@fleox-agent-crm/agentcrm 0.3.0 → 0.3.2

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Files changed (73) hide show
  1. package/README.md +16 -16
  2. package/changelog.json +30 -0
  3. package/dist/admin/admin-files.json +8 -8
  4. package/dist/admin/assets/{chartsImpl-CE2akJat.js → chartsImpl-qlHW3VOv.js} +30 -30
  5. package/dist/admin/assets/firebase-U38f5kc9.js +2 -0
  6. package/dist/admin/assets/{gitJson-BulGh2KV.js → gitJson-wy2Tytfd.js} +1 -1
  7. package/dist/admin/assets/{index-DidVVK7L.js → index-BpaxrJx9.js} +265 -265
  8. package/dist/admin/assets/{index-hMXwHSvN.css → index-TcjySLVg.css} +1 -1
  9. package/dist/admin/assets/{lucide-react.min-DEDlHCPj.js → lucide-react.min-Djrg16BH.js} +1 -1
  10. package/dist/admin/assets/{sdk-CnrLnlRo.js → sdk-mu08RFtk.js} +1 -1
  11. package/dist/admin/index.html +2 -2
  12. package/dist/agent/agentcrm.mjs +334 -151
  13. package/dist/agent/chunks/{api-B6OqNVWp.mjs → api-Cz0Ubj-B.mjs} +4 -3
  14. package/dist/agent/chunks/api-Dwb4xz1k.mjs +27 -0
  15. package/dist/agent/chunks/{appearance-BaShelzt.mjs → appearance-BloHbiLA.mjs} +1 -1
  16. package/dist/agent/chunks/{automations-BWrvLqP6.mjs → automations-DwWruxmu.mjs} +3 -3
  17. package/dist/agent/chunks/{backup-ClSmxmFZ.mjs → backup-W3CjgkAJ.mjs} +16 -3
  18. package/dist/agent/chunks/{compact-CsFPaAAq.mjs → compact-BGHI92tm.mjs} +2 -2
  19. package/dist/agent/chunks/{exportCsv-B5hRvkNm.mjs → exportCsv-C6e6XEmB.mjs} +38 -3
  20. package/dist/agent/chunks/{extCheck--7lmVvl7.mjs → extCheck-GgHG1dYB.mjs} +16 -9
  21. package/dist/agent/chunks/{extPackage-BGl5Oqs8.mjs → extPackage-DuZ6GZhp.mjs} +2 -2
  22. package/dist/agent/chunks/{extScaffold-DqxI7R1e.mjs → extScaffold-Aqyjf1nr.mjs} +3 -3
  23. package/dist/agent/chunks/{extensions-BP1k60md.mjs → extensions-Bp72uZ9a.mjs} +19 -6
  24. package/dist/agent/chunks/{featureRegistry-C9nbVShp.mjs → featureRegistry-DSsZbhrh.mjs} +3 -3
  25. package/dist/agent/chunks/{files-q8Xu5bft.mjs → files-D1daDgY0.mjs} +1 -1
  26. package/dist/agent/chunks/{firebase-DxGVQV9E.mjs → firebase-BciZWdc6.mjs} +41 -17
  27. package/dist/agent/chunks/{forms-BKU5F9WF.mjs → forms-BfuWaQjA.mjs} +1 -1
  28. package/dist/agent/chunks/{hosting-Bme7LxPc.mjs → hosting-Dnn1k3cV.mjs} +1 -1
  29. package/dist/agent/chunks/{importCsv-DmE_sBch.mjs → importCsv-LVmMTaWU.mjs} +2 -2
  30. package/dist/agent/chunks/{index-DUSdTBkz.mjs → index-CNXq2Yk_.mjs} +1 -24
  31. package/dist/agent/chunks/index-Dio0aBWA.mjs +6920 -0
  32. package/dist/agent/chunks/{index-CRkw3_iF.mjs → index-rut-KC39.mjs} +1 -1
  33. package/dist/agent/chunks/{install-CpHoUFtL.mjs → install-BBTA4nMm.mjs} +16 -7
  34. package/dist/agent/chunks/{loader-C9nm3iwx.mjs → loader-MPD9iAvh.mjs} +20 -20
  35. package/dist/agent/chunks/{modules-CqdVQVJb.mjs → modules-clWdE-K2.mjs} +27 -2
  36. package/dist/agent/chunks/{nodeImport-BPCt5uMu.mjs → nodeImport-ylfRDvqt.mjs} +2 -2
  37. package/dist/agent/chunks/{package-DWbn3t2R.mjs → package-B7mI6HGi.mjs} +1 -1
  38. package/dist/agent/chunks/{papaparse-DjBYnQM2.mjs → papaparse-Df7i1dHr.mjs} +31 -7
  39. package/dist/agent/chunks/{pipelines-DCdRBNBV.mjs → pipelines-BAKpPk1w.mjs} +1 -1
  40. package/dist/agent/chunks/{plan-C0TBrU92.mjs → plan-BmTat6-T.mjs} +1 -1
  41. package/dist/agent/chunks/{records-DoqiT9xR.mjs → records-DcHFelq5.mjs} +5 -1
  42. package/dist/agent/chunks/{registry-Ceexawxl.mjs → registry-COfJrSmg.mjs} +18 -18
  43. package/dist/agent/chunks/{reports-BB59N6ke.mjs → reports-BACHGccj.mjs} +3 -3
  44. package/dist/agent/chunks/{runtime-DHo7ZEEO.mjs → runtime-C0Xf0Axi.mjs} +53 -32
  45. package/dist/agent/chunks/{schema-DlHt2PxI.mjs → schema-C4lSslXv.mjs} +10 -4
  46. package/dist/agent/chunks/{schema-7-4-qtSS.mjs → schema-DnLj8dUO.mjs} +10 -0
  47. package/dist/agent/chunks/{sdk-whvfg786.mjs → sdk-CYgNyuoK.mjs} +132 -7005
  48. package/dist/agent/chunks/{seed-CugPGYZL.mjs → seed-6MRmQQBR.mjs} +26 -8
  49. package/dist/agent/chunks/{server-ISwlDRCN.mjs → server-DC3t8r30.mjs} +5 -5
  50. package/dist/agent/chunks/{settings-BtvR_jdm.mjs → settings-Di8nzNEL.mjs} +35 -0
  51. package/dist/agent/chunks/{stats-CfeJssSS.mjs → stats-BfuLWhVV.mjs} +2 -2
  52. package/dist/agent/chunks/{tools-Bew8lxKx.mjs → tools-iSH-yMpl.mjs} +59 -19
  53. package/dist/agent/chunks/{views-fO_BM5U_.mjs → views-DH1n9Lrt.mjs} +1 -1
  54. package/dist/version.json +1 -1
  55. package/package.json +1 -1
  56. package/plugin/.claude-plugin/plugin.json +1 -1
  57. package/plugin/skills/agentcrm-admin/SKILL.md +67 -67
  58. package/plugin/skills/agentcrm-admin/references/appearance.md +1 -1
  59. package/plugin/skills/agentcrm-admin/references/records.md +5 -5
  60. package/plugin/skills/agentcrm-admin/references/schema.md +20 -20
  61. package/plugin/skills/agentcrm-extensions/SKILL.md +9 -9
  62. package/plugin/skills/agentcrm-extensions/references/module-recipes.md +2 -2
  63. package/plugin/skills/agentcrm-extensions/references/testing.md +16 -14
  64. package/plugin/skills/agentcrm-extensions/references/theme-recipes.md +3 -3
  65. package/plugin/skills/agentcrm-install/SKILL.md +13 -13
  66. package/plugin/skills/agentcrm-install/references/firebase.md +1 -1
  67. package/plugin/skills/agentcrm-install/references/github.md +1 -1
  68. package/plugin/skills/agentcrm-install/references/mcp.md +3 -3
  69. package/plugin/skills/agentcrm-install/references/plans.md +1 -1
  70. package/plugin/skills/agentcrm-install/references/s3.md +1 -1
  71. package/plugin/skills/agentcrm-manage/SKILL.md +15 -15
  72. package/plugin/skills/agentcrm-sales/SKILL.md +18 -18
  73. package/dist/admin/assets/firebase-BHSUggRo.js +0 -2
@@ -5,24 +5,24 @@ All schema commands need the admin role.
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  ## Objects
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 objects list --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 objects get deals --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 objects create --site acme --singular Project --plural Projects --icon folder --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 objects update projects --site acme --plural "Client projects" --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 objects delete projects --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 objects list --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 objects get deals --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 objects create --site acme --singular Project --plural Projects --icon folder --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 objects update projects --site acme --plural "Client projects" --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 objects delete projects --site acme --json
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  ```
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  Deleting an object deletes all its records (plan first).
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  ## Fields
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- Types: text, longText, number, currency, percent, date, datetime, boolean, select, multiSelect, email, phone, url, relation, user, rating, address, tags.
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+ Types: text, longText, number, currency, percent, date, datetime, boolean, select, multiSelect, email, phone, url, relation, user, rating, address, tags, image (one picture; the first one becomes the record avatar), files (attachments).
