# CLI

> graph8 developer CLI for tracking snippets and progressive forms

Source: https://docs.graph8.com/developers/cli/

The `g8` CLI gives you terminal access to graph8's developer tools — get framework-specific tracking snippets and progressive form templates directly from your terminal.

> **Tip:**
> Try the developer tier free - 1,000 credits, no card required. [Get started](https://auth.graph8.com/en/signup).
>
> AI agents: fetch the full doc index at [https://docs.graph8.com/llms.txt](https://docs.graph8.com/llms.txt).

> **Note:**
> Looking for the MCP server? The [MCP Server](https://docs.graph8.com/developers/mcp/) connects AI agents via OAuth — no installation needed. The CLI is a separate tool for terminal usage.

## Personal vs Admin Credentials

For most users, CLI auth should come from your **Profile**.

| Use Case | Where to get credentials | What to use |
|----------|--------------------------|-------------|
| Personal CLI usage on your machine | **Profile -> Developer** | `g8 login` (OAuth) or personal API key |
| Shared service account or org-wide automation | **Settings -> API** | Org API key |

> **Tip:**
> Your PropelAuth access token from Profile is not the same as an API key. For CLI commands, use `g8 login` or `G8_API_KEY`.

## Installation

```bash
pip install g8-mcp-server
```

This installs the `g8` command. Requires Python 3.10+.

## Authentication

Three ways to authenticate:

### `g8 login` (recommended)

```bash
g8 login
```

Opens your browser to sign in via OAuth. Once authenticated, a token is saved to `~/.g8/credentials.json` and used automatically for all future commands. No API key needed.

### API key

If you prefer using an API key, use your **personal API key** from **Profile -> Developer**. Admins can also use org keys from **Settings -> API** for shared integrations.

**Store it locally:**

```bash
g8 login --api-key
```

Prompts you to paste an API key, validates it, and saves it to `~/.g8/credentials.json`.

**Or set it as an environment variable:**

```bash
export G8_API_KEY="your_api_key_here"
```

> **Note:**
> **Precedence:** `G8_API_KEY` env var > `~/.g8/credentials.json` (OAuth or API key). The env var always wins when both are present.

### `g8 logout`

Remove stored credentials:

```bash
g8 logout
```

### `g8 whoami`

Check your current authentication status:

```bash
g8 whoami
# Auth source:  OAuth (~/.g8/credentials.json)
# Logged in as: thomas@graph8.com
```

## Commands

### `g8 snippet`

Get the graph8 tracking snippet for any supported framework. The snippet loads `p.js` — the graph8 tracking script — on every page.

**Usage:**

```bash
# Get snippet for a framework
g8 snippet --framework nextjs

# List all supported frameworks
g8 snippet --list

# Get snippet for a specific repo
g8 snippet --framework react --repo-id <repo-id>

# Output as JSON
g8 snippet --framework html --format json
```

**Options:**

| Option | Description |
|--------|-------------|
| `--framework` | Target framework (required unless `--list`) |
| `--list` | List all supported frameworks |
| `--repo-id` | Repository ID for repo-specific config (optional) |
| `--format` | Output format: `text` (default) or `json` |

**Supported Frameworks:**

| Framework | Rendering | Description |
|-----------|-----------|-------------|
| `html` | SSR | HTML / Vanilla JS — script tag in `<head>` |
| `react` | CSR | React — `useEffect` component |
| `nextjs` | SSR | Next.js — `next/script` for App Router and Pages Router |
| `vue` | CSR | Vue — `onMounted` composable |
| `wordpress` | SSR | WordPress — `functions.php` hook |
| `webflow` | SSR | Webflow — Custom Code in project settings |
| `shopify` | SSR | Shopify — `theme.liquid` snippet |

> **Note:**
> **SSR** (server-side rendered) frameworks load the snippet in the HTML layout — it's available from the first paint. Call `g8.track()` and `g8.identify()` directly.
>
> **CSR** (client-side rendered) frameworks inject the snippet via `useEffect` or `onMounted` after hydration. Use `window.g8?.track()` with optional chaining since the script may not be ready immediately.

**Example output:**

```bash
$ g8 snippet --framework nextjs
```

```
graph8 Tracking Snippet — Next.js

Setup Steps:
  1. App Router: add the Script to app/layout.tsx
  2. Pages Router: add the Script to pages/_app.tsx
  3. Use window.g8?.track() and window.g8?.identify() in client components

Code:
————————————————————————————————————————————————————————————
// app/layout.tsx (App Router)
import Script from 'next/script';

export default function RootLayout({ children }) {
  return (
    <html>
      <head>
        <Script
          src="https://t.graph8.com/p.js"
          data-write-key="your-write-key"
          data-tracking-host="https://t.graph8.com"
          strategy="afterInteractive"
        />
      </head>
      <body>{children}</body>
    </html>
  );
}
————————————————————————————————————————————————————————————

Tracking Methods:
  identify: g8.identify("user-id", {email: "user@example.com", name: "Jane Doe"})
  track: g8.track("event_name", {property: "value"})
```

### Privacy Options

The generated snippet includes data-attributes you can add to control privacy behavior:

| Attribute | Values | Description |
|-----------|--------|-------------|
| `data-privacy-dont-send` | `"true"` | Disables cookies and event sending |
| `data-privacy-user-ids` | `"true"` | Disables storing user identifiers |
| `data-privacy-ip-policy` | `"keep"`, `"stripLastOctet"`, `"remove"` | Controls IP address handling |
| `data-init-only` | `"true"` | Initializes the script without sending a page event |

### Verifying the Snippet

After adding the snippet to your app:

1. Open browser **DevTools -> Network** tab
2. Look for requests to your tracking host (`/p.js`)
3. In **Console**: `window.g8` should be defined
4. Call `g8.track('test_event')` — you should see a network request

---

### `g8 form`

Get a progressive form template — an embeddable or popup form that collects data in stages across multiple visits.

