@delegance/cli 0.2.0

package/LICENSE

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+MIT License
+
+Copyright (c) 2026 Delegance Inc.
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

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+# @delegance/cli
+
+Command-line interface for the Delegance Brokerage platform: upload policies, read your coverage, check carrier appetite, and generate certificates from a terminal.
+
+## Install
+
+```bash
+# Install globally
+npm install -g @delegance/cli
+delegance --version
+
+# Or run without installing
+npx @delegance/cli --help
+```
+
+Requires Node 20.19 or newer. Older versions cannot load the CLI's ESM-only dependencies.
+
+## Availability
+
+- **Quoting is live for enrolled companies.** Delegance turns on API quoting account by account today.
+- **Public access opens on 2026-10-06.** From that date any new account can run `delegance signup` and quote from the terminal.
+- **Until your account has access,** the quote, bind, and pay commands return "not available over the API yet" and print the portal link.
+- **A licensed Delegance broker reviews every bind.** A bind request never charges your card and never binds coverage by itself.
+
+Try the flow first with `delegance quote start --demo`. It runs on sample data and sends nothing to Delegance or to any carrier.
+
+## Insurance from the terminal
+
+```bash
+# See the whole flow on sample data first. Nothing leaves your machine.
+delegance quote start --demo
+
+# 1. Sign up. We email you a confirm link; the key lands in ~/.delegance/credentials.
+delegance signup
+
+# 2. Quote general liability and workers comp. Answer the carriers' questions.
+delegance quote start --coverage gl,wc
+
+# 3. Request a bind on the offer you want.
+delegance bind <submission-id> <offer-id>
+
+# 4. Pay once a broker has reviewed the bind.
+delegance pay
+```
+
+What happens at each step:
+
+- **Signup** creates your company, emails a confirm link, and waits for the click. It then stores a new API key in `~/.delegance/credentials` (mode 600). If you stop it with Ctrl-C, `delegance verify` resumes.
+- **Quoting** asks the carriers' underwriting questions in the terminal and prices the coverage with the carriers that quote it instantly. A coverage no carrier can quote instantly goes to a broker instead of failing.
+- **Binding** is a request. A licensed Delegance broker reviews it, and you get an email when payment is ready.
+- **Paying** opens a Stripe checkout link.
+- **Bonds** (`delegance bond quote`) price in the terminal; you buy the bond on the surety's own page.
+- **Claims** (`delegance claim file`) need you to accept the claims disclaimer once in the portal.
+
+Scripted use: `quote start --answers answers.json --json` takes answers keyed by question id (run it once with `--json` and no answers to print the questions).
+
+Already a customer? Skip signup and run `delegance auth login`: it opens the portal, you approve the terminal there, and the key lands in `~/.delegance/credentials`. You can also paste a key with `delegance auth login --key <key>`, or set `DELEGANCE_API_KEY`.
+
+## Coverage you already have
+
+```bash
+# 1. Authenticate. Approve this terminal in the portal when the browser opens.
+delegance auth login
+
+# 2. Check your account setup
+delegance onboarding status
+
+# 3. Upload policies and wait for extraction
+delegance doc upload "./policies/*.pdf" --type policy --wait
+
+# 4. Read what you have
+delegance policy list
+delegance policy expiring 60
+
+# 5. Ask a question about your coverage
+delegance ask "Does my GL policy cover products liability?"
+```
+
+## Commands
+
+| Command | What it does |
+|---------|--------------|
+| `auth` | Log in with an API key, check status, log out |
+| `company` | List, create, and pick the default company |
+| `doc` | Upload documents, check extraction, reprocess, archive |
+| `ask` / `chat` | Ask the Orin assistant about your coverage |
+| `policy` | List policies, show one policy, list what expires soon |
