Agent-native CRM + ERP In development

Give agents the context.
Keep the final say.

Houzle is building a business system where AI agents work with structured records, explicit permissions and a clear path to human review.

The API foundation is available. The full product and self-service sign-up are still in development.

Concept preview › Agent workM
WORK, WITH BOUNDARIES

A clearer way to delegate.

Illustrative concept
01 / READContextOnly what an agent may see
02 / PREPAREProposalTyped action + evidence
03 / DECIDEPolicyRun, review or reject
Example actionNeeds review
AAgent proposes a follow-upSales agent · customer account
Intended actionSend a customer message

The agent may draft a reply. Sending requires separate permission or human approval.

Draft allowedSend: review
Policy view⌘
RRead accountPermitted✓
DPrepare draftPermitted✓
SSend messageReview required↗
A product concept, showing the intended relationship between agents, policies and people.
MODEL AGNOSTIC BY DESIGN
ClaudeCodexHermesCustom agentsREST + MCP
SAFETY BUILT IN

Control belongs in the system,
not in a prompt.

Agents need useful access. Businesses need boundaries they can inspect and change.

01 / PRINCIPLE

Permission is explicit

An agent identity is scoped to an organization and to the actions it may take. Reading, drafting and executing are separate decisions.

02 / PRINCIPLE

Context has a source

Business records are structured. The design records where important information came from, when it changed and who is responsible.

03 / PRINCIPLE

Actions leave a trail

Requests are designed around clear business intentions, idempotency and audit data so a person can understand the result.

HOW A RUN SHOULD WORK

From an intention
to a known result.

A business action has a path: understand the context, prepare the proposal, apply policy and record the outcome.

AIllustrative agent runSTEP 01 / 04
UNDERSTAND

Read permitted context

Read a permitted account record and its next action.

Actor Sales agentScope Account read

Example of the intended flow. The full workflow is in development.

THE PRODUCT ROADMAP

One business context.
Built in useful stages.

We are starting with the platform and CRM foundations, then adding the workflows agents need to do real business work.

Foundation in place

Control plane

Tenant isolation, identity, permissions, reliability and audit foundations are being built in the API.

In development

CRM

Accounts, contacts, pipelines, opportunities, activities and conversations are the first business workflows.

Planned for MVP

Communications

Email connection, conversation context, drafts and human review are part of the initial product scope.

Later phases

ERP

Quotes and orders come before purchasing and inventory. Full accounting and autonomous payments are outside the first release.

FOR DEVELOPERS

An API first, so agents can actually use it.

REST and OpenAPI are the base of Houzle’s agent interface. MCP support is being built over the same domain logic. The published reference shows today’s available routes.

Read the API reference
houzle / API
# Explore current routes
# Business tools and console: in development

Questions

Can I sign up and connect an agent today?

Not yet. Houzle is in active development. The public API reference shows what is available now; a self-service console and complete business workflows are still being built.

Will it work with my choice of agent?

That is the goal. The architecture uses REST/OpenAPI as its base and is adding MCP tools, so business logic does not depend on one model or a private prompt. Business MCP tools are still in development.

How will sensitive actions be controlled?

The product design separates reading, preparing and executing. Policies can require human review for sensitive actions and the system records what happened. The end-to-end review experience is not released yet.

Does Houzle handle accounting or payments?

Complete accounting, payroll and autonomous financial transactions are outside the initial scope. The roadmap starts with CRM and then basic quotes and orders.

HOUZLE IS TAKING SHAPE

A real back office for your agents.

Follow what exists today in the public API reference. We’ll add the business workflows as they’re ready.

Explore the API