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 fields add --site acme --object deals --label "Contract type" --type select --options "New,Renewal,Upsell" --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 fields add --site acme --object projects --label Client --type relation --relation-object companies --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 fields update contractType --site acme --object deals --options "New,Renewal,Upsell,Cross-sell" --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 fields delete contractType --site acme --object deals --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 fields add --site acme --object deals --label "Contract type" --type select --options "New,Renewal,Upsell" --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 fields add --site acme --object projects --label Client --type relation --relation-object companies --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 fields update contractType --site acme --object deals --options "New,Renewal,Upsell,Cross-sell" --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 fields delete contractType --site acme --object deals --json
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  ```
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  `fields update --type <t>` converts existing values (the result reports what could not be converted). Standard fields can't be deleted.
@@ -30,10 +30,10 @@ npx -y @fleox-agent-crm/agentcrm@0.3.0 fields delete contractType --site acme --
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  ## Views
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 views list --site acme --object deals --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 views create --site acme --object deals --name "Closing this month" --filter closeDate:withinDays:30 --sort closeDate --columns name,amount,stage,closeDate --shared --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 views create --site acme --object deals --name Board --type kanban --group-by stage --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 views delete <viewId> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 views list --site acme --object deals --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 views create --site acme --object deals --name "Closing this month" --filter closeDate:withinDays:30 --sort closeDate --columns name,amount,stage,closeDate --shared --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 views create --site acme --object deals --name Board --type kanban --group-by stage --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 views delete <viewId> --site acme --json
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  ```
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  ## Users and roles
@@ -41,10 +41,10 @@ npx -y @fleox-agent-crm/agentcrm@0.3.0 views delete <viewId> --site acme --json
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  Roles: `admin` (everything), `member` (records, activities, own views, import / export), `viewer` (read only).
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 users list --site acme --all --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 users add --site acme --email sam@acme.com --name "Sam Rivera" --role member --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 users role sam@acme.com admin --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 users disable sam@acme.com --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 users list --site acme --all --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 users add --site acme --email sam@acme.com --name "Sam Rivera" --role member --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 users role sam@acme.com admin --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 users disable sam@acme.com --site acme --json
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  ```
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  Firebase / git-json sites: the login itself is created on that service (Firebase Authentication, a repository collaborator).
@@ -52,8 +52,8 @@ Firebase / git-json sites: the login itself is created on that service (Firebase
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  ## Settings
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 settings get --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 settings set --site acme --set name="Acme CRM" --set defaultCurrency=EUR --set locale=fr-FR --set staleDealDays=21 --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 settings get --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 settings set --site acme --set name="Acme CRM" --set defaultCurrency=EUR --set locale=fr-FR --set staleDealDays=21 --json
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  ```
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  Secrets are refused in settings.
@@ -4,7 +4,7 @@ description: Create, test and ship AgentCRM extensions - scaffold a module or th
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  license: PolyForm-Noncommercial-1.0.0
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  compatibility: Requires Node.js 20+ (npm for the extension project's own build).
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  metadata:
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- version: "0.3.0"
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+ version: "0.3.2"
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  repository: "https://github.com/fleox/agentcrm"
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  allowed-tools: Bash Read Write Edit
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  ---
@@ -33,14 +33,14 @@ AgentCRM is a static CRM: the admin is a single-page app that runs in the browse
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  ## The toolchain: `agentcrm ext`
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- Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> … --json`. Read `error.hint` when `ok` is false.
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+ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.2 <command> … --json`. Read `error.hint` when `ok` is false.
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  | Action | What it does |
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  |---|---|
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  | `ext new module\|theme <id> [--dir <path>] [--name "…"] [--description "…"] [--author "…"] [--force]` | Scaffolds a standalone project: `package.json` (scripts build / typecheck / check / pack), `vite.config.ts` (runtime specifiers external, one `bundle.js`), `tsconfig.json` mapped to `types/agentcrm-runtime.d.ts` (copied from the CLI), `manifest.json`, `src/index.tsx` (module: a page with a nav entry, a record tab, an AI tool, en + fr strings) or `src/index.ts` + `src/style.css` (theme), README. |
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  | `ext check [<dir\|zip>] [--kind module\|theme] [--no-call]` | Validates manifest (id, kind, semver, apiVersion range, unknown keys), sizes, bundle imports (runtime specifiers only), default export, production JSX; then installs it in a throw-away demo CRM, loads it through the real loader and reports what it registers: routes, navigation, slots, settings page, i18n, AI tools (each one without required inputs is called once with `{}` on demo data), automation actions, hooks, theme values. Exit code 1 when `data.valid` is false. |
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  | `ext pack [<dir>] [--out <zip>]` | Writes `<id>-<version>.zip` (manifest.json + bundle.js + style.css) for Settings, Modules, Install, or `ext install`. |
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- | `ext install <zip\|dir> --site <alias> [--disabled] [--yes]` | Plan (install or upgrade, author, size, dependencies, warnings), then installs and loads it in the session (`load.status` must be `loaded`). Upgrades keep the enabled state and the module config. |
