wealthbox-cli 1.0.2__tar.gz → 1.0.4__tar.gz

wealthbox_cli-1.0.4/.github/workflows/docs.yml

@@ -0,0 +1,40 @@
+name: Deploy docs to GitHub Pages
+
+on:
+  push:
+    branches: [main]
+  workflow_dispatch:
+
+permissions:
+  contents: read
+  pages: write
+  id-token: write
+
+concurrency:
+  group: "pages"
+  cancel-in-progress: true
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: "3.12"
+      - run: pip install mkdocs-material
+      - run: cp CONTRIBUTING.md docs/contributing.md
+      - run: mkdocs build --strict
+      - uses: actions/upload-pages-artifact@v3
+        with:
+          path: site/
+
+  deploy:
+    needs: build
+    runs-on: ubuntu-latest
+    environment:
+      name: github-pages
+      url: ${{ steps.deployment.outputs.page_url }}
+    steps:
+      - id: deployment
+        uses: actions/deploy-pages@v4

wealthbox_cli-1.0.4/.gitignore

@@ -0,0 +1,50 @@
+# Python bytecode
+__pycache__/
+*.py[codz]
+*$py.class
+*.so
+
+# Distribution / packaging
+build/
+dist/
+*.egg-info/
+*.egg
+.installed.cfg
+MANIFEST
+
+# Virtual environments
+.venv/
+venv/
+env/
+
+# Environment / secrets
+.env
+.envrc
+
+# Testing / coverage
+.pytest_cache/
+.coverage
+.coverage.*
+htmlcov/
+coverage.xml
+
+# Type checking
+.mypy_cache/
+.dmypy.json
+.pytype/
+
+# Linting
+.ruff_cache/
+
+# Editors / IDEs
+.idea/
+.vscode/
+
+# MkDocs build output
+site/
+
+# Project-specific
+dev/
+.claude/
+CLAUDE.md
+docs/superpowers/

wealthbox_cli-1.0.4/CONTRIBUTING.md

@@ -0,0 +1,104 @@
+# Contributing to Wealthbox CLI
+
+Thank you for your interest in contributing to **wealthbox-cli**!
+
+---
+
+## Development Setup
+
+```bash
+git clone https://github.com/massive-value/wealthbox-cli
+cd wealthbox-cli
+python -m venv .venv
+```
+
+Activate the virtual environment:
+
+| Platform | Command |
+|----------|---------|
+| macOS/Linux | `source .venv/bin/activate` |
+| Windows (PowerShell) | `.venv\Scripts\Activate.ps1` |
+| Windows (Command Prompt) | `.venv\Scripts\activate.bat` |
+
+Then install with dev dependencies:
+
+```bash
+pip install -e ".[dev]"
+```
+
+Configure your Wealthbox API token (optional — tests don't require a real token):
+
+```bash
+wbox config set-token
+```
+
+---
+
+## Running Tests
+
+```bash
+pytest
+```
+
+Tests use [respx](https://lundberg.github.io/respx/) to mock HTTP at the transport layer — no real API calls are made.
+
+## Code Style
+
+```bash
+ruff check src/ tests/
+```
+
+- **ruff** for linting (E, F, I rules; 120-char line length)
+- **mypy** in strict mode
+
+---
+
+## Project Architecture
+
+Three layers under `src/wealthbox_tools/`:
+
+| Layer | Purpose |
+|-------|---------|
+| `cli/` | [Typer](https://typer.tiangolo.com/) commands — user-facing, delegates to client |
+| `client/` | Async HTTP client built from [httpx](https://www.python-httpx.org/) mixins |
+| `models/` | [Pydantic v2](https://docs.pydantic.dev/) models for input validation |
+
+`WealthboxClient` (in `client/__init__.py`) inherits from all resource mixins plus `_WealthboxBase` (core HTTP, rate limiting, error handling).
+
+---
+
+## Adding a New Resource
+
+1. Add Pydantic models to `models/<resource>.py` (CreateInput, UpdateInput, ListQuery)
+2. Add a client mixin to `client/<resource>.py` with async CRUD methods
+3. Register the mixin in `client/__init__.py`
+4. Add CLI commands to `cli/<resource>.py`
+5. Register the CLI sub-app in `cli/main.py`
+6. Add category types via `make_category_command()` if applicable
+7. Add tests in `tests/test_<resource>_create.py` and `tests/test_<resource>_update.py`
+
+---
+
+## CI
+
+Pull requests and pushes to `main` run GitHub Actions CI:
+
+- **Lint:** `ruff check src/ tests/`
+- **Test:** `pytest` across Python 3.11, 3.12, 3.13
+
+Both must pass before merging.
