Every Conduyt endpoint as a command, plus send-safety, import forensics, report deltas and dialer coverage no other Conduyt surface has.
The terminal and MCP surface of an AI-native CRM. Mirror the whole API with agent-native output, keep a local SQLite copy for offline search and SQL, and reach for the compound commands (send-check, imports blame, reports scorecard, dialer coverage) that answer the questions the app spreads across several screens.
Learn more at Conduyt CRM.
Created by @ptaramona (Conduyt).
Contributors: @cathrynlavery (Cathryn Lavery).
Quick Start
# confirms the binary, config path and key wiring without a network call
conduyt-crm-pp-cli doctor --dry-run
# pulls the last week into the local store so search, sql and the compound commands work offline
conduyt-crm-pp-cli sync --resources contacts,deals --since 7d
# full-text search over the synced contacts
conduyt-crm-pp-cli search "acme" --type contacts --limit 5
# target versus actual per rep, the Monday question
conduyt-crm-pp-cli reports scorecard --range 30d --agent
# go/no-go before texting a list
conduyt-crm-pp-cli send-check --list 8f2c1a7e --agent
Unique Features
These capabilities aren't available in any other tool for this API.
Send safety
-
send-check — A go/no-go verdict for a send list before any SMS or drip: missing phones, unverified line types, invalid numbers and DNC hits in one table.
Run it before texting a list so an agent never repeats a Kloudi-style blast to landlines or opted-out numbers.
conduyt-crm-pp-cli send-check --list ea9fb7aa-7443-44c9-b206-32dbdd6b3c96 --limit 2000 --agent
-
imports blame — For one import job: who got the SMS, who was skipped and why, grouped by reason, including queued and exhausted side effects.
Use it after an import finishes to explain delivery outcomes per row instead of stitching four calls.
conduyt-crm-pp-cli imports blame 0f911935-c98a-450a-8e24-93bf21016bfd --json
-
imports watch — Blocks until an import job reaches a terminal state, then prints the created/updated/skipped/error recap with typed exit codes.
Reach for it when a pipeline must wait on an import and fail loudly when it does not land. Verification is scoped to the import job, not tenant-wide delivery activity.
conduyt-crm-pp-cli imports watch 0f911935-c98a-450a-8e24-93bf21016bfd --verify --interval 10s
-
contacts verify-line-type — Counts the unverified numbers in scope from the local store and shows the tenant-paid Twilio exposure before the paid verification loop runs.
Use it before spending on line-type verification, then drive the loop from the same command.
conduyt-crm-pp-cli contacts verify-line-type --estimate --smart-list ea9fb7aa-7443-44c9-b206-32dbdd6b3c96
Reports as commands
-
reports scorecard — Target versus actual per user and metric with attainment percent and pace to the end of the period.
Pick it when asked who is on pace, off pace, or how far from target a rep is.
conduyt-crm-pp-cli reports scorecard --period month --agent
-
reports compare — Any core report called for a window and the equal prior window, with prior, current, delta and delta percent on every numeric value.
Use it to explain why a number moved week over week without pulling both reports by hand.
conduyt-crm-pp-cli reports compare speed-to-lead --range 7d --json
-
automations hours-audit — Every Send SMS, Send Email and Assign step across synced automations, listed with or without an operating-hours window. With --published-only, summary.unpublished counts automations with no published audited actions.
Use it to confirm quiet-hours coverage after a publish or when compliance asks which steps can fire after hours.
conduyt-crm-pp-cli automations hours-audit --published-only --json
Dialer operations
-
dialer coverage — Priorities in dial order with queue depth per priority and the count of available agents; empty priorities are listed under empty_priorities with a warning (exit 0).
Run it before the floor starts to see what Smart Dialing will hand out next and where a priority has run dry.
conduyt-crm-pp-cli dialer coverage --limit 25 --agent
Recipes
Is this list safe to text?
conduyt-crm-pp-cli send-check --list 8f2c1a7e --agent
one table per contact with phone, line type, validity and DNC state, with a summary of blocked contacts (the verdict is in the data, exit 0)
Wait for the morning import, then explain it
conduyt-crm-pp-cli imports watch 3b9e4c2d --verify && conduyt-crm-pp-cli imports blame 3b9e4c2d --json
blocks until the job lands, then groups delivery outcomes by reason
Why did speed to lead move?
conduyt-crm-pp-cli reports compare speed-to-lead --range 7d --agent --select metric,prior,current,delta_pct
the equal prior window is computed for you and every numeric value carries its delta
Who is on pace this month?
conduyt-crm-pp-cli reports scorecard --range 30d --agent --select user,metric,target,actual,attainment_pct
targets joined to agent performance, narrowed to the columns an agent needs
What will the dialer hand out next?
conduyt-crm-pp-cli dialer coverage --agent
priorities in dial order with queue depth and available agents
Usage
Run conduyt-crm-pp-cli --help for the full command reference and flag list.
Paths & environment variables
This CLI separates local files into four path kinds:
| Kind | Contents |
|---|
config | User-editable settings such as config.toml and saved profiles |
data | Durable local data: credentials.toml, data.db, cookies, browser-session proof files, and other auth sidecars |
state | Runtime state such as persisted queries, jobs, and teach.log |
cache | Regenerable HTTP/cache files |
Each kind resolves independently. The ladder is:
- Per-kind env var:
CONDUYT_CRM_CONFIG_DIR, CONDUYT_CRM_DATA_DIR, CONDUYT_CRM_STATE_DIR, or CONDUYT_CRM_CACHE_DIR
--home <dir> for this invocationCONDUYT_CRM_HOME for a flat relocated root- XDG env vars:
XDG_CONFIG_HOME, XDG_DATA_HOME, XDG_STATE_HOME, XDG_CACHE_HOME
- Platform defaults matching existing installs
For containers and agent sandboxes, prefer a single relocated root:
export CONDUYT_CRM_HOME=/srv/conduyt-crm
conduyt-crm-pp-cli doctor
Under CONDUYT_CRM_HOME=/srv/conduyt-crm, the four dirs resolve to /srv/conduyt-crm/config, /srv/conduyt-crm/data, /srv/conduyt-crm/state, and /srv/conduyt-crm/cache.
MCP servers do not receive CLI flags from the host. Put relocation in the host env block:
{
"mcpServers": {
"conduyt-crm": {
"command": "conduyt-crm-pp-mcp",
"env": {
"CONDUYT_CRM_HOME": "/srv/conduyt-crm"
}
}
}
}
Precedence matters in fleets: an ambient per-kind variable such as CONDUYT_CRM_DATA_DIR overrides an explicit --home for that kind. Use CONDUYT_CRM_HOME or the per-kind variables for durable fleet relocation; treat --home as the weaker per-invocation lever.
Relocation is one-way. Unsetting CONDUYT_CRM_HOME does not move files back to platform defaults, and doctor cannot find credentials left under a former root. Move the files manually before unsetting relocation variables.
Existing installs keep working because the platform-default rung matches the legacy layout. On the first auth write, stored secrets leave config.toml and are consolidated into credentials.toml under the data directory. Run conduyt-crm-pp-cli doctor --fail-on warn to check path and credential-location warnings in automation.
Commands
account
Manage account
conduyt-crm-pp-cli account - List account readiness
account-exports
Manage account exports
conduyt-crm-pp-cli account-exports - List account-exports
accounts
Manage accounts
conduyt-crm-pp-cli accounts get - List accountsconduyt-crm-pp-cli accounts post - Create / invoke accounts
activities
Activity feed and logging
conduyt-crm-pp-cli activities create-activity - Log an activityconduyt-crm-pp-cli activities get-id - Get activities idconduyt-crm-pp-cli activities list - List activities
admin
Super-admin account management and impersonation
conduyt-crm-pp-cli admin clean-test-accounts - Delete test accountsconduyt-crm-pp-cli admin clean-test-data - Clean test data from the systemconduyt-crm-pp-cli admin impersonate - Impersonate a user (super-admin)conduyt-crm-pp-cli admin list-accounts - List all accounts (super-admin)conduyt-crm-pp-cli admin stop-impersonate - Stop impersonatingconduyt-crm-pp-cli admin toggle-comp - Toggle comp (free) status for an account
ai
AI-powered features (chat, email compose, contact enrichment)
conduyt-crm-pp-cli ai chat - AI chat assistantconduyt-crm-pp-cli ai compose-email - AI-assisted email compositionconduyt-crm-pp-cli ai deal-insights - AI-generated deal insights and recommendationsconduyt-crm-pp-cli ai enrich-contact - AI-powered contact data enrichmentconduyt-crm-pp-cli ai get-actions-runs-id - Get ai actions runs idconduyt-crm-pp-cli ai get-agenda - List ai agendaconduyt-crm-pp-cli ai get-daily-brief - List ai daily-briefconduyt-crm-pp-cli ai get-feed - List ai feedconduyt-crm-pp-cli ai get-insights - List ai insightsconduyt-crm-pp-cli ai get-next-actions - List ai next-actionsconduyt-crm-pp-cli ai get-usage - List ai usageconduyt-crm-pp-cli ai improve-email - AI-assisted email improvementconduyt-crm-pp-cli ai post-actions - Create / invoke ai actionsconduyt-crm-pp-cli ai post-actions-execute - Create / invoke ai actions executeconduyt-crm-pp-cli ai post-conversation-intelligence - Create / invoke ai conversation-intelligenceconduyt-crm-pp-cli ai post-insights - Create / invoke ai insightsconduyt-crm-pp-cli ai post-tasks - Create / invoke ai tasksconduyt-crm-pp-cli ai summarize-contact - AI-generated contact summary
api-keys
API key management
conduyt-crm-pp-cli api-keys check - Returns tier, scopes, rate limit, IP allowlist, and usage for the API key used on the request.conduyt-crm-pp-cli api-keys create - Returns the full key exactly once. Store it securely.conduyt-crm-pp-cli api-keys get-id - Get api-keys idconduyt-crm-pp-cli api-keys list - Returns API key metadata. Never returns the full key.conduyt-crm-pp-cli api-keys revoke - Revoke an API keyconduyt-crm-pp-cli api-keys update - Update key name, tier, scopes, IP allowlist, rate limit, and optional expiry. API-key auth cannot manage API keys.
