Which command do I use?

pdcli ships 150+ commands across 28 topics. This page is the shortcut: find the job you’re trying to do, and it points you at the command (and the guide that goes deep).

Every command takes the global flags --output, --jq, --fields, --profile, and friends. For the exhaustive list of every command and flag, see the command reference.

Everyday CRM: create, find, update

| I want to… | Command | Learn more | | --- | --- | --- | | Create a deal, person, or organization | pdcli deal create, pdcli person create, pdcli org create | Quickstart | | Find records (list or filter) | pdcli deal list, pdcli person list, pdcli org list | Quickstart | | Search across every entity at once | pdcli search "acme" | Reference | | Fetch one record by ID | pdcli deal get 42, pdcli person get 17 | Reference | | Update a field on a record | pdcli deal update 42 --field "Deal Size=Large" | Custom fields | | Delete a record | pdcli deal delete 42 | Reference | | See a deal’s whole world in one call | pdcli deal context 42 | MCP server |

Deduplicate & reconcile

| I want to… | Command | Learn more | | --- | --- | --- | | Resolve a record by an exact field value (create-vs-update primitive) | pdcli lookup person --by email=jane@acme.com | Bulk operations | | Create-or-update idempotently (no dupes) | pdcli person upsert, pdcli deal upsert, pdcli org upsert | Bulk operations | | Merge a duplicate contact into the survivor | pdcli person merge <losing-id> --into <survivor-id> | Bulk operations | | Merge two organizations | pdcli org merge <losing-id> --into <survivor-id> | Bulk operations |

Import & bulk edit

| I want to… | Command | Learn more | | --- | --- | --- | | Import a CSV of people (idempotent, matched on a field) | pdcli person import people.csv --upsert --match-on email | Bulk operations | | Import a CSV of organizations | pdcli org import orgs.csv --upsert --match-on name | Bulk operations | | Change one field across many deals | pdcli deal bulk-update --owner 42 | Bulk operations |

Export, back up & sync

| I want to… | Command | Learn more | | --- | --- | --- | | Back up the whole account to a JSON tree | pdcli backup ./snapshot | Full-account backup | | Diff two backup snapshots (field-level, offline) | pdcli backup diff old/ new/ | Full-account backup | | Feed a data warehouse / BI (incremental NDJSON) | pdcli sync warehouse | Full-account backup | | Get an incremental change feed | pdcli changes | Sales analytics |

Analyze & forecast

| I want to… | Command | Learn more | | --- | --- | --- | | Forecast the quarter (commit / best-case / weighted) | pdcli metrics forecast | Sales analytics | | Get a Monday pipeline packet in one shot | pdcli digest | Sales analytics | | Check per-stage pipeline health | pdcli pipeline health | Sales analytics | | See velocity, aging, slippage, or coverage | pdcli metrics velocity, pdcli metrics aging, pdcli metrics slippage, pdcli metrics coverage | Sales analytics | | Approximate a stage-to-stage funnel | pdcli funnel | Sales analytics | | Total open / won / lost per currency | pdcli deal summary | Sales analytics |

Monitor & keep data clean

| I want to… | Command | Learn more | | --- | --- | --- | | Audit data quality (stale, missing, duplicate) | pdcli audit | Data-hygiene audit | | Emit only anomalies that are new since last run | pdcli watch | Data-hygiene audit | | Check remaining daily API budget | pdcli quota | Reference | | Diagnose the CLI environment | pdcli doctor | Troubleshooting |

Automate & integrate

| I want to… | Command | Learn more | | --- | --- | --- | | Expose pdcli to an AI agent | pdcli mcp serve | MCP server | | Hit an endpoint pdcli doesn’t wrap (host-locked escape hatch) | pdcli api GET /deals | Raw api escape hatch | | Sign in and manage credentials | pdcli auth login, pdcli auth status | Authentication | | Manage profiles and settings | pdcli config set, pdcli config list | Profiles & configuration |

Still not sure?

• Every command self-describes: pdcli <command> --help.
• Browse the full command reference for topics not listed here (activities, notes, files, filters, goals, leads, products, projects, stages, tasks, users, webhooks, and more).
• Building for an agent? Start with the AI agents quickstart.