@agent-native/core 0.122.4 → 0.123.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1595) hide show
  1. package/corpus/README.md +2 -2
  2. package/corpus/core/CHANGELOG.md +554 -0
  3. package/corpus/core/docs/content/actions.mdx +33 -20
  4. package/corpus/core/docs/content/agent-mentions.mdx +30 -19
  5. package/corpus/core/docs/content/agent-native-toolkit.mdx +8 -6
  6. package/corpus/core/docs/content/agent-resources.mdx +11 -0
  7. package/corpus/core/docs/content/agent-surfaces.mdx +41 -30
  8. package/corpus/core/docs/content/audit-log.mdx +78 -0
  9. package/corpus/core/docs/content/authentication.mdx +7 -5
  10. package/corpus/core/docs/content/automations.mdx +15 -9
  11. package/corpus/core/docs/content/client.mdx +11 -11
  12. package/corpus/core/docs/content/cloneable-saas.mdx +7 -1
  13. package/corpus/core/docs/content/code-agents-ui.mdx +9 -1
  14. package/corpus/core/docs/content/components.mdx +7 -0
  15. package/corpus/core/docs/content/context-awareness.mdx +1 -0
  16. package/corpus/core/docs/content/creating-templates.mdx +9 -1
  17. package/corpus/core/docs/content/custom-design-system.mdx +8 -0
  18. package/corpus/core/docs/content/data-programs.mdx +6 -0
  19. package/corpus/core/docs/content/deployment.mdx +2 -0
  20. package/corpus/core/docs/content/doctor.mdx +5 -3
  21. package/corpus/core/docs/content/extensions.mdx +26 -0
  22. package/corpus/core/docs/content/external-agents-catalog.mdx +533 -0
  23. package/corpus/core/docs/content/external-agents.mdx +20 -514
  24. package/corpus/core/docs/content/faq.mdx +2 -2
  25. package/corpus/core/docs/content/file-uploads.mdx +44 -0
  26. package/corpus/core/docs/content/frames.mdx +2 -2
  27. package/corpus/core/docs/content/generative-ui.mdx +8 -0
  28. package/corpus/core/docs/content/getting-started.mdx +45 -17
  29. package/corpus/core/docs/content/human-approval.mdx +9 -0
  30. package/corpus/core/docs/content/integrations.mdx +4 -3
  31. package/corpus/core/docs/content/internationalization.mdx +4 -11
  32. package/corpus/core/docs/content/key-concepts.mdx +1 -1
  33. package/corpus/core/docs/content/local-file-mode.mdx +5 -0
  34. package/corpus/core/docs/content/mcp-apps.mdx +2 -1
  35. package/corpus/core/docs/content/mcp-clients.mdx +32 -1
  36. package/corpus/core/docs/content/mcp-protocol.mdx +4 -3
  37. package/corpus/core/docs/content/messaging-internals.mdx +328 -0
  38. package/corpus/core/docs/content/messaging-recipes.mdx +194 -0
  39. package/corpus/core/docs/content/messaging.mdx +9 -307
  40. package/corpus/core/docs/content/multi-app-workspace.mdx +1 -1
  41. package/corpus/core/docs/content/multi-tenancy.mdx +1 -0
  42. package/corpus/core/docs/content/native-chat-ui.mdx +8 -0
  43. package/corpus/core/docs/content/notifications.mdx +18 -20
  44. package/corpus/core/docs/content/observability.mdx +1 -0
  45. package/corpus/core/docs/content/onboarding.mdx +20 -6
  46. package/corpus/core/docs/content/organizations-teams-permissions.mdx +99 -124
  47. package/corpus/core/docs/content/package-lifecycle.mdx +19 -7
  48. package/corpus/core/docs/content/progress.mdx +11 -0
  49. package/corpus/core/docs/content/real-time-collaboration.mdx +44 -3
  50. package/corpus/core/docs/content/recurring-jobs.mdx +14 -1
  51. package/corpus/core/docs/content/security.mdx +5 -2
  52. package/corpus/core/docs/content/server.mdx +2 -1
  53. package/corpus/core/docs/content/sharing.mdx +22 -3
  54. package/corpus/core/docs/content/skills-guide.mdx +62 -19
  55. package/corpus/core/docs/content/syncing-template-changes.mdx +9 -0
  56. package/corpus/core/docs/content/template-analytics-connectors.mdx +75 -0
  57. package/corpus/core/docs/content/template-analytics-dashboards.mdx +106 -0
  58. package/corpus/core/docs/content/template-analytics-developers.mdx +287 -0
  59. package/corpus/core/docs/content/template-analytics-monitoring-and-sessions.mdx +109 -0
  60. package/corpus/core/docs/content/template-analytics.mdx +21 -263
  61. package/corpus/core/docs/content/template-assets-developers.mdx +456 -0
  62. package/corpus/core/docs/content/template-assets-generation.mdx +147 -0
  63. package/corpus/core/docs/content/template-assets-integrations.mdx +319 -0
  64. package/corpus/core/docs/content/template-assets-presets.mdx +185 -0
  65. package/corpus/core/docs/content/template-assets.mdx +12 -562
  66. package/corpus/core/docs/content/template-brain-agent.mdx +103 -0
  67. package/corpus/core/docs/content/template-brain-developers.mdx +379 -0
  68. package/corpus/core/docs/content/template-brain-knowledge.mdx +50 -0
  69. package/corpus/core/docs/content/template-brain-sources.mdx +163 -0
  70. package/corpus/core/docs/content/template-brain.mdx +30 -390
  71. package/corpus/core/docs/content/template-calendar-agent.mdx +133 -0
  72. package/corpus/core/docs/content/template-calendar-booking-links.mdx +73 -0
  73. package/corpus/core/docs/content/template-calendar-developers.mdx +366 -0
  74. package/corpus/core/docs/content/template-calendar-scheduling.mdx +128 -0
  75. package/corpus/core/docs/content/template-calendar.mdx +13 -260
  76. package/corpus/core/docs/content/template-chat-developers.mdx +88 -0
  77. package/corpus/core/docs/content/template-chat-first-edits.mdx +145 -0
  78. package/corpus/core/docs/content/template-chat.mdx +12 -77
  79. package/corpus/core/docs/content/template-clips-ai-and-editing.mdx +114 -0
  80. package/corpus/core/docs/content/template-clips-capture-everywhere.mdx +120 -0
  81. package/corpus/core/docs/content/template-clips-developers.mdx +373 -0
  82. package/corpus/core/docs/content/template-clips-sharing-and-teams.mdx +182 -0
  83. package/corpus/core/docs/content/template-clips.mdx +19 -508
  84. package/corpus/core/docs/content/template-content-databases.mdx +406 -0
  85. package/corpus/core/docs/content/template-content-developers.mdx +364 -0
  86. package/corpus/core/docs/content/template-content-editing.mdx +60 -0
