LFY CLI Assistant

Problem

LFY-CLI targets enterprise sales operations, addressing a concrete pain point: customer, pipeline, schedule, sales-target, and financial data are scattered across the LFY system. When engineers or sales staff ask for “my customer list,” “pending-signature pipelines,” “tasks this week,” or “GTM financial statements,” they need a stable command entry point with clear parameter constraints. Hand-writing calls can easily mix up search and get_list, treat names as id values, omit gtm_id, or retry blindly when an ID is missing.

How It Works

The skill routes requests to eight lfy-cli categories:

• user / ops: identity, organization, current week, fiscal year
• customer / pipeline: customer and pipeline search, lists, details, creation, updates, and follow-ups
• report: sales targets, overall view, financial statements
• schedule / contact / base: tasks, contacts, and dropdown options

Before execution, it checks that the CLI is available and that authorization is complete; the first call of the day upgrades once. It then selects the command by intent, for example “which enterprise am I in” maps to user get_self, “my customer list” maps to customer get_list, “pending signature” maps to pipeline get_pending_signature, and “remind me to follow up on June 10” maps to schedule create_task. For commands requiring gtm_id, it first obtains the ID via customer get_gtms or user confirmation. For follow-up records, it prefers add_follow_up rather than master-data updates or task creation. Output emphasizes business fields and hides technical fields such as *_id and week_no.

Boundaries

The skill only covers sales-operations queries and writes that map to LFY CLI commands. General programming, unrelated products, and casual chat are out of scope; requests explicitly aimed at Salesforce, DingTalk HR, or other systems that cannot be mapped should not force this skill. On Error:, the skill should report the original message and fix parameters, avoiding invented customer, pipeline, report, or schedule data.