> **Caution:**
> The tracking snippet must be installed before forms will work. Run `g8 snippet --framework <name>` first.

**Usage:**

```bash
# Get an embedded form template
g8 form --framework react --variant embedded

# Get a popup form template
g8 form --framework nextjs --variant popup

# Custom field stages
g8 form --framework html --variant embedded \
  --stages '[{"stage":1,"fields":[{"name":"email","type":"email","required":true}]}]'

# Output as JSON
g8 form --framework vue --variant popup --format json
```

**Options:**

| Option | Description |
|--------|-------------|
| `--framework` | Target framework (required) |
| `--variant` | Form variant: `embedded` or `popup` (required) |
| `--repo-id` | Repository ID for repo-specific config (optional) |
| `--stages` | Custom field stages as JSON string (optional) |
| `--format` | Output format: `text` (default) or `json` |

**Form Variants:**

| Variant | Best for |
|---------|----------|
| `embedded` | Inline forms within page content (signup sections, footers, sidebars) |
| `popup` | Modal/overlay forms triggered by buttons or page events |

### Progressive Form Stages

Forms collect data progressively across visits — asking for a little more each time. The default stages are:

| Stage | Fields | Purpose |
|-------|--------|---------|
| 1 | `work_email` | Initial capture — lowest friction |
| 2 | `first_name`, `last_name`, `company` | Identity enrichment |
| 3 | `job_title`, `phone` | Qualification data |

The form tracks which stage the visitor has completed using `localStorage` and shows the next stage on their return visit.

**Custom stages:** Pass a JSON array to `--stages` to override the defaults:

```bash
g8 form --framework react --variant embedded \
  --stages '[
    {"stage": 1, "fields": [
      {"name": "email", "type": "email", "required": true}
    ]},
    {"stage": 2, "fields": [
      {"name": "name", "type": "text", "required": true},
      {"name": "role", "type": "select", "required": false,
       "options": ["Developer", "Manager", "Executive"]}
    ]}
  ]'
```

### Data Flow

When a form is submitted, the data flows through graph8's tracking pipeline:

1. Form captures field values from the visitor
2. `g8.identify()` sends the data to graph8's CDP
3. `g8.track()` records the form submission event
4. Data appears in the contact profile in your graph8 workspace

### `g8 logs`

Show your organization's most recent API requests — method, path, status code, and `request_id` — for debugging an integration. Reads the same [request log](https://docs.graph8.com/developers/request-logs/) the REST API exposes.

```bash
# Most recent 50 requests (newest first)
g8 logs

# Limit the number of entries (1-200)
g8 logs --limit 20
```

Each entry includes the `request_id`, which matches the `X-Request-Id` response header — quote it to support when reporting an issue.

### `g8 usage`

Show your organization's credit balance — total, held, available, and lifetime totals. Reads [`GET /api/v1/usage`](https://docs.graph8.com/developers/usage/).

```bash
g8 usage
```

### `g8 usage-transactions`

Show your organization's credit-transaction ledger (most recent first).

```bash
# Most recent 50 transactions
g8 usage-transactions

# Limit the number of entries (1-200)
g8 usage-transactions --limit 20
```

### `g8 webhooks`

List your organization's webhook subscriptions. Reads [`GET /api/v1/webhooks`](https://docs.graph8.com/developers/webhooks/).

```bash
g8 webhooks
```

### `g8 webhooks-events`

List all available webhook event types — each with its category and description (the [event catalog](https://docs.graph8.com/developers/webhooks/#available-events)). Use it to discover what you can subscribe to.

```bash
g8 webhooks-events
```

## Output Formats

| Format | Flag | Description |
|--------|------|-------------|
| Text | `--format text` (default) | Human-readable output with headers, code blocks, and setup steps |
| JSON | `--format json` | Machine-readable output — same structure as the MCP tool response |

The JSON format is useful for piping into other tools or scripts:

```bash
g8 snippet --framework html --format json | jq '.snippet_code'
```

## Workflow

The recommended order for integrating graph8 into your app:

1. **Install the tracking snippet** — this is always the first step
```bash
   g8 snippet --framework nextjs
```

2. **Add the snippet to your app** — follow the setup steps in the output

3. **Configure tracking** — add identify and track calls:
```javascript
   // On login/signup
   g8.identify("user-123", { email: "user@example.com", name: "Jane" });

   // On key actions
   g8.track("plan_selected", { plan: "pro", billing: "annual" });
```

4. **Add progressive forms** — once tracking is working:
```bash
   g8 form --framework nextjs --variant embedded
```

5. **Verify** - open DevTools Network tab and look for requests to your tracking host

> **Tip:**
> Prefer `npm install @graph8/sdk` over the script tag? See the [JavaScript SDK](https://docs.graph8.com/developers/sdk/) docs.

