@fleox-agent-crm/agentcrm 0.4.0 → 0.5.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +16 -16
- package/changelog.json +9 -0
- package/dist/admin/admin-files.json +1 -1
- package/dist/agent/agentcrm.mjs +133 -61
- package/dist/agent/chunks/{automations-DwWruxmu.mjs → automations-BqY8EwfJ.mjs} +3 -3
- package/dist/agent/chunks/{backup-W3CjgkAJ.mjs → backup-CO0EzdF_.mjs} +3 -3
- package/dist/agent/chunks/{compact-BGHI92tm.mjs → compact-qF5t42ko.mjs} +3 -3
- package/dist/agent/chunks/{exportCsv-C6e6XEmB.mjs → exportCsv-C-fIHLm1.mjs} +2 -2
- package/dist/agent/chunks/{extCheck-GgHG1dYB.mjs → extCheck-BcbUc7eB.mjs} +4 -4
- package/dist/agent/chunks/{files-D1daDgY0.mjs → files-C4YONVqQ.mjs} +2 -2
- package/dist/agent/chunks/{forms-BfuWaQjA.mjs → forms-DJDop3XY.mjs} +2 -2
- package/dist/agent/chunks/{importCsv-LVmMTaWU.mjs → importCsv-XjQJ9QIR.mjs} +2 -2
- package/dist/agent/chunks/{install-BLNflFes.mjs → install-D1lgtRIH.mjs} +1 -1
- package/dist/agent/chunks/{loader-MPD9iAvh.mjs → loader-Cv0UJf6b.mjs} +11 -11
- package/dist/agent/chunks/{migrate-CsClnnN8.mjs → migrate-Cc_8MHZv.mjs} +1 -1
- package/dist/agent/chunks/{pipelines-BAKpPk1w.mjs → pipelines-DiJ2dLqQ.mjs} +3 -3
- package/dist/agent/chunks/{records-DcHFelq5.mjs → records-CCTxxMWF.mjs} +1 -1
- package/dist/agent/chunks/{registry-COfJrSmg.mjs → registry-ClzNZv9Z.mjs} +10 -10
- package/dist/agent/chunks/{reports-BACHGccj.mjs → reports-WlI_A5Nr.mjs} +3 -3
- package/dist/agent/chunks/{runtime-C0Xf0Axi.mjs → runtime-BAF5vU5D.mjs} +17 -17
- package/dist/agent/chunks/{schema-C4lSslXv.mjs → schema-DOnnH2zL.mjs} +3 -3
- package/dist/agent/chunks/schemaApply-DKHipylx.mjs +164 -0
- package/dist/agent/chunks/{seed-6MRmQQBR.mjs → seed-Bb26Zsni.mjs} +2 -2
- package/dist/agent/chunks/{server-DC3t8r30.mjs → server-Bch4TQon.mjs} +3 -3
- package/dist/agent/chunks/{standardObjects-CheqfDqa.mjs → standardObjects-vrmqIVLH.mjs} +1 -1
- package/dist/agent/chunks/{stats-BfuLWhVV.mjs → stats-DfmDP3tE.mjs} +3 -3
- package/dist/agent/chunks/{tools-iSH-yMpl.mjs → tools-CCk24tdh.mjs} +9 -9
- package/dist/agent/chunks/{views-DH1n9Lrt.mjs → views-BbhmQO3n.mjs} +4 -4
- package/dist/version.json +1 -1
- package/package.json +1 -1
- package/plugin/.claude-plugin/plugin.json +1 -1
- package/plugin/skills/agentcrm-admin/SKILL.md +67 -67
- package/plugin/skills/agentcrm-admin/references/records.md +5 -5
- package/plugin/skills/agentcrm-admin/references/schema.md +19 -19
- package/plugin/skills/agentcrm-extensions/SKILL.md +8 -8
- package/plugin/skills/agentcrm-extensions/references/module-recipes.md +2 -2
- package/plugin/skills/agentcrm-extensions/references/testing.md +14 -14
- package/plugin/skills/agentcrm-extensions/references/theme-recipes.md +3 -3
- package/plugin/skills/agentcrm-install/SKILL.md +13 -13
- package/plugin/skills/agentcrm-install/references/firebase.md +1 -1
- package/plugin/skills/agentcrm-install/references/github.md +1 -1
- package/plugin/skills/agentcrm-install/references/mcp.md +2 -2
- package/plugin/skills/agentcrm-install/references/plans.md +1 -1
- package/plugin/skills/agentcrm-install/references/s3.md +1 -1
- package/plugin/skills/agentcrm-manage/SKILL.md +15 -15
- package/plugin/skills/agentcrm-sales/SKILL.md +18 -18
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@@ -10,20 +10,20 @@ import { F as FILTER_OPS, A as ACTIVITY_TYPES, a as FIELD_TYPES } from "../agent
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import { OpsError } from "./context-CxFfqS4D.mjs";
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import { listActivities, addNote, addActivity, createTask, completeTask, listTasks } from "./activities-Cj_SIOay.mjs";
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import { mergeRecords } from "./dedupe-BepmsaHv.mjs";
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import { importCsv } from "./importCsv-
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import { moveStage, forecast, listPipelines } from "./pipelines-
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import { getRecord, searchRecords, listRecords, getRecordDetails, createRecord, updateRecord, deleteRecord, queryContext } from "./records-
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import { runReport, REPORTS } from "./reports-
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import { describeSchema, createField } from "./schema-
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import { importCsv } from "./importCsv-XjQJ9QIR.mjs";
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import { moveStage, forecast, listPipelines } from "./pipelines-DiJ2dLqQ.mjs";
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import { getRecord, searchRecords, listRecords, getRecordDetails, createRecord, updateRecord, deleteRecord, queryContext } from "./records-CCTxxMWF.mjs";
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import { runReport, REPORTS } from "./reports-WlI_A5Nr.mjs";
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import { describeSchema, createField } from "./schema-DOnnH2zL.mjs";