  87. package/corpus/core/docs/content/template-content-sync.mdx +149 -0
  88. package/corpus/core/docs/content/template-content.mdx +21 -561
  89. package/corpus/core/docs/content/template-design-brand-and-figma.mdx +150 -0
  90. package/corpus/core/docs/content/template-design-collaboration-and-full-apps.mdx +125 -0
  91. package/corpus/core/docs/content/template-design-developers.mdx +358 -0
  92. package/corpus/core/docs/content/template-design-quality-and-components.mdx +95 -0
  93. package/corpus/core/docs/content/template-design.mdx +20 -344
  94. package/corpus/core/docs/content/template-dispatch-developers.mdx +121 -0
  95. package/corpus/core/docs/content/template-dispatch-messaging-routing.mdx +114 -0
  96. package/corpus/core/docs/content/template-dispatch-operations.mdx +160 -0
  97. package/corpus/core/docs/content/template-dispatch-vault-integrations.mdx +316 -0
  98. package/corpus/core/docs/content/template-dispatch.mdx +24 -283
  99. package/corpus/core/docs/content/template-forms-building-publishing.mdx +135 -0
  100. package/corpus/core/docs/content/template-forms-developers.mdx +195 -0
  101. package/corpus/core/docs/content/template-forms-responses.mdx +120 -0
  102. package/corpus/core/docs/content/template-forms.mdx +21 -230
  103. package/corpus/core/docs/content/template-mail-agent.mdx +114 -0
  104. package/corpus/core/docs/content/template-mail-developers.mdx +356 -0
  105. package/corpus/core/docs/content/template-mail-drafts-and-queue.mdx +103 -0
  106. package/corpus/core/docs/content/template-mail-inbox.mdx +118 -0
  107. package/corpus/core/docs/content/template-mail.mdx +23 -274
  108. package/corpus/core/docs/content/template-plan-automations.mdx +213 -0
  109. package/corpus/core/docs/content/template-plan-developers.mdx +703 -0
  110. package/corpus/core/docs/content/template-plan-local-and-desktop.mdx +236 -0
  111. package/corpus/core/docs/content/template-plan-review-workflow.mdx +180 -0
  112. package/corpus/core/docs/content/template-plan.mdx +60 -910
  113. package/corpus/core/docs/content/template-slides-agent.mdx +102 -0
  114. package/corpus/core/docs/content/template-slides-design-and-media.mdx +94 -0
  115. package/corpus/core/docs/content/template-slides-developers.mdx +488 -0
  116. package/corpus/core/docs/content/template-slides-editing.mdx +56 -0
  117. package/corpus/core/docs/content/template-slides.mdx +20 -362
  118. package/corpus/core/docs/content/toolkit-capability-packages.mdx +38 -13
  119. package/corpus/core/docs/content/toolkit-context-knowledge.mdx +49 -9
  120. package/corpus/core/docs/content/toolkit-editors-canvases.mdx +72 -10
  121. package/corpus/core/docs/content/toolkit-resources.mdx +16 -0
  122. package/corpus/core/docs/content/toolkit-settings.mdx +3 -3
  123. package/corpus/core/docs/content/toolkit-sharing.mdx +5 -7
  124. package/corpus/core/docs/content/using-your-agent.mdx +25 -2
  125. package/corpus/core/docs/content/voice-input.mdx +11 -7
  126. package/corpus/core/docs/content/what-is-agent-native.mdx +1 -0
  127. package/corpus/core/docs/content/workspace-connections.mdx +21 -11
  128. package/corpus/core/docs/content/workspace-management.mdx +1 -1
  129. package/corpus/core/package.json +1 -3
  130. package/corpus/core/src/a2a/client.ts +4 -2
  131. package/corpus/core/src/agent/action-warnings.ts +103 -0
  132. package/corpus/core/src/agent/durable-background.ts +42 -5
  133. package/corpus/core/src/agent/engine/ai-sdk-engine.ts +58 -6
  134. package/corpus/core/src/agent/engine/anthropic-engine.ts +51 -8
  135. package/corpus/core/src/agent/engine/builder-engine.ts +56 -18
  136. package/corpus/core/src/agent/engine/continuation-dispatch-retry.ts +10 -9
  137. package/corpus/core/src/agent/engine/credential-errors.ts +11 -0
  138. package/corpus/core/src/agent/engine/error-detail.ts +39 -0
  139. package/corpus/core/src/agent/engine/prompt-cache.ts +44 -0
  140. package/corpus/core/src/agent/engine/registry.ts +22 -30
  141. package/corpus/core/src/agent/engine/tool-call-journal-seed.ts +2 -1
  142. package/corpus/core/src/agent/engine/translate-anthropic.ts +99 -0
  143. package/corpus/core/src/agent/loop-settings.ts +94 -7
  144. package/corpus/core/src/agent/production-agent.ts +667 -157
  145. package/corpus/core/src/agent/run-loop-with-resume.ts +27 -1
  146. package/corpus/core/src/agent/run-manager.ts +229 -39
  147. package/corpus/core/src/agent/run-store.ts +397 -64
  148. package/corpus/core/src/agent/thread-data-builder.ts +5 -1
  149. package/corpus/core/src/agent/types.ts +23 -6
  150. package/corpus/core/src/application-state/script-helpers.ts +5 -2
  151. package/corpus/core/src/cli/agents.ts +69 -1
  152. package/corpus/core/src/cli/app-skill.ts +1 -1
  153. package/corpus/core/src/cli/code-agent-executor.ts +7 -3
  154. package/corpus/core/src/cli/design-connect.ts +82 -8
  155. package/corpus/core/src/cli/skills-content/design-visual-edit-skill.ts +169 -24
  156. package/corpus/core/src/cli/templates-meta.ts +12 -0
  157. package/corpus/core/src/client/AssistantChat.tsx +623 -607
  158. package/corpus/core/src/client/agent-chat-adapter.ts +176 -29
  159. package/corpus/core/src/client/chat/message-components.tsx +13 -0
  160. package/corpus/core/src/client/embed-auth.ts +3 -1
  161. package/corpus/core/src/client/integrations/IntegrationCard.tsx +41 -24
  162. package/corpus/core/src/client/integrations/IntegrationsPanel.tsx +37 -21
  163. package/corpus/core/src/client/integrations/webhook-url.ts +29 -0
  164. package/corpus/core/src/client/org/OrgSwitcher.tsx +41 -27
  165. package/corpus/core/src/client/org/RequireActiveOrg.tsx +7 -0
  166. package/corpus/core/src/client/org/TeamPage.tsx +144 -14
  167. package/corpus/core/src/client/org/hooks.ts +27 -0
  168. package/corpus/core/src/client/org/index.ts +2 -0
  169. package/corpus/core/src/client/require-session.tsx +40 -29