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+ | `ext install <zip\|dir> --site <alias> [--disabled] [--force] [--yes]` | First loads the bundle in a throw-away CRM like `ext check` (a package that fails is refused with `invalid-package` and nothing changes; `--force` skips this). Plan (install or upgrade, author, size, dependencies, warnings: downgrade, same version), then installs and loads it in the session (`load.status` must be `loaded`). Upgrades keep the enabled state and the module config. |
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  | `ext list --site <alias>` | Installed extensions with version, enabled state and load status. |
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  | `ext enable\|disable <id> --site <alias> [--cascade] [--yes]` | Switch it on or off without uninstalling. |
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  | `ext uninstall <id> --site <alias> [--force] [--yes]` | Remove it (its module config is kept for a later re-install). |
@@ -51,7 +51,7 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> … --json`.
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  1. **Understand the request.** A new look = a **theme**. New pages, widgets, record tabs, AI tools, automation steps or reactions to CRM events = a **module**. Pick an id: lowercase letters, digits and dashes, 3 to 50 characters, not a built-in module id (records, deals, dashboard, reports, forms, tasks, automations, integrations, assistant, search, settings, setup, customize) nor agentcrm, core, runtime, admin, app, custom, default. Prefix it with the company or product (`acme-quotes`).
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  2. **Scaffold and install the toolchain:**
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext new module acme-quotes --author "Acme" --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext new module acme-quotes --author "Acme" --json
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  cd acme-quotes && npm install
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  ```
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  3. **Read the scaffold**, then the reference for what you are building:
@@ -64,15 +64,15 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> … --json`.
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  ```bash
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  npm run typecheck
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  npm run build
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext check . --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext check . --json
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  ```
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  Fix every error; read the warnings (missing French strings, tool names without the module prefix, nav entries without a route).
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  6. **Pack and install** (plan first, then `--yes` once the user agreed):
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext pack . --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext install . --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext install . --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 tools list --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext pack . --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext install . --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext install . --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 tools list --site acme --json
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  ```
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  For a new release, bump `version` in `manifest.json` (semver) and install again: it upgrades in place.
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@@ -182,8 +182,8 @@ function SettingsPage() {
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  In AI tools / actions read it with `readConfig(ops.getModuleConfig(ctx, ID))`. From the CLI:
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 modules config get acme-projects --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 modules config set acme-projects --value '{"budgetAlert":50000}' --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 modules config get acme-projects --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 modules config set acme-projects --value '{"budgetAlert":50000}' --site acme --json
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  ```
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  (the second prints a plan; add `--yes`).
@@ -5,7 +5,7 @@
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  ```bash
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  npm run typecheck # tsc against types/agentcrm-runtime.d.ts
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  npm run build # vite build → dist/bundle.js
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext check . --json # what the admin will see
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext check . --json # what the admin will see
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  ```
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  `ext check` reads `manifest.json` + `dist/bundle.js` (+ `src/style.css` for themes declaring it) from a project, `manifest.json` + `bundle.js` from an unpacked folder, or a ZIP. Then:
@@ -24,13 +24,15 @@ The check runs the bundle in Node with the real loader and runtime, in a throw-a
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  ## Pack and install
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext pack . --json # → <id>-<version>.zip
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext install acme-quotes-0.1.0.zip --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext install acme-quotes-0.1.0.zip --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext list --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext pack . --json # → <id>-<version>.zip
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext install acme-quotes-0.1.0.zip --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext install acme-quotes-0.1.0.zip --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext list --site acme --json
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  ```
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33
33
  - The plan (`needsConfirmation: true`) shows `id`, `kind`, `name`, `version`, `author`, `mode` (`install` / `upgrade` with `from`), `dependsOn`, `size`, `warnings` and the trust warning. **Show it to the user and ask before `--yes`.**
34
+ - Before anything else, `ext install` loads the bundle in a throw-away CRM like `ext check`: when it fails the command answers `invalid-package` and nothing is installed (the current version keeps running). Fix it and run `ext check`; `--force` skips the trial load (only for bundles that can't load in Node on purpose).
35
+ - `warnings` also flag a downgrade or a re-install of the same version: bump `version` instead.
34
36
  - After `--yes`, `data.load.status` is `loaded` when the bundle ran in the CLI session. `error` comes with `data.load.error`.
35
37
  - A module whose dependencies are off is installed disabled (see `warnings`); enable them first or `ext enable <id> --cascade`.
36
38
  - `ext install <dir>` works on a built project too (no ZIP needed).
@@ -43,21 +45,21 @@ Bump `version` in `manifest.json`, build, check, install again: `mode: "upgrade"
43
45
  ## Use it
44
46
 
