@crmy/cli 0.5.1

package/src/commands/mcp.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
+import { loadConfigFile } from '../config.js';
+
+export function mcpCommand(): Command {
+  return new Command('mcp')
+    .description('Start stdio MCP server (for Claude Code)')
+    .action(async () => {
+      const config = loadConfigFile();
+
+      const databaseUrl = process.env.DATABASE_URL ?? config.database?.url;
+      const apiKey = process.env.CRMY_API_KEY ?? config.apiKey;
+
+      if (!databaseUrl) {
+        console.error('No database URL. Run `crmy init` first or set DATABASE_URL.');
+        process.exit(1);
+      }
+
+      process.env.CRMY_IMPORTED = '1';
+
+      const { initPool, createMcpServer } = await import('@crmy/server');
+      const { runMigrations } = await import('@crmy/server');
+
+      const db = await initPool(databaseUrl);
+      await runMigrations(db);
+
+      // Resolve actor from API key or create default
+      let actor = {
+        tenant_id: '',
+        actor_id: 'cli-agent',
+        actor_type: 'agent' as const,
+        role: 'owner' as const,
+      };
+
+      if (apiKey) {
+        const crypto = await import('node:crypto');
+        const keyHash = crypto.createHash('sha256').update(apiKey).digest('hex');
+        const result = await db.query(
+          `SELECT ak.tenant_id, ak.user_id, ak.scopes, u.role
+           FROM api_keys ak LEFT JOIN users u ON ak.user_id = u.id
+           WHERE ak.key_hash = $1`,
+          [keyHash],
+        );
+        if (result.rows.length > 0) {
+          const row = result.rows[0];
+          actor = {
+            tenant_id: row.tenant_id,
+            actor_id: row.user_id ?? 'api-key-agent',
+            actor_type: 'agent',
+            role: row.role ?? 'member',
+          };
+        }
+      }
+
+      // Fallback: use default tenant
+      if (!actor.tenant_id) {
+        const tenantResult = await db.query("SELECT id FROM tenants WHERE slug = 'default' LIMIT 1");
+        if (tenantResult.rows.length > 0) {
+          actor.tenant_id = tenantResult.rows[0].id;
+        }
+      }
+
+      const server = createMcpServer(db, () => actor);
+      const transport = new StdioServerTransport();
+      await server.connect(transport);
+    });
+}

package/src/commands/migrate.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { loadConfigFile } from '../config.js';
+
+export function migrateCommand(): Command {
+  const cmd = new Command('migrate').description('Database migrations');
+
+  cmd.command('run')
+    .action(async () => {
+      const config = loadConfigFile();
+      const databaseUrl = process.env.DATABASE_URL ?? config.database?.url;
+      if (!databaseUrl) {
+        console.error('No database URL configured.');
+        process.exit(1);
+      }
+      process.env.CRMY_IMPORTED = '1';
+      const { initPool, closePool, runMigrations } = await import('@crmy/server');
+      const db = await initPool(databaseUrl);
+      const ran = await runMigrations(db);
+      if (ran.length === 0) {
+        console.log('No pending migrations.');
+      } else {
+        console.log(`Ran ${ran.length} migration(s): ${ran.join(', ')}`);
+      }
+      await closePool();
+    });
+
+  cmd.command('status')
+    .action(async () => {
+      const config = loadConfigFile();
+      const databaseUrl = process.env.DATABASE_URL ?? config.database?.url;
+      if (!databaseUrl) {
+        console.error('No database URL configured.');
+        process.exit(1);
+      }
+      process.env.CRMY_IMPORTED = '1';
+      const { initPool, closePool } = await import('@crmy/server');
+      const { getMigrationStatus } = await import('@crmy/server/dist/db/migrate.js');
+      const db = await initPool(databaseUrl);
+      const status = await getMigrationStatus(db);
+      console.log('Applied:', status.applied.length ? status.applied.join(', ') : '(none)');
+      console.log('Pending:', status.pending.length ? status.pending.join(', ') : '(none)');
+      await closePool();
+    });
+
+  return cmd;
+}