+
+---
+
+## Pull Requests
+
+- Keep PRs focused — one feature or fix per PR
+- All tests must pass
+- No ruff errors
+- Update the CLI reference docs if commands change
+
+---
+
+## Reporting Issues
+
+Open an issue at [github.com/massive-value/wealthbox-cli/issues](https://github.com/massive-value/wealthbox-cli/issues) with steps to reproduce, expected behavior, and actual behavior.

wealthbox_cli-1.0.4/PKG-INFO

@@ -0,0 +1,266 @@
+Metadata-Version: 2.4
+Name: wealthbox-cli
+Version: 1.0.4
+Summary: CLI and client library for the Wealthbox CRM API
+Project-URL: Homepage, https://github.com/massive-value/wealthbox-cli
+Project-URL: Documentation, https://massive-value.github.io/wealthbox-cli/
+Project-URL: Repository, https://github.com/massive-value/wealthbox-cli
+Project-URL: Issues, https://github.com/massive-value/wealthbox-cli/issues
+Project-URL: Changelog, https://github.com/massive-value/wealthbox-cli/blob/main/CHANGELOG.md
+Author: Kadin Bullock
+License: Apache-2.0
+License-File: LICENSE
+Keywords: api,cli,client-management,command-line,contacts,crm,financial-advisor,fintech,wealth-management,wealthbox
+Classifier: Development Status :: 5 - Production/Stable
+Classifier: Environment :: Console
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: License :: OSI Approved :: Apache Software License
+Classifier: Natural Language :: English
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Classifier: Topic :: Office/Business
+Classifier: Topic :: Office/Business :: Financial
+Classifier: Typing :: Typed
+Requires-Python: >=3.11
+Requires-Dist: httpx<1.0,>=0.27
+Requires-Dist: pydantic<3.0,>=2.0
+Requires-Dist: python-dotenv<2.0,>=1.0
+Requires-Dist: tabulate<1.0,>=0.9
+Requires-Dist: typer<1.0,>=0.12
+Provides-Extra: dev
+Requires-Dist: mypy>=1.10; extra == 'dev'
+Requires-Dist: pytest-asyncio>=0.23; extra == 'dev'
+Requires-Dist: pytest>=8.0; extra == 'dev'
+Requires-Dist: respx>=0.21; extra == 'dev'
+Requires-Dist: ruff>=0.4; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# Wealthbox CLI — Command-Line Client for the Wealthbox CRM API
+
+[![PyPI version](https://img.shields.io/pypi/v/wealthbox-cli)](https://pypi.org/project/wealthbox-cli/)
+[![Downloads](https://img.shields.io/pypi/dm/wealthbox-cli)](https://pypi.org/project/wealthbox-cli/)
+[![Python 3.11+](https://img.shields.io/badge/python-3.11%2B-blue)](https://www.python.org/downloads/)
+[![CI](https://img.shields.io/github/actions/workflow/status/massive-value/wealthbox-cli/ci.yml?label=CI)](https://github.com/massive-value/wealthbox-cli/actions/workflows/ci.yml)
+[![License](https://img.shields.io/badge/license-Apache%202.0-blue.svg)](LICENSE)
+
+**wealthbox-cli** (`wbox`) is a command-line tool and Python client library for the [Wealthbox CRM](https://www.wealthbox.com/) API. It gives financial advisors, developers, and RIA firms full CRUD access to contacts, tasks, events, notes, households, and more — directly from the terminal. Automate your CRM workflows, export data, and integrate Wealthbox into scripts and CI pipelines.
+
+[Documentation](https://massive-value.github.io/wealthbox-cli/) | [PyPI](https://pypi.org/project/wealthbox-cli/) | [Changelog](https://massive-value.github.io/wealthbox-cli/changelog/) | [Wealthbox CRM](https://www.wealthbox.com/) | [Wealthbox API Docs](https://dev.wealthbox.com)
+
+> **Disclaimer:** This is an unofficial, community-built tool. It is not affiliated with,
+> endorsed by, or supported by Wealthbox or its parent company. "Wealthbox" is a trademark
+> of its respective owner.
+
+------------------------------------------------------------------------
+
+## Why Use wealthbox-cli?