---

## CRM Commands

### `g8 search-contacts`

Search contacts already in your CRM.

```bash
g8 search-contacts --job-title "VP Sales" --limit 10
g8 search-contacts --email john@acme.com
g8 search-contacts --company "Acme" --seniority VP
g8 search-contacts --list-id 637
```

| Option | Description |
|--------|-------------|
| `--email` | Filter by email (exact match) |
| `--name` | Filter by name (partial match) |
| `--job-title` | Filter by job title (partial match) |
| `--seniority` | Filter by seniority (C-Suite, VP, Director, Manager) |
| `--company` | Filter by company name (partial match) |
| `--country` | Filter by country |
| `--list-id` | Filter by contact list ID |
| `--page` | Page number (default 1) |
| `--limit` | Results per page (default 25) |

### `g8 search-companies`

Search companies in your CRM.

```bash
g8 search-companies --industry "SaaS" --limit 10
g8 search-companies --domain acme.com
```

| Option | Description |
|--------|-------------|
| `--domain` | Filter by domain |
| `--industry` | Filter by industry |
| `--name` | Filter by company name |
| `--page` | Page number (default 1) |
| `--limit` | Results per page (default 25) |

### `g8 create-contact`

Create a new contact in your CRM.

```bash
g8 create-contact --email jane@acme.com --first-name Jane --last-name Smith --job-title "VP Sales"
g8 create-contact --email john@startup.io --list-id 637
```

| Option | Description |
|--------|-------------|
| `--email` | Work email (required) |
| `--first-name` | First name |
| `--last-name` | Last name |
| `--job-title` | Job title |
| `--company-domain` | Company domain |
| `--list-id` | Add to this list immediately |

### `g8 create-list`

Create a new contact or company list.

```bash
g8 create-list --title "VP Sales - SaaS SMB"
g8 create-list --title "Target Companies" --type companies
```

| Option | Description |
|--------|-------------|
| `--title` | List name (required) |
| `--type` | `contacts` (default) or `companies` |

### `g8 add-to-list`

Add existing contacts to a list.

```bash
g8 add-to-list --list-id 637 --contact-ids 5028106,5028105,5028104
```

| Option | Description |
|--------|-------------|
| `--list-id` | List ID (required) |
| `--contact-ids` | Comma-separated contact IDs (required) |

---

## Prospecting Commands

### `g8 lookup-person`

Look up a single person in graph8's 700M+ contact index. Costs 2 credits per lookup, charged only when a match is found.

```bash
g8 lookup-person --email mark.rubin@tiledb.com
g8 lookup-person --linkedin "linkedin.com/in/jane-smith"
g8 lookup-person --first-name Jane --last-name Smith --company-domain acme.com
```

| Option | Description |
|--------|-------------|
| `--email` | Email address |
| `--linkedin` | LinkedIn URL |
| `--first-name` | First name (use with last-name + company-domain) |
| `--last-name` | Last name |
| `--company-domain` | Company domain |

### `g8 lookup-company`

Look up a company. Costs 2 credits per lookup, charged only when a match is found.

```bash
g8 lookup-company --domain tiledb.com
g8 lookup-company --name "Acme Corp"
```

### `g8 find-contacts`

Search the 700M+ open contact index for new prospects. Free on both PAYG and Platform within the 50 rps cap.

```bash
g8 find-contacts --filters '[{"field":"seniority_level","operator":"any_of","value":["VP","Director"]},{"field":"company_industry","operator":"contains","value":["SaaS"]}]' --limit 10
```

| Option | Description |
|--------|-------------|
| `--filters` | JSON array of filter objects (required) |
| `--page` | Page number (default 1) |
| `--limit` | Results per page (default 25) |

**Filter fields:** `first_name`, `last_name`, `work_email`, `job_title`, `seniority_level`, `company_name`, `company_domain`, `company_industry`, `company_employee_count`, `company_revenue`, `country`, `state`, `city`

**Operators:** `any_of`, `contains`, `all_of`, `none_of`, `is_empty`, `is_not_empty`, `between`, `exists`

### `g8 find-companies`

Search the 100M+ company database. Free on both PAYG and Platform within the 50 rps cap.

```bash
g8 find-companies --filters '[{"field":"industry","operator":"contains","value":["SaaS"]},{"field":"employee_count","operator":"between","value":[50,500]}]'
```

### `g8 build-list`

Search for prospects and save them to a new list in one call. Free on both PAYG and Platform within the 50 rps cap (credits apply later when you enrich, send, or AI-process the saved records).

```bash
g8 build-list --filters '[{"field":"seniority_level","operator":"any_of","value":["VP"]}]' --title "VP Sales - SaaS" --max-results 50
```

| Option | Description |
|--------|-------------|
| `--filters` | JSON filter array (required) |
| `--title` | List name (required) |
| `--max-results` | Max contacts to save (default 100) |

> **Caution:**
> This creates real contacts in your CRM. **On both PAYG and Platform**, the save is free within the 50 rps cap (graph8-owned B2B index data). Credits deduct only when you later enrich via the 3rd-party waterfall, send messages, generate AI content, or book meetings on the saved records. Preview with `find-contacts` first.