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import { objectOf, recordOf, userOf, activitiesOf, fileOf } from "./store-5gqRSKXg.mjs";
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import { ACTION_TYPES, TRIGGER_TYPES, listAutomationRuns, AUTOMATION_TEMPLATES, listAutomations, createAutomationFromTemplate, createAutomation, setAutomationEnabled, testAutomation, runScheduled } from "./automations-
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import { listForms, ingestInbox } from "./forms-
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import { ACTION_TYPES, TRIGGER_TYPES, listAutomationRuns, AUTOMATION_TEMPLATES, listAutomations, createAutomationFromTemplate, createAutomation, setAutomationEnabled, testAutomation, runScheduled } from "./automations-BqY8EwfJ.mjs";
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import { listForms, ingestInbox } from "./forms-DJDop3XY.mjs";
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import { B as BUTTON_STYLES, C as CONTRASTS, d as COLOR_MODES, S as SIDEBAR_STYLES, e as DENSITIES, R as RADII, N as NEUTRALS, F as FONTS } from "./schema-DnLj8dUO.mjs";
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import { listPresets, getAppearance, setAppearance, applyPreset } from "./appearance-BloHbiLA.mjs";
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import { listExtensions, setExtensionEnabled } from "./extensions-Bp72uZ9a.mjs";
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import { listModules, setModuleEnabled } from "./modules-clWdE-K2.mjs";
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import { inlineFileIds, formatBytes, fileKind } from "./files-CjsPJSR6.mjs";
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import { listFiles, fileUsage } from "./files-
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import { listFiles, fileUsage } from "./files-C4YONVqQ.mjs";
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import { l as labelOf } from "./relations-B9TynBmA.mjs";
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import "node:util";
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import "node:fs";
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import "./_commonjsHelpers-ClciMIcB.mjs";
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import "stream";
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import "./utils-DmI8FtXP.mjs";
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import "./standardObjects-
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import "./standardObjects-vrmqIVLH.mjs";
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import "./settings-Di8nzNEL.mjs";
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import "./runtimeConfig-CCOFg1RM.mjs";
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import "./extensionActions-D2HtpQz4.mjs";
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@@ -6,9 +6,9 @@ const __filename = __acrmPath(import.meta.url);
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const __dirname = __acrmDirname(__filename);
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import { n as newId } from "./ids-CvnmrMJX.mjs";
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import { F as FILTER_OPS } from "../agentcrm.mjs";
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import {
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import { listRecords } from "./records-
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import { requireObject, asDoc,
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import { assertCan, can, OpsError } from "./context-CxFfqS4D.mjs";
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import { listRecords } from "./records-CCTxxMWF.mjs";
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import { viewsOf, requireObject, asDoc, thaw, pipelinesOf } from "./store-5gqRSKXg.mjs";
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import "node:util";
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import "node:fs";
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import "node:path";
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import "./pluginRegistry-DyHtlkcr.mjs";
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import "./fields-B0bitgmr.mjs";
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import "./query-C5nJB_3C.mjs";
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import "./standardObjects-
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import "./standardObjects-vrmqIVLH.mjs";
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import "./relations-B9TynBmA.mjs";
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function listViews(ctx, objectId) {
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assertCan(ctx, "views.read");
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package/dist/version.json
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package/package.json
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{
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"name": "@fleox-agent-crm/agentcrm",
