---
name: pp-conduyt-crm
description: "Printing Press CLI for Conduyt Crm. The Conduyt CRM API provides programmatic access to your CRM data including contacts, companies, deals, pipelines,..."
author: "conduyt"
license: "Apache-2.0"
argument-hint: "<command> [args] | install cli|mcp"
allowed-tools: "Read Bash"
metadata:
  openclaw:
    requires:
      bins:
        - conduyt-crm-pp-cli
---
<!-- GENERATED FILE — DO NOT EDIT.
     This file is a verbatim mirror of library/sales-and-crm/conduyt-crm/SKILL.md,
     regenerated post-merge by tools/generate-skills/. Hand-edits here are
     silently overwritten on the next regen. Edit the library/ source instead.
     See AGENTS.md "Generated artifacts: registry.json, cli-skills/". -->

# Conduyt Crm — Printing Press CLI

## Prerequisites: Install the CLI

This skill drives the `conduyt-crm-pp-cli` binary. **You must verify the CLI is installed before invoking any command from this skill.** If it is missing, install it first:

1. Install via the Printing Press installer:
   ```bash
   npx -y @mvanhorn/printing-press-library install conduyt-crm --cli-only
   ```
2. Verify: `conduyt-crm-pp-cli --version`
3. Ensure `$GOPATH/bin` (or `$HOME/go/bin`) is on `$PATH`.

If the `npx` install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.3 or newer):

```bash
go install github.com/mvanhorn/printing-press-library/library/sales-and-crm/conduyt-crm/cmd/conduyt-crm-pp-cli@latest
```

If `--version` reports "command not found" after install, the install step did not put the binary on `$PATH`. Do not proceed with skill commands until verification succeeds.

## Authentication

All authenticated endpoints require a Bearer token (API key) in the
`Authorization` header:

```
Authorization: Bearer cdy_<your-api-key>
```

API keys are generated in **Settings > API Keys** within the Conduyt
dashboard. Keys use the `cdy_` prefix and are hashed with bcrypt on
creation — the full key is shown exactly once at creation time.

Session cookie authentication (`conduyt_session`) is also supported for
browser-based clients but is not recommended for integrations.

## Rate Limiting

Most write endpoints enforce per-IP rate limits. When exceeded, the API
returns `429 Too Many Requests` with a `Retry-After` header indicating
seconds until the next allowed request.

| Endpoint Group      | Limit               |
|---------------------|---------------------|
| Login               | 5 / 15 min per IP   |
| Registration        | 3 / hour per IP     |
| Contact/Deal create | 30 / min per IP     |
| General             | 100 / 15 min per IP |

## Pagination

List endpoints support cursor-based pagination via query parameters:

- `page` — Page number (default: 1)
- `per_page` — Items per page (default: 50, max: 200)

Responses include a `meta` object: `{ page, per_page, total }`.

## Response Format

All successful responses wrap data in a `data` envelope:
```json
{ "data": { ... } }
```

Error responses use:
```json
{ "error": "Human-readable error message" }
```

## Multi-Tenancy

Conduyt is multi-tenant. All data is scoped to the authenticated user's
current account. API keys are bound to a specific account at creation time.

## Webhook Events

Outbound webhooks fire on events including:
`contact.created`, `contact.updated`, `contact.deleted`,
`deal.created`, `deal.updated`, `deal.won`, `deal.lost`,
`task.created`, `task.completed`, `note.created`,
`appointment.created`, `appointment.updated`,
`form.submitted`, `invoice.paid`

Payloads are signed with HMAC-SHA256 using the webhook's secret. Retries
follow exponential backoff: 1m, 5m, 15m, 1h, 6h, 24h, 72h (7 attempts).

## Command Reference

**activities** — Activity feed and logging

- `conduyt-crm-pp-cli activities create-activity` — Log an activity
- `conduyt-crm-pp-cli activities list` — List activities

**admin** — Super-admin account management and impersonation

- `conduyt-crm-pp-cli admin clean-test-accounts` — Delete test accounts
- `conduyt-crm-pp-cli admin clean-test-data` — Clean test data from the system
- `conduyt-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 impersonating
- `conduyt-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 assistant
- `conduyt-crm-pp-cli ai compose-email` — AI-assisted email composition
- `conduyt-crm-pp-cli ai deal-insights` — AI-generated deal insights and recommendations
- `conduyt-crm-pp-cli ai enrich-contact` — AI-powered contact data enrichment
- `conduyt-crm-pp-cli ai improve-email` — AI-assisted email improvement
- `conduyt-crm-pp-cli ai summarize-contact` — AI-generated contact summary