45
47
  ```bash
46
- npx -y @fleox-agent-crm/agentcrm@0.3.0 tools list --site acme --json # its AI tools (source: "extension")
47
- npx -y @fleox-agent-crm/agentcrm@0.3.0 tools call acme_quotes_list --site acme --input '{}' --json
48
- npx -y @fleox-agent-crm/agentcrm@0.3.0 modules list --site acme --json # appears as a module (source: "extension")
49
- npx -y @fleox-agent-crm/agentcrm@0.3.0 automations run --site acme --json # its automation actions run here too
48
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 tools list --site acme --json # its AI tools (source: "extension")
49
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 tools call acme_quotes_list --site acme --input '{}' --json
50
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 modules list --site acme --json # appears as a module (source: "extension")
51
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 automations run --site acme --json # its automation actions run here too
50
52
  ```
51
53
 
52
- To see the UI, open the CRM's admin (its hosted URL, see `site show`, or `npx -y @fleox-agent-crm/agentcrm@0.3.0 serve` for a local copy), and check the page, the tabs and widgets in light and dark mode and in French (language switcher in the user menu or the Cmd+K palette).
54
+ To see the UI, open the CRM's admin (its hosted URL, see `site show`, or `npx -y @fleox-agent-crm/agentcrm@0.3.2 serve` for a local copy), and check the page, the tabs and widgets in light and dark mode and in French (language switcher in the user menu or the Cmd+K palette).
53
55
 
54
56
  ## Disable, uninstall, export
55
57
 
56
58
  ```bash
57
- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext disable acme-quotes --site acme --yes --json
58
- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext enable acme-quotes --site acme --yes --json
59
- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext uninstall acme-quotes --site acme --yes --json
60
- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext export acme-quotes --site acme --out backup.zip --json
59
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext disable acme-quotes --site acme --yes --json
60
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext enable acme-quotes --site acme --yes --json
61
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext uninstall acme-quotes --site acme --yes --json
62
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext export acme-quotes --site acme --out backup.zip --json
61
63
  ```
62
64
 
63
65
  Disabling keeps the package and its config; uninstalling keeps the config (a re-install restores it). Data the module created (records, objects, notes) is never deleted by either.
@@ -57,9 +57,9 @@ Variables: `--acc-50` … `--acc-950` (accent scale), `--srf-50` … `--srf-950`
57
57
 
58
58
  ```bash
59
59
  npm run build
60
- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext check . --json
61
- npx -y @fleox-agent-crm/agentcrm@0.3.0 ext install . --site acme --yes --json
62
- npx -y @fleox-agent-crm/agentcrm@0.3.0 appearance preset acme-brand --site acme --json
60
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext check . --json
61
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 ext install . --site acme --yes --json
62
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 appearance preset acme-brand --site acme --json
63
63
  ```
64
64
 
65
65
  `ext check` prints the resolved values (`data.theme.appearance`) and the CSS size. `appearance preset` prints the before / after plan; add `--yes` to apply. Open the admin to look at it (light and dark, a table and a record page).
@@ -4,7 +4,7 @@ description: Install a new AgentCRM (static, AI-drivable CRM) for the user - ask
4
4
  license: PolyForm-Noncommercial-1.0.0
5
5
  compatibility: Requires Node.js 20+ and network access to the chosen storage. Works in Claude Code and any agent that can run shell commands.
6
6
  metadata:
7
- version: "0.3.0"
7
+ version: "0.3.2"
8
8
  repository: "https://github.com/fleox/agentcrm"
9
9
  allowed-tools: Bash Read Write
10
10
  ---
@@ -15,13 +15,13 @@ AgentCRM is a HubSpot / Twenty-style CRM (companies, people, deals, pipelines, a
15
15
 
16
16
  **Language:** talk to the user in their language; keep commands, files and plans in English.
17
17
 
18
- Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> --json` (Node.js 20+). Each prints ONE JSON object: `{"ok": true, "data": ...}` or `{"ok": false, "error": {"code", "message", "hint"}}`. When `ok` is false, read `error.hint` and act on it. Exit code 2 = a usage error in your command.
18
+ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.2 <command> --json` (Node.js 20+). Each prints ONE JSON object: `{"ok": true, "data": ...}` or `{"ok": false, "error": {"code", "message", "hint"}}`. When `ok` is false, read `error.hint` and act on it. Exit code 2 = a usage error in your command.
19
19
 
20
20
  ## 1. Start with status and options
21
21
 
22
22
  ```bash
23
- npx -y @fleox-agent-crm/agentcrm@0.3.0 status --json
24
- npx -y @fleox-agent-crm/agentcrm@0.3.0 options --json
23
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 status --json
24
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 options --json
25
25
  ```
26
26
 
