the plan.** Call `plan_integration` with:
+   - the source system and the target system
+   - the record type keys `find_sync_options` returned
+   - the trigger, when the person asked for one
+   - `direction` `both_ways` when changes made in either system should reach the other; leave it out for one way
+4. **Share the link and what happens next.**
+   - Share the setup link from the plan as a link.
+   - They open it, sign in or create a CRM Connector account, connect both systems and review every choice before anything syncs.
+   - Pass on the plan's notes, for example that contacts travel along, that a sync from date is needed, or which record types stay one way when both ways was asked.
+
+## Spreadsheets (Google Sheets, an Excel or CSV file)
+
+- A spreadsheet only sends: records go from the sheet into the other system and nothing is written back.
+- Call `find_sync_options` with the spreadsheet and the other system, or `how_to_connect` with `other_system`. Its `sheet` part holds our template made for that system. Recommend it first, because its columns match by themselves: share the template download link, name the tabs and the required columns, and pass on the steps for using it.
+- With a sheet of their own, they match its columns to the fields of the other system in the setup; pass on the tool's sentence about it.
+- For a spreadsheet, `get_field_details` names each field by the column of our template.
+
+## When something is not offered
+
+- Say so plainly and share the request an integration link the tool gives.
+- When a tool says the other direction is possible, offer that instead.
+
+## Rules
+
+- Only describe what the tools return. Never promise a record type, a direction, a trigger or a system the tools did not confirm.
+- The tools only read and plan. They do not create, change, pause, resume or delete an integration, and they do not start a sync; say so if asked and point to the CRM Connector app.
+- Do not discuss prices, plans, trials or discounts. If a tool says the account has no active plan, pass on its sentence and link exactly as given.
+- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.