package/src/commands/notes.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { getClient } from '../client.js';
+
+export function notesCommand(): Command {
+  const cmd = new Command('notes').description('Manage notes and comments on CRM objects');
+
+  cmd.command('list <object_type> <object_id>')
+    .description('List notes for an object (contact, account, opportunity, use_case)')
+    .option('--visibility <vis>', 'Filter: internal or external')
+    .option('--pinned', 'Show only pinned notes')
+    .action(async (objectType, objectId, opts) => {
+      const client = await getClient();
+      const result = await client.call('note_list', {
+        object_type: objectType,
+        object_id: objectId,
+        visibility: opts.visibility,
+        pinned: opts.pinned ?? undefined,
+        limit: 20,
+      });
+      const data = JSON.parse(result);
+      if (data.notes?.length === 0) {
+        console.log('No notes found.');
+        return;
+      }
+      for (const n of data.notes ?? []) {
+        const pin = n.pinned ? ' 📌' : '';
+        const vis = n.visibility === 'external' ? ' [external]' : '';
+        console.log(`  [${(n.id as string).slice(0, 8)}]${pin}${vis} ${n.author_type}/${n.author_id ?? 'anon'}`);
+        console.log(`    ${n.body.slice(0, 120)}`);
+        console.log(`    ${n.created_at}\n`);
+      }
+      if (data.total > 20) console.log(`  Showing 20 of ${data.total} notes`);
+      await client.close();
+    });
+
+  cmd.command('add <object_type> <object_id>')
+    .description('Add a note to an object')
+    .option('--parent <id>', 'Reply to a note (thread)')
+    .option('--external', 'Make note visible externally')
+    .option('--pin', 'Pin this note')
+    .action(async (objectType, objectId, opts) => {
+      const { default: inquirer } = await import('inquirer');
+      const answers = await inquirer.prompt([
+        { type: 'input', name: 'body', message: 'Note:' },
+      ]);
+
+      const client = await getClient();
+      const result = await client.call('note_create', {
+        object_type: objectType,
+        object_id: objectId,
+        body: answers.body,
+        parent_id: opts.parent,
+        visibility: opts.external ? 'external' : 'internal',
+        pinned: opts.pin ?? false,
+      });
+      const data = JSON.parse(result);
+      console.log(`\n  Note created: ${data.note.id}\n`);
+      await client.close();
+    });
+
+  cmd.command('get <id>')
+    .action(async (id) => {
+      const client = await getClient();
+      const result = await client.call('note_get', { id });
+      const data = JSON.parse(result);
+      console.log(`\n  ${data.note.body}\n`);
+      if (data.replies?.length > 0) {
+        console.log(`  ${data.replies.length} replies:`);
+        for (const r of data.replies) {
+          console.log(`    [${(r.id as string).slice(0, 8)}] ${r.body.slice(0, 80)}`);
+        }
+      }
+      await client.close();
+    });
+
+  cmd.command('delete <id>')
+    .action(async (id) => {
+      const client = await getClient();
+      const result = await client.call('note_delete', { id });
+      console.log(JSON.parse(result));
+      await client.close();
+    });
+
+  return cmd;
+}

