virtualdojo 0.7.4

Command-line interface for VirtualDojo CRM

VirtualDojo CLI

Command-line interface for VirtualDojo CRM - interact with your CRM data, manage records, and automate workflows from the terminal.

Features

• Authentication: Login with email/password or API keys
• Record Management: Full CRUD operations on any object
• Schema Discovery: Explore objects, fields, and picklists
• File Management: Upload, download, and manage files with progress tracking
• Multiple Profiles: Manage connections to different servers/tenants
• Rich Output: Beautiful tables, JSON, and YAML formatting
• Filter Support: Powerful filtering with operators (contains, gte, ne, etc.)

Installation

From PyPI (recommended)

pip install virtualdojo

Or with pipx (recommended for CLI tools):

pipx install virtualdojo

From Source

git clone https://github.com/Quote-ly/virtualdojo_cli.git
cd virtualdojo_cli
pip install -e .

Quick Start

1. Login

# Login to default production server (prompts for email, password)
vdojo login

# Login to local development server
vdojo login --local
vdojo login -l

# Login to specific server
vdojo login --server localhost:8000 --tenant my-tenant
vdojo login -s dev -t my-tenant

# Login with API key (for CI/CD - use environment variables!)
export VIRTUALDOJO_API_KEY=sk-abc123
export VIRTUALDOJO_TENANT=my-company
vdojo login

2. Check Connection

vdojo whoami

3. List Records

# List accounts
vdojo records list accounts

# List with filtering
vdojo records list opportunities --filter "stage_ne=closed,amount_gte=10000"

# Output as JSON
vdojo records list contacts --format json

Commands

Authentication

# Login (shortcuts available at top level)
vdojo login                                    # Default server, prompts for details
vdojo login --local                            # Local development (localhost:8000)
vdojo login -s dev -t my-tenant            # Dev server
vdojo login --server api.mycompany.com -t prod # Custom server

# Server shortcuts:
#   --local, -l          → http://localhost:8000
#   --server local       → http://localhost:8000
#   --server dev         → dev server
#   --server production  → production server

# Check current user
vdojo whoami

# Logout
vdojo logout

# Manage API keys
vdojo auth api-key list
vdojo auth api-key create --name "CI Pipeline" --expires 90
vdojo auth api-key revoke KEY_ID

Records

# List records
vdojo records list accounts
vdojo records list accounts --limit 100 --filter "status=active"

# Get single record
vdojo records get accounts acc-123

# Create record
vdojo records create accounts --data '{"name": "Acme Corp"}'
vdojo records create tasks --set "name=Follow up" --set "status=pending"

# Update record
vdojo records update accounts acc-123 --set "status=active"

# Delete record
vdojo records delete accounts acc-123

# Count records
vdojo records count opportunities --filter "stage=negotiation"

Schema

# List all objects
vdojo schema objects
vdojo schema objects --type custom  # Only custom objects

# Describe an object
vdojo schema describe accounts

# List fields
vdojo schema fields opportunities
vdojo schema fields contacts --required  # Only required fields

# View picklist values
vdojo schema picklists opportunities --field stage

Files

# List files and folders
vdojo files list
vdojo files list --folder folder-123       # List folder contents
vdojo files list --type image              # Filter by type

# Get file info
vdojo files info file-123
vdojo files info file-123 --format json

# Upload files
vdojo files upload ./report.pdf                      # Upload to root
vdojo files upload ./report.pdf -f folder-123        # Upload to folder
vdojo files upload ./data/ --recursive               # Upload directory

# Download files
vdojo files download file-123                        # Download to current dir
vdojo files download file-123 -o ./downloads/        # Download to directory
vdojo files download file-123 -o ./report.pdf        # Download with name

# Delete files
vdojo files delete file-123
vdojo files delete folder-456 --force

# Create folders
vdojo files mkdir "New Folder"
vdojo files mkdir "Reports" --parent folder-123

# Move, rename, copy
vdojo files move file-123 --to folder-456
vdojo files rename file-123 --name "new-name.pdf"
vdojo files copy file-123 --to folder-456

# Share files
vdojo files share file-123 --public                  # Generate public link
vdojo files share file-123 --user user-456           # Share with user
vdojo files share file-123 --user user-456 --permission edit
vdojo files unshare file-123 --user user-456
vdojo files shares file-123                          # List shares

# Link files to records
vdojo files link file-123 --object accounts --record acc-456
vdojo files unlink file-123 --link link-789
vdojo files links file-123                           # List links

# Search files
vdojo files search "quarterly report"
vdojo files search "report" --type document --created-after 2024-01-01

# Storage info
vdojo files storage

Configuration

# Show current config
vdojo config show

# Manage profiles
vdojo config profile list
vdojo config profile add dev --server https://dev.virtualdojo.com --tenant test
vdojo config profile use dev
vdojo config profile remove old-profile

# Change settings
vdojo config set default_limit 100
vdojo config set output_format json

Filter Operators

When using --filter, you can use these operators:

Operator	Description	Example
(none)	Equals	status=active
_ne	Not equals	stage_ne=closed
_gt	Greater than	amount_gt=10000
_gte	Greater than or equal	amount_gte=10000
_lt	Less than	amount_lt=1000
_lte	Less than or equal	amount_lte=1000
_contains	Contains text	name_contains=Acme
_startswith	Starts with	name_startswith=A
_endswith	Ends with	email_endswith=@corp.com
_in	In list	status_in=active|pending or status_in="active,pending"
_isnull	Is null	email_isnull=true