27
27
  `status` shows CRMs this computer already manages (maybe the user wants `agentcrm-manage` instead). `options` lists backends, data locations, hostings, credential types and the plan format.
@@ -36,7 +36,7 @@ The CRM holds personal data (contacts, emails, phone numbers). Ask, in this orde
36
36
  - a **folder on this computer** - single computer, no account. Advise backing it up.
37
37
  2. **Firebase** (backend `firebase`) - real-time teams with logins and per-user roles. See references/firebase.md.
38
38
  3. **A private git repo as readable JSON** (backend `git-json`) - readable history, but deleted records stay in the git history: warn the user.
39
- 4. **This browser only** - for trying it: `npx -y @fleox-agent-crm/agentcrm@0.3.0 serve --json`, then "This browser" in the wizard. The CLI can't reach it.
39
+ 4. **This browser only** - for trying it: `npx -y @fleox-agent-crm/agentcrm@0.3.2 serve --json`, then "This browser" in the wizard. The CLI can't reach it.
40
40
 
41
41
  Encryption: the journal is encrypted with AES-256-GCM by default. A passphrase is generated at install and stored only on this computer. Never offer to turn it off unless the user insists and the location is strictly private.
42
42
 
@@ -54,15 +54,15 @@ HTTPS is required: browsers only allow the admin's request signing and encryptio
54
54
 
55
55
  ## 4. Credentials - never in the chat
56
56
 
57
- Secrets (keys, tokens, passwords, passphrases) are NEVER typed into the conversation and never written in a plan. The user stores each one in their own terminal; in Claude Code they type `! npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials set s3:main` (hidden prompt). Alternatives that keep secrets out of the chat:
57
+ Secrets (keys, tokens, passwords, passphrases) are NEVER typed into the conversation and never written in a plan. The user stores each one in their own terminal; in Claude Code they type `! npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials set s3:main` (hidden prompt). Alternatives that keep secrets out of the chat:
58
58
 
59
59
  - `--from-env KEY_ID,SECRET` - variables the user already exported (CI, `.env`).
60
60
  - `--from-aws-profile <profile>` - an existing aws CLI profile (s3).
61
61
  - `--from-gh` - the token of the signed-in GitHub CLI (github).
62
62
 
63
63
  ```bash
64
- npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials list --json
65
- npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials types --json
64
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials list --json
65
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials types --json
66
66
  ```
67
67
 
68
68
  How to create each key with least privilege: references/s3.md, references/github.md, references/firebase.md. One account can serve several CRMs (`s3:main` for both the data bucket and the hosting bucket is fine).
@@ -89,8 +89,8 @@ Write `plan.json` (no secrets, only account ids):
89
89
  More examples (GitHub repo data + GitHub Pages, local folder, Firebase): references/plans.md. `owner` becomes the first CRM admin, and the CLI acts as that user. `demo: true` adds a realistic sample dataset - offer it for a first look, not for a production CRM.
90
90
 
91
91
  ```bash
92
- npx -y @fleox-agent-crm/agentcrm@0.3.0 install --plan plan.json --dry-run --json
93
- npx -y @fleox-agent-crm/agentcrm@0.3.0 install --plan plan.json --json
92
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 install --plan plan.json --dry-run --json
93
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 install --plan plan.json --json
94
94
  ```
95
95
 
96
96
  The dry run checks every access and writes nothing. Fix `check-failed` errors with their hint (permissions, names, CORS) before installing. An existing dataset in the same place is kept; only what's missing is seeded.
@@ -99,16 +99,16 @@ The dry run checks every access and writes nothing. Fix `check-failed` errors wi
99
99
 
100
100
  When the result has `savePassphrase`, stop and do it with the user before anything else:
101
101
 
102
- 1. `npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials copy passphrase:<alias> --json` puts it on the clipboard (never print it).
102
+ 1. `npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials copy passphrase:<alias> --json` puts it on the clipboard (never print it).
103
103
  2. The user pastes it into their password manager now.
104
- 3. The user proves it: in their own terminal, `! npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials verify passphrase:<alias>`, pasting FROM the password manager. It must say "verified".
104
+ 3. The user proves it: in their own terminal, `! npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials verify passphrase:<alias>`, pasting FROM the password manager. It must say "verified".
105
105
 
106
106
  Without the passphrase nobody can read the data, ever.
107
107
 
108
108
  ## 7. Verify
109
109
 
110
110
  ```bash
111
- npx -y @fleox-agent-crm/agentcrm@0.3.0 doctor --site <alias> --json
111
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 doctor --site <alias> --json
112
112
  ```
113
113
 
114
114
  Every failing check has a `fix`. The most common one on buckets is CORS: the result prints the exact JSON rule for the data bucket - help the user apply it (references/s3.md). Then give the user the admin URL (`data.adminUrl` of the install) and explain: each new browser asks once for the storage keys and the passphrase, which stay in that browser.
@@ -3,7 +3,7 @@
3
3
  1. Create a Firebase project (console.firebase.google.com), add a Web app and copy its config (apiKey, authDomain, projectId, appId...). The web apiKey is public by design.
4
4
  2. Enable Authentication → Sign-in method → Email/Password (and Google if wanted).
5
5
  3. Create Firestore (production mode) and publish the AgentCRM security rules (see docs/firebase.md in the repository).
6
- 4. Create the first admin account (Authentication → Users → Add user). The user stores its login: `! npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials set firebase:<name>` (email + password at hidden prompts).
6
+ 4. Create the first admin account (Authentication → Users → Add user). The user stores its login: `! npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials set firebase:<name>` (email + password at hidden prompts).
7
7
  5. Plan:
8
8
 
