geni crm cards

Get, create, edit, move, set the status of, archive, delete, and manage contacts on pipeline cards.

Pipeline cards are the deals or candidates that move through a pipeline. This is a pure verb group with no default action. The update, move, and status verbs accept --expected-updated-at for optimistic concurrency; omit it and the CLI fetches the card's current version first (last-write-wins).

get

geni crm cards get card_01HX --field amount

Print one card's full detail. --field <path> extracts a single dotted-path value.

Arg / Flag	Notes
`<id>`	Card id.
`--field <path>`	Print one dotted-path value (e.g. `status`, `amount`).

create

geni crm cards create ppl_01HX --json '{"title":"Acme renewal","amount":50000,"currency":"USD","primaryCompanyId":"cmp_01HX"}'

Create a card in a pipeline. --json is { title, stageId?, ownerMembershipId?, primaryCompanyId?, people?, amount?, currency?, expectedCloseAt?, attributionSourceId?, custom? }. attributionSourceId is a lead source from geni crm attribution-sources.

Arg / Flag	Notes
`<pipelineId>`	Pipeline to create the card in.
`--json <body>`	Required. JSON card definition.

update

geni crm cards update card_01HX --json '{"amount":60000}' --expected-updated-at 2026-06-21T10:00:00Z

Edit card fields. --json is { title?, ownerMembershipId?, primaryCompanyId?, amount?, currency?, expectedCloseAt?, attributionSourceId?, custom? }. Pass attributionSourceId: null to clear the lead source.

Arg / Flag	Notes
`<id>`	Card id.
`--json <body>`	Required. JSON fields to change.
`--expected-updated-at <ts>`	Optimistic-concurrency token; omit to fetch the current version first.

move

geni crm cards move card_01HX --stage stg_01HY --position 0

Move a card to a different stage.

Arg / Flag	Notes
`<id>`	Card id.
`--stage <stageId>`	Required. Target stage id (from `geni crm pipelines get`).
`--position <n>`	Board position within the target stage.
`--expected-updated-at <ts>`	Optimistic-concurrency token; omit to fetch the current version first.

status

geni crm cards status card_01HX --status lost --reason "Chose a competitor"

Set a card outcome without moving its stage.

Arg / Flag	Notes
`<id>`	Card id.
`--status <status>`	Required. `open`, `won`, or `lost`.
`--reason <text>`	Lost reason (when status is `lost`).
`--expected-updated-at <ts>`	Optimistic-concurrency token; omit to fetch the current version first.

delete

geni crm cards delete card_01HX card_01HY

Permanently delete cards, along with their contacts, activity, notes, touchpoints, and linked tasks. There is no undo. The response lists the ids actually removed; ids that match no card in the workspace are reported on stderr.

Arg	Notes
`<ids...>`	Card ids to delete (max 100).

add-contact

geni crm cards add-contact card_01HX per_01HX

Attach a person as a contact on a card.

Arg	Notes
`<cardId>`	Card id.
`<personId>`	Person id to attach.

remove-contact

geni crm cards remove-contact card_01HX per_01HX

Remove a contact from a card.

Arg	Notes
`<cardId>`	Card id.
`<personId>`	Person id to detach.

geni crm cards

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