**api-keys** — API key management

- `conduyt-crm-pp-cli api-keys create` — Returns the full key exactly once. Store it securely.
- `conduyt-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 key

**appointments** — Appointment scheduling

- `conduyt-crm-pp-cli appointments create` — Create an appointment
- `conduyt-crm-pp-cli appointments delete` — Delete an appointment
- `conduyt-crm-pp-cli appointments get` — Get an appointment by ID
- `conduyt-crm-pp-cli appointments list` — List all appointments
- `conduyt-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 ID
- `conduyt-crm-pp-cli automation-executions list` — List automation execution logs

**automations** — Workflow automations (native + n8n), publishing, analytics

- `conduyt-crm-pp-cli automations create` — Create an automation
- `conduyt-crm-pp-cli automations create-from-template` — Create automation from a template
- `conduyt-crm-pp-cli automations delete` — Delete an automation
- `conduyt-crm-pp-cli automations get` — Get an automation by ID
- `conduyt-crm-pp-cli automations list` — List automations
- `conduyt-crm-pp-cli automations list-actions` — List available automation actions
- `conduyt-crm-pp-cli automations list-condition-fields` — List available condition fields for triggers
- `conduyt-crm-pp-cli automations list-events` — List available trigger events
- `conduyt-crm-pp-cli automations list-templates` — List automation templates
- `conduyt-crm-pp-cli automations test-webhook` — Send a test payload to an automation's webhook URL
- `conduyt-crm-pp-cli automations update` — Update an automation

**availability** — Manage availability

- `conduyt-crm-pp-cli availability get` — Get current user's availability rules
- `conduyt-crm-pp-cli availability set` — Set availability rules

**billing** — Stripe billing, checkout, and subscription status

- `conduyt-crm-pp-cli billing create-checkout-session` — Create a Stripe checkout session
- `conduyt-crm-pp-cli billing create-portal` — Create a Stripe billing portal session
- `conduyt-crm-pp-cli billing get-status` — Get subscription status
- `conduyt-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 page
- `conduyt-crm-pp-cli booking-pages delete` — Delete a booking page
- `conduyt-crm-pp-cli booking-pages get` — Get a booking page by ID
- `conduyt-crm-pp-cli booking-pages list` — List booking pages
- `conduyt-crm-pp-cli booking-pages update` — Update a booking page

**bulk** — Manage bulk

- `conduyt-crm-pp-cli bulk delete-contacts` — Bulk delete contacts
- `conduyt-crm-pp-cli bulk edit-contacts` — Bulk edit contact fields
- `conduyt-crm-pp-cli bulk edit-deals` — Bulk edit deal fields
- `conduyt-crm-pp-cli bulk get-status` — Get bulk operation status
- `conduyt-crm-pp-cli bulk tag-contacts` — Bulk add/remove tags on contacts
- `conduyt-crm-pp-cli bulk update-contacts` — Bulk update contacts with field values
- `conduyt-crm-pp-cli bulk update-deals` — Bulk update deals

**calendar** — Internal calendar and appointment management

- `conduyt-crm-pp-cli calendar connect-google` — Initiate Google Calendar OAuth
- `conduyt-crm-pp-cli calendar connect-microsoft` — Initiate Microsoft Calendar OAuth
- `conduyt-crm-pp-cli calendar create-event` — Create an event on a connected calendar
- `conduyt-crm-pp-cli calendar delete-connection` — Disconnect a calendar
- `conduyt-crm-pp-cli calendar delete-event` — Delete a synced calendar event
- `conduyt-crm-pp-cli calendar get-connection` — Get a calendar connection by ID
- `conduyt-crm-pp-cli calendar get-event` — Get a synced calendar event
- `conduyt-crm-pp-cli calendar google-callback` — Google Calendar OAuth callback
- `conduyt-crm-pp-cli calendar list-connections` — List calendar connections
- `conduyt-crm-pp-cli calendar list-events` — List synced calendar events
- `conduyt-crm-pp-cli calendar microsoft-callback` — Microsoft Calendar OAuth callback
- `conduyt-crm-pp-cli calendar sync` — Trigger manual calendar sync
- `conduyt-crm-pp-cli calendar update-event` — Update a synced calendar event
- `conduyt-crm-pp-cli calendar webhook-google` — Google Calendar push notification webhook
- `conduyt-crm-pp-cli calendar webhook-microsoft` — Microsoft Calendar webhook

