Mission: IC-CRM-AGENT-PROFESSIONAL-SKILL-001 Date: 2026-09-03 Architectural authority: Alexander Romaskevich

Overall mission status: PARTIAL — CORE IMPLEMENTED, DEPLOYED AND TESTED; FULL CONNECTOR/AUTONOMOUS SALES SCOPE NOT YET COMPLETE.

The reusable CRM capability core is implemented on the IMPERIAL Capability Hub and installed on three governed Val Town runtimes. It preserves the Federated Multi-Orchestrator Architecture, Zero Trust, AI Passport context, Guardian-style risk gating, Approval Gateway boundaries, Audit evidence, Private/Public separation, CRYPTO IMPERIAL boundary and ORION advisory-only authority.

No result in this document should be interpreted as proving that every registered agent is simultaneously executing an independent CRM process.

• Main NCA runtime: 1201 CRM registrations.
• Jarfis: included in the main 1201 as NCA-1201.
• Morgan: 1 separate CRM registration as IMPERIAL-MORGAN-001 in the dedicated Morgan runtime.
• Main runtime check for IMPERIAL-MORGAN-001: 0, proving Morgan is not duplicated there.
• Unique configured CRM identities across the main fleet plus Morgan: 1202.
• 31-day runtime: 100 CRM registrations. These are runtime-specific/mirror registrations and are not added again to the unique 1202 count.

Truth boundary: 1202 CONFIGURED CRM IDENTITIES != 1202 SIMULTANEOUSLY RUNNING OR AUTONOMOUS CRM PROCESSES.

Post-test cleanup/read-back:

• Main runtime: contacts 0, leads 0, opportunities 0, tasks 0.
• 31-day runtime: contacts 0, leads 0, opportunities 0, tasks 0.
• Morgan runtime: contacts 0, leads 0, opportunities 0, tasks 0.

Therefore no synthetic customer pipeline or revenue is being represented as production business data. Production CRM analytics currently has no real customer/revenue dataset to report.

Final self-test run:

• Run ID: 7bd58daf-4c14-448b-84b7-8254b363eb95
• Result: 60/60 PASS
• Failed: 0

• Run ID: fe2c2a4a-0832-4be4-917a-2459dc37ebfd
• Result: 60/60 PASS
• Failed: 0
• Fleet bootstrap after SQL compatibility repair: 1201/1201 PASS.

• Run ID: 87a32ca7-1a7b-4050-8420-bbfe1e0528c4
• Result: 60/60 PASS
• Failed: 0
• Fleet bootstrap: 100/100 PASS.

• Run ID: 9cb529de-9ffe-4bbb-b0c8-2274101ab3c1
• Result: 60/60 PASS
• Failed: 0

Verified runtime identity:

• Agent: NCA-1201
• Role: Jarfis — Executive Manager: Real Estate, Crypto, Fashion
• Domain: REAL_ESTATE_CRYPTO_FASHION
• Runtime status: ACTIVE_BOUNDED_MANAGEMENT
• State source: ARCHITECT_COMMAND_20260903

CRM registration:

• AI Passport registry binding: AIP:NCA-1201
• Baseline capabilities: 19 T0/T1 capabilities.
• T2 external communication: denied pending connector policy/approval.
• T3 commercial/payment authority: denied pending Approval Gateway.

Smoke execution:

• Operation: crm.lead.score
• Result: PASS
• Score: 82, band A, qualified true
• CRM audit ID: AUD-508eef39-461e-41f0-9ff6-8dd943fcf207
• Event hash: 2fbdd6a15e0839a3c6e7e01a5e427e56ee02a879da9f83eccd00f009b2132028

The smoke lead is test input, not a production customer or revenue claim.

Verified dedicated identity:

• Agent: IMPERIAL-MORGAN-001
• Class: AUTONOMOUS_ECONOMIC_AGENT
• CRM status at activation read-back: HUMAN_SIGNED_AUTONOMY_ACTIVE
• CRM baseline capabilities: 19 T0/T1 capabilities.

Smoke execution:

• Operation: crm.lead.score
• Result: PASS
• Score: 80, band A, qualified true
• CRM audit ID: AUD-33a9b6f9-0993-4f86-8f79-fee84b310e1d
• CRM event hash: 959945827d98e60b23fe445adf3c9d28048188fc72a07709cae6bb3d7909062e

Morgan append-only audit evidence:

• Event ID: e748dfcd-3e14-45be-8d1c-62d7d14b25e4
• Event hash: 47c22b9cf79ef9f11d6b6bad50e49f9fd693c8d9716012e2925533f4654e4e5c

CRM activation grants no wallet signing, trading, spending or T3 commercial authority and does not bypass Morgan's existing Guardian / Approval / Audit controls.

