@uipath/skills 1.201.0-preview.621 → 1.202.0-preview.635

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.
Files changed (415) hide show
  1. package/.claude-plugin/marketplace.json +1 -1
  2. package/.claude-plugin/plugin.json +1 -1
  3. package/.cursor-plugin/plugin.json +1 -1
  4. package/CODEOWNERS +41 -29
  5. package/README.md +1 -0
  6. package/assets/skill-status.json +13 -2
  7. package/assets/uip-catalog-snapshot.json +95 -46
  8. package/package.json +2 -1
  9. package/skills/uipath-admin/SKILL.md +107 -197
  10. package/skills/uipath-admin/references/audit-commands.md +69 -120
  11. package/skills/uipath-admin/references/audit-workflow-guide.md +101 -152
  12. package/skills/uipath-admin/references/authorization/authorization-commands.md +121 -210
  13. package/skills/uipath-admin/references/authorization/check-access.md +39 -63
  14. package/skills/uipath-admin/references/authorization/grant-permissions.md +38 -49
  15. package/skills/uipath-admin/references/authorization/permission-catalog.md +32 -34
  16. package/skills/uipath-admin/references/authorization/role-assignment-management.md +96 -99
  17. package/skills/uipath-admin/references/authorization/role-management.md +113 -142
  18. package/skills/uipath-admin/references/diagnose/CAPABILITY.md +13 -14
  19. package/skills/uipath-admin/references/diagnose/{references/failure-modes.md → failure-modes.md} +90 -46
  20. package/skills/uipath-admin/references/diagnose/{references/troubleshooting-guide.md → troubleshooting-guide.md} +21 -14
  21. package/skills/uipath-admin/references/external-app-management.md +42 -39
  22. package/skills/uipath-admin/references/identity-commands.md +72 -625
  23. package/skills/uipath-admin/references/identity-troubleshoot-guide.md +73 -95
  24. package/skills/uipath-admin/references/ip-restriction/bypass-rule-management.md +25 -54
  25. package/skills/uipath-admin/references/ip-restriction/enforcement-management.md +19 -31
  26. package/skills/uipath-admin/references/ip-restriction/ip-range-management.md +48 -45
  27. package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +89 -146
  28. package/skills/uipath-admin/references/key-concepts.md +24 -0
  29. package/skills/uipath-admin/references/organization-management.md +49 -70
  30. package/skills/uipath-admin/references/organizations-commands.md +39 -74
  31. package/skills/uipath-admin/references/pat-management.md +25 -38
  32. package/skills/uipath-admin/references/robot-account-management.md +16 -14
  33. package/skills/uipath-admin/references/smtp-management.md +19 -14
  34. package/skills/uipath-admin/references/tenant-management.md +1 -1
  35. package/skills/uipath-admin/references/tenants-commands.md +82 -148
  36. package/skills/uipath-admin/references/user-management.md +70 -56
  37. package/skills/uipath-agents/SKILL.md +4 -3
  38. package/skills/uipath-agents/references/authentication.md +4 -3
  39. package/skills/uipath-agents/references/coded/capabilities/datafabric.md +465 -0
  40. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails-recommend.md +5 -0
  41. package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails.md +2 -0
  42. package/skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md +12 -6
  43. package/skills/uipath-agents/references/coded/flow-integration.md +2 -2
  44. package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +48 -16
  45. package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +1 -1
  46. package/skills/uipath-agents/references/coded/lifecycle/deployment.md +11 -1
  47. package/skills/uipath-agents/references/coded/quickstart.md +11 -8
  48. package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +3 -3
  49. package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +19 -2
  50. package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +2 -2
  51. package/skills/uipath-agents/references/lowcode/evaluations/orchestrator-eval-run.md +409 -155
  52. package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +2 -2
  53. package/skills/uipath-agents/references/lowcode/prompting/autonomous-agent-prompting-guide.md +1 -1
  54. package/skills/uipath-aops/SKILL.md +313 -0
  55. package/skills/uipath-aops/assets/templates/pipeline-dto-template.json +15 -0
  56. package/skills/uipath-aops/references/discovery-flow.md +312 -0
  57. package/skills/uipath-aops/references/migration-guide.md +146 -0
  58. package/skills/uipath-aops/references/pipeline-dto-guide.md +276 -0
  59. package/skills/uipath-aops/references/save-and-run-guide.md +156 -0
  60. package/skills/uipath-api-workflow/SKILL.md +48 -6
  61. package/skills/uipath-api-workflow/assets/templates/file-base64-roundtrip-example.json +154 -0
  62. package/skills/uipath-api-workflow/assets/templates/nested-control-flow-example.json +0 -1
  63. package/skills/uipath-api-workflow/references/cli-reference.md +20 -1
  64. package/skills/uipath-api-workflow/references/expressions-and-context.md +19 -0
  65. package/skills/uipath-api-workflow/references/files-and-base64.md +153 -0
  66. package/skills/uipath-api-workflow/references/operating-published-workflows.md +3 -2
  67. package/skills/uipath-api-workflow/references/task-types.md +89 -3
  68. package/skills/uipath-api-workflow/references/testing-and-evals.md +224 -0
  69. package/skills/uipath-api-workflow/references/troubleshooting.md +124 -4
  70. package/skills/uipath-coded-apps/SKILL.md +4 -2
  71. package/skills/uipath-coded-apps/assets/scripts/dashboards/build-dashboard.mjs +1 -1
  72. package/skills/uipath-coded-apps/references/dashboards/CAPABILITY.md +11 -1
  73. package/skills/uipath-coded-apps/references/dashboards/plugins/build/impl.md +5 -3
  74. package/skills/uipath-coded-apps/references/dashboards/plugins/deploy/impl.md +1 -0
  75. package/skills/uipath-coded-apps/references/oauth-client-setup.md +2 -0
  76. package/skills/uipath-coded-apps/references/pack-publish-deploy.md +18 -0
  77. package/skills/uipath-coded-apps/references/sdk/orchestrator.md +4 -0
  78. package/skills/uipath-connector-builder/SKILL.md +7 -5
  79. package/skills/uipath-connector-builder/references/debugging.md +5 -1
  80. package/skills/uipath-connector-builder/references/element-json.md +3 -1
  81. package/skills/uipath-connector-builder/references/standard-resources.md +37 -6
  82. package/skills/uipath-functions/SKILL.md +134 -222
  83. package/skills/uipath-functions/references/js/authoring-guide.md +141 -0
  84. package/skills/uipath-functions/references/js/bindings-guide.md +120 -0
  85. package/skills/uipath-functions/references/js/calling-uipath-apis-guide.md +112 -0
  86. package/skills/uipath-functions/references/js/coded-app-wiring-guide.md +103 -0
  87. package/skills/uipath-functions/references/js/deployment-guide.md +109 -0
  88. package/skills/uipath-functions/references/js/http-semantics-guide.md +80 -0
  89. package/skills/uipath-functions/references/js/job-mode-guide.md +114 -0
  90. package/skills/uipath-functions/references/js/local-dev-guide.md +107 -0
  91. package/skills/uipath-functions/references/python/workflow-guide.md +224 -0
  92. package/skills/uipath-governance/SKILL.md +9 -8
  93. package/skills/uipath-governance/references/compliance-pack/catalog/impl.md +36 -8
  94. package/skills/uipath-governance/references/compliance-pack/coverage/impl.md +14 -12
  95. package/skills/uipath-governance/references/compliance-pack/disable/impl.md +5 -3
  96. package/skills/uipath-governance/references/compliance-pack/full-apply/impl.md +7 -5
  97. package/skills/uipath-governance/references/compliance-pack/partial-apply/impl.md +14 -7
  98. package/skills/uipath-governance/references/compliance-pack/partial-apply/planning.md +3 -1
  99. package/skills/uipath-governance/references/compliance-pack/preview-gate.md +1 -1
  100. package/skills/uipath-governance/references/compliance-pack/query/impl.md +4 -2
  101. package/skills/uipath-governance/references/diagnose/CAPABILITY.md +12 -12
  102. package/skills/uipath-governance/references/diagnose/{references/failure-modes.md → failure-modes.md} +5 -5
  103. package/skills/uipath-governance/references/diagnose/{references/troubleshooting-guide.md → troubleshooting-guide.md} +2 -2
  104. package/skills/uipath-governance/references/disambiguation-guide.md +15 -7
  105. package/skills/uipath-human-in-the-loop/SKILL.md +107 -9
  106. package/skills/uipath-human-in-the-loop/references/hitl-casetask-action.md +413 -0
  107. package/skills/uipath-insights/SKILL.md +21 -14
  108. package/skills/uipath-insights/references/alerts-reads-guide.md +242 -0
  109. package/skills/uipath-insights/references/filter-discovery-guide.md +1 -1
  110. package/skills/uipath-insights/references/jobs-commands-guide.md +2 -2
  111. package/skills/uipath-ixp/references/cli-reference.md +1 -1
  112. package/skills/uipath-ixp/references/improve-prompts-guide.md +5 -6
  113. package/skills/uipath-maestro-bpmn/SKILL.md +87 -15
  114. package/skills/uipath-maestro-bpmn/references/diagnose/CAPABILITY.md +10 -10
  115. package/skills/uipath-maestro-bpmn/references/diagnose/{references/troubleshooting-guide.md → troubleshooting-guide.md} +1 -1
  116. package/skills/uipath-maestro-bpmn/references/expression-authoring.md +12 -2
  117. package/skills/uipath-maestro-bpmn/references/operate/CAPABILITY.md +12 -12
  118. package/skills/uipath-maestro-bpmn/references/operate/{references/run.md → run.md} +2 -2
  119. package/skills/uipath-maestro-bpmn/references/operate/{references/ship.md → ship.md} +3 -3
  120. package/skills/uipath-maestro-bpmn/references/patterns/ai-decision-review-guide.md +138 -0
  121. package/skills/uipath-maestro-bpmn/references/patterns/approval-chain-guide.md +136 -0
  122. package/skills/uipath-maestro-bpmn/references/patterns/composing-guide.md +113 -0
  123. package/skills/uipath-maestro-bpmn/references/patterns/external-wait-guide.md +145 -0
  124. package/skills/uipath-maestro-bpmn/references/patterns/failure-escalation-guide.md +103 -0
  125. package/skills/uipath-maestro-bpmn/references/patterns/high-volume-batch-guide.md +107 -0