9
9
  ```json
@@ -7,7 +7,7 @@ Fine-grained personal access token: https://github.com/settings/personal-access-
7
7
  - Repository access: only the data repository (PRIVATE) and, if used, the admin hosting repository.
8
8
  - Permissions: Contents read and write; Metadata read-only; Pages read and write (optional, lets the CLI enable Pages).
9
9
 
10
- The user stores it: `! npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials set github:<login>`, or reuses the GitHub CLI login: `npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials set github:<login> --from-gh --json`.
10
+ The user stores it: `! npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials set github:<login>`, or reuses the GitHub CLI login: `npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials set github:<login> --from-gh --json`.
11
11
 
12
12
  GitLab: project → Settings → Access tokens, scope `api`, role Developer; store as `gitlab:<name>`.
13
13
 
@@ -1,17 +1,17 @@
1
1
  # Use the CRM from an MCP client
2
2
 
3
- `agentcrm mcp` is a stdio MCP server: tools = the AI tool catalog (search, list, get, create, update, delete, merge records, notes, activities, tasks, pipeline moves, reports, CSV import), resources = schema and pipelines, prompts = pipeline review, follow-up email, lead qualification. `--read-only` hides every tool that writes.
3
+ `agentcrm mcp` is a stdio MCP server: tools = the AI tool catalog (search, list, get, create, update, delete, merge records, notes, activities, tasks, pipeline moves, reports, CSV import, automations and forms, files metadata, modules, appearance, extensions — plus the tools of the site's enabled extension modules), resources = schema, pipelines, modules and appearance, prompts = pipeline review, follow-up email, lead qualification. `--read-only` hides every tool that writes.
4
4
 
5
5
  Claude Code:
6
6
 
7
7
  ```bash
8
- claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.3.0 mcp --site <alias>
8
+ claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.3.2 mcp --site <alias>
9
9
  ```
10
10
 
11
11
  Claude Desktop (`claude_desktop_config.json`) and Cursor (`.cursor/mcp.json`):
12
12
 
13
13
  ```json
14
- { "mcpServers": { "agentcrm": { "command": "npx", "args": ["-y", "@fleox-agent-crm/agentcrm@0.3.0", "mcp", "--site", "<alias>"] } } }
14
+ { "mcpServers": { "agentcrm": { "command": "npx", "args": ["-y", "@fleox-agent-crm/agentcrm@0.3.2", "mcp", "--site", "<alias>"] } } }
15
15
  ```
16
16
 
17
17
  The server uses the credentials of this computer (`~/.agentcrm`) and acts as the site's CLI user.
@@ -23,7 +23,7 @@
23
23
  }
24
24
  ```
25
25
 
26
- Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.3.0 serve --json` and the folder picker.
26
+ Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.3.2 serve --json` and the folder picker.
27
27
 
28
28
  ## git-json in a private repo
29
29
 
@@ -4,7 +4,7 @@ Use TWO buckets: a PRIVATE one for the data (journal backend) and a public one f
4
4
 
5
5
  ## Access key (least privilege)
6
6
 
7
- - **AWS**: IAM user with a policy on both buckets: `s3:GetObject`, `s3:PutObject`, `s3:DeleteObject` on `arn:aws:s3:::<bucket>/*` and `s3:ListBucket` on `arn:aws:s3:::<bucket>`. Store it: `! npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials set s3:main`, or import a profile with `--from-aws-profile <name>`.
7
+ - **AWS**: IAM user with a policy on both buckets: `s3:GetObject`, `s3:PutObject`, `s3:DeleteObject` on `arn:aws:s3:::<bucket>/*` and `s3:ListBucket` on `arn:aws:s3:::<bucket>`. Store it: `! npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials set s3:main`, or import a profile with `--from-aws-profile <name>`.
8
8
  - **Cloudflare R2**: R2 → Manage API tokens → Object Read & Write, scoped to the buckets. Endpoint `https://<account-id>.r2.cloudflarestorage.com`, region `auto`.
9
9
  - **OVHcloud**: Public Cloud → Object Storage → S3 users; endpoint `https://s3.<region>.io.cloud.ovh.net`. Set `publicRead: true` on the hosting bucket.
10
10
  - **Scaleway**: endpoint `https://s3.<region>.scw.cloud`.
@@ -4,7 +4,7 @@ description: Check, repair and update existing AgentCRM CRMs - list the CRMs thi
4
4
  license: PolyForm-Noncommercial-1.0.0
5
5
  compatibility: Requires Node.js 20+.
6
6
  metadata:
7
- version: "0.3.0"
7
+ version: "0.3.2"
8
8
  repository: "https://github.com/fleox/agentcrm"
9
9
  allowed-tools: Bash Read Write
10
10
  ---
@@ -15,12 +15,12 @@ This skill covers the CRMs themselves (registry, health, updates, maintenance).
15
15
 
16
16
  **Language:** talk to the user in their language; keep commands and files in English.
17
17
 
18
- Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> --json` (Node.js 20+); read `error.hint` whenever `ok` is false.
18
+ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.2 <command> --json` (Node.js 20+); read `error.hint` whenever `ok` is false.
19
19
 
20
20
  ## Always start with status
21
21
 
22
22
  ```bash
23
- npx -y @fleox-agent-crm/agentcrm@0.3.0 status --json
23
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 status --json
24
24
  ```
25
25
 
26
26
  - `data.tool.updateAvailable: true` -> tell the user AgentCRM `data.tool.latest` exists and offer to update the skills first (Claude Code: `/plugin marketplace update agentcrm`, then `/reload-plugins`).
@@ -32,8 +32,8 @@ npx -y @fleox-agent-crm/agentcrm@0.3.0 status --json
32
32
  ## Which CRM?
33
33
 
34
34
  ```bash
35
- npx -y @fleox-agent-crm/agentcrm@0.3.0 site list --json
36
- npx -y @fleox-agent-crm/agentcrm@0.3.0 site show <alias> --json
35
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 site list --json
36
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 site show <alias> --json
37
37
  ```
38
38
 
