@agent-native/core 0.114.16 → 0.115.3

package/corpus/templates/crm/server/crm/native-adapter.ts

@@ -0,0 +1,1715 @@
+import { accessFilter, assertAccess } from "@agent-native/core/sharing";
+import { and, asc, eq, gt, inArray, isNull, like, or } from "drizzle-orm";
+
+import type {
+  CrmAccessScope,
+  CrmAdapter,
+  CrmAdapterCapabilities,
+  CrmConnectionRef,
+  CrmFieldDefinition,
+  CrmMutation,
+  CrmMutationResult,
+  CrmObjectDefinition,
+  CrmObjectKind,
+  CrmRecord,
+  CrmRecordRef,
+  CrmRelationship,
+  CrmSyncScope,
+  CrmSyncPage,
+  CrmValue,
+} from "../../shared/crm-contract.js";
+import { getDb, schema } from "../db/index.js";
+import {
+  isBoundedCrmValue,
+  isSafeCrmMutationFieldName,
+} from "./crm-field-firewall.js";
+
+const MAX_PAGE_SIZE = 100;
+const MAX_FIELDS = 80;
+const MAX_MUTATION_FIELDS = 20;
+const STANDARD_OBJECTS = ["accounts", "people", "opportunities"] as const;
+
+type Ownership = {
+  ownerEmail: string;
+  orgId: string | null;
+  visibility: "private" | "org" | "public";
+};
+
+type NativeConnection = Ownership & {
+  id: string;
+  accountId: string | null;
+  accessScopeKey: string;
+  accessScopeJson: string;
+};
+
+type StoredField = {
+  fieldName: string;
+  valueType: string;
+  stringValue: string | null;
+  numberValue: number | null;
+  booleanValue: boolean | null;
+  jsonValue: string | null;
+};
+
+function kindForObject(objectType: string): CrmObjectKind {
+  if (objectType === "accounts") return "account";
+  if (objectType === "people") return "person";
+  if (objectType === "opportunities") return "opportunity";
+  return "custom";
+}
+
+function labelForObject(objectType: string): string {
+  if (objectType === "accounts") return "Account";
+  if (objectType === "people") return "Person";
+  if (objectType === "opportunities") return "Opportunity";
+  return objectType
+    .replace(/[_-]+/g, " ")
+    .replace(/\b\w/g, (character) => character.toUpperCase());
+}
+
+function nativeField(
+  name: string,
+  valueType: CrmFieldDefinition["valueType"],
+  required = false,
+): CrmFieldDefinition {
+  return {
+    name,
+    label: name
+      .replace(/([A-Z])/g, " $1")
+      .replace(/^./, (character) => character.toUpperCase()),
+    valueType,
+    storagePolicy: "local-authoritative",
+    sensitive: false,
+    readable: true,
+    createable: true,
+    updateable: true,
+    required,
+  };
+}
+
+export function nativeObjectTemplate(objectType: string): CrmObjectDefinition {
+  const objectFields =
+    objectType === "accounts"
+      ? [
+          nativeField("name", "string", true),
+          nativeField("domain", "string"),
+          nativeField("industry", "string"),
+          nativeField("ownerName", "string"),
+        ]
+      : objectType === "people"
+        ? [
+            nativeField("firstName", "string"),
+            nativeField("lastName", "string"),
+            nativeField("email", "string"),
+            nativeField("title", "string"),
+            nativeField("accountId", "reference"),
+            nativeField("ownerName", "string"),
+          ]
+        : objectType === "opportunities"
+          ? [
+              nativeField("name", "string", true),
+              nativeField("amount", "currency"),
+              nativeField("stage", "string"),
+              nativeField("closeDate", "date"),
+              nativeField("accountId", "reference"),
+              nativeField("ownerName", "string"),
+            ]
+          : [];
+  const fields = objectFields.length
+    ? [
+        ...objectFields,
+        nativeField("desiredCadenceDays", "number"),
+        nativeField("lastMeaningfulInteractionAt", "datetime"),
+        nativeField("nextContactAt", "datetime"),
+      ]
+    : [];
+  const label = labelForObject(objectType);
+  return {
+    connectionId: "",
+    provider: "native",
+    objectType,
+    kind: kindForObject(objectType),
+    label,
+    pluralLabel: `${label}s`,
+    custom: !STANDARD_OBJECTS.includes(
+      objectType as (typeof STANDARD_OBJECTS)[number],
+    ),
+    queryable: true,
+    searchable: true,
+    createable: true,
+    updateable: true,
+    deleteable: true,
+    fields,
+  };
+}
+
+function valueType(value: CrmValue): CrmFieldDefinition["valueType"] {
+  if (typeof value === "boolean") return "boolean";
+  if (typeof value === "number") return "number";
+  if (Array.isArray(value) || typeof value === "object") return "json";
+  return "string";
+}
+
+function fieldColumns(value: CrmValue) {
+  if (typeof value === "string") {
+    return {
+      stringValue: value,
+      numberValue: null,
+      booleanValue: null,
+      jsonValue: null,
+    };
+  }
+  if (typeof value === "number") {
+    return {
+      stringValue: null,
+      numberValue: value,
+      booleanValue: null,
+      jsonValue: null,
+    };
+  }
+  if (typeof value === "boolean") {
+    return {
+      stringValue: null,
+      numberValue: null,
+      booleanValue: value,
+      jsonValue: null,
+    };
+  }
+  if (value === null) {
+    return {
+      stringValue: null,
+      numberValue: null,
+      booleanValue: null,
+      jsonValue: null,
+    };
+  }
+  return {
+    stringValue: null,
+    numberValue: null,
+    booleanValue: null,
+    jsonValue: JSON.stringify(value),
+  };
+}
+
+function fieldValue(field: StoredField): CrmValue {
+  if (field.stringValue !== null) return field.stringValue;
+  if (field.numberValue !== null) return field.numberValue;
+  if (field.booleanValue !== null) return field.booleanValue;
+  if (!field.jsonValue) return null;
+  try {
+    const value = JSON.parse(field.jsonValue) as unknown;
+    return isBoundedCrmValue(value) ? (value as CrmValue) : null;
+  } catch {
+    return null;
+  }
+}
+
+function encodeCursor(offset: number): string {
+  return btoa(String(offset)).replace(/=+$/, "");
+}
+
+function decodeCursor(cursor: string | undefined): number {
+  if (!cursor) return 0;
+  try {
+    const value = Number.parseInt(atob(cursor), 10);
+    return Number.isSafeInteger(value) && value >= 0 ? value : 0;
+  } catch {
+    return 0;
+  }
+}
+
+export function nextNativeRevision(value: string | null | undefined): string {
+  try {
+    const parsed = BigInt(value ?? "0");
+    return (parsed >= 0n ? parsed + 1n : 1n).toString();
+  } catch {
+    return "1";
+  }
+}
+
+function scopeFromConnection(connection: NativeConnection): CrmAccessScope {
+  try {
+    const stored = JSON.parse(
+      connection.accessScopeJson,
+    ) as Partial<CrmAccessScope>;
+    if (stored.mode === "native" && stored.key === connection.accessScopeKey) {
+      return {
+        key: stored.key,
+        actorId: stored.actorId ?? connection.ownerEmail,
+        mode: "native",
+        objectReadable: true,
+        objectCreateable: true,
+        objectUpdateable: true,
+        objectDeleteable: true,
+        recordVisibility:
+          stored.recordVisibility ??
