wealthbox-cli 1.0.4__tar.gz → 1.1.1__tar.gz

{wealthbox_cli-1.0.4 → wealthbox_cli-1.1.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wealthbox-cli
-Version: 1.0.4
+Version: 1.1.1
 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/
@@ -123,83 +123,57 @@ For the full command list, see the [CLI Reference](https://massive-value.github.
 
 ## 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-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:
 
 ```
-/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
+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 — making it ideal for advisors who want CRM automation without learning CLI syntax.
+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 the skill
+### Install
 
-Download the skill directly from GitHub into your Claude Code skills directory:
+One command, same on every OS:
 
-**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
+pip install wealthbox-cli
+wbox config set-token        # paste your Wealthbox API token
+wbox skills install          # interactive: pick Claude Code, Codex, or both
 ```
 
-**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
-```
+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.
 
-**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
-```
+### First agent run bootstraps itself
 
-If you already have the repo cloned, just copy from your local checkout:
+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.
 
-**macOS/Linux:**
-```bash
-cp -r docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm
-```
+### Refresh after firm changes
 
-**Windows (PowerShell):**
-```powershell
-Copy-Item -Recurse docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
-```
+If your firm adds or renames category values, custom fields, or users:
 
-**Windows (Command Prompt):**
-```cmd
-xcopy /E /I docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
+```bash
+wbox skills refresh
 ```
 
-### Firm-specific configuration
+This updates the generated half of the skill's firm files; hand-edited policy is preserved.
 
-Customize the skill for your firm's defaults, required fields, and naming conventions:
+### Other commands
 
-**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
+wbox skills list             # show where the skill is installed + last bootstrap time
+wbox skills doctor           # diagnose install state + token
+wbox skills sync             # copy firm/ from one install to others (Claude Code <-> Codex)
+wbox skills uninstall        # remove the skill
 ```
 
-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.
+`wbox skills sync` is useful if you maintain firm conventions in one platform's install (e.g., your Claude Code user scope) and want the same `firm/` files mirrored to Codex or to a project-scoped `.claude/skills/` folder. The command runs as a wizard by default; pass `--source`, `--target`, and `--yes` for non-interactive use.
 
 ### 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.
+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.
 
 ------------------------------------------------------------------------
 

{wealthbox_cli-1.0.4 → wealthbox_cli-1.1.1}/README.md

@@ -82,83 +82,57 @@ For the full command list, see the [CLI Reference](https://massive-value.github.
 
 ## 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-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:
 
 ```
-/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
+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 — making it ideal for advisors who want CRM automation without learning CLI syntax.
+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 the skill
+### Install
 
-Download the skill directly from GitHub into your Claude Code skills directory:
+One command, same on every OS:
 
-**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
+pip install wealthbox-cli
+wbox config set-token        # paste your Wealthbox API token
+wbox skills install          # interactive: pick Claude Code, Codex, or both
 ```
 
-**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
-```
+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.
 
-**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
-```
+### First agent run bootstraps itself
 
-If you already have the repo cloned, just copy from your local checkout:
+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.
 
-**macOS/Linux:**
-```bash
-cp -r docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm
-```
+### Refresh after firm changes
 
-**Windows (PowerShell):**
-```powershell
-Copy-Item -Recurse docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
-```
+If your firm adds or renames category values, custom fields, or users:
 
-**Windows (Command Prompt):**
-```cmd
-xcopy /E /I docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
+```bash
+wbox skills refresh
 ```
 
-### Firm-specific configuration
+This updates the generated half of the skill's firm files; hand-edited policy is preserved.
 
-Customize the skill for your firm's defaults, required fields, and naming conventions:
+### Other commands
 
-**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
+wbox skills list             # show where the skill is installed + last bootstrap time
+wbox skills doctor           # diagnose install state + token
+wbox skills sync             # copy firm/ from one install to others (Claude Code <-> Codex)
+wbox skills uninstall        # remove the skill
 ```
 
-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.
+`wbox skills sync` is useful if you maintain firm conventions in one platform's install (e.g., your Claude Code user scope) and want the same `firm/` files mirrored to Codex or to a project-scoped `.claude/skills/` folder. The command runs as a wizard by default; pass `--source`, `--target`, and `--yes` for non-interactive use.
 