---

## Enrichment

### `g8 enrich`

Enrich contacts with verified emails, phones, and company data. Credits charged per contact.

```bash
g8 enrich --contact-ids 5028106,5028105,5028104 --list-id 637
```

| Option | Description |
|--------|-------------|
| `--contact-ids` | Comma-separated contact IDs (required) |
| `--list-id` | List ID the contacts belong to (required) |

---

## Sequences

### `g8 sequences`

List available outbound sequences.

```bash
g8 sequences --limit 10
```

### `g8 add-to-sequence`

Enroll contacts in an outbound sequence.

```bash
g8 add-to-sequence --sequence-id "0686895f-..." --contact-ids 5028106,5028105 --list-id 637
```

| Option | Description |
|--------|-------------|
| `--sequence-id` | Sequence ID from `g8 sequences` (required) |
| `--contact-ids` | Comma-separated contact IDs (required) |
| `--list-id` | List ID (required) |

> **Caution:**
> This enrolls contacts in live outreach that sends real emails/messages. Always verify before running.

### `g8 create-sequence`

Create a new outreach sequence.

```bash
g8 create-sequence --name "Q2 VP Outbound" --description "Multi-step email + LinkedIn sequence"
```

| Option | Description |
|--------|-------------|
| `--name` | Sequence name (required) |
| `--description` | Sequence description |
| `--steps` | JSON array of step configs |
| `--channels` | JSON array of channel configs |
| `--campaign-id` | Link to a campaign (optional) |

### `g8 sequence-preview`

Preview a sequence's steps and channels before launching.

```bash
g8 sequence-preview --sequence-id "0686895f-..."
```

### `g8 update-sequence`

Update sequence metadata.

```bash
g8 update-sequence --sequence-id "0686895f-..." --name "Updated Name" --description "New goal"
```

### `g8 pause-sequence`

Pause a live sequence. No new messages will be sent until resumed.

```bash
g8 pause-sequence --sequence-id "0686895f-..."
```

> **Caution:**
> Pausing stops all outreach for contacts in this sequence. Use `resume-sequence` to restart.

### `g8 resume-sequence`

Resume a paused sequence. Execution times are recalculated respecting business hours.

```bash
g8 resume-sequence --sequence-id "0686895f-..."
```

### `g8 sequence-analytics`

Get performance metrics for a sequence.

```bash
g8 sequence-analytics --sequence-id "0686895f-..."
```

Returns overview (total contacts, completion rate), performance (funnel, response rates), engagement (reply rate, bounce rate), and timeline data.

### `g8 delete-sequence`

Archive a sequence (soft delete). Active sequences are paused first.

```bash
g8 delete-sequence --sequence-id "0686895f-..."
```

---

## Inbox

### `g8 inbox-list`

List reply threads across email, SMS, and LinkedIn.

```bash
g8 inbox-list --channel email --limit 20
g8 inbox-list --sequence-id "0686895f-..." --status unread
g8 inbox-list --assignee jane@company.com --tag qualified
```

| Option | Description |
|--------|-------------|
| `--channel` | Filter by channel: `email`, `sms`, `linkedin` |
| `--sequence-id` | Filter by sequence |
| `--status` | Filter by thread status |
| `--assignee` | Filter by assigned user email |
| `--tag` | Filter by tag |
| `--page` | Page number (default 1) |
| `--limit` | Results per page (default 20) |

### `g8 inbox-get`

Get a single reply thread with full message history.

```bash
g8 inbox-get --reply-id <thread-id> --channel email
```

### `g8 inbox-assign`

Assign a reply thread to a team member.

```bash
g8 inbox-assign --reply-id <thread-id> --assignee jane@company.com
```

### `g8 inbox-tag`

Tag a reply thread for categorization.

```bash
g8 inbox-tag --reply-id <thread-id> --tag-ids "qualified,hot-lead"
```

### `g8 inbox-draft`

Generate an AI reply draft based on conversation context. Charges credits.

```bash
g8 inbox-draft --reply-id <thread-id>
```

### `g8 inbox-send`

Send a reply via email, SMS, or LinkedIn.

```bash
g8 inbox-send --reply-id <thread-id> --channel email --body "Thanks for your interest..."
```

> **Caution:**
> This sends a real message to the contact. Verify the content and recipient before running.

---

## Deals

Full CRUD for CRM deals plus pipeline introspection. Read operations are free; writes mutate your workspace.

