@startanaicompany/crm 1.0.3 → 2.1.0

package/index.js

@@ -596,4 +596,550 @@ program
     }
   });
 
+// ============================================================
+// CONTACTS
+// ============================================================
+
+const contactsCmd = program
+  .command('contacts')
+  .description('Manage contacts (people separate from leads)');
+
+contactsCmd
+  .command('create')
+  .description('Create a new contact')
+  .requiredOption('--first-name <name>', 'First name')
+  .option('--last-name <name>', 'Last name')
+  .option('--email <email>', 'Email address (unique)')
+  .option('--phone <phone>', 'Phone number')
+  .option('--company <company>', 'Company name')
+  .option('--title <title>', 'Job title')
+  .option('--tags <tags>', 'Comma-separated tags')
+  .option('--do-not-contact', 'Mark as do not contact')
+  .option('--notes <notes>', 'Notes')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {
+        first_name: opts.firstName,
+        last_name: opts.lastName,
+        email: opts.email,
+        phone: opts.phone,
+        company: opts.company,
+        title: opts.title,
+        notes: opts.notes,
+        do_not_contact: opts.doNotContact === true,
+      };
+      if (opts.tags) body.tags = opts.tags.split(',').map(t => t.trim());
+      const res = await client.post('/contacts', body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('list')
+  .description('List contacts')
+  .option('--email <email>', 'Filter by email (partial match)')
+  .option('--company <company>', 'Filter by company (partial match)')
+  .option('--tag <tag>', 'Filter by tag')
+  .option('--page <n>', 'Page number', '1')
+  .option('--per-page <n>', 'Results per page', '20')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.email) params.email = opts.email;
+      if (opts.company) params.company = opts.company;
+      if (opts.tag) params.tag = opts.tag;
+      const res = await client.get('/contacts', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('get <id>')
+  .description('Get a contact by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contacts/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('update <id>')
+  .description('Update a contact')
+  .option('--first-name <name>', 'First name')
+  .option('--last-name <name>', 'Last name')
+  .option('--email <email>', 'Email address')
+  .option('--phone <phone>', 'Phone number')
+  .option('--company <company>', 'Company name')
+  .option('--title <title>', 'Job title')
+  .option('--tags <tags>', 'Comma-separated tags')
+  .option('--notes <notes>', 'Notes')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.firstName !== undefined) body.first_name = opts.firstName;
+      if (opts.lastName !== undefined) body.last_name = opts.lastName;
+      if (opts.email !== undefined) body.email = opts.email;
+      if (opts.phone !== undefined) body.phone = opts.phone;
+      if (opts.company !== undefined) body.company = opts.company;
+      if (opts.title !== undefined) body.title = opts.title;
+      if (opts.tags !== undefined) body.tags = opts.tags.split(',').map(t => t.trim());
+      if (opts.notes !== undefined) body.notes = opts.notes;
+      const res = await client.patch(`/contacts/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('delete <id>')
+  .description('Soft-delete a contact')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.delete(`/contacts/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+contactsCmd
+  .command('leads <id>')
+  .description('List leads linked to a contact')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/contacts/${id}/leads`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// BOARD — sales pipeline board
+// ============================================================
+
+program
+  .command('board')
+  .description('Show sales pipeline board (leads grouped by stage)')
+  .action(async () => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get('/board');
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// CALLS
+// ============================================================
+
+const callsCmd = program
+  .command('calls')
+  .description('Manage call logs');
+
+callsCmd
+  .command('create')
+  .description('Log a call')
+  .requiredOption('--direction <dir>', 'inbound or outbound')
+  .option('--lead-id <id>', 'Lead ID associated with this call')
+  .option('--contact-id <id>', 'Contact ID associated with this call')
+  .option('--outcome <outcome>', 'connected | left_voicemail | no_answer | busy | wrong_number | meeting_booked | demo_completed')
+  .option('--duration <seconds>', 'Duration in seconds')
+  .option('--notes <notes>', 'Call notes')
+  .option('--call-time <iso>', 'Call time (ISO8601, defaults to now)')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = { direction: opts.direction };
+      if (opts.leadId) body.lead_id = opts.leadId;
+      if (opts.contactId) body.contact_id = opts.contactId;
+      if (opts.outcome) body.outcome = opts.outcome;
+      if (opts.duration) body.duration_seconds = parseInt(opts.duration);
+      if (opts.notes) body.notes = opts.notes;
+      if (opts.callTime) body.call_time = opts.callTime;
+      const res = await client.post('/calls', body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('list')
+  .description('List call logs')