  170. package/corpus/core/src/client/session-replay.ts +1 -1
  171. package/corpus/core/src/client/settings/DemoModeSection.tsx +0 -5
  172. package/corpus/core/src/client/settings/SecretsSection.tsx +47 -42
  173. package/corpus/core/src/client/settings/VoiceTranscriptionSection.tsx +0 -5
  174. package/corpus/core/src/client/sse-event-processor.ts +83 -8
  175. package/corpus/core/src/client/use-action.ts +22 -13
  176. package/corpus/core/src/client/use-agent-engine-configured.ts +36 -4
  177. package/corpus/core/src/client/use-db-sync.ts +21 -1
  178. package/corpus/core/src/credentials/index.ts +124 -2
  179. package/corpus/core/src/deploy/build.ts +93 -30
  180. package/corpus/core/src/deploy/workspace-deploy.ts +21 -16
  181. package/corpus/core/src/guards/no-localhost-fallback.ts +76 -14
  182. package/corpus/core/src/integrations/google-docs-poller.ts +19 -12
  183. package/corpus/core/src/integrations/webhook-handler.ts +56 -33
  184. package/corpus/core/src/jobs/scheduler.ts +57 -23
  185. package/corpus/core/src/localization/default-messages.ts +23 -1
  186. package/corpus/core/src/observability/evals.ts +7 -8
  187. package/corpus/core/src/observability/traces.ts +2 -0
  188. package/corpus/core/src/org/accept-pending.ts +2 -2
  189. package/corpus/core/src/org/active-org.ts +73 -0
  190. package/corpus/core/src/org/auto-join-domain.ts +7 -2
  191. package/corpus/core/src/org/context.ts +169 -66
  192. package/corpus/core/src/org/handlers.ts +148 -10
  193. package/corpus/core/src/org/plugin.ts +8 -1
  194. package/corpus/core/src/org/types.ts +6 -1
  195. package/corpus/core/src/provider-api/index.ts +6 -1
  196. package/corpus/core/src/resources/handlers.ts +2 -6
  197. package/corpus/core/src/resources/script-helpers.ts +2 -1
  198. package/corpus/core/src/scripts/chat/search-chats.ts +5 -2
  199. package/corpus/core/src/scripts/describe-workspace-apps.ts +59 -0
  200. package/corpus/core/src/scripts/resources/delete-memory.ts +5 -2
  201. package/corpus/core/src/scripts/resources/delete.ts +5 -2
  202. package/corpus/core/src/scripts/resources/effective.ts +5 -2
  203. package/corpus/core/src/scripts/resources/list.ts +5 -2
  204. package/corpus/core/src/scripts/resources/read.ts +5 -2
  205. package/corpus/core/src/scripts/resources/save-memory.ts +5 -2
  206. package/corpus/core/src/scripts/resources/write.ts +5 -2
  207. package/corpus/core/src/server/agent-capabilities.ts +147 -0
  208. package/corpus/core/src/server/agent-chat/framework-prompts.ts +11 -13
  209. package/corpus/core/src/server/agent-chat/prompt-resources.ts +183 -57
  210. package/corpus/core/src/server/agent-chat/script-entries.ts +20 -7
  211. package/corpus/core/src/server/agent-chat-plugin.ts +27 -0
  212. package/corpus/core/src/server/auth.ts +38 -32
  213. package/corpus/core/src/server/core-routes-plugin.ts +229 -179
  214. package/corpus/core/src/server/credential-provider.ts +196 -44
  215. package/corpus/core/src/server/embed-session.ts +10 -0
  216. package/corpus/core/src/server/framework-request-handler.ts +43 -0
  217. package/corpus/core/src/server/google-auth-plugin.ts +13 -450
  218. package/corpus/core/src/server/index.ts +4 -1
  219. package/corpus/core/src/server/onboarding-html.ts +20 -56
  220. package/corpus/core/src/server/open-route.ts +6 -1
  221. package/corpus/core/src/server/poll.ts +1 -1
  222. package/corpus/core/src/server/prompts/framework-core-compact.ts +5 -5
  223. package/corpus/core/src/server/prompts/framework-core.ts +7 -9
  224. package/corpus/core/src/server/prompts/shared-rules.ts +20 -9
  225. package/corpus/core/src/server/request-context.ts +58 -2
  226. package/corpus/core/src/server/scoped-key-storage.ts +1 -1
  227. package/corpus/core/src/settings/org-settings.ts +9 -0
  228. package/corpus/core/src/settings/store.ts +29 -0
  229. package/corpus/core/src/shared/index.ts +13 -0
  230. package/corpus/core/src/shared/sign-in-journey.ts +331 -0
  231. package/corpus/core/src/styles/agent-native.css +8 -0
  232. package/corpus/core/src/templates/chat/.agents/skills/actions/SKILL.md +19 -1
  233. package/corpus/core/src/templates/chat/.agents/skills/adding-a-feature/SKILL.md +2 -0
  234. package/corpus/core/src/templates/chat/.agents/skills/frontend-design/SKILL.md +20 -6
  235. package/corpus/core/src/templates/chat/.agents/skills/security/SKILL.md +2 -0
  236. package/corpus/core/src/templates/chat/.agents/skills/self-modifying-code/SKILL.md +4 -3
  237. package/corpus/core/src/templates/chat/.agents/skills/shadcn-ui/SKILL.md +7 -3
  238. package/corpus/core/src/templates/chat/AGENTS.md +8 -0
  239. package/corpus/core/src/templates/chat/app/entry.client.tsx +3 -0
  240. package/corpus/core/src/templates/chat/changelog/2026-07-24-borderless-secondary-surfaces.md +6 -0
  241. package/corpus/core/src/templates/chat/changelog/2026-07-24-sidebar-footer-controls-follow-a-consistent-order.md +6 -0
  242. package/corpus/core/src/templates/chat/changelog/2026-07-25-settings-navigation-now-keeps-manage-agent-as-a-dedicated-li.md +6 -0
  243. package/corpus/core/src/templates/default/.agents/skills/actions/SKILL.md +19 -1
  244. package/corpus/core/src/templates/default/.agents/skills/adding-a-feature/SKILL.md +2 -0
  245. package/corpus/core/src/templates/default/.agents/skills/frontend-design/SKILL.md +20 -6
  246. package/corpus/core/src/templates/default/.agents/skills/security/SKILL.md +2 -0
  247. package/corpus/core/src/templates/default/.agents/skills/self-modifying-code/SKILL.md +4 -3
  248. package/corpus/core/src/templates/default/.agents/skills/shadcn-ui/SKILL.md +7 -3
  249. package/corpus/core/src/templates/default/AGENTS.md +68 -195
  250. package/corpus/core/src/templates/default/app/entry.client.tsx +3 -0
  251. package/corpus/core/src/templates/default/app/i18n/ar-SA.ts +8 -0
  252. package/corpus/core/src/templates/default/app/i18n/de-DE.ts +8 -0