  126. package/skills/uipath-maestro-bpmn/references/patterns/queue-distribution-guide.md +129 -0
  127. package/skills/uipath-maestro-bpmn/references/patterns/smart-triage-guide.md +129 -0
  128. package/skills/uipath-maestro-bpmn/references/registry-workflow.md +15 -0
  129. package/skills/uipath-maestro-bpmn/references/shared/local-metadata-regeneration-guide.md +67 -36
  130. package/skills/uipath-maestro-bpmn/references/shared/project-layout.md +6 -5
  131. package/skills/uipath-maestro-bpmn/references/structural-bpmn.md +23 -5
  132. package/skills/uipath-maestro-bpmn/validator/bpmn-spec.json +101 -53
  133. package/skills/uipath-maestro-case/SKILL.md +23 -24
  134. package/skills/uipath-maestro-case/references/bindings-and-expressions.md +30 -17
  135. package/skills/uipath-maestro-case/references/bindings-v2-sync.md +5 -5
  136. package/skills/uipath-maestro-case/references/brownfield.md +3 -3
  137. package/skills/uipath-maestro-case/references/case-commands.md +8 -4
  138. package/skills/uipath-maestro-case/references/case-editing-operations.md +19 -19
  139. package/skills/uipath-maestro-case/references/case-schema.md +17 -3
  140. package/skills/uipath-maestro-case/references/connector-integration.md +25 -16
  141. package/skills/uipath-maestro-case/references/connector-trigger-impl.md +15 -15
  142. package/skills/uipath-maestro-case/references/connector-trigger-planning.md +32 -29
  143. package/skills/uipath-maestro-case/references/entry-points-sync.md +2 -1
  144. package/skills/uipath-maestro-case/references/evals/evals.json +11 -11
  145. package/skills/uipath-maestro-case/references/implementation.md +74 -44
  146. package/skills/uipath-maestro-case/references/phased-execution.md +23 -21
  147. package/skills/uipath-maestro-case/references/placeholder-tasks.md +28 -23
  148. package/skills/uipath-maestro-case/references/planning.md +37 -252
  149. package/skills/uipath-maestro-case/references/plugins/case/impl-json.md +3 -3
  150. package/skills/uipath-maestro-case/references/plugins/case/planning.md +8 -6
  151. package/skills/uipath-maestro-case/references/plugins/conditions/case-exit-conditions/impl-json.md +3 -3
  152. package/skills/uipath-maestro-case/references/plugins/conditions/case-exit-conditions/planning.md +11 -10
  153. package/skills/uipath-maestro-case/references/plugins/conditions/stage-entry-conditions/impl-json.md +6 -6
  154. package/skills/uipath-maestro-case/references/plugins/conditions/stage-entry-conditions/planning.md +12 -12
  155. package/skills/uipath-maestro-case/references/plugins/conditions/stage-exit-conditions/impl-json.md +4 -4
  156. package/skills/uipath-maestro-case/references/plugins/conditions/stage-exit-conditions/planning.md +10 -9
  157. package/skills/uipath-maestro-case/references/plugins/conditions/task-entry-conditions/impl-json.md +5 -5
  158. package/skills/uipath-maestro-case/references/plugins/conditions/task-entry-conditions/planning.md +16 -14
  159. package/skills/uipath-maestro-case/references/plugins/logging/impl-json.md +3 -3
  160. package/skills/uipath-maestro-case/references/plugins/sla/impl-json.md +15 -15
  161. package/skills/uipath-maestro-case/references/plugins/sla/planning.md +20 -21
  162. package/skills/uipath-maestro-case/references/plugins/stages/impl-json.md +6 -6
  163. package/skills/uipath-maestro-case/references/plugins/stages/planning.md +9 -9
  164. package/skills/uipath-maestro-case/references/plugins/tasks/action/impl-json.md +9 -9
  165. package/skills/uipath-maestro-case/references/plugins/tasks/action/planning.md +38 -38
  166. package/skills/uipath-maestro-case/references/plugins/tasks/agent/impl-json.md +3 -3
  167. package/skills/uipath-maestro-case/references/plugins/tasks/agent/planning.md +24 -20
  168. package/skills/uipath-maestro-case/references/plugins/tasks/api-workflow/impl-json.md +3 -3
  169. package/skills/uipath-maestro-case/references/plugins/tasks/api-workflow/planning.md +24 -20
  170. package/skills/uipath-maestro-case/references/plugins/tasks/case-management/impl-json.md +4 -4
  171. package/skills/uipath-maestro-case/references/plugins/tasks/case-management/planning.md +25 -21
  172. package/skills/uipath-maestro-case/references/plugins/tasks/connector-activity/impl-json.md +30 -22
  173. package/skills/uipath-maestro-case/references/plugins/tasks/connector-activity/planning.md +44 -28
  174. package/skills/uipath-maestro-case/references/plugins/tasks/connector-trigger/impl-json.md +10 -10
  175. package/skills/uipath-maestro-case/references/plugins/tasks/connector-trigger/planning.md +27 -23
  176. package/skills/uipath-maestro-case/references/plugins/tasks/create-inline-common.md +3 -3
  177. package/skills/uipath-maestro-case/references/plugins/tasks/process/impl-json.md +3 -3
  178. package/skills/uipath-maestro-case/references/plugins/tasks/process/planning.md +25 -22
  179. package/skills/uipath-maestro-case/references/plugins/tasks/rpa/impl-json.md +3 -3
  180. package/skills/uipath-maestro-case/references/plugins/tasks/rpa/planning.md +25 -21
  181. package/skills/uipath-maestro-case/references/plugins/tasks/wait-for-timer/impl-json.md +4 -4
  182. package/skills/uipath-maestro-case/references/plugins/tasks/wait-for-timer/planning.md +5 -4
  183. package/skills/uipath-maestro-case/references/plugins/triggers/event/impl-json.md +9 -9
  184. package/skills/uipath-maestro-case/references/plugins/triggers/event/planning.md +30 -19
  185. package/skills/uipath-maestro-case/references/plugins/triggers/manual/impl-json.md +4 -4
  186. package/skills/uipath-maestro-case/references/plugins/triggers/manual/planning.md +8 -7
  187. package/skills/uipath-maestro-case/references/plugins/triggers/timer/impl-json.md +3 -3
  188. package/skills/uipath-maestro-case/references/plugins/triggers/timer/planning.md +5 -4
  189. package/skills/uipath-maestro-case/references/plugins/variables/bindings/impl-json.md +5 -5
  190. package/skills/uipath-maestro-case/references/plugins/variables/global-vars/impl-json.md +7 -7
  191. package/skills/uipath-maestro-case/references/plugins/variables/global-vars/planning.md +21 -17
  192. package/skills/uipath-maestro-case/references/plugins/variables/io-binding/impl-json.md +29 -21
  193. package/skills/uipath-maestro-case/references/plugins/variables/io-binding/planning.md +23 -21
  194. package/skills/uipath-maestro-case/references/registry-discovery.md +5 -5
  195. package/skills/uipath-maestro-flow/.maintenance/README.md +35 -28
  196. package/skills/uipath-maestro-flow/.maintenance/check-anchors.sh +19 -1
  197. package/skills/uipath-maestro-flow/.maintenance/check-links.sh +3 -0
  198. package/skills/uipath-maestro-flow/.maintenance/check-plugin-pairs.sh +2 -2
  199. package/skills/uipath-maestro-flow/SKILL.md +66 -76
  200. package/skills/uipath-maestro-flow/references/author/CAPABILITY.md +75 -72
  201. package/skills/uipath-maestro-flow/references/author/brownfield.md +90 -0
  202. package/skills/uipath-maestro-flow/references/author/{references/editing-operations-cli.md → editing-operations-cli.md} +9 -4
  203. package/skills/uipath-maestro-flow/references/author/editing-operations-json.md +373 -0
  204. package/skills/uipath-maestro-flow/references/author/editing-operations.md +103 -0
  205. package/skills/uipath-maestro-flow/references/author/{references/greenfield.md → greenfield.md} +32 -20
  206. package/skills/uipath-maestro-flow/references/author/planning-arch.md +342 -0
  207. package/skills/uipath-maestro-flow/references/author/planning-impl.md +283 -0
  208. package/skills/uipath-maestro-flow/references/author/plugins/agent/impl.md +227 -0
  209. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/agent/planning.md +2 -2
  210. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/agentic-process/impl.md +2 -2
  211. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/agentic-process/planning.md +1 -1
  212. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/api-workflow/impl.md +2 -2
  213. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/api-workflow/planning.md +1 -1
  214. package/skills/uipath-maestro-flow/references/author/plugins/batch-transform/impl.md +171 -0
  215. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/batch-transform/planning.md +1 -1
  216. package/skills/uipath-maestro-flow/references/author/plugins/connector/impl.md +449 -0
  217. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/connector/planning.md +3 -3
  218. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/connector-trigger/impl.md +20 -18
  219. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/connector-trigger/planning.md +2 -2
  220. package/skills/uipath-maestro-flow/references/author/plugins/data-fabric/impl.md +427 -0
  221. package/skills/uipath-maestro-flow/references/author/plugins/data-fabric/planning.md +185 -0
  222. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/decision/impl.md +5 -0
  223. package/skills/uipath-maestro-flow/references/author/plugins/delay/impl.md +38 -0
  224. package/skills/uipath-maestro-flow/references/author/plugins/end/impl.md +56 -0
  225. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/flow/impl.md +2 -2
  226. package/skills/uipath-maestro-flow/references/author/plugins/hitl/impl.md +178 -0
  227. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/hitl/planning.md +14 -1
  228. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/http/impl-connector.md +4 -4
  229. package/skills/uipath-maestro-flow/references/author/plugins/http/impl-manual.md +68 -0
  230. package/skills/uipath-maestro-flow/references/author/plugins/http/impl.md +173 -0
  231. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/http/planning.md +3 -3
  232. package/skills/uipath-maestro-flow/references/author/{references/plugins → plugins}/inline-agent/impl.md +6 -6
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@@ -1,59 +1,53 @@
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  # Organization Management
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2
 
