wealthbox-cli 1.0.3__tar.gz → 1.1.0__tar.gz

{wealthbox_cli-1.0.3 → wealthbox_cli-1.1.0}/.github/workflows/docs.yml

@@ -23,6 +23,7 @@ jobs:
         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:

wealthbox_cli-1.0.3/docs/contributing.md → wealthbox_cli-1.1.0/CONTRIBUTING.md

@@ -10,14 +10,23 @@ Thank you for your interest in contributing to **wealthbox-cli**!
 git clone https://github.com/massive-value/wealthbox-cli
 cd wealthbox-cli
 python -m venv .venv
-source .venv/bin/activate  # macOS/Linux
-# OR
-.venv\Scripts\activate     # Windows
+```
+
+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:
+Configure your Wealthbox API token (optional — tests don't require a real token):
 
 ```bash
 wbox config set-token

wealthbox_cli-1.1.0/PKG-INFO

@@ -0,0 +1,237 @@
+Metadata-Version: 2.4
+Name: wealthbox-cli
+Version: 1.1.0
+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 skill for [Claude Code](https://claude.ai/download) and [Codex](https://openai.com/codex) that lets AI agents manage your CRM through natural language. Instead of memorizing CLI flags, just describe what you want:
+
+```
+create a contact for Jane Doe, she's a new prospect
+list my tasks due this week
+add a note to contact 123 about today's meeting
+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 — ideal for advisors who want CRM automation without learning CLI syntax.
+
+### Install
+
+One command, same on every OS:
+
+```bash
+pip install wealthbox-cli
+wbox config set-token        # paste your Wealthbox API token
+wbox skills install          # interactive: pick Claude Code, Codex, or both
+```
+
+The installer asks which platforms to target, copies the skill into the right directory (`~/.claude/skills/` for Claude Code, `~/.codex/skills/` for Codex — with `SKILL.md` renamed to `AGENTS.md` automatically), and offers to bootstrap your firm's customizations from the Wealthbox API.
+
+### First agent run bootstraps itself
+
+The first time an agent invokes the skill, it walks you through populating firm-specific conventions — category values, custom fields, users, defaults, required fields, household naming, named workflows. No further CLI commands needed. After that first run, the bootstrap artifacts self-delete from the skill.
+
+### Refresh after firm changes
+
+If your firm adds or renames category values, custom fields, or users:
+
+```bash
+wbox skills refresh
+```
+
+This updates the generated half of the skill's firm files; hand-edited policy is preserved.
+
+### Other commands
+
+```bash
+wbox skills list             # show where the skill is installed + last bootstrap time
+wbox skills doctor           # diagnose install state + token
+wbox skills uninstall        # remove the skill
+```
+
+### 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 bundled skill just makes Claude Code and Codex 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-1.1.0/README.md

@@ -0,0 +1,196 @@
+# 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 skill for [Claude Code](https://claude.ai/download) and [Codex](https://openai.com/codex) that lets AI agents manage your CRM through natural language. Instead of memorizing CLI flags, just describe what you want:
+
+```
+create a contact for Jane Doe, she's a new prospect
+list my tasks due this week
+add a note to contact 123 about today's meeting
+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 — ideal for advisors who want CRM automation without learning CLI syntax.
+
+### Install
+
+One command, same on every OS:
+
+```bash
+pip install wealthbox-cli
+wbox config set-token        # paste your Wealthbox API token
+wbox skills install          # interactive: pick Claude Code, Codex, or both
+```
+
+The installer asks which platforms to target, copies the skill into the right directory (`~/.claude/skills/` for Claude Code, `~/.codex/skills/` for Codex — with `SKILL.md` renamed to `AGENTS.md` automatically), and offers to bootstrap your firm's customizations from the Wealthbox API.
+
+### First agent run bootstraps itself
+
+The first time an agent invokes the skill, it walks you through populating firm-specific conventions — category values, custom fields, users, defaults, required fields, household naming, named workflows. No further CLI commands needed. After that first run, the bootstrap artifacts self-delete from the skill.
+
+### Refresh after firm changes
+
+If your firm adds or renames category values, custom fields, or users:
+
+```bash
+wbox skills refresh
+```
+
+This updates the generated half of the skill's firm files; hand-edited policy is preserved.
+
+### Other commands
+
+```bash
+wbox skills list             # show where the skill is installed + last bootstrap time
+wbox skills doctor           # diagnose install state + token
+wbox skills uninstall        # remove the skill
+```
+
+### 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 bundled skill just makes Claude Code and Codex 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-1.0.3 → wealthbox_cli-1.1.0}/SECURITY.md

@@ -4,7 +4,9 @@
 
 Please **do not** open a public GitHub issue for security vulnerabilities.
 
-Instead, email **dev.bluehorizon@gmail.com** with:
+Instead, use [GitHub's private vulnerability reporting](https://github.com/massive-value/wealthbox-cli/security/advisories/new) to submit your report. This keeps the details confidential until a fix is available.
+
+Include:
 
 - A description of the vulnerability
 - Steps to reproduce
@@ -16,9 +18,9 @@ You will receive a response within 5 business days. If the issue is confirmed, a
 
 Your Wealthbox API token grants access to your CRM data. Keep it safe:
 
-- **Never commit your token to version control.** Use `.env` (already in `.gitignore`) — see `.env.example` for the correct pattern.
+- **Never commit your token to version control.** Use `.env` (already in `.gitignore`) or `wbox config set-token` to store it securely.
 - **Never share your token** in issues, PRs, or chat.
-- If a token is accidentally exposed, regenerate it immediately in your Wealthbox account settings.
+- If a token is accidentally exposed, regenerate it immediately in your Wealthbox account settings under **Settings > API Access**.
 
 ## Scope
 

{wealthbox_cli-1.0.3 → wealthbox_cli-1.1.0}/docs/cli-reference.md

@@ -1,6 +1,6 @@
 # CLI Command Reference
 
-Full command reference for the `wbox` CLI. For project overview, installation, and configuration see the [root README](../README.md).
+Full command reference for the `wbox` CLI. For project overview, installation, and configuration see the [Getting Started](getting-started.md) guide.
 
 ------------------------------------------------------------------------
 

wealthbox_cli-1.1.0/docs/overrides/main.html

@@ -0,0 +1,5 @@
+{% extends "base.html" %}
+
+{% block extrahead %}
+  <meta name="google-site-verification" content="HNCnLPjyOH1a_NjFLsk1jzWwh2bqwwSkZPxuGDz8zRQ" />
+{% endblock %}

{wealthbox_cli-1.0.3 → wealthbox_cli-1.1.0}/mkdocs.yml

@@ -10,6 +10,7 @@ edit_uri: edit/main/docs/
 
 theme:
   name: material
+  custom_dir: docs/overrides
   palette:
     - media: "(prefers-color-scheme: light)"
       scheme: default
@@ -41,6 +42,7 @@ exclude_docs: |
   promotion.md
 
 markdown_extensions:
+  - attr_list
   - admonition
   - pymdownx.details
   - pymdownx.superfences

{wealthbox_cli-1.0.3 → wealthbox_cli-1.1.0}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "wealthbox-cli"
-version = "1.0.3"
+version = "1.1.0"
 description = "CLI and client library for the Wealthbox CRM API"
 readme = "README.md"
 requires-python = ">=3.11"