servosity/msp-skills/appdirect

AppDirect - Claude Code Skill

Prerequisites: Install the CLI

This skill drives the appdirect-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. macOS / Linux:

``bash bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/appdirect/install.sh) ``

1. Windows (PowerShell):

``powershell iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/appdirect/install.ps1 | iex ``

1. Verify: appdirect-cli --version
2. Ensure ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows) is on $PATH.

The installer downloads the appdirect-cli and appdirect-mcp binaries into ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows). It does not register the skill with your agent and writes no MCP client config - see mcp-install.md for that wire-up.

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

AppDirect partners manage thousands of subscriptions across hundreds of companies through a click-heavy console or hand-rolled curl with hourly-expiring OAuth tokens. This CLI mints and caches tokens invisibly, wraps the full marketplace REST surface (subscriptions, companies, users, billing, assisted sales, catalog), and syncs it all to local SQLite so commands like 'reconcile', 'subs changed', and 'pipeline' answer cross-entity questions no console screen can.

When to Use This CLI

Use this CLI for AppDirect marketplace operations: listing and managing subscriptions, companies, users, and memberships; pulling invoices and payments; reconciling billing; and working assisted-sales pipelines. It shines on cross-entity questions (billing mismatches, churn, stale deals) because everything syncs to a local SQLite store that supports search, SQL, and joins.

Anti-triggers

Do not use this CLI for:

• Building or theming a marketplace storefront - that is @appdirect/sfb-toolkit, not this CLI
• Developing ISV product connectors / integration event handlers - use the AppDirect connector SDKs
• End-user purchases on a marketplace you do not operate - this CLI needs partner API credentials
• AppDirect GraphQL-only surfaces (newer product/catalog graph queries) - this CLI wraps the REST API

Unique Capabilities

Local joins that close the books

• `reconcile` - Flag active subscriptions with no matching invoice, orphan invoices, and failed or unpaid payments across every company before month-close.

_Reach for this when asked whether billing matches reality across the marketplace - it answers in one call what otherwise takes hundreds of per-company console lookups._

``bash appdirect-cli reconcile --since 30d --agent ``

• `payments unpaid` - List failed or unavailable-gateway payments across all companies, sorted by amount and age.

_Use this for the weekly failed-payment chase instead of paging through company billing screens._

``bash appdirect-cli payments unpaid --since 7d --json ``

• `company show` - One customer's full picture - subscriptions, invoices, and open opportunities, and the command that lists its users - in a single view.

_Pick this for onboarding or support questions about a specific customer instead of four separate API calls._

``bash appdirect-cli company show 12345678-aaaa-bbbb-cccc-1234567890ab --json ``

Change radar

• `subs changed` - See subscriptions created, ended, or in an inactive status (suspended/cancelled/failed) across all companies in a time window.

_Use this for churn checks and weekly change review across the whole marketplace._

``bash appdirect-cli subs changed --since 7d --json ``

Pipeline as data

• `pipeline` - Roll up the assisted-sales pipeline by status or owner with opportunity counts and ages.

_Use this when asked for a pipeline rollup by status or owner instead of opening each opportunity._

``bash appdirect-cli pipeline --group-by status --agent ``

• `pipeline stale` - Find open opportunities created more than N days ago, oldest first.