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"version": "0.
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"version": "0.5.0",
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"type": "module",
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"description": "The static CRM your AI agent can run: a Twenty / HubSpot-style CRM that runs entirely in the browser or headless through the agentcrm CLI, with data on storage you own.",
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"license": "SEE LICENSE IN LICENSE",
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{
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"name": "agentcrm",
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"version": "0.
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"version": "0.5.0",
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"description": "Skills to install AgentCRM (the static CRM your AI agent can run), manage its sites, run and customise the CRM (modules, appearance, extensions), drive sales workflows and build extension modules and themes.",
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"author": {
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"name": "fleox"
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license: PolyForm-Noncommercial-1.0.0
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compatibility: Requires Node.js 20+.
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metadata:
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version: "0.
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version: "0.5.0"
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repository: "https://github.com/fleox/agentcrm"
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allowed-tools: Bash Read Write
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---
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**Language:** talk to the user in their language; keep commands and files in English.
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Every command is `npx -y @fleox-agent-crm/agentcrm@0.
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Every command is `npx -y @fleox-agent-crm/agentcrm@0.5.0 <command> --json`; always pass `--site <alias>` (see `agentcrm-manage` to pick one). Read `error.hint` when `ok` is false. `npx -y @fleox-agent-crm/agentcrm@0.5.0 help records --json` lists any command's actions and options.
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## Rules
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## Records
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```bash
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records list --site acme --object deals --filter stage:in:proposal,negotiation --filter amount:gte:10000 --sort amount:desc --limit 20 --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records get <id> --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records search "globex" --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records create --site acme --object people --set firstName=Grace --set lastName=Hopper --set email=grace@globex.com --set company=<companyId> --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records update <id> --site acme --set jobTitle=CTO --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records delete <id> --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records restore <id> --site acme --json
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```
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- Filters: `--filter field:op:value`, repeatable. Ops: eq, neq, contains, notContains, empty, notEmpty, gt, gte, lt, lte, in, notIn, before, after, withinDays. Dates: `YYYY-MM-DD`, `today`, `+30d`. Also `id`, `ownerId`, `createdAt`, `updatedAt`.
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## Timeline and tasks
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```bash
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npx -y @fleox-agent-crm/agentcrm@0.5.0 notes add <recordId> --site acme --body "Met at the expo; wants a demo in June." --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 activities add --site acme --type call --title "Discovery call" --record <personId> --record <dealId> --meta '{"durationMin":25}' --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 activities list --site acme --record <companyId> --related --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 tasks add --site acme --title "Send the proposal" --due 2026-11-10 --assignee me --record <dealId> --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 tasks list --site acme --assignee me --overdue --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 tasks done <taskId> --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 tasks reassign <taskId> --site acme --assignee sam@acme.com --json
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```
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Activity types: note, task, call, email, meeting. `--body @notes.md` reads a file.
