--- name: pp-quentli description: "Every Quentli payments, invoicing, and SAT tax-billing endpoint, plus offline collection, reconciliation, and at-risk-subscription intelligence no other Quentli tool has. Trigger phrases: `who owes me money`, `which subscriptions are about to fail`, `reconcile my SAT invoices`, `what was my net revenue last month`, `check this customer's balance`, `use quentli`, `run quentli`." author: "bobe" license: "Apache-2.0" argument-hint: " [args] | install cli|mcp" allowed-tools: "Read Bash" metadata: openclaw: requires: bins: - quentli-pp-cli install: - kind: go bins: [quentli-pp-cli] module: github.com/mvanhorn/printing-press-library/library/payments/quentli/cmd/quentli-pp-cli --- # Quentli — Printing Press CLI ## Prerequisites: Install the CLI This skill drives the `quentli-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 `$HOME/.local/bin` on macOS/Linux and `%LOCALAPPDATA%\Programs\PrintingPress\bin` on Windows: ```bash npx -y @mvanhorn/printing-press-library install quentli --cli-only ``` 2. Verify: `quentli-pp-cli --version` 3. Ensure the reported install directory is on `$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 1.26.5 or newer). This installs into `$GOPATH/bin` (default `$HOME/go/bin`), so add that directory to `$PATH` instead: ```bash go install github.com/mvanhorn/printing-press-library/library/payments/quentli/cmd/quentli-pp-cli@latest ``` If `--version` reports "command not found" after install, the runtime cannot see the binary directory on `$PATH`. Do not proceed with skill commands until verification succeeds. Quentli is the Stripe-like payments, cobranza, and facturación platform for Latin America. This CLI mirrors your customers, invoices, payments, subscriptions, tax invoices (SAT CFDI), and webhook events into a local database, then answers the questions ops and finance actually ask: who's behind on an invoice, which subscriptions are about to fail, which completed payments lack a valid SAT timbre, and what your net revenue really is — all offline and agent-native. ## When to Use This CLI Reach for this CLI when you need to run collections, reconcile revenue or SAT CFDI tax invoices, protect recurring subscriptions, or answer any cross-entity money question across your Quentli portfolio. It shines for automation and agent workflows where firing one API call per customer is too slow and you want the answer offline from the local mirror. ## Unique Capabilities These capabilities aren't available in any other tool for this API. ### Collections that compound - **`dunning`** — See every customer with an outstanding or overdue invoice, how much is owed, and the next collection action (send reminder, retry payment, or resend pay link). _Reach for this to answer who owes money and what to do next without firing dozens of API calls._ ```bash quentli-pp-cli dunning --since 1w --json ``` - **`customer balance`** — Render a one-screen financial snapshot for a single customer: outstanding invoices, active subscriptions, payment methods, and CFDI linkage. _Reach for this before calling a customer about money so you have their full financial picture in one command._ ```bash quentli-pp-cli customer balance cus_abc123 --json ``` ### Churn prevention - **`subs at-risk`** — Surface active subscriptions whose saved payment method is expired, unconfirmed, or deleted, or that have recent failed collection attempts, ranked by recovery urgency. _Pick this before renewal season to fix expiring cards instead of discovering silent churn after the fact._ ```bash quentli-pp-cli subs at-risk --json ``` ### SAT tax compliance - **`reconcile`** — Cross-check completed or refunded payments and paid invoices against SAT tax-invoice status (VALID/CANCELED/PENDING) to find timbre gaps before monthly SAT filing. _Use before SAT filing to catch completed payments missing a VALID CFDI instead of eyeballing two exported lists._ ```bash quentli-pp-cli reconcile --period 1m --json ``` ### Revenue ops - **`revenue`** — Aggregate payments and refunds by status, type, and currency over a window; see net collected vs returned in localized minor-currency amounts. _Reach for this to answer how much money actually landed last month and what came back in refunds._ ```bash quentli-pp-cli revenue --since 30d --csv ``` ### Operational alerts - **`webhooks health`** — Aggregate webhook delivery events by status per endpoint and surface PAYMENT_ATTEMPT_FAILED events as an operational alert with a retry path. _Use on-call to spot failed webhook deliveries and refund/failure signals fast instead of polling dashboards._ ```bash