+
+- **No coding required** — structured CLI flags replace raw JSON and cURL commands
+- **Automate CRM workflows** — script bulk updates, data exports, and scheduled tasks
+- **Multiple output formats** — pipe JSON, CSV, or TSV directly to files or other tools
+- **Built for financial advisors and developers** — covers contacts, households, tasks, events, notes, categories, and custom fields
+- **AI-agent ready** — pair with [Claude Code](https://claude.ai/download) or other coding agents for natural-language CRM automation
+- **Open source** — Apache 2.0 licensed, community-driven, and extensible
+
+------------------------------------------------------------------------
+
+## Quick Start
+
+```bash
+pip install wealthbox-cli
+wbox config set-token        # paste your Wealthbox API token (masked)
+wbox me                      # verify connection
+```
+
+See the [Getting Started](https://massive-value.github.io/wealthbox-cli/getting-started/) guide for pipx install, environment variable auth, and other options.
+
+------------------------------------------------------------------------
+
+## Usage Examples
+
+```bash
+# List contacts as a table
+wbox contacts list --format table
+
+# Create a new client contact
+wbox contacts add person --first-name Jane --last-name Doe --contact-type Client
+
+# Export tasks to CSV
+wbox tasks list --format csv > tasks.csv
+
+# Create a task linked to a contact
+wbox tasks add "Follow up call" --due-date "2026-04-10T09:00:00-07:00" --contact 12345
+
+# Add a meeting note
+wbox notes add "Discussed retirement plan" --contact 12345
+
+# Schedule an event
+wbox events add "Annual Review" --starts-at "2026-05-01T10:00:00-07:00" --ends-at "2026-05-01T11:00:00-07:00"
+```
+
+For the full command list, see the [CLI Reference](https://massive-value.github.io/wealthbox-cli/cli-reference/).
+
+------------------------------------------------------------------------
+
+## Supported Resources
+
+| Resource | List | Get | Create | Update | Delete |
+|----------|:----:|:---:|:------:|:------:|:------:|
+| Contacts | Yes | Yes | Yes | Yes | Yes |
+| Households | Yes | Yes | Yes | Yes | Yes |
+| Tasks | Yes | Yes | Yes | Yes | Yes |
+| Events | Yes | Yes | Yes | Yes | Yes |
+| Notes | Yes | Yes | Yes | Yes | — |
+| Users | Yes | — | — | — | — |
+| Activity | Yes | — | — | — | — |
+| Categories | Yes | — | — | — | — |
+
+------------------------------------------------------------------------
+
+## Use with AI Coding Agents
+
+wealthbox-cli ships with a [Claude Code](https://claude.ai/download) skill that lets AI agents manage your CRM through natural language. Instead of memorizing CLI flags, just describe what you want:
+
+```
+/wealthbox-crm create a contact for Jane Doe, she's a new prospect
+/wealthbox-crm list my tasks due this week
+/wealthbox-crm add a note to contact 123 about today's meeting
+/wealthbox-crm find all contacts tagged "VIP" and export to CSV
+```
+
+The skill translates your intent into the correct `wbox` commands, handles flag construction, and validates inputs — making it ideal for advisors who want CRM automation without learning CLI syntax.
+
+### Install the skill
+
+Download the skill directly from GitHub into your Claude Code skills directory:
+
+**macOS/Linux:**
+```bash
+git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git /tmp/wealthbox-cli \
+  && cp -r /tmp/wealthbox-cli/docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm \
+  && rm -rf /tmp/wealthbox-cli
+```
+
+**Windows (PowerShell):**
+```powershell
+git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git $env:TEMP\wealthbox-cli
+Copy-Item -Recurse $env:TEMP\wealthbox-cli\docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
+Remove-Item -Recurse -Force $env:TEMP\wealthbox-cli
+```
+
+**Windows (Command Prompt):**
+```cmd
+git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git %TEMP%\wealthbox-cli
+xcopy /E /I %TEMP%\wealthbox-cli\docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
+rmdir /S /Q %TEMP%\wealthbox-cli
+```
+
+If you already have the repo cloned, just copy from your local checkout:
+
+**macOS/Linux:**
+```bash
+cp -r docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm
+```
+
+**Windows (PowerShell):**
+```powershell
+Copy-Item -Recurse docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
+```
+
+**Windows (Command Prompt):**
+```cmd
+xcopy /E /I docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
+```
+
+### Firm-specific configuration
+
+Customize the skill for your firm's defaults, required fields, and naming conventions:
+
+**macOS/Linux:**
+```bash
+cp ~/.claude/skills/wealthbox-crm/firm-config.example.md ~/.claude/skills/wealthbox-crm/firm-config.md
+```
+
+**Windows (PowerShell):**
+```powershell
+Copy-Item $env:USERPROFILE\.claude\skills\wealthbox-crm\firm-config.example.md $env:USERPROFILE\.claude\skills\wealthbox-crm\firm-config.md
+```
+
+**Windows (Command Prompt):**
+```cmd
+copy %USERPROFILE%\.claude\skills\wealthbox-crm\firm-config.example.md %USERPROFILE%\.claude\skills\wealthbox-crm\firm-config.md
+```
+
+Edit `firm-config.md` with your firm's conventions. The agent will then apply them automatically — for example, always tagging new contacts with your firm name, setting default contact types, or running multi-step onboarding workflows.