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- Multi-step workflows for managing the caller's organization via `uip admin organizations`. For per-command flag tables, output codes, and single-command examples, see [organizations-commands.md](organizations-commands.md).
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+ Manage the caller's organization with `uip admin organizations`. For per-command flag tables, output codes, and single-command examples, see [organizations-commands.md](organizations-commands.md).
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4
 
5
- ## Concept
5
+ ## Scope
6
6
 
7
- The Organization Management Service (OMS) owns the org record, the region catalog, org-level service catalog (read-only), and the shared async-operation poll endpoint that tenant lifecycle ops use.
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+ The Organization Management Service (OMS) owns the organization record, region catalog, read-only org-level service catalog, and shared async-operation poll endpoint for tenant lifecycle operations.
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8
 
9
- - **Org surface is read + update only.** `uip admin organizations` exposes `get`, `update`, `regions list`, `services list / list-available`, and `operation get`. **No `create` / `delete`** — those are not exposed by the CLI; org creation/deletion goes through the UiPath Portal or support flow.
10
- - **All org commands are synchronous.** Async polling on this command tree is for *tenant* lifecycle ops (see [tenant-management.md](tenant-management.md)) — the poll endpoint just happens to live under `organizations operation get`. See [Polling procedure](#polling-procedure-auto-poll-then-hand-off).
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- - **Login-tenant default** does NOT apply to org commands — they always operate on the caller's organization.
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+ - The org surface is read/update only: `get`, `update`, `regions list`, `services list / list-available`, and `operation get`. There is no CLI `create` or `delete`; redirect organization creation/deletion to the UiPath Portal or support flow.
10
+ - Organization commands are synchronous. `organizations operation get` polls tenant lifecycle operations (`create / update / delete / enable / disable`) and may support future async operations.
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+ - The login-tenant default does not apply; always target the caller's organization.
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12
 
13
- ## Workflow: Inspect the Organization
13
+ ## Inspect and Update
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14
 
15
- The common read-side scenario — show the caller their org record.
16
-
17
- ### Compact view (just the org record)
15
+ Run the compact organization view:
18
16
 
19
17
  ```bash
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18
  uip admin organizations get --output json
21
19
  ```
22
20
 
23
- Returns the organization name, id, region, country, language, lifecycle state, and timestamps.
24
-
25
- When surfacing the result to the user, lead with **`Organization: <ORG_NAME> (region: <REGION>)`** so they see at a glance which org the session is on. Do not show the raw `id` field alone — pair it with the name.
21
+ Report it beginning with **`Organization: <ORG_NAME> (region: <REGION>)`**. It includes organization name, id, region, country, language, lifecycle state, and timestamps; never show the raw `id` alone—pair it with the name.
26
22
 
27
- ### Bundled view (org + tenants + service catalog in one call)
23
+ Run the bundled view **only** when tenants or services are also needed:
28
24
 
29
25
  ```bash
30
26
  uip admin organizations get --full --output json
31
27
  ```
32
28
 
33
- Use `--full` when you need to answer a follow-up about tenants or services in the same response — it avoids the second round-trip to `tenants list` or `services list`.
29
+ `--full` returns a **nested `{Organization, Tenants, Logos}` envelope — NOT the flat org record** (it has no top-level `Id`). For "show / save the organization record" requests, use the plain compact `organizations get` above and save that `Data` object (name + top-level `Id`).
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30
 
35
- ### Discover provisioning regions for `tenants create`
31
+ Run this to discover regions for `tenants create`, and use returned region names directly with `--region` on `tenants create`:
36
32
 
37
33
  ```bash
38
34
  uip admin organizations regions list --output json
39
35
  ```
40
36
 
41
- The returned region names go directly into `--region` on `tenants create`.
42
-
43
- ## Workflow: Update the Organization
37
+ Before `organizations update`, run `organizations get --output json` to resolve the target, then echo:
44
38
 
45
- Two shapes:
46
-
47
- - **Inline** for one or two simple fields (`--name`, `--logical-name`, `--language`).
48
- - **File** for the full `UpdateOrganizationCommand` body when changing multiple structured fields.
39
+ ```
40
+ Organization: <ORG_NAME> (region: <REGION>, id: <ORG_ID>)
41
+ Action: update
42
+ ```
49
43
 
50
- See [organizations-commands.md — `organizations update`](organizations-commands.md#organizations-update). Synchronous — the response carries the final state.
44
+ Use inline flags for one or two simple fields (`--name`, `--logical-name`, `--language`); use a file for the full `UpdateOrganizationCommand` body when changing multiple structured fields. See [organizations-commands.md — `organizations update`](organizations-commands.md#organizations-update). The operation is synchronous and its response contains the final state. Do not run the mutation against only the active login session implicitly.
51
45
 
52
- > **No CLI `organizations create` / `delete`.** If a user asks to create or delete an organization, redirect them to the UiPath Portal or support flow — the CLI does not expose those verbs.
46
+ Do not attempt `organizations create` or `organizations delete`; redirect those requests to the UiPath Portal or support flow.
53
47
 
54
- ## Workflow: Poll an Async Operation
48
+ ## Poll an Async Operation
55
49
 
56
- Canonical poll endpoint for OMS async operations. Today every async op comes from a `tenants` lifecycle verb (`create / update / delete / enable / disable`); the endpoint lives under `organizations operation get` and works for any future async ops as well:
50
+ Run:
57
51
 
