Documentation
Changelog and compatibility
Changes to the public connection and what they mean for consent.
Custom MCP connection · not yet listed or officially approved in the ChatGPT or Claude directory.
5 October 2026 · Documentation
Unified setup, workflows, troubleshooting and searchable tool reference. Existing guide, text and JSON URLs are preserved. Reading documentation requires no new permissions.
5 October 2026 · History and mail references
Pipeline history with observed states and explicit coverage, customer meeting preparation, closed-deal search, change feed and exact mail references. Historical balances cannot be reconstructed before recording begins.
Deal edits can use request_id for safe retries and status lookup. Receipts are stored with the change in the deal activity log; conditional undo is available for 24 hours.
When access changes
Older connections never automatically gain expanded consent. Sent mail, deal history, contacts, notes, closed deals or edits may require reconnection. Follow the error message and consent screen.
The generated contract describes the current interface. Its schema_version is the contract format, not a promised product version. Earlier MCP URLs are documented separately. A catalog package is not evidence of approval or app-store availability.