+
+### Works with other agents too
+
+The `wbox` CLI is a standard command-line tool. Any AI coding agent that can execute shell commands — [Claude Code](https://claude.ai/download), [GitHub Copilot CLI](https://githubnext.com/projects/copilot-cli), [Cursor](https://cursor.sh/), or custom agent frameworks — can use it to read and write Wealthbox data. The included skill just makes Claude Code aware of the full command surface.
+
+------------------------------------------------------------------------
+
+## Architecture
+
+```
+src/wealthbox_tools/
+    cli/        # Typer commands — user-facing, delegates to client
+    client/     # Async HTTP client built from mixins
+    models/     # Pydantic v2 models for input validation
+```
+
+Built with [Typer](https://typer.tiangolo.com/), [httpx](https://www.python-httpx.org/), and [Pydantic v2](https://docs.pydantic.dev/). See [Contributing](https://massive-value.github.io/wealthbox-cli/contributing/) for the full architecture guide and how to add new resources.
+
+------------------------------------------------------------------------
+
+## Contributing
+
+```bash
+git clone https://github.com/massive-value/wealthbox-cli
+cd wealthbox-cli
+python -m venv .venv
+```
+
+Activate the virtual environment:
+
+| Platform | Command |
+|----------|---------|
+| macOS/Linux | `source .venv/bin/activate` |
+| Windows (PowerShell) | `.venv\Scripts\Activate.ps1` |
+| Windows (Command Prompt) | `.venv\Scripts\activate.bat` |
+
+Then install and test:
+
+```bash
+pip install -e ".[dev]"
+pytest
+```
+
+See [CONTRIBUTING.md](CONTRIBUTING.md) for the full guide.
+
+------------------------------------------------------------------------
+
+## Troubleshooting
+
+**401 Unauthorized** — Check your API token. Run `wbox config show` to verify.
+
+**Date format errors** — Use ISO 8601: `"2026-04-01T10:00:00-07:00"` or `"2026-04-01T10:00:00Z"`. Date-only fields use `"YYYY-MM-DD"`.
+
+**Writes appear to succeed but nothing changed** — Some category-constrained writes silently no-op. Check valid values first with `wbox contacts categories contact-types`.
+
+------------------------------------------------------------------------
+
+## Disclaimer
+
+This is an **unofficial, community-built** tool. It is not affiliated with, endorsed by,
+or supported by Wealthbox or its parent company. "Wealthbox" is a trademark of its
+respective owner. Use of this tool is subject to the [Wealthbox API Terms of Service](https://dev.wealthbox.com).
+
+------------------------------------------------------------------------
+
+## License
+
+Apache 2.0 — see [LICENSE](LICENSE).

wealthbox_cli-1.0.4/README.md

@@ -0,0 +1,225 @@
+# Wealthbox CLI — Command-Line Client for the Wealthbox CRM API
+
+[![PyPI version](https://img.shields.io/pypi/v/wealthbox-cli)](https://pypi.org/project/wealthbox-cli/)
+[![Downloads](https://img.shields.io/pypi/dm/wealthbox-cli)](https://pypi.org/project/wealthbox-cli/)
+[![Python 3.11+](https://img.shields.io/badge/python-3.11%2B-blue)](https://www.python.org/downloads/)
+[![CI](https://img.shields.io/github/actions/workflow/status/massive-value/wealthbox-cli/ci.yml?label=CI)](https://github.com/massive-value/wealthbox-cli/actions/workflows/ci.yml)
+[![License](https://img.shields.io/badge/license-Apache%202.0-blue.svg)](LICENSE)
+
+**wealthbox-cli** (`wbox`) is a command-line tool and Python client library for the [Wealthbox CRM](https://www.wealthbox.com/) API. It gives financial advisors, developers, and RIA firms full CRUD access to contacts, tasks, events, notes, households, and more — directly from the terminal. Automate your CRM workflows, export data, and integrate Wealthbox into scripts and CI pipelines.