58
52
  ```bash
59
53
  uip admin organizations operation get <OPERATION_ID> --output json
@@ -61,58 +55,56 @@ uip admin organizations operation get <OPERATION_ID> --output json
61
55
 
62
56
  ### Polling procedure (auto-poll then hand off)
63
57
 
64
- Auto-poll briefly, then hand control back to the user. Bounded — never indefinite.
65
-
66
- 1. **Echo the operationId and the resume command** so the user can always pick up later:
58
+ 1. Echo the operationId and this resume command:
67
59
  ```bash
68
60
  uip admin organizations operation get <OPERATION_ID> --output json
69
61
  ```
70
- 2. **Auto-poll up to 3 times at 5-second intervals** (≈15 s total). Between polls, sleep 5 s. After each call, surface the current status — e.g. *"Poll 2/3: status=`Running`"*. Never loop silently.
71
- 3. **Stop polling on any terminal status.** Treat anything that is not `Pending` / `Running` / `InProgress` as terminal (`Succeeded`, `Failed`, `Cancelled`). On terminal, report final state and re-fetch the affected resource (`organizations get` / `tenants get <ID>`).
72
- 4. **Still non-terminal after 3 polls → hand off with a numbered menu** (`<ROUND>` starts at 1; increment each time the user picks `1`):
62
+ 2. Auto-poll up to 3 times at 5-second intervals (about 15 s total). Sleep 5 s between calls and surface each status, for example *"Poll 2/3: status=`Running`"*. Never loop silently.
63
+ 3. Stop on any terminal status. Treat anything other than `Pending`, `Running`, or `InProgress` as terminal (`Succeeded`, `Failed`, `Cancelled`). Report the final state and re-fetch the affected resource with `organizations get` or `tenants get <ID>`.
64
+ 4. If still non-terminal after 3 polls, show this numbered menu; `<ROUND>` starts at 1 and increments whenever the user selects `1`:
73
65
  ```
74
66
  Operation <OP_ID> is still `<STATUS>` after round <ROUND> (3 × 5 s polls). Choose:
75
67
  1. Keep polling (another 3 × 5 s)
76
68
  2. Poll once more
77
69
  3. Stop and return the operationId for later
78
70
  ```
79
- - `1` → resume one more auto-poll cycle; increment `<ROUND>`. After **round 2 (≈30 s total)**, drop option `1` from the menu — only `2` and `3` remain. The user cannot extend auto-polling beyond ~30 s.
80
- - `2` → one more `operation get` call, then re-prompt with the same menu (option `1` still gated by the round cap).
81
- - `3` → print the resume command and exit; the user can come back and run `operation get <OP_ID>` later.
82
- 5. **Never auto-poll indefinitely.** Total auto-poll window is capped at ~30 s (2 rounds). Beyond that the user must drive every additional poll via option `2` or walk away via `3`.
71
+ - Select `1` to run another 3 × 5 s cycle and increment `<ROUND>`. After round 2 (about 30 s total), remove option `1`; only `2` and `3` remain. Do not extend auto-polling beyond about 30 s.
72
+ - Select `2` to make one `operation get` call, then show the same menu; option `1` remains subject to the round cap.
73
+ - Select `3` to print the resume command and exit; the user can run `operation get <OP_ID>` later.
74
+ 5. Never auto-poll indefinitely. The total auto-poll window is capped at about 30 s (2 rounds); afterward, the user must drive each poll with option `2` or select option `3`.
83
75
 
84
76
  ### Status vocabulary
85
77
 
86
- The response's `status` field uses these values (treat case-insensitively in match logic, but show the user the exact case from the response):
78
+ Match case-insensitively but display the exact response case:
87
79
 
88
80
  | Family | Examples | Action |
89
81
  |---|---|---|
90
- | In-progress | `Pending`, `Running`, `InProgress` | Continue polling (within the 3-poll cap) |
91
- | Terminal — success | `Succeeded` | Stop, re-fetch the resource, report success |
92
- | Terminal — failure | `Failed`, `Cancelled` | Stop, surface the error payload (`Data.error` / `Data.message`), do NOT retry the original mutation automatically — ask the user |
82
+ | In-progress | `Pending`, `Running`, `InProgress` | Continue within the 3-poll cap |
83
+ | Terminal — success | `Succeeded` | Stop, re-fetch the resource, and report success |
84
+ | Terminal — failure | `Failed`, `Cancelled` | Surface `Data.error` / `Data.message`; do not automatically retry the original mutation—ask the user |
93
85
 
94
- If the response lacks a `status` field altogether, treat the operation as in-progress for that poll and try once more; if the field is missing across all 3 polls, surface the raw response to the user and stop.
86
+ If `status` is absent, treat that poll as in-progress and try once more. If it is absent across all 3 polls, surface the raw response and stop.
95
87
 
96
- ## Workflow: List Org-Level Services — Provisioned vs. Available
88
+ ## List Org-Level Services
97
89
 
98
- Two distinct surfaces — never merge them:
90
+ Do not merge these surfaces:
99
91
 
100
- | Verb | Returns | Has lifecycle status? |
92
+ | Verb | Returns | Lifecycle status? |
101
93
  |---|---|---|
102
- | `organizations services list` | **Provisioned** org-level service instances (what currently exists on this org) | Yes — `Enabled`, `Disabled`, or `Deleted` (soft-deleted) |
103
- | `organizations services list-available` | **Catalog** of service types that *can* be provisioned at the org level | No — catalog entries are not provisioned |
94
+ | `organizations services list` | Provisioned org-level service instances | Yes: `Enabled`, `Disabled`, or `Deleted` (soft-deleted) |
95
+ | `organizations services list-available` | Catalog of service types available for org-level provisioning | No |
104
96
 
105
- ### Currently provisioned (with status)
97
+ ### Provisioned services
98
+
99
+ Run:
106
100
 
107
101
  ```bash
108
102
  uip admin organizations services list --output json
109
103
  ```
110
104
 
111
- Surface to the user as **"Provisioned services on `<ORG_NAME>`"**. For each row, show: service type, **status** (`Enabled` / `Disabled` / `Deleted`), region. Flag any soft-deleted (`Deleted`) entries explicitly so the user knows they were removed but are still recoverable.
112
-
113
- If the result is empty, say so explicitly: *"No org-level services are currently provisioned."* — do not show an empty table.
105
+ Report under **"Provisioned services on `<ORG_NAME>`"**. For each row, show service type, **status** (`Enabled` / `Disabled` / `Deleted`), and region. Explicitly flag `Deleted` entries as removed but recoverable. If empty, say: *"No org-level services are currently provisioned."* Do not show an empty table.
114
106
 
115
- Optional filters (client-side, applied after the API call):
107
+ Apply optional client-side filters after the API call:
116
108
 
117
109
  ```bash
118
110
  uip admin organizations services list --status Enabled --output json
@@ -120,27 +112,14 @@ uip admin organizations services list --service orchestrator --output json
120
112
  uip admin organizations services list --region "<REGION>" --output json
121
113
  ```
122
114
 
123
- ### Available to provision (catalog only)
115
+ ### Available service catalog
116
+
117
+ Run:
124
118
 
125
119
  ```bash
126
120
  uip admin organizations services list-available --output json