  253. package/corpus/core/src/templates/default/app/i18n/en-US.ts +8 -0
  254. package/corpus/core/src/templates/default/app/i18n/es-ES.ts +8 -0
  255. package/corpus/core/src/templates/default/app/i18n/fr-FR.ts +8 -0
  256. package/corpus/core/src/templates/default/app/i18n/hi-IN.ts +8 -0
  257. package/corpus/core/src/templates/default/app/i18n/ja-JP.ts +8 -0
  258. package/corpus/core/src/templates/default/app/i18n/ko-KR.ts +8 -0
  259. package/corpus/core/src/templates/default/app/i18n/pt-BR.ts +8 -0
  260. package/corpus/core/src/templates/default/app/i18n/zh-CN.ts +8 -0
  261. package/corpus/core/src/templates/default/app/i18n/zh-TW.ts +8 -0
  262. package/corpus/core/src/templates/headless/.agents/skills/actions/SKILL.md +19 -1
  263. package/corpus/core/src/templates/workspace-core/.agents/skills/actions/SKILL.md +19 -1
  264. package/corpus/core/src/templates/workspace-core/.agents/skills/adding-a-feature/SKILL.md +2 -0
  265. package/corpus/core/src/templates/workspace-core/.agents/skills/adding-workspace-apps/SKILL.md +100 -0
  266. package/corpus/core/src/templates/workspace-core/.agents/skills/address-feedback/SKILL.md +2 -1
  267. package/corpus/core/src/templates/workspace-core/.agents/skills/authentication/SKILL.md +28 -0
  268. package/corpus/core/src/templates/workspace-core/.agents/skills/composable-mini-apps/SKILL.md +14 -1
  269. package/corpus/core/src/templates/workspace-core/.agents/skills/frontend-design/SKILL.md +20 -6
  270. package/corpus/core/src/templates/workspace-core/.agents/skills/qa/SKILL.md +6 -3
  271. package/corpus/core/src/templates/workspace-core/.agents/skills/security/SKILL.md +2 -0
  272. package/corpus/core/src/templates/workspace-core/.agents/skills/self-modifying-code/SKILL.md +4 -3
  273. package/corpus/core/src/templates/workspace-core/.agents/skills/shadcn-ui/SKILL.md +7 -3
  274. package/corpus/core/src/templates/workspace-core/.agents/skills/workspace-conventions/SKILL.md +91 -0
  275. package/corpus/core/src/templates/workspace-core/.agents/skills/writing-agent-instructions/SKILL.md +60 -0
  276. package/corpus/core/src/templates/workspace-core/AGENTS.md +62 -124
  277. package/corpus/core/src/templates/workspace-root/AGENTS.md +6 -1
  278. package/corpus/core/src/triggers/dispatcher.ts +28 -17
  279. package/corpus/core/src/vite/client.ts +20 -8
  280. package/corpus/templates/analytics/.agents/skills/actions/SKILL.md +19 -1
  281. package/corpus/templates/analytics/.agents/skills/dashboard-management/SKILL.md +41 -1
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@@ -0,0 +1,205 @@
1
+ ---
2
+ name: crm
3
+ description: How to run typed CRM work — attributes and options, lists and pipelines, saved and board views, provider proposals, duplicates and merge, gated enrichment, and evidence-grounded call signals. Use for any CRM read, write, setup, or provider question.
4
+ ---
5
+
6
+ # CRM
7
+
8
+ `AGENTS.md` owns the invariants (attribute typing, bitemporal values, list
9
+ authority, the provider handoff, credential and evidence boundaries). This skill
10
+ is the how: which action, in what order, and the traps in between. Do not
11
+ restate a rule here that `AGENTS.md` already states — fix it there instead.
12
+
13
+ Model source of truth: `shared/crm-contract.ts`. Type registry:
14
+ `shared/crm-attributes.ts`. Every field-value write goes through
15
+ `server/lib/record-fields.ts`.
16
+
17
+ ## Pick the starting action
18
+
19
+ - `get-crm-workspace` — "what should I work on", who the caller is, whether
20
+ their provider owner identity resolved. Read `ownerStatus` before trusting an
21
+ empty book: `unmapped`, `ambiguous`, and `unreadable` are different failures,
22
+ and none of them mean "no records".
23
+ - `view-screen` — only when the request depends on the visible record,
24
+ selection, list, or view. `navigate` to show a view rather than describing it.
25
+ - `list-crm-records` / `get-crm-record` / `get-crm-record-page` — ordinary reads.
26
+ - `sync-crm` — one declared, bounded provider cohort. It is not an export-all,
27
+ and Native SQL never needs it.
28
+
29
+ ## Setup and modes
30
+
31
+ - `configure-native-crm` starts a local-authoritative CRM with no provider,
32
+ portable across SQLite, Postgres, and D1. Then use the normal record, list,
33
+ task, view, and evidence actions. Never require a connection for Native SQL.
34
+ - After HubSpot or Salesforce is authorized in workspace Connections, register
35
+ it with `configure-crm-connection`. Never pass a token. HubSpot starts with
36
+ companies/contacts/deals; Salesforce with Account/Contact/Opportunity.
37
+ - `list-crm-connections` shows which object types a connection carries — read it
38
+ before authoring attributes on an object type.
39
+ - Salesforce reads are revalidated against the current connection actor and
40
+ field permissions. Never infer a user's access from a service-account mirror
41
+ or a previously visible local row; fail closed when access is ambiguous.
42
+
43
+ ## Typed attributes and options
44
+
45
+ - `list-crm-attributes` before any read, write, filter, or grouping. It returns
46
+ the type, cardinality (`multi`), authority, and managed options.
47
+ - `create-crm-attribute` derives an immutable snake_case `apiSlug` from the
48
+ title. `update-crm-attribute` can change presentation, `required`,
49
+ `historyTracked`, config, `archived`, and `fillMode` — never the slug or the
50
+ type, because every stored value row is keyed and typed by them.
51
+ - `manage-crm-attribute-option` adds an option *before* a value that uses it is
52
+ written. Archiving an option removes it from pickers only; records already
53
+ holding it keep the value.
54
+ - `archive-crm-attribute` is a soft archive. Values and history stay. Restore
55
+ with `update-crm-attribute` and `archived: false`.
56
+ - Status options may carry `targetDays` (a stage SLA the grid shows as overrun)
57
+ and `celebrate`.