+
+[Documentation](https://massive-value.github.io/wealthbox-cli/) | [PyPI](https://pypi.org/project/wealthbox-cli/) | [Changelog](https://massive-value.github.io/wealthbox-cli/changelog/) | [Wealthbox CRM](https://www.wealthbox.com/) | [Wealthbox API Docs](https://dev.wealthbox.com)
+
+> **Disclaimer:** This is an unofficial, community-built tool. It is not affiliated with,
+> endorsed by, or supported by Wealthbox or its parent company. "Wealthbox" is a trademark
+> of its respective owner.
+
+------------------------------------------------------------------------
+
+## Why Use wealthbox-cli?
+
+- **No coding required** — structured CLI flags replace raw JSON and cURL commands
+- **Automate CRM workflows** — script bulk updates, data exports, and scheduled tasks
+- **Multiple output formats** — pipe JSON, CSV, or TSV directly to files or other tools
+- **Built for financial advisors and developers** — covers contacts, households, tasks, events, notes, categories, and custom fields
+- **AI-agent ready** — pair with [Claude Code](https://claude.ai/download) or other coding agents for natural-language CRM automation
+- **Open source** — Apache 2.0 licensed, community-driven, and extensible
+
+------------------------------------------------------------------------
+
+## Quick Start
+
+```bash
+pip install wealthbox-cli
+wbox config set-token        # paste your Wealthbox API token (masked)
+wbox me                      # verify connection
+```
+
+See the [Getting Started](https://massive-value.github.io/wealthbox-cli/getting-started/) guide for pipx install, environment variable auth, and other options.
+
+------------------------------------------------------------------------
+
+## Usage Examples
+
+```bash
+# List contacts as a table
+wbox contacts list --format table
+
+# Create a new client contact
+wbox contacts add person --first-name Jane --last-name Doe --contact-type Client
+
+# Export tasks to CSV
+wbox tasks list --format csv > tasks.csv
+
+# Create a task linked to a contact
+wbox tasks add "Follow up call" --due-date "2026-04-10T09:00:00-07:00" --contact 12345
+
+# Add a meeting note
+wbox notes add "Discussed retirement plan" --contact 12345
+
+# Schedule an event
+wbox events add "Annual Review" --starts-at "2026-05-01T10:00:00-07:00" --ends-at "2026-05-01T11:00:00-07:00"
+```
+
+For the full command list, see the [CLI Reference](https://massive-value.github.io/wealthbox-cli/cli-reference/).
+
+------------------------------------------------------------------------
+
+## Supported Resources
+
+| Resource | List | Get | Create | Update | Delete |
+|----------|:----:|:---:|:------:|:------:|:------:|
+| Contacts | Yes | Yes | Yes | Yes | Yes |
+| Households | Yes | Yes | Yes | Yes | Yes |
+| Tasks | Yes | Yes | Yes | Yes | Yes |
+| Events | Yes | Yes | Yes | Yes | Yes |
+| Notes | Yes | Yes | Yes | Yes | — |
+| Users | Yes | — | — | — | — |
+| Activity | Yes | — | — | — | — |
+| Categories | Yes | — | — | — | — |
+
+------------------------------------------------------------------------
+
+## Use with AI Coding Agents
+
+wealthbox-cli ships with a [Claude Code](https://claude.ai/download) skill that lets AI agents manage your CRM through natural language. Instead of memorizing CLI flags, just describe what you want:
+
+```
+/wealthbox-crm create a contact for Jane Doe, she's a new prospect
+/wealthbox-crm list my tasks due this week
+/wealthbox-crm add a note to contact 123 about today's meeting
+/wealthbox-crm find all contacts tagged "VIP" and export to CSV
+```
+
+The skill translates your intent into the correct `wbox` commands, handles flag construction, and validates inputs — making it ideal for advisors who want CRM automation without learning CLI syntax.