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People have a **photo** (`avatar` field) and companies a **logo** (`logo`), shown next to the name everywhere; custom objects get one by adding an `image` field (the first becomes the object's image). Files (any type: images, PDFs, Office documents…) attach to a record or to an activity (note, task, call, email, meeting).
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npx -y @fleox-agent-crm/agentcrm@0.5.0 records image <personId> ./ada.jpg --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 notes add <recordId> --body "Signed contract attached." --attach ./contract.pdf --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 tasks add --title "Review the quote" --record <dealId> --attach ./quote.xlsx --attach ./scope.pdf --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 files upload ./brochure.pdf ./photo.png --record <companyId> --site acme --json
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npx -y @fleox-agent-crm/agentcrm@0.5.0 files upload ./minutes.docx --activity <noteId> --site acme --json
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- Files live next to the data and are **encrypted with the same passphrase** on the journal backend; IndexedDB in local mode; the data repo (`files/`) for git-json (warn: history keeps them); Firebase Storage for Firebase (Storage must be enabled, see docs/files.md).
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## Pipelines
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-
npx -y @fleox-agent-crm/agentcrm@0.
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 pipelines list --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 pipelines move <dealId> Negotiation --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 pipelines move <dealId> Lost --lost-reason "Budget" --site acme --json
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```
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Moving sets the deal's probability to the stage's. Adding / renaming stages is done in the admin (Settings → Data model).
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Built-in modules: dashboard, deals (deals object + pipelines), reports, forms, tasks, automations, integrations (email and calendar), assistant (in-admin AI); records, search, settings, setup and customize are required. Installed extension modules are listed with `source: "extension"`. Disabling hides pages, navigation, widgets and owned objects for every user; it never deletes data, and enabling again brings everything back.
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```bash
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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npx -y @fleox-agent-crm/agentcrm@0.
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npx -y @fleox-agent-crm/agentcrm@0.
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 modules list --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 modules disable forms --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 modules disable forms --site acme --yes --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 modules enable deals --site acme --cascade --yes --json
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```
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- When the user says "we only manage contacts" or "hide what we don't use": list the modules, propose which to turn off (with what each hides), and apply only after they agree.
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@@ -117,14 +117,14 @@ npx -y @fleox-agent-crm/agentcrm@0.4.0 modules enable deals --site acme --cascad
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One accent color drives the whole palette (a 50 to 950 scale is generated). Applies live to every user.
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119
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|
```bash
|
|
120
|
-
npx -y @fleox-agent-crm/agentcrm@0.
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121
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance get --site acme --json
|
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance presets --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance set --site acme --accent "#0f766e" --neutral stone --radius lg --json
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance preset ocean --site acme --yes --json
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance logo ./logo.svg --site acme --yes --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance favicon ./favicon.png --site acme --yes --json
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance css ./brand.css --site acme --yes --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 appearance reset --site acme --json
|
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128
|
```
|
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129
|
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|
- **Brand from a hex:** `appearance set --accent <hex>`, then pick `--neutral` by temperature (blue / teal brands: slate; warm brands: stone; otherwise zinc), `--buttons accent` for a colorful brand. **From a logo:** read the dominant non-gray color of the SVG (its `fill`) or the image, propose it as the accent, and upload the logo itself with `appearance logo`.
|
|
@@ -134,9 +134,9 @@ npx -y @fleox-agent-crm/agentcrm@0.4.0 appearance reset --site acme --json
|
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134
134
|
## Extensions (installed modules and themes)
|
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135
|
|
|
136
136
|
```bash
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|
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|
-
npx -y @fleox-agent-crm/agentcrm@0.
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|
-
npx -y @fleox-agent-crm/agentcrm@0.
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|
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|
-
npx -y @fleox-agent-crm/agentcrm@0.
