@fleox-agent-crm/agentcrm 0.7.0 → 0.9.0

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Files changed (37) hide show
  1. package/README.md +16 -16
  2. package/changelog.json +19 -0
  3. package/dist/admin/admin-files.json +7 -7
  4. package/dist/admin/assets/{chartsImpl-Cx0bQmYg.js → chartsImpl-D2PADqts.js} +1 -1
  5. package/dist/admin/assets/{firebase-DyAT9e1o.js → firebase-CwGe_Sf_.js} +2 -2
  6. package/dist/admin/assets/{gitJson-BeyPO6eJ.js → gitJson-iOqViH3d.js} +1 -1
  7. package/dist/admin/assets/{index-Bp5AxImK.js → index-BgYXHsdo.js} +270 -270
  8. package/dist/admin/assets/{lucide-react.min-BXJHmaO2.js → lucide-react.min-DBYEZafa.js} +1 -1
  9. package/dist/admin/assets/{sdk-hs3heWPk.js → sdk-DQ9ctNk3.js} +1 -1
  10. package/dist/admin/index.html +1 -1
  11. package/dist/agent/agentcrm.mjs +21 -21
  12. package/dist/agent/chunks/{extCheck-Bu8C87OV.mjs → extCheck-yWx4BPsr.mjs} +3 -3
  13. package/dist/agent/chunks/{loader-CGIek5YG.mjs → loader-CQwZ14Sl.mjs} +3 -3
  14. package/dist/agent/chunks/{registry-Bg8kGteS.mjs → registry-D3C_myHO.mjs} +2 -2
  15. package/dist/agent/chunks/{runtime-Bmwgx2hK.mjs → runtime-CImKXCKZ.mjs} +21 -4
  16. package/dist/agent/chunks/{schema-Cwi7iFp2.mjs → schema-CehJcGBp.mjs} +28 -0
  17. package/dist/agent/chunks/{schemaApply-tEIr5lFK.mjs → schemaApply-RJGX9KZk.mjs} +19 -3
  18. package/dist/agent/chunks/{server-3awvGTvL.mjs → server-876r03Db.mjs} +2 -2
  19. package/dist/agent/chunks/{tools-BR3X1Uvm.mjs → tools-FJK-FGxt.mjs} +1 -1
  20. package/dist/version.json +1 -1
  21. package/package.json +1 -1
  22. package/plugin/.claude-plugin/plugin.json +1 -1
  23. package/plugin/skills/agentcrm-admin/SKILL.md +67 -67
  24. package/plugin/skills/agentcrm-admin/references/records.md +5 -5
  25. package/plugin/skills/agentcrm-admin/references/schema.md +19 -19
  26. package/plugin/skills/agentcrm-extensions/SKILL.md +8 -8
  27. package/plugin/skills/agentcrm-extensions/references/module-recipes.md +2 -2
  28. package/plugin/skills/agentcrm-extensions/references/testing.md +14 -14
  29. package/plugin/skills/agentcrm-extensions/references/theme-recipes.md +3 -3
  30. package/plugin/skills/agentcrm-install/SKILL.md +13 -13
  31. package/plugin/skills/agentcrm-install/references/firebase.md +1 -1
  32. package/plugin/skills/agentcrm-install/references/github.md +1 -1
  33. package/plugin/skills/agentcrm-install/references/mcp.md +2 -2
  34. package/plugin/skills/agentcrm-install/references/plans.md +1 -1
  35. package/plugin/skills/agentcrm-install/references/s3.md +1 -1
  36. package/plugin/skills/agentcrm-manage/SKILL.md +15 -15
  37. package/plugin/skills/agentcrm-sales/SKILL.md +18 -18
package/plugin/skills/agentcrm-admin/SKILL.md CHANGED
@@ -4,7 +4,7 @@ description: Run an AgentCRM like its admin does - find, list, create, update, d
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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: "0.7.0"
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+ version: "0.9.0"
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  repository: "https://github.com/fleox/agentcrm"
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  allowed-tools: Bash Read Write
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  ---
@@ -15,7 +15,7 @@ The CLI runs the admin's own engine headless: the same validation, roles and aut
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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@0.7.0 <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@0.7.0 help records --json` lists any command's actions and options.
