Skip to content

THE LEARNING LIBRARY

AI, with the pieces
put together.

Understand the vocabulary. Explore the architecture. See how the concepts show up in working systems.

YOUR STARTING POINT

New to this? Start with the connections.

Five foundations, in a useful order. No background in engineering required.

Start with APIs & connectors

01 / FOUNDATIONS

Get comfortable with the components.

01 / 09 APIs, MCPs & Connectors API A DEFINED REQUEST AND RESPONSE APPLICATION THE AI APPLICATION CONNECTOR AUTH · FIELDS · RETRIES PERMISSIONS DECIDE WHAT PASSES CRM SYSTEM OF RECORD MCP · ONE WAY TO DESCRIBE WHAT IS THERE THE REQUEST, AND THE DATA IT RETURNS /LEARN/APIS-MCPS-CONNECTORS 01

APIs, MCPs & Connectors

How AI reaches your company’s tools and information.

Read the guide →
02 / 09 Tools & Skills TOOL CALL READ WRITE A CAPABILITY. IT CAN BE INVOKED. SKILL GOLD STANDARD 01020304 A PROCEDURE. IT DECIDES ORDER. SAME TOOL. DIFFERENT PROCEDURE. THE PROCEDURE CALLING THE CAPABILITY /LEARN/TOOLS-AND-SKILLS 02

Tools & Skills

The difference between a capability and a procedure.

Read the guide →
03 / 09 AI Agents THE JOB CONTEXT MODEL TOOL 01TOOL 02TOOL 03 BOUNDARY · ALLOWED ACTIONS ONLY STOP CONDITION OR HAND TO A PERSON OBSERVE · CHOOSE · ACT THE JOB MOVING THROUGH THE AGENT /LEARN/AI-AGENTS 03

AI Agents

Give an agent a job, the right context, and a boundary.

Read the guide →
04 / 09 Workflows & Automations TRIGGER ADDED LAST AFTER THE STEPS CONNECT 01020304 INTAKEDRAFTCHECKSEND EACH STEP HANDS THE NEXT A USABLE INPUT NAMED PERSON THE FAILED PATH HAS AN OWNER THE WORK MOVING BETWEEN STEPS /LEARN/WORKFLOWS-AUTOMATIONS 04

Workflows & Automations

Connect the steps before you hand them a trigger.

Read the guide →
05 / 09 Context & Memory CONTEXT WINDOW WHAT THE MODEL SEES, THIS TURN FALLS OFF THE EDGE MEMORY WHAT THE SYSTEM KEEPS APPROVEDFACTSDECISIONSQUESTIONS RETRIEVED APPROVED WORK IS WRITTEN BACK WHAT MOVES IN AND OUT OF CONTEXT /LEARN/CONTEXT-AND-MEMORY 05

Context & Memory

What the model can see, and what the system remembers.

Read the guide →

02 / ARCHITECTURE

See the system behind the tools.

03 / PUT IT TO WORK

Understanding AI is the starting point.

AI in Practice covers the Company OS, the Method, the Intake, and adoption.

Explore AI in Practice