api_search
Manage api search
conduyt-crm-pp-cli api-search - Global search across contacts, companies, and deals
appointments
Appointment scheduling
conduyt-crm-pp-cli appointments create - Create an appointmentconduyt-crm-pp-cli appointments delete - Delete an appointmentconduyt-crm-pp-cli appointments get - Get an appointment by IDconduyt-crm-pp-cli appointments list - List all appointmentsconduyt-crm-pp-cli appointments update - Update an appointment
automation-executions
Automation execution logs and step details
conduyt-crm-pp-cli automation-executions get - Get execution details by IDconduyt-crm-pp-cli automation-executions list - List automation execution logs
automation-folders
Manage automation folders
conduyt-crm-pp-cli automation-folders delete-id - Delete automation-folders idconduyt-crm-pp-cli automation-folders get - List automation-foldersconduyt-crm-pp-cli automation-folders patch-id - Update automation-folders idconduyt-crm-pp-cli automation-folders post - Create / invoke automation-folders
automations
Workflow automations (native + n8n), publishing, analytics
conduyt-crm-pp-cli automations create - Create an automationconduyt-crm-pp-cli automations create-from-template - Create automation from a templateconduyt-crm-pp-cli automations delete - Delete an automationconduyt-crm-pp-cli automations get - Get an automation by IDconduyt-crm-pp-cli automations get-failures - List automations failuresconduyt-crm-pp-cli automations get-failures-drilldown - List automations failures drilldownconduyt-crm-pp-cli automations get-resolve - List automations resolveconduyt-crm-pp-cli automations get-schema - List automations schemaconduyt-crm-pp-cli automations get-step-logs - List automations step-logsconduyt-crm-pp-cli automations list - List automationsconduyt-crm-pp-cli automations list-actions - List available automation actionsconduyt-crm-pp-cli automations list-condition-fields - List available condition fields for triggersconduyt-crm-pp-cli automations list-events - List available trigger eventsconduyt-crm-pp-cli automations list-templates - List automation templatesconduyt-crm-pp-cli automations post-copilot - Create / invoke automations copilotconduyt-crm-pp-cli automations post-import - Create / invoke automations importconduyt-crm-pp-cli automations post-resolve - Create / invoke automations resolveconduyt-crm-pp-cli automations post-validate - Create / invoke automations validateconduyt-crm-pp-cli automations test-webhook - Send a test payload to an automation's webhook URLconduyt-crm-pp-cli automations update - Update an automation
availability
Manage availability
conduyt-crm-pp-cli availability get - Get current user's availability rulesconduyt-crm-pp-cli availability set - Set availability rules
batch-operations
Manage batch operations
conduyt-crm-pp-cli batch-operations get - List batch-operationsconduyt-crm-pp-cli batch-operations get-id - Get batch-operations idconduyt-crm-pp-cli batch-operations post - Create / invoke batch-operations
billing
Stripe billing, checkout, and subscription status
conduyt-crm-pp-cli billing create-checkout-session - Create a Stripe checkout sessionconduyt-crm-pp-cli billing create-portal - Create a Stripe billing portal sessionconduyt-crm-pp-cli billing delete-addons - Delete billing addonsconduyt-crm-pp-cli billing get-addons - List billing addonsconduyt-crm-pp-cli billing get-gate - List billing gateconduyt-crm-pp-cli billing get-status - Get subscription statusconduyt-crm-pp-cli billing patch-addons - Update billing addonsconduyt-crm-pp-cli billing post-addons - Create / invoke billing addonsconduyt-crm-pp-cli billing webhook-stripe - Stripe billing webhook
booking-pages
Public booking pages (Calendly-style)
conduyt-crm-pp-cli booking-pages create - Create a booking pageconduyt-crm-pp-cli booking-pages delete - Delete a booking pageconduyt-crm-pp-cli booking-pages get - Get a booking page by IDconduyt-crm-pp-cli booking-pages list - List booking pagesconduyt-crm-pp-cli booking-pages update - Update a booking page
booking-routing-forms
Manage booking routing forms
conduyt-crm-pp-cli booking-routing-forms delete-id - Delete booking-routing-forms idconduyt-crm-pp-cli booking-routing-forms get - List booking-routing-formsconduyt-crm-pp-cli booking-routing-forms get-id - Get booking-routing-forms idconduyt-crm-pp-cli booking-routing-forms patch-id - Update booking-routing-forms idconduyt-crm-pp-cli booking-routing-forms post - Create / invoke booking-routing-forms
bulk
Manage bulk
conduyt-crm-pp-cli bulk delete-contacts - Bulk delete contactsconduyt-crm-pp-cli bulk edit-contacts - Bulk edit contact fieldsconduyt-crm-pp-cli bulk edit-deals - Bulk edit deal fieldsconduyt-crm-pp-cli bulk get-status - Get bulk operation statusconduyt-crm-pp-cli bulk post-contacts-dnc - Create / invoke bulk contacts dncconduyt-crm-pp-cli bulk post-contacts-untag - Create / invoke bulk contacts untagconduyt-crm-pp-cli bulk tag-contacts - Bulk add/remove tags on contactsconduyt-crm-pp-cli bulk update-contacts - Bulk update contacts with field valuesconduyt-crm-pp-cli bulk update-deals - Bulk update deals
bulk-operations
Bulk update, delete, and tag contacts and deals
conduyt-crm-pp-cli bulk-operations - List bulk-operations unified
calendar
Internal calendar and appointment management
conduyt-crm-pp-cli calendar connect-google - Initiate Google Calendar OAuthconduyt-crm-pp-cli calendar connect-microsoft - Initiate Microsoft Calendar OAuthconduyt-crm-pp-cli calendar create-event - Create an event on a connected calendarconduyt-crm-pp-cli calendar delete-connection - Disconnect a calendarconduyt-crm-pp-cli calendar delete-event - Delete a synced calendar eventconduyt-crm-pp-cli calendar get-connection - Get a calendar connection by IDconduyt-crm-pp-cli calendar get-event - Get a synced calendar eventconduyt-crm-pp-cli calendar get-health - List calendar healthconduyt-crm-pp-cli calendar google-callback - Google Calendar OAuth callbackconduyt-crm-pp-cli calendar list-connections - List calendar connectionsconduyt-crm-pp-cli calendar list-events - List synced calendar eventsconduyt-crm-pp-cli calendar microsoft-callback - Microsoft Calendar OAuth callbackconduyt-crm-pp-cli calendar sync - Trigger manual calendar syncconduyt-crm-pp-cli calendar update-event - Update a synced calendar eventconduyt-crm-pp-cli calendar webhook-google - Google Calendar push notification webhookconduyt-crm-pp-cli calendar webhook-microsoft - Microsoft Calendar webhook
calendars
Internal calendar and appointment management
conduyt-crm-pp-cli calendars create - Create a calendarconduyt-crm-pp-cli calendars get - Get a calendar by IDconduyt-crm-pp-cli calendars list - List internal calendarsconduyt-crm-pp-cli calendars update - Update a calendar
call-flows
Manage call flows
conduyt-crm-pp-cli call-flows delete-functions-id - Delete call-flows functions idconduyt-crm-pp-cli call-flows delete-id - Delete call-flows idconduyt-crm-pp-cli call-flows get - List call-flowsconduyt-crm-pp-cli call-flows get-functions - List call-flows functionsconduyt-crm-pp-cli call-flows get-functions-id - Get call-flows functions idconduyt-crm-pp-cli call-flows get-id - Get call-flows idconduyt-crm-pp-cli call-flows get-numbers - List call-flows numbersconduyt-crm-pp-cli call-flows get-roster - List call-flows rosterconduyt-crm-pp-cli call-flows patch-functions-id - Update call-flows functions idconduyt-crm-pp-cli call-flows patch-id - Update call-flows idconduyt-crm-pp-cli call-flows post - Create / invoke call-flowsconduyt-crm-pp-cli call-flows post-audio - Create / invoke call-flows audioconduyt-crm-pp-cli call-flows post-functions - Create / invoke call-flows functionsconduyt-crm-pp-cli call-flows post-functions-id-test - Create / invoke call-flows functions id testconduyt-crm-pp-cli call-flows post-tombstones-release - Create / invoke call-flows tombstones release
calls
Call log management
conduyt-crm-pp-cli calls create-record - Create a call recordconduyt-crm-pp-cli calls get - Get a call by IDconduyt-crm-pp-cli calls list - List call recordsconduyt-crm-pp-cli calls post-voice-drop - Create / invoke calls voice-dropconduyt-crm-pp-cli calls update - Update a call record (e.g., add notes)
chat
Internal team chat channels and messages
conduyt-crm-pp-cli chat add-member - Add a member to a channelconduyt-crm-pp-cli chat add-reaction - Add a reaction to a messageconduyt-crm-pp-cli chat create-channel - Create a chat channelconduyt-crm-pp-cli chat delete-message - Delete a chat messageconduyt-crm-pp-cli chat edit-message - Edit a chat messageconduyt-crm-pp-cli chat get-channels-id-upload - Get chat channels id uploadconduyt-crm-pp-cli chat get-message - Get a chat message by IDconduyt-crm-pp-cli chat get-typing-status - Get who is currently typingconduyt-crm-pp-cli chat list-channels - List chat channelsconduyt-crm-pp-cli chat list-messages - List messages in a channelconduyt-crm-pp-cli chat remove-member - Remove a member from a channelconduyt-crm-pp-cli chat remove-reaction - Remove a reaction from a messageconduyt-crm-pp-cli chat send-message - Send a message in a channelconduyt-crm-pp-cli chat send-typing-indicator - Send a typing indicatorconduyt-crm-pp-cli chat upload-file - Upload a file to a channel
companies
Nested groups (run --help on each): companies tags, companies timeline, companies intelligence.
