ADM CLI

The CLI provides a terminal-first interface for the full ADM workflow: account creation, research, ROI modeling, health scoring, portfolio monitoring, and QBR preparation. Use it when you want fast, structured access without navigating the web UI or invoking MCP tools in chat.

Installation

From the repo root:

npm run cli -- <command>

Example:

npm run cli -- status
npm run cli -- account list
npm run cli -- portfolio

Global Install (Optional)

For a global adm command:

cd cli
npm link

Then run adm account list from anywhere.

Environment

The CLI uses the same .env as the MCP server. Create it in the repo root:

# Required for persistence
MONGODB_URI=mongodb+srv://user:pass@cluster.mongodb.net/adm_toolkit
MONGODB_DB=adm_toolkit

# Required for LLM tools (research, plan, qbr, expansion, competitive)
ANTHROPIC_API_KEY=sk-ant-...

Commands Reference

Command	Description
Account
adm account new	Create account (interactive)
adm account list	List all accounts
adm account show <name>	Show account details
adm account delete <name>	Delete account and related data
Research & Intelligence
adm research <name>	Run account research (web search + LLM)
adm competitive <name>	Scan for AI tool signals (Copilot, etc.)
Modeling
adm roi <name>	Calculate ROI
adm health <name>	Compute health score
adm plan <name>	Generate deployment plan
adm expansion <name>	Generate expansion proposal
Operations
adm qbr <name>	Generate QBR
adm escalate <name>	Generate escalation brief
adm risk <name>	Run risk detection
Portfolio
adm portfolio	Portfolio overview
adm portfolio at-risk	At-risk accounts only
Utility
adm playbook <query>	Search playbook for objection handling
adm status	Environment and connectivity check

Common Options

• Account name — Case-insensitive. Use substring for fuzzy match (e.g. adm roi adobe).
• --help — Any command: adm roi --help, adm account --help.

For full options and MCP mapping, see CLI Commands Reference.

Typical Workflow

# Morning: check portfolio
adm portfolio

# New account from yesterday's call
adm account new

# Research before meeting
adm research Adobe --depth standard

# Model ROI
adm roi Adobe --seats 2500

# Prep for QBR
adm health Adobe --interactive
adm qbr Adobe --quarter 2026-Q1

# Expansion proposal
adm expansion Adobe --current 500 --target 4000

# End of day
adm portfolio at-risk

CLI vs MCP Chat

Use CLI when…	Use MCP chat when…
You know the exact command	You want exploratory, multi-step flows
You need structured output (tables, lists)	You need narrative or reasoning
You're scripting or automating	You're researching or brainstorming
You want fast account CRUD	You want to compose multiple tools in one prompt

Both use the same handlers and MongoDB. Data created via CLI is visible in the portfolio UI and MCP tools, and vice versa.