39
39
  Commands take `--site <alias>`; always pass it. Without it the tool uses `AGENTCRM_SITE`, the folder's `agentcrm.json` (`{ "site": "<alias>" }`), the only site, or the default chosen with `site use <alias>` - otherwise it fails with `site-required`: ask the user which CRM. Say which CRM you are working on before changing anything.
@@ -43,12 +43,12 @@ Registry commands: `site use <alias>`, `site rename <from> <to>`, `site forget <
43
43
  ## Register a CRM installed elsewhere
44
44
 
45
45
  ```bash
46
- npx -y @fleox-agent-crm/agentcrm@0.3.0 site add <alias> --admin-url https://crm.acme.com/admin/ --data-credential s3:main --passphrase-credential passphrase:acme --hosting-credential s3:main --json
46
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 site add <alias> --admin-url https://crm.acme.com/admin/ --data-credential s3:main --passphrase-credential passphrase:acme --hosting-credential s3:main --json
47
47
  ```
48
48
 
49
49
  - It reads the admin's public `config.js`, opens the data (proving the credentials) and reads the hosting from the dataset.
50
50
  - `--data-credential`: the data location key (journal), the git token (git-json) or the Firebase login.
51
- - `--passphrase-credential`: encrypted journals. The user stores the passphrase from their password manager: `! npx -y @fleox-agent-crm/agentcrm@0.3.0 credentials set passphrase:<alias>`.
51
+ - `--passphrase-credential`: encrypted journals. The user stores the passphrase from their password manager: `! npx -y @fleox-agent-crm/agentcrm@0.3.2 credentials set passphrase:<alias>`.
52
52
  - `--user <email>`: the CRM user the CLI acts as (default: the first admin).
53
53
  - A CRM in a local folder without a hosted admin: `site add <alias> --runtime @config.json --data-path /path/to/folder`.
54
54
  - `warnings` lists what is still missing; fix later with `site credentials <alias> --hosting-credential <account>` (`""` removes one).
@@ -57,7 +57,7 @@ npx -y @fleox-agent-crm/agentcrm@0.3.0 site add <alias> --admin-url https://crm.
57
57
  ## Health check
58
58
 
59
59
  ```bash
60
- npx -y @fleox-agent-crm/agentcrm@0.3.0 doctor --site <alias> --json
60
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 doctor --site <alias> --json
61
61
  ```
62
62
 
63
63
  `data.checks[]` has `id`, `status` (ok / warn / fail / skip), `message` and, for problems, `fix`. Exit code 1 when a check fails. Walk the user through each fix, most important first:
@@ -75,8 +75,8 @@ Details of every check: references/doctor.md.
75
75
  ## Update a hosted admin
76
76
 
77
77
  ```bash
78
- npx -y @fleox-agent-crm/agentcrm@0.3.0 deploy-admin --site <alias> --json
79
- npx -y @fleox-agent-crm/agentcrm@0.3.0 deploy-admin --site <alias> --yes --json
78
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 deploy-admin --site <alias> --json
79
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 deploy-admin --site <alias> --yes --json
80
80
  ```
81
81
 
82
82
  Without `--yes` it prints the plan (`needsConfirmation: true`, versions, file count): show it, ask, then re-run with `--yes`. `--all` covers every CRM with a hosting. It refuses downgrades and admins that store a newer data format. GitHub / GitLab Pages need a minute before `doctor` sees the new version.
@@ -86,8 +86,8 @@ Without `--yes` it prints the plan (`needsConfirmation: true`, versions, file co
86
86
  Deleted records stay restorable until compaction. To erase them physically and shrink the journal:
87
87
 
88
88
  ```bash
89
- npx -y @fleox-agent-crm/agentcrm@0.3.0 compact --site <alias> --json
90
- npx -y @fleox-agent-crm/agentcrm@0.3.0 compact --site <alias> --yes --json
89
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 compact --site <alias> --json
90
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 compact --site <alias> --yes --json
91
91
  ```
92
92
 
93
93
  Show the plan (records purged) and confirm first: it can't be undone. Run it from one place at a time.
@@ -97,12 +97,12 @@ Show the plan (records purged) and confirm first: it can't be undone. Run it fro
97
97
  Scheduled / inactivity automations and lead form ingestion run when the admin is open, or from a cron. The recommended cron is a GitHub Actions workflow in a private repo: references/cron.md. Locally:
98
98
 
99
99
  ```bash
100
- npx -y @fleox-agent-crm/agentcrm@0.3.0 automations run --site <alias> --yes --json
101
- npx -y @fleox-agent-crm/agentcrm@0.3.0 forms ingest --site <alias> --yes --json
100
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 automations run --site <alias> --yes --json
101
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 forms ingest --site <alias> --yes --json
102
102
  ```
103
103
 
104
104
  ## Overview of one CRM
105
105
 
106
106
  ```bash
107
- npx -y @fleox-agent-crm/agentcrm@0.3.0 stats --site <alias> --json
107
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 stats --site <alias> --json
108
108
  ```
@@ -4,7 +4,7 @@ description: Sales workflows on an AgentCRM - pipeline review and forecast, stal
4
4
  license: PolyForm-Noncommercial-1.0.0
5
5
  compatibility: Requires Node.js 20+. Web search / fetch tools help for enrichment.
6
6
  metadata:
7
- version: "0.3.0"
7
+ version: "0.3.2"
8
8
  repository: "https://github.com/fleox/agentcrm"
9
9
  allowed-tools: Bash Read Write WebSearch WebFetch
10
10
  ---
@@ -15,7 +15,7 @@ You are the user's sales assistant on top of their CRM. Read with the CLI, reaso
15
15
 
16
16
  **Language:** talk to the user in their language; keep commands and files in English.
17
17
 