+          (connection.visibility === "org" ? "workspace" : "actor"),
+        ...(stored.fieldPermissionsHash
+          ? { fieldPermissionsHash: stored.fieldPermissionsHash }
+          : {}),
+        ...(stored.sharingFingerprint
+          ? { sharingFingerprint: stored.sharingFingerprint }
+          : {}),
+      };
+    }
+  } catch {}
+  return {
+    key: connection.accessScopeKey,
+    actorId: connection.ownerEmail,
+    mode: "native",
+    objectReadable: true,
+    objectCreateable: true,
+    objectUpdateable: true,
+    objectDeleteable: true,
+    recordVisibility: connection.visibility === "org" ? "workspace" : "actor",
+  };
+}
+
+function json(value: unknown, maximum = 12_000): string {
+  const encoded = JSON.stringify(value);
+  if (encoded.length > maximum)
+    throw new Error("CRM mutation payload exceeds the allowed size.");
+  return encoded;
+}
+
+function mutationFields(mutation: CrmMutation): Record<string, CrmValue> {
+  const fields = mutation.fields ?? {};
+  const entries = Object.entries(fields);
+  if (
+    entries.length > MAX_MUTATION_FIELDS ||
+    entries.some(
+      ([name, value]) =>
+        !name ||
+        name.length > 120 ||
+        !isSafeCrmMutationFieldName(name) ||
+        !isBoundedCrmValue(value),
+    )
+  ) {
+    throw new Error(
+      "Native CRM mutations require bounded, non-media field values.",
+    );
+  }
+  return fields;
+}
+
+function summaryColumns(fields: Record<string, CrmValue>, fallback: string) {
+  const string = (...names: string[]) => {
+    for (const name of names) {
+      const value = fields[name];
+      if (typeof value === "string") return value.slice(0, 500);
+    }
+    return null;
+  };
+  const number = (...names: string[]) => {
+    for (const name of names) {
+      const value = fields[name];
+      if (typeof value === "number") return value;
+    }
+    return null;
+  };
+  const desiredCadenceDays = fields.desiredCadenceDays;
+  if (
+    desiredCadenceDays !== undefined &&
+    desiredCadenceDays !== null &&
+    (typeof desiredCadenceDays !== "number" ||
+      !Number.isInteger(desiredCadenceDays) ||
+      desiredCadenceDays < 1 ||
+      desiredCadenceDays > 365)
+  ) {
+    throw new Error(
+      "desiredCadenceDays must be null or an integer from 1 to 365.",
+    );
+  }
+  return {
+    displayName: string("displayName", "name", "Name") ?? fallback,
+    primaryEmail: string("email", "Email"),
+    domain: string("domain", "website", "Website"),
+    stage: string("stage", "StageName"),
+    ownerName: string("ownerName"),
+    amount: number("amount", "Amount"),
+    closeDate: string("closeDate", "CloseDate"),
+    desiredCadenceDays: desiredCadenceDays ?? null,
+    lastMeaningfulInteractionAt: string("lastMeaningfulInteractionAt"),
+    nextContactAt: string("nextContactAt"),
+  };
+}
+
+async function loadNativeConnection(
+  connectionId: string,
+  accessTier: "viewer" | "editor" = "viewer",
+): Promise<NativeConnection> {
+  await assertAccess("crm-connection", connectionId, accessTier);
+  const db = getDb();
+  const [connection] = await db
+    .select({
+      id: schema.crmConnections.id,
+      accountId: schema.crmConnections.accountId,
+      accessScopeKey: schema.crmConnections.accessScopeKey,
+      accessScopeJson: schema.crmConnections.accessScopeJson,
+      ownerEmail: schema.crmConnections.ownerEmail,
+      orgId: schema.crmConnections.orgId,
+      visibility: schema.crmConnections.visibility,
+    })
+    .from(schema.crmConnections)
+    .where(
+      and(
+        eq(schema.crmConnections.id, connectionId),
+        eq(schema.crmConnections.provider, "native"),
+        accessFilter(
+          schema.crmConnections,
+          schema.crmConnectionShares,
+          undefined,
+          accessTier,
+        ),
+      ),
+    )
+    .limit(1);
+  if (!connection) throw new Error("Native CRM connection is unavailable.");
+  return connection as NativeConnection;
+}
+
+async function ensureNativeObject(input: {
+  connection: NativeConnection;
+  objectType: string;
+  fields: CrmFieldDefinition[];
+}) {
+  const db = getDb();
+  const template = nativeObjectTemplate(input.objectType);
+  const object = { ...template, connectionId: input.connection.id };
+  const [existing] = await db
+    .select({ id: schema.crmObjects.id })
+    .from(schema.crmObjects)
+    .where(
+      and(
+        eq(schema.crmObjects.connectionId, input.connection.id),
+        eq(schema.crmObjects.objectType, input.objectType),
+        accessFilter(schema.crmObjects, schema.crmObjectShares),
+      ),
+    )
+    .limit(1);
+  const now = new Date().toISOString();
+  const objectValues = {
+    provider: "native" as const,
+    objectType: input.objectType,
+    kind: object.kind,
+    label: object.label,
+    pluralLabel: object.pluralLabel,
+    custom: object.custom,
+    queryable: true,
+    searchable: true,
+    createable: true,
+    updateable: true,
+    deleteable: true,
+    capabilitiesJson: json(NATIVE_CAPABILITIES, 4_000),
+    updatedAt: now,
+  };
+  if (existing) {
+    await assertAccess("crm-object", existing.id, "editor");
+    await db
+      .update(schema.crmObjects)
+      .set(objectValues)
+      .where(
+        and(
+          eq(schema.crmObjects.id, existing.id),
+          accessFilter(
+            schema.crmObjects,
+            schema.crmObjectShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      );
+  } else {
+    await db.insert(schema.crmObjects).values({
+      id: crypto.randomUUID(),
+      connectionId: input.connection.id,
+      ...objectValues,
+      ownerEmail: input.connection.ownerEmail,
+      orgId: input.connection.orgId,
+      visibility: input.connection.visibility,
+      createdAt: now,
+    });
+  }
+  const known = new Map<string, CrmFieldDefinition>();
+  for (const field of [...template.fields, ...input.fields])
+    known.set(field.name, field);
+  const existingPolicies = await db
+    .select({
+      id: schema.crmFieldPolicies.id,
+      fieldName: schema.crmFieldPolicies.fieldName,
+    })
+    .from(schema.crmFieldPolicies)
+    .where(
+      and(
+        eq(schema.crmFieldPolicies.connectionId, input.connection.id),
+        eq(schema.crmFieldPolicies.objectType, input.objectType),
+        accessFilter(schema.crmFieldPolicies, schema.crmFieldPolicyShares),
+      ),
+    );
+  const policyByName = new Map(
+    existingPolicies.map((policy) => [policy.fieldName, policy]),
+  );
+  for (const field of known.values()) {
+    const existingPolicy = policyByName.get(field.name);
+    const values = {
+      label: field.label,
+      valueType: field.valueType,
+      storagePolicy: "local-authoritative" as const,
+      sensitive: false,
+      readable: true,
+      createable: true,
+      updateable: true,
+      required: field.required,
+      metadataJson: "{}",
+      updatedAt: now,
+    };
+    if (existingPolicy) {
+      await assertAccess("crm-field-policy", existingPolicy.id, "editor");