**calendars** — Internal calendar and appointment management

- `conduyt-crm-pp-cli calendars create` — Create a calendar
- `conduyt-crm-pp-cli calendars get` — Get a calendar by ID
- `conduyt-crm-pp-cli calendars list` — List internal calendars
- `conduyt-crm-pp-cli calendars update` — Update a calendar

**calls** — Call log management

- `conduyt-crm-pp-cli calls create-record` — Create a call record
- `conduyt-crm-pp-cli calls get` — Get a call by ID
- `conduyt-crm-pp-cli calls list` — List call records
- `conduyt-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 channel
- `conduyt-crm-pp-cli chat add-reaction` — Add a reaction to a message
- `conduyt-crm-pp-cli chat create-channel` — Create a chat channel
- `conduyt-crm-pp-cli chat delete-message` — Delete a chat message
- `conduyt-crm-pp-cli chat edit-message` — Edit a chat message
- `conduyt-crm-pp-cli chat get-message` — Get a chat message by ID
- `conduyt-crm-pp-cli chat get-typing-status` — Get who is currently typing
- `conduyt-crm-pp-cli chat list-channels` — List chat channels
- `conduyt-crm-pp-cli chat list-messages` — List messages in a channel
- `conduyt-crm-pp-cli chat remove-member` — Remove a member from a channel
- `conduyt-crm-pp-cli chat remove-reaction` — Remove a reaction from a message
- `conduyt-crm-pp-cli chat send-message` — Send a message in a channel
- `conduyt-crm-pp-cli chat send-typing-indicator` — Send a typing indicator
- `conduyt-crm-pp-cli chat upload-file` — Upload a file to a channel

**companies** — Company (organization) management

- `conduyt-crm-pp-cli companies create-company` — Create a company
- `conduyt-crm-pp-cli companies delete-company` — Soft-delete a company
- `conduyt-crm-pp-cli companies get-company` — Get a company by ID
- `conduyt-crm-pp-cli companies list` — List companies
- `conduyt-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 invitation
- `conduyt-crm-pp-cli conduyt-auth change-password` — Change password (authenticated)
- `conduyt-crm-pp-cli conduyt-auth forgot-password` — Request a password reset email
- `conduyt-crm-pp-cli conduyt-auth get-me` — Get current authenticated user
- `conduyt-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 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 token
- `conduyt-crm-pp-cli conduyt-auth switch-account` — Switch to a different account

**conduyt-search** — Manage conduyt search

- `conduyt-crm-pp-cli conduyt-search` — Global search across contacts, companies, and deals

**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 contact
- `conduyt-crm-pp-cli contacts export` — Export contacts as CSV
- `conduyt-crm-pp-cli contacts find-duplicate` — Find duplicate contacts
- `conduyt-crm-pp-cli contacts get` — Get a contact by ID
- `conduyt-crm-pp-cli contacts get-import-template` — Download CSV import template
- `conduyt-crm-pp-cli contacts import` — Import contacts from CSV
- `conduyt-crm-pp-cli contacts list` — Returns a paginated list of contacts. Supports search, filtering by tag, source, company, assigned user, date...
- `conduyt-crm-pp-cli contacts list-smart-views` — List available smart view definitions
- `conduyt-crm-pp-cli contacts merge` — Merge two contacts
- `conduyt-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 contact
- `conduyt-crm-pp-cli conversations list` — List conversation threads

**custom-fields** — Custom field definitions for contacts and deals

- `conduyt-crm-pp-cli custom-fields create` — Create a custom field definition
- `conduyt-crm-pp-cli custom-fields delete` — Delete a custom field definition
- `conduyt-crm-pp-cli custom-fields list` — List custom field definitions
- `conduyt-crm-pp-cli custom-fields update` — Update a custom field definition

**dashboard** — Dashboard summary metrics

- `conduyt-crm-pp-cli dashboard` — Get dashboard summary metrics

**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 deal
- `conduyt-crm-pp-cli deals get` — Get a deal by ID
- `conduyt-crm-pp-cli deals list` — Returns deals with Kanban-optimized sort order (stage, sortOrder, then requested sort).
- `conduyt-crm-pp-cli deals update` — Update a deal