package/src/commands/opps.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { getClient } from '../client.js';
+
+export function oppsCommand(): Command {
+  const cmd = new Command('opps').description('Manage opportunities');
+
+  cmd.command('list')
+    .option('--stage <stage>', 'Filter by stage')
+    .option('-q, --query <query>', 'Search query')
+    .action(async (opts) => {
+      const client = await getClient();
+      const result = await client.call('opportunity_search', { query: opts.query, stage: opts.stage, limit: 20 });
+      const data = JSON.parse(result);
+      if (data.opportunities?.length === 0) {
+        console.log('No opportunities found.');
+        return;
+      }
+      console.table(data.opportunities?.map((o: Record<string, unknown>) => ({
+        id: (o.id as string).slice(0, 8),
+        name: o.name,
+        stage: o.stage,
+        amount: o.amount ?? 0,
+        close_date: o.close_date ?? '',
+      })));
+      if (data.total > 20) console.log(`\n  Showing 20 of ${data.total} opportunities`);
+      await client.close();
+    });
+
+  cmd.command('get <id>')
+    .description('Get opportunity details')
+    .action(async (id) => {
+      const client = await getClient();
+      const result = await client.call('opportunity_get', { id });
+      console.log(JSON.parse(result));
+      await client.close();
+    });
+
+  cmd.command('create')
+    .description('Create a new opportunity')
+    .action(async () => {
+      const { default: inquirer } = await import('inquirer');
+      const answers = await inquirer.prompt([
+        { type: 'input', name: 'name', message: 'Opportunity name:' },
+        { type: 'input', name: 'account_id', message: 'Account ID (optional):' },
+        { type: 'input', name: 'amount', message: 'Amount (optional):' },
+        {
+          type: 'list',
+          name: 'stage',
+          message: 'Stage:',
+          choices: ['prospecting', 'qualification', 'proposal', 'negotiation', 'closed_won', 'closed_lost'],
+          default: 'prospecting',
+        },
+        { type: 'input', name: 'close_date', message: 'Close date YYYY-MM-DD (optional):' },
+      ]);
+
+      const client = await getClient();
+      const result = await client.call('opportunity_create', {
+        name: answers.name,
+        account_id: answers.account_id || undefined,
+        amount: answers.amount ? parseFloat(answers.amount) : undefined,
+        stage: answers.stage,
+        close_date: answers.close_date || undefined,
+      });
+      const data = JSON.parse(result);
+      console.log(`\n  Created opportunity: ${data.opportunity.id}\n`);
+      await client.close();
+    });
+
+  cmd.command('advance <id> <stage>')
+    .description('Advance opportunity to a new stage')
+    .option('--note <note>', 'Optional note')
+    .option('--lost-reason <reason>', 'Required when stage is closed_lost')
+    .action(async (id, stage, opts) => {
+      const client = await getClient();
+      const result = await client.call('opportunity_advance_stage', {
+        id,
+        stage,
+        note: opts.note,
+        lost_reason: opts.lostReason,
+      });
+      const data = JSON.parse(result);
+      console.log(`  Stage updated to: ${data.opportunity.stage}`);
+      await client.close();
+    });
+
+  cmd.command('delete <id>')
+    .description('Permanently delete an opportunity (admin/owner only)')
+    .action(async (id) => {
+      const { default: inquirer } = await import('inquirer');
+      const { confirm } = await inquirer.prompt([
+        { type: 'confirm', name: 'confirm', message: `Delete opportunity ${id}? This cannot be undone.`, default: false },
+      ]);
+      if (!confirm) { console.log('  Cancelled.'); return; }
+
+      const client = await getClient();
+      const result = await client.call('opportunity_delete', { id });
+      const data = JSON.parse(result);
+      if (data.deleted) console.log(`  Deleted.`);
+      await client.close();
+    });
+
+  return cmd;
+}

package/src/commands/pipeline.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { getClient } from '../client.js';
+
+export function pipelineCommand(): Command {
+  return new Command('pipeline')
+    .description('Show pipeline summary by stage')
+    .action(async () => {
+      const client = await getClient();
+      const result = await client.call('pipeline_summary', { group_by: 'stage' });
+      const data = JSON.parse(result);
+
+      console.log(`\n  Pipeline: $${(data.total_value / 100).toLocaleString()} across ${data.count} opportunities\n`);
+
+      if (data.by_stage?.length > 0) {
+        console.table(data.by_stage.map((s: Record<string, unknown>) => ({
+          stage: s.stage,
+          count: s.count,
+          value: `$${((s.value as number) / 100).toLocaleString()}`,
+        })));
+      }
+      await client.close();
+    });
+}