58
+
59
+ ## Reading the grid
60
+
61
+ - `list-crm-records` returns row summaries; `list-crm-record-values` returns the
62
+ cells for those rows with provenance. Filter, sort, and pagination all run in
63
+ SQL, so a filtered page is the real result set, not one page narrowed
64
+ afterwards. Pass `viewId` to apply a saved view's stored filter.
65
+ - A filter naming an unknown or archived attribute fails rather than quietly
66
+ returning unfiltered rows. Do not "fix" that by dropping the filter.
67
+ - `get-crm-record-page` is the whole record surface in one call: attribute
68
+ definitions, current values with actor and time, every list the record is in
69
+ with that entry's values, and the provider deep link.
70
+
71
+ ## Lists and pipelines
72
+
73
+ - A list is a workflow overlay over one object type; entry attributes belong to
74
+ the list, not the record. `create-crm-list` seeds a Stage attribute unless you
75
+ pass `seedStageAttribute: false`.
76
+ - `add-crm-record-to-list` never de-duplicates — it returns `existingEntryIds`
77
+ and lets you decide. Two open deals for one company are two entries.
78
+ - **Moving a stage is `update-crm-list-entry`.** It closes the previous value's
79
+ row and opens a new one, so time-in-stage is derivable from the entry's own
80
+ history without a separate audit table.
81
+ - Every `status` write goes through `server/lib/lifecycle.ts`. The enterable set
82
+ is the attribute's own options, so a move into an undeclared or archived stage
83
+ is refused with a sentence naming the values you may pick (`unknown-status`,
84
+ `archived-status`), and the move is claimed against the value it was decided
85
+ from, so a stage somebody else moved in between comes back as
86
+ `concurrent-transition` instead of being clobbered. Leaving any stage —
87
+ including a retired one — is always allowed. On a record, `update-crm-record`
88
+ applies the same gate to local targets; a provider target is still a proposal,
89
+ not a blocked transition.
90
+ - `remove-crm-list-entry` deletes membership and that entry's values only. It is
91
+ not a way to delete a record.
92
+ - `list-crm-record-field-history` reads either side: pass `entryId` for a stage
93
+ history, `recordId` for a record attribute.
94
+
95
+ ## Views and boards
96
+
97
+ `save-crm-saved-view` stores filter, ordered sort, columns, `table`/`board`
98
+ presentation, and personal/shared audience. A board view needs a
99
+ `groupByAttributeId` pointing at a status attribute. Pass `expectedUpdatedAt` so
100
+ a concurrent edit is rejected instead of silently overwritten. A view stores
101
+ presentation, never provider rows. `run-crm-saved-view-program` runs the data
102
+ program linked to one view.
103
+
104
+ ## Writes and the provider handoff
105
+
106
+ - `update-crm-record` for a scoped typed edit. Provider-owned fields become
107
+ revision-aware, access-checked, idempotent, audited proposals.
108
+ - `list-crm-proposals` then `apply-crm-proposals`: the second returns the exact
109
+ before/after diff and a deep link, and records the handoff. A proposal with
110
+ status `approved` and no `appliedAt` was prepared and handed off — present
111
+ that as the next step for the user, never as a failure and never as applied.
112
+ - The only stored delegation pack is `crm-sales-routine-local-v1`: one routine,
113
+ compensatable local update to one record, supplied by a trusted automation
114
+ trigger, never by action input.
115
+
116
+ ## Duplicates and merge
117
+
118
+ `find-crm-duplicates` is read-only and never merges. It matches on exact email,
119
+ company domain, shared email root domain, and normalized name plus location, and
120
+ returns a reason and confidence per candidate. A shared company domain is a
121
+ signal between accounts only — colleagues are a relationship, not a duplicate.
122
+
123
+ `merge-crm-records` needs an explicit survivor. It promotes only the values the
124
+ survivor lacks, moves list entries, tasks, interactions, evidence, signals, and
125
+ relationships from both sides, and tombstones the loser with a `merged-into`
126
+ link instead of deleting it. It is idempotent and approval-gated for non-human
127
+ callers. Show the candidate reasons and let a human pick the survivor.
128
+
129
+ ## Enrichment (money changes hands)
130
+
131
+ 1. `list-crm-enrichment-slots` — which capability slots are usable. A slot's
132
+ `credential.status` of `unknown` means the lookup itself failed and is *not*
133
+ the same as `missing`.
134
+ 2. `estimate-crm-enrichment` — line-item cost and period-to-date spend. Quote it
135
+ to the user. `spendToDate.actorUnits` is theirs and is what the cap applies
136
+ to; `workspaceUnits` is everyone's and is context only.
137
+ 3. `run-crm-enrichment` with `phase: "verify"` — free evidence pass, never
138
+ touches contact data. A human reviews its per-record evidence.
139
+ 4. `run-crm-enrichment` with `phase: "spend"` — requires `sourceRunId` and the
140
+ explicit `approvedRecordIds` from that review. The paid input set is built
141
+ from those approvals, so an unapproved record is never visible to the paid
142
+ job. Both phases refuse a duplicate in-flight run for the same scope.
143
+
144
+ A slot outcome is one of `unconfigured`, `skipped`, `ok`, `empty`, or `error` —
145
+ report the one you got. "We could not find out" is not "there is none".
146
+
147
+ ## Agent attribute fill
148
+
149
+ `run-crm-attribute-fill` is manual only. Call it with no `values` to get the
150
+ brief (attribute, managed options, each record's current value and context),
151
+ reason over that yourself, then call again with `values`. Never call a model
152
+ inline. Writes merge: a human edit or a purchased value is kept and reported as
153
+ `kept-existing`, an equal value is not rewritten. Classifying against a
154
+ status/select attribute must produce one of its managed options; an unknown one
155
+ rejects the whole call and writes nothing.
156
+
157
+ ## Evidence and signals
158
+
159
+ - `attach-call-evidence` stores only a source URL/id, bounded quote, timestamp,
160
+ speaker, and metadata. For Clips use a durable `/share/<id>` or `/r/<id>` page
161
+ URL with no access token or transcript fragment — never a `clip.created` event
162
+ URL.
163
+ - `run-crm-signal-trackers` runs only over evidence already attached to the
164
+ record. Keyword hits are deterministic; smart detectors and summaries are
165
+ delegated through agent chat, never a direct model call, and persisted with
166
+ `record-crm-smart-signal` or one atomic `record-crm-call-insight` batch whose
167
+ every quote and timestamp cites an exact stored evidence row.
168
+ - `create-crm-signal-tracker` / `manage-crm-signal-tracker` need editor access.
169
+ Enabling, disabling, and deleting a tracker are local configuration only:
170
+ never a model call, never a provider mutation. Their settings tab is
171
+ `navigate({ view: "settings", settingsSection: "intelligence" })`.
