not-manage 0.1.17

package/LICENSE

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package/NOTICE

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+Not Manage CLI
+Copyright 2026 The Not Manage CLI authors
+
+Clio is a trademark of Themis Solutions Inc.
+This project is independent and is not affiliated with or endorsed by Clio.

package/README.md

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+# not-manage
+
+`not-manage` is an unofficial command-line tool for Clio Manage integrations and AI workflows.
+
+This project is a terminal CLI from [Not Operations](https://notoperations.com/legal). It is not a Clio product, and it is not affiliated with, endorsed by, or sponsored by Clio or Themis Solutions Inc.
+
+## Package
+
+- npm package: `not-manage`
+- command: `not-manage`
+- type: terminal command-line tool
+
+## Install
+
+```bash
+npm i -g not-manage && not-manage
+```
+
+This is the recommended install flow because npm does not always show postinstall output consistently.
+
+What happens next:
+
+- first-time setup: `not-manage` starts guided setup
+- returning setup: `not-manage` opens normally and can verify the saved connection
+- install/setup warning: the CLI reminds you that output may contain confidential client data and that redaction is best-effort only
+
+You can also run the command separately after install:
+
+```bash
+not-manage
+```
+
+or:
+
+```bash
+not-manage setup
+```
+
+To suppress the install-time prompt entirely:
+
+```bash
+NOT_MANAGE_SKIP_POSTINSTALL_SETUP=1 npm i -g not-manage && not-manage
+```
+
+For local development:
+
+```bash
+git clone https://github.com/Not-Operations/not-manage.git
+cd not-manage
+npm install
+node bin/not-manage.js --help
+```
+
+## 5-minute setup
+
+1. Run setup:
+
+```bash
+not-manage auth setup
+```
+
+2. Choose your Clio region in the CLI.
+3. When the CLI opens the Clio developer portal, sign in there.
+4. Open your Clio developer app there, or create one first if you do not have one yet.
+5. Fill out the Clio app form:
+   - `Website URL`: use your firm site, company site, or GitHub repo
+   - do not put the loopback callback URL in `Website URL`
+   - select only the Clio permissions your workflow will actually use through this tool
+   - `Redirect URIs`: copy `http://127.0.0.1:53123/callback`
+6. Copy the App Key and App Secret from that same Clio app back into the CLI.
+7. Finish login:
+
+```bash
+not-manage auth login
+```
+
+8. Verify:
+
+```bash
+not-manage auth status
+not-manage whoami
+```
+
+During setup, the CLI asks you to acknowledge that:
+
+- command output can contain confidential or privileged client information
+- `--redacted` is best-effort only and may miss identifiers in labels, custom fields, or free text
+- you must review output before sharing it with AI tools or other third parties
+
+## Local-only docs
+
+- [PRIVACY.md](PRIVACY.md)
+- [DATA-HANDLING.md](DATA-HANDLING.md)
+- [DISCLAIMER.md](DISCLAIMER.md)
+- [SECURITY.md](SECURITY.md)
+- [TERMS.md](TERMS.md)
+- [OPERATIONS.md](OPERATIONS.md)
+
+## Core commands
+
+```bash
+not-manage setup
+not-manage auth setup
+not-manage auth login
+not-manage auth status
+not-manage activities list
+not-manage activity get 123
+not-manage tasks list
+not-manage task get 789
+not-manage contacts list
+not-manage contact get 12345
+not-manage time-entries list
+not-manage billable-clients list
+not-manage billable-matters list
+not-manage bills list
+not-manage bill get 987
+not-manage invoices list
+not-manage matters list
+not-manage matter get 456
+not-manage users list
+not-manage user get 123
+not-manage practice-areas list
+not-manage practice-area get 45
+not-manage matters list --status open --limit 50
+not-manage matters list --all --json
+not-manage whoami
+not-manage auth revoke
+```
+
+Plural commands still work. Singular aliases are accepted for the single-record flows so `contact get 12345` and `contacts get 12345` both work.
+
+Every data command also accepts `--fields <comma-separated-list>` to override the default response shape. If you pass `--fields` with no value, the CLI prints the current default field list for that command.
+
+## Read-only examples
+
+```bash
+not-manage activities list --status unbilled --matter-id 456
+not-manage activities list --client-id 999 --all
+not-manage activity get 123
+not-manage time-entries list --user-id 88 --start-date 2026-03-01
+
+not-manage tasks list
+not-manage tasks list --matter-id 456
+not-manage tasks list --client-id 999 --complete false
+not-manage task get 789
+
+not-manage contacts list --query "acme" --client-only
+not-manage contact get 12345
+
+not-manage matters list --status open --client-id 999
+not-manage matters list --fields
+not-manage matter get 456
+
+not-manage bills list --overdue-only --client-id 999
+not-manage bills list --matter-id 456
+not-manage bill get 987
+not-manage invoices list --state awaiting_payment
+not-manage invoices list --matter-id 456
+not-manage invoice get 987
+
+not-manage users list --name "Sarah"
+not-manage user get 123
+
+not-manage practice-areas list --name "Family"
+not-manage practice-areas list --matter-id 456
+not-manage practice-area get 45
+
+not-manage billable-matters list --client-id 999
+not-manage billable-clients list --start-date 2026-03-01
+not-manage matter get 456 --redacted
+```
+
+## Redacted mode
+
+- Supported data commands are redacted by default.
+- Add `--unredacted` to show raw output.
+- `--redacted` is still accepted for compatibility.
+- The first version redacts client/contact names, emails, phone numbers, and common PII patterns that appear inside free-text fields such as matter descriptions, activity notes, bill memos, and bill subjects.
+- Internal staff fields such as `user`, `responsible_attorney`, `responsible_staff`, and `originating_attorney` remain visible.
+- Redaction is best-effort only. Review output before sharing it outside your firm or with any AI or third-party service.
+- High-risk commands such as contacts, matters, activities, bills, invoices, tasks, and billable client or matter views emit additional review warnings.
+- `--unredacted` on those high-risk commands emits a stronger warning because raw output may include client-identifying, confidential, or privileged information.
+
+## Security model
+
+- Default storage is OS keychain (`macOS Keychain`, `Windows Credential Manager`, `Linux Secret Service`).
+- Setup masks the App Secret when you type it in the terminal.
+- Local OAuth redirects are restricted to loopback HTTP callbacks such as `http://127.0.0.1:53123/callback`.
+- API pagination links are validated before the CLI sends a bearer token to them.
+- This CLI requires a working OS keychain for Clio app credentials and OAuth tokens.
+- Tokens are never written to plaintext files by default.
+- Command output can contain sensitive client and matter data, so avoid shell logging, screen sharing, or pasting raw output into tickets and chats.
+- This CLI does not guarantee privilege-safe or de-identified output. Your firm still needs its own review process, approved vendors, and legal/privacy sign-off where required.
+
+## Repository hardening
+
+- GitHub Actions runs CI on pull requests and default-branch pushes across supported Node versions.
+- Dependency Review blocks high-severity dependency additions in pull requests.
+- CodeQL runs on pull requests, default-branch pushes, and a weekly schedule.
+- Semgrep Community Edition runs on pull requests, default-branch pushes, and a weekly schedule for JavaScript-focused static security scanning.
+- Dependabot is configured for both npm dependencies and GitHub Actions.
+- npm release publishing is set up for provenance-backed trusted publishing from GitHub Actions using the `npm` environment.
+
+## Troubleshooting
+
+- `OS keychain ... failed`: re-enable your OS keychain service or run the CLI in a supported desktop session with keychain access.
+- `Redirect URI must use ... loopback ...`: this CLI only supports local loopback OAuth callbacks. Use `http://127.0.0.1:<port>/callback` or `http://localhost:<port>/callback`.
+- `403 Forbidden`: confirm your Clio app has the relevant Clio permissions for Contacts, Matters, Bills, Users, or Practice Areas, then re-authorize.
+- `401 Unauthorized`: run `not-manage auth login` again.
+
+## Contributing
+
+Contributions are accepted under `Apache-2.0`. This project uses a Developer Certificate of Origin instead of a CLA, so sign commits with `git commit -s`.
+
+See `CONTRIBUTING.md` for the workflow and `DCO` for the certificate text.
+
+## License
+
+Licensed under `Apache-2.0`. See `LICENSE` and `NOTICE`.
+
+## Trademark notice
+
+Clio is a trademark of Themis Solutions Inc. `not-manage` is an independent command-line tool from Not Operations and is not affiliated with, endorsed by, or sponsored by Clio or Themis Solutions Inc.
+
+## Security
+
+Please do not post vulnerabilities, OAuth credentials, tokens, or real client data in public issues. See `SECURITY.md`.

