@startanaicompany/crm 2.6.0 → 2.8.0

package/index.js

@@ -395,7 +395,7 @@ leadsCmd
   .option('--phone <phone>', 'Phone number')
   .option('--company <company>', 'Company name')
   .option('--status <status>', 'Status: new|contacted|qualified|unresponsive|converted|lost', 'new')
-  .option('--source <source>', 'Source: api|import|referral', 'api')
+  .option('--source <source>', 'Source: api|import|referral|linkedin|cold_email|website|inbound|partner|event|other', 'api')
   .option('--deal-value <amount>', 'Deal value (numeric)')
   .option('--pipeline-stage <stage>', 'Pipeline stage: new|prospecting|discovery|qualified|demo_scheduled|demo_completed|proposal_sent|negotiation|contract_sent|closed_won|closed_lost|no_decision|dormant')
   .option('--notes <notes>', 'Notes')
@@ -439,10 +439,15 @@ leadsCmd
   .option('--email <email>', 'Filter by email (partial match)')
   .option('--company <company>', 'Filter by company (partial match)')
   .option('--name <name>', 'Search by name or company (partial match)')
+  .option('--assigned-to <assignedTo>', 'Filter by assigned-to (partial match)')
   .option('--pipeline-stage <stage>', 'Filter by pipeline stage (exact match)')
   .option('--tag <tag>', 'Filter by tag — repeatable, AND logic', (v, prev) => prev.concat([v]), [])
   .option('--api-key-id <id>', 'Filter by the API key ID that created the lead')
   .option('--self', 'Filter leads created by the current API key (shorthand for --api-key-id self)')
+  .option('--sort-by <field>', 'Sort field: created_at|updated_at|deal_value|name|company|last_activity_at|status_changed_at|score')
+  .option('--order <dir>', 'Sort direction: asc|desc', 'desc')
+  .option('--score-min <n>', 'Filter leads with score >= n (0-100)')
+  .option('--score-max <n>', 'Filter leads with score <= n (0-100)')
   .option('--created-after <date>', 'Filter leads created after this ISO8601 date (e.g. 2026-01-01T00:00:00Z)')
   .option('--created-before <date>', 'Filter leads created before this ISO8601 date')
   .option('--updated-after <date>', 'Filter leads updated after this ISO8601 date')
@@ -459,8 +464,13 @@ leadsCmd
       ...(opts.email && { email: opts.email }),
       ...(opts.company && { company: opts.company }),
       ...(opts.name && { name: opts.name }),
+      ...(opts.assignedTo && { assigned_to: opts.assignedTo }),
       ...(opts.pipelineStage && { pipeline_stage: opts.pipelineStage }),
       ...(apiKeyIdFilter && { api_key_id: apiKeyIdFilter }),
+      ...(opts.sortBy && { sort_by: opts.sortBy }),
+      ...(opts.order && { order: opts.order }),
+      ...(opts.scoreMin !== undefined && { score_min: opts.scoreMin }),
+      ...(opts.scoreMax !== undefined && { score_max: opts.scoreMax }),
       ...(opts.createdAfter && { created_after: opts.createdAfter }),
       ...(opts.createdBefore && { created_before: opts.createdBefore }),
       ...(opts.updatedAfter && { updated_after: opts.updatedAfter }),
@@ -479,9 +489,59 @@ leadsCmd
     }
   });
 
+leadsCmd
+  .command('bulk-create')
+  .description('Bulk create up to 100 leads from a JSON file (207 Multi-Status)')
+  .requiredOption('--file <path>', 'Path to JSON file containing array of lead objects')
+  .option('--fail-fast', 'Stop processing on first failure', false)
+  .option('--from-agent-name <name>', 'Agent name for attribution (falls back to config defaultAgentName)')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const agentName = resolveAgentName(opts.fromAgentName);
+    const client = getClient(globalOpts, agentName);
+    let leads;
+    try {
+      const fs = require('fs');
+      const raw = fs.readFileSync(opts.file, 'utf8');
+      const parsed = JSON.parse(raw);
+      leads = Array.isArray(parsed) ? parsed : parsed.leads;
+      if (!Array.isArray(leads)) throw new Error('JSON must be an array or object with a "leads" array');
+    } catch (fileErr) {
+      console.error(`Error reading file: ${fileErr.message}`);
+      process.exit(1);
+    }
+    try {
+      const res = await client.post('/leads/bulk', { leads, fail_fast: opts.failFast });
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
+leadsCmd
+  .command('score')
+  .description('Set lead score (0-100). Conventions: 0-19 Cold, 20-39 Warm, 40-59 Developing, 60-79 Qualified, 80-100 Hot')
+  .requiredOption('--id <uuid>', 'Lead UUID')
+  .requiredOption('--score <n>', 'Score value (0-100 integer)')
+  .option('--reason <text>', 'Score reason/explanation')
+  .action(async (opts) => {
+    const globalOpts = program.opts();
+    const client = getClient(globalOpts);
+    const body = {
+      score: parseInt(opts.score),
+      ...(opts.reason && { score_reason: opts.reason })
+    };
+    try {
+      const res = await client.patch(`/leads/${opts.id}/score`, body);
+      printJSON(res.data);
+    } catch (err) {
+      handleError(err);
+    }
+  });
+
 leadsCmd
   .command('get <id>')
-  .description('Get a single lead by ID')
+  .description('Get a single lead by ID (includes activity_summary)')
   .action(async (id) => {
     const globalOpts = program.opts();
     const client = getClient(globalOpts);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@startanaicompany/crm",
-  "version": "2.6.0",
+  "version": "2.8.0",
   "description": "AI-first CRM CLI \u2014 manage leads and API keys from the terminal",
   "main": "index.js",
   "bin": {