+      await db
+        .update(schema.crmFieldPolicies)
+        .set(values)
+        .where(
+          and(
+            eq(schema.crmFieldPolicies.id, existingPolicy.id),
+            accessFilter(
+              schema.crmFieldPolicies,
+              schema.crmFieldPolicyShares,
+              undefined,
+              "editor",
+            ),
+          ),
+        );
+    } else {
+      await db.insert(schema.crmFieldPolicies).values({
+        id: crypto.randomUUID(),
+        connectionId: input.connection.id,
+        objectType: input.objectType,
+        fieldName: field.name,
+        ...values,
+        ownerEmail: input.connection.ownerEmail,
+        orgId: input.connection.orgId,
+        visibility: input.connection.visibility,
+        createdAt: now,
+      });
+    }
+  }
+}
+
+export async function initializeNativeCrmDomain(connectionId: string) {
+  const connection = await loadNativeConnection(connectionId, "editor");
+  await Promise.all(
+    STANDARD_OBJECTS.map((objectType) =>
+      ensureNativeObject({ connection, objectType, fields: [] }),
+    ),
+  );
+}
+
+export async function configureNativeCrmConnection(input: {
+  label?: string;
+  ownership: Ownership;
+}) {
+  const db = getDb();
+  const label = input.label?.trim() || "Native SQL";
+  const [existing] = await db
+    .select({ id: schema.crmConnections.id })
+    .from(schema.crmConnections)
+    .where(
+      and(
+        eq(schema.crmConnections.provider, "native"),
+        eq(schema.crmConnections.label, label),
+        accessFilter(schema.crmConnections, schema.crmConnectionShares),
+      ),
+    )
+    .limit(1);
+  const id = existing?.id ?? crypto.randomUUID();
+  const now = new Date().toISOString();
+  const accessScope: CrmAccessScope = {
+    key: `native:${id}`,
+    actorId: input.ownership.ownerEmail,
+    mode: "native",
+    objectReadable: true,
+    objectCreateable: true,
+    objectUpdateable: true,
+    objectDeleteable: true,
+    recordVisibility:
+      input.ownership.visibility === "org" ? "workspace" : "actor",
+  };
+  const values = {
+    provider: "native" as const,
+    workspaceConnectionId: null,
+    label,
+    accountId: null,
+    mode: "native" as const,
+    status: "connected" as const,
+    selectedPipelinesJson: "[]",
+    selectedObjectTypesJson: json(STANDARD_OBJECTS, 1_000),
+    accessScopeKey: accessScope.key,
+    accessScopeJson: json(accessScope, 4_000),
+    lastError: null,
+    updatedAt: now,
+  };
+  if (existing) {
+    await assertAccess("crm-connection", existing.id, "editor");
+    await db
+      .update(schema.crmConnections)
+      .set(values)
+      .where(
+        and(
+          eq(schema.crmConnections.id, existing.id),
+          accessFilter(
+            schema.crmConnections,
+            schema.crmConnectionShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      );
+  } else {
+    await db.insert(schema.crmConnections).values({
+      id,
+      ...values,
+      ownerEmail: input.ownership.ownerEmail,
+      orgId: input.ownership.orgId,
+      visibility: input.ownership.visibility,
+      createdAt: now,
+    });
+  }
+  await initializeNativeCrmDomain(id);
+  return { id, label, accessScope, ...input.ownership };
+}
+
+export async function resolveNativeCrmAccessScope(input: {
+  connectionId: string;
+  objectType: string;
+}): Promise<CrmAccessScope | null> {
+  const connection = await loadNativeConnection(input.connectionId);
+  const db = getDb();
+  const [object] = await db
+    .select({ id: schema.crmObjects.id })
+    .from(schema.crmObjects)
+    .where(
+      and(
+        eq(schema.crmObjects.connectionId, connection.id),
+        eq(schema.crmObjects.objectType, input.objectType),
+        accessFilter(schema.crmObjects, schema.crmObjectShares),
+      ),
+    )
+    .limit(1);
+  return object ? scopeFromConnection(connection) : null;
+}
+
+async function fieldsForRecord(recordId: string, requested?: string[]) {
+  const db = getDb();
+  const rows = await db
+    .select({
+      fieldName: schema.crmRecordFields.fieldName,
+      valueType: schema.crmRecordFields.valueType,
+      stringValue: schema.crmRecordFields.stringValue,
+      numberValue: schema.crmRecordFields.numberValue,
+      booleanValue: schema.crmRecordFields.booleanValue,
+      jsonValue: schema.crmRecordFields.jsonValue,
+    })
+    .from(schema.crmRecordFields)
+    .where(
+      and(
+        eq(schema.crmRecordFields.recordId, recordId),
+        eq(schema.crmRecordFields.storagePolicy, "local-authoritative"),
+        accessFilter(schema.crmRecordFields, schema.crmRecordFieldShares),
+      ),
+    );
+  const allowed = requested?.length ? new Set(requested) : null;
+  return Object.fromEntries(
+    rows
+      .filter((field) => !allowed || allowed.has(field.fieldName))
+      .map((field) => [field.fieldName, fieldValue(field as StoredField)]),
+  ) as Record<string, CrmValue>;
+}
+
+async function materializeRecord(input: {
+  row: typeof schema.crmRecords.$inferSelect;
+  connection: NativeConnection;
+  fields?: string[];
+}): Promise<CrmRecord> {
+  const fields = await fieldsForRecord(input.row.id, input.fields);
+  const scope = scopeFromConnection(input.connection);
+  const observedAt = input.row.updatedAt;
+  return {
+    ref: {
+      connectionId: input.connection.id,
+      provider: "native",
+      accountId: input.connection.accountId ?? undefined,
+      actorId: scope.actorId,
+      objectType: input.row.objectType,
+      kind: input.row.kind as CrmObjectKind,
+      remoteId: input.row.remoteId,
+      localId: input.row.id,
+    },
+    displayName: input.row.displayName,
+    fields,
+    remoteRevision: input.row.remoteRevision ?? undefined,
+    remoteUpdatedAt: input.row.remoteUpdatedAt ?? undefined,
+    deleted: input.row.tombstone,
+    accessScope: scope,
+    provenance: Object.keys(fields).map((fieldName) => ({
+      provider: "native",
+      connectionId: input.connection.id,
+      objectType: input.row.objectType,
+      remoteId: input.row.remoteId,
+      fieldName,
+      remoteRevision: input.row.remoteRevision ?? undefined,
+      observedAt,
+    })),
+  };
+}
+
+const NATIVE_CAPABILITIES: CrmAdapterCapabilities = {
+  schemaDiscovery: true,
+  customObjects: true,
+  search: true,
+  incrementalSync: true,
+  deletedRecordSync: true,
+  conditionalMutations: true,
+  labeledRelationships: true,
+  perFieldPermissions: true,
+  perRecordPermissions: true,
+};
+
+export class NativeCrmAdapter implements CrmAdapter {
+  readonly capabilities = NATIVE_CAPABILITIES;
+  readonly connection: CrmConnectionRef;
+  readonly #nativeConnection: NativeConnection;
+  readonly #initiatedBy: "human" | "agent" | "automation";
+
+  constructor(
+    connection: NativeConnection,
+    initiatedBy: "human" | "agent" | "automation" = "agent",
+  ) {
+    this.#nativeConnection = connection;
+    this.#initiatedBy = initiatedBy;
