application public active Verified 2026-04-25

TopoloCRM

CRM workflows, records, and SDR inbox/control-plane services exposed through the platform auth layer.

Documentation Map

What It Is

CRM workflows, records, and SDR inbox/control-plane services exposed through the platform auth layer.

Canonical documentation for TopoloCRM lives in `PlatformApplications/TopoloDocs`.

Use this repository for implementation only. Local product and operational docs have been retired in favor of the docs application.

Architecture

Owners: crm

Source repos: PlatformApplications/TopoloCRM

Dependencies: topolo-auth, topolo-one, applications-packages

Repo shape

PlatformApplications/TopoloCRM/README.md
PlatformApplications/TopoloCRM/all-contacts.csv
PlatformApplications/TopoloCRM/app/
PlatformApplications/TopoloCRM/backend.log
PlatformApplications/TopoloCRM/docs/
PlatformApplications/TopoloCRM/frontend.log
PlatformApplications/TopoloCRM/infra/
PlatformApplications/TopoloCRM/migration.config.ts
PlatformApplications/TopoloCRM/package-lock.json
PlatformApplications/TopoloCRM/package.json
PlatformApplications/TopoloCRM/packages/
PlatformApplications/TopoloCRM/pnpm-lock.yaml
PlatformApplications/TopoloCRM/postman-collection.json
PlatformApplications/TopoloCRM/scripts/
PlatformApplications/TopoloCRM/topolo.cloudcontrol.json

Runtime Surfaces

Hosts:

https://crm.topolo.app

topolo-crm-frontend

Config: PlatformApplications/TopoloCRM/app/wrangler.toml

Main: not declared

Routes: workers.dev or asset-only surface

edge-crm

Config: PlatformApplications/TopoloCRM/packages/backend/wrangler.toml

Main: index.ts

Routes: workers.dev or asset-only surface

API Reference

Coverage: OpenAPI-backed

Source: PlatformApplications/TopoloCRM/packages/backend/openapi.yaml

Source exists in repo: yes

CRM owns its worker API contract and delegates browser login, cookie refresh, logout propagation, one-time `sso_code` callback exchange, and shared-launcher Auth data reads to the shared Auth client plus same-origin `/api/auth/*` Pages gateway. The explicit `/login` route renders the branded shared LoginPage without an initial refresh probe, embedded password-login success returns to the CRM route tree after shared Auth token persistence, shared Auth token update events are treated as already-persisted state, and the browser app does not expose a legacy `/sso?token=` token handoff route or app-local `/sso/exchange` parser. CRM keeps same-tab sessionStorage access-token restore enabled by default after login and refresh so normal reloads do not appear logged out before cookie refresh completes. The callback route guards one-time code exchange with a fixed `/dashboard` completion target so Auth home-path re-resolution cannot retry an already consumed `sso_code`. CRM exposes `GET /api/widget` with the shared `@topolo/sdk` widget response contract for TopoloOne live workspace.

App API page: /reference/apps/topolo-crm

Generated OpenAPI page: /reference/generated/topolo-crm

Operations: 23

Security schemes: none declared

Auth and Permissions

Depends on Topolo Auth: yes

Service IDs:

srv_iCwM4jGXcwlj

API key scopes

activities.read

View customer activities and history

Resource pattern: none

activities.write

Log customer activities and notes

Resource pattern: none

api_keys.write

Manage CRM machine credentials

Resource pattern: none

attachments.read

View CRM attachments and files

Resource pattern: none

attachments.write

Upload and manage CRM attachments and files

Resource pattern: none

commissions.read

View commission records and payouts

Resource pattern: none

commissions.write

Create and manage commission records and payouts

Resource pattern: none

companies.read

View companies and account records

Resource pattern: none

companies.write

Create and manage companies and account records

Resource pattern: none

contacts.read

View customer contacts and profiles

Resource pattern: none

contacts.write

Create and edit customer contacts

Resource pattern: none

deals.read

View sales deals and opportunities

Resource pattern: none

deals.write

Manage sales deals and pipeline

Resource pattern: none

documents.read

View CRM documents and transaction files

Resource pattern: none

documents.write

Create and manage CRM documents and transaction files

Resource pattern: none

listings.read

View property listings

Resource pattern: none

listings.write

Create and manage property listings

Resource pattern: none

notes.read

View CRM notes and contact history

Resource pattern: none

notes.write

Create and manage CRM notes

Resource pattern: none

offers.read

View offers and negotiation records

Resource pattern: none

Service permissions

activities:read, activities:write, api_keys:write, attachments:read, attachments:write, commissions:read, commissions:write, companies:read, companies:write, contacts:read, contacts:write, deals:read, deals:write, documents:read, documents:write, listings:read, listings:write, notes:read, notes:write, offers:read