Connecting Seedling CRM

This is the step that turns the agent from a smart chat window into something that can actually see and act on your real business data — customers, invoices, projects, calendar. It's optional, but it's the single biggest jump in usefulness.

How it works

Unlike Google's tools, connecting Seedling doesn't involve any OAuth consent screen. You generate an API token from inside Seedling and paste it into the agent's connection field once.

1. In Seedling, go to Settings → Advanced → API Keys and generate a new token.
2. Copy it, and paste it into the agent's dashboard under its Seedling connection field.
3. Ask the agent something that needs real data — e.g. "what invoices are overdue?" — to confirm it's live.

What it unlocks

Once connected, the agent can read your tasks, projects, customers, invoices, expenses, calendar, and more — and, depending on your permissions in Seedling, create and update records too. It inherits your own user permissions exactly, so it can never do more than you're allowed to do yourself.

Don't have a Seedling account yet?

Pro and Studio monthly/annual subscribers get Seedling CRM Pro included — a $49.99/mo value, free while your agent subscription is active. Register at seedlingcrm.com with the same email you purchased with and Pro unlocks automatically within a day (existing accounts on that email upgrade on their own).

Every other agent customer gets 60% off Seedling CRM for life — register with code HX0GCBZD (the agent's dashboard Settings → Seedling tab has a one-click link).

Don't use Seedling?

The agent still works without a connection — you just lose the ability to ask it about real business data. It's a genuinely useful assistant either way, this just makes it dramatically more so. And you don't need Stripe set up in Seedling for the agent to be useful there: creating, sending, and tracking invoices all work without it — Stripe only matters when you want customers paying those invoices online.