package/bin/not-manage.js

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+#!/usr/bin/env node
+
+const { run } = require("../src/cli");
+
+run(process.argv.slice(2)).catch((error) => {
+  const message = error && error.message ? error.message : String(error);
+  console.error(`Error: ${message}`);
+  process.exit(1);
+});

package/package.json

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+{
+  "name": "not-manage",
+  "version": "0.1.17",
+  "description": "Unofficial command-line tool for Clio Manage integrations",
+  "license": "Apache-2.0",
+  "private": false,
+  "type": "commonjs",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/Not-Operations/not-manage.git"
+  },
+  "bin": {
+    "not-manage": "bin/not-manage.js"
+  },
+  "files": [
+    "bin",
+    "src",
+    "README.md",
+    "NOTICE"
+  ],
+  "keywords": [
+    "clio",
+    "not-manage",
+    "command-line",
+    "terminal",
+    "legal",
+    "law-firm",
+    "case-management",
+    "oauth2",
+    "mcp",
+    "cli"
+  ],
+  "scripts": {
+    "check": "npm run check:syntax && npm test",
+    "check:security": "npm audit --audit-level=high",
+    "check:syntax": "node --check bin/not-manage.js && node --check src/*.js && node --check test/*.test.js && node --check test/helpers/*.js",
+    "dev": "node bin/not-manage.js",
+    "pack:check": "npm pack --dry-run",
+    "postinstall": "node src/postinstall.js",
+    "seed:handbook-imports": "node scripts/generate-handbook-import-csvs.js",
+    "seed:historical": "node scripts/seed-historical-data.js",
+    "start": "node bin/not-manage.js",
+    "test": "node --test test/*.test.js"
+  },
+  "publishConfig": {
+    "access": "public",
+    "provenance": true
+  },
+  "dependencies": {
+    "keytar": "^7.9.0"
+  },
+  "engines": {
+    "node": ">=20"
+  }
+}