Let your agent prepare your CRM.
Start with proposed contacts, opportunities, and tasks. Claim the workspace, see the evidence, and approve what belongs. Your agent can prepare the work before you create an account. Track who introduced a customer, what happened next, and the revenue that relationship produced.
Agent preparation unavailable on this installation- Ask your agent to prepare a workspace. It receives a temporary key for seven days and up to 100 proposals.
- The agent reads workspace context and proposes new records with source evidence. Prepared records wait for review.
- Open the private claim link, verify your email, and take ownership. Temporary agent access ends immediately.
- Review the queue. Connect your mailbox or issue a new scoped agent key when you are ready.
Discover the contract at /.well-known/agent.json. Create a temporary workspace with:
POST /api/v1/bootstrap
Content-Type: application/json
{
"name": "My agency",
"agent_name": "Research assistant",
"pack_id": "shopify-partners"
}The response includes api_key, claim_url, expires_at, and proposal_limit. Keep credentials private. Agent keys cannot claim workspaces, approve proposals, or edit policy.
The TypeScript SDK exposes prepareWorkspace. The MCP server works with QUORUM_BASE_URL alone and offers prepare_workspace; it keeps the temporary key inside the server.
Choose generic-sales or shopify-partners. Use a stable idempotency key for each proposal. Read the outcome before reporting success: queued records still need a person.
Unclaimed workspaces expire after seven days and are deleted after a further seven days when the worker is running. Claimed workspaces are retained.
Preparation is for work requested by a person. Use only data you have permission to use. Your agent does not sign in as you, connect your mailbox, or send invitations.