Company (organization) management
conduyt-crm-pp-cli companies create-company - Create a companyconduyt-crm-pp-cli companies delete-company - Soft-delete a companyconduyt-crm-pp-cli companies get-company - Get a company by IDconduyt-crm-pp-cli companies get-duplicates - List companies duplicatesconduyt-crm-pp-cli companies get-export - List companies exportconduyt-crm-pp-cli companies get-reporting - List companies reportingconduyt-crm-pp-cli companies list - List companiesconduyt-crm-pp-cli companies post-merge - Create / invoke companies mergeconduyt-crm-pp-cli companies update-company - Update a company
conduyt-auth
Manage conduyt auth
conduyt-crm-pp-cli conduyt-auth accept-invite - Accept a team invitationconduyt-crm-pp-cli conduyt-auth change-password - Change password (authenticated)conduyt-crm-pp-cli conduyt-auth delete-sessions - Delete auth sessionsconduyt-crm-pp-cli conduyt-auth forgot-password - Request a password reset emailconduyt-crm-pp-cli conduyt-auth get-login-history - List auth login-historyconduyt-crm-pp-cli conduyt-auth get-me - Get current authenticated userconduyt-crm-pp-cli conduyt-auth get-mfa-setup - List auth mfa setupconduyt-crm-pp-cli conduyt-auth get-saml-account-slug-metadata - Get auth saml accountSlug metadataconduyt-crm-pp-cli conduyt-auth get-sandbox-key - List auth sandbox-keyconduyt-crm-pp-cli conduyt-auth get-security-center - List auth security-centerconduyt-crm-pp-cli conduyt-auth get-sessions - List auth sessionsconduyt-crm-pp-cli conduyt-auth login - Authenticates user credentials and returns a session cookie. Rate limited to 5 requests per 15 minutes per IP.conduyt-crm-pp-cli conduyt-auth logout - Log out (destroy session)conduyt-crm-pp-cli conduyt-auth patch-security-center - Update auth security-centerconduyt-crm-pp-cli conduyt-auth post-mfa-challenge - Create / invoke auth mfa challengeconduyt-crm-pp-cli conduyt-auth post-mfa-disable - Create / invoke auth mfa disableconduyt-crm-pp-cli conduyt-auth post-mfa-setup - Create / invoke auth mfa setupconduyt-crm-pp-cli conduyt-auth post-mfa-verify - Create / invoke auth mfa verifyconduyt-crm-pp-cli conduyt-auth post-sandbox-key - Create / invoke auth sandbox-keyconduyt-crm-pp-cli conduyt-auth register - Creates a new user and account. Rate limited to 3 requests per hour per IP.conduyt-crm-pp-cli conduyt-auth reset-password - Reset password with tokenconduyt-crm-pp-cli conduyt-auth switch-account - Switch to a different account
confirm
Manage confirm
conduyt-crm-pp-cli confirm post - Create / invoke confirmconduyt-crm-pp-cli confirm put - Update confirm
contact
Contact management, tagging, scoring, import/export, merge, duplicates
conduyt-crm-pp-cli contact - Creates or updates a contact by email or phone match. Designed for inbound webhook integrations.
contacts
Contact management, tagging, scoring, import/export, merge, duplicates
conduyt-crm-pp-cli contacts create - Creates a new contact. Rate limited to 30 requests per minute.conduyt-crm-pp-cli contacts delete - Soft-delete a contactconduyt-crm-pp-cli contacts export - Export contacts as CSVconduyt-crm-pp-cli contacts find-duplicate - Find duplicate contactsconduyt-crm-pp-cli contacts get - Get a contact by IDconduyt-crm-pp-cli contacts get-dnc-status - List contacts dnc-statusconduyt-crm-pp-cli contacts get-geo - List contacts geoconduyt-crm-pp-cli contacts get-import-template - Download CSV import templateconduyt-crm-pp-cli contacts get-sources - List contacts sourcesconduyt-crm-pp-cli contacts import - Import contacts from CSVconduyt-crm-pp-cli contacts list - Returns a paginated list of contacts. Supports search, filtering by tag,
source, company, assigned user, date ranges, lead score, and smart views.
Smart views: needs_follow_up, hot_leads, new_this_week,
recently_won, untagged, missing_email, missing_phone.
conduyt-crm-pp-cli contacts merge - Merge two contactsconduyt-crm-pp-cli contacts post-ai-import - Create / invoke contacts ai-importconduyt-crm-pp-cli contacts post-dry-run - Create / invoke contacts dry-runconduyt-crm-pp-cli contacts post-verify-line-type - Create / invoke contacts verify-line-typeconduyt-crm-pp-cli contacts update - Update a contact
conversations
Threaded conversation view per contact
conduyt-crm-pp-cli conversations get - Get conversation thread for a contactconduyt-crm-pp-cli conversations get-export - List conversations exportconduyt-crm-pp-cli conversations get-metrics - List conversations metricsconduyt-crm-pp-cli conversations list - List conversation threadsconduyt-crm-pp-cli conversations patch-contact-id - Update conversations contactId
custom-fields
Custom field definitions for contacts and deals
conduyt-crm-pp-cli custom-fields create - Create a custom field definitionconduyt-crm-pp-cli custom-fields delete - Delete a custom field definitionconduyt-crm-pp-cli custom-fields get-id - Get custom-fields idconduyt-crm-pp-cli custom-fields list - List custom field definitionsconduyt-crm-pp-cli custom-fields update - Update a custom field definition
dashboard
Dashboard summary metrics
conduyt-crm-pp-cli dashboard - Get dashboard summary metrics
dashboards
Dashboard summary metrics
conduyt-crm-pp-cli dashboards delete-id - Delete dashboards idconduyt-crm-pp-cli dashboards get - List dashboardsconduyt-crm-pp-cli dashboards get-id - Get dashboards idconduyt-crm-pp-cli dashboards patch-id - Update dashboards idconduyt-crm-pp-cli dashboards post - Create / invoke dashboards
data-model
Manage data model
conduyt-crm-pp-cli data-model - List data-model quality
deals
Deal/opportunity management within pipelines
conduyt-crm-pp-cli deals create - Creates a new deal in a pipeline stage. Rate limited to 30 requests per minute.conduyt-crm-pp-cli deals delete - Soft-delete a dealconduyt-crm-pp-cli deals delete-views-id - Delete deals views idconduyt-crm-pp-cli deals get - Get a deal by IDconduyt-crm-pp-cli deals get-export - List deals exportconduyt-crm-pp-cli deals get-forecast - List deals forecastconduyt-crm-pp-cli deals get-inspection - List deals inspectionconduyt-crm-pp-cli deals get-views - List deals viewsconduyt-crm-pp-cli deals get-views-id - Get deals views idconduyt-crm-pp-cli deals list - Returns deals with Kanban-optimized sort order (stage, sortOrder, then requested sort).conduyt-crm-pp-cli deals patch-views-id - Update deals views idconduyt-crm-pp-cli deals post-probabilities - Create / invoke deals probabilitiesconduyt-crm-pp-cli deals post-views - Create / invoke deals viewsconduyt-crm-pp-cli deals update - Update a deal
dialer
Click-to-call dialer via Twilio
conduyt-crm-pp-cli dialer delete-call-id-participants-participant-sid - Delete dialer call id participants participantSidconduyt-crm-pp-cli dialer delete-call-id-supervise - Delete dialer call id superviseconduyt-crm-pp-cli dialer get-agents-status - List dialer agents-statusconduyt-crm-pp-cli dialer get-call-id-media - Get dialer call id mediaconduyt-crm-pp-cli dialer get-call-id-participants - Get dialer call id participantsconduyt-crm-pp-cli dialer get-call-id-post-call - Get dialer call id post-callconduyt-crm-pp-cli dialer get-calls - List dialer callsconduyt-crm-pp-cli dialer get-calls-hourly - List dialer calls hourlyconduyt-crm-pp-cli dialer get-capabilities - List dialer capabilitiesconduyt-crm-pp-cli dialer get-dispositions - List dialer dispositionsconduyt-crm-pp-cli dialer get-health - List dialer healthconduyt-crm-pp-cli dialer get-history - Get recent call historyconduyt-crm-pp-cli dialer get-inbound-lookup - List dialer inbound-lookupconduyt-crm-pp-cli dialer get-intelligence - List dialer intelligenceconduyt-crm-pp-cli dialer get-leaderboard - List dialer leaderboardconduyt-crm-pp-cli dialer get-live-monitor - List dialer live-monitorconduyt-crm-pp-cli dialer get-local-presence-resolve - List dialer local-presence resolveconduyt-crm-pp-cli dialer get-queue - List dialer queueconduyt-crm-pp-cli dialer get-queue-open - List dialer queue openconduyt-crm-pp-cli dialer get-recordings - List dialer recordingsconduyt-crm-pp-cli dialer get-settings - List dialer settingsconduyt-crm-pp-cli dialer get-setup - List dialer setupconduyt-crm-pp-cli dialer get-stats - List dialer statsconduyt-crm-pp-cli dialer get-status-log - List dialer status-logconduyt-crm-pp-cli dialer get-status-log-team - List dialer status-log teamconduyt-crm-pp-cli