package/src/commands/search.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { getClient } from '../client.js';
+
+export function searchCommand(): Command {
+  return new Command('search')
+    .description('Cross-entity search')
+    .argument('<query>', 'Search query')
+    .action(async (query) => {
+      const client = await getClient();
+      const result = await client.call('crm_search', { query, limit: 10 });
+      const data = JSON.parse(result);
+
+      if (data.contacts?.length > 0) {
+        console.log('\n  Contacts:');
+        console.table(data.contacts.map((c: Record<string, unknown>) => ({
+          id: (c.id as string).slice(0, 8),
+          name: `${c.first_name} ${c.last_name}`,
+          email: c.email ?? '',
+        })));
+      }
+      if (data.accounts?.length > 0) {
+        console.log('\n  Accounts:');
+        console.table(data.accounts.map((a: Record<string, unknown>) => ({
+          id: (a.id as string).slice(0, 8),
+          name: a.name,
+        })));
+      }
+      if (data.opportunities?.length > 0) {
+        console.log('\n  Opportunities:');
+        console.table(data.opportunities.map((o: Record<string, unknown>) => ({
+          id: (o.id as string).slice(0, 8),
+          name: o.name,
+          stage: o.stage,
+        })));
+      }
+
+      const total = (data.contacts?.length ?? 0) + (data.accounts?.length ?? 0) + (data.opportunities?.length ?? 0);
+      if (total === 0) console.log('  No results found.');
+
+      await client.close();
+    });
+}

package/src/commands/server.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { loadConfigFile } from '../config.js';
+
+export function serverCommand(): Command {
+  return new Command('server')
+    .description('Start the crmy HTTP server')
+    .option('--port <port>', 'HTTP port', '3000')
+    .action(async (opts) => {
+      const config = loadConfigFile();
+
+      process.env.DATABASE_URL = config.database?.url ?? process.env.DATABASE_URL;
+      process.env.JWT_SECRET = config.jwtSecret ?? process.env.JWT_SECRET ?? 'dev-secret';
+      process.env.PORT = opts.port;
+      process.env.CRMY_IMPORTED = '1';
+
+      if (!process.env.DATABASE_URL) {
+        console.error('No database URL. Run `crmy init` first or set DATABASE_URL.');
+        process.exit(1);
+      }
+
+      const { createApp, loadConfig } = await import('@crmy/server');
+      const serverConfig = loadConfig();
+      const { app } = await createApp(serverConfig);
+
+      app.listen(serverConfig.port, () => {
+        console.log(`crmy server ready on :${serverConfig.port}`);
+      });
+    });
+}

package/src/commands/use-cases.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { getClient } from '../client.js';
+
+export function useCasesCommand(): Command {
+  const cmd = new Command('use-cases').description('Manage use cases');
+
+  cmd.command('list')
+    .option('--account <id>', 'Filter by account ID')
+    .option('--stage <stage>', 'Filter by stage')
+    .option('-q, --query <query>', 'Search query')
+    .action(async (opts) => {
+      const client = await getClient();
+      const result = await client.call('use_case_search', {
+        account_id: opts.account,
+        stage: opts.stage,
+        query: opts.query,
+        limit: 20,
+      });
+      const data = JSON.parse(result);
+      if (data.use_cases?.length === 0) {
+        console.log('No use cases found.');
+        return;
+      }
+      console.table(data.use_cases?.map((uc: Record<string, unknown>) => ({
+        id: (uc.id as string).slice(0, 8),
+        name: uc.name,
+        stage: uc.stage,
+        arr: uc.attributed_arr ?? '',
+        health: uc.health_score ?? '',
+      })));
+      if (data.total > 20) console.log(`\n  Showing 20 of ${data.total} use cases`);
+      await client.close();
+    });
+
+  cmd.command('get <id>')
+    .action(async (id) => {
+      const client = await getClient();
+      const result = await client.call('use_case_get', { id });
+      console.log(JSON.parse(result));
+      await client.close();
+    });
+
+  cmd.command('create')
+    .action(async () => {
+      const { default: inquirer } = await import('inquirer');
+      const answers = await inquirer.prompt([
+        { type: 'input', name: 'account_id', message: 'Account ID:' },
+        { type: 'input', name: 'name', message: 'Use case name:' },
+        { type: 'input', name: 'description', message: 'Description:' },
+      ]);
+
+      const client = await getClient();
+      const result = await client.call('use_case_create', {
+        account_id: answers.account_id,
+        name: answers.name,
+        description: answers.description || undefined,
+      });
+      const data = JSON.parse(result);
+      console.log(`\n  Created use case: ${data.use_case.id}\n`);
+      await client.close();
+    });
+
+  cmd.command('summary')
+    .option('--account <id>', 'Filter by account ID')
+    .option('--group-by <field>', 'Group by: stage, product_line, owner', 'stage')
+    .action(async (opts) => {
+      const client = await getClient();
+      const result = await client.call('use_case_summary', {
+        account_id: opts.account,
+        group_by: opts.groupBy,
+      });
+      const data = JSON.parse(result);
+      console.table(data.summary);
+      await client.close();
+    });
+
+  cmd.command('delete <id>')
+    .description('Delete a use case (admin/owner only)')
+    .action(async (id) => {
+      const { default: inquirer } = await import('inquirer');
+      const { confirm } = await inquirer.prompt([
+        { type: 'confirm', name: 'confirm', message: `Delete use case ${id}? This cannot be undone.`, default: false },
+      ]);
+      if (!confirm) { console.log('  Cancelled.'); return; }
+
+      const client = await getClient();
+      const result = await client.call('use_case_delete', { id });
+      const data = JSON.parse(result);
+      if (data.deleted) console.log(`  Deleted.`);
+      await client.close();
+    });
+
+  return cmd;
+}

