lossless-crm-interface-guidelines
Conventions for reading and writing the operator's Twenty CRM instances (Lossless, Palmer AI, The Water Foundation) via MCP. Use whenever adding or enriching a company, person, deal, thesis, event, or portfolio relationship; when triaging a list or export into the CRM; or when extending the CRM schema. Encodes instance routing, the custom object model (Investment, Deal Source, Deal Prospect, Thesis, Thesis Fit, Events, Interaction), the forced-choice scoring standard, provenance rules, the companion-timeline-row rule that makes custom objects visible on a Person or Company timeline, and known MCP pitfalls.