**dialer** — Click-to-call dialer via Twilio

- `conduyt-crm-pp-cli dialer get-history` — Get recent call history
- `conduyt-crm-pp-cli dialer get-token` — Get a Twilio browser token for click-to-call
- `conduyt-crm-pp-cli dialer initiate-call` — Initiate an outbound call

**document-templates** — Proposal and contract templates with merge fields

- `conduyt-crm-pp-cli document-templates create` — Create a document template
- `conduyt-crm-pp-cli document-templates delete` — Delete a document template
- `conduyt-crm-pp-cli document-templates get` — Get a document template by ID
- `conduyt-crm-pp-cli document-templates list` — List document templates
- `conduyt-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 campaign
- `conduyt-crm-pp-cli drip-campaigns delete` — Delete a drip campaign
- `conduyt-crm-pp-cli drip-campaigns list` — List SMS drip campaigns
- `conduyt-crm-pp-cli drip-campaigns seed` — Seed default drip campaigns
- `conduyt-crm-pp-cli drip-campaigns update` — Update a drip campaign

**drip-enrollments** — Manage drip enrollments

- `conduyt-crm-pp-cli drip-enrollments` — List drip enrollments

**email** — Send individual and bulk emails

- `conduyt-crm-pp-cli email send` — Send an email to a contact
- `conduyt-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 domain
- `conduyt-crm-pp-cli email-domains get` — Get email domain configuration
- `conduyt-crm-pp-cli email-domains remove` — Remove email domain
- `conduyt-crm-pp-cli email-domains update` — Update email domain settings
- `conduyt-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 sequence
- `conduyt-crm-pp-cli emails create-template` — Create an email template
- `conduyt-crm-pp-cli emails delete-template` — Delete an email template
- `conduyt-crm-pp-cli emails enroll-in-sequence` — Enroll contacts in a sequence
- `conduyt-crm-pp-cli emails get-sequence` — Get an email sequence by ID
- `conduyt-crm-pp-cli emails get-sequence-stats` — Get sequence performance stats
- `conduyt-crm-pp-cli emails get-template` — Get an email template by ID
- `conduyt-crm-pp-cli emails list` — List email messages
- `conduyt-crm-pp-cli emails list-sequence-enrollments` — List enrollments for a sequence
- `conduyt-crm-pp-cli emails list-sequences` — List email sequences
- `conduyt-crm-pp-cli emails list-templates` — List email templates
- `conduyt-crm-pp-cli emails test-send-template` — Send a test email from a template
- `conduyt-crm-pp-cli emails unenroll-from-sequence` — Unenroll contacts from a sequence
- `conduyt-crm-pp-cli emails update-sequence` — Update an email sequence
- `conduyt-crm-pp-cli emails update-template` — Update an email template

**files** — File uploads and attachments

- `conduyt-crm-pp-cli files create-record` — Create a file attachment record
- `conduyt-crm-pp-cli files delete` — Delete a file attachment
- `conduyt-crm-pp-cli files list` — List file attachments
- `conduyt-crm-pp-cli files upload` — Upload a file

**forms** — Lead capture forms and submissions

- `conduyt-crm-pp-cli forms create` — Create a form
- `conduyt-crm-pp-cli forms delete` — Delete a form
- `conduyt-crm-pp-cli forms get` — Get a form by ID
- `conduyt-crm-pp-cli forms list` — List forms
- `conduyt-crm-pp-cli forms update` — Update a form

**imports** — CSV import jobs with mapping and deduplication

- `conduyt-crm-pp-cli imports create` — Create an import job
- `conduyt-crm-pp-cli imports get` — Get import job status
- `conduyt-crm-pp-cli imports list` — List import jobs
- `conduyt-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 integration
- `conduyt-crm-pp-cli integrations create-zapier-subscription` — Create a Zapier webhook subscription
- `conduyt-crm-pp-cli integrations delete-zapier-subscription` — Delete a Zapier subscription
- `conduyt-crm-pp-cli integrations disconnect` — Disconnect an integration
- `conduyt-crm-pp-cli integrations get-zapier-sample-data` — Get sample data for a Zapier event
- `conduyt-crm-pp-cli integrations list` — List active integrations
- `conduyt-crm-pp-cli integrations list-zapier-subscriptions` — List Zapier webhook subscriptions

