Settings

Every integration point in this CRM is built behind a swappable adapter (see src/lib/ai/ and the send/book functions in src/lib/db/) — nothing is hardcoded inline. None of the providers below have real credentials configured in this environment, so each one runs on its local mock/manual path until connected.

AI Provider

Not connected

Set AI_PROVIDER=anthropic + ANTHROPIC_API_KEY, then implement src/lib/ai/anthropic.ts.

Email verification / enrichment

Not connected

Requires an email verification / enrichment provider API key.

Gmail / Google Workspace

Not connected

Requires a Google OAuth client + Gmail API scopes — see src/lib/db/inbox.ts sendDraftMessage() for where to plug in real sending.

Google Calendar

Not connected

Requires a Google OAuth client + Calendar API scopes — see src/lib/db/appointments.ts mockAvailableSlots() for where to swap in a real read.

Meta Lead Ads

Not connected

Requires a Meta Marketing API app + page access token to pull Lead Ads submissions automatically.

Twilio (SMS)

Not connected

Requires a Twilio account SID/auth token + phone number for SMS steps.

Website forms

Not connected

Requires an inbound webhook endpoint wired to your site's contact form.