pp-conduyt-crm

What this skill does

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# 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. It defaults binaries to `$HOME/.local/bin` on macOS/Linux and `%LOCALAPPDATA%\Programs\PrintingPress\bin` on Windows:
   ```bash
   npx -y @mvanhorn/printing-press-library install conduyt-crm --cli-only
   ```
2. Verify: `conduyt-crm-pp-cli --version`
3. Ensure the reported install directory is on `$PATH` for the agent/runtime that will invoke this skill.

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 runtime cannot see the binary directory 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 dea