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|
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext list --site acme --json
|
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext disable sales-goals --site acme --yes --json
|
|
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext enable sales-goals --site acme --yes --json
|
|
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140
|
```
|
|
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141
|
|
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|
Installing, building or debugging extensions: the `agentcrm-extensions` skill. Installing runs third-party code with admin rights: always show the plan and ask. If the admin misbehaves after an extension change, `ext disable <id> --yes`, or open the admin with `?safe=1`; CLI commands accept `--safe` to skip extensions.
|
|
@@ -144,11 +144,11 @@ Installing, building or debugging extensions: the `agentcrm-extensions` skill. I
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|
## Import and export
|
|
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145
|
|
|
146
146
|
```bash
|
|
147
|
-
npx -y @fleox-agent-crm/agentcrm@0.
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|
148
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
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|
-
npx -y @fleox-agent-crm/agentcrm@0.
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|
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|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
151
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
147
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 import csv contacts.csv --site acme --object people --json
|
|
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 import csv contacts.csv --site acme --object people --yes --json
|
|
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|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 export csv --site acme --object companies --out companies.csv --json
|
|
150
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 export json --site acme --out backup.json --json
|
|
151
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 export zip --site acme --out backup.zip --json
|
|
152
152
|
```
|
|
153
153
|
|
|
154
154
|
The import is a DRY RUN until `--yes`: read the report (mapping, per-row action, errors, new select options, companies to create) with the user before applying. Mapping, dedupe and coercion rules: references/import.md.
|
|
@@ -156,25 +156,25 @@ The import is a DRY RUN until `--yes`: read the report (mapping, per-row action,
|
|
|
156
156
|
## Reports and stats
|
|
157
157
|
|
|
158
158
|
```bash
|
|
159
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
160
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
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|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
162
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
163
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
164
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
165
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
166
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
159
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report pipeline --site acme --json
|
|
160
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report forecast --site acme --json
|
|
161
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report won-lost --site acme --months 6 --json
|
|
162
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report activity --site acme --days 30 --json
|
|
163
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report lead-sources --site acme --json
|
|
164
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report stale --site acme --days 21 --json
|
|
165
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 report conversion --site acme --json
|
|
166
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 stats --site acme --json
|
|
167
167
|
```
|
|
168
168
|
|
|
169
169
|
## Automations and lead forms
|
|
170
170
|
|
|
171
171
|
```bash
|
|
172
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
173
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
174
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
175
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
176
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
177
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
172
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 automations list --site acme --json
|
|
173
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 automations disable <id> --site acme --json
|
|
174
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 automations run --site acme --json
|
|
175
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 forms list --site acme --json
|
|
176
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 forms publish <formId> --site acme --json
|
|
177
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 forms ingest --site acme --json
|
|
178
178
|
```
|
|
179
179
|
|
|
180
180
|
Event automations (record created, field changed, stage changed) fire on every write, from the CLI too. Building automations and forms is done in the admin; the CLI enables / disables, runs the scheduled ones and ingests form submissions. For a cron, see the `agentcrm-manage` skill.
|
|
@@ -184,8 +184,8 @@ Event automations (record created, field changed, stage changed) fire on every w
|
|
|
184
184
|
The same tools the MCP server and the in-admin assistant expose, including the tools of enabled extension modules (`source: "extension"`) the customisation tools (`list_modules`, `set_module_enabled`, `get_appearance`, `set_appearance`, `apply_appearance_preset`, `list_extensions`, `set_extension_enabled`) and the file tools (`list_files`, `describe_attachments`):
|
|
185
185
|
|
|
186
186
|
```bash
|
|
187
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
188
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
187
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 tools list --site acme --json
|
|
188
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 tools call pipeline_summary --site acme --input '{}' --json
|
|
189
189
|
```
|
|
190
190
|
|
|
191
191
|
Useful when a tool returns exactly what you need in one call (`get_record` with relations and latest activities, `pipeline_summary`).
