# Sydbar > Sydbar is the agentic CRM for agencies whose work doesn't fit into one inbox: client mail sorted by client (people in, bots and newsletters out), the client's agreement and milestones beside every email, what needs you next, deal stages and open money, scopes of work from call transcripts with a client portal, GitHub and Linear delivery tracking that drafts milestone invoices, booking pages, agent email that answers routine mail and chases overdue invoices inside rules the owner sets, and an MCP server for AI agents. Email goes out only when the owner sends it or when it fits the agent email rules they turned on. Owners running more than one agency or brand get one inbox per business, and businesses never share data. Every page is also available as Markdown at https://sydbar.app/docs/.md. All of it in one file: https://sydbar.app/llms-full.txt ## Getting started - [What is Sydbar](https://sydbar.app/docs/what-is-sydbar.md): The 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. - [Quickstart](https://sydbar.app/docs/quickstart.md): From sign-in to your first sent reply in about ten minutes. - [Concepts](https://sydbar.app/docs/concepts.md): Businesses, conversations, clients, context and approval. The handful of ideas everything else is built on. - [Sydbar on your phone](https://sydbar.app/docs/mobile.md): What works on a phone, the swipe gestures, and what's kept for a computer. ## Inbox - [The inbox](https://sydbar.app/docs/inbox.md): Pulse, Columns and views, what "Needs you" means, archive and trash, always-archive rules, and how new mail arrives. - [Tags](https://sydbar.app/docs/tags.md): Marketing, Operations, Finance and Clients. A second layer inside each business, mirrored to Gmail labels. - [Reply to an email](https://sydbar.app/docs/replies.md): Write a reply, reply all, attach an invoice or leave it out, and send it from the business's own mailbox. - [Email signatures](https://sydbar.app/docs/signatures.md): Import your Gmail signature or design one per business, with your logo, brand color and social links. - [Follow-ups and subscriptions](https://sydbar.app/docs/follow-ups.md): Bring a conversation back on a date, and keep track of renewals so you can cancel in time. - [Search and shortcuts](https://sydbar.app/docs/search.md): Find conversations, clients and invoices with ⌘K, and the keys that make Sydbar faster. ## Clients and deals - [Clients](https://sydbar.app/docs/clients.md): The client record, how mail links to a client, open money, and what Sydbar may use about them. - [Client team](https://sydbar.app/docs/client-team.md): Keep the people you work with at each client in one place, and write to several of them in one email. - [Deal stages and payments](https://sydbar.app/docs/deal-stages.md): Lead, Proposal, Active, Invoiced and Paid. How Sydbar decides, how to correct it, and how "Looks paid" works. - [Invoices](https://sydbar.app/docs/invoices.md): Create an invoice from an email, revise it in plain words, attach the PDF to your reply and approve it. ## Projects - [The agency loop](https://sydbar.app/docs/agency-loop.md): From the discovery call to an accepted scope of work, delivered milestones and paid invoices, without retyping anything. - [The client portal](https://sydbar.app/docs/client-portal.md): Every client gets one private page: the scope of work to sign, milestones, progress and invoices. No account needed. - [GitHub and Linear](https://sydbar.app/docs/github-linear.md): Start each project from the agreed scope, then watch the work move against the milestones the client signed up for. ## Calendar - [Calendar](https://sydbar.app/docs/calendar.md): Your Google Calendar with Sydbar's dates on top: follow-ups, renewals and invoices due. - [Booking pages](https://sydbar.app/docs/booking-pages.md): Public 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 emails](https://sydbar.app/docs/booking-emails.md): The confirmation, reminder and owner alert Sydbar sends for each booking, in your business's brand. ## Business context - [Set up a business](https://sydbar.app/docs/business-setup.md): The three steps at /setup. Tell Sydbar about your business, check what it learned, bring in your email. - [Business context](https://sydbar.app/docs/context.md): What Sydbar knows about a business. The interview, documents and Notion pages, used only after you confirm them. - [Notion](https://sydbar.app/docs/notion.md): Use your Notion pages (rate cards, processes, client notes) as context, kept up to date every hour. ## Connections - [Connections and permissions](https://sydbar.app/docs/connections.md): Every connection Sydbar can have, what each lets it do, where it's kept and how to remove it. - [Connect Gmail](https://sydbar.app/docs/gmail.md): Connect a Gmail or Google Workspace account through Google. What Sydbar reads, what it changes in Gmail, and how often. - [App passwords](https://sydbar.app/docs/app-passwords.md): Connect 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 Sydbar](https://sydbar.app/docs/ai.md): What Sydbar uses AI for, which key pays for it, and the models behind it. - [Agent email](https://sydbar.app/docs/agent-email.md): Let 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 agent](https://sydbar.app/docs/agents.md): Let 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 reference](https://sydbar.app/docs/agent-tools.md): The fourteen MCP tools Sydbar gives an agent, their inputs, and the rules every tool follows. - [Prompt library](https://sydbar.app/docs/agent-prompts.md): Ready-to-paste prompts for your agent once Sydbar is connected. Daily triage, invoices, follow-ups, clients and booking. ## Account and security - [Account and sign-in](https://sydbar.app/docs/account.md): Signing in with email and password, who can create an account, email codes, and light or dark appearance. - [Security and privacy](https://sydbar.app/docs/security.md): The rules Sydbar follows with your mail, your clients and your connections. - [Limits](https://sydbar.app/docs/limits.md): Every cap in Sydbar in one place. Mail, files, booking, teams, agents and more. - [FAQ](https://sydbar.app/docs/faq.md): Short, true answers to the questions people ask most. - [Troubleshooting](https://sydbar.app/docs/troubleshooting.md): The messages you might see, what they mean, and what to do.