dialer get-token - Get a Twilio browser token for click-to-callconduyt-crm-pp-cli dialer initiate-call - Initiate an outbound callconduyt-crm-pp-cli dialer patch-call-id - Update dialer call idconduyt-crm-pp-cli dialer patch-call-id-participants-participant-sid - Update dialer call id participants participantSidconduyt-crm-pp-cli dialer patch-settings - Update dialer settingsconduyt-crm-pp-cli dialer post-call-eligibility - Create / invoke dialer call eligibilityconduyt-crm-pp-cli dialer post-call-id-ai-disposition - Create / invoke dialer call id ai-dispositionconduyt-crm-pp-cli dialer post-call-id-facetime-status - Create / invoke dialer call id facetime-statusconduyt-crm-pp-cli dialer post-call-id-hangup - Create / invoke dialer call id hangupconduyt-crm-pp-cli dialer post-call-id-hold - Create / invoke dialer call id holdconduyt-crm-pp-cli dialer post-call-id-mute - Create / invoke dialer call id muteconduyt-crm-pp-cli dialer post-call-id-participants - Create / invoke dialer call id participantsconduyt-crm-pp-cli dialer post-call-id-record - Create / invoke dialer call id recordconduyt-crm-pp-cli dialer post-call-id-supervise - Create / invoke dialer call id superviseconduyt-crm-pp-cli dialer post-call-id-transfer - Create / invoke dialer call id transferconduyt-crm-pp-cli dialer post-call-id-vm-drop - Create / invoke dialer call id vm-dropconduyt-crm-pp-cli dialer post-heartbeat - Create / invoke dialer heartbeatconduyt-crm-pp-cli dialer post-local-presence-sync - Create / invoke dialer local-presence syncconduyt-crm-pp-cli dialer post-mirror-token - Create / invoke dialer mirror-tokenconduyt-crm-pp-cli dialer post-queue-next - Create / invoke dialer queue nextconduyt-crm-pp-cli dialer post-queue-release - Create / invoke dialer queue releaseconduyt-crm-pp-cli dialer post-queue-skip - Create / invoke dialer queue skipconduyt-crm-pp-cli dialer post-queue-worked - Create / invoke dialer queue workedconduyt-crm-pp-cli dialer post-setup-wire-inbound - Create / invoke dialer setup wire-inboundconduyt-crm-pp-cli dialer post-status-log - Create / invoke dialer status-logconduyt-crm-pp-cli dialer post-status-log-rollup - Create / invoke dialer status-log rollup
dnc
Manage dnc
conduyt-crm-pp-cli dnc delete-id - Delete dnc idconduyt-crm-pp-cli dnc get - List dncconduyt-crm-pp-cli dnc post - Create / invoke dncconduyt-crm-pp-cli dnc post-import - Create / invoke dnc import
document-templates
Proposal and contract templates with merge fields
conduyt-crm-pp-cli document-templates create - Create a document templateconduyt-crm-pp-cli document-templates delete - Delete a document templateconduyt-crm-pp-cli document-templates get - Get a document template by IDconduyt-crm-pp-cli document-templates list - List document templatesconduyt-crm-pp-cli document-templates update - Update a document template
drip-campaigns
SMS drip campaign engine
conduyt-crm-pp-cli drip-campaigns create - Create a drip campaignconduyt-crm-pp-cli drip-campaigns delete - Delete a drip campaignconduyt-crm-pp-cli drip-campaigns get-id - Get drip-campaigns idconduyt-crm-pp-cli drip-campaigns list - List SMS drip campaignsconduyt-crm-pp-cli drip-campaigns seed - Seed default drip campaignsconduyt-crm-pp-cli drip-campaigns update - Update a drip campaign
drip-enrollments
Manage drip enrollments
conduyt-crm-pp-cli drip-enrollments list - List drip enrollmentsconduyt-crm-pp-cli drip-enrollments post-batch-pause - Create / invoke drip-enrollments batch pauseconduyt-crm-pp-cli drip-enrollments post-batch-resume - Create / invoke drip-enrollments batch resumeconduyt-crm-pp-cli drip-enrollments post-batch-stop - Create / invoke drip-enrollments batch stop
drip-tracks
Manage drip tracks
conduyt-crm-pp-cli drip-tracks delete-id - Delete drip-tracks idconduyt-crm-pp-cli drip-tracks get - List drip-tracksconduyt-crm-pp-cli drip-tracks get-id - Get drip-tracks idconduyt-crm-pp-cli drip-tracks patch-id - Update drip-tracks idconduyt-crm-pp-cli drip-tracks post - Create / invoke drip-tracksconduyt-crm-pp-cli drip-tracks post-import-steps - Create / invoke drip-tracks import-steps
email
Send individual and bulk emails
conduyt-crm-pp-cli email send - Send an email to a contactconduyt-crm-pp-cli email send-bulk - Send bulk emails
email-domains
Custom email domain verification (Resend)
conduyt-crm-pp-cli email-domains add - Add a custom email domainconduyt-crm-pp-cli email-domains delete-reply-capture - Delete email-domains reply-captureconduyt-crm-pp-cli email-domains get - Get email domain configurationconduyt-crm-pp-cli email-domains get-reply-capture - List email-domains reply-captureconduyt-crm-pp-cli email-domains get-status - List email-domains statusconduyt-crm-pp-cli email-domains post-reply-capture - Create / invoke email-domains reply-captureconduyt-crm-pp-cli email-domains post-reply-capture-verify - Create / invoke email-domains reply-capture verifyconduyt-crm-pp-cli email-domains remove - Remove email domainconduyt-crm-pp-cli email-domains update - Update email domain settingsconduyt-crm-pp-cli email-domains verify - Verify DNS configuration for email domain
emails
Send individual and bulk emails
conduyt-crm-pp-cli emails create-sequence - Create an email sequenceconduyt-crm-pp-cli emails create-template - Create an email templateconduyt-crm-pp-cli emails delete-template - Delete an email templateconduyt-crm-pp-cli emails enroll-in-sequence - Enroll contacts in a sequenceconduyt-crm-pp-cli emails get-health - List emails healthconduyt-crm-pp-cli emails get-sequence - Get an email sequence by IDconduyt-crm-pp-cli emails get-sequence-stats - Get sequence performance statsconduyt-crm-pp-cli emails get-template - Get an email template by IDconduyt-crm-pp-cli emails get-templates-id-usage - Get emails templates id usageconduyt-crm-pp-cli emails list - List email messagesconduyt-crm-pp-cli emails list-sequence-enrollments - List enrollments for a sequenceconduyt-crm-pp-cli emails list-sequences - List email sequencesconduyt-crm-pp-cli emails list-templates - List email templatesconduyt-crm-pp-cli emails post-sequences-id-preflight - Create / invoke emails sequences id preflightconduyt-crm-pp-cli emails test-send-template - Send a test email from a templateconduyt-crm-pp-cli emails unenroll-from-sequence - Unenroll contacts from a sequenceconduyt-crm-pp-cli emails update-sequence - Update an email sequenceconduyt-crm-pp-cli emails update-template - Update an email template
errors
Manage errors
conduyt-crm-pp-cli errors - Create / invoke errors log
files
File uploads and attachments
conduyt-crm-pp-cli files create-record - Create a file attachment recordconduyt-crm-pp-cli files delete - Delete a file attachmentconduyt-crm-pp-cli files list - List file attachmentsconduyt-crm-pp-cli files upload - Upload a file
forms
Lead capture forms and submissions
conduyt-crm-pp-cli forms create - Create a formconduyt-crm-pp-cli forms delete - Archive a formconduyt-crm-pp-cli forms get - Get a form by IDconduyt-crm-pp-cli forms list - List formsconduyt-crm-pp-cli forms update - Update a form
generated-documents
Manage generated documents
conduyt-crm-pp-cli generated-documents delete-id - Delete generated-documents idconduyt-crm-pp-cli generated-documents get - List generated-documentsconduyt-crm-pp-cli generated-documents get-id - Get generated-documents idconduyt-crm-pp-cli generated-documents patch-id - Update generated-documents idconduyt-crm-pp-cli generated-documents post - Create / invoke generated-documents
groups
Manage groups
conduyt-crm-pp-cli groups delete-id - Delete groups idconduyt-crm-pp-cli groups get - List groupsconduyt-crm-pp-cli groups patch-id - Update groups idconduyt-crm-pp-cli groups post - Create / invoke groups
health
Manage health
conduyt-crm-pp-cli health - List health
imports
CSV import jobs with mapping and deduplication
conduyt-crm-pp-cli imports create - Create an import jobconduyt-crm-pp-cli imports get - Get import job statusconduyt-crm-pp-cli imports get-users - List imports usersconduyt-crm-pp-cli imports list - List import jobsconduyt-crm-pp-cli imports post-preflight - Create / invoke imports preflightconduyt-crm-pp-cli imports post-upload-url - Create / invoke imports upload-urlconduyt-crm-pp-cli imports upload-file - Upload a CSV file for import
integrations
Third-party integrations (Zapier, etc.)