_Use this to surface stalled deals before they die quietly._

``bash appdirect-cli pipeline stale --days 14 --json ``

Command Reference

account - Manage account

• appdirect-cli account resource-company-create-active-user-post - Create a marketplace user with membership in the given company.
• appdirect-cli account resource-company-create-company-membership-patch - Update role assignments for one or more company memberships (users).
• appdirect-cli account resource-company-create-company-membership-post - Add a new or existing user as a member of a marketplace company.
• appdirect-cli account resource-company-create-company-post - Create a new marketplace company
• appdirect-cli account resource-company-delete-company-membership-delete - Delete a marketplace user's company membership.
• appdirect-cli account resource-company-get-invited-users-get - Retrieve a marketplace company's user invitations.
• appdirect-cli account resource-company-get-verified-domains-get - Retrieve a marketplace company's verified domains.
• appdirect-cli account resource-company-invite-csvusers-post - Invite multiple users to a marketplace company using a CSV file.
• appdirect-cli account resource-company-invite-managed-user-post - Invite a managed user as a member of a marketplace company.
• appdirect-cli account resource-company-invite-users-post - Invite multiple users to a marketplace company using list of Invitation resources.
• appdirect-cli account resource-company-partial-update-company-membership-patch - Enable or disable marketplace user's company membership.
• appdirect-cli account resource-company-patch-company-patch - Partially update marketplace company account information.
• appdirect-cli account resource-company-read-all-companies-get - Retrieve all marketplace companies. Rate limit: Bucket size is 20 requests, with a leak rate of 5 requests per second.
• appdirect-cli account resource-company-read-assignable-roles-get - Retrieve marketplace roles that can be assigned by this company membership.
• appdirect-cli account resource-company-read-company-activities-get - Retrieve company or user activities.
• appdirect-cli account resource-company-read-company-get - Retrieve a marketplace company by ID or external ID.
• appdirect-cli account resource-company-read-company-membership-get - Retrieve a marketplace user's company membership information.
• appdirect-cli account resource-company-read-company-memberships-get - List a marketplace company's user memberships.
• appdirect-cli account resource-company-read-domain-get - Get a specific company domain
• appdirect-cli account resource-company-read-domains-get - Retrieve a marketplace company's domains.
• appdirect-cli account resource-company-read-user-assignments-get - Retrieve a marketplace user's application assignments. Returns assignments that are not FAILED or CANCELLED.
• appdirect-cli account resource-company-read-user-checklist-get - Retrieve a marketplace user's checklist.
• appdirect-cli account resource-company-request-purchase-post - Request to purchase an application for the given marketplace company and user.
• appdirect-cli account resource-company-revoke-invitation-delete - Revoke a user's invitiation to a marketplace company.
• appdirect-cli account resource-company-update-company-membership-put - Update a marketplace user's company membership.
• appdirect-cli account resource-company-update-company-picture-put - Update a marketplace company’s profile picture, for example, with an image of a logo.
• appdirect-cli account resource-company-update-company-put - Update a marketplace company.
• appdirect-cli account resource-group-batch-create-or-update-group-memberships-post - Create batched group memberships change requests.
• appdirect-cli account resource-group-create-post - Create a user group for a marketplace company.
• appdirect-cli account resource-group-delete-delete - Delete a user group for the requested marketplace company.
• appdirect-cli account resource-group-delete-group-membership-delete - Delete a user from a marketplace company's user group.
• appdirect-cli account resource-group-read-all-get - Retrieve a marketplace company's user groups.
• appdirect-cli account resource-group-read-company-groups-for-user-get - Retrieve the list of groups the company membership is in.
• appdirect-cli account resource-group-read-get - Retrieve a marketplace company's user group.
• appdirect-cli account resource-group-read-group-membership-get - Retrieve a user/company membership resource.
• appdirect-cli account resource-group-read-group-memberships-get - List members of a user group for the requested marketplace company.
• appdirect-cli account resource-group-save-group-membership-put - Add a user to marketplace company's user group.
• appdirect-cli account resource-group-update-put - Update user group for the requested marketplace company.
• appdirect-cli account resource-invitation-update-invitation-with-registration-post - Accept a user's invitation to a marketplace company
• appdirect-cli account resource-my-apps-read-app-by-pending-id - Retrieve a marketplace user's application when assignment is pending.
• appdirect-cli account resource-my-apps-read-app-by-user-entitlement - Retrieve a marketplace user's application when assignment is complete.
• appdirect-cli account resource-my-apps-read-apps - List all applications assigned to a marketplace company user.
• appdirect-cli account resource-my-apps-update-apps-order - Update the order in which applications will should show up on the MyApps page.
• appdirect-cli account resource-read-company-assignable-roles-get - Retrieves a list of marketplace roles that the current
• appdirect-cli account resource-subscription-create-subscription-assignment-post - Create an application assignment for a marketplace user.
• appdirect-cli account resource-subscription-delete-subscription-assignment-delete - Delete a marketplace user's application assignment.
• appdirect-cli account resource-subscription-read-saml-certificate-get - Retrieve a subscriptions's public SAML verification certificate.
• appdirect-cli account resource-subscription-read-saml-info-get - Retrieve a subscription's SAML metadata.
• appdirect-cli account resource-subscription-read-subscription-assignment-count-head - Retrieve the number of users assigned to a subscription.
• appdirect-cli account resource-subscription-read-subscription-assignment-get - Retrieve a marketplace user's application assignment for a given subscription.
• appdirect-cli account resource-subscription-read-subscription-assignments-get - Retrieve the list of marketplace application assignments for the given subscription.
• appdirect-cli account resource-subscription-request-subscription-reactivation-post - Send a subscription reactivation request. This endpoint sends a notification to the subscription owner.
• appdirect-cli account resource-user-patch-user-profile-patch - Update a marketplace user's profile. Also marks user's checklist with profile as completed.
• appdirect-cli account resource-user-read-all-users-get - Retrieves all marketplace users
• appdirect-cli account resource-user-read-reseller-user-get - Reads a reseller user's company associations
• appdirect-cli account resource-user-read-user-get - Retrieves a marketplace user by ID or external ID. If you use the ID, you can omit a prefix or use 'id:' as the prefix.
• `appdirect-cli account resource-user-read-user-mem