Example 1: Simple CRM access

A minimal playbook: one Postgres source, two entities, one relationship, and one access rule.

Use case: A sales rep asks their agent "How many accounts do I own?" and only sees accounts linked to their user_id.

Files

File	Role
`playbooks/simple-crm-access.json`	Entities, relationship, routing, access
`bindings/simple-crm-access.postgres.yaml`	Maps to `users` and `accounts` tables
`profiles/local.yaml`	Postgres credentials (`warehouse_pg`)

Step 1 — Connect Postgres

anythinggraph source add

Choose PostgreSQL and register warehouse_pg, or set manually:

# profiles/local.yaml
sources:
  warehouse_pg:
    adapter: sql
    dsn: env:AG_SQL_DSN

Step 2 — Write the playbook

{
  "id": "simple-crm-access",
  "name": "Simple CRM access",
  "description": "Sales rep sees accounts they own in Postgres.",
  "entities": {
    "crm_user": {
      "identifier": "user_id",
      "attributes": ["full_name"]
    },
    "crm_account": {
      "identifier": "account_name",
      "attributes": ["industry"]
    }
  },
  "relationships": {
    "owns_account": { "from": "crm_user", "to": "crm_account" }
  },
  "sources": {
    "crm_user": "postgres",
    "crm_account": "postgres"
  },
  "access": {
    "summary": "CRM users read accounts they own.",
    "subject": "crm_user",
    "subject_id": "user_id",
    "allow": [
      { "relationship": "owns_account", "resource": "crm_account" }
    ]
  }
}

Save to playbooks/simple-crm-access.json.

Step 3 — Write the binding

source_id: warehouse_pg

entities:
  crm_user:
    from: users
    id: user_id
    fields: [full_name]

  crm_account:
    from: accounts
    id: account_name
    fields: [industry]

relationships:
  owns_account:
    object: crm_account
    link_column: owner_user_id

Save to bindings/simple-crm-access.postgres.yaml.

owner_user_id on accounts is the foreign key that implements owns_account.

Step 4 — Test the query

curl -s http://127.0.0.1:8787/query \
  -H 'Content-Type: application/json' \
  -d '{
    "playbook_id": "simple-crm-access",
    "resolve": { "entity": "crm_user", "by_name": "Alex Anderson" },
    "count": { "relationship": "owns_account", "object_entity": "crm_account" }
  }'

Expected behavior: returns a count of accounts where owner_user_id matches Alex's user_id, with structured proof.

Step 5 — Ask via MCP

With Cursor or Claude connected to Anything Graph MCP, try:

Who is Alex Anderson?
How many accounts does Alex Anderson own?
List industries for accounts Alex owns.

The agent uses playbook vocabulary — not ad-hoc SQL.

What you learned

One source key (postgres) → one binding file.
Entities define what; bindings define where.
ReBAC limits results to rows linked through owns_account.