+  .option('--lead-id <id>', 'Filter by lead ID')
+  .option('--contact-id <id>', 'Filter by contact ID')
+  .option('--direction <dir>', 'Filter by direction (inbound/outbound)')
+  .option('--outcome <outcome>', 'Filter by outcome')
+  .option('--page <n>', 'Page number', '1')
+  .option('--per-page <n>', 'Results per page', '20')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.leadId) params.lead_id = opts.leadId;
+      if (opts.contactId) params.contact_id = opts.contactId;
+      if (opts.direction) params.direction = opts.direction;
+      if (opts.outcome) params.outcome = opts.outcome;
+      const res = await client.get('/calls', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('get <id>')
+  .description('Get a call log by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/calls/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('update <id>')
+  .description('Update a call log')
+  .option('--outcome <outcome>', 'New outcome')
+  .option('--duration <seconds>', 'Duration in seconds')
+  .option('--notes <notes>', 'Call notes')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.outcome !== undefined) body.outcome = opts.outcome;
+      if (opts.duration !== undefined) body.duration_seconds = parseInt(opts.duration);
+      if (opts.notes !== undefined) body.notes = opts.notes;
+      const res = await client.patch(`/calls/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+callsCmd
+  .command('delete <id>')
+  .description('Soft-delete a call log')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.delete(`/calls/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+
+// ============================================================
+// LEADS STAGE — pipeline stage management
+// ============================================================
+
+const leadsStageCmd = program
+  .command('leads-stage')
+  .description('Manage lead pipeline stages (sales board)');
+
+leadsStageCmd
+  .command('get <lead-id>')
+  .description('Get the current pipeline stage of a lead')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/leads/${leadId}/stage`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+leadsStageCmd
+  .command('set <lead-id> <stage>')
+  .description('Set pipeline stage: new | qualified | proposal | negotiation | closed_won | closed_lost')
+  .option('--note <note>', 'Optional note about why stage changed')
+  .action(async (leadId, stage, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = { stage };
+      if (opts.note) body.note = opts.note;
+      const res = await client.patch(`/leads/${leadId}/stage`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+leadsStageCmd
+  .command('history <lead-id>')
+  .description('Get stage transition history for a lead')
+  .action(async (leadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/leads/${leadId}/stage/history`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+
+// ============================================================
+// MEETINGS
+// ============================================================
+
+const meetingsCmd = program
+  .command('meetings')
+  .description('Manage booked meetings');
+
+meetingsCmd
+  .command('create')
+  .description('Log a new meeting')
+  .requiredOption('--title <title>', 'Meeting title')
+  .requiredOption('--scheduled-at <iso>', 'Scheduled datetime (ISO8601, e.g. 2026-03-01T14:00:00Z)')
+  .option('--contact-id <id>', 'Contact ID')
+  .option('--lead-id <id>', 'Lead ID')
+  .option('--duration <minutes>', 'Duration in minutes')
+  .option('--location <location>', 'Physical location or address')
+  .option('--video-link <url>', 'Video call link (Zoom, Meet, etc.)')
+  .option('--notes <notes>', 'Meeting notes or agenda')
+  .option('--outcome <outcome>', 'scheduled | completed | cancelled | no_show')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {
+        title: opts.title,
+        scheduled_at: opts.scheduledAt,
+      };
+      if (opts.contactId) body.contact_id = opts.contactId;
+      if (opts.leadId) body.lead_id = opts.leadId;
+      if (opts.duration) body.duration_minutes = parseInt(opts.duration);
+      if (opts.location) body.location = opts.location;
+      if (opts.videoLink) body.video_link = opts.videoLink;
+      if (opts.notes) body.notes = opts.notes;
+      if (opts.outcome) body.outcome = opts.outcome;
+      const res = await client.post('/meetings', body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+meetingsCmd
+  .command('list')
+  .description('List meetings')
+  .option('--contact-id <id>', 'Filter by contact ID')
+  .option('--lead-id <id>', 'Filter by lead ID')
+  .option('--outcome <outcome>', 'Filter by outcome')
+  .option('--scheduled-after <iso>', 'Filter meetings scheduled after date')
+  .option('--scheduled-before <iso>', 'Filter meetings scheduled before date')
+  .option('--page <n>', 'Page number', '1')
+  .option('--per-page <n>', 'Results per page', '20')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.contactId) params.contact_id = opts.contactId;
+      if (opts.leadId) params.lead_id = opts.leadId;
+      if (opts.outcome) params.outcome = opts.outcome;
+      if (opts.scheduledAfter) params.scheduled_after = opts.scheduledAfter;
+      if (opts.scheduledBefore) params.scheduled_before = opts.scheduledBefore;