quentli-pp-cli webhooks health --since 24h --json ``` ## Command Reference **auth-links** — Manage auth links - `quentli-pp-cli auth-links` — Generates a one-time authenticated URL that signs the customer into the payment portal. **customer-portal-session** — Manage customer portal session - `quentli-pp-cli customer-portal-session` — Generates a one-time authenticated URL that signs the customer into the portal at a supported destination. **customers** — Manage customers - `quentli-pp-cli customers create` — Creates a new customer. - `quentli-pp-cli customers get-by-id` — Returns a customer by id. - `quentli-pp-cli customers list` — Returns customers. - `quentli-pp-cli customers update` — Updates editable fields of an existing customer by id. **discounts** — Manage discounts - `quentli-pp-cli discounts create` — Creates a new reusable discount. - `quentli-pp-cli discounts delete` — Deletes a discount and all associated discount codes. - `quentli-pp-cli discounts get-by-id` — Returns a single discount by id. - `quentli-pp-cli discounts list` — Returns reusable discounts for the organization. One-off discounts are excluded. - `quentli-pp-cli discounts update` — Updates editable fields of an existing discount by id. **invoices** — Manage invoices - `quentli-pp-cli invoices cancel` — Cancels an unpaid invoice by id. - `quentli-pp-cli invoices create` — Creates a new invoice for a customer. - `quentli-pp-cli invoices get-by-id` — Returns an invoice by id. - `quentli-pp-cli invoices list` — Returns invoices. - `quentli-pp-cli invoices update` — Updates editable fields of an existing invoice by id. **payment-concepts** — Manage payment concepts - `quentli-pp-cli payment-concepts create` — Creates a new product or service in the catalog. - `quentli-pp-cli payment-concepts get-by-id` — Returns a single payment concept by id. - `quentli-pp-cli payment-concepts list` — Returns payment concepts for the organization. One-off concepts are excluded. - `quentli-pp-cli payment-concepts update` — Updates editable fields of an existing payment concept by id. **payment-methods** — Manage payment methods - `quentli-pp-cli payment-methods ` — Deletes a payment method by id. **payment-sessions** — Manage payment sessions - `quentli-pp-cli payment-sessions create` — Creates a hosted payment session. Resolves or creates the customer and returns an authenticated payment URL. - `quentli-pp-cli payment-sessions get-by-id` — Returns a payment session by id. **payments** — Manage payments - `quentli-pp-cli payments create` — Creates a direct payment against a saved payment method. Optionally attempts to process it immediately. - `quentli-pp-cli payments get-by-id` — Returns a payment by id. - `quentli-pp-cli payments list` — Returns payments for the organization. **refunds** — Manage refunds - `quentli-pp-cli refunds` — Refunds a completed payment, fully or partially. **setup-sessions** — Manage setup sessions - `quentli-pp-cli setup-sessions` — Creates a hosted session for enrolling a payment method. **subscriptions** — Manage subscriptions - `quentli-pp-cli subscriptions cancel` — Cancels an active subscription by id. - `quentli-pp-cli subscriptions create` — Creates a new recurring subscription for a customer. - `quentli-pp-cli subscriptions get-by-id` — Returns a subscription by id. - `quentli-pp-cli subscriptions list` — Returns subscriptions. - `quentli-pp-cli subscriptions update` — Updates editable fields of an existing subscription by id. **tax-invoices** — Manage tax invoices - `quentli-pp-cli tax-invoices create` — Creates a tax invoice for an invoice or payment. - `quentli-pp-cli tax-invoices get-by-id` — Returns a tax invoice by id. - `quentli-pp-cli tax-invoices list` — Returns tax invoices for the organization. **webhook-events** — Manage webhook events - `quentli-pp-cli webhook-events` — Returns webhook delivery events for the organization. **webhooks** — Manage webhooks - `quentli-pp-cli webhooks create` — Creates a webhook endpoint for the organization. - `quentli-pp-cli webhooks delete` — Soft-deletes a webhook endpoint. - `quentli-pp-cli webhooks get-by-id` — Returns a webhook by id. - `quentli-pp-cli webhooks list` — Returns webhook endpoints for the organization. - `quentli-pp-cli webhooks update` — Updates a webhook endpoint. ### Finding the right command When you know what you want to do but not which command does it, ask the CLI directly: ```bash quentli-pp-cli which "" ``` `which` resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code `0` means at least one match; exit code `2` means no confident match — fall back to `--help` or use a narrower