Cogny CLI · CRM

    Upsales queried from the terminal.

    List accounts, contacts, opportunities, orders, activities and campaigns from your Upsales CRM — from Bash over the Upsales MCP. Pull the pipeline as JSON for weekly signals, forecasting, and sales-velocity reporting.

    # 1. sign up (free for 15 calls) — uses your git email
$ npx @cogny/cli init --agent claude-code

# 2. see every Upsales tool
$ cogny tools list

# 3. call any tool from Bash — no MCP wiring
$ cogny tools call mcp__Upsales__list_opportunities --input '{…}'
    ❯ start Cogny Solo — $9/mo@cogny/cli on npm →
    ❯

    cogny --who

    TWO PATHS
    You're a human

    Building a weekly pipeline review in Upsales means assembling views and exporting per object. The CLI returns accounts, opportunities, and activities as JSON in one call you can schedule and roll up. Connect Upsales once in Cogny Solo and let your coding agent — or scheduled reports — do the querying for you.

    ❯ start Solo
    You're an agent

    Self-onboard with one command. The CLI issues a key, wires nothing, and exposes every Upsales tool over JSON-RPC. First 15 calls are free.

    $ npx @cogny/cli init --agent claude-code
    ❯

    cogny tools call

    3 EXAMPLES

    Real tool names from the Upsales MCP. Send --input JSON, get JSON back.

    mcp__Upsales__list_opportunitiesList open pipeline (orders with probability < 100).
    $ cogny tools call mcp__Upsales__list_opportunities \
  --input '{"limit":2,"sort":"-date"}'
    example response
    {
  "data": [
    {
      "id": 88121,
      "description": "Acme — Platform Q3",
      "value": 240000,
      "probability": 60,
      "stage": {
        "name": "Proposal"
      },
      "client": {
        "name": "Acme AB"
      }
    },
    {
      "id": 88119,
      "description": "Beta — Renewal",
      "value": 96000,
      "probability": 80,
      "stage": {
        "name": "Negotiation"
      },
      "client": {
        "name": "Beta HB"
      }
    }
  ],
  "metadata": {
    "total": 47,
    "limit": 2,
    "offset": 0
  }
}
    mcp__Upsales__list_accountsList accounts (companies/customers).
    $ cogny tools call mcp__Upsales__list_accounts \
  --input '{"limit":2,"sort":"name"}'
    example response
    {
  "data": [
    {
      "id": 5001,
      "name": "Acme AB",
      "orgNo": "556677-8899",
      "users": [
        {
          "name": "Lena R."
        }
      ]
    },
    {
      "id": 5002,
      "name": "Beta HB",
      "orgNo": "559900-1122",
      "users": [
        {
          "name": "Omar S."
        }
      ]
    }
  ],
  "metadata": {
    "total": 1203,
    "limit": 2,
    "offset": 0
  }
}
    mcp__Upsales__list_activitiesList sales activities (calls, tasks, to-dos).
    $ cogny tools call mcp__Upsales__list_activities \
  --input '{"limit":2,"sort":"-date"}'
    example response
    {
  "data": [
    {
      "id": 77010,
      "description": "Discovery call",
      "date": "2026-06-15",
      "closeDate": null,
      "users": [
        {
          "name": "Lena R."
        }
      ],
      "client": {
        "name": "Acme AB"
      }
    },
    {
      "id": 77008,
      "description": "Send proposal",
      "date": "2026-06-14",
      "closeDate": "2026-06-14",
      "users": [
        {
          "name": "Omar S."
        }
      ],
      "client": {
        "name": "Beta HB"
      }
    }
  ],
  "metadata": {
    "total": 612,
    "limit": 2,
    "offset": 0
  }
}
    ❯

    cogny tools list

    MORE

    A sample of the rest of the Upsales surface. Run cogny tools list --json for every tool and its input schema.

    mcp__Upsales__get_accountmcp__Upsales__list_contactsmcp__Upsales__get_contactmcp__Upsales__list_ordersmcp__Upsales__list_appointmentsmcp__Upsales__list_agreementsmcp__Upsales__list_campaignsmcp__Upsales__list_leadsmcp__Upsales__query
    ❯

    cogny --faq

    Is this an official Upsales CLI?

    No — it is the Cogny CLI calling the Upsales MCP over the cogny-mcp-proxy. You connect your Upsales API token once in Cogny, then read CRM objects from Bash. Upsales Technology AB is not affiliated.

    How do I query an object the named tools do not cover?

    Use the `query` escape hatch — it runs a GET against any Upsales v2 list resource by name with the same limit/offset/sort/filters arguments, so you are not limited to the pre-named list tools.

    What reports can I build?

    Weekly pipeline signals from `list_opportunities`, activity volume from `list_activities`, and account/contact rollups — pulled as JSON on a schedule and summarized by an agent.

    ❯

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    Building an agent? The full tool map for all servers is one fetch: /cli/llms.txt