Agent last ran 17 Sept, 06:02Run agent
Review mode: sign-in is switched off, so anyone with the link can view and edit. Turn it back on by removing CRM_OPEN_ACCESS=1 from the server’s .env and restarting.

Settings

Connections

Mailbox
Connected projects@yourconsultationgroup.com
Anthropic API
No key: set ANTHROPIC_API_KEY
Agent model
claude-opus-5
Drop folder
/opt/ycg-crm/data/drop
Public URL
https://crm.yourconsultationgroup.com
MCP endpoint
https://crm.yourconsultationgroup.com/mcp (bearer token)
API docs
/api/docs

Agent behaviour

API tokens

Tokens let Rob’s systems, the desktop bundle for Mark, and any script read or write through the API and the MCP endpoint. A token is shown once, when created.