ORION consumes only aggregated CRM signals without PII.

Verified cycle after integration:

• Cycle ID: orion-1788463663883-26edbbe0-596c-4736-975c-056d105bf4d3
• Status: PASS
• Runtime NCA count observed in that cycle: 1201
• Canonical NCA: 380
• Expansion NCA: 821
• Agent-count integrity: PASS
• Evidence digest: 0224e685ee6f7e73b6efdbc223aa5d8540c337d38a11686a41716c7563bef9aa
• Authority: ADVISORY_ONLY

Read-back of delivered ORION briefs verified:

• crm_status = PASS
• privacy = AGGREGATED_NO_PII
• authority = ADVISORY_ONLY

ORION remains an ALWAYS_ON advisory/coordination contour and is not converted into a global CRM orchestrator.

The generic CRM self-test contains 30 named defensive cases across five security groups.

In addition, the Morgan runtime's existing registered CYBER HAK council was read back and contained 30 logical identities CYBER-HAK-NCA-01 through CYBER-HAK-NCA-30, all attached as advisory identities.

A dedicated CRM review assigned one defensive case to each of the 30 identities in a single governed shared runtime:

• Run ID: CRM-CYBER30-1788464020219-4a599fe7-0aa5-4c55-9aa2-b7667768cc34
• Logical reviewers: 30
• Passed: 30
• Failed: 0
• Group A: 6/6
• Group B: 6/6
• Group C: 6/6
• Group D: 6/6
• Group E: 6/6
• Receipt digest: 919ff013473d20f7acf5c7eb300df9f5f1df4a7bc0a47b1066bd2dec399d10c5
• Morgan audit event: 5f115e9c-b9e4-4a56-b262-9b4ed9c6eeb3
• Audit event hash: 795162c123a26b06b11b77a78313fc16a01e61b382a89e0b20ff829497bcb280

Truth boundary: 30 logical CYBER HAK identities executed 30 defensive cases in one shared bounded runtime. This is not evidence of 30 independent server processes.

Supabase schema imperial_crm is implemented separately from uncontrolled agent memory.

Implemented:

• append-only events chain;
• entity state projection;
• SHA-256 event hashes;
• linear previous-hash linkage;
• mutation-denial triggers on canonical events;
• service-role-only table access;
• explicit RPC operation allowlist;
• dedicated CRM-only bridge credential stored server-side;
• database stores/verifies only its SHA-256 representation for client authorization;
• public/anonymous/authenticated table/function access revoked;
• Edge Function imperial-crm-bridge, version 1, ACTIVE;
• unauthorized request boundary tested with HTTP 401.

Canonical chain evidence after verification across main, Morgan and 31-day runtimes:

• Events: 4
• Failures: 0
• Chain head: eabb0c2ee64d41f88234adc61410083354abf2f7c88d9726a7ed414136f6b78d

Verified event/read-back examples:

• Jarfis skill-status projection matched canonical event hash.
• Morgan skill-status projection matched canonical event hash.
• 31-day runtime skill-status projection matched canonical event hash.

Important boundary: the canonical synchronization API is TESTED, but automatic replication of every local CRUD event to Supabase is NOT IMPLEMENTED yet.

A warning introduced by the first CRM migration (imperial_crm.reject_event_mutation mutable search path) was detected by Supabase Security Advisor and immediately fixed by migration imperial_crm_harden_trigger_search_path. The subsequent security scan no longer reports that CRM warning.

The remaining Security Advisor ERROR is pre-existing and outside the new private CRM schema:

• public.imperial_action_journal has RLS disabled.

It was not changed automatically because doing so without first validating every existing writer/reader could break the existing journal integration.

New CRM tables are in the private imperial_crm schema with direct public/anon/authenticated access revoked.

Reviewed as external adapter/reference candidates, not embedded dependencies:

• EspoCRM — adapter candidate.
• Frappe CRM — adapter candidate.
• SuiteCRM 8 — adapter candidate.
• Twenty — reference/adapter candidate with mixed open-source/commercial licensing boundary.

Reason for not embedding any of them into the core: minimize supply-chain surface, license coupling, runtime weight, paid-feature risk and vendor lock-in. FREE_ONLY remains fail-closed.