127
121
  ```
128
122
 
129
- Surface to the user as **"Available service catalog (org-level)"**. Do NOT add a status column — catalog entries have no lifecycle state. Visually separate this from the provisioned list (different header, ideally a different table).
130
-
131
- ### When the user's intent is ambiguous
132
-
133
- If the user says "show me the services" without specifying provisioned vs. available, run both and present them in two clearly labeled sections so they can pick.
134
-
135
- ## Before Mutating the Organization — Name the Target
136
-
137
- Before `organizations update`, echo the resolved target back so the user knows exactly which organization will change:
138
-
139
- ```
140
- Organization: <ORG_NAME> (region: <REGION>, id: <ORG_ID>)
141
- Action: update
142
- ```
143
-
144
- `organizations get --output json` returns the name and region — resolve them up-front; do not run the mutation against just the active login session implicitly.
123
+ Report under **"Available service catalog (org-level)"**. Do not add a status column: catalog entries have no lifecycle state. Visually separate this from provisioned services, preferably with a different table.
145
124
 
146
- > The CLI does not expose `organizations delete`, so this echo only ever covers `update`. If the user asks to delete the org, redirect to the Portal / support flow.
125
+ If the user asks to "show me the services" without distinguishing provisioned from available, run both commands and present two clearly labeled sections.
@@ -1,57 +1,36 @@
1
1
  # Organizations CLI Command Reference
2
2
 
3
- Complete reference for all `uip admin organizations` commands — caller's organization read + update, async-operation polling (for tenant lifecycle ops), region catalog, and org-level service catalog (read-only). Part of the Organization Management Service (OMS).
4
-
5
- For tenant commands, see [tenants-commands.md](tenants-commands.md). For workflow-level guidance, see [organization-management.md](organization-management.md).
3
+ Reference for `uip admin organizations`: caller-organization read/update, tenant-lifecycle operation polling, regions, and read-only org-level services. For tenant commands, see [tenants-commands.md](tenants-commands.md). For workflow guidance, see [organization-management.md](organization-management.md).
6
4
 
7
5
  ## Global Flags
8
6
 
9
- Every command accepts these flags (omitted from per-command tables):
7
+ Every command accepts:
10
8
 
11
9
  | Flag | Description |
12
10
  |------|-------------|
13
- | `--output <format>` | Output format: `json`, `table`, `yaml`, `plain` (default: json) |
14
- | `--output-filter <expression>` | JMESPath expression to filter output |
15
- | `--log-level <level>` | Log level: `debug`, `info`, `warn`, `error` (default: info) |
16
- | `--log-file <path>` | Write logs to file instead of stderr |
17
- | `--login-validity <minutes>` | Override token validity — forces refresh if token expires within this window |
18
-
19
- Organization is resolved automatically from the active login session — no `--organization` flag.
20
-
21
- ## Prerequisites
11
+ | `--output <format>` | `json`, `table`, `yaml`, `plain` (default: json) |
12
+ | `--output-filter <expression>` | JMESPath output filter |
13
+ | `--log-level <level>` | `debug`, `info`, `warn`, `error` (default: info) |
14
+ | `--log-file <path>` | Write logs instead of stderr |
15
+ | `--login-validity <minutes>` | Force token refresh when expiry is within this window |
22
16
 
23
- ```bash
24
- uip login status --output json
25
- ```
26
-
27
- If not logged in: `uip login`.
17
+ Resolve the organization from the active login; no `--organization` flag exists. Run `uip login status --output json`; if not logged in, run `uip login`.
28
18
 
29
19
  ## Concepts
30
20
 
31
- ### OMS sync vs async — quick reference
32
-
33
- | Operation | Sync/Async | Confirm completion |
34
- |---|---|---|
35
- | `organizations get`, `update` | **Sync** | Response. No CLI `create` / `delete` — Portal / support flow only. |
36
- | `tenants create / update / delete / enable / disable` | **Async** — returns `operationId` | Poll `organizations operation get <OP_ID>` (single endpoint for all OMS async ops) |
37
- | `tenants services add / enable / disable / remove` | **Sync** | Response — except `disable` (Integration Service, Data Fabric, Insights) and `remove` (Orchestrator, Maestro, Integration Service, Data Fabric, Insights, Test Manager), which return Success but no-op. Re-list. |
38
- | All `*list*`, `get`, `regions list`, `services list-available` | **Sync** | — |
39
-
40
- ### Notes
41
-
42
- - **Org surface is read + update only.** This command tree exposes `get`, `update`, `regions list`, `services list / list-available`, and `operation get`. **There is no `organizations create` or `organizations delete` in the CLI** — those are not exposed; org creation/deletion goes through the UiPath Portal / support flow.
43
- - **All org verbs are synchronous.** `update`, `get`, `regions list`, and all `services` reads complete in a single round-trip and carry the final state in the response.
44
- - **Single poll endpoint for the platform.** `operation get` lives here for historical reasons, but it polls async **tenant** lifecycle ops (`tenants create / update / delete / enable / disable`). Use it whenever those return an `operationId`.
45
- - **No login-tenant default here.** Org commands always operate on the caller's organization (resolved from the active login).
46
- - **Region is required for tenant create.** Run `regions list` here, then pass `--region` to `tenants create` (see [tenants-commands.md](tenants-commands.md)).
47
-
48
- ---
21
+ - `organizations get` and `update` are synchronous and return final state.
22
+ - `tenants create / update / delete / enable / disable` are asynchronous, return `operationId`, and require polling with `organizations operation get <OP_ID>`.
23
+ - `tenants services add / enable / disable / remove` are synchronous, except `disable` (Integration Service, Data Fabric, Insights) and `remove` (Orchestrator, Maestro, Integration Service, Data Fabric, Insights, Test Manager), which return Success but no-op. Re-list.
24
+ - All `*list*`, `get`, `regions list`, and `services list-available` commands are synchronous.
25
+ - The organization surface is read/update only: `get`, `update`, `regions list`, `services list / list-available`, and `operation get`. There is no CLI `organizations create` or `organizations delete`; use the UiPath Portal / support flow.
26
+ - Organization commands use the caller's organization, not a login-tenant default.
27
+ - Region is required for tenant create. Run `regions list`, then pass `--region` to `tenants create`; see [tenants-commands.md](tenants-commands.md).
49
28
 
50
29
  ## Organization — `uip admin organizations`
51
30
 
52
31
  ### `organizations get`
53
32
 
54
- Fetch the caller's organization record.
33
+ Fetch the caller's organization record:
55
34
 
56
35
  ```bash
57
36
  uip admin organizations get --output json
@@ -60,13 +39,13 @@ uip admin organizations get --full --output json
60
39
 
