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Add self-driving CRM agent reference loops - #76

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codex/contact-memory-agent-contractfrom
codex/self-driving-crm-reference
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Add self-driving CRM agent reference loops#76
snbafana wants to merge 5 commits into
codex/contact-memory-agent-contractfrom
codex/self-driving-crm-reference

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@snbafana

@snbafana snbafana commented Aug 3, 2026

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Summary

  • define one minimal agent contract: select, resolve, load all memories, gather evidence, decide, mutate, audit
  • add concrete relationship-radar, pre-meeting-brief, enrichment/reconciliation, and X-mutual workflows
  • keep transient recommendations out of durable memories and make no_change a successful outcome
  • add evals for autonomous relationship triage and generation-correct X mutual analysis

Architecture

This extends the existing Cued skill and memory owner. It adds no scheduler, daemon, policy registry, agent runtime, or second CRM database: agents supply policy over Cued SQLite state and audited CLI mutations.

Stack

This PR is intentionally based on #73 because the workflows rely on exhaustive memory reads and explicit invalidation. The X workflow describes the archive-generation contract implemented in #75 and becomes executable after that PR lands.

Verification

  • jq empty skills/cued/evals/evals.json
  • pnpm exec vitest run src/skills/install.test.ts
  • pnpm check:biome
  • git diff --check

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