conduyt-crm-pp-cli integrations connect - Connect an integrationconduyt-crm-pp-cli integrations create-zapier-subscription - Create a Zapier webhook subscriptionconduyt-crm-pp-cli integrations delete-zapier-subscription - Delete a Zapier subscriptionconduyt-crm-pp-cli integrations disconnect - Disconnect an integrationconduyt-crm-pp-cli integrations get-health - List integrations healthconduyt-crm-pp-cli integrations get-slack-channels - List integrations slack channelsconduyt-crm-pp-cli integrations get-zapier-sample-data - Get sample data for a Zapier eventconduyt-crm-pp-cli integrations list - List active integrationsconduyt-crm-pp-cli integrations list-zapier-subscriptions - List Zapier webhook subscriptionsconduyt-crm-pp-cli integrations post-dpp-ingest - Create / invoke integrations dpp ingestconduyt-crm-pp-cli integrations post-slack-settings - Create / invoke integrations slack settingsconduyt-crm-pp-cli integrations post-slack-test - Create / invoke integrations slack test
invoices
Invoice creation, sending, payments, PDF generation
conduyt-crm-pp-cli invoices create - Create an invoiceconduyt-crm-pp-cli invoices delete - Delete an invoiceconduyt-crm-pp-cli invoices get - Get an invoice by IDconduyt-crm-pp-cli invoices get-next-number - Get the next auto-incremented invoice numberconduyt-crm-pp-cli invoices list - List invoicesconduyt-crm-pp-cli invoices update - Update an invoice
knowledge
Manage knowledge
conduyt-crm-pp-cli knowledge delete-sources-id - Delete knowledge sources idconduyt-crm-pp-cli knowledge get-sources - List knowledge sourcesconduyt-crm-pp-cli knowledge post-sources - Create / invoke knowledge sourcesconduyt-crm-pp-cli knowledge post-sources-id-reindex - Create / invoke knowledge sources id reindex
lead-pool
Manage lead pool
conduyt-crm-pp-cli lead-pool - List lead-pool
lead-routing
Lead assignment routing rules and assignment history
conduyt-crm-pp-cli lead-routing create-rule - Create a lead routing ruleconduyt-crm-pp-cli lead-routing delete-rule - Delete a lead routing ruleconduyt-crm-pp-cli lead-routing get-rule - Get a lead routing ruleconduyt-crm-pp-cli lead-routing list-lead-assignment-log - List lead assignment historyconduyt-crm-pp-cli lead-routing list-rules - List lead routing rulesconduyt-crm-pp-cli lead-routing reorder-rules - Reorder lead routing rulesconduyt-crm-pp-cli lead-routing test - Simulate lead routingconduyt-crm-pp-cli lead-routing update-rule - Update a lead routing rule
mailbox
Manage mailbox
conduyt-crm-pp-cli mailbox delete-connections-id - Delete mailbox connections idconduyt-crm-pp-cli mailbox get-connections - List mailbox connectionsconduyt-crm-pp-cli mailbox post-connect-microsoft - Create / invoke mailbox connect microsoft
messages
SMS and email message history
conduyt-crm-pp-cli messages create - Create a message recordconduyt-crm-pp-cli messages get-sms - Get an SMS message by IDconduyt-crm-pp-cli messages list - List messagesconduyt-crm-pp-cli messages send-sms - Send an SMS message
notes
Notes attached to contacts or deals
conduyt-crm-pp-cli notes create - Body is capped at 50 KB. Returns 413 if exceeded.conduyt-crm-pp-cli notes delete - Delete a noteconduyt-crm-pp-cli notes get - Get a note by IDconduyt-crm-pp-cli notes list - List notesconduyt-crm-pp-cli notes update - Update a note
notifications
In-app notifications
conduyt-crm-pp-cli notifications apply-profile - Apply notification profileconduyt-crm-pp-cli notifications create - Create a notificationconduyt-crm-pp-cli notifications get-digest-settings - Get notification digest settingsconduyt-crm-pp-cli notifications list - List notificationsconduyt-crm-pp-cli notifications list-profiles - List notification profilesconduyt-crm-pp-cli notifications mark-all-read - Mark all notifications as readconduyt-crm-pp-cli notifications mark-read - Mark a notification as readconduyt-crm-pp-cli notifications replace-profiles - Replace notification profilesconduyt-crm-pp-cli notifications update-digest-settings - Update notification digest settings
phone-numbers
Manage phone numbers
conduyt-crm-pp-cli phone-numbers - List phone-numbers
pipelines
Nested group (run --help): pipelines stages.
Sales pipeline and stage management
conduyt-crm-pp-cli pipelines create - Requires owner or admin role. Subject to plan limits.conduyt-crm-pp-cli pipelines delete - Delete a pipelineconduyt-crm-pp-cli pipelines get - Get a pipeline by IDconduyt-crm-pp-cli pipelines list - List pipelines with stagesconduyt-crm-pp-cli pipelines update - Update a pipeline
playbook-enrollments
Manage playbook enrollments
conduyt-crm-pp-cli playbook-enrollments get - List playbook-enrollmentsconduyt-crm-pp-cli playbook-enrollments get-id - Get playbook-enrollments idconduyt-crm-pp-cli playbook-enrollments post - Create / invoke playbook-enrollmentsconduyt-crm-pp-cli playbook-enrollments post-id - Create / invoke playbook-enrollments id
playbooks
Manage playbooks
conduyt-crm-pp-cli playbooks delete-id - Delete playbooks idconduyt-crm-pp-cli playbooks get - List playbooksconduyt-crm-pp-cli playbooks get-id - Get playbooks idconduyt-crm-pp-cli playbooks patch-id - Update playbooks idconduyt-crm-pp-cli playbooks post - Create / invoke playbooks
products
Product catalog for invoices
conduyt-crm-pp-cli products create - Create a productconduyt-crm-pp-cli products delete - Delete a productconduyt-crm-pp-cli products get - Get a product by IDconduyt-crm-pp-cli products list - List productsconduyt-crm-pp-cli products update - Update a product
public
Unauthenticated public endpoints (booking, form submit)
conduyt-crm-pp-cli public book-appointment - Book an appointment via public pageconduyt-crm-pp-cli public get-booking-page - Get a public booking page by slugconduyt-crm-pp-cli public get-booking-routing-slug - Get public booking routing slugconduyt-crm-pp-cli public get-booking-slots - Get available time slots for a booking pageconduyt-crm-pp-cli public get-booking-slug-embed - Get public booking slug embedconduyt-crm-pp-cli public get-booking-slug-embed-badge - Get public booking slug embed badgeconduyt-crm-pp-cli public get-booking-slug-embed-popup - Get public booking slug embed popupconduyt-crm-pp-cli public get-booking-slug-frame-policy - Get public booking slug frame-policyconduyt-crm-pp-cli public get-booking-slug-ical - Get public booking slug icalconduyt-crm-pp-cli public get-branding-account-id-icon - Get public branding accountId iconconduyt-crm-pp-cli public get-screen-share-code - Get public screen-share codeconduyt-crm-pp-cli public post-booking-routing-slug - Create / invoke public booking routing slugconduyt-crm-pp-cli public post-booking-slug-waitlist - Create / invoke public booking slug waitlistconduyt-crm-pp-cli public post-contact - Create / invoke public contactconduyt-crm-pp-cli public post-screen-share-code - Create / invoke public screen-share codeconduyt-crm-pp-cli public post-subscribe - Create / invoke public subscribe
push
Manage push
conduyt-crm-pp-cli push get-public-key - Get VAPID public key for web pushconduyt-crm-pp-cli push subscribe - Subscribe to web push notificationsconduyt-crm-pp-cli push unsubscribe - Unsubscribe from web push
quick-connects
Manage quick connects
conduyt-crm-pp-cli quick-connects delete-id - Delete quick-connects idconduyt-crm-pp-cli quick-connects get - List quick-connectsconduyt-crm-pp-cli quick-connects patch-id - Update quick-connects idconduyt-crm-pp-cli quick-connects post - Create / invoke quick-connects
quick-notes
Manage quick notes
conduyt-crm-pp-cli quick-notes delete-id - Delete quick-notes idconduyt-crm-pp-cli quick-notes get - List quick-notesconduyt-crm-pp-cli quick-notes patch-id - Update quick-notes idconduyt-crm-pp-cli quick-notes post - Create / invoke quick-notes
remote-assist
Manage remote assist
conduyt-crm-pp-cli remote-assist post-end - Create / invoke remote-assist endconduyt-crm-pp-cli remote-assist post-start - Create / invoke remote-assist start
rep-shifts
Manage rep shifts
conduyt-crm-pp-cli rep-shifts delete-id - Delete rep-shifts idconduyt-crm-pp-cli rep-shifts get - List rep-shiftsconduyt-crm-pp-cli rep-shifts patch-id - Update rep-shifts idconduyt-crm-pp-cli rep-shifts post - Create / invoke rep-shifts
reporting
Manage reporting
conduyt-crm-pp-cli reporting get-email - List reporting emailconduyt-crm-pp-cli reporting get-pipeline - List reporting pipelineconduyt-crm-pp-cli reporting get-sms - List reporting sms
reports
Pipeline, revenue, activity, team, and custom reports
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conduyt-crm-pp-cli reports create-custom - Create a custom report
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conduyt-crm-pp-cli reports delete-custom - Delete a custom report
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conduyt-crm-pp-cli reports delete-subscriptions-sid - Delete reports subscriptions sid
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conduyt-crm-pp-cli reports get-activity - Activity report
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conduyt-crm-pp-cli reports get-agent-performance - List reports agent-performance
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conduyt-crm-pp-cli reports get-appointments - List reports appointments
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conduyt-crm-pp-cli reports get-attribution - List reports attribution
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conduyt-crm-pp-cli reports get-call-performance - List reports call-performance
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conduyt-crm-pp-cli reports get-calls - List reports calls
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conduyt-crm-pp-cli reports get-custom - Get a custom report by ID
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conduyt-crm-pp-cli reports get-custom-fields - List reports custom fields
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conduyt-crm-pp-cli reports get-custom-id-subscriptions - Get reports custom id subscriptions
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conduyt-crm-pp-cli reports get-deliveries-did-files-index - Get reports deliveries did files index
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conduyt-crm-pp-cli reports get-dialer-agent-hourly - List reports dialer agent-hourly
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conduyt-crm-pp-cli reports get-dialer-awards - List reports dialer awards
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conduyt-crm-pp-cli reports get-dialer-dispositions - List reports dialer dispositions
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conduyt-crm-pp-cli reports get-dialer-list-performance - List reports dialer list-performance
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conduyt-crm-pp-cli reports get-email-providers - List reports email-providers
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conduyt-crm-pp-cli reports get-email-templates - List reports email-templates
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conduyt-crm-pp-cli reports get-funnel - List reports funnel
When --pipeline-id is omitted, the command selects the tenant's only pipeline. Multiple pipelines require an explicit ID; no pipelines returns not found, and a key without pipelines scope gets a hint to pass the ID explicitly or grant the scope.