61
40
  | Flag | Required | Description |
62
41
  |------|----------|-------------|
63
- | `--full` | No | Return bundle: org + tenants + service catalog in one call |
42
+ | `--full` | No | Return org, tenants, and service catalog in one call |
64
43
 
65
44
  **Output code:** `OmsOrganizationGet`
66
45
 
67
46
  ### `organizations update`
68
47
 
69
- Patch editable fields on the caller's organization. **Synchronous** — response carries the final state.
48
+ Patch editable organization fields synchronously; the response contains final state. Pass at least one field flag or `--file`:
70
49
 
71
50
  ```bash
72
51
  uip admin organizations update --name "<NEW_NAME>" --output json
@@ -82,17 +61,13 @@ uip admin organizations update --file ./org-update.json --output json
82
61
  | `--language <code>` | No | New language code |
83
62
  | `--file <path>` | Alternative | Full `UpdateOrganizationCommand` body |
84
63
 
85
- At least one field flag (or `--file`) is required. **Output code:** `OmsOrganizationUpdated`.
86
-
87
- > **No `create` / `delete` here.** The CLI does not expose `organizations create` or `organizations delete`; both return `ValidationError: unknown command`. For org provisioning or removal, use the UiPath Portal or the support flow.
88
-
89
- ---
64
+ **Output code:** `OmsOrganizationUpdated`. Do not use `organizations create` or `organizations delete`; the CLI does not expose them and returns `ValidationError: unknown command`. Use the UiPath Portal or support flow.
90
65
 
91
66
  ## Async Operations — `uip admin organizations operation`
92
67
 
93
68
  ### `operation get`
94
69
 
95
- Poll the status of an async OMS operation (tenant lifecycle today; org create/delete are not exposed by the CLI).
70
+ Poll a tenant lifecycle operation returned by `tenants create`, `update`, `delete`, `enable`, or `disable`:
96
71
 
97
72
  ```bash
98
73
  uip admin organizations operation get <OPERATION_ID> --output json
@@ -100,41 +75,35 @@ uip admin organizations operation get <OPERATION_ID> --output json
100
75
 
101
76
  | Argument | Required | Description |
102
77
  |----------|----------|-------------|
103
- | `<OPERATION_ID>` | Yes | Operation UUID returned by a `tenants` lifecycle command (`create`, `update`, `delete`, `enable`, `disable`) |
104
-
105
- The response carries a `status` field. Treat `Pending` / `Running` / `InProgress` as in-progress; anything else (`Succeeded`, `Failed`, `Cancelled`) as terminal.
78
+ | `<OPERATION_ID>` | Yes | Operation UUID returned by a tenant lifecycle command |
106
79
 
107
- **Polling cadence — auto-poll up to 3× at 5-second intervals, then ask the user.** Surface each intermediate status; never loop silently and never auto-poll indefinitely. For the full procedure (including the numbered next-step menu the agent presents after the 3-poll auto-window), see [organization-management.md — Polling procedure](organization-management.md#polling-procedure-auto-poll-then-hand-off).
80
+ Treat `Pending`, `Running`, and `InProgress` as in-progress; treat every other status, including `Succeeded`, `Failed`, and `Cancelled`, as terminal. Auto-poll up to 3× at 5-second intervals, surface every intermediate status, never loop silently or indefinitely, then ask the user. Follow [organization-management.md — Polling procedure](organization-management.md#polling-procedure-auto-poll-then-hand-off) for the numbered next-step menu after the 3-poll window.
108
81
 
