Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses. Connect your account through managed OAuth to use the available operations in an agent task.
Setup
Connect Workbooks CRM with an explicit scope.
You need an AgentSky account and authority to connect the application account. Start with a read-only task before allowing changes.
Find the application
Open connector settings and search for Workbooks CRM. If the catalog is unavailable, retry its load; an unavailable list is not proof the app is unsupported.
Review authorization
Review the Workbooks CRM account, workspace and permissions on the authorization screen. Your organization's policies or administrator approval may limit which resources the connection can access.
Verify a bounded task
Name one Workbooks CRM resource you can already access and ask the agent to check whether a read operation is available. If it is, retrieve and summarize that resource without changing it. If it is not, ask the agent to explain the missing operation or permission.
Verify access and results
A connected account is the start of the workflow.
Open the same resource in Workbooks CRM and compare it with the agent's result. Check the account, resource identifier and current content before using the output for another task.
Access troubleshooting
If Workbooks CRM access fails, check the connected identity, resource sharing and requested permissions. Reconnect an expired or revoked account in connector settings. If the connection is healthy but an operation is unavailable, changing accounts may not resolve it.
Available actions
The runtime discovers the connector's current operations and input requirements. Do not assume every feature in the application's website is available as an agent action.
Authorize changes explicitly
For writes, specify the target and the allowed change. An instruction to draft or analyze is not permission to publish, send or delete.
Common questions
Related resources
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Use Workbooks CRM with pi in the shared Composer.
DeepSeek Harness + Workbooks CRM
Use Workbooks CRM with DeepSeek Harness in the shared Composer.
Kimi Code + Workbooks CRM
Use Workbooks CRM with Kimi Code in the shared Composer.
OpenCode + Workbooks CRM
Use Workbooks CRM with OpenCode in the shared Composer.
All connectors
Understand managed application access.
Channels
Choose where the agent conversation happens.
Data handling
Review your workflow's data boundaries.
Pricing
Review charges before running work.