**invoices** — Invoice creation, sending, payments, PDF generation

- `conduyt-crm-pp-cli invoices create` — Create an invoice
- `conduyt-crm-pp-cli invoices delete` — Delete an invoice
- `conduyt-crm-pp-cli invoices get` — Get an invoice by ID
- `conduyt-crm-pp-cli invoices get-next-number` — Get the next auto-incremented invoice number
- `conduyt-crm-pp-cli invoices list` — List invoices
- `conduyt-crm-pp-cli invoices update` — Update an invoice

**messages** — SMS and email message history

- `conduyt-crm-pp-cli messages create` — Create a message record
- `conduyt-crm-pp-cli messages get-sms` — Get an SMS message by ID
- `conduyt-crm-pp-cli messages list` — List messages
- `conduyt-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 note
- `conduyt-crm-pp-cli notes get` — Get a note by ID
- `conduyt-crm-pp-cli notes list` — List notes
- `conduyt-crm-pp-cli notes update` — Update a note

**notifications** — In-app notifications

- `conduyt-crm-pp-cli notifications create` — Create a notification
- `conduyt-crm-pp-cli notifications list` — List notifications
- `conduyt-crm-pp-cli notifications mark-all-read` — Mark all notifications as read
- `conduyt-crm-pp-cli notifications mark-read` — Mark a notification as read

**pipelines** — 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 pipeline
- `conduyt-crm-pp-cli pipelines get` — Get a pipeline by ID
- `conduyt-crm-pp-cli pipelines list` — List pipelines with stages
- `conduyt-crm-pp-cli pipelines update` — Update a pipeline

**products** — Product catalog for invoices

- `conduyt-crm-pp-cli products create` — Create a product
- `conduyt-crm-pp-cli products delete` — Delete a product
- `conduyt-crm-pp-cli products get` — Get a product by ID
- `conduyt-crm-pp-cli products list` — List products
- `conduyt-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 page
- `conduyt-crm-pp-cli public get-booking-page` — Get a public booking page by slug
- `conduyt-crm-pp-cli public get-booking-slots` — Get available time slots for a booking page

**push** — Manage push

- `conduyt-crm-pp-cli push get-public-key` — Get VAPID public key for web push
- `conduyt-crm-pp-cli push subscribe` — Subscribe to web push notifications
- `conduyt-crm-pp-cli push unsubscribe` — Unsubscribe from web push

**reports** — Pipeline, revenue, activity, team, and custom reports

- `conduyt-crm-pp-cli reports create-custom` — Create a custom report
- `conduyt-crm-pp-cli reports delete-custom` — Delete a custom report
- `conduyt-crm-pp-cli reports get-activity` — Activity report
- `conduyt-crm-pp-cli reports get-custom` — Get a custom report by ID
- `conduyt-crm-pp-cli reports get-pipeline` — Pipeline performance report
- `conduyt-crm-pp-cli reports get-revenue` — Revenue report
- `conduyt-crm-pp-cli reports get-team` — Team performance report
- `conduyt-crm-pp-cli reports list-custom` — List saved custom reports
- `conduyt-crm-pp-cli reports run-custom` — Execute a custom report and return results
- `conduyt-crm-pp-cli reports update-custom` — Update a custom report

**scoring-rules** — Lead scoring rule management

- `conduyt-crm-pp-cli scoring-rules create` — Create a scoring rule
- `conduyt-crm-pp-cli scoring-rules delete` — Delete a scoring rule
- `conduyt-crm-pp-cli scoring-rules list` — List lead scoring rules
- `conduyt-crm-pp-cli scoring-rules recalculate-scores` — Recalculate all contact scores
- `conduyt-crm-pp-cli scoring-rules update` — Update a scoring rule

**settings** — Account settings, branding, SMS/Twilio configuration

- `conduyt-crm-pp-cli settings get` — Get account settings
- `conduyt-crm-pp-cli settings get-branding` — Get white-label branding settings
- `conduyt-crm-pp-cli settings get-sms` — Get SMS provider settings
- `conduyt-crm-pp-cli settings get-twilio` — Get Twilio configuration
- `conduyt-crm-pp-cli settings test-integration` — Test an integration connection
- `conduyt-crm-pp-cli settings test-sms` — Send a test SMS
- `conduyt-crm-pp-cli settings test-twilio` — Test Twilio configuration
- `conduyt-crm-pp-cli settings update` — Update account settings
- `conduyt-crm-pp-cli settings update-branding` — Update white-label branding
- `conduyt-crm-pp-cli settings update-sms` — Update SMS provider settings
- `conduyt-crm-pp-cli settings update-twilio` — Update Twilio configuration