|
|
@@ -12,17 +12,17 @@ Always confirm with `objects get <object>`: admins add fields and options.
|
|
|
12
12
|
|
|
13
13
|
```bash
|
|
14
14
|
# A company and its contact
|
|
15
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
16
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
15
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 records create --site acme --object companies --set name="Globex" --set domain=globex.com --set industry=software --json
|
|
16
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 records create --site acme --object people --fields @grace.json --json
|
|
17
17
|
|
|
18
18
|
# A deal linked to both
|
|
19
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
19
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 records create --site acme --object deals --fields '{"name":"Globex pilot","amount":12000,"closeDate":"2026-12-15","company":"<companyId>","contacts":["<personId>"]}' --json
|
|
20
20
|
|
|
21
21
|
# Leads created this week, without an owner
|
|
22
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
22
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 records list --site acme --object people --filter lifecycleStage:eq:lead --filter createdAt:withinDays:-7 --filter ownerId:empty --json
|
|
23
23
|
|
|
24
24
|
# Assign an owner
|
|
25
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
25
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 records update <id> --site acme --owner <userId> --json
|
|
26
26
|
```
|
|
27
27
|
|
|
28
28
|
`records get` returns `relations` (records this one points to) and `related` (records pointing to it, e.g. a company's people and deals) plus `activityCount`.
|
|
@@ -5,11 +5,11 @@ All schema commands need the admin role.
|
|
|
5
5
|
## Objects
|
|
6
6
|
|
|
7
7
|
```bash
|
|
8
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
9
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
10
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
11
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
12
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
8
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 objects list --site acme --json
|
|
9
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 objects get deals --site acme --json
|
|
10
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 objects create --site acme --singular Project --plural Projects --icon folder --json
|
|
11
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 objects update projects --site acme --plural "Client projects" --json
|
|
12
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 objects delete projects --site acme --json
|
|
13
13
|
```
|
|
14
14
|
|
|
15
15
|
Deleting an object deletes all its records (plan first).
|
|
@@ -19,10 +19,10 @@ Deleting an object deletes all its records (plan first).
|
|
|
19
19
|
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).
|
|
20
20
|
|
|
21
21
|
```bash
|
|
22
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
23
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
24
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
25
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
22
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 fields add --site acme --object deals --label "Contract type" --type select --options "New,Renewal,Upsell" --json
|
|
23
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 fields add --site acme --object projects --label Client --type relation --relation-object companies --json
|
|
24
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 fields update contractType --site acme --object deals --options "New,Renewal,Upsell,Cross-sell" --json
|
|
25
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 fields delete contractType --site acme --object deals --json
|
|
26
26
|
```
|
|
27
27
|
|
|
28
28
|
`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@0.4.0 fields delete contractType --site acme --
|
|
|
30
30
|
## Views
|
|
31
31
|
|
|
32
32
|
```bash
|
|
33
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
34
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
35
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
36
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
33
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 views list --site acme --object deals --json
|
|
34
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 views create --site acme --object deals --name "Closing this month" --filter closeDate:withinDays:30 --sort closeDate --columns name,amount,stage,closeDate --shared --json
|
|
35
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 views create --site acme --object deals --name Board --type kanban --group-by stage --json
|
|
36
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 views delete <viewId> --site acme --json
|
|
37
37
|
```
|
|
38
38
|
|
|
39
39
|
## Users and roles
|
|
@@ -41,10 +41,10 @@ npx -y @fleox-agent-crm/agentcrm@0.4.0 views delete <viewId> --site acme --json
|
|
|
41
41
|
Roles: `admin` (everything), `member` (records, activities, own views, import / export), `viewer` (read only).
|
|
42
42
|
|
|
43
43
|
```bash
|
|
44
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
45
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
46
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
47
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
44
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 users list --site acme --all --json
|
|
45
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 users add --site acme --email sam@acme.com --name "Sam Rivera" --role member --json
|
|
46
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 users role sam@acme.com admin --site acme --json
|
|
47
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 users disable sam@acme.com --site acme --json
|
|
48
48
|
```
|
|
49
49
|
|
|
50
50
|
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
|
|
|
52
52
|
## Settings
|
|
53
53
|
|
|
54
54
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```bash
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 settings get --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 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.
