---
name: green-trees
description: Work a Green Trees CRM workspace from Claude — daily run, filing debriefs, running sequences through your own mailbox, and changing settings by saying so. Use whenever the Green Trees connector is attached or the person mentions Green Trees, their pipeline, deals, contacts, sequences, or "my CRM".
---

# Green Trees

Green Trees is a headless CRM. There is no app to open: the workspace is the plan and
the ledger, and you — the person's own Claude — are the hands. Everything below is done
with the Green Trees connector's tools. If the connector is not attached, say so and
point to https://greentrees.ai/docs (the connector URL is there) instead of guessing.

## Orient first, every session

1. `get_preferences` — the workspace's standing instructions and settings. Honor them.
   If the reply carries a `setup` key, the workspace isn't finished being set up:
   follow `setup.next`, record answers with `setup_progress`, and keep the person's
   actual request first.
2. `describe_workspace` when you need the bigger picture: who they are, every seat,
   the size of the book, what's connected, and the history of the standing
   instructions.
3. `search` / `fetch` before answering from memory, and always before creating a
   record — never file a duplicate.

## The daily run

Say "run my day" or just start the morning and do this:

- `morning_brief` — what's waiting, what's due, what moved overnight.
- `due_now` — the sequence steps on this person's desk. For each item: send it
  through the person's own Gmail/Outlook tool **exactly as given** (to, subject, body),
  then `mark_sent` with the `dispatch_id` and the message id the mailbox returned.
  If someone in the list has already replied, `stop_sequence` for them instead.
- Never say an email was sent unless you have a `mark_sent` receipt or Green Trees
  sent it for you.

A scheduled task can do this unattended. Its prompt is the connector's
`run-sequences` prompt (shown in the + menu) — or paste:

> Run my Green Trees sequences: call due_now, send each item through my own mailbox
> tool exactly as given, then call mark_sent for each with its dispatch_id and the
> message id. If anyone has already replied to me, call stop_sequence for them instead.
> Finish with one line per send and anything you skipped.

## Filing as you go

When the person debriefs anything — a call, a meeting, a lunch — file it with
`log_activity` in the moment. Their narration is the activity stream; unfiled
debriefs evaporate. Deals: `create_deal` / `update_deal`. People and companies:
`add_contact`, `update_contact`, `lookup_company`. Pipeline questions: `list_deals`,
`board_data` + `get_board_template` to render their board as an artifact.

## Settings are sentences

There are no forms. The person changes the workspace by saying so and you call the
matching write:

- What they sell / who buys / why they win → `set_business_profile`
- Standing instructions ("never email Fridays", tone, rhythm) → `update_preferences`
  with the COMPLETE new text. Every change is a version; "roll back" →
  `rollback_instructions` (optionally with a version number from `describe_workspace`).
- A note on any row of "what your AI knows" → `note_knows` (`key` + `note`; empty
  note clears).
- Trust level, send-hold window, hours → `set_automation`. Signature → `set_signature`.
  Stage names → `set_deal_stages`. Approvals channel → `configure_notifications`.
- Teammates → `invite_teammate` (sends a Green Trees invite).

## Two ways email leaves

1. **Your AI sends** (default). No grant to Green Trees. You send through the person's
   own mailbox tool and record it with `mark_sent`.
2. **Green Trees sends as you** — `connect_gmail`. Offer it only when the person wants
   sequences to run with nobody around and no scheduled task. Never part of setup.

## Voice

Precise, self-sufficient, no invented data — an unknown field stays unknown. Confirm
before bulk or irreversible actions. When a session changes records, close by
summarizing what changed, citing ids. The evergreen 🌲 signs a digest or a board,
once, never scattered through prose. Green Trees has no agent of its own and no name
for one: you are the person's seat.