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conduyt-crm-pp-cli reports get-pipeline - Pipeline performance report
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conduyt-crm-pp-cli reports get-revenue - Revenue report
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conduyt-crm-pp-cli reports get-sms-delivery - List reports sms-delivery
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conduyt-crm-pp-cli reports get-sms-drip-conversion - List reports sms-drip-conversion
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conduyt-crm-pp-cli reports get-sms-templates - List reports sms-templates
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conduyt-crm-pp-cli reports get-speed-to-lead - List reports speed-to-lead
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conduyt-crm-pp-cli reports get-subscriptions-sid - Get reports subscriptions sid
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conduyt-crm-pp-cli reports get-subscriptions-sid-deliveries - Get reports subscriptions sid deliveries
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conduyt-crm-pp-cli reports get-targets - List reports targets
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conduyt-crm-pp-cli reports get-team - Team performance report
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conduyt-crm-pp-cli reports list-custom - List saved custom reports
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conduyt-crm-pp-cli reports patch-subscriptions-sid - Update reports subscriptions sid
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conduyt-crm-pp-cli reports post-custom-id-export - Create / invoke reports custom id export
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conduyt-crm-pp-cli reports post-custom-id-subscriptions - Create / invoke reports custom id subscriptions
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conduyt-crm-pp-cli reports post-custom-preview - Create / invoke reports custom preview
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conduyt-crm-pp-cli reports post-subscriptions-sid-run - Create / invoke reports subscriptions sid run
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conduyt-crm-pp-cli reports put-targets - Update reports targets
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conduyt-crm-pp-cli reports run-custom - Execute a custom report and return results
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conduyt-crm-pp-cli reports update-custom - Update a custom report
ring-groups
Manage ring groups
conduyt-crm-pp-cli ring-groups delete-id - Delete ring-groups idconduyt-crm-pp-cli ring-groups get - List ring-groupsconduyt-crm-pp-cli ring-groups get-id - Get ring-groups idconduyt-crm-pp-cli ring-groups patch-id - Update ring-groups idconduyt-crm-pp-cli ring-groups post - Create / invoke ring-groupsconduyt-crm-pp-cli ring-groups post-release-number - Create / invoke ring-groups release-number
saved-filters
Manage saved filters
conduyt-crm-pp-cli saved-filters delete-id - Delete saved-filters idconduyt-crm-pp-cli saved-filters get - List saved-filtersconduyt-crm-pp-cli saved-filters patch-id - Update saved-filters idconduyt-crm-pp-cli saved-filters post - Create / invoke saved-filters
schema
Manage schema
conduyt-crm-pp-cli schema get-api-catalog - List schema api-catalogconduyt-crm-pp-cli schema get-public - List schema public
scim
Manage scim
conduyt-crm-pp-cli scim delete-v2-users-id - Delete scim v2 Users idconduyt-crm-pp-cli scim get-v2-users - List scim v2 Usersconduyt-crm-pp-cli scim get-v2-users-id - Get scim v2 Users idconduyt-crm-pp-cli scim patch-v2-users-id - Update scim v2 Users idconduyt-crm-pp-cli scim post-v2-users - Create / invoke scim v2 Usersconduyt-crm-pp-cli scim put-v2-users-id - Update scim v2 Users id
scoring-rules
Lead scoring rule management
conduyt-crm-pp-cli scoring-rules create - Create a scoring ruleconduyt-crm-pp-cli scoring-rules delete - Delete a scoring ruleconduyt-crm-pp-cli scoring-rules list - List lead scoring rulesconduyt-crm-pp-cli scoring-rules recalculate-scores - Recalculate all contact scoresconduyt-crm-pp-cli scoring-rules simulate - Simulate scoring rules for a contactconduyt-crm-pp-cli scoring-rules update - Update a scoring rule
screen-share
Manage screen share
conduyt-crm-pp-cli screen-share delete-session-code - Delete screen-share session codeconduyt-crm-pp-cli screen-share get-seats - List screen-share seatsconduyt-crm-pp-cli screen-share post-seats - Create / invoke screen-share seatsconduyt-crm-pp-cli screen-share post-session - Create / invoke screen-share session
settings
Account settings, branding, SMS/Twilio configuration
conduyt-crm-pp-cli settings delete-ai-byo - Delete settings ai byoconduyt-crm-pp-cli settings delete-fromk - Delete settings fromkconduyt-crm-pp-cli settings delete-fromk-webhook - Delete settings fromk webhookconduyt-crm-pp-cli settings delete-project-blue - Delete settings project-blueconduyt-crm-pp-cli settings delete-project-blue-voice - Delete settings project-blue voiceconduyt-crm-pp-cli settings delete-warmy - Delete settings warmyconduyt-crm-pp-cli settings delete-whatsapp - Delete settings whatsappconduyt-crm-pp-cli settings get - Get account settingsconduyt-crm-pp-cli settings get-ai - List settings aiconduyt-crm-pp-cli settings get-branding - Get white-label branding settingsconduyt-crm-pp-cli settings get-delivery-guard - List settings delivery-guardconduyt-crm-pp-cli settings get-dormancy - List settings dormancyconduyt-crm-pp-cli settings get-fromk - List settings fromkconduyt-crm-pp-cli settings get-fromk-lines - List settings fromk linesconduyt-crm-pp-cli settings get-lead-visibility - List settings lead-visibilityconduyt-crm-pp-cli settings get-operations - List settings operationsconduyt-crm-pp-cli settings get-project-blue - List settings project-blueconduyt-crm-pp-cli settings get-project-blue-lines - List settings project-blue linesconduyt-crm-pp-cli settings get-project-blue-voice - List settings project-blue voiceconduyt-crm-pp-cli settings get-scheduled-export - List settings scheduled-exportconduyt-crm-pp-cli settings get-sms - Get SMS provider settingsconduyt-crm-pp-cli settings get-twilio - Get Twilio configurationconduyt-crm-pp-cli settings get-warmy - List settings warmyconduyt-crm-pp-cli settings get-warmy-engine - List settings warmy-engineconduyt-crm-pp-cli settings get-whatsapp - List settings whatsappconduyt-crm-pp-cli settings get-whatsapp-senders - List settings whatsapp sendersconduyt-crm-pp-cli settings patch-ai - Update settings aiconduyt-crm-pp-cli settings patch-delivery-guard - Update settings delivery-guardconduyt-crm-pp-cli settings patch-dormancy - Update settings dormancyconduyt-crm-pp-cli settings patch-lead-visibility - Update settings lead-visibilityconduyt-crm-pp-cli settings patch-scheduled-export - Update settings scheduled-exportconduyt-crm-pp-cli settings patch-warmy-engine - Update settings warmy-engineconduyt-crm-pp-cli settings post-operations - Create / invoke settings operationsconduyt-crm-pp-cli settings put-ai-byo - Update settings ai byoconduyt-crm-pp-cli settings put-fromk - Update settings fromkconduyt-crm-pp-cli settings put-fromk-webhook - Update settings fromk webhookconduyt-crm-pp-cli settings put-project-blue - Update settings project-blueconduyt-crm-pp-cli settings put-project-blue-lines-line-id - Update settings project-blue lines lineIdconduyt-crm-pp-cli settings put-project-blue-voice - Update settings project-blue voiceconduyt-crm-pp-cli settings put-warmy - Update settings warmyconduyt-crm-pp-cli settings put-whatsapp - Update settings whatsappconduyt-crm-pp-cli settings test-integration - Test an integration connectionconduyt-crm-pp-cli settings test-sms - Send a test SMSconduyt-crm-pp-cli settings test-twilio - Test Twilio configurationconduyt-crm-pp-cli settings update - Update account settingsconduyt-crm-pp-cli settings update-branding - Update white-label brandingconduyt-crm-pp-cli settings update-sms - Update SMS provider settingsconduyt-crm-pp-cli settings update-twilio - Update Twilio configuration
smart-lists
Static contact lists
