Set up CRM
What an agent needs so new signups show up as contacts.
This page makes new signups show up as contacts. Loading people you already have, and the lists they belong on, is Load an audience.
1. Use the Saasco MCP
If Saasco is not connected, read https://www.saasco.com/docs/mcp.mdx and follow the steps for this client. Sign in, allowing "Create and change data in your projects". Search with saasco_search_tools, then run the tool with saasco_execute_tool.
Pass project id YOUR-PROJECT-ID. On a connection scoped with ?projectId=, omit projectId.
2. Identify new signups
Contacts from the product come from identify(). If this repo does not call it with the user's id and email, follow Setup for coding agents.
Then follow Load an audience if they already have users to load. Do not invent people on this page.
Get Usage
Returns metered spend for the project over a date window, broken down by day, app, and upstream service. This is the cost side of the ledger. See Get Balance Transactions for how that spend drew down the credit balance.
Load an audience
What an agent needs to upsert real contacts and create lists through the MCP.