# Relaticle Foundation

> Use when porting Relaticle CRM contracts — per-import throwaway SQLite stores, set-based match resolution, serialized AI chat turns with classified retries, human-approval pending-action protocol, anchor-reserved context ledgers, journal-first credit metering, sysadmin Stripe-customer workspace transfer with refusal halts, provider-enforced sequential agent writes with batch proposal envelopes, shared label→id custom-field bridges, availability-and-plan-gated model resolution ladders, rename-safe async conversation titling, key-rewrite orphan reservation sweeps, double-validated client-URL page-context binding, write-suppressed follow-up chips, DST-safe per-user task severity, locked pre-approval proposal editing, timezone-banded daily digest sends, deferred diff-based assignee fan-out, kanban boards over EAV columns with atomic moveCard, scheduled-deletion interstitial gates, webhook listener silent early-returns with release-not-drop retries, and EAV-aware activity-log exclusion lists.

- Skill: `ryan-brosas/relaticle-foundation` (Agent Skill, multi-file: 105 files)
- Install (CLI): `npx skillmds@latest add ryan-brosas/relaticle-foundation`
- Raw SKILL.md: https://api.skillmd.com/api/skills/ryan-brosas/relaticle-foundation/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- Author: ryan-brosas (https://skillmd.com/u/ryan-brosas)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/ryan-brosas/relaticle-foundation

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# Relaticle: multi-tenant CRM + AI-assistant foundation

## Foundation contract

This is a cold, source-specific foundation, not an operational procedure. It is
historical, revision-pinned evidence rather than timeless guidance. Current
project source, tests, requirements, and runtime behavior outrank this
projection and decide what ships.

## Provenance and revision

- Source record: `relaticle`; portable upstream identity, license, coverage caveats, and retrieval history are preserved in the index.
- Recorded revision: `main@6e3bf8dfb7c5dcc97765fcba6fdf62585c541e1b`.
- Full provenance, coverage caveats, boundaries, and preserved evidence:
  `references/index.md`.

## Topic map

- Representative topics: Import scratch storage; Import mapping & resolution;
  Import execution & bulk writes; Custom fields metadata & validation; AI chat
  orchestration & safety; Billing & MCP tool surface; Agent-loop economics;
  Billing transfer (sysadmin).
- Scope and retrieval questions: `references/index.md#use-this-for`.
- Complete capsule chooser: `references/index.md#load-the-matching-source-dump`.
- Detailed grouped map: `references/index.md#capsule-map`.
- Source limitations and portability boundaries: `references/index.md#boundaries`.

## Retrieval

Open the index, choose one capsule matching the active question, and load only
that capsule. Revalidate its cited source and revision before relying on it. Do
not bulk-load the inventory, treat historical claims as current truth, or apply
this foundation as a procedure.