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@@ -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.
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version: "0.5.0"
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repository: "https://github.com/fleox/agentcrm"
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allowed-tools: Bash Read Write Edit
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---
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@@ -33,7 +33,7 @@ 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.
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+
Every command is `npx -y @fleox-agent-crm/agentcrm@0.5.0 <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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@@ -51,7 +51,7 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.4.0 <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.
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npx -y @fleox-agent-crm/agentcrm@0.5.0 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:
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@@ -64,15 +64,15 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.4.0 <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.
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 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.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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-
npx -y @fleox-agent-crm/agentcrm@0.
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext pack . --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install . --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install . --site acme --yes --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 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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|
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-
npx -y @fleox-agent-crm/agentcrm@0.
|
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-
npx -y @fleox-agent-crm/agentcrm@0.
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 modules config get acme-projects --site acme --json
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+
npx -y @fleox-agent-crm/agentcrm@0.5.0 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`).
|
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@@ -5,7 +5,7 @@
|
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|
5
5
|
```bash
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|
6
6
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npm run typecheck # tsc against types/agentcrm-runtime.d.ts
|
|
7
7
|
npm run build # vite build → dist/bundle.js
|
|
8
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
8
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext check . --json # what the admin will see
|
|
9
9
|
```
|
|
10
10
|
|
|
11
11
|
`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:
|
|
@@ -24,10 +24,10 @@ The check runs the bundle in Node with the real loader and runtime, in a throw-a
|
|
|
24
24
|
## Pack and install
|
|
25
25
|
|
|
26
26
|
```bash
|
|
27
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
28
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
29
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
30
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
27
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext pack . --json # → <id>-<version>.zip
|
|
28
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install acme-quotes-0.1.0.zip --site acme --json
|
|
29
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install acme-quotes-0.1.0.zip --site acme --yes --json
|
|
30
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext list --site acme --json
|
|
31
31
|
```
|
|
32
32
|
|
|
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`.**
|
|
@@ -45,21 +45,21 @@ Bump `version` in `manifest.json`, build, check, install again: `mode: "upgrade"
|
|
|
45
45
|
## Use it
|
|
46
46
|
|
|
47
47
|
```bash
|
|
48
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
49
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
50
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
51
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
48
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 tools list --site acme --json # its AI tools (source: "extension")
|
|
49
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 tools call acme_quotes_list --site acme --input '{}' --json
|
|
50
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 modules list --site acme --json # appears as a module (source: "extension")
|
|
51
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 automations run --site acme --json # its automation actions run here too
|
|
52
52
|
```
|
|
53
53
|
|
|
54
|
-
To see the UI, open the CRM's admin (its hosted URL, see `site show`, or `npx -y @fleox-agent-crm/agentcrm@0.
|
|
54
|
+
To see the UI, open the CRM's admin (its hosted URL, see `site show`, or `npx -y @fleox-agent-crm/agentcrm@0.5.0 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).
|
|
55
55
|
|
|
56
56
|
## Disable, uninstall, export
|
|
57
57
|
|
|
58
58
|
```bash
|
|
59
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
60
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
61
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
62
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
59
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext disable acme-quotes --site acme --yes --json
|
|
60
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext enable acme-quotes --site acme --yes --json
|
|
61
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext uninstall acme-quotes --site acme --yes --json
|
|
62
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext export acme-quotes --site acme --out backup.zip --json
|
|
63
63
|
```
|
|
64
64
|
|
|
65
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.
|
|
61
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
62
|
-
npx -y @fleox-agent-crm/agentcrm@0.
|
|
60
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext check . --json
|
|
61
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 ext install . --site acme --yes --json
|
|
62
|
+
npx -y @fleox-agent-crm/agentcrm@0.5.0 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).
|