Sydbar Docs
Everything Sydbar does, how to set it up, and what it will and won’t do on its own. Written for people and for the AI agents that work with them.
Popular
Getting startedQuickstartFrom sign-in to your first sent reply in about ten minutes.InboxReply to an emailWrite a reply, reply all, attach an invoice or leave it out, and send it from the business's own mailbox.Clients and dealsInvoicesCreate an invoice from an email, revise it in plain words, attach the PDF to your reply and approve it.AI and agentsConnect an AI agentLet Claude Code, Codex, Cursor, Claude Desktop or any MCP client read your workspace, prepare work and draft replies, and send them if you allow it.
For your agent
Give your AI the whole manual
Every page has Copy page and a plain Markdown version. The whole help center is indexed at /llms.txt, and all of it in one file at /llms-full.txt.
To let an agent work inside your workspace, not just read about it, connect it over MCP.
Teach your agent about Sydbar
Read https://sydbar.app/llms.txt. It's the index of Sydbar's documentation (Sydbar is my email-first CRM). Use those pages to answer my questions about Sydbar, open the linked .md pages when you need detail, and tell me when the docs don't cover something instead of guessing.
Docs index for agents
https://sydbar.app/llms.txtBrowse by topic
Getting started
- What is SydbarThe agentic CRM for agencies whose work doesn't fit into one inbox. Sydbar keeps every client's story, from mail, calls, scope and code. Its agents answer the routine, chase what's owed and draft the rest, inside rules you set.
- QuickstartFrom sign-in to your first sent reply in about ten minutes.
- ConceptsBusinesses, conversations, clients, context and approval. The handful of ideas everything else is built on.
- Sydbar on your phoneWhat works on a phone, the swipe gestures, and what's kept for a computer.
Inbox
- The inboxPulse, Columns and views, what "Needs you" means, archive and trash, always-archive rules, and how new mail arrives.
- TagsMarketing, Operations, Finance and Clients. A second layer inside each business, mirrored to Gmail labels.
- Reply to an emailWrite a reply, reply all, attach an invoice or leave it out, and send it from the business's own mailbox.
- Email signaturesImport your Gmail signature or design one per business, with your logo, brand color and social links.
- Follow-ups and subscriptionsBring a conversation back on a date, and keep track of renewals so you can cancel in time.
- Search and shortcutsFind conversations, clients and invoices with ⌘K, and the keys that make Sydbar faster.
Clients and deals
- ClientsThe client record, how mail links to a client, open money, and what Sydbar may use about them.
- Client teamKeep the people you work with at each client in one place, and write to several of them in one email.
- Deal stages and paymentsLead, Proposal, Active, Invoiced and Paid. How Sydbar decides, how to correct it, and how "Looks paid" works.
- InvoicesCreate an invoice from an email, revise it in plain words, attach the PDF to your reply and approve it.
Projects
- The agency loopFrom the discovery call to an accepted scope of work, delivered milestones and paid invoices, without retyping anything.
- The client portalEvery client gets one private page: the scope of work to sign, milestones, progress and invoices. No account needed.
- GitHub and LinearStart each project from the agreed scope, then watch the work move against the milestones the client signed up for.
Calendar
- CalendarYour Google Calendar with Sydbar's dates on top: follow-ups, renewals and invoices due.
- Booking pagesPublic links people use to book time on your calendar, with Google Meet and invites. Set them up in the app or from your agent.
- Booking emailsThe confirmation, reminder and owner alert Sydbar sends for each booking, in your business's brand.
Business context
- Set up a businessThe three steps at /setup. Tell Sydbar about your business, check what it learned, bring in your email.
- Business contextWhat Sydbar knows about a business. The interview, documents and Notion pages, used only after you confirm them.
- NotionUse your Notion pages (rate cards, processes, client notes) as context, kept up to date every hour.
Connections
- Connections and permissionsEvery connection Sydbar can have, what each lets it do, where it's kept and how to remove it.
- Connect GmailConnect a Gmail or Google Workspace account through Google. What Sydbar reads, what it changes in Gmail, and how often.
- App passwordsConnect Gmail, Google Workspace, iCloud, Yahoo and most other mail with an app password. Where to create one for each, and why Microsoft mailboxes can't connect yet.
AI and agents
- AI in SydbarWhat Sydbar uses AI for, which key pays for it, and the models behind it.
- Agent emailLet agents answer email for a business, inside rules you set: which situations, at what level, and the guardrails every agent email passes.
- Connect an AI agentLet Claude Code, Codex, Cursor, Claude Desktop or any MCP client read your workspace, prepare work and draft replies, and send them if you allow it.
- Agent tools referenceThe fourteen MCP tools Sydbar gives an agent, their inputs, and the rules every tool follows.
- Prompt libraryReady-to-paste prompts for your agent once Sydbar is connected. Daily triage, invoices, follow-ups, clients and booking.
Account and security
- Account and sign-inSigning in with email and password, who can create an account, email codes, and light or dark appearance.
- Security and privacyThe rules Sydbar follows with your mail, your clients and your connections.
- LimitsEvery cap in Sydbar in one place. Mail, files, booking, teams, agents and more.
- FAQShort, true answers to the questions people ask most.
- TroubleshootingThe messages you might see, what they mean, and what to do.
Three promises. You decide what leaves: you send it, or an agent sends it inside rules you set. Nothing is invented: amounts, dates and terms come from your mail, calls and confirmed context. Each business stays separate.