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feat: add preview-first CRM Gmail sweep #20

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feat: add preview-first CRM Gmail sweep
rudijetson Aug 19, 2026
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build: refresh CLI CRM Gmail sweep bundle
rudijetson Aug 19, 2026
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1 change: 1 addition & 0 deletions AGENTS.md
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Original file line number Diff line number Diff line change
Expand Up @@ -26,6 +26,7 @@ tests when the grouping changes.

- `rudi auth`, `check`, `info`, `local-llm`, `mcp`, `runtime`
- `rudi daemon`, `shims`, `studio`, `which`, `lanes`, `leverage`
- `rudi crm sweep-gmail`

### Internal

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16 changes: 16 additions & 0 deletions README.md
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Expand Up @@ -99,6 +99,22 @@ rudi secrets get OPENAI_API_KEY # Print raw value for scripts only
rudi secrets remove SLACK_BOT_TOKEN # Remove a secret
```

### Discovering CRM Contacts from Gmail

Sweep a bounded window from one explicitly selected authenticated account. The
default preview writes a private JSON artifact and does not change CRM state:

```bash
rudi crm sweep-gmail \
--account operator@example.com \
--after 2026-01-01 \
--before 2026-08-05
```

After reviewing the preview, `--record` stores idempotent header observations in
CRM discovery and runs its validators. Neither mode creates, merges, or attaches
CRM people. The sweep reads address headers only and excludes spam and trash.

### Integrating with AI Agents

See [Frontier Agent Hosts](docs/frontier-agent-hosts.md) for the complete
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