Deliverable	Status	Evidence boundary
CRM Agent architecture	VERIFIED	Canonical skill spec deployed to Capability Hub and three runtimes
CRM reusable skill core	TESTED	60/60 PASS on Hub + three runtime executions
Data model / isolated local storage	TESTED	CRUD, owner isolation, dedupe, cleanup tests PASS
Permission model T0–T3	TESTED	deny-by-default, missing capability, T2/T3 deny tests PASS
Guardian risk gate	TESTED	prompt injection, credential, payment substitution, impersonation, consent abuse cases PASS
Approval Gateway boundary	TESTED	T3 remains fail-closed; execution is not granted
Audit evidence	TESTED	local CRM hashes + Morgan append-only events + canonical Supabase chain
Canonical shared CRM memory API	TESTED	authenticated append/read-back, 401 unauth, 0 chain failures
Automatic local→canonical per-CRUD replication	NOT IMPLEMENTED	Explicit sync API exists; transparent replication is not claimed
Contact/company/lead/opportunity/task core	TESTED	Functional tests PASS
Relationship graph core	TESTED	create/map tests PASS
Revenue analytics core	TESTED	computes only stored values; production data currently empty
Autonomous follow-up recommendations	TESTED	opt-out protection and recommendation-only boundary PASS
External follow-up sending	NOT IMPLEMENTED	T2 denied pending connector policy
Generalized reusable workflow DSL	PARTIAL	tasks/opportunity transitions implemented; full workflow DSL not implemented
Full AI Sales Copilot	PARTIAL	scoring/follow-up/next-action primitives implemented; full objection/cross-sell/up-sell model not complete
Full agent performance analytics	PARTIAL	core revenue/pipeline metrics exist; full requested performance metric set incomplete
Gmail adapter	NOT IMPLEMENTED	architecture defined only
Google Calendar adapter	NOT IMPLEMENTED	architecture defined only
Slack adapter	NOT IMPLEMENTED	architecture defined only
Telegram adapter	NOT IMPLEMENTED	architecture defined only
Website/API/database/spreadsheet adapters	NOT IMPLEMENTED	architecture defined only
External CRM adapters	REVIEWED / NOT INSTALLED	candidate review completed; no dependency silently added
Jarfis CRM capability	TESTED / RUNNABLE	registration + safe CRM smoke PASS
Morgan CRM capability	TESTED / RUNNABLE	registration + smoke + Morgan audit PASS
ORION aggregate CRM intelligence	TESTED	advisory-only cycle and inbox read-back PASS
30 CYBER HAK logical review	TESTED	30/30 hashed receipts in shared bounded runtime

A separate live NCA audit performed during this mission reported 1201 registered main-runtime NCA but only 88 agents satisfying the strict recent-work evidence gate at that audit point. CRM fleet registration does not promote queued/inactive registrations into working, live or autonomous agents.

Therefore:

• 1202 = unique configured CRM identities across main fleet + Morgan.
• It is not a claim of 1202 concurrently active CRM workers.

1. Implement governed T2 connector adapters with consent, rate limiting, recipient allowlists, connector-specific authentication and audit.
2. Add automatic policy-controlled local CRUD → canonical Supabase synchronization, including idempotency/retry/conflict handling.
3. Implement generalized durable workflow definitions and restart/recovery tests.
4. Expand Sales Copilot into evidence-backed objection, stalled-deal, cross-sell and up-sell modules.
5. Complete the requested per-agent performance metric set.
6. Perform a separately scoped compatibility review before hardening the pre-existing public.imperial_action_journal RLS issue.
7. Replace registry-bound AIP:<agent_id> identifiers with real cryptographic AI Passport attestation when that canonical mechanism is available.

• Architecture: VERIFIED.
• Core implementation: TESTED.
• Installation on three governed runtime projects: VERIFIED by read/run evidence.
• 1202 unique CRM identities configured: VERIFIED by 1201 + 1, with Morgan non-duplication checked.
• Jarfis: TESTED / RUNNABLE CRM safe capability.
• Morgan: TESTED / RUNNABLE CRM safe capability.
• ORION CRM aggregation: TESTED, ADVISORY_ONLY.
• Canonical CRM server memory: TESTED, Edge Function ACTIVE; automatic per-CRUD replication not complete.
• 30 CYBER HAK logical review: TESTED 30/30 in shared bounded runtime; independent-process claim explicitly denied.
• T2 external communication: NOT IMPLEMENTED / FAIL-CLOSED.
• T3 commercial/payment commitment: BLOCKED BY DESIGN PENDING APPROVAL GATEWAY.
• Full mission: PARTIAL, because the extended connector, generalized workflow, full copilot and automatic replication scope remains unfinished.