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+ Every command is `npx -y @fleox-agent-crm/agentcrm@0.9.0 <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@0.9.0 help records --json` lists any command's actions and options.
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  ## Rules
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@@ -27,13 +27,13 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.7.0 <command> --json`; alwa
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  ## Records
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 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@0.7.0 records get <id> --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 records search "globex" --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 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@0.7.0 records update <id> --site acme --set jobTitle=CTO --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 records delete <id> --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 records restore <id> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.9.0 records get <id> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 records search "globex" --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.9.0 records update <id> --site acme --set jobTitle=CTO --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 records delete <id> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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`.
@@ -46,13 +46,13 @@ More examples per object: references/records.md.
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  ## Timeline and tasks
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 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@0.7.0 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@0.7.0 activities list --site acme --record <companyId> --related --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 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@0.7.0 tasks list --site acme --assignee me --overdue --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 tasks done <taskId> --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 tasks reassign <taskId> --site acme --assignee sam@acme.com --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.9.0 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@0.9.0 activities list --site acme --record <companyId> --related --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.9.0 tasks list --site acme --assignee me --overdue --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 tasks done <taskId> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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.
@@ -62,18 +62,18 @@ Activity types: note, task, call, email, meeting. `--body @notes.md` reads a fil
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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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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 records image <personId> ./ada.jpg --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 records image <companyId> ./logo.svg --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 records image <personId> --remove --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 notes add <recordId> --body "Signed contract attached." --attach ./contract.pdf --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 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@0.7.0 activities add --type meeting --title "Workshop" --record <companyId> --attach ./whiteboard.png --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 files upload ./brochure.pdf ./photo.png --record <companyId> --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 files upload ./minutes.docx --activity <noteId> --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 files list --record <companyId> --related --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 files get <fileId> --out ./contract.pdf --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 files delete <fileId> --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 files usage --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 records image <personId> ./ada.jpg --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 records image <companyId> ./logo.svg --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 records image <personId> --remove --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 notes add <recordId> --body "Signed contract attached." --attach ./contract.pdf --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.9.0 activities add --type meeting --title "Workshop" --record <companyId> --attach ./whiteboard.png --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 files upload ./brochure.pdf ./photo.png --record <companyId> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 files upload ./minutes.docx --activity <noteId> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 files list --record <companyId> --related --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 files get <fileId> --out ./contract.pdf --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 files delete <fileId> --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 files usage --site acme --json
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  ```
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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).
@@ -86,9 +86,9 @@ npx -y @fleox-agent-crm/agentcrm@0.7.0 files usage --site acme --json
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  ## Pipelines
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 pipelines list --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 pipelines move <dealId> Negotiation --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 pipelines move <dealId> Lost --lost-reason "Budget" --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 pipelines list --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 pipelines move <dealId> Negotiation --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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).
@@ -102,10 +102,10 @@ See references/schema.md for objects, fields (types, options, relations), views,
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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@0.7.0 modules list --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 modules disable forms --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 modules disable forms --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 modules enable deals --site acme --cascade --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 modules list --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 modules disable forms --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 modules disable forms --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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.