### `g8 list-pipelines`

List all deal pipelines and their stages.

```bash
g8 list-pipelines
```

### `g8 list-deals`

List deals with optional filters and pagination.

```bash
g8 list-deals --stage-id stg_123 --limit 50
g8 list-deals --pipeline-id pip_default --search "Acme"
```

| Option | Description |
|--------|-------------|
| `--stage-id` | Filter by stage ID |
| `--pipeline-id` | Filter by pipeline ID |
| `--search` | Substring search on deal name |
| `--page` | Page number (default 1) |
| `--limit` | Results per page (default 25) |

### `g8 get-deal`

Fetch a single deal by ID.

```bash
g8 get-deal --deal-id deal_abc123
```

### `g8 create-deal`

Create a new deal. Stage / pipeline default to the org's defaults if omitted.

```bash
g8 create-deal --name "Acme Q3 expansion" --company-id 8821 --amount 12500 --close-date 2026-09-30
```

| Option | Description |
|--------|-------------|
| `--name` | Deal name (required) |
| `--company-id` | Linked company ID |
| `--description` | Description |
| `--amount` | Deal amount |
| `--currency` | Currency (default `USD`) |
| `--stage-id` | Stage ID |
| `--pipeline-id` | Pipeline ID |
| `--close-date` | ISO 8601 close date |

### `g8 update-deal`

Partial update — common use is changing the stage as the deal progresses.

```bash
g8 update-deal --deal-id deal_abc123 --stage-id stg_proposal --amount 15000
```

### `g8 delete-deal`

Delete a deal. Irreversible.

```bash
g8 delete-deal --deal-id deal_abc123
```

> **Caution:**
> Deleting a deal removes its history. Prefer changing the stage to `closed_lost` if you need an audit trail.

### `g8 list-contact-deals`

List all deals associated with a contact.

```bash
g8 list-contact-deals --contact-id 5028106
```

### `g8 list-company-deals`

List all deals associated with a company.

```bash
g8 list-company-deals --company-id 8821
```

---

## Tasks

CRUD for tasks linked to contacts.

### `g8 list-tasks`

List tasks org-wide with optional filters.

```bash
g8 list-tasks --status open --priority high --limit 50
g8 list-tasks --assignee-id user_123 --search "follow up"
```

| Option | Description |
|--------|-------------|
| `--status` | Filter by status |
| `--priority` | Filter by priority |
| `--assignee-id` | Filter by assignee user ID |
| `--search` | Substring search on title |
| `--limit` | Results per page (default 25) |
| `--offset` | Pagination offset (default 0) |

### `g8 list-contact-tasks`

List tasks for a specific contact.

```bash
g8 list-contact-tasks --contact-id 5028106 --status open
```

### `g8 create-task`

Create a task linked to a contact.

```bash
g8 create-task --contact-id 5028106 --title "Send proposal" --due-date 2026-06-15 --priority high
```

| Option | Description |
|--------|-------------|
| `--contact-id` | Contact ID (required) |
| `--title` | Task title (required) |
| `--description` | Task description |
| `--due-date` | ISO 8601 due date |
| `--assignee-id` | Assignee user ID |
| `--priority` | Priority (`low`, `medium`, `high`) |

### `g8 update-task`

Partial update.

```bash
g8 update-task --task-id task_abc --status completed
```

### `g8 delete-task`

Delete a task. Irreversible.

```bash
g8 delete-task --task-id task_abc
```

---

## Notes

CRUD for notes attached to contacts.

### `g8 list-notes`

List all notes on a contact.

```bash
g8 list-notes --contact-id 5028106
```

### `g8 create-note`

Add a note to a contact.

```bash
g8 create-note --contact-id 5028106 --content "Discovery call: budget approved, decision by Q3"
```

### `g8 update-note`

Update a note's content.

```bash
g8 update-note --note-id note_xyz --content "Updated: budget approved for Q4"
```

### `g8 delete-note`

Delete a note. Irreversible.

```bash
g8 delete-note --note-id note_xyz
```

---

## Custom Fields

Manage custom columns on contacts or companies. Fields can be **global** (entity-wide) or **list-scoped** (only on contacts/companies inside one list).

### `g8 list-fields`

List field definitions for an entity. Includes base + custom columns.

```bash
g8 list-fields --entity contacts
g8 list-fields --entity companies --list-id 637
```

| Option | Description |
|--------|-------------|
| `--entity` | `contacts` or `companies` (required) |
| `--list-id` | Restrict to a list-scoped column set |

### `g8 create-field`

Create a custom column. Omit `--list-id` to make it global.

```bash
g8 create-field --title "Lead score" --entity contacts --data-type number
g8 create-field --title "Q3 priority" --entity contacts --data-type boolean --list-id 637
```

| Option | Description |
|--------|-------------|
| `--title` | Column title (required) |
| `--entity` | `contacts` or `companies` (required) |
| `--data-type` | Data type — `text`, `number`, `boolean`, `date`, etc. (required) |
| `--list-id` | Make the column list-scoped instead of global |

### `g8 set-field-value`

Set a custom column value on a single row.

```bash
g8 set-field-value --column-id 42 --record-id 5028106 --value 85 --entity contacts
```

### `g8 delete-field`

Soft-delete a custom column.

```bash
g8 delete-field --column-id 42 --entity contacts
```

---

## Quotes

Full quote-to-cash lifecycle: draft, edit, send (with signing + payment link), duplicate, convert back to draft.