172
+ - `review-crm-signal` is the human confirm/dismiss step.
173
+ - `get-crm-automation-recipe` returns the default-off Clips review recipe for
174
+ one explicitly selected record. The recipe is a configuration aid, not
175
+ permission to activate it: show the exact Clips-owned `clip.created` trigger,
176
+ the selected record, and its one bounded local evidence write, then get a fresh
177
+ approval. The trigger must call `prepare-crm-call-evidence` with the clip id
178
+ and hand back only the durable `/r/<id>` reference. It cannot create tasks,
179
+ field updates, proposals, or provider mutations.
180
+
181
+ ## Dashboards
182
+
183
+ `install-crm-pipeline-dashboard` is idempotent and owns one per-user data
184
+ program that calls the bounded `get-crm-pipeline-data` through `appAction`. Do
185
+ not reimplement that aggregate with a provider request or put CRM rows in
186
+ dashboard config. Edit with `save-crm-dashboard` plus `expectedUpdatedAt`;
187
+ inspect and roll back with `list-crm-dashboard-revisions` /
188
+ `restore-crm-dashboard-revision`.
189
+
190
+ ## Provider API escape hatch
191
+
192
+ CRM actions are convenience workflows, not a capability ceiling. For an
193
+ endpoint, object, filter, pagination mode, or schema no action expresses, use
194
+ `provider-api-catalog`, then `provider-api-docs`, then the read-only
195
+ `provider-api-request`. Declare a cohort, selected fields, and a page/row budget
196
+ first; stage only that result and reduce it with `query-staged-dataset` or a
197
+ data program. Report provider, scope, filters, page/row counts, truncation, and
198
+ gaps. Always pass the selected workspace `connectionId` for Salesforce so its
199
+ actor-bound token and instance URL cannot be separated.
200
+
201
+ ## Out of scope
202
+
203
+ No provider migration, no page builder, no raw provider payload or media in CRM
204
+ SQL. Native SQL supports the canonical CRM objects plus generic custom records; a
205
+ separate object-authoring engine is not part of this template.
@@ -0,0 +1,220 @@
1
+ ---
2
+ name: customizing-agent-native
3
+ description: >-
4
+ How to configure, compose, or eject Agent Native features into app-owned
5
+ code. Use when overriding shared components or integrations, customizing a
6
+ template, adding UI to chat or headless apps, or inspecting package source.
7
+ scope: dev
8
+ metadata:
9
+ internal: true
10
+ ---
11
+
12
+ # Customizing Agent Native
13
+
14
+ ## Rule
15
+
16
+ Start with the app's registered design system and local UI adapters, then use
17
+ the public feature's props, semantic components, controller, product slots,
18
+ and callbacks. If those seams are not enough, use the eject CLI to transfer
19
+ the smallest supported feature into the app and make that copy app-owned.
20
+ Never edit `node_modules`, deep-import a private source file at runtime, or
21
+ patch an `@agent-native/*` package.
22
+
23
+ Use this order:
24
+
25
+ 1. Set brand tokens with the build-time theme configuration when tokens are
26
+ enough.
27
+ 2. Register company components in `app/design-system.ts` with
28
+ `defineDesignSystem`, then pass that definition to `ToolkitProvider`.
29
+ 3. Configure a public feature through its semantic components, headless
30
+ controller, and product-level render slots.
31
+ 4. Compose app primitives behind the app's local UI adapter layer.
32
+ 5. Eject the smallest feature into app-owned source.
33
+ 6. Propose a new Toolkit seam when the same override is useful in two apps.
34
+
35
+ Ejection is for intentional product customization, not for hiding an upgrade
36
+ failure or replacing Core runtime behavior.
37
+
38
+ ## Use A Company Design System
39
+
40
+ Keep the explicit, typed registration seam in `app/design-system.ts`:
41
+
42
+ ```tsx
43
+ import { defineDesignSystem } from "@agent-native/toolkit/design-system";
44
+ import {
45
+ AcmeActionButtonAdapter,
46
+ AcmeDialogAdapter,
47
+ } from "./design-system/acme-adapter";
48
+
49
+ export const designSystem = defineDesignSystem({
50
+ name: "Acme",
51
+ components: {
52
+ ActionButton: AcmeActionButtonAdapter,
53
+ Dialog: AcmeDialogAdapter,
54
+ },
55
+ });
56
+ ```
57
+
58
+ Adapters translate the semantic Toolkit contract into company component props.
59
+ They are ordinary React components and may use MUI-style providers, React Aria,
60
+ CSS modules, CSS-in-JS, or another styling runtime. `className` and `style` are
61
+ optional interoperability hooks, not Tailwind or CVA requirements.
62
+
63
+ The contract has nine leaf components (`ActionButton`, `IconButton`,
64
+ `TextField`, `TextArea`, `Spinner`, `Skeleton`, `Status`, `Surface`, `Avatar`)
65
+ and eight behavior components (`Tooltip`, `Menu`, `Popover`, `Dialog`,
66
+ `Picker`, `Checkbox`, `Switch`, `Tabs`). `Picker` covers select and combobox
67
+ behavior, not date picking. Behavior adapters own their portal, focus,
68
+ keyboard, dismissal, and stacking implementation while honoring the semantic
69
+ props and `portalContainer` interop contract.
70
+
71
+ App product code imports standard controls from its local adapter path, usually
72
+ `@/components/ui/*`. Do not import `@agent-native/toolkit/ui/*` directly from
73
+ pages, routes, or domain components. That bypasses the app seam and makes a
74
+ future design-system replacement incomplete. Toolkit feature packages remain
75
+ valid imports; configure their presentation through the registered semantic
76
+ components, controller, and product slots.
77
+
78
+ Run the published conformance kit against a complete adapter in its own CI:
79
+
80
+ ```tsx
81
+ import { assertDesignSystemConformance } from "@agent-native/toolkit/conformance";
82
+ import { DESIGN_SYSTEM_CONTRACT_VERSION } from "@agent-native/toolkit/design-system";
83
+
84
+ await assertDesignSystemConformance({
85
+ adapterName: "Acme",
86
+ components,
87
+ contractVersion: DESIGN_SYSTEM_CONTRACT_VERSION,
88
+ });
89
+ ```
90
+
91
+ New components and optional props are minor contract changes. Required props,
92
+ removed APIs, or behavioral changes require a new contract major.
93
+
94
+ ## Customize A Shared Feature
95
+
96
+ Prefer feature-level headless controllers over rebuilding individual widgets.
97
+ One controller must power both the Toolkit default view and every custom render
98
+ path so behavior, actions, analytics, accessibility state, and error handling
99
+ cannot drift. Use a product-level render slot to replace the view while keeping
100
+ that controller. Eject only when the controller and slots cannot express the
101
+ required product behavior.