@@ -117,14 +117,14 @@ npx -y @fleox-agent-crm/agentcrm@0.7.0 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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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance get --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance presets --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance set --site acme --accent "#0f766e" --neutral stone --radius lg --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance preset ocean --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance logo ./logo.svg --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance favicon ./favicon.png --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance css ./brand.css --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance reset --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance get --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance presets --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance set --site acme --accent "#0f766e" --neutral stone --radius lg --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance preset ocean --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance logo ./logo.svg --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance favicon ./favicon.png --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance css ./brand.css --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 appearance reset --site acme --json
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  ```
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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@0.7.0 appearance reset --site acme --json
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  ## Extensions (installed modules and themes)
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext list --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext disable sales-goals --site acme --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext enable sales-goals --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext list --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext disable sales-goals --site acme --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext enable sales-goals --site acme --yes --json
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  ```
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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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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 import csv contacts.csv --site acme --object people --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 import csv contacts.csv --site acme --object people --yes --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 export csv --site acme --object companies --out companies.csv --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 export json --site acme --out backup.json --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 export zip --site acme --out backup.zip --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 import csv contacts.csv --site acme --object people --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 import csv contacts.csv --site acme --object people --yes --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 export csv --site acme --object companies --out companies.csv --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 export json --site acme --out backup.json --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 export zip --site acme --out backup.zip --json
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  ```
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  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,
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  ## Reports and stats
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  ```bash
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report pipeline --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report forecast --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report won-lost --site acme --months 6 --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report activity --site acme --days 30 --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report lead-sources --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report stale --site acme --days 21 --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 report conversion --site acme --json
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- npx -y @fleox-agent-crm/agentcrm@0.7.0 stats --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report pipeline --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report forecast --site acme --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report won-lost --site acme --months 6 --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report activity --site acme --days 30 --json
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+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report lead-sources --site acme --json
164
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report stale --site acme --days 21 --json
165
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 report conversion --site acme --json
166
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 automations list --site acme --json
173
- npx -y @fleox-agent-crm/agentcrm@0.7.0 automations disable <id> --site acme --json
174
- npx -y @fleox-agent-crm/agentcrm@0.7.0 automations run --site acme --json
175
- npx -y @fleox-agent-crm/agentcrm@0.7.0 forms list --site acme --json
176
- npx -y @fleox-agent-crm/agentcrm@0.7.0 forms publish <formId> --site acme --json
177
- npx -y @fleox-agent-crm/agentcrm@0.7.0 forms ingest --site acme --json
172
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 automations list --site acme --json
173
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 automations disable <id> --site acme --json
174
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 automations run --site acme --json
175
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 forms list --site acme --json
176
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 forms publish <formId> --site acme --json
177
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 tools list --site acme --json
188
- npx -y @fleox-agent-crm/agentcrm@0.7.0 tools call pipeline_summary --site acme --input '{}' --json
187
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 tools list --site acme --json
188
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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`).
package/plugin/skills/agentcrm-admin/references/records.md CHANGED
@@ -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@0.7.0 records create --site acme --object companies --set name="Globex" --set domain=globex.com --set industry=software --json
16
- npx -y @fleox-agent-crm/agentcrm@0.7.0 records create --site acme --object people --fields @grace.json --json
15
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 records create --site acme --object companies --set name="Globex" --set domain=globex.com --set industry=software --json
16
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 records create --site acme --object deals --fields '{"name":"Globex pilot","amount":12000,"closeDate":"2026-12-15","company":"<companyId>","contacts":["<personId>"]}' --json
19
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 records list --site acme --object people --filter lifecycleStage:eq:lead --filter createdAt:withinDays:-7 --filter ownerId:empty --json
22
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 records update <id> --site acme --owner <userId> --json
25
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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`.
