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closeio

Tools to interact with Close.io CRM

Creating your new toolkit repo

  1. Run arcade new and answer all the questions
  2. Navigate to your new toolkit directory:
    cd closeio
  3. Initialize git repository:
    git init
  4. Create a new repository in Github with the same name as your new toolkit

    Note: Don't create a README, LICENSE or .gitignore when creating the repository because arcade new has already created these files for you.

  5. Add remote and push your code:
    git remote add origin https://github.com/byrro/closeio.git
    git branch -M main
    git add .
    git commit -m "Initial commit"
    git push -u origin main

Publishing to PyPi

Generating a PyPi API Key

  1. Log into your PyPi account
  2. Navigate to your Account settings and add an API token
  3. Copy the token
  4. In your Github repository:
    • Go to Settings > Secrets and variables > Actions
    • Click "New repository secret"
    • Name your secret PYPI_TOKEN
    • Paste your API Token into the Secret field

Creating a Release

  1. Navigate to your Github repository and click on Releases
  2. Create a new tag that corresponds to the version in your toolkit's pyproject.toml file

    Note: This will be 0.0.1 for your first release

How to install the toolkit:

  1. Run make install from the root of the repository

How to run tests:

  1. Run make test from the root of the repository

How to run evals:

  1. Install the Arcade Engine Locally
  2. Install extra dependencies needed for evals:
    pip install 'arcade-ai[fastapi,evals]'
  3. Log into Arcade AI:
    arcade login
  4. Start the Arcade Engine and Actor:
    arcade dev
  5. In a separate terminal, navigate to the evals directory:
    cd evals
  6. Run the evals:
    arcade evals --host localhost --details

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Arcade AI tools to interact with Close.io CRM

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