102
+
103
+ ## Eject A Feature
104
+
105
+ Discover and inspect the ejection units published by installed first-party
106
+ packages before changing source:
107
+
108
+ ```bash
109
+ agent-native eject --list
110
+ agent-native eject inspect <unit>
111
+ agent-native eject <unit> --app <app>
112
+ agent-native eject <unit> --app <app> --apply
113
+ ```
114
+
115
+ The command is dry-run by default. It prints the file closure, consumer import
116
+ rewrites, protected package contracts, and verification commands before
117
+ writing. `--apply` copies the package-version-matched source into the app and
118
+ rewrites only imports covered by the unit manifest.
119
+
120
+ Every first-party public ejection unit must have a complete manifest. If one is
121
+ missing, treat that as a framework coverage bug instead of inventing a copy
122
+ recipe. For an unknown third-party package, use the emitted add-style blueprint
123
+ as a starting point. Protected runtime behavior is never copied; follow the
124
+ reported configuration, adapter, or extension seam instead.
125
+
126
+ Applied ejections are recorded in the committed
127
+ `agent-native.ejections.json`, including package version, manifest digest,
128
+ target hashes, and import rewrites. Use the recorded state to review drift or
129
+ undo an unchanged ejection:
130
+
131
+ ```bash
132
+ agent-native eject diff <unit> --app <app>
133
+ agent-native eject restore <unit> --app <app>
134
+ agent-native eject restore <unit> --app <app> --apply
135
+ ```
136
+
137
+ Restore is hash-gated. It refuses to remove locally edited files or reverse
138
+ changed imports and prints their diff instead. Keep an edited ejection as
139
+ app-owned code, or reconcile those edits before restoring it.
140
+
141
+ ## Find The Installed Implementation
142
+
143
+ Use the source that matches the installed package version:
144
+
145
+ ```bash
146
+ pnpm action docs-search --query "<component or feature>"
147
+ pnpm action source-search --query "<component or symbol>"
148
+ rg -n "<component or symbol>" node_modules/@agent-native/toolkit/src
149
+ rg -n "<component or symbol>" node_modules/@agent-native/core/corpus
150
+ ```
151
+
152
+ - Toolkit publishes readable TypeScript under
153
+ `node_modules/@agent-native/toolkit/src/` for selective UI adoption.
154
+ - Core and first-party template source lives under
155
+ `node_modules/@agent-native/core/corpus/core/` and
156
+ `node_modules/@agent-native/core/corpus/templates/`.
157
+ - Treat those trees as read-only references. Prefer `agent-native eject` so the
158
+ package manifest selects the complete source closure and rewrites imports.
159
+ Manual inspection is still useful for deciding whether to configure,
160
+ compose, eject, or propose a shared seam.
161
+
162
+ Do not manually guess at sibling dependencies. The ejection manifest owns the
163
+ required file closure and keeps protected contracts on public package imports.
164
+
165
+ ## Preserve The Agent-Native Contract
166
+
167
+ UI ownership may change; product contracts should not:
168
+
169
+ - Keep app operations in `defineAction` actions and call them through
170
+ `useActionQuery`, `useActionMutation`, or another named client helper.
171
+ - Keep navigation, selection, and focused-object state visible through the
172
+ existing application-state keys.
173
+ - Keep AI work in the shared agent chat instead of adding direct LLM calls.
174
+ - Keep auth, access checks, persistence, chat transport, and agent execution in
175
+ Core. Do not copy those runtimes into the app.
176
+ - Keep local adapters narrow so package upgrades still improve every surface
177
+ the app has not intentionally taken ownership of.
178
+ - Keep page, route, and domain code on local UI adapter imports. Never reach
179
+ around the registered design system with direct Toolkit UI primitive imports.
180
+
181
+ ## App Shapes
182
+
183
+ - **Template app:** begin with `app/design-system.ts`, its local UI adapters,
184
+ and domain UI. Use Toolkit features for repeated workspace behavior; eject
185
+ only the unit being customized.
186
+ - **Chat app:** keep `AgentChatSurface`, thread state, and chat transport in
187
+ Core. Compose or eject Toolkit presentation such as chat-history UI around it.
188
+ - **Headless app:** stay action-first while no UI is needed. When adding a UI,
189
+ use the Chat template as the on-ramp or add Toolkit components without
190
+ replacing the existing actions.
191
+ - **Workspace:** put one-app overrides in that app. Promote a local component
192
+ to `packages/shared` only when multiple workspace apps use it.
193
+
194
+ ## After Ejecting
195
+
196
+ - Commit `agent-native.ejections.json` with the app-owned files and rewrites.
197
+ - Remove unused dependencies and imports from the ejected files.
198
+ - Keep visible text in the app's localization catalogs.
199
+ - Run the manifest verification commands plus the app's formatter, typecheck,
200
+ and focused tests.
201
+ - Re-check the installed source during future package upgrades; the app-owned
202
+ ejection does not receive upstream fixes automatically. Use `eject diff` to
203
+ distinguish recorded output from subsequent local edits.
204
+
205
+ ## Don't
206
+
207
+ - Don't edit or import from `node_modules/@agent-native/*/src` at runtime.
208
+ - Don't add `pnpm.overrides`, patches, or resolutions for Agent Native packages.
209
+ - Don't copy Core auth, DB, action, agent-loop, or transport internals.
210
+ - Don't manually copy a first-party unit with a missing recipe; fix its manifest.
211
+ - Don't eject a full package when a prop, slot, wrapper, or smaller unit works.
212
+ - Don't fork feature state into a custom view; consume the feature's controller.
213
+
214
+ ## Related Skills
215
+
216
+ - `agent-native-docs` — version-matched docs and source lookup
217
+ - `agent-native-toolkit` — shared-vs-app-owned architecture boundary
218
+ - `self-modifying-code` — safe app source edits
219
+ - `upgrade-agent-native` — supported package upgrade path
220
+ - `adding-a-feature` — UI/action/instructions/application-state parity
@@ -0,0 +1,169 @@
1
+ ---
2
+ name: feature-flags
3
+ description: >-
4
+ Declare, evaluate, manage, and remove framework feature flags. Use when
5
+ shipping a capability gradually, targeting users or organizations, or
6
+ replacing a compile-time rollout switch with a production-safe runtime flag.
7
+ scope: dev
8
+ metadata:
9
+ internal: true
10
+ ---
11
+
12
+ # Feature Flags
13
+
14
+ A feature flag is a boolean declared in app code, evaluated locally by Core,
15
+ and managed from the Analytics fleet control plane. Code owns whether a flag
16
+ exists. Runtime settings own only its rollout state.
17
+
18
+ Flags let an app deploy dormant code and turn it on in the real environment
19
+ without another deployment. They are not experiments: do not add variants,
20
+ hypotheses, conversion metrics, exposure tracking, or lifecycle states.