package/plugin/skills/agentcrm-admin/references/schema.md CHANGED
@@ -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@0.7.0 objects list --site acme --json
9
- npx -y @fleox-agent-crm/agentcrm@0.7.0 objects get deals --site acme --json
10
- npx -y @fleox-agent-crm/agentcrm@0.7.0 objects create --site acme --singular Project --plural Projects --icon folder --json
11
- npx -y @fleox-agent-crm/agentcrm@0.7.0 objects update projects --site acme --plural "Client projects" --json
12
- npx -y @fleox-agent-crm/agentcrm@0.7.0 objects delete projects --site acme --json
8
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 objects list --site acme --json
9
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 objects get deals --site acme --json
10
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 objects create --site acme --singular Project --plural Projects --icon folder --json
11
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 objects update projects --site acme --plural "Client projects" --json
12
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 fields add --site acme --object deals --label "Contract type" --type select --options "New,Renewal,Upsell" --json
23
- npx -y @fleox-agent-crm/agentcrm@0.7.0 fields add --site acme --object projects --label Client --type relation --relation-object companies --json
24
- npx -y @fleox-agent-crm/agentcrm@0.7.0 fields update contractType --site acme --object deals --options "New,Renewal,Upsell,Cross-sell" --json
25
- npx -y @fleox-agent-crm/agentcrm@0.7.0 fields delete contractType --site acme --object deals --json
22
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 fields add --site acme --object deals --label "Contract type" --type select --options "New,Renewal,Upsell" --json
23
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 fields add --site acme --object projects --label Client --type relation --relation-object companies --json
24
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 fields update contractType --site acme --object deals --options "New,Renewal,Upsell,Cross-sell" --json
25
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 fields delete contractType --site acme --
30
30
  ## Views
31
31
 
32
32
  ```bash
33
- npx -y @fleox-agent-crm/agentcrm@0.7.0 views list --site acme --object deals --json
34
- npx -y @fleox-agent-crm/agentcrm@0.7.0 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@0.7.0 views create --site acme --object deals --name Board --type kanban --group-by stage --json
36
- npx -y @fleox-agent-crm/agentcrm@0.7.0 views delete <viewId> --site acme --json
33
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 views list --site acme --object deals --json
34
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.9.0 views create --site acme --object deals --name Board --type kanban --group-by stage --json
36
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 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@0.7.0 users list --site acme --all --json
45
- npx -y @fleox-agent-crm/agentcrm@0.7.0 users add --site acme --email sam@acme.com --name "Sam Rivera" --role member --json
46
- npx -y @fleox-agent-crm/agentcrm@0.7.0 users role sam@acme.com admin --site acme --json
47
- npx -y @fleox-agent-crm/agentcrm@0.7.0 users disable sam@acme.com --site acme --json
44
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 users list --site acme --all --json
45
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 users add --site acme --email sam@acme.com --name "Sam Rivera" --role member --json
46
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 users role sam@acme.com admin --site acme --json
47
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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
  ```bash
55
- npx -y @fleox-agent-crm/agentcrm@0.7.0 settings get --site acme --json
56
- npx -y @fleox-agent-crm/agentcrm@0.7.0 settings set --site acme --set name="Acme CRM" --set defaultCurrency=EUR --set locale=fr-FR --set staleDealDays=21 --json
55
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 settings get --site acme --json
56
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 settings set --site acme --set name="Acme CRM" --set defaultCurrency=EUR --set locale=fr-FR --set staleDealDays=21 --json
57
57
  ```
58
58
 
59
59
  Secrets are refused in settings.
package/plugin/skills/agentcrm-extensions/SKILL.md CHANGED
@@ -4,7 +4,7 @@ description: Create, test and ship AgentCRM extensions - scaffold a module or th
4
4
  license: PolyForm-Noncommercial-1.0.0
5
5
  compatibility: Requires Node.js 20+ (npm for the extension project's own build).
6
6
  metadata:
7
- version: "0.7.0"
7
+ version: "0.9.0"
8
8
  repository: "https://github.com/fleox/agentcrm"
9
9
  allowed-tools: Bash Read Write Edit
10
10
  ---
@@ -33,7 +33,7 @@ AgentCRM is a static CRM: the admin is a single-page app that runs in the browse
33
33
 
34
34
  ## The toolchain: `agentcrm ext`
35
35
 
36
- Every command is `npx -y @fleox-agent-crm/agentcrm@0.7.0 <command> … --json`. Read `error.hint` when `ok` is false.
