moxie - SKILL.md Agent Skill

name: moxie description: Moxie CRM API integration for managing clients, contacts, projects, invoices, expenses, tasks, tickets, opportunities, time tracking, calendar events, and pipeline stages. Use when working with Moxie freelancer/agency CRM data — listing clients, searching contacts, creating invoices, logging time entries, managing projects, or any Moxie workspace operations.

Moxie CRM

Interact with the Moxie CRM API via scripts/moxie.sh.

Setup

Set environment variables:

MOXIE_API_KEY — from Workspace Settings → Connected Apps → Integrations
MOXIE_POD_URL — full base URL, e.g. https://pod00.withmoxie.dev/api/public

Usage

moxie.sh <resource> <action> [options]

Read Operations

moxie.sh clients list
moxie.sh clients search "acme"
moxie.sh contacts search "john"
moxie.sh projects search "clientname"
moxie.sh invoices search "clientname"
moxie.sh templates email
moxie.sh templates invoice
moxie.sh vendors list
moxie.sh forms list
moxie.sh pipeline stages
moxie.sh tasks stages
moxie.sh users list

Create Operations

# Via named flags
moxie.sh clients create --name "Acme Corp" --type Client --currency USD
moxie.sh contacts create --first John --last Doe --email john@acme.com --client "Acme Corp"
moxie.sh time create --start "2024-01-15T09:00:00+00:00" --end "2024-01-15T17:00:00+00:00" --email user@example.com

# Via JSON (--data flag or stdin)
moxie.sh projects create --data '{"name":"Website","clientName":"Acme","feeSchedule":{"feeType":"Hourly","amount":150}}'
echo '{"name":"Task1","clientName":"Acme","projectName":"Website"}' | moxie.sh tasks create

# Calendar
moxie.sh calendar create --data '{"eventId":"evt1","startTime":"2024-01-15T09:00:00","endTime":"2024-01-15T10:00:00","timezone":"America/New_York","summary":"Meeting"}'
moxie.sh calendar delete evt1

Key Notes

Most create endpoints require exact name matches for clientName, projectName, etc.
Rate limit: 100 requests per 5 minutes
File attachments use multipart/form-data (use --file flag)
See references/api-spec.md for full field details and response schemas
Run moxie.sh --help for complete command reference