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CLI

The bindly CLI runs the full Bindly intake lifecycle from a terminal or a script: start sessions, answer questions, extract from PDFs, fill ACORD forms, download them, and submit to Hedge. It wraps the REST API and handles sign-in and token refresh for you. Source lives at github.com/taventech/bindly-cli.

Terminal window
npm i -g bindly-cli

The npm package is bindly-cli and it provides the bindly command (Node.js 18 or newer; npx bindly-cli also works without installing). The Homebrew and curl options install a self-contained binary, so Node is not required.

Terminal window
bindly login

By default bindly login uses the OAuth 2.1 device flow: it prints a short code and a URL, you approve the sign-in in Bindly, and the CLI stores a short-lived token. Other modes:

Terminal window
bindly login --browser # loopback browser sign-in on a machine with a browser
bindly login --api-key bsk_... # non-interactive, using a workspace API key

Check the signed-in workspace, plan, and auth method with bindly whoami. Sign out with bindly logout. Credentials are stored at ~/.config/taven-cli/bindly.prod.json with 0600 permissions, and access tokens refresh automatically. For the full auth model, see Authentication.

Run bindly <command> --help for flags and examples on any command.

Command What it does
bindly session new --insured <name> [--state ST] [--lob a,b] [--naics code] Start an intake session for an insured.
bindly session list List your workspace’s sessions.
bindly session get <session-id> Session detail, intake progress, and the next questions.
bindly session answer <session-id> --message <text> Answer intake questions conversationally; returns the next asks.
bindly session extract <session-id> <pdf> Extract intake answers from a PDF (ACORD, dec page, supplement; 20MB max).
bindly session fill <session-id> Fill the session’s ACORD forms from the collected answers.
bindly session download <session-id> [form-key] [-o <dir>] Download one filled form PDF, or all of them.
bindly session risk <session-id> Underwriting risk flags Bindly spotted in the intake.
bindly session upload <session-id> <pdf> Attach a supporting document (loss runs, prior policy).
bindly session archive <session-id> Archive a session.
bindly session submit