+      const res = await client.get('/meetings', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+meetingsCmd
+  .command('get <id>')
+  .description('Get a meeting by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/meetings/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+meetingsCmd
+  .command('update <id>')
+  .description('Update a meeting')
+  .option('--title <title>', 'New title')
+  .option('--scheduled-at <iso>', 'New scheduled time (ISO8601)')
+  .option('--duration <minutes>', 'Duration in minutes')
+  .option('--location <location>', 'Location')
+  .option('--video-link <url>', 'Video link')
+  .option('--notes <notes>', 'Notes')
+  .option('--outcome <outcome>', 'scheduled | completed | cancelled | no_show')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.title !== undefined) body.title = opts.title;
+      if (opts.scheduledAt !== undefined) body.scheduled_at = opts.scheduledAt;
+      if (opts.duration !== undefined) body.duration_minutes = parseInt(opts.duration);
+      if (opts.location !== undefined) body.location = opts.location;
+      if (opts.videoLink !== undefined) body.video_link = opts.videoLink;
+      if (opts.notes !== undefined) body.notes = opts.notes;
+      if (opts.outcome !== undefined) body.outcome = opts.outcome;
+      const res = await client.patch(`/meetings/${id}`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+meetingsCmd
+  .command('cancel <id>')
+  .description('Cancel a meeting')
+  .option('--reason <reason>', 'Cancellation reason')
+  .action(async (id, opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {};
+      if (opts.reason) body.reason = opts.reason;
+      const res = await client.delete(`/meetings/${id}`, { data: body });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+// ============================================================
+// EMAILS
+// ============================================================
+
+const emailsCmd = program
+  .command('emails')
+  .description('Log and retrieve email interactions');
+
+emailsCmd
+  .command('log')
+  .description('Log an email interaction (sent or received)')
+  .requiredOption('--direction <dir>', 'sent or received')
+  .requiredOption('--subject <subject>', 'Email subject line')
+  .option('--contact-id <id>', 'Contact ID')
+  .option('--lead-id <id>', 'Lead ID')
+  .option('--body <summary>', 'Body summary (max 1000 chars)')
+  .option('--thread-id <id>', 'Thread ID for grouping related emails')
+  .option('--email-time <iso>', 'When the email was sent/received (ISO8601, defaults to now)')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const body = {
+        direction: opts.direction,
+        subject: opts.subject,
+      };
+      if (opts.contactId) body.contact_id = opts.contactId;
+      if (opts.leadId) body.lead_id = opts.leadId;
+      if (opts.body) body.body_summary = opts.body;
+      if (opts.threadId) body.thread_id = opts.threadId;
+      if (opts.emailTime) body.email_timestamp = opts.emailTime;
+      const res = await client.post('/emails', body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+emailsCmd
+  .command('list')
+  .description('List email logs')
+  .option('--contact-id <id>', 'Filter by contact ID')
+  .option('--lead-id <id>', 'Filter by lead ID')
+  .option('--direction <dir>', 'Filter by direction (sent/received)')
+  .option('--thread-id <id>', 'Filter by thread ID')
+  .option('--after <iso>', 'Filter emails after this date')
+  .option('--before <iso>', 'Filter emails before this date')
+  .option('--page <n>', 'Page number', '1')
+  .option('--per-page <n>', 'Results per page', '20')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const params = { page: opts.page, per_page: opts.perPage };
+      if (opts.contactId) params.contact_id = opts.contactId;
+      if (opts.leadId) params.lead_id = opts.leadId;
+      if (opts.direction) params.direction = opts.direction;
+      if (opts.threadId) params.thread_id = opts.threadId;
+      if (opts.after) params.after = opts.after;
+      if (opts.before) params.before = opts.before;
+      const res = await client.get('/emails', { params });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+emailsCmd
+  .command('get <id>')
+  .description('Get an email log entry by ID')
+  .action(async (id) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/emails/${id}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+emailsCmd
+  .command('thread <thread-id>')
+  .description('Get all emails in a thread by thread ID')
+  .action(async (threadId) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    try {
+      const res = await client.get(`/emails/thread/${threadId}`);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+
 program.parse(process.argv);

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "1.0.3",
-  "description": "AI-first CRM CLI — manage leads and API keys from the terminal",
+  "version": "2.1.0",
+  "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {
     "saac_crm": "./index.js"
@@ -9,7 +9,14 @@
   "scripts": {
     "test": "echo \"No tests yet\""
   },
-  "keywords": ["crm", "ai", "leads", "api", "saac", "agent"],
+  "keywords": [
+    "crm",
+    "ai",
+    "leads",
+    "api",
+    "saac",
+    "agent"
+  ],
   "license": "MIT",
   "repository": {
     "type": "git",