### `g8 list-quotes`

List quotes with optional filters.

```bash
g8 list-quotes --status sent --limit 50
g8 list-quotes --contact-id 5028106
```

| Option | Description |
|--------|-------------|
| `--status` | `draft`, `sent`, `signed`, `declined`, `expired`, `void` |
| `--contact-id` | Filter by contact |
| `--company-id` | Filter by company |
| `--page` | Page number (default 1) |
| `--limit` | Results per page (default 25) |

### `g8 get-quote`

Get a single quote by ID.

```bash
g8 get-quote --quote-id quo_abc123
```

### `g8 create-quote`

Create a new quote from line items. Line items are passed as JSON.

```bash
g8 create-quote --contact-id 5028106 --line-items '[
  {"product_id":"prod_pro","quantity":1,"unit_price":499,"recurring":true},
  {"name":"Onboarding","quantity":1,"unit_price":1500}
]' --currency USD --expires-at 2026-07-15T00:00:00Z
```

| Option | Description |
|--------|-------------|
| `--line-items` | JSON array of line items (required) |
| `--contact-id` | Linked contact |
| `--company-id` | Linked company |
| `--currency` | Currency (default `USD`) |
| `--notes` | Free-text notes for the quote |
| `--expires-at` | ISO 8601 expiry |
| `--name` | Display name |

### `g8 update-quote`

Partial update on a draft quote.

```bash
g8 update-quote --quote-id quo_abc123 --notes "Updated to 12-month commit"
```

### `g8 delete-quote`

Delete a draft quote. Irreversible.

```bash
g8 delete-quote --quote-id quo_abc123
```

### `g8 duplicate-quote`

Duplicate an existing quote into a new draft.

```bash
g8 duplicate-quote --quote-id quo_abc123
```

### `g8 edit-quote-draft`

Convert a signed / sent quote back to editable draft state.

```bash
g8 edit-quote-draft --quote-id quo_abc123
```

### `g8 send-quote`

Send the quote to its recipient via email — includes signing link by default.

```bash
g8 send-quote --quote-id quo_abc123 --recipient-email jane@acme.com
g8 send-quote --quote-id quo_abc123 --recipient-email jane@acme.com --no-signing-link
```

| Option | Description |
|--------|-------------|
| `--quote-id` | Quote ID (required) |
| `--recipient-email` | Recipient email (required) |
| `--no-signing-link` | Skip attaching the signing link |

> **Caution:**
> Sends a real email to the recipient. Confirm before running.

### `g8 list-quotable-products`

List products available for line items.

```bash
g8 list-quotable-products
```

### `g8 get-quote-settings`

Org-level quote settings: default currency, tax rate, payment providers, logo, signature requirement.

```bash
g8 get-quote-settings
```

### `g8 list-contact-quotes` / `g8 list-company-quotes`

```bash
g8 list-contact-quotes --contact-id 5028106
g8 list-company-quotes --company-id 8821
```

---

## Stage Checklist Pipelines

Workflow pipelines with per-stage evidence requirements and channel scripts. Separate from deal pipelines (which live under `g8 list-pipelines` / `g8 get-deal`).

### `g8 list-stage-pipelines`

List every Stage Checklist pipeline.

```bash
g8 list-stage-pipelines
```

### `g8 get-stage-pipeline`

Get a pipeline by ID with all stages, evidence, and scripts.

```bash
g8 get-stage-pipeline --pipeline-id pip_xyz
```

### `g8 list-stage-evidence`

Get the canonical evidence-key library (used when defining stage requirements).

```bash
g8 list-stage-evidence
```

### `g8 create-stage-pipeline`

Create a new Stage Checklist pipeline. Defaults to a templated stage set; pass `--blank` for an empty pipeline.

```bash
g8 create-stage-pipeline --name "Enterprise Outbound" --target "Land 5 new logos in Q3"
g8 create-stage-pipeline --name "Custom flow" --blank
```

### `g8 update-stage-pipeline`

Update pipeline metadata.

```bash
g8 update-stage-pipeline --pipeline-id pip_xyz --name "Renamed"
```

### `g8 delete-stage-pipeline`

Delete a pipeline. Only allowed when no deals reference it.

```bash
g8 delete-stage-pipeline --pipeline-id pip_xyz
```

### `g8 create-stage`

Add a stage to a pipeline.

```bash
g8 create-stage --pipeline-id pip_xyz --name "Discovery" \
  --required-elements '["budget_confirmed","timeline_known"]' \
  --channel-scripts '{"email":"Hi {{first_name}}...","call":"Hello..."}'
```

| Option | Description |
|--------|-------------|
| `--pipeline-id` | Parent pipeline ID (required) |
| `--name` | Stage name (required) |
| `--position` | 0-indexed position |
| `--required-elements` | JSON array of evidence keys |
| `--recommended-elements` | JSON array of evidence keys |
| `--channel-scripts` | JSON dict of `channel → script text` |
| `--color` | Stage color |
| `--stage-type` | Free-form type label |

### `g8 update-stage`

Partial update on a stage.

```bash
g8 update-stage --pipeline-id pip_xyz --stage-id stg_discovery --color "#00CAEB"
```

### `g8 delete-stage`

Remove a stage from a pipeline.

```bash
g8 delete-stage --pipeline-id pip_xyz --stage-id stg_discovery
```