109
- **Output code:** `OmsOperationGet`.
110
-
111
- ---
82
+ **Output code:** `OmsOperationGet`
112
83
 
113
84
  ## Regions — `uip admin organizations regions`
114
85
 
115
86
  ### `regions list`
116
87
 
117
- List provisioning regions in which Portal can stand up tenants (and orgs via the Portal). Run before `tenants create` to confirm `--region` accepts the desired value.
88
+ Run this before `tenants create` to validate `--region`, then pass a returned region name directly to `--region`:
118
89
 
119
90
  ```bash
120
91
  uip admin organizations regions list --output json
121
92
  ```
122
93
 
123
- Returned region names go directly into `--region` on `tenants create`.
124
-
125
- **Output code:** `OmsRegionsList`.
94
+ This lists provisioning regions in which Portal can stand up tenants and orgs.
126
95
 
127
- ---
96
+ **Output code:** `OmsRegionsList`
128
97
 
129
98
  ## Org-Level Services — `uip admin organizations services`
130
99
 
131
- > **Read-only at the org surface.** Only `list` and `list-available` exist here — there is no `add` / `enable` / `disable` / `remove` at the org level. To provision / mutate services on a specific tenant, use [`tenants services` →](tenants-commands.md#tenant-level-services--uip-admin-tenants-services).
100
+ This surface is read-only: only `list` and `list-available` exist. Do not use org-level `add`, `enable`, `disable`, or `remove`; mutate services on a tenant with [`tenants services` →](tenants-commands.md#tenant-level-services--uip-admin-tenants-services).
132
101
 
133
- > **`list` vs `list-available` are different sets — never merge them.** `services list` returns the **currently provisioned** org-level instances (each with a `status`: `Enabled` / `Disabled` / `Deleted`). `services list-available` returns the **catalog** of provisionable service types (no status — catalog entries are not provisioned). Always present them as two clearly labeled sections when surfacing results to the user. See [organization-management.md — List Org-Level Services](organization-management.md#workflow-list-org-level-services--provisioned-vs-available).
102
+ Keep result sets separate: `services list` returns currently provisioned org-level instances with status `Enabled`, `Disabled`, or `Deleted`; `services list-available` returns provisionable catalog types with no status. Present them as clearly labeled sections. See [organization-management.md — List Org-Level Services](organization-management.md#list-org-level-services).
134
103
 
135
104
  ### `services list`
136
105
 
137
- List **currently provisioned** org-level service instances. Each row carries a lifecycle `status` — `Enabled`, `Disabled`, or `Deleted` (soft-deleted). Surface the status field in any presentation; flag `Deleted` entries explicitly.
106
+ List provisioned instances, surface `status`, and explicitly flag `Deleted` entries. All filters run client-side after the API call:
138
107
 
139
108
  ```bash
140
109
  uip admin organizations services list --output json
@@ -145,31 +114,27 @@ uip admin organizations services list --region "<REGION>" --output json
145
114
 
146
115
  | Flag | Required | Description |
147
116
  |------|----------|-------------|
148
- | `--service <type>` | No | Filter by service type (client-side) |
149
- | `--status <state>` | No | Filter by lifecycle status, e.g. `Enabled`, `Disabled` (client-side) |
150
- | `--region <region>` | No | Filter by region (client-side) |
117
+ | `--service <type>` | No | Client-side service-type filter |
118
+ | `--status <state>` | No | Client-side lifecycle filter, e.g. `Enabled`, `Disabled` |
119
+ | `--region <region>` | No | Client-side region filter |
151
120
 
152
- All filters are client-side after the API call (no server-side filters).
153
-
154
- **Output code:** `OmsOrgServicesList`.
121
+ **Output code:** `OmsOrgServicesList`
155
122
 
156
123
  ### `services list-available`
157
124
 
158
- List the **catalog** of services that can be provisioned at the org level. Catalog only — entries are not provisioned and have no lifecycle status. Do not show a status column when surfacing results.
125
+ List the org-level service catalog. Entries are not provisioned and have no lifecycle status; do not show a status column:
159
126
 
160
127
  ```bash
161
128
  uip admin organizations services list-available --output json
162
129
  ```
163
130
 
164
- **Output code:** `OmsOrgServicesAvailable`.
165
-
166
- ---
131
+ **Output code:** `OmsOrgServicesAvailable`
167
132
 
168
133
  ## Error Handling
169
134
 
170
135
  | Error | Cause | Fix |
171
136
  |-------|-------|-----|
172
- | `region not allowed` | `--region` value not in available regions (only relevant via `tenants create`) | Run `regions list` and use a returned value |
173
- | Operation never completes | Async op stuck or failed | Inspect `Data` from `operation get <OPERATION_ID>`; retry or escalate |
174
- | Empty service list | Filter mismatch (all filters client-side) | Drop a filter or try a different value |
175
- | Auth error | Login expired | `uip login status`, then `uip login` |
137
+ | `region not allowed` | `--region` is not available; relevant via `tenants create` | Run `regions list` and use a returned value |
138
+ | Operation never completes | Async operation is stuck or failed | Inspect `Data` from `operation get <OPERATION_ID>`; retry or escalate |
139
+ | Empty service list | Client-side filter mismatch | Drop a filter or try another value |
140
+ | Auth error | Login expired | Run `uip login status`, then run `uip login` |
@@ -1,23 +1,21 @@
1
1
  # PAT Management
2
2
 
3
- Workflows for managing personal access tokens via `uip admin pat`. For full command syntax and flags, see [identity-commands.md](identity-commands.md#personal-access-tokens--uip-admin-pat).
3
+ Manage personal access tokens with `uip admin pat`. See [identity-commands.md](identity-commands.md#personal-access-tokens--uip-admin-pat) for full syntax and flags.
4
4
 
5
- PATs provide scoped API authentication for users — an alternative to OAuth2 client credentials when a user-context token is needed.
5
+ PATs provide scoped API authentication for users when user-context authentication is required instead of OAuth2 client credentials.
6
6
 
7
7
  ## Lifetime Constraints
8
8
 
9
- | Constraint | Value |
10
- |------------|-------|
11
- | Minimum expiration | 1 day from now |
12
- | Default maximum | 360 days (~1 year) |
13
- | Hard maximum | 1,800 days (~5 years), configurable per org |
14
- | Max tokens per user | 5 (default), up to 50 |
15
- | Max description length | 256 characters |
9
+ - Minimum expiration: 1 day from now
10
+ - Default maximum: 360 days (~1 year)
11
+ - Hard maximum: 1,800 days (~5 years), configurable per org
12
+ - Maximum tokens per user: 5 by default, up to 50
13
+ - Maximum description length: 256 characters
16
14
 
17
- ## Workflow: Create a PAT
15
+ ## Create a PAT
18
16
 
19
- 1. Discover available scopes: `uip admin scopes list --output json`
20
- 2. Create with description, expiration, and scopes:
17
+ 1. Run `uip admin scopes list --output json` to discover available scopes.
18
+ 2. Run:
21
19
  ```bash
22
20
  uip admin pat create \
23
21
  --description "CI/CD pipeline token" \
@@ -25,36 +23,25 @@ PATs provide scoped API authentication for users — an alternative to OAuth2 cl
25
23
  --scope "OR.Folders.Read,OR.Jobs.Read" \
26
24
  --output json
27
25
  ```
28
- 3. **Save the token value immediately.** It appears only in the creation response.
26
+ 3. Save the token value immediately; it appears only in the creation response.
29
27
 
30
- ## Workflow: List PATs
28
+ ## List PATs
31
29
 
32
- List your own tokens:
33
- ```bash
34
- uip admin pat list --output json
35
- ```
36
-
37
- List all tokens in the organization (admin only):
38
- ```bash
39
- uip admin pat list --scope all --output json
40
- ```
41
-
42
- Search by user:
43
- ```bash
44
- uip admin pat list --search "john" --output json
45
- ```
30
+ - Run `uip admin pat list --output json` to list your own tokens.
31
+ - Run `uip admin pat list --scope all --output json` to list all organization tokens; admin access is required.
32
+ - Run `uip admin pat list --search "john" --output json` to search by user.
46
33
 
47
- ## Workflow: Revoke a PAT
34
+ ## Revoke a PAT
48
35
 
49
- Confirm with user before revoking — this permanently invalidates the token.
36
+ Confirm with the user before revoking; revocation permanently invalidates the token. Run:
50
37
 
51
38
  ```bash
52
39
  uip admin pat revoke <TOKEN_ID> --output json
53
40
  ```
54
41
 
55
- ## Workflow: Regenerate a PAT
42
+ ## Regenerate a PAT
56
43
 
57
- Regenerate with a new expiration. Returns new token value (shown only once):
44
+ Run the following with a new expiration. The new token value is returned only once:
58
45
 
59
46
  ```bash
60
47
  uip admin pat regenerate <TOKEN_ID> --expiration "2028-01-15" --output json
@@ -63,11 +50,11 @@ uip admin pat regenerate <TOKEN_ID> --expiration "2028-01-15" --output json
63
50
  ## Error Handling
64
51
 
