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128 changes: 60 additions & 68 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -15,6 +15,22 @@ A modern, type-safe command-line interface for the Workato API, designed for aut
- **API Integration**: Manage API clients, collections, and endpoints
- **AI Agent Support**: Built-in documentation and guide system

# Quick Start Guide

Get the Workato CLI running in 5 minutes.

## Prerequisites

- Python 3.11+
- Workato account with API token

### Getting Your API Token
1. Log into your Workato account
1. Navigate to **Workspace Admin** → **API clients**
1. Click **Create API client**
1. Fill out information about the client, click **Create client**
1. Copy the generated token (starts with `wrkatrial-` for trial accounts or `wrkprod-` for production)

## Installation

### From PyPI (Coming Soon)
Expand All @@ -29,97 +45,75 @@ cd workato-platform-cli
pip install -e .
```

### For Development
```bash
# Install uv (recommended)
curl -LsSf https://astral.sh/uv/install.sh | sh
### Alternative (if above fails)
If you get an "externally-managed-environment" error:

# Clone and setup
git clone https://github.com/workato/workato-platform-cli.git
cd workato-platform-cli
make install-dev
```bash
# Virtual environment (recommended)
python3 -m venv venv
source venv/bin/activate # Linux/Mac
pip install -e .
```

## Quick Start
Having issues? See [DEVELOPER_GUIDE.md](/docs/DEVELOPER_GUIDE.md) for troubleshooting.

## Setup

```bash
# Set up your profile and workspace
# Initialize CLI (will prompt for API token and region)
workato init
workato profiles create --name dev --region us

# Verify your workspace
workato workspace
```


## First Commands

```bash
# List available commands
workato --help

# Explore available connectors
workato connectors list
workato connectors parameters --provider salesforce
# List your recipes
workato recipes list

# Manage connections
# List your connections
workato connections list
workato connections create-oauth --provider salesforce

# Manage recipes
workato recipes list --folder-id 123
workato recipes validate --project-id 456
workato recipes start --recipe-id 789

# Project operations
workato push --project-id 123
workato pull

# AI agent access to structured documentation
workato guide topics # (for AI agents)
workato guide search "oauth" # (for AI agents)
# Check project status
workato workspace
```

## For AI Agents & Developers

This CLI is designed to enable AI agents to assist developers in building Workato assets:
## Next Steps

### **Recipe Development Workflow**
1. **Validate Recipes**: `workato recipes validate` to check JSON syntax and structure
2. **Create Connections**: `workato connections create` to set up OAuth authentication
3. **Update Recipe Connections**: `workato recipes update-connection` to link recipes to connections
4. **Deploy**: `workato push` to deploy recipes to Workato
5. **Monitor**: `workato recipes jobs` to track execution
- **Need detailed commands?** → See [COMMAND_REFERENCE.md](/docs/COMMAND_REFERENCE.md)
- **Want real-world examples?** → See [USE_CASES.md](/docs/USE_CASES.md)
- **Looking for sample recipes?** → See [examples/](/docs/examples/)
- **Installation issues?** → See [DEVELOPER_GUIDE.md](/docs/DEVELOPER_GUIDE.md)
- **Looking for all documentation?** → See [INDEX.md](/docs/INDEX.md)

### **AI Agent Capabilities**
- **Recipe Validation**: Catch errors before deployment
- **Connection Management**: Handle OAuth flows automatically
- **Project Synchronization**: Keep local and remote in sync
- **AI Documentation Interface**: `workato guide` provides structured knowledge for AI agents
- **Error Diagnosis**: Detailed error messages and validation feedback

## Key Commands
## Quick Recipe Workflow

- `workato init` - Initialize CLI configuration and workspace
- `workato profiles create/use` - Manage multiple environments
- `workato recipes list/validate/start/stop` - Recipe lifecycle management
- `workato connections create-oauth/list` - OAuth connection management
- `workato connectors list/parameters` - Explore available connectors
- `workato push/pull` - Sync projects with Workato workspace
- `workato guide topics/search/content` - AI agent documentation interface

## Use Cases
```bash
# 1. Validate a recipe file
workato recipes validate --path ./my-recipe.json

Perfect for:
- **🤖 AI Agents**: Automated recipe validation, connection management, and troubleshooting assistance
- **👨‍💻 Developers**: Local-first development with git integration and multi-environment support
- **🏢 Teams**: CI/CD pipelines, bulk operations, and standardized workflows
- **🔧 DevOps**: Infrastructure as code, automated deployments, and monitoring
# 2. Push changes to Workato
workato push

> 📖 **See [resources/use-cases.md](resources/use-cases.md) for detailed scenarios and examples**
# 3. Pull latest from remote
workato pull
```

## Requirements
You're ready to go!

- **Python 3.11+** (type hints and modern async support)
- **Workato API token** (from your Workato account settings)
- **Valid Workato account** with API access

## Development
## Contributing to the CLI

This project uses modern Python tooling for the best developer experience:
These commands are for CLI maintainers and contributors, not for developers using the CLI to build Workato integrations.

### For Development
```bash
# Setup (with uv - recommended)
make install-dev
Expand All @@ -133,11 +127,9 @@ make test-cov # run tests with coverage
make format # auto-format code
make lint # check code quality
make build # build distribution packages

# See all available commands
make help
```


### Tech Stack
- **🐍 Python 3.11+** with full type annotations
- **⚡ uv** for fast dependency management
Expand Down
3 changes: 2 additions & 1 deletion docs/COMMAND_REFERENCE.md
Original file line number Diff line number Diff line change
Expand Up @@ -117,7 +117,8 @@ workato connections get-oauth-url --id 789

## Environment Support

**Trial Accounts:** Use `wrkatrial-` tokens with `https://app.trial.workato.com/api`
**Trial Accounts:** Use `wrkatrial-` tokens with `https://app.trial.workato.com/api`

**Production Accounts:** Use `wrkprod-` tokens with `https://www.workato.com/api`

## Requirements
Expand Down