+
+### Install the skill
+
+Download the skill directly from GitHub into your Claude Code skills directory:
+
+**macOS/Linux:**
+```bash
+git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git /tmp/wealthbox-cli \
+  && cp -r /tmp/wealthbox-cli/docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm \
+  && rm -rf /tmp/wealthbox-cli
+```
+
+**Windows (PowerShell):**
+```powershell
+git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git $env:TEMP\wealthbox-cli
+Copy-Item -Recurse $env:TEMP\wealthbox-cli\docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
+Remove-Item -Recurse -Force $env:TEMP\wealthbox-cli
+```
+
+**Windows (Command Prompt):**
+```cmd
+git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git %TEMP%\wealthbox-cli
+xcopy /E /I %TEMP%\wealthbox-cli\docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
+rmdir /S /Q %TEMP%\wealthbox-cli
+```
+
+If you already have the repo cloned, just copy from your local checkout:
+
+**macOS/Linux:**
+```bash
+cp -r docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm
+```
+
+**Windows (PowerShell):**
+```powershell
+Copy-Item -Recurse docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
+```
+
+**Windows (Command Prompt):**
+```cmd
+xcopy /E /I docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
+```
+
+### Firm-specific configuration
+
+Customize the skill for your firm's defaults, required fields, and naming conventions:
+
+**macOS/Linux:**
+```bash
+cp ~/.claude/skills/wealthbox-crm/firm-config.example.md ~/.claude/skills/wealthbox-crm/firm-config.md
+```
+
+**Windows (PowerShell):**
+```powershell
+Copy-Item $env:USERPROFILE\.claude\skills\wealthbox-crm\firm-config.example.md $env:USERPROFILE\.claude\skills\wealthbox-crm\firm-config.md
+```
+
+**Windows (Command Prompt):**
+```cmd
+copy %USERPROFILE%\.claude\skills\wealthbox-crm\firm-config.example.md %USERPROFILE%\.claude\skills\wealthbox-crm\firm-config.md
+```
+
+Edit `firm-config.md` with your firm's conventions. The agent will then apply them automatically — for example, always tagging new contacts with your firm name, setting default contact types, or running multi-step onboarding workflows.
+
+### Works with other agents too
+
+The `wbox` CLI is a standard command-line tool. Any AI coding agent that can execute shell commands — [Claude Code](https://claude.ai/download), [GitHub Copilot CLI](https://githubnext.com/projects/copilot-cli), [Cursor](https://cursor.sh/), or custom agent frameworks — can use it to read and write Wealthbox data. The included skill just makes Claude Code aware of the full command surface.
+
+------------------------------------------------------------------------
+
+## Architecture
+
+```
+src/wealthbox_tools/
+    cli/        # Typer commands — user-facing, delegates to client
+    client/     # Async HTTP client built from mixins
+    models/     # Pydantic v2 models for input validation
+```
+
+Built with [Typer](https://typer.tiangolo.com/), [httpx](https://www.python-httpx.org/), and [Pydantic v2](https://docs.pydantic.dev/). See [Contributing](https://massive-value.github.io/wealthbox-cli/contributing/) for the full architecture guide and how to add new resources.
+
+------------------------------------------------------------------------
+
+## Contributing
+
+```bash
+git clone https://github.com/massive-value/wealthbox-cli
+cd wealthbox-cli
+python -m venv .venv
+```
+
+Activate the virtual environment:
+
+| Platform | Command |
+|----------|---------|
+| macOS/Linux | `source .venv/bin/activate` |
+| Windows (PowerShell) | `.venv\Scripts\Activate.ps1` |
+| Windows (Command Prompt) | `.venv\Scripts\activate.bat` |
+
+Then install and test:
+
+```bash
+pip install -e ".[dev]"
+pytest
+```
+
+See [CONTRIBUTING.md](CONTRIBUTING.md) for the full guide.
+
+------------------------------------------------------------------------
+
+## Troubleshooting
+
+**401 Unauthorized** — Check your API token. Run `wbox config show` to verify.
+
+**Date format errors** — Use ISO 8601: `"2026-04-01T10:00:00-07:00"` or `"2026-04-01T10:00:00Z"`. Date-only fields use `"YYYY-MM-DD"`.
+
+**Writes appear to succeed but nothing changed** — Some category-constrained writes silently no-op. Check valid values first with `wbox contacts categories contact-types`.
+
+------------------------------------------------------------------------
+
+## Disclaimer
+
+This is an **unofficial, community-built** tool. It is not affiliated with, endorsed by,
+or supported by Wealthbox or its parent company. "Wealthbox" is a trademark of its
+respective owner. Use of this tool is subject to the [Wealthbox API Terms of Service](https://dev.wealthbox.com).
+
+------------------------------------------------------------------------
+
+## License
+
+Apache 2.0 — see [LICENSE](LICENSE).