package/src/commands/webhooks.ts

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+// Copyright 2026 CRMy Contributors
+// SPDX-License-Identifier: Apache-2.0
+
+import { Command } from 'commander';
+import { getClient } from '../client.js';
+
+export function webhooksCommand(): Command {
+  const cmd = new Command('webhooks').description('Manage webhook endpoints');
+
+  cmd.command('list')
+    .option('--active', 'Show only active webhooks')
+    .action(async (opts) => {
+      const client = await getClient();
+      const result = await client.call('webhook_list', {
+        active: opts.active ?? undefined,
+        limit: 20,
+      });
+      const data = JSON.parse(result);
+      if (data.webhooks?.length === 0) {
+        console.log('No webhooks found.');
+        return;
+      }
+      console.table(data.webhooks?.map((w: Record<string, unknown>) => ({
+        id: (w.id as string).slice(0, 8),
+        url: w.url,
+        events: (w.event_types as string[])?.join(', '),
+        active: w.is_active,
+      })));
+      await client.close();
+    });
+
+  cmd.command('get <id>')
+    .action(async (id) => {
+      const client = await getClient();
+      const result = await client.call('webhook_get', { id });
+      console.log(JSON.parse(result));
+      await client.close();
+    });
+
+  cmd.command('create')
+    .action(async () => {
+      const { default: inquirer } = await import('inquirer');
+      const answers = await inquirer.prompt([
+        { type: 'input', name: 'url', message: 'Webhook URL:' },
+        { type: 'input', name: 'events', message: 'Events (comma-separated):' },
+        { type: 'input', name: 'description', message: 'Description:' },
+      ]);
+
+      const client = await getClient();
+      const result = await client.call('webhook_create', {
+        url: answers.url,
+        events: answers.events.split(',').map((e: string) => e.trim()),
+        description: answers.description || undefined,
+      });
+      const data = JSON.parse(result);
+      console.log(`\n  Created webhook: ${data.webhook.id}\n`);
+      console.log(`  Secret: ${data.webhook.secret}\n`);
+      await client.close();
+    });
+
+  cmd.command('delete <id>')
+    .action(async (id) => {
+      const client = await getClient();
+      const result = await client.call('webhook_delete', { id });
+      console.log(JSON.parse(result));
+      await client.close();
+    });
+
+  cmd.command('deliveries')
+    .option('--endpoint <id>', 'Filter by endpoint ID')
+    .option('--status <status>', 'Filter by status (pending, success, failed)')
+    .action(async (opts) => {
+      const client = await getClient();
+      const result = await client.call('webhook_list_deliveries', {
+        endpoint_id: opts.endpoint,
+        status: opts.status,
+        limit: 20,
+      });
+      const data = JSON.parse(result);
+      if (data.deliveries?.length === 0) {
+        console.log('No deliveries found.');
+        return;
+      }
+      console.table(data.deliveries?.map((d: Record<string, unknown>) => ({
+        id: (d.id as string).slice(0, 8),
+        event_type: d.event_type,
+        status: d.status,
+        attempts: d.attempt_count,
+        created: d.created_at,
+      })));
+      await client.close();
+    });
+
+  return cmd;
+}