65
52
  | Error | Cause | Fix |
66
- |-------|-------|-----|
67
- | `not found` | Invalid token ID | Run `pat list` to find correct ID |
53
+ |---|---|---|
54
+ | `not found` | Invalid token ID | Run `pat list` to find the correct ID |
68
55
  | `Invalid expiration` | Bad date format | Use ISO 8601: `YYYY-MM-DD` |
69
- | `expiration too small` | Less than 1 day from now | Set at least 1 day in the future |
70
- | `expiration too large` | Exceeds org max (default 360 days) | Shorten expiration |
71
- | `limit reached` | Max tokens per user (default 5) | Revoke unused tokens first |
56
+ | `expiration too small` | Less than 1 day from now | Set expiration at least 1 day in the future |
57
+ | `expiration too large` | Exceeds the organization maximum (default 360 days) | Shorten the expiration |
58
+ | `limit reached` | Maximum tokens per user reached (default 5) | Revoke unused tokens first |
72
59
  | `scope not found` | Invalid scope name | Run `uip admin scopes list` to find valid scopes |
73
- | `HTTP 403` | Listing all tokens without admin role | Omit `--scope all` to list only your own |
60
+ | `HTTP 403` | Attempted to list all tokens without the admin role | Omit `--scope all` to list only your own tokens |
@@ -1,36 +1,38 @@
1
1
  # Robot Account Management
2
2
 
3
- Workflows for managing robot accounts via `uip admin robot-accounts`. For full command syntax and flags, see [identity-commands.md](identity-commands.md#robot-accounts--uip-admin-robot-accounts).
3
+ Manage robot accounts with `uip admin robot-accounts`. For syntax and flags, see [identity-commands.md](identity-commands.md#robot-accounts--uip-admin-robot-accounts).
4
4
 
5
- Robot accounts represent unattended automation identities that run processes without human interaction.
5
+ Robot accounts are unattended automation identities that run processes without human interaction.
6
6
 
7
7
  ## Credential Model
8
8
 
9
- See [SKILL.md — Robot Accounts vs External Apps](../SKILL.md#robot-accounts-vs-external-apps) for the full distinction. Key point: robot credentials are provisioned by Orchestrator during machine connection — do not create external apps as robot credentials.
9
+ See [Key Concepts — Robot Accounts vs External Apps](key-concepts.md#robot-accounts-vs-external-apps). Orchestrator provisions robot credentials during machine connection; do not create external apps as robot credentials.
10
10
 
11
- ## Workflow: Create a Robot Account
11
+ ## Create a Robot Account
12
12
 
13
- 1. Check for duplicates: `uip admin robot-accounts list --search "<NAME>" --output json`
14
- 2. Create: `uip admin robot-accounts create "<NAME>" --display-name "<DISPLAY_NAME>" --output json`
15
- 3. Verify: `uip admin robot-accounts list --search "<NAME>" --output json`
16
- 4. **Next steps:** Assign to groups for role-based access, then configure machine connection in Orchestrator (which provisions robot credentials automatically).
13
+ 1. Run `uip admin robot-accounts list --search "<NAME>" --output json` to check for duplicates.
14
+ 2. Run `uip admin robot-accounts create "<NAME>" --display-name "<DISPLAY_NAME>" --output json`.
15
+ 3. Run `uip admin robot-accounts list --search "<NAME>" --output json` to verify.
16
+ 4. Assign the account to groups for role-based access, then configure machine connection in Orchestrator, which provisions robot credentials automatically.
17
17
 
18
- ## Workflow: Update a Robot Account
18
+ ## Update a Robot Account
19
+
20
+ Run:
19
21
 
20
22
  ```bash
21
23
  uip admin robot-accounts update <ROBOT_ACCOUNT_ID> --display-name "<NEW_DISPLAY_NAME>" --output json
22
24
  ```
23
25
 
24
- ## Workflow: Delete a Robot Account
26
+ ## Delete a Robot Account
25
27
 
26
- 1. Confirm exists: `uip admin robot-accounts get <ROBOT_ACCOUNT_ID> --output json`
27
- 2. Confirm with user.
28
- 3. Delete: `uip admin robot-accounts delete <ROBOT_ACCOUNT_ID> --output json`
28
+ 1. Run `uip admin robot-accounts get <ROBOT_ACCOUNT_ID> --output json` to confirm it exists.
29
+ 2. Confirm deletion with the user.
30
+ 3. Run `uip admin robot-accounts delete <ROBOT_ACCOUNT_ID> --output json`.
29
31
 
30
32
  ## Error Handling
31
33
 
32
34
  | Error | Cause | Fix |
33
- |-------|-------|-----|
35
+ |---|---|---|
34
36
  | `already exists` | Robot account name taken | Choose a unique name |
35
37
  | `No fields to update` | No `--display-name` flag | Provide `--display-name` |
36
38
  | `not found` | Invalid robot account ID | Run `robot-accounts list` to find the correct ID |