21
+
22
+ ## When to use one
23
+
24
+ Use a flag for a reversible rollout of a user-facing capability whose dormant
25
+ code is safe to deploy. Flags are useful for production dogfooding, exact-user
26
+ or organization pilots, and deterministic percentage rollouts.
27
+
28
+ Do not use a flag for authentication, authorization, secrets, audit enablement,
29
+ SSR cache behavior, or another security boundary. Client hiding is presentation
30
+ only; every guarded server action must evaluate the same registered flag.
31
+
32
+ ## Agent workflow
33
+
34
+ ### 1. Declare
35
+
36
+ Keep definitions in a shared TypeScript module so server and client code use the
37
+ same stable key. Flags are boolean and default-off.
38
+
39
+ ```ts
40
+ import { defineFeatureFlag } from "@agent-native/core/feature-flags/registry";
41
+
42
+ export const FULL_APP_BUILDING = defineFeatureFlag({
43
+ key: "full-app-building",
44
+ displayName: "Full app building",
45
+ description: "Create and edit Fusion-backed applications.",
46
+ });
47
+ ```
48
+
49
+ Keys are immutable, never reused, and contain only letters, numbers, dots,
50
+ underscores, or hyphens. Prefer a concise app-owned name. Do not create flag
51
+ definitions or rollout rows from Analytics.
52
+
53
+ ### 2. Register
54
+
55
+ Register app definitions from a Nitro plugin before actions are discovered.
56
+ Do not add app-specific flags to a Core registry.
57
+
58
+ ```ts
59
+ import { createFeatureFlagsPlugin } from "@agent-native/core/server";
60
+
61
+ import { FULL_APP_BUILDING } from "../../shared/feature-flags.js";
62
+
63
+ export default createFeatureFlagsPlugin({ flags: [FULL_APP_BUILDING] });
64
+ ```
65
+
66
+ ### 3. Guard server and client
67
+
68
+ The server action is the enforcement boundary:
69
+
70
+ ```ts
71
+ import { isFeatureFlagEnabled } from "@agent-native/core/feature-flags";
72
+
73
+ run: async (args, ctx) => {
74
+ if (!(await isFeatureFlagEnabled(FULL_APP_BUILDING, ctx))) {
75
+ throw new Error("Full app building is not enabled for this account.");
76
+ }
77
+ // guarded operation
78
+ }
79
+ ```
80
+
81
+ Use the client hook only to hide or reveal hydrated UI:
82
+
83
+ ```tsx
84
+ import { useFeatureFlag } from "@agent-native/core/client/feature-flags";
85
+
86
+ const enabled = useFeatureFlag(FULL_APP_BUILDING.key);
87
+ return enabled ? <FullAppOption /> : null;
88
+ ```
89
+
90
+ The client hook intentionally returns false while loading or for an unknown
91
+ flag. Never replace that fail-closed behavior with app-local bucketing or a
92
+ compile-time fallback. Never evaluate personalized flags in the public SSR
93
+ shell; it is shared and cached for every visitor.
94
+
95
+ ### 4. Verify and roll out
96
+
97
+ 1. Verify the off path before changing rollout state.
98
+ 2. Confirm the registered flag appears in **Analytics → Feature flags** for the
99
+ app and is Off by default.
100
+ 3. Use **Enable for me** for initial production dogfood.
101
+ 4. Expand to exact emails, organization IDs, or a percentage only from
102
+ Analytics.
103
+ 5. Confirm the client presentation and authoritative server action agree.
104
+
105
+ ## Management contract
106
+
107
+ Core mounts three actions in registered apps:
108
+
109
+ | Action | Purpose |
110
+ | --- | --- |
111
+ | `get-feature-flags` | Return the current caller's evaluated boolean values. |
112
+ | `list-feature-flags` | Return definitions and rollout metadata to an authorized operator. |
113
+ | `set-feature-flag` | Atomically turn a flag off, enable it for the operator, or replace targeting rules. |
114
+
115
+ Analytics calls the app-local operator actions through narrowly scoped A2A
116
+ delegation. Tokens require an exact audience, organization, scope, operator
117
+ role, and audit correlation id. Management is permission-checked and audited
118
+ by the target app. Never manage flags through generic settings routes, raw SQL,
119
+ or per-app toggle UIs.
120
+
121
+ ## Rollout semantics
122
+
123
+ The operator modes are **Off**, **Targeted**, and **Everyone**. Core stores them
124
+ as `off`, `rules`, and `on`.
125
+
126
+ Targeted rules combine exact normalized emails, exact organization IDs, and a
127
+ percentage with OR semantics. Exact matches are checked first. Percentage
128
+ buckets use Core's stable hash of the flag key and authenticated user identity;
129
+ anonymous callers fail closed. Raising a percentage preserves the users already
130
+ included at a lower percentage. Do not implement bucketing in app code.
131
+
132
+ Unknown definitions, missing state, malformed state, storage errors, and
133
+ evaluation errors all return the code default (`false` in v1). Explicit Off
134
+ wins over every target; Everyone enables every authenticated caller.
135
+
136
+ ## Remove a flag
137
+
138
+ After a rollout is permanent:
139
+
140
+ 1. Replace guarded branches with the chosen behavior.
141
+ 2. Delete the server and client gates.
142
+ 3. Delete the definition and registration entry.
143
+ 4. Verify the flag disappears from the Analytics fleet.
144
+ 5. Remove stale tests and rollout instructions.
145
+
146
+ A permanent flag is just an if statement with a pension plan.
147
+
148
+ ## Verification checklist
149
+
150
+ - Unknown and unregistered keys evaluate false.
151
+ - UI hiding and server enforcement use the same registered key.
152
+ - Exact-user, organization, deterministic percentage, Everyone, and Off paths
153
+ have focused tests.
154
+ - Increasing a percentage is monotonic; anonymous percentage evaluation is off.
155
+ - Unauthorized callers cannot list targeting details or mutate flags.
156
+ - Mutations are atomic, read back stored state, emit refresh, and appear in the
157
+ audit log with the flag key.
158
+ - Analytics represents ready, no-definition, unsupported, forbidden, legacy,
159
+ and unreachable directory apps honestly.
160
+ - Future agents can find this skill from root `AGENTS.md`, and
161
+ `pnpm guard:workspace-skills` passes after syncing generated copies.
162
+
163
+ ## Related skills
164
+
165
+ - **adding-a-feature** — preserve UI/action/instruction/application-state parity
166
+ - **actions** — define and call guarded app operations
167
+ - **audit-log** — inspect automatic action mutation history
168
+ - **reliable-mutations** — make rollout changes atomic and provable
169
+ - **security** — keep security controls out of feature flags