conduyt-crm-pp-cli smart-lists create - Create a smart listconduyt-crm-pp-cli smart-lists delete-id - Delete smart-lists idconduyt-crm-pp-cli smart-lists get-id - Get smart-lists idconduyt-crm-pp-cli smart-lists list - List smart lists (static contact lists)conduyt-crm-pp-cli smart-lists update - Update a smart list
smart-views
Manage smart views
conduyt-crm-pp-cli smart-views delete-id - Delete smart-views idconduyt-crm-pp-cli smart-views get-dial-order - List smart-views dial-orderconduyt-crm-pp-cli smart-views list - List available smart view definitionsconduyt-crm-pp-cli smart-views patch-dial-order - Update smart-views dial-orderconduyt-crm-pp-cli smart-views patch-id - Update smart-views idconduyt-crm-pp-cli smart-views patch-reorder - Update smart-views reorderconduyt-crm-pp-cli smart-views post - Create / invoke smart-views
sms
Manage sms
conduyt-crm-pp-cli sms get-send-logs - List sms send-logsconduyt-crm-pp-cli sms get-transports - List sms transportsconduyt-crm-pp-cli sms get-whatsapp-templates - List sms whatsapp templatesconduyt-crm-pp-cli sms post-send-logs - Create / invoke sms send-logs
sms-providers
Manage sms providers
conduyt-crm-pp-cli sms-providers delete-id - Delete sms-providers idconduyt-crm-pp-cli sms-providers get - List sms-providersconduyt-crm-pp-cli sms-providers get-health - List sms-providers healthconduyt-crm-pp-cli sms-providers get-id - Get sms-providers idconduyt-crm-pp-cli sms-providers patch-id - Update sms-providers idconduyt-crm-pp-cli sms-providers post - Create / invoke sms-providers
sso
Manage sso
conduyt-crm-pp-cli sso delete-scim-tokens-id - Delete sso scim-tokens idconduyt-crm-pp-cli sso get-connection - List sso connectionconduyt-crm-pp-cli sso get-scim-tokens - List sso scim-tokensconduyt-crm-pp-cli sso post-scim-tokens - Create / invoke sso scim-tokensconduyt-crm-pp-cli sso put-connection - Update sso connection
status-metadata
Manage status metadata
conduyt-crm-pp-cli status-metadata delete-id - Delete status-metadata idconduyt-crm-pp-cli status-metadata get - List status-metadataconduyt-crm-pp-cli status-metadata get-buckets - List status-metadata bucketsconduyt-crm-pp-cli status-metadata get-by-stage-stage-id - Get status-metadata by-stage stageIdconduyt-crm-pp-cli status-metadata get-decisions - List status-metadata decisionsconduyt-crm-pp-cli status-metadata get-id - Get status-metadata idconduyt-crm-pp-cli status-metadata patch-id - Update status-metadata idconduyt-crm-pp-cli status-metadata post - Create / invoke status-metadataconduyt-crm-pp-cli status-metadata post-dry-run - Create / invoke status-metadata dry-runconduyt-crm-pp-cli status-metadata post-import - Create / invoke status-metadata import
tags
Tag management and merging
conduyt-crm-pp-cli tags create - Create a tagconduyt-crm-pp-cli tags delete - Delete a tagconduyt-crm-pp-cli tags get-id - Get tags idconduyt-crm-pp-cli tags list - List tagsconduyt-crm-pp-cli tags merge - Merge two tagsconduyt-crm-pp-cli tags update - Update a tag
tasks
Task management with assignment and due dates
conduyt-crm-pp-cli tasks create - Create a taskconduyt-crm-pp-cli tasks delete - Delete a taskconduyt-crm-pp-cli tasks get - Get a task by IDconduyt-crm-pp-cli tasks get-assignment-rules - List tasks assignment-rulesconduyt-crm-pp-cli tasks get-open-deal-ids - List tasks open-deal-idsconduyt-crm-pp-cli tasks get-queues - List tasks queuesconduyt-crm-pp-cli tasks get-recurring - List tasks recurringconduyt-crm-pp-cli tasks get-sla-rules - List tasks sla-rulesconduyt-crm-pp-cli tasks get-workload - List tasks workloadconduyt-crm-pp-cli tasks list - List tasksconduyt-crm-pp-cli tasks put-assignment-rules - Update tasks assignment-rulesconduyt-crm-pp-cli tasks put-queues - Update tasks queuesconduyt-crm-pp-cli tasks put-recurring - Update tasks recurringconduyt-crm-pp-cli tasks put-sla-rules - Update tasks sla-rulesconduyt-crm-pp-cli tasks update - Update a task
team
Manage team
conduyt-crm-pp-cli team - List team members
up-for-grabs
Manage up for grabs
conduyt-crm-pp-cli up-for-grabs - List up-for-grabs
users
Team member management and invitations
conduyt-crm-pp-cli users get - Get a team member by IDconduyt-crm-pp-cli users get-me - List users meconduyt-crm-pp-cli users invite - Invite a team memberconduyt-crm-pp-cli users list - List team membersconduyt-crm-pp-cli users patch-me - Update users meconduyt-crm-pp-cli users post - Create / invoke usersconduyt-crm-pp-cli users remove - Remove a team memberconduyt-crm-pp-cli users update - Update a team member
warmy-engine
Manage warmy engine
conduyt-crm-pp-cli warmy-engine get-health - List warmy-engine healthconduyt-crm-pp-cli warmy-engine post-sync - Create / invoke warmy-engine syncconduyt-crm-pp-cli warmy-engine post-templates - Create / invoke warmy-engine templates
webhook-logs
Manage webhook logs
conduyt-crm-pp-cli webhook-logs - Request and response bodies are redacted unless the caller has full contact visibility.
webhooks
Outbound webhook management and logs
conduyt-crm-pp-cli webhooks create - URL is validated for SSRF protection. HMAC signing secret is auto-generated.conduyt-crm-pp-cli webhooks create-legacy - Create an outbound webhook endpoint (legacy alias)conduyt-crm-pp-cli webhooks delete - Archive a webhookconduyt-crm-pp-cli webhooks get - Get a webhook by IDconduyt-crm-pp-cli webhooks inbound-contact - Inbound webhook for contact dataconduyt-crm-pp-cli webhooks inbound-deal - Inbound webhook for deal dataconduyt-crm-pp-cli webhooks list - List outbound webhooksconduyt-crm-pp-cli webhooks list-deliveries - List deliveries for a webhookconduyt-crm-pp-cli webhooks list-endpoints - List configured webhook endpoints (legacy alias)conduyt-crm-pp-cli webhooks list-replay-deliveries - List webhook deliveries for replay reviewconduyt-crm-pp-cli webhooks messages - Inbound webhook for message eventsconduyt-crm-pp-cli webhooks replay - Re-enqueues up to 100 matching deliveries. Replaying succeeded deliveries requires explicit confirmation.conduyt-crm-pp-cli webhooks sms-inbound - Twilio inbound SMS webhookconduyt-crm-pp-cli webhooks sms-status - Twilio SMS status callbackconduyt-crm-pp-cli webhooks stripe-invoice - Stripe invoice webhookconduyt-crm-pp-cli webhooks test - Send a test payload to a webhookconduyt-crm-pp-cli webhooks update - Update a webhookconduyt-crm-pp-cli webhooks voice-inbound - Twilio inbound voice webhookconduyt-crm-pp-cli webhooks voice-recording - Twilio recording callbackconduyt-crm-pp-cli webhooks voice-status - Twilio voice status callbackconduyt-crm-pp-cli webhooks voice-voicemail - Twilio voicemail callback
workflows
Simple trigger-action workflows
conduyt-crm-pp-cli workflows create - Create a workflowconduyt-crm-pp-cli workflows delete - Delete a workflowconduyt-crm-pp-cli workflows get - Get a workflow by IDconduyt-crm-pp-cli workflows list - List workflowsconduyt-crm-pp-cli workflows update - Update a workflow
Self-learning loop
This CLI caches per-question discovery so repeat queries skip the walk and structurally similar queries get answered via entity substitution. The loop also self-captures: every invocation is journaled locally, and failed-flag corrections plus fresh teaches surface as candidates on the next recall for confirm/reject judgment. Agents call recall before discovery and fire teach & after answering. See the ## Automatic learning section in SKILL.md for the full protocol.
conduyt-crm-pp-cli recall <query> - Look up cached resources for a query before running discoveryconduyt-crm-pp-cli teach - Record a query -> resource mapping (silent on success, safe to background with &)conduyt-crm-pp-cli learnings list - Inspect taught rowsconduyt-crm-pp-cli learnings forget <query> - Undo a teachconduyt-crm-pp-cli learnings candidates - List auto-captured candidates awaiting confirm/rejectconduyt-crm-pp-cli learnings stats - Local loop metrics: recall hit rate, teach-to-reuse, playbook resolution, candidate countsconduyt-crm-pp-cli teach-pattern - Install a query/resource template up frontconduyt-crm-pp-cli teach-lookup - Add an entity mapping (e.g. country code, team alias) for pattern substitution
Pass --no-learn or set CONDUYT_CRM_NO_LEARN=true to disable the loop for deterministic flows.