+| `coi` | Generate and list certificates of insurance |
+| `sov` | Upload and track schedules of values |
+| `signup` / `verify` | Create an account and collect an API key from the terminal |
+| `quote` | Instant quotes: `quote start`, `quote status`; plus the legacy partner queue commands |
+| `bind` | Request a bind on one offer (broker-reviewed) |
+| `pay` | List payment requests and open a Stripe checkout link |
+| `bond` | Surety bond quotes |
+| `claim` | File and track claims |
+| `appetite` | Match a business to the carriers that will write it |
+| `lead` | Send a prospect business to Delegance |
+| `knowledge` | Search notecards and read the facts extracted from a document |
+| `onboarding` | Show setup status, send the verification email, wait for a state |
+| `usage` | Billing-period usage, daily usage, rate limits |
+| `keys` | List and create API keys, rotate by replacement |
+| `config` | Local settings and profiles |
+
+Every command and flag, generated from the CLI itself: [portal.delegancebrokerage.com/docs/cli/commands](https://portal.delegancebrokerage.com/docs/cli/commands). Run `delegance <command> --help` for the same list offline.
+
+### Scopes
+
+An API key carries scopes. `read` covers the read commands and `write` covers commands that change data. `appetite match` needs `appetite:read`, which neither `read` nor `write` includes:
+
+```bash
+delegance keys create "appetite checks" --scopes read,appetite:read
+```
+
+### What still needs the portal
+
+- **Quote submission.** `delegance quote request` reports that submission is not available over the API and prints the portal link.
+- **Revoking a key.** `delegance keys revoke` needs a signed-in portal session. `delegance keys rotate` creates the replacement key and tells you where to revoke the old one.
+
+## Configuration
+
+The API key lives only in `~/.delegance/credentials` (mode 600). Other settings live in `~/.config/delegance-nodejs/config.json` (mode 600), which holds a masked hint of the key and never the key itself. Keys from `signup` and `auth login` expire after 90 days without use; `delegance auth status` shows the date and `delegance auth refresh` extends it.
+
+| Variable | Description |
+|----------|-------------|
+| `DELEGANCE_API_KEY` | API key. Takes precedence over the stored key |
+| `DELEGANCE_BASE_URL` | API base URL (default: `https://portal.delegancebrokerage.com`) |
+| `DEBUG` | Debug output |
+| `VERBOSE` | Verbose output |
+
+## Output and exit codes
+
+Most commands take `--json` for machine-readable output. Exit code `0` means success and `1` means an error. Errors print the server trace id, which support can look up.
+
+## Examples
+
+### Bulk upload
+
+```bash
+delegance doc upload "./inbox/*.pdf" --wait --type policy
+
+# Tag each file with your own id
+for file in ./inbox/*.pdf; do
+  delegance doc upload "$file" --external-id "$(basename "$file" .pdf)"
+done
+```
+
+### Appetite check
+
+```bash
+delegance appetite match --state CA --industry "commercial bakery" \
+  --coverage general_liability,workers_comp
+```
+
+### Scripting
+
+```bash
+#!/bin/bash
+for file in "$@"; do
+  result=$(delegance doc upload "$file" --wait --json)
+  echo "$(echo "$result" | jq -r '.[0].docId'): $(echo "$result" | jq -r '.[0].status')"
+done
+```
+
+## Developing in the monorepo
+
+Inside the monorepo the CLI resolves the SDK from the sibling source (`"@delegance/sdk": "file:../sdk"`). Build the SDK first:
+
+```bash
+cd sdk && npm ci && npm run build
+cd ../cli && npm ci && npm run build && npm test
+```
+
+`npm pack` and `npm publish` rewrite that dependency to `^<sdk version>` on their own (`scripts/sdk-dep.cjs`, run from the `prepack`, `postpack`, and `postpublish` hooks), so the tarball and the registry both carry a semver range.
+
+## Support
+
+- Docs: https://portal.delegancebrokerage.com/docs/cli
+- Email: support@delegancebrokerage.com

package/dist/bin/delegance.d.ts

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+#!/usr/bin/env node