Combine multiple filters with commas:

vdojo records list opportunities --filter "stage_ne=closed,amount_gte=10000,owner_contains=john"

Output Formats

All commands support multiple output formats:

# Table (default) - human-readable
vdojo records list accounts

# JSON - machine-readable
vdojo records list accounts --format json

# YAML - configuration-friendly
vdojo records list accounts --format yaml

Multiple Profiles

Manage connections to different environments:

# Add profiles
vdojo config profile add production --server https://api.virtualdojo.com --tenant prod
vdojo config profile add dev --server https://dev.virtualdojo.com --tenant dev
vdojo config profile add local --server http://localhost:8000 --tenant dev

# Switch default profile
vdojo config profile use production

# Use a specific profile for one command
vdojo records list accounts --profile dev

Configuration

Configuration is stored in:

• Linux/macOS: ~/.config/virtualdojo/config.toml
• Windows: %APPDATA%\virtualdojo\config.toml

Credentials are stored separately with restricted permissions:

• Linux/macOS: ~/.config/virtualdojo/credentials.toml
• Windows: %APPDATA%\virtualdojo\credentials.toml

Security

Credential Storage

The CLI stores authentication tokens securely:

1. System Keyring (Recommended): When available, tokens are stored in your operating system's secure credential storage:

   • macOS: Keychain
   • Linux: Secret Service (GNOME Keyring, KWallet)
   • Windows: Windows Credential Manager

2. Fallback File Storage: If no system keyring is available, tokens are stored in credentials.toml with restricted file permissions (0600 - owner read/write only).

Recommendations:

• Use full-disk encryption on your machine
• On shared systems, ensure your home directory is not accessible to other users
• Regularly rotate API keys via vdojo auth api-key create / vdojo auth api-key revoke

Environment Variables for CI/CD

For automated workflows, use environment variables instead of command-line arguments to avoid exposing credentials in shell history and process listings:

# Set credentials via environment (secure)
export VIRTUALDOJO_API_KEY=sk-your-api-key
export VIRTUALDOJO_TENANT=your-tenant-id
export VIRTUALDOJO_SERVER=https://api.virtualdojo.com

# Run commands without exposing secrets
vdojo login
vdojo records list accounts

Available environment variables:

Variable	Description
VIRTUALDOJO_API_KEY	API key for authentication
VIRTUALDOJO_PASSWORD	Password (for non-interactive login)
VIRTUALDOJO_EMAIL	Email address
VIRTUALDOJO_TENANT	Tenant ID or subdomain
VIRTUALDOJO_SERVER	Server URL

HTTPS Connections

The CLI uses HTTPS by default for all production connections. When connecting to HTTP endpoints (like localhost for development), a warning is displayed:

! Using insecure HTTP connection to http://localhost:8000.
  Credentials will be transmitted in plaintext.

Never use HTTP for production environments.

Security Best Practices

1. Use API keys for automation - Create dedicated API keys with expiration for CI/CD pipelines
2. Don't commit credentials - Never commit .env files or credentials to version control
3. Rotate credentials - Regularly rotate API keys, especially after team member departures
4. Use environment variables - Prefer VIRTUALDOJO_API_KEY over --api-key in scripts
5. Audit access - Review API key usage via vdojo auth api-key list

Development

Setup

# Clone repository
git clone https://github.com/Quote-ly/virtualdojo_cli.git
cd virtualdojo_cli

# Install with dev dependencies
pip install -e ".[dev]"

# Run tests
pytest

# Run linting
ruff check src/
black --check src/

Running Locally

# Run CLI directly
python -m virtualdojo --help

# Or after installing
vdojo --help

Requirements

• Python 3.10+
• A VirtualDojo CRM instance to connect to

Changelog

v0.4.0 (2025-12-03)

New Features:

• File uploads now automatically generate AI embeddings by default
  • Uploaded files are processed for vector search and AI capabilities
  • Use --no-embeddings flag to skip AI processing for large binary files
  • Example: vdojo files upload ./report.pdf (with embeddings)
  • Example: vdojo files upload ./large.zip --no-embeddings (skip processing)

v0.3.0 (2025-12-03)

Bug Fixes:

• Fixed _in and _not_in filter operators not handling multiple values correctly (#1)
  • Now supports pipe delimiter: name_in=VENDORS|DISTRIBUTORS|RESELLERS
  • Now supports quoted commas: name_in="VENDORS,DISTRIBUTORS,RESELLERS"

Improvements:

• File downloads now use secure streaming endpoint (/stream) instead of presigned URLs
  • Downloads are authenticated on every request
  • No shareable URLs that could be leaked
  • Works correctly with MinIO in Docker environments

v0.2.0 (2025-12-02)

• Initial public release
• Authentication with email/password and API keys
• Full CRUD operations on all CRM objects
• Schema discovery and exploration
• File management with progress tracking
• Multiple profile support
• Rich terminal output

License

MIT License - see LICENSE file.

Links

• VirtualDojo CRM
• API Documentation
• Issue Tracker