### `g8 reorder-stages`

Reorder stages by passing all stage IDs in the desired order.

```bash
g8 reorder-stages --pipeline-id pip_xyz --stage-ids stg_qual,stg_demo,stg_negotiation,stg_close
```

### `g8 suggest-stage-pipeline`

Get an AI-suggested pipeline based on org context (brand, ICP, messaging house).

```bash
g8 suggest-stage-pipeline
```

### `g8 create-stage-pipeline-from-suggestion`

Promote an AI suggestion into a real pipeline, optionally overriding name / target.

```bash
g8 create-stage-pipeline-from-suggestion --suggestion-id sug_abc123 --name "PLG Path"
```

---

## Workflows

Multi-node automation graphs with execution lifecycle. The workflow definition is treated as a single record — node-level CRUD is done by fetching the workflow, mutating `config.nodes` / `config.connections`, and submitting via `workflow-update`.

### Workflow CRUD

```bash
g8 workflow-list --is-active true
g8 workflow-get --workflow-id wf_abc123
g8 workflow-create --name "Inbound demo follow-up" --config '{"nodes":[{"id":"n1","type":"form_trigger","config":{}}], "connections":[]}'
g8 workflow-update --workflow-id wf_abc123 --config '{...}'
g8 workflow-delete --workflow-id wf_abc123
g8 workflow-validate --config '{"nodes":[...], "connections":[...]}'
```

### Execution lifecycle

```bash
g8 workflow-execute --workflow-id wf_abc123 --trigger-payload '{"contact_id":5028106}'
g8 workflow-get-execution --execution-id exec_xyz
g8 workflow-pause-execution --execution-id exec_xyz
g8 workflow-resume-execution --execution-id exec_xyz
g8 workflow-stop-execution --execution-id exec_xyz
g8 workflow-trigger-status --workflow-id wf_abc123
g8 workflow-reset-trigger --workflow-id wf_abc123
```

### Discovery + integration pickers

```bash
g8 workflow-node-types
g8 workflow-node-types --type agent
g8 workflow-list-slack-users
g8 workflow-list-slack-channels
g8 workflow-list-roam-users
g8 workflow-list-roam-groups
g8 workflow-list-mcp-servers
g8 workflow-list-dispositions
g8 workflow-list-form-fields --form-id form_demo_request
```

> **Caution:**
> `workflow-execute`, `workflow-resume-execution`, and any workflow with a real sequence-enrollment or dialer node trigger real outreach. Always preview with `workflow-validate` first.

---

## Skills

LLM and API building blocks that workflows compose into runs. Two kinds: **LLM skills** (prompt + model) and **API skills** (HTTP request wrappers).

### Read

```bash
g8 skill-list --type llm
g8 skill-get --skill-id sk_abc123
g8 skill-get-variables --skill-id sk_abc123
g8 skill-list-models
g8 skill-list-templates --type llm
```

### Create

```bash
# LLM skill
g8 skill-create-llm --title "Qualify lead" \
  --prompt "You are an SDR. Contact: {{contact}}. Company: {{company}}. Return JSON {tier:A|B|C, reason}." \
  --model claude-sonnet-4-6 \
  --input-schema '{"fields":[{"name":"contact","type":"object","required":true},{"name":"company","type":"object","required":true}]}'

# API skill
g8 skill-create-api --title "Enrich domain" \
  --method GET --url "https://example.com/lookup?domain={{domain}}" \
  --headers '{"Authorization":"Bearer xxx"}' \
  --input-schema '{"fields":[{"name":"domain","type":"string","required":true}]}'

# From template
g8 skill-create-from-template --title "Reply summarizer" --template-id summarize_reply

# Lifted from a workflow node
g8 skill-create-from-node --title "Lifted draft node" --node-id n_draft_reply_456
```

### Update / delete / validate / execute

```bash
g8 skill-update --skill-id sk_abc123 --type llm --model claude-opus-4-7
g8 skill-delete --skill-id sk_abc123
g8 skill-validate --skill-json '{"type":"llm","title":"t","prompt":"hi","model":"claude-sonnet-4-6","input_schema":{"fields":[]}}'
g8 skill-execute --skill-id sk_abc123 --input-payload '{"contact":{"name":"Jane"},"company":{"domain":"acme.com"}}'
```

> **Caution:**
> `skill-execute` calls real LLMs / HTTP endpoints. LLM skills consume AI credits (1 per 1,000 tokens).

---

## Voice (Dialer Extras)

The base voice commands are documented under the [audience / inbox / sync sections](#audience--crm-sync); the additions below cover transcripts and call listings.

### `g8 voice-call-transcript`

Full transcript for a single dialer call.

```bash
g8 voice-call-transcript --room-name room_abc123
```

### `g8 voice-list-calls`

List dialer calls with optional filters.

```bash
g8 voice-list-calls --campaign-id cmp_xyz --date-from 2026-05-01 --limit 50
```

### `g8 voice-list-calls-for-contact` / `g8 voice-list-calls-for-sdr`

```bash
g8 voice-list-calls-for-contact --contact-id 5028106
g8 voice-list-calls-for-sdr --user-email jane@company.com --date-from 2026-05-01
```

---

## Intent + Visitor Tracking

Track keywords (your domain or competitor domains), query the visitor / contact graph by keyword or page URL.