+    const scope = scopeFromConnection(connection);
+    this.connection = {
+      connectionId: connection.id,
+      provider: "native",
+      ...(connection.accountId ? { accountId: connection.accountId } : {}),
+      ...(scope.actorId ? { actorId: scope.actorId } : {}),
+    };
+  }
+
+  getAccessScope(): CrmAccessScope {
+    return scopeFromConnection(this.#nativeConnection);
+  }
+
+  async discoverObjects(): Promise<CrmObjectDefinition[]> {
+    const db = getDb();
+    const objects = await db
+      .select()
+      .from(schema.crmObjects)
+      .where(
+        and(
+          eq(schema.crmObjects.connectionId, this.connection.connectionId),
+          eq(schema.crmObjects.provider, "native"),
+          accessFilter(schema.crmObjects, schema.crmObjectShares),
+        ),
+      )
+      .orderBy(asc(schema.crmObjects.objectType));
+    return Promise.all(
+      objects.map((object) => this.describeObject(object.objectType)),
+    );
+  }
+
+  async describeObject(objectType: string): Promise<CrmObjectDefinition> {
+    const db = getDb();
+    const [object] = await db
+      .select()
+      .from(schema.crmObjects)
+      .where(
+        and(
+          eq(schema.crmObjects.connectionId, this.connection.connectionId),
+          eq(schema.crmObjects.objectType, objectType),
+          accessFilter(schema.crmObjects, schema.crmObjectShares),
+        ),
+      )
+      .limit(1);
+    if (!object)
+      throw new Error(`Native CRM object ${objectType} is not registered.`);
+    const policies = await db
+      .select()
+      .from(schema.crmFieldPolicies)
+      .where(
+        and(
+          eq(
+            schema.crmFieldPolicies.connectionId,
+            this.connection.connectionId,
+          ),
+          eq(schema.crmFieldPolicies.objectType, objectType),
+          accessFilter(schema.crmFieldPolicies, schema.crmFieldPolicyShares),
+        ),
+      )
+      .orderBy(asc(schema.crmFieldPolicies.fieldName));
+    return {
+      ...this.connection,
+      objectType,
+      kind: object.kind as CrmObjectKind,
+      label: object.label,
+      pluralLabel: object.pluralLabel,
+      custom: object.custom,
+      queryable: object.queryable,
+      searchable: object.searchable,
+      createable: object.createable,
+      updateable: object.updateable,
+      deleteable: object.deleteable,
+      fields: policies.map((policy) => ({
+        name: policy.fieldName,
+        label: policy.label,
+        valueType: policy.valueType as CrmFieldDefinition["valueType"],
+        storagePolicy: "local-authoritative",
+        sensitive: policy.sensitive,
+        readable: policy.readable,
+        createable: policy.createable,
+        updateable: policy.updateable,
+        required: policy.required,
+      })),
+    };
+  }
+
+  async syncPage(input: {
+    scope: CrmSyncScope;
+    fieldAllowList: string[];
+    cursor?: string;
+    limit: number;
+  }): Promise<CrmSyncPage> {
+    const db = getDb();
+    const limit = Math.min(Math.max(input.limit, 1), MAX_PAGE_SIZE);
+    const offset = decodeCursor(input.cursor);
+    const conditions = [
+      eq(schema.crmRecords.connectionId, this.connection.connectionId),
+      eq(schema.crmRecords.provider, "native"),
+      eq(schema.crmRecords.objectType, input.scope.objectType),
+      accessFilter(schema.crmRecords, schema.crmRecordShares),
+    ];
+    if (!input.scope.includeDeleted)
+      conditions.push(eq(schema.crmRecords.tombstone, false));
+    if (input.scope.recordIds?.length)
+      conditions.push(
+        inArray(schema.crmRecords.remoteId, input.scope.recordIds),
+      );
+    if (input.scope.ownerIds?.length)
+      conditions.push(
+        inArray(schema.crmRecords.ownerRemoteId, input.scope.ownerIds),
+      );
+    if (input.scope.pipelineIds?.length)
+      conditions.push(
+        inArray(schema.crmRecords.pipelineId, input.scope.pipelineIds),
+      );
+    if (input.scope.updatedAfter)
+      conditions.push(
+        gt(schema.crmRecords.updatedAt, input.scope.updatedAfter),
+      );
+    if (input.scope.associatedRecordIds?.length) {
+      throw new Error(
+        "Native CRM sync does not infer associated-record cohorts; use explicit recordIds.",
+      );
+    }
+    const rows = await db
+      .select()
+      .from(schema.crmRecords)
+      .where(and(...conditions))
+      .orderBy(asc(schema.crmRecords.updatedAt), asc(schema.crmRecords.id))
+      .limit(limit + 1)
+      .offset(offset);
+    const page = rows.slice(0, limit);
+    return {
+      records: await Promise.all(
+        page.map((row) =>
+          materializeRecord({
+            row,
+            connection: this.#nativeConnection,
+            fields: input.fieldAllowList.slice(0, MAX_FIELDS),
+          }),
+        ),
+      ),
+      relationships: [],
+      ...(rows.length > limit
+        ? { nextCursor: encodeCursor(offset + limit) }
+        : {}),
+      complete: rows.length <= limit,
+    };
+  }
+
+  async getRecord(input: {
+    record: CrmRecordRef;
+    fields: string[];
+  }): Promise<CrmRecord | null> {
+    const db = getDb();
+    const conditions = [
+      eq(schema.crmRecords.connectionId, this.connection.connectionId),
+      eq(schema.crmRecords.provider, "native"),
+      eq(schema.crmRecords.objectType, input.record.objectType),
+      eq(schema.crmRecords.remoteId, input.record.remoteId),
+      accessFilter(schema.crmRecords, schema.crmRecordShares),
+    ];
+    if (input.record.localId)
+      conditions.push(eq(schema.crmRecords.id, input.record.localId));
+    const [row] = await db
+      .select()
+      .from(schema.crmRecords)
+      .where(and(...conditions))
+      .limit(1);
+    return row
+      ? materializeRecord({
+          row,
+          connection: this.#nativeConnection,
+          fields: input.fields.slice(0, MAX_FIELDS),
+        })
+      : null;
+  }
+
+  async search(input: {
+    objectTypes: string[];
+    query: string;
+    fields: string[];
+    limit: number;
+    cursor?: string;
+  }): Promise<CrmSyncPage> {
+    if (!input.objectTypes.length || input.objectTypes.length > 50)
+      throw new Error("Native CRM search requires 1 to 50 object types.");
+    const db = getDb();
+    const limit = Math.min(Math.max(input.limit, 1), MAX_PAGE_SIZE);
+    const offset = decodeCursor(input.cursor);
+    const query = input.query.trim().slice(0, 120);
+    const rows = await db
+      .select()
+      .from(schema.crmRecords)
+      .where(
+        and(
+          eq(schema.crmRecords.connectionId, this.connection.connectionId),
+          eq(schema.crmRecords.provider, "native"),
+          eq(schema.crmRecords.tombstone, false),
+          inArray(schema.crmRecords.objectType, input.objectTypes),
+          or(
+            like(schema.crmRecords.displayName, `%${query}%`),
+            like(schema.crmRecords.primaryEmail, `%${query}%`),
+            like(schema.crmRecords.domain, `%${query}%`),
+          ),
+          accessFilter(schema.crmRecords, schema.crmRecordShares),