**smart-lists** — Static contact lists

- `conduyt-crm-pp-cli smart-lists create` — Create a smart list
- `conduyt-crm-pp-cli smart-lists list` — List smart lists (static contact lists)
- `conduyt-crm-pp-cli smart-lists update` — Update a smart list

**tags** — Tag management and merging

- `conduyt-crm-pp-cli tags create` — Create a tag
- `conduyt-crm-pp-cli tags delete` — Delete a tag
- `conduyt-crm-pp-cli tags list` — List tags
- `conduyt-crm-pp-cli tags merge` — Merge two tags
- `conduyt-crm-pp-cli tags update` — Update a tag

**tasks** — Task management with assignment and due dates

- `conduyt-crm-pp-cli tasks create` — Create a task
- `conduyt-crm-pp-cli tasks delete` — Delete a task
- `conduyt-crm-pp-cli tasks get` — Get a task by ID
- `conduyt-crm-pp-cli tasks list` — List tasks
- `conduyt-crm-pp-cli tasks update` — Update a task

**users** — Team member management and invitations

- `conduyt-crm-pp-cli users get` — Get a team member by ID
- `conduyt-crm-pp-cli users invite` — Invite a team member
- `conduyt-crm-pp-cli users list` — List team members
- `conduyt-crm-pp-cli users remove` — Remove a team member
- `conduyt-crm-pp-cli users update` — Update a team member

**webhook-logs** — Manage webhook logs

- `conduyt-crm-pp-cli webhook-logs` — List webhook delivery logs

**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 delete` — Delete a webhook
- `conduyt-crm-pp-cli webhooks get` — Get a webhook by ID
- `conduyt-crm-pp-cli webhooks inbound-contact` — Inbound webhook for contact data
- `conduyt-crm-pp-cli webhooks inbound-deal` — Inbound webhook for deal data
- `conduyt-crm-pp-cli webhooks list` — List outbound webhooks
- `conduyt-crm-pp-cli webhooks list-endpoints` — List configured webhook endpoints
- `conduyt-crm-pp-cli webhooks messages` — Inbound webhook for message events
- `conduyt-crm-pp-cli webhooks receive` — Receive an inbound webhook payload
- `conduyt-crm-pp-cli webhooks sms-inbound` — Twilio inbound SMS webhook
- `conduyt-crm-pp-cli webhooks sms-status` — Twilio SMS status callback
- `conduyt-crm-pp-cli webhooks stripe-invoice` — Stripe invoice webhook
- `conduyt-crm-pp-cli webhooks test` — Send a test payload to a webhook
- `conduyt-crm-pp-cli webhooks update` — Update a webhook
- `conduyt-crm-pp-cli webhooks voice-inbound` — Twilio inbound voice webhook
- `conduyt-crm-pp-cli webhooks voice-recording` — Twilio recording callback
- `conduyt-crm-pp-cli webhooks voice-status` — Twilio voice status callback
- `conduyt-crm-pp-cli webhooks voice-voicemail` — Twilio voicemail callback

**workflows** — Simple trigger-action workflows

- `conduyt-crm-pp-cli workflows create` — Create a workflow
- `conduyt-crm-pp-cli workflows delete` — Delete a workflow
- `conduyt-crm-pp-cli workflows get` — Get a workflow by ID
- `conduyt-crm-pp-cli workflows list` — List workflows
- `conduyt-crm-pp-cli workflows update` — Update a workflow


### Finding the right command

When you know what you want to do but not which command does it, ask the CLI directly:

```bash
conduyt-crm-pp-cli which "<capability in your own words>"
```

`which` resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code `0` means at least one match; exit code `2` means no confident match — fall back to `--help` or use a narrower query.

## Auth Setup

Store your access token:

```bash
conduyt-crm-pp-cli auth set-token YOUR_TOKEN_HERE
```

Or set `CONDUYT_BEARER_AUTH` as an environment variable.

Run `conduyt-crm-pp-cli doctor` to verify setup.

## Agent Mode

Add `--agent` to any command. Expands to: `--json --compact --no-input --no-color --yes`.