 ### 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.
+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.
 
 ------------------------------------------------------------------------
 

{wealthbox_cli-1.0.4 → wealthbox_cli-1.1.1}/mkdocs.yml

@@ -40,7 +40,6 @@ plugins:
 
 exclude_docs: |
   promotion.md
-  skills/
 
 markdown_extensions:
   - attr_list

{wealthbox_cli-1.0.4 → wealthbox_cli-1.1.1}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "wealthbox-cli"
-version = "1.0.4"
+version = "1.1.1"
 description = "CLI and client library for the Wealthbox CRM API"
 readme = "README.md"
 requires-python = ">=3.11"

wealthbox_cli-1.1.1/src/wealthbox_tools/cli/_skill_bootstrap.py

@@ -0,0 +1,253 @@
+from __future__ import annotations
+
+import json
+from datetime import datetime, timezone
+from pathlib import Path
+from typing import Any
+
+
+def _escape(s: str) -> str:
+    """Escape characters that would break a markdown table cell."""
+    return s.replace("|", "\\|").replace("\n", " ")
+
+
+def _md_table(headers: list[str], rows: list[list[str]]) -> str:
+    if not rows:
+        return "(no values)\n"
+    out = ["| " + " | ".join(headers) + " |"]
+    out.append("| " + " | ".join("---" for _ in headers) + " |")
+    for row in rows:
+        out.append("| " + " | ".join(_escape(str(c)) for c in row) + " |")
+    return "\n".join(out) + "\n"
+
+
+def render_categories_md(fetched: dict[str, list[dict[str, Any]]]) -> str:
+    """Render every category type + its values as one markdown doc."""
+    sections = [
+        "# Firm Categories\n",
+        "_Generated by `wbox skills bootstrap`. Refresh with `wbox skills refresh`._\n",
+    ]
+    for type_name in sorted(fetched):
+        sections.append(f"## {type_name}\n")
+        values = fetched[type_name]
+        rows = [[str(v.get("id", "")), str(v.get("name", ""))] for v in values]
+        sections.append(_md_table(["id", "name"], rows))
+    return "\n".join(sections)
+
+
+def render_custom_fields_md(fetched: dict[str, list[dict[str, Any]]]) -> str:
+    """Render custom fields grouped by document type with valid options inline."""
+    sections = [
+        "# Firm Custom Fields\n",
+        "_Generated by `wbox skills bootstrap`. Refresh with `wbox skills refresh`._\n",
+    ]
+    for doc_type in sorted(fetched):
+        sections.append(f"## {doc_type}\n")
+        fields = fetched[doc_type]
+        rows: list[list[str]] = []
+        for f in fields:
+            options = f.get("options") or []
+            option_names = (
+                ", ".join(o.get("label") or o.get("name", "") for o in options)
+                if options else "-"
+            )
+            rows.append(
+                [
+                    str(f.get("id", "")),
+                    str(f.get("name", "")),
+                    str(f.get("field_type", "")),
+                    option_names,
+                ]
+            )
+        sections.append(_md_table(["id", "name", "type", "options"], rows))
+    return "\n".join(sections)
+
+
+def render_users_md(users: list[dict[str, Any]]) -> str:
+    sections = [
+        "# Firm Users\n",
+        "_Generated by `wbox skills bootstrap`. Refresh with `wbox skills refresh`._\n",
+    ]
+    rows = [
+        [str(u.get("id", "")), str(u.get("name", "")), str(u.get("email", ""))]
+        for u in users
+    ]
+    if not rows:
+        sections.append("(no users)\n")
+    else:
+        sections.append(_md_table(["id", "name", "email"], rows))
+    return "\n".join(sections)
+
+
+# --------------------------------------------------------------------------- #
+# Stubs + meta.json                                                            #
+# --------------------------------------------------------------------------- #
+
+FIRM_README = """# firm/ — Firm Customizations
+
+This folder holds everything the agent needs to know about your firm's
+Wealthbox conventions.
+
+## Generated files (overwritten by `wbox skills refresh`)
+
+- `_meta.json` — refresh timestamps, firm identity, CLI version
+- `categories.md` — every category type + valid values
+- `custom-fields.md` — custom fields per document type + valid values
+- `users.md` — user id → name → email
+
+## Hand-edited files (never overwritten)
+
+- `contacts.md`, `tasks.md`, `notes.md`, `events.md`,
+  `opportunities.md`, `projects.md`, `workflows.md`
+
+Each hand-edited file has a matching example at `../firm-examples/<name>`.
+"""
+
+
+def _stub(resource: str) -> str:
+    return (
+        f"# firm/{resource} — Firm Policy\n\n"
+        f"_Stub — first-run bootstrap will populate this via the agent._\n\n"
+        f"See `firm-examples/{resource}` for a filled-in reference.\n\n"
