Loading…

The database is fully set up. This file documents exactly how it is built.

• CRM/sql/agency_os_schema.sql — full live schema: every table, column, index, security rule, and function
• CRM/sql/README.md — explains SQL vs crm_blobs (files/signatures/ticket details)

Square powers invoices & IT ticket charges. Client workspace: /CRM/onboard/ · IT tickets/sign-off: /CRM/client/

Set these on Vercel so invoices can create square.link payment URLs:

• SQUARE_ACCESS_TOKEN — Square Dashboard → Developer → Credentials
• SQUARE_LOCATION_ID — e.g. LHZPHKGX76TJB
• SQUARE_ENV — optional sandbox (omit for production)

Local PDF package: em-invoicer/ (ReportLab + square_client.py)

Square MCP (Cursor / agents) — already in .cursor/mcp.json:

{
  "mcpServers": {
    "square": { "url": "https://mcp.squareup.com/mcp" }
  }
}

OAuth on first use. CRM invoices still use REST via SQUARE_ACCESS_TOKEN. See em-invoicer/SQUARE_MCP.md.