Update to CRM Connector

SKILL.md text changes

− removed · + added

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+++ after
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-name: set-up-a-sync
-description: Turn an integration 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
-
-This belongs to part 1 of the plugin, **Integrations between two systems**: an integration set up once that then keeps two systems in sync by itself. Work inside one system (reading, changing or automating its records) is part 2, AI Agents: `get_ai_access` explains it.
-
-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
-
-   When the person is signed in and allowed "Manage your integrations", `create_integration` takes the same arguments and creates the integration right away, after they confirm what will be created.
-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.
-- `create_integration` creates an integration, so ask the person to confirm first: say what it will create (the two systems, the record types and the direction) before calling it. It needs "Manage your integrations" on the consent page; without it, use `plan_integration` and share the setup link. No tool deletes an integration or a connection.
-- 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 an integration 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
+
+This belongs to part 1 of the plugin, **Integrations between two systems**: an integration set up once that then keeps two systems in sync by itself. Work inside one system (reading, changing or automating its records) is part 2, AI Agents: `get_ai_agents_info` explains it.
+
+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
+   When they change their mind, call `plan_integration` again: that saves a new concept with its own link and leaves the earlier one as it is, so share the newest link.
+4. **Share the link and what happens next.**
+   - Share the setup link from the plan as a link.
+   - Say the plan is saved as a concept: nothing syncs yet, and they find it again under Integrations in CRM Connector.
+   - 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 `get_connection_guide` 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.
+- No tool creates the integration itself: the person creates it in CRM Connector from the setup link, after reviewing every choice. No tool deletes an integration or a connection.
+- 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.