18
- Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> --json` with `--site <alias>` (pick it with the `agentcrm-manage` skill). Command details are in the `agentcrm-admin` skill.
18
+ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.2 <command> --json` with `--site <alias>` (pick it with the `agentcrm-manage` skill). Command details are in the `agentcrm-admin` skill.
19
19
 
20
20
  ## Ground rules
21
21
 
@@ -27,10 +27,10 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.3.0 <command> --json` with
27
27
  ## Pipeline review
28
28
 
29
29
  ```bash
30
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report pipeline --site acme --json
31
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report forecast --site acme --json
32
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report stale --site acme --json
33
- npx -y @fleox-agent-crm/agentcrm@0.3.0 records list --site acme --object deals --filter closeDate:before:today --filter stage:notIn:won,lost --json
30
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report pipeline --site acme --json
31
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report forecast --site acme --json
32
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report stale --site acme --json
33
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 records list --site acme --object deals --filter closeDate:before:today --filter stage:notIn:won,lost --json
34
34
  ```
35
35
 
36
36
  Answer with: open amount and weighted forecast (vs last review if known), deals per stage, the at-risk list (stale, close date passed, no open task, no contact), and ONE next best action per at-risk deal. Then offer to create the follow-up tasks (`tasks add … --record <dealId>`) and fix stale close dates (`records update <id> --set closeDate=…`). Playbook and next-best-action rules: references/playbooks.md.
@@ -40,9 +40,9 @@ Answer with: open amount and weighted forecast (vs last review if known), deals
40
40
  For a person, company or deal:
41
41
 
42
42
  ```bash
43
- npx -y @fleox-agent-crm/agentcrm@0.3.0 records get <id> --site acme --json
44
- npx -y @fleox-agent-crm/agentcrm@0.3.0 activities list --site acme --record <id> --related --limit 30 --json
45
- npx -y @fleox-agent-crm/agentcrm@0.3.0 tasks list --site acme --record <id> --status all --json
43
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 records get <id> --site acme --json
44
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 activities list --site acme --record <id> --related --limit 30 --json
45
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 tasks list --site acme --record <id> --status all --json
46
46
  ```
47
47
 
48
48
  Brief (one page): who they are (role, company, size, industry), relationship history (last 5 interactions, open questions, promises made), open deals (stage, amount, close date), recent public news about the company (cite links), 3 goals for the meeting, questions to ask, risks. Offer to save it as a note on the record.
@@ -54,7 +54,7 @@ Read the record and its timeline (as above), then draft the email: subject + bod
54
54
  ## Lead qualification and enrichment
55
55
 
56
56
  ```bash
57
- npx -y @fleox-agent-crm/agentcrm@0.3.0 records list --site acme --object people --filter lifecycleStage:eq:lead --sort createdAt:desc --limit 25 --json
57
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 records list --site acme --object people --filter lifecycleStage:eq:lead --sort createdAt:desc --limit 25 --json
58
58
  ```
59
59
 
60
60
  For each lead: read the record and its company; enrich from public sources (company website: size, industry, location; the person's public role); score fit (1-5) and intent from the timeline; recommend a lifecycle stage and an owner. Present a table, then apply approved changes with `records update` and log the sources with `notes add`. Details: references/enrichment.md.
@@ -62,8 +62,8 @@ For each lead: read the record and its company; enrich from public sources (comp
62
62
  ## Clean duplicates
63
63
 
64
64
  ```bash
65
- npx -y @fleox-agent-crm/agentcrm@0.3.0 records duplicates --site acme --object people --json
66
- npx -y @fleox-agent-crm/agentcrm@0.3.0 records duplicates --site acme --object companies --json
65
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 records duplicates --site acme --object people --json
66
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 records duplicates --site acme --object companies --json
67
67
  ```
68
68
 
69
69
  For each group, pick the primary (most complete, most activities), show what the merge keeps, then `records merge <primaryId> <dupId>...` (plan, then `--yes`) group by group.
@@ -71,18 +71,18 @@ For each group, pick the primary (most complete, most activities), show what the
71
71
  ## Trade show / event lead lists
72
72
 
73
73
  1. Look at the file (headers, a few rows) and map columns to people fields; put the event name in `leadSource` (add the option if missing) and `tags`.
74
- 2. Dry run: `npx -y @fleox-agent-crm/agentcrm@0.3.0 import csv leads.csv --site acme --object people --map "…" --json`. Report new vs existing contacts and errors.
74
+ 2. Dry run: `npx -y @fleox-agent-crm/agentcrm@0.3.2 import csv leads.csv --site acme --object people --map "…" --json`. Report new vs existing contacts and errors.
75
75
  3. After approval: the same with `--yes`.
76
76
  4. Offer the follow-up: a task per hot lead for its owner, or a note on each record with the booth conversation if the file has comments.
77
77
 
78
78
  ## Weekly sales report
79
79
 
80
80
  ```bash
81
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report won-lost --site acme --months 3 --json
82
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report activity --site acme --days 7 --json
83
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report pipeline --site acme --json
84
- npx -y @fleox-agent-crm/agentcrm@0.3.0 report conversion --site acme --json
85
- npx -y @fleox-agent-crm/agentcrm@0.3.0 tasks list --site acme --overdue --json
81
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report won-lost --site acme --months 3 --json
82
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report activity --site acme --days 7 --json
83
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report pipeline --site acme --json
84
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 report conversion --site acme --json
85
+ npx -y @fleox-agent-crm/agentcrm@0.3.2 tasks list --site acme --overdue --json
86
86
  ```
87
87
 
88
88
  Template and what to compute: references/weekly-report.md.
@@ -1,2 +0,0 @@
1
- const __vite__mapDeps=(i,m=__vite__mapDeps,d=(m.f||(m.f=["./sdk-CnrLnlRo.js","./index-DidVVK7L.js","./index-hMXwHSvN.css","./index.esm-Dum0J07z.js","./index.esm2017-EOzKbpUS.js","./index.esm-CtEQZRb1.js"])))=>i.map(i=>d[i]);
2
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