36
+ Every command is `npx -y @fleox-agent-crm/agentcrm@0.9.0 <command> … --json`. Read `error.hint` when `ok` is false.
37
37
 
38
38
  | Action | What it does |
39
39
  |---|---|
@@ -51,7 +51,7 @@ Every command is `npx -y @fleox-agent-crm/agentcrm@0.7.0 <command> … --json`.
51
51
  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`).
52
52
  2. **Scaffold and install the toolchain:**
53
53
  ```bash
54
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext new module acme-quotes --author "Acme" --json
54
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext new module acme-quotes --author "Acme" --json
55
55
  cd acme-quotes && npm install
56
56
  ```
57
57
  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@0.7.0 <command> … --json`.
64
64
  ```bash
65
65
  npm run typecheck
66
66
  npm run build
67
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext check . --json
67
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext check . --json
68
68
  ```
69
69
  Fix every error; read the warnings (missing French strings, tool names without the module prefix, nav entries without a route).
70
70
  6. **Pack and install** (plan first, then `--yes` once the user agreed):
71
71
  ```bash
72
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext pack . --json
73
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext install . --site acme --json
74
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext install . --site acme --yes --json
75
- npx -y @fleox-agent-crm/agentcrm@0.7.0 tools list --site acme --json
72
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext pack . --json
73
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext install . --site acme --json
74
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext install . --site acme --yes --json
75
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 tools list --site acme --json
76
76
  ```
77
77
  For a new release, bump `version` in `manifest.json` (semver) and install again: it upgrades in place.
78
78
 
package/plugin/skills/agentcrm-extensions/references/module-recipes.md CHANGED
@@ -182,8 +182,8 @@ function SettingsPage() {
182
182
  In AI tools / actions read it with `readConfig(ops.getModuleConfig(ctx, ID))`. From the CLI:
183
183
 
184
184
  ```bash
185
- npx -y @fleox-agent-crm/agentcrm@0.7.0 modules config get acme-projects --site acme --json
186
- npx -y @fleox-agent-crm/agentcrm@0.7.0 modules config set acme-projects --value '{"budgetAlert":50000}' --site acme --json
185
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 modules config get acme-projects --site acme --json
186
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 modules config set acme-projects --value '{"budgetAlert":50000}' --site acme --json
187
187
  ```
188
188
 
189
189
  (the second prints a plan; add `--yes`).
package/plugin/skills/agentcrm-extensions/references/testing.md CHANGED
@@ -5,7 +5,7 @@
5
5
  ```bash
6
6
  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@0.7.0 ext check . --json # what the admin will see
8
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 ext pack . --json # → <id>-<version>.zip
28
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext install acme-quotes-0.1.0.zip --site acme --json
29
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext install acme-quotes-0.1.0.zip --site acme --yes --json
30
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext list --site acme --json
27
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext pack . --json # → <id>-<version>.zip
28
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext install acme-quotes-0.1.0.zip --site acme --json
29
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext install acme-quotes-0.1.0.zip --site acme --yes --json
30
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 tools list --site acme --json # its AI tools (source: "extension")
49
- npx -y @fleox-agent-crm/agentcrm@0.7.0 tools call acme_quotes_list --site acme --input '{}' --json
50
- npx -y @fleox-agent-crm/agentcrm@0.7.0 modules list --site acme --json # appears as a module (source: "extension")
51
- npx -y @fleox-agent-crm/agentcrm@0.7.0 automations run --site acme --json # its automation actions run here too
48
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 tools list --site acme --json # its AI tools (source: "extension")
49
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 tools call acme_quotes_list --site acme --input '{}' --json
50
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 modules list --site acme --json # appears as a module (source: "extension")
51
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 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@0.9.0 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@0.7.0 ext disable acme-quotes --site acme --yes --json
60
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext enable acme-quotes --site acme --yes --json
61
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext uninstall acme-quotes --site acme --yes --json
62
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext export acme-quotes --site acme --out backup.zip --json
59
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext disable acme-quotes --site acme --yes --json
60
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext enable acme-quotes --site acme --yes --json
61
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext uninstall acme-quotes --site acme --yes --json
62
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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.