### Org-level + keyword management

```bash
g8 intent-stats
g8 intent-list-keywords
g8 intent-create-from-domain --domain competitor.com
g8 intent-delete-keyword --keyword-id kw_abc123
```

### Per-keyword data

```bash
g8 intent-keyword-companies --keyword-id kw_abc123 --limit 50
g8 intent-keyword-contacts --keyword-id kw_abc123
g8 intent-keyword-urls --keyword-id kw_abc123
```

### Page-level data

```bash
g8 intent-pages-by-domain --domain competitor.com
g8 intent-search-pages --query pricing
g8 intent-page-visitors --url https://example.com/pricing
g8 intent-page-contacts --url https://example.com/pricing
g8 intent-page-visitor-counts --urls https://example.com/pricing,https://example.com/docs
```

### Account-level intent search

```bash
g8 intent-url-companies --url https://competitor.com/pricing --date-from 2026-04-01
```

---

## Studio Context

Read-only access to the 44-doc intelligence engine that powers campaign generation: brand brief, value props, ICPs, personas, intelligence (scrapes + enrichment), AI research reports.

```bash
g8 studio-global-context --category brand_brief
g8 studio-icps --status published
g8 studio-personas
g8 studio-intelligence-data --source-type website_scrape
g8 studio-research-reports --category competitive_teardown
```

---

## Meetings

Read scheduled, completed, cancelled meetings (with transcripts + AI analysis on completed ones).

### `g8 list-meetings`

```bash
g8 list-meetings --status completed --limit 10
g8 list-meetings --contact-id 5028106
g8 list-meetings --date-from 2026-05-01 --date-to 2026-05-31
```

| Option | Description |
|--------|-------------|
| `--status` | `scheduled`, `completed`, `cancelled`, `no_show` |
| `--date-from` / `--date-to` | ISO 8601 date range |
| `--attendee-id` | Filter by attendee user ID |
| `--event-type` | e.g. `demo-30min` |
| `--contact-id` | Filter by linked contact |
| `--page` / `--limit` | Pagination |

### `g8 get-meeting`

Full detail including transcript + AI analysis.

```bash
g8 get-meeting --meeting-id mtg_abc123 | jq '.transcript[]'
```

---

## Audience & CRM Sync

### `g8 sync-audience-list`

List configured audience syncs to ad platforms.

```bash
g8 sync-audience-list
```

### `g8 sync-audience-create`

Create a new audience sync to Meta, LinkedIn Ads, Google Ads, or X.

```bash
g8 sync-audience-create --audience-id 42 --platform meta --mode mirror --cadence 24
```

| Option | Description |
|--------|-------------|
| `--audience-id` | Source audience/list ID (required) |
| `--platform` | Target platform: `meta`, `linkedin`, `google`, `x` (required) |
| `--mode` | Sync mode: `mirror` (full replace) or `append_only` (required) |
| `--cadence` | Refresh cadence in hours (0 = manual only) |

### `g8 sync-audience-trigger`

Manually trigger a sync run.

```bash
g8 sync-audience-trigger --config-id <id>
```

### `g8 sync-audience-runs`

View sync run history with record counts.

```bash
g8 sync-audience-runs --config-id <id>
```

### `g8 sync-audience-errors`

View error logs for failed sync runs.

```bash
g8 sync-audience-errors --config-id <id>
```

### `g8 sync-crm-list`

List connected CRM integrations.

```bash
g8 sync-crm-list
```

### `g8 sync-crm-push`

Push contacts, companies, or list memberships to a CRM.

```bash
g8 sync-crm-push --provider hubspot --type contacts --records '[{"email":"jane@acme.com","properties":{"firstname":"Jane"}}]'
g8 sync-crm-push --provider salesforce --type companies --records '[{"Name":"Acme Corp","Website":"acme.com"}]'
```

| Option | Description |
|--------|-------------|
| `--provider` | CRM provider: `hubspot`, `salesforce`, `pipedrive`, `zoho`, `sugarcrm` (required) |
| `--type` | Push type: `contacts`, `companies`, `lists` (required) |
| `--records` | JSON array of records to push (required) |

### `g8 sync-crm-fields`

Discover available field mappings for a CRM provider.

```bash
g8 sync-crm-fields --provider hubspot
```

### `g8 sync-crm-status`

Check CRM connection health and rate limits.

```bash
g8 sync-crm-status --provider salesforce
```

---

## Campaigns

### `g8 campaigns`

List campaigns in your organization.

```bash
g8 campaigns --limit 10
```

### `g8 campaign`

Get full details for a specific campaign.

```bash
g8 campaign 4781adce-464b-402e-9a69-b6dbb6376150
```

---

## Piping & Scripting

All commands output JSON, making them scriptable:

```bash
# Extract emails from search results
g8 search-contacts --job-title "CTO" --limit 50 | jq '.[].work_email'

# Count contacts in a list
g8 search-contacts --list-id 637 | jq 'length'

# Export to CSV
g8 search-contacts --seniority VP --limit 100 | jq -r '.[] | [.first_name,.last_name,.work_email,.job_title] | @csv'
```