+        f"TODO: capture firm policy for {resource[:-3]} here.\n"
+    )
+
+
+STUB_CONTENTS: dict[str, str] = {
+    "contacts.md": _stub("contacts.md"),
+    "tasks.md": _stub("tasks.md"),
+    "notes.md": _stub("notes.md"),
+    "events.md": _stub("events.md"),
+    "opportunities.md": _stub("opportunities.md"),
+    "projects.md": _stub("projects.md"),
+    "workflows.md": _stub("workflows.md"),
+}
+
+
+def write_stubs(firm_dir: Path) -> list[str]:
+    """Write stub files that don't already exist. Returns list of names written."""
+    written: list[str] = []
+    for name, body in STUB_CONTENTS.items():
+        path = firm_dir / name
+        if path.exists():
+            continue
+        path.write_text(body, encoding="utf-8")
+        written.append(name)
+    readme = firm_dir / "_README.md"
+    if not readme.exists():
+        readme.write_text(FIRM_README, encoding="utf-8")
+    return written
+
+
+def write_meta_json(
+    firm_dir: Path,
+    *,
+    generated_files: list[str],
+    firm_identity: dict[str, Any],
+    cli_version: str,
+) -> None:
+    now = datetime.now(timezone.utc).isoformat()
+    meta = {
+        "firm": firm_identity,
+        "cli_version": cli_version,
+        "files": {name: now for name in generated_files},
+    }
+    (firm_dir / "_meta.json").write_text(
+        json.dumps(meta, indent=2) + "\n", encoding="utf-8"
+    )
+
+
+# --------------------------------------------------------------------------- #
+# Orchestrator                                                                 #
+# --------------------------------------------------------------------------- #
+
+import asyncio  # noqa: E402
+from dataclasses import dataclass  # noqa: E402
+from importlib.metadata import version as _pkg_version  # noqa: E402
+
+from wealthbox_tools.client import WealthboxClient  # noqa: E402
+from wealthbox_tools.models import CategoryListQuery, CategoryType, DocumentType  # noqa: E402
+
+
+@dataclass
+class BootstrapResult:
+    skill_dir: Path
+    wrote_generated: list[str]
+    wrote_stubs: int
+    firm_identity: dict[str, Any]
+
+
+async def _fetch_all(
+    client: WealthboxClient,
+) -> tuple[dict[str, list[dict[str, Any]]], dict[str, list[dict[str, Any]]], list[dict[str, Any]], dict[str, Any]]:
+    categories: dict[str, list[dict[str, Any]]] = {}
+    for ct in CategoryType:
+        if ct is CategoryType.CUSTOM_FIELDS:
+            continue
+        resp = await client.list_categories(ct)
+        categories[ct.value] = resp.get(ct.value, [])
+
+    custom_fields: dict[str, list[dict[str, Any]]] = {}
+    for dt in DocumentType:
+        resp = await client.list_categories(
+            CategoryType.CUSTOM_FIELDS,
+            CategoryListQuery(document_type=dt),
+        )
+        custom_fields[dt.value] = resp.get("custom_fields", [])
+
+    users_resp = await client.list_users()
+    users = users_resp.get("users", [])
+
+    me = await client.get_me()
+    accounts = me.get("accounts") or []
+    primary_account = accounts[0] if accounts else {}
+    firm = {
+        "id": primary_account.get("id"),
+        "name": primary_account.get("name"),
+        "user_id": me.get("id"),
+        "user_name": me.get("name"),
+    }
+    return categories, custom_fields, users, firm
+
+
+def bootstrap_skill_dir(
+    skill_dir: Path,
+    *,
+    token: str | None,
+    generated_only: bool,
+) -> BootstrapResult:
+    firm_dir = skill_dir / "firm"
+    firm_dir.mkdir(parents=True, exist_ok=True)
+
+    async def _run() -> tuple[dict, dict, list, dict]:
+        async with WealthboxClient(token=token) as client:
+            return await _fetch_all(client)
+
+    categories, custom_fields, users, firm_identity = asyncio.run(_run())
+
+    (firm_dir / "categories.md").write_text(render_categories_md(categories), encoding="utf-8")
+    (firm_dir / "custom-fields.md").write_text(render_custom_fields_md(custom_fields), encoding="utf-8")
+    (firm_dir / "users.md").write_text(render_users_md(users), encoding="utf-8")
+
+    generated = ["categories.md", "custom-fields.md", "users.md"]
+    write_meta_json(
+        firm_dir,
+        generated_files=generated,
+        firm_identity=firm_identity,
+        cli_version=_pkg_version("wealthbox-cli"),
+    )
+
+    wrote_stubs = 0
+    if not generated_only:
+        wrote_stubs = len(write_stubs(firm_dir))
+    else:
+        readme = firm_dir / "_README.md"
+        if not readme.exists():
+            readme.write_text(FIRM_README, encoding="utf-8")
+
+    return BootstrapResult(
+        skill_dir=skill_dir,
+        wrote_generated=generated,
+        wrote_stubs=wrote_stubs,
+        firm_identity=firm_identity,
+    )