The local store's schema version stamp is one-way: once this version of conduyt-crm-pp-cli opens the database, older binaries refuse it with a version error — upgrade the binary rather than downgrading.
Output Formats
# Human-readable table (default in terminal, JSON when piped)
conduyt-crm-pp-cli account-exports
# JSON for scripting and agents
conduyt-crm-pp-cli account-exports --json
# Filter to specific fields
conduyt-crm-pp-cli account-exports --json --select data
# Dry run — show the request without sending
conduyt-crm-pp-cli account-exports --dry-run
# Agent mode — JSON + compact + no prompts in one flag
conduyt-crm-pp-cli account-exports --agent
Agent Usage
This CLI is designed for AI agent consumption:
- Non-interactive - never prompts, every input is a flag
- Pipeable -
--json output to stdout, errors to stderr
- Filterable -
--select <field>[,<field>...] returns only fields you need
- Previewable -
--dry-run shows the request without sending
- Explicit retries - add
--idempotent to create retries and add --ignore-missing to delete retries when a no-op success is acceptable
- Explicit confirmation -
--agent does not imply --yes; pass --yes separately only after the target, arguments, and side effects are clear
- Piped input - write commands can accept structured input when their help lists
--stdin
- Offline-friendly - sync/search commands can use the local SQLite store when available
- Agent-safe by default - no colors or formatting unless
--human-friendly is set
Exit codes: 0 success, 2 usage error, 3 not found, 4 auth error, 5 API error, 6 partial failure, 7 rate limited, 10 config error.
Freshness
This CLI owns bounded freshness for registered store-backed read command paths. In --data-source auto mode, covered commands check the local SQLite store before serving results; stale or missing resources trigger a bounded refresh, and refresh failures fall back to the existing local data with a warning. --data-source local never refreshes, and --data-source live reads the API without mutating the local store.
Set CONDUYT_CRM_NO_AUTO_REFRESH=1 to disable the pre-read freshness hook while preserving the selected data source.
Covered command paths:
conduyt-crm-pp-cli activitiesconduyt-crm-pp-cli activities listconduyt-crm-pp-cli adminconduyt-crm-pp-cli api-keysconduyt-crm-pp-cli api-keys listconduyt-crm-pp-cli appointmentsconduyt-crm-pp-cli appointments listconduyt-crm-pp-cli automation-executionsconduyt-crm-pp-cli automation-executions listconduyt-crm-pp-cli automationsconduyt-crm-pp-cli automations listconduyt-crm-pp-cli booking-pagesconduyt-crm-pp-cli booking-pages listconduyt-crm-pp-cli calendarconduyt-crm-pp-cli calendarsconduyt-crm-pp-cli calendars listconduyt-crm-pp-cli callsconduyt-crm-pp-cli calls listconduyt-crm-pp-cli chatconduyt-crm-pp-cli companiesconduyt-crm-pp-cli companies listconduyt-crm-pp-cli contactsconduyt-crm-pp-cli contacts listconduyt-crm-pp-cli conversationsconduyt-crm-pp-cli conversations listconduyt-crm-pp-cli custom-fieldsconduyt-crm-pp-cli custom-fields listconduyt-crm-pp-cli dealsconduyt-crm-pp-cli deals listconduyt-crm-pp-cli document-templatesconduyt-crm-pp-cli document-templates listconduyt-crm-pp-cli drip-campaignsconduyt-crm-pp-cli drip-campaigns listconduyt-crm-pp-cli drip-enrollmentsconduyt-crm-pp-cli drip-enrollments listconduyt-crm-pp-cli emailsconduyt-crm-pp-cli emails listconduyt-crm-pp-cli filesconduyt-crm-pp-cli files listconduyt-crm-pp-cli formsconduyt-crm-pp-cli forms listconduyt-crm-pp-cli importsconduyt-crm-pp-cli imports listconduyt-crm-pp-cli integrationsconduyt-crm-pp-cli integrations listconduyt-crm-pp-cli invoicesconduyt-crm-pp-cli invoices listconduyt-crm-pp-cli lead-routingconduyt-crm-pp-cli messagesconduyt-crm-pp-cli messages listconduyt-crm-pp-cli notesconduyt-crm-pp-cli notes listconduyt-crm-pp-cli notificationsconduyt-crm-pp-cli notifications listconduyt-crm-pp-cli pipelinesconduyt-crm-pp-cli pipelines listconduyt-crm-pp-cli productsconduyt-crm-pp-cli products listconduyt-crm-pp-cli reportsconduyt-crm-pp-cli scoring-rulesconduyt-crm-pp-cli scoring-rules listconduyt-crm-pp-cli smart-listsconduyt-crm-pp-cli smart-lists listconduyt-crm-pp-cli smart-viewsconduyt-crm-pp-cli smart-views listconduyt-crm-pp-cli tagsconduyt-crm-pp-cli tags listconduyt-crm-pp-cli tasksconduyt-crm-pp-cli tasks listconduyt-crm-pp-cli usersconduyt-crm-pp-cli users listconduyt-crm-pp-cli webhook-logsconduyt-crm-pp-cli webhooksconduyt-crm-pp-cli webhooks listconduyt-crm-pp-cli workflowsconduyt-crm-pp-cli workflows list
JSON outputs that use the generated provenance envelope include freshness metadata at meta.freshness. This metadata describes the freshness decision for the covered command path; it does not claim full historical backfill or API-specific enrichment.
Health Check
conduyt-crm-pp-cli doctor
Verifies configuration, credentials, and connectivity to the API. A healthy workspace looks like this (the cache warning only means the local mirror is older than stale_after; run sync to refresh):
OK Config: ok
OK Auth: configured
OK Env Vars: OK CONDUYT_BEARER_AUTH optional
OK Verify Mode: normal operation
OK API: reachable
OK Credentials: valid
config_path: ~/.config/conduyt-crm-pp-cli/config.toml
base_url: https://conduyt.app/api/v1
auth_source: env:CONDUYT_API_KEY
WARN Cache: stale
db_path: ~/.local/share/conduyt-crm-pp-cli/data.db
stale_after: 24h0m0s
resources:
- automations: 3 rows, 5m0s
- contacts: 50 rows, never
- imports: 14 rows, 4h13m0s
hint: Some resources are older than stale_after; run 'conduyt-crm-pp-cli sync --resources contacts,imports' to refresh.
doctor --dry-run runs the same checks without a network call, and doctor --json returns the report for scripts.
Configuration
Run conduyt-crm-pp-cli doctor to see the resolved config, data, state, and cache directories. The platform-default config path is ~/.config/conduyt-pp-cli/config.toml; --home, CONDUYT_CRM_HOME, and per-kind env vars can relocate it.
Static request headers can be configured under headers; per-command header overrides take precedence.
Environment variables:
| Name | Kind | Required | Description |
|---|
CONDUYT_API_KEY | per_call | No | Set to your API credential. |
CONDUYT_BEARER_AUTH | per_call | No | Set to your API credential. |
agentcookie (optional)
If you use agentcookie to sync secrets across machines, this CLI auto-adopts agentcookie-managed credentials with no extra setup. When the daemon writes to this CLI's config, conduyt-crm-pp-cli doctor reports agentcookie: detected and auth-status labels the source as agentcookie. Skip this section if you don't use agentcookie - the CLI works the same as any other.
Troubleshooting
Authentication errors (exit code 4)
- Run
conduyt-crm-pp-cli doctor to check credentials
- Verify the environment variable is set:
echo $CONDUYT_API_KEY
Not found errors (exit code 3)
- Check the resource ID is correct
- Run the
list command to see available items
API-specific
- 401 Unauthorized on every command — export CONDUYT_API_KEY=<key from Settings → API keys>, or run: conduyt-crm-pp-cli doctor --json to see which source the key was read from
- 403 on contacts verify-line-type or dialer coverage — the API key lacks the scope for that route, or line-type verification is off in Settings → Data; check the key in Settings → API Keys (run: conduyt-crm-pp-cli api-keys check --json to see its tier and scopes) and ask an admin to grant it
- 429 Too many requests during sync or reports — API keys default to 100 requests per minute (raise it on the key in Settings → API Keys); the CLI already paces to the server rate-limit headers, so wait out the Retry-After seconds the error names or narrow sync with --since
- hours-audit or send-check say the local store is stale — conduyt-crm-pp-cli sync --resources automations,contacts --since 1d
Sources & Inspiration
This CLI was built by studying these projects and resources:
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