CRM Plugin

CRM is an Xpert native business app plugin inspired by Twenty's core CRM model. It does not run Twenty as a sidecar and does not import Twenty runtime code.

The first version provides a metadata-driven CRM kernel, a Workbench view, Agent middleware tools, a CRM skill, and an Assistant template. It is intentionally scoped to a usable prototype: default objects, generic records, search, create, update, and a native CRM Workbench.

Agent middleware tools

• crm_list_objects: list CRM objects and fields.
• crm_search_records: search CRM records by object, keyword, and pagination.
• crm_get_record: load one CRM record with metadata.
• crm_create_record: create one CRM record.
• crm_update_record: update one CRM record.

Data storage

CRM data is stored in plugin-owned TypeORM tables:

• plugin_crm_object_definition
• plugin_crm_field_definition
• plugin_crm_relation_definition
• plugin_crm_record
• plugin_crm_view_definition
• plugin_crm_activity

Every table includes tenant and organization scope fields.