wealthbox_cli-1.1.1/src/wealthbox_tools/cli/_skill_platforms.py

@@ -0,0 +1,96 @@
+from __future__ import annotations
+
+import shutil
+from dataclasses import dataclass
+from pathlib import Path
+
+
+@dataclass(frozen=True)
+class Platform:
+    id: str
+    label: str
+    root_dir: Path
+    skill_filename: str
+    requires_project_cwd: bool
+
+
+def _home() -> Path:
+    return Path.home()
+
+
+def detect_platforms() -> list[Platform]:
+    home = _home()
+    cwd = Path.cwd()
+    return [
+        Platform(
+            id="claude-code-user",
+            label="Claude Code (user)",
+            root_dir=home / ".claude" / "skills",
+            skill_filename="SKILL.md",
+            requires_project_cwd=False,
+        ),
+        Platform(
+            id="claude-code-project",
+            label="Claude Code (current project)",
+            root_dir=cwd / ".claude" / "skills",
+            skill_filename="SKILL.md",
+            requires_project_cwd=True,
+        ),
+        Platform(
+            id="codex",
+            label="Codex",
+            root_dir=home / ".codex" / "skills",
+            skill_filename="AGENTS.md",
+            requires_project_cwd=False,
+        ),
+    ]
+
+
+def skill_dir(platform: Platform) -> Path:
+    return platform.root_dir / "wealthbox-crm"
+
+
+class SkillInstallError(Exception):
+    """Raised when a skill install/uninstall cannot proceed safely."""
+
+
+def is_installed(platform: Platform) -> bool:
+    dest = skill_dir(platform)
+    return dest.is_dir() and (dest / platform.skill_filename).is_file()
+
+
+def install_skill(platform: Platform, src: Path, *, force: bool) -> None:
+    dest = skill_dir(platform)
+    if dest.exists() and not force:
+        raise SkillInstallError(
+            f"Skill already installed at {dest} (use --force to overwrite)"
+        )
+    if dest.exists():
+        _safe_rmtree(platform, dest)
+    dest.parent.mkdir(parents=True, exist_ok=True)
+    shutil.copytree(src, dest)
+    if platform.skill_filename != "SKILL.md":
+        skill_md = dest / "SKILL.md"
+        if skill_md.exists():
+            skill_md.rename(dest / platform.skill_filename)
+
+
+def uninstall_skill(platform: Platform) -> None:
+    dest = skill_dir(platform)
+    if not dest.exists():
+        return
+    _safe_rmtree(platform, dest)
+
+
+def _safe_rmtree(platform: Platform, target: Path) -> None:
+    root = platform.root_dir.resolve()
+    try:
+        resolved = target.resolve(strict=True)
+    except FileNotFoundError:
+        return
+    # Guard: resolved target must sit inside resolved root AND end with "wealthbox-crm".
+    if resolved.name != "wealthbox-crm" or root not in resolved.parents:
+        raise SkillInstallError(
+            f"refusing to remove {resolved}: not a standard skill path under {root}"
+        )
+    shutil.rmtree(resolved)

{wealthbox_cli-1.0.4 → wealthbox_cli-1.1.1}/src/wealthbox_tools/cli/config.py

@@ -11,13 +11,25 @@ app = typer.Typer(
 )
 
 
-@app.command("set-token", help="Store your Wealthbox API token.")
+@app.command(
+    "set-token",
+    help=(
+        "Store your Wealthbox API token. Get one at https://dev.wealthbox.com "
+        "(Settings -> API Access -> Access Tokens)."
+    ),
+)
 def set_token(
-    token: str = typer.Option(
-        ..., prompt="Wealthbox API token", hide_input=True,
+    token: str | None = typer.Option(
+        None, "--token",
         help="API token (will prompt if not provided)",
     ),
 ) -> None:
+    if token is None:
+        typer.echo(
+            "Find your token at https://dev.wealthbox.com "
+            "(Settings -> API Access -> Access Tokens)"
+        )
+        token = typer.prompt("Wealthbox API token", hide_input=True)
     config = load_config()
     config["token"] = token
     save_config(config)

{wealthbox_cli-1.0.4 → wealthbox_cli-1.1.1}/src/wealthbox_tools/cli/main.py

@@ -14,6 +14,7 @@ from .me import app as me_app
 from .notes import app as notes_app
 from .opportunities import app as opportunities_app
 from .projects import app as projects_app
+from .skills import app as skills_app
 from .tasks import app as tasks_app
 from .users import app as users_app
 from .workflows import app as workflows_app
@@ -44,6 +45,7 @@ app.add_typer(me_app, name="me")
 app.add_typer(notes_app, name="notes")
 app.add_typer(opportunities_app, name="opportunities")
 app.add_typer(projects_app, name="projects")
+app.add_typer(skills_app, name="skills")
 app.add_typer(tasks_app, name="tasks")
 app.add_typer(users_app, name="users")
 app.add_typer(workflows_app, name="workflows")