+        ),
+      )
+      .orderBy(asc(schema.crmRecords.displayName), asc(schema.crmRecords.id))
+      .limit(limit + 1)
+      .offset(offset);
+    const page = rows.slice(0, limit);
+    return {
+      records: await Promise.all(
+        page.map((row) =>
+          materializeRecord({
+            row,
+            connection: this.#nativeConnection,
+            fields: input.fields.slice(0, MAX_FIELDS),
+          }),
+        ),
+      ),
+      relationships: [],
+      ...(rows.length > limit
+        ? { nextCursor: encodeCursor(offset + limit) }
+        : {}),
+      complete: rows.length <= limit,
+    };
+  }
+
+  async listRelationships(input: {
+    record: CrmRecordRef;
+    targetObjectTypes?: string[];
+    limit: number;
+    cursor?: string;
+  }): Promise<{
+    relationships: CrmRelationship[];
+    nextCursor?: string;
+    complete: boolean;
+  }> {
+    const source = await this.getRecord({ record: input.record, fields: [] });
+    if (!source?.ref.localId) return { relationships: [], complete: true };
+    const db = getDb();
+    const limit = Math.min(Math.max(input.limit, 1), MAX_PAGE_SIZE);
+    const rows = await db
+      .select()
+      .from(schema.crmRelationships)
+      .where(
+        and(
+          eq(
+            schema.crmRelationships.connectionId,
+            this.connection.connectionId,
+          ),
+          eq(schema.crmRelationships.fromRecordId, source.ref.localId),
+          eq(schema.crmRelationships.tombstone, false),
+          accessFilter(schema.crmRelationships, schema.crmRelationshipShares),
+        ),
+      )
+      .orderBy(asc(schema.crmRelationships.id))
+      .limit(limit + 1)
+      .offset(decodeCursor(input.cursor));
+    const page = rows.slice(0, limit);
+    const targetIds = page.map((row) => row.toRecordId);
+    if (!targetIds.length)
+      return { relationships: [], complete: rows.length <= limit };
+    const targets = await db
+      .select()
+      .from(schema.crmRecords)
+      .where(
+        and(
+          inArray(schema.crmRecords.id, targetIds),
+          eq(schema.crmRecords.connectionId, this.connection.connectionId),
+          eq(schema.crmRecords.tombstone, false),
+          accessFilter(schema.crmRecords, schema.crmRecordShares),
+        ),
+      );
+    const byId = new Map(targets.map((target) => [target.id, target]));
+    const relationships = page.flatMap((relationship) => {
+      const target = byId.get(relationship.toRecordId);
+      if (
+        !target ||
+        (input.targetObjectTypes?.length &&
+          !input.targetObjectTypes.includes(target.objectType))
+      )
+        return [];
+      return [
+        {
+          from: source.ref,
+          to: {
+            ...this.connection,
+            objectType: target.objectType,
+            kind: target.kind as CrmObjectKind,
+            remoteId: target.remoteId,
+            localId: target.id,
+          },
+          relationshipType: relationship.relationshipType,
+          ...(relationship.label ? { label: relationship.label } : {}),
+          ...(relationship.inverseLabel
+            ? { inverseLabel: relationship.inverseLabel }
+            : {}),
+          ...(relationship.sourceField
+            ? { sourceField: relationship.sourceField }
+            : {}),
+        },
+      ];
+    });
+    const offset = decodeCursor(input.cursor);
+    return {
+      relationships,
+      ...(rows.length > limit
+        ? { nextCursor: encodeCursor(offset + limit) }
+        : {}),
+      complete: rows.length <= limit,
+    };
+  }
+
+  async applyMutation(mutation: CrmMutation): Promise<CrmMutationResult> {
+    if (
+      mutation.record.connectionId !== this.connection.connectionId ||
+      mutation.record.provider !== "native"
+    ) {
+      return {
+        status: "rejected",
+        message: "Native CRM mutations must target this native connection.",
+      };
+    }
+    if (!mutation.idempotencyKey || mutation.idempotencyKey.length > 256) {
+      return {
+        status: "rejected",
+        message: "Native CRM mutations require a bounded idempotency key.",
+      };
+    }
+    const fields = mutationFields(mutation);
+    if (mutation.operation === "create")
+      return this.createRecord(mutation, fields);
+    if (mutation.operation === "update")
+      return this.updateRecord(mutation, fields);
+    if (mutation.operation === "delete") return this.deleteRecord(mutation);
+    if (
+      mutation.operation === "associate" ||
+      mutation.operation === "disassociate"
+    ) {
+      return this.mutateRelationship(mutation);
+    }
+    return { status: "rejected", message: "Unsupported native CRM mutation." };
+  }
+
+  private async replayOrStart(mutation: CrmMutation, patchJson: string) {
+    const db = getDb();
+    const [existing] = await db
+      .select()
+      .from(schema.crmMutations)
+      .where(
+        and(
+          eq(schema.crmMutations.idempotencyKey, mutation.idempotencyKey),
+          accessFilter(schema.crmMutations, schema.crmMutationShares),
+        ),
+      )
+      .limit(1);
+    if (!existing) return null;
+    if (
+      existing.operation !== mutation.operation ||
+      existing.patchJson !== patchJson
+    ) {
+      throw new Error(
+        "Native CRM idempotency key was already used for a different mutation.",
+      );
+    }
+    if (existing.status === "conflict")
+      return {
+        status: "conflict" as const,
+        message: existing.error ?? undefined,
+      };
+    const record = existing.recordId
+      ? await this.getRecord({
+          record: { ...mutation.record, localId: existing.recordId },
+          fields: [],
+        })
+      : null;
+    return {
+      status: "applied" as const,
+      ...(record ? { record, remoteRevision: record.remoteRevision } : {}),
+    };
+  }
+
+  private async createRecord(
+    mutation: CrmMutation,
+    fields: Record<string, CrmValue>,
+  ): Promise<CrmMutationResult> {
+    const objectType = mutation.record.objectType;
+    await ensureNativeObject({
+      connection: this.#nativeConnection,
+      objectType,
+      fields: Object.entries(fields).map(([name, value]) =>
+        nativeField(name, valueType(value)),
+      ),
+    });
+    const patchJson = json({ fields });
+    const replay = await this.replayOrStart(mutation, patchJson);
+    if (replay) return replay;
+    const db = getDb();
+    const remoteId = mutation.record.remoteId || crypto.randomUUID();
+    const recordId = crypto.randomUUID();
+    const now = new Date().toISOString();
+    const revision = "1";
+    try {
+      await db.transaction(async (tx) => {
+        const [duplicate] = await tx
+          .select({ id: schema.crmRecords.id })
+          .from(schema.crmRecords)
+          .where(
+            and(
+              eq(schema.crmRecords.connectionId, this.connection.connectionId),
+              eq(schema.crmRecords.objectType, objectType),