package/plugin/skills/agentcrm-extensions/references/theme-recipes.md CHANGED
@@ -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@0.7.0 ext check . --json
61
- npx -y @fleox-agent-crm/agentcrm@0.7.0 ext install . --site acme --yes --json
62
- npx -y @fleox-agent-crm/agentcrm@0.7.0 appearance preset acme-brand --site acme --json
60
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext check . --json
61
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 ext install . --site acme --yes --json
62
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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).
package/plugin/skills/agentcrm-install/SKILL.md CHANGED
@@ -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: "0.7.0"
7
+ version: "0.9.0"
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@0.7.0 <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@0.9.0 <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.
19
19
 
20
20
  ## 1. Start with status and options
21
21
 
22
22
  ```bash
23
- npx -y @fleox-agent-crm/agentcrm@0.7.0 status --json
24
- npx -y @fleox-agent-crm/agentcrm@0.7.0 options --json
23
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 status --json
24
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 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@0.9.0 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@0.7.0 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@0.9.0 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@0.7.0 credentials list --json
65
- npx -y @fleox-agent-crm/agentcrm@0.7.0 credentials types --json
64
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 credentials list --json
65
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 install --plan plan.json --dry-run --json
93
- npx -y @fleox-agent-crm/agentcrm@0.7.0 install --plan plan.json --json
92
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 install --plan plan.json --dry-run --json
93
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 credentials copy passphrase:<alias> --json` puts it on the clipboard (never print it).
102
+ 1. `npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0 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@0.9.0 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@0.7.0 doctor --site <alias> --json
111
+ npx -y @fleox-agent-crm/agentcrm@0.9.0 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.
package/plugin/skills/agentcrm-install/references/firebase.md CHANGED
@@ -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@0.7.0 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@0.9.0 credentials set firebase:<name>` (email + password at hidden prompts).
7
7
  5. Plan:
8
8
 
9
9
  ```json
package/plugin/skills/agentcrm-install/references/github.md CHANGED
@@ -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@0.7.0 credentials set github:<login>`, or reuses the GitHub CLI login: `npx -y @fleox-agent-crm/agentcrm@0.7.0 credentials set github:<login> --from-gh --json`.
10
+ The user stores it: `! npx -y @fleox-agent-crm/agentcrm@0.9.0 credentials set github:<login>`, or reuses the GitHub CLI login: `npx -y @fleox-agent-crm/agentcrm@0.9.0 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
 
package/plugin/skills/agentcrm-install/references/mcp.md CHANGED
@@ -5,13 +5,13 @@
5
5
  Claude Code:
6
6
 
7
7
  ```bash
8
- claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.7.0 mcp --site <alias>
8
+ claude mcp add agentcrm -- npx -y @fleox-agent-crm/agentcrm@0.9.0 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@0.7.0", "mcp", "--site", "<alias>"] } } }
14
+ { "mcpServers": { "agentcrm": { "command": "npx", "args": ["-y", "@fleox-agent-crm/agentcrm@0.9.0", "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.
package/plugin/skills/agentcrm-install/references/plans.md CHANGED
@@ -23,7 +23,7 @@
23
23
  }
24
24
  ```
25
25
 
26
- Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.7.0 serve --json` and the folder picker.
26
+ Use it from the browser with `npx -y @fleox-agent-crm/agentcrm@0.9.0 serve --json` and the folder picker.
27
27
 
28
28
  ## git-json in a private repo
29
29
 
package/plugin/skills/agentcrm-install/references/s3.md CHANGED
@@ -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@0.7.0 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@0.9.0 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`.