query. ## Recipes ### Monday collections run ```bash quentli-pp-cli dunning --since 1w --json --select customer.email,outstanding,next_action ``` Dump the whole collection queue as compact JSON narrowed to the fields a reminder script needs. ### At-risk subscriptions before renewals ```bash quentli-pp-cli subs at-risk --json ``` List active subscriptions tied to expired or unconfirmed payment methods so you can fix cards before they churn. ### Monthly SAT filing check ```bash quentli-pp-cli reconcile --period 1m --json ``` Find every completed payment that still lacks a valid SAT CFDI timbre before filing. ### Net revenue pull ```bash quentli-pp-cli revenue --since 30d --csv ``` Export last month's net collected-vs-returned revenue for your books. ### On-call delivery health ```bash quentli-pp-cli webhooks health --since 24h ``` Spot failed webhook deliveries and payment-failure signals in the last day. ## Auth Setup Authenticate with an organization API key. Set QUENTLI_SECRET_KEY to your sk_... secret key; every command sends Authorization: Bearer . Do not share or commit the key. Run `quentli-pp-cli doctor` to verify setup. ## Agent Mode Add `--agent` to any command. Expands to: `--json --compact --no-input --no-color --yes`. - **Pipeable** — JSON on stdout, errors on stderr - **Filterable** — `--select` keeps a subset of fields. Dotted paths descend into nested structures; arrays traverse element-wise. Critical for keeping context small on verbose APIs: ```bash quentli-pp-cli customers list --agent --select id,name,status ``` - **Previewable** — `--dry-run` shows the request without sending - **Offline-friendly** — sync/search commands can use the local SQLite store when available - **Non-interactive** — never prompts, every input is a flag - **Explicit retries** — use `--idempotent` only when an already-existing create should count as success, and use `--ignore-missing` only when a missing delete target should count as success ### Response envelope Commands that read from the local store or the API wrap output in a provenance envelope: ```json { "meta": {"source": "live" | "local", "synced_at": "...", "reason": "..."}, "results": } ``` Parse `.results` for data and `.meta.source` to know whether it's live or local. A human-readable `N results (live)` summary is printed to stderr only when stdout is a terminal AND no machine-format flag (`--json`, `--csv`, `--compact`, `--quiet`, `--plain`, `--select`) is set — piped/agent consumers and explicit-format runs get pure JSON on stdout. ## Paths and state Agents should treat the CLI's path resolver as part of the runtime contract: - Use `--home ` for one invocation, or set `QUENTLI_HOME=` to relocate all four path kinds under one root. - Use per-kind env vars only when a specific kind must diverge: `QUENTLI_CONFIG_DIR`, `QUENTLI_DATA_DIR`, `QUENTLI_STATE_DIR`, `QUENTLI_CACHE_DIR`. - Resolution order is per-kind env var, `--home`, `QUENTLI_HOME`, XDG (`XDG_CONFIG_HOME`, `XDG_DATA_HOME`, `XDG_STATE_HOME`, `XDG_CACHE_HOME`), then platform defaults. - `config` contains settings like `config.toml` and profiles. `data` contains `credentials.toml`, `data.db`, cookies, and auth sidecars. `state` contains persisted queries, jobs, and `teach.log`. `cache` contains regenerable HTTP/cache files. - Stored secrets live in `credentials.toml` under the data dir. Existing legacy `config.toml` secrets are read for compatibility and leave `config.toml` on the first auth write. - Run `quentli-pp-cli doctor --fail-on warn` to surface path and credential-location warnings. `agent-context` exposes a schema v4 `paths` block for agents that need the resolved dirs. - For MCP, pass relocation through the MCP host config. The MCP binary does not inherit CLI flags: ```json { "mcpServers": { "quentli": { "command": "quentli-pp-mcp", "env": { "QUENTLI_HOME": "/srv/quentli" } } } } ``` Fleet precedence: an inherited per-kind env var overrides an explicit `--home` for that kind. Use `QUENTLI_HOME` or per-kind vars as durable fleet levers, and use `--home` only for a single invocation. Relocation is not reversible by unsetting env vars; move files manually before clearing `QUENTLI_HOME`, or `doctor` will not find credentials left under the former root. ## Automatic learning This CLI ships a self-capturing learning loop. The CLI does its own bookkeeping: every invocation is journaled locally, a failed flag followed by a corrected retry auto-derives a `flag_alias` candidate, and a `teach` on a query family without a playbook auto-synthesizes a `playbook_candidate` from the session's journal. Your job is judgment only: `recall` first, act on surfaced candidates, `teach` the final answer, `playbook amend` when you observe a correction. You never record failures by hand. ### Step 1: `recall` before any discovery Before list/search/drill commands on a new user question, run: ```bash quentli-pp-cli recall "" --agent ``` The response envelope: ```json { "query": "...", "normalized": "", "query_entities": ["..."], "found": true | false, "match_score": 0.0, "results": [ { "resource_id": "...", "resource_type": "...", "venue": "...", "confidence": 2, "entity_match": "exact|partial|unknown", "source": "taught|preseed|pattern", "warnings": ["..."] } ], "mismatches": [ /* only when --debug-mismatches */ ], "warnings": [ /* top-level */ ], "candidates": [ { "id": 12, "class": "flag_alias | playbook_candidate", "summary": "...", "sightings": 3, "last_seen": "...", "rationale": "...", "next_action": ["", "quentli-pp-cli learnings confirm 12"] } ], "playbook": { "query_family": "...", "playbook": { "steps": [ { "cmd": "", "purpose": "..." } ], "entity_slots": ["$ENTITY"], "expected_tool_calls": 3 }, "slots_resolved": { "$ENTITY": { "token": "", "canonical": "" } }, "notes": "" }, "notes": "" } ``` Empty-store short-circuit: if the store has no learnings, playbooks, or candidates yet (recall finds nothing and `learnings list` and `learnings candidates` are both empty), skip recall for the rest of this session instead of taxing every query; resume recall-first once something has been taught. ### Step 2: decision tree Read `candidates`, `playbook`, `notes`, `results[0]`, and warnings in that order: ``` if Candidates present (warnings include "candidates_present"): -> candidates are try-then-confirm, never facts. Follow each candidate's two-step next_action verbatim: run the trial command first, then run `learnings confirm ` only after the trial verified the behavior. Reject a wrong candidate with `learnings reject `. -> NEVER re-teach something recall surfaced as a candidate; confirm or reject that candidate instead of teaching a duplicate. -> candidates ride alongside playbooks and resource hits, not instead of them; continue with the branches below after acting on them. if Playbook present: -> READ Playbook.notes verbatim FIRST (workarounds + gotchas the CLI surface doesn't expose) -> replay Playbook.steps in order, substituting Playbook.slots_resolved entries for the entity slot tokens. If a step's slot is unresolved, fall back to discovery for that step only. -> the Playbook's expected_tool_calls is a budget; if you find yourself running materially more, record the divergence via `quentli-pp-cli playbook amend` at end-of-session. elif Notes present (no Playbook): -> read Notes verbatim before any discovery step; they carry known gotchas for this query family even when no structured choreography exists yet. elif Found AND Results[0].EntityMatch == "exact" AND Results[0].Confidence >= 2: -> skip discovery; fetch live data for Results[*].ResourceID in parallel elif Found AND Results[0].EntityMatch == "partial": -> candidate hint, NOT a hit; read the resource title to validate before trusting elif (any row in Mismatches[] when --debug-mismatches was passed): -> treat as cold start; the stored learning is for a different entity (different canonical resolved from query_entities) else: // Found == false, no playbook, no notes -> cold start; run discovery normally; teach the answer afterward (Step 4). If the family has no playbook yet, that teach auto-synthesizes a playbook candidate from this session's journal - you do not need to record one by hand. ``` Playbook and Notes are orthogonal to the per-resource path. A recall response can carry both a Playbook AND a `Results[]` hit - use both: the Playbook tells you which choreography to run; the resource hits short-circuit specific steps. Default to skipping `mismatches`; pass `--debug-mismatches` only when investigating cold-start surprises. Candidate judgment details: `learnings confirm ` prints the candidate's full payload before materializing it - check that the printed payload matches the behavior you verified. `learnings reject ` tombstones the derivation signature so the same candidate does not resurface. The envelope carries only the few candidates worth acting on now; `quentli-pp-cli learnings candidates` lists the full open set. Graceful degradation: if `learnings confirm` is an unknown command, you are driving an older binary - ignore the candidates guidance and follow the rest of the protocol. ### Step 3: always read `warnings` - `low_confidence`: row exists at `confidence<2`. Treat as a hint, not a skip-discovery hit. - `r