Workspace maintenance

The CLI is as useful for maintaining a workspace as for populating one.

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Records, fields, and notes

Create, update, and organize Projects, Accounts, Contacts, and their first-class relationships. Inspect and update organization-defined resource fields. Create, update, or bulk-import shared notes. It can also list existing Projects, Accounts, Contacts, files, and generated Project outputs — which makes it the right tool for an audit, and for confirming what’s already in a workspace before you change anything.

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File trees

The CLI manages the file trees owned by Projects, Accounts, Contacts, and the firm library:

• Create folders
• Upload source files
• Move or rename existing items
• Read extracted text from processed documents, where the purpose is review or search rather than downloading an original

This supports repeatable document organization without recreating a file merely to change its location or name — which matters when a naming convention changes and you’d otherwise be re-uploading hundreds of exhibits.

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Operational lookups

Read-only, and useful for scripting around:

• Identify the active user and organization
• List organization users
• Query USCIS case status and history by receipt number

For dashboard work, the CLI supports read-only schema discovery and live-query testing. Dashboard creation and presentation remain a separate authoring workflow.

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Publishing Skills

The CLI can publish and maintain reusable Skills. Treat a Skill as a versioned local directory:

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Before you change existing data

Inspect the relevant Project, Account, or Contact first. Where more than one record could be the intended match, stop and resolve the ambiguity rather than guessing — the CLI will do exactly what you tell it to, across every row. See Guardrails.