- **Pipeable** — JSON on stdout, errors on stderr
- **Filterable** — `--select` keeps a subset of fields. Dotted paths descend into nested structures; arrays traverse element-wise. Critical for keeping context small on verbose APIs:

  ```bash
  conduyt-crm-pp-cli activities list --agent --select id,name,status
  ```
- **Previewable** — `--dry-run` shows the request without sending
- **Offline-friendly** — sync/search commands can use the local SQLite store when available
- **Non-interactive** — never prompts, every input is a flag
- **Explicit retries** — use `--idempotent` only when an already-existing create should count as success, and `--ignore-missing` only when a missing delete target should count as success

### Response envelope

Commands that read from the local store or the API wrap output in a provenance envelope:

```json
{
  "meta": {"source": "live" | "local", "synced_at": "...", "reason": "..."},
  "results": <data>
}
```

Parse `.results` for data and `.meta.source` to know whether it's live or local. A human-readable `N results (live)` summary is printed to stderr only when stdout is a terminal — piped/agent consumers get pure JSON on stdout.

## Agent Feedback

When you (or the agent) notice something off about this CLI, record it:

```
conduyt-crm-pp-cli feedback "the --since flag is inclusive but docs say exclusive"
conduyt-crm-pp-cli feedback --stdin < notes.txt
conduyt-crm-pp-cli feedback list --json --limit 10
```

Entries are stored locally at `~/.conduyt-crm-pp-cli/feedback.jsonl`. They are never POSTed unless `CONDUYT_CRM_FEEDBACK_ENDPOINT` is set AND either `--send` is passed or `CONDUYT_CRM_FEEDBACK_AUTO_SEND=true`. Default behavior is local-only.

Write what *surprised* you, not a bug report. Short, specific, one line: that is the part that compounds.

## Output Delivery

Every command accepts `--deliver <sink>`. The output goes to the named sink in addition to (or instead of) stdout, so agents can route command results without hand-piping. Three sinks are supported:

| Sink | Effect |
|------|--------|
| `stdout` | Default; write to stdout only |
| `file:<path>` | Atomically write output to `<path>` (tmp + rename) |
| `webhook:<url>` | POST the output body to the URL (`application/json` or `application/x-ndjson` when `--compact`) |

Unknown schemes are refused with a structured error naming the supported set. Webhook failures return non-zero and log the URL + HTTP status on stderr.

## Named Profiles

A profile is a saved set of flag values, reused across invocations. Use it when a scheduled agent calls the same command every run with the same configuration - HeyGen's "Beacon" pattern.

```
conduyt-crm-pp-cli profile save briefing --json
conduyt-crm-pp-cli --profile briefing activities list
conduyt-crm-pp-cli profile list --json
conduyt-crm-pp-cli profile show briefing
conduyt-crm-pp-cli profile delete briefing --yes
```

Explicit flags always win over profile values; profile values win over defaults. `agent-context` lists all available profiles under `available_profiles` so introspecting agents discover them at runtime.

## Exit Codes

| Code | Meaning |
|------|---------|
| 0 | Success |
| 2 | Usage error (wrong arguments) |
| 3 | Resource not found |
| 4 | Authentication required |
| 5 | API error (upstream issue) |
| 7 | Rate limited (wait and retry) |
| 10 | Config error |

## Argument Parsing

Parse `$ARGUMENTS`:

1. **Empty, `help`, or `--help`** → show `conduyt-crm-pp-cli --help` output
2. **Starts with `install`** → ends with `mcp` → MCP installation; otherwise → see Prerequisites above
3. **Anything else** → Direct Use (execute as CLI command with `--agent`)

## MCP Server Installation

Install the MCP binary from this CLI's published public-library entry or pre-built release, then register it:

```bash
claude mcp add conduyt-crm-pp-mcp -- conduyt-crm-pp-mcp
```

Verify: `claude mcp list`

## Direct Use

1. Check if installed: `which conduyt-crm-pp-cli`
   If not found, offer to install (see Prerequisites at the top of this skill).
2. Match the user query to the best command from the Unique Capabilities and Command Reference above.
3. Execute with the `--agent` flag:
   ```bash
   conduyt-crm-pp-cli <command> [subcommand] [args] --agent
   ```
4. If ambiguous, drill into subcommand help: `conduyt-crm-pp-cli <command> --help`.