+              eq(schema.crmRecords.remoteId, remoteId),
+              accessFilter(schema.crmRecords, schema.crmRecordShares),
+            ),
+          )
+          .limit(1);
+        if (duplicate) throw new Error("NATIVE_CRM_DUPLICATE_RECORD");
+        await tx.insert(schema.crmRecords).values({
+          id: recordId,
+          connectionId: this.connection.connectionId,
+          provider: "native",
+          objectType,
+          kind: kindForObject(objectType),
+          remoteId,
+          ...summaryColumns(fields, remoteId),
+          remoteRevision: revision,
+          remoteUpdatedAt: now,
+          accessScopeKey: this.getAccessScope().key,
+          accessScopeJson: json(this.getAccessScope(), 4_000),
+          tombstone: false,
+          ownerEmail: this.#nativeConnection.ownerEmail,
+          orgId: this.#nativeConnection.orgId,
+          visibility: this.#nativeConnection.visibility,
+          createdAt: now,
+          updatedAt: now,
+        });
+        for (const [fieldName, value] of Object.entries(fields)) {
+          await tx.insert(schema.crmRecordFields).values({
+            id: crypto.randomUUID(),
+            recordId,
+            fieldName,
+            valueType: valueType(value),
+            storagePolicy: "local-authoritative",
+            ...fieldColumns(value),
+            provenanceJson: json(
+              [
+                {
+                  provider: "native",
+                  connectionId: this.connection.connectionId,
+                  objectType,
+                  remoteId,
+                  fieldName,
+                  remoteRevision: revision,
+                  observedAt: now,
+                },
+              ],
+              4_000,
+            ),
+            accessScopeKey: this.getAccessScope().key,
+            accessScopeJson: json(this.getAccessScope(), 4_000),
+            remoteRevision: revision,
+            ownerEmail: this.#nativeConnection.ownerEmail,
+            orgId: this.#nativeConnection.orgId,
+            visibility: this.#nativeConnection.visibility,
+            createdAt: now,
+            updatedAt: now,
+          });
+        }
+        await tx.insert(schema.crmMutations).values({
+          id: crypto.randomUUID(),
+          recordId,
+          connectionId: this.connection.connectionId,
+          operation: "create",
+          initiatedBy: this.#initiatedBy,
+          target: "local",
+          policyDecision: "execute",
+          risk: "routine",
+          status: "applied",
+          patchJson,
+          beforeJson: "{}",
+          afterJson: json({ remoteId, revision }),
+          idempotencyKey: mutation.idempotencyKey,
+          providerRemoteRevision: revision,
+          appliedAt: now,
+          ownerEmail: this.#nativeConnection.ownerEmail,
+          orgId: this.#nativeConnection.orgId,
+          visibility: this.#nativeConnection.visibility,
+          createdAt: now,
+          updatedAt: now,
+        });
+      });
+    } catch (error) {
+      if (
+        error instanceof Error &&
+        error.message === "NATIVE_CRM_DUPLICATE_RECORD"
+      )
+        return {
+          status: "conflict",
+          message: "A native CRM record with this id already exists.",
+        };
+      throw error;
+    }
+    const record = await this.getRecord({
+      record: { ...mutation.record, remoteId, localId: recordId },
+      fields: Object.keys(fields),
+    });
+    return record
+      ? { status: "applied", record, remoteRevision: revision }
+      : { status: "rejected", message: "Native CRM record was not persisted." };
+  }
+
+  private async updateRecord(
+    mutation: CrmMutation,
+    fields: Record<string, CrmValue>,
+  ): Promise<CrmMutationResult> {
+    await ensureNativeObject({
+      connection: this.#nativeConnection,
+      objectType: mutation.record.objectType,
+      fields: Object.entries(fields).map(([name, value]) =>
+        nativeField(name, valueType(value)),
+      ),
+    });
+    const patchJson = json({ fields });
+    const replay = await this.replayOrStart(mutation, patchJson);
+    if (replay) return replay;
+    const db = getDb();
+    const [record] = await db
+      .select()
+      .from(schema.crmRecords)
+      .where(
+        and(
+          eq(schema.crmRecords.connectionId, this.connection.connectionId),
+          eq(schema.crmRecords.objectType, mutation.record.objectType),
+          eq(schema.crmRecords.remoteId, mutation.record.remoteId),
+          accessFilter(
+            schema.crmRecords,
+            schema.crmRecordShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      )
+      .limit(1);
+    if (!record || record.tombstone)
+      return {
+        status: "rejected",
+        message: "Native CRM record is unavailable.",
+      };
+    await assertAccess("crm-record", record.id, "editor");
+    if (
+      mutation.expectedRemoteRevision &&
+      mutation.expectedRemoteRevision !== record.remoteRevision
+    )
+      return {
+        status: "conflict",
+        message: "Native CRM record revision changed.",
+      };
+    const current = await fieldsForRecord(record.id);
+    const merged = { ...current, ...fields };
+    const revision = nextNativeRevision(record.remoteRevision);
+    const now = new Date().toISOString();
+    const revisionGuard =
+      record.remoteRevision === null
+        ? isNull(schema.crmRecords.remoteRevision)
+        : eq(schema.crmRecords.remoteRevision, record.remoteRevision);
+    try {
+      await db.transaction(async (tx) => {
+        const guarded = await tx
+          .update(schema.crmRecords)
+          .set({
+            ...summaryColumns(merged, record.remoteId),
+            remoteRevision: revision,
+            remoteUpdatedAt: now,
+            updatedAt: now,
+          })
+          .where(
+            and(
+              eq(schema.crmRecords.id, record.id),
+              revisionGuard,
+              accessFilter(
+                schema.crmRecords,
+                schema.crmRecordShares,
+                undefined,
+                "editor",
+              ),
+            ),
+          )
+          .returning({ id: schema.crmRecords.id });
+        if (guarded.length !== 1)
+          throw new Error("NATIVE_CRM_REVISION_CONFLICT");
+        for (const [fieldName, value] of Object.entries(fields)) {
+          const [existing] = await tx
+            .select({ id: schema.crmRecordFields.id })
+            .from(schema.crmRecordFields)
+            .where(
+              and(
+                eq(schema.crmRecordFields.recordId, record.id),
+                eq(schema.crmRecordFields.fieldName, fieldName),
+                accessFilter(
+                  schema.crmRecordFields,
+                  schema.crmRecordFieldShares,
+                  undefined,
+                  "editor",
+                ),
+              ),
+            )
+            .limit(1);
+          const values = {
+            valueType: valueType(value),
+            storagePolicy: "local-authoritative" as const,
+            ...fieldColumns(value),
+            provenanceJson: json(
+              [
+                {
+                  provider: "native",
+                  connectionId: this.connection.connectionId,
+                  objectType: record.objectType,
+                  remoteId: record.remoteId,
+                  fieldName,
+                  remoteRevision: revision,
+                  observedAt: now,
+                },
+              ],
+              4_000,
+            ),
+            accessScopeKey: this.getAccessScope().key,
+            accessScopeJson: json(this.getAccessScope(), 4_000),
+            remoteRevision: revision,
+            updatedAt: now,
+          };
+          if (existing) {
+            await tx
+              .update(schema.crmRecordFields)
+              .set(values)
+              .where(
+                and(
+                  eq(schema.crmRecordFields.id, existing.id),
+                  accessFilter(
+                    schema.crmRecordFields,
+                    schema.crmRecordFieldShares,
+                    undefined,
+                    "editor",
+                  ),
+                ),
+              );
+          } else {
+            await tx.insert(schema.crmRecordFields).values({
+              id: crypto.randomUUID(),
+              recordId: record.id,
+              fieldName,
+              ...values,
+              ownerEmail: record.ownerEmail,
+              orgId: record.orgId,
+              visibility: record.visibility,
+              createdAt: now,
+            });
+          }
+        }
+        await tx.insert(schema.crmMutations).values({
+          id: crypto.randomUUID(),
+          recordId: record.id,
+          connectionId: this.connection.connectionId,
+          operation: "update",
+          initiatedBy: this.#initiatedBy,
+          target: "local",
+          policyDecision: "execute",
+          risk: "routine",
+          status: "applied",
+          patchJson,
+          beforeJson: json({ remoteRevision: record.remoteRevision }),
+          afterJson: json({ remoteRevision: revision }),
+          idempotencyKey: mutation.idempotencyKey,
+          expectedRemoteRevision: mutation.expectedRemoteRevision ?? null,
+          providerRemoteRevision: revision,
+          appliedAt: now,
+          ownerEmail: record.ownerEmail,
+          orgId: record.orgId,
+          visibility: record.visibility,
+          createdAt: now,
+          updatedAt: now,
+        });
+      });
+    } catch (error) {
+      if (
+        error instanceof Error &&
+        error.message === "NATIVE_CRM_REVISION_CONFLICT"
+      )
+        return {
+          status: "conflict",
+          message: "Native CRM record revision changed.",
+        };
+      throw error;
+    }
+    const updated = await this.getRecord({
+      record: mutation.record,
+      fields: Object.keys(merged),
+    });
+    return updated
+      ? { status: "applied", record: updated, remoteRevision: revision }
+      : { status: "rejected", message: "Native CRM record was not updated." };
+  }
+
+  private async deleteRecord(
+    mutation: CrmMutation,
+  ): Promise<CrmMutationResult> {
+    const patchJson = "{}";
+    const replay = await this.replayOrStart(mutation, patchJson);
+    if (replay) return replay;
+    const db = getDb();
+    const [record] = await db
+      .select()
+      .from(schema.crmRecords)
+      .where(
+        and(
+          eq(schema.crmRecords.connectionId, this.connection.connectionId),
+          eq(schema.crmRecords.objectType, mutation.record.objectType),
+          eq(schema.crmRecords.remoteId, mutation.record.remoteId),
+          accessFilter(
+            schema.crmRecords,
+            schema.crmRecordShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      )
+      .limit(1);
+    if (!record)
+      return {
+        status: "rejected",
+        message: "Native CRM record is unavailable.",
+      };
+    await assertAccess("crm-record", record.id, "editor");
+    if (
+      mutation.expectedRemoteRevision &&
+      mutation.expectedRemoteRevision !== record.remoteRevision
+    )
+      return {
+        status: "conflict",
+        message: "Native CRM record revision changed.",
+      };
+    const revision = nextNativeRevision(record.remoteRevision);
+    const now = new Date().toISOString();
+    const revisionGuard =
+      record.remoteRevision === null
+        ? isNull(schema.crmRecords.remoteRevision)
+        : eq(schema.crmRecords.remoteRevision, record.remoteRevision);
+    try {
+      await db.transaction(async (tx) => {
+        const guarded = await tx
+          .update(schema.crmRecords)
+          .set({
+            tombstone: true,
+            remoteRevision: revision,
+            remoteUpdatedAt: now,
+            updatedAt: now,
+          })
+          .where(
+            and(
+              eq(schema.crmRecords.id, record.id),
+              revisionGuard,
+              accessFilter(
+                schema.crmRecords,
+                schema.crmRecordShares,
+                undefined,
+                "editor",
+              ),
+            ),
+          )
+          .returning({ id: schema.crmRecords.id });
+        if (guarded.length !== 1)
+          throw new Error("NATIVE_CRM_REVISION_CONFLICT");
+        const relationships = await tx
+          .select({ id: schema.crmRelationships.id })
+          .from(schema.crmRelationships)
+          .where(
+            and(
+              eq(
+                schema.crmRelationships.connectionId,
+                this.connection.connectionId,
+              ),
+              or(
+                eq(schema.crmRelationships.fromRecordId, record.id),
+                eq(schema.crmRelationships.toRecordId, record.id),
+              ),
+              accessFilter(
+                schema.crmRelationships,
+                schema.crmRelationshipShares,
+                undefined,
+                "editor",
+              ),
+            ),
+          );
+        for (const relationship of relationships) {
+          await assertAccess("crm-relationship", relationship.id, "editor");
+          await tx
+            .update(schema.crmRelationships)
+            .set({ tombstone: true, updatedAt: now })
+            .where(
+              and(
+                eq(schema.crmRelationships.id, relationship.id),
+                accessFilter(
+                  schema.crmRelationships,
+                  schema.crmRelationshipShares,
+                  undefined,
+                  "editor",
+                ),
+              ),
+            );
+        }
+        await tx.insert(schema.crmMutations).values({
+          id: crypto.randomUUID(),
+          recordId: record.id,
+          connectionId: this.connection.connectionId,
+          operation: "delete",
+          initiatedBy: this.#initiatedBy,
+          target: "local",
+          policyDecision: "execute",
+          risk: "routine",
+          status: "applied",
+          patchJson,
+          beforeJson: json({ remoteRevision: record.remoteRevision }),
+          afterJson: json({ remoteRevision: revision, tombstone: true }),
+          idempotencyKey: mutation.idempotencyKey,
+          expectedRemoteRevision: mutation.expectedRemoteRevision ?? null,
+          providerRemoteRevision: revision,
+          appliedAt: now,
+          ownerEmail: record.ownerEmail,
+          orgId: record.orgId,
+          visibility: record.visibility,
+          createdAt: now,
+          updatedAt: now,
+        });
+      });
+    } catch (error) {
+      if (
+        error instanceof Error &&
+        error.message === "NATIVE_CRM_REVISION_CONFLICT"
+      )
+        return {
+          status: "conflict",
+          message: "Native CRM record revision changed.",
+        };
+      throw error;
+    }
+    const deleted = await this.getRecord({
+      record: mutation.record,
+      fields: [],
+    });
+    return {
+      status: "applied",
+      ...(deleted ? { record: deleted } : {}),
+      remoteRevision: revision,
+    };
+  }
+
+  private async mutateRelationship(
+    mutation: CrmMutation,
+  ): Promise<CrmMutationResult> {
+    if (!mutation.relationship)
+      return {
+        status: "rejected",
+        message: "Native relationship mutations require an edge.",
+      };
+    const patchJson = json({ relationship: mutation.relationship });
+    const replay = await this.replayOrStart(mutation, patchJson);
+    if (replay) return replay;
+    const from = await this.getRecord({
+      record: mutation.relationship.from,
+      fields: [],
+    });
+    const to = await this.getRecord({
+      record: mutation.relationship.to,
+      fields: [],
+    });
+    if (!from?.ref.localId || !to?.ref.localId)
+      return {
+        status: "rejected",
+        message: "Native relationship records are unavailable.",
+      };
+    await assertAccess("crm-record", from.ref.localId, "editor");
+    await assertAccess("crm-record", to.ref.localId, "editor");
+    const db = getDb();
+    const now = new Date().toISOString();
+    await db.transaction(async (tx) => {
+      const [existing] = await tx
+        .select({ id: schema.crmRelationships.id })
+        .from(schema.crmRelationships)
+        .where(
+          and(
+            eq(
+              schema.crmRelationships.connectionId,
+              this.connection.connectionId,
+            ),
+            eq(schema.crmRelationships.fromRecordId, from.ref.localId!),
+            eq(schema.crmRelationships.toRecordId, to.ref.localId!),
+            eq(
+              schema.crmRelationships.relationshipType,
+              mutation.relationship!.relationshipType,
+            ),
+            accessFilter(
+              schema.crmRelationships,
+              schema.crmRelationshipShares,
+              undefined,
+              "editor",
+            ),
+          ),
+        )
+        .limit(1);
+      if (existing) {
+        await assertAccess("crm-relationship", existing.id, "editor");
+        await tx
+          .update(schema.crmRelationships)
+          .set({
+            tombstone: mutation.operation === "disassociate",
+            label: mutation.relationship!.label ?? null,
+            inverseLabel: mutation.relationship!.inverseLabel ?? null,
+            sourceField: mutation.relationship!.sourceField ?? null,
+            updatedAt: now,
+          })
+          .where(
+            and(
+              eq(schema.crmRelationships.id, existing.id),
+              accessFilter(
+                schema.crmRelationships,
+                schema.crmRelationshipShares,
+                undefined,
+                "editor",
+              ),
+            ),
+          );
+      } else if (mutation.operation === "associate") {
+        await tx.insert(schema.crmRelationships).values({
+          id: crypto.randomUUID(),
+          connectionId: this.connection.connectionId,
+          fromRecordId: from.ref.localId!,
+          toRecordId: to.ref.localId!,
+          relationshipType: mutation.relationship!.relationshipType,
+          label: mutation.relationship!.label ?? null,
+          inverseLabel: mutation.relationship!.inverseLabel ?? null,
+          sourceField: mutation.relationship!.sourceField ?? null,
+          tombstone: false,
+          ownerEmail: this.#nativeConnection.ownerEmail,
+          orgId: this.#nativeConnection.orgId,
+          visibility: this.#nativeConnection.visibility,
+          createdAt: now,
+          updatedAt: now,
+        });
+      }
+      await tx.insert(schema.crmMutations).values({
+        id: crypto.randomUUID(),
+        recordId: from.ref.localId,
+        connectionId: this.connection.connectionId,
+        operation: mutation.operation,
+        initiatedBy: this.#initiatedBy,
+        target: "local",
+        policyDecision: "execute",
+        risk: "routine",
+        status: "applied",
+        patchJson,
+        beforeJson: "{}",
+        afterJson: json({ relationship: mutation.operation }),
+        idempotencyKey: mutation.idempotencyKey,
+        appliedAt: now,
+        ownerEmail: this.#nativeConnection.ownerEmail,
+        orgId: this.#nativeConnection.orgId,
+        visibility: this.#nativeConnection.visibility,
+        createdAt: now,
+        updatedAt: now,
+      });
+    });
+    return {
+      status: "applied",
+      record: from,
+      remoteRevision: from.remoteRevision,
+    };
+  }
+}
+
+export async function createNativeCrmAdapter(options: {
+  connectionId: string;
+  initiatedBy?: "human" | "agent" | "automation";
+  accessTier?: "viewer" | "editor";
+}): Promise<NativeCrmAdapter> {
+  const accessTier = options.accessTier ?? "editor";
+  const connection = await loadNativeConnection(
+    options.connectionId,
+    accessTier,
+  );
+  if (accessTier === "editor") {
+    await initializeNativeCrmDomain(options.connectionId);
+  }
+  return new NativeCrmAdapter(connection, options.initiatedBy);
+}
+
+export async function createNativeCrmRecord(input: {
+  connectionId: string;
+  kind: "account" | "person" | "opportunity";
+  displayName: string;
+  fields: Record<string, CrmValue>;
+  idempotencyKey?: string;
+  initiatedBy?: "human" | "agent" | "automation";
+}) {
+  const objectType =
+    input.kind === "account"
+      ? "accounts"
+      : input.kind === "person"
+        ? "people"
+        : "opportunities";
+  const adapter = await createNativeCrmAdapter({
+    connectionId: input.connectionId,
+    initiatedBy: input.initiatedBy,
+  });
+  return adapter.applyMutation({
+    operation: "create",
+    record: {
+      ...adapter.connection,
+      objectType,
+      kind: input.kind,
+      remoteId: `native-${crypto.randomUUID()}`,
+    },
+    fields: { ...input.fields, displayName: input.displayName },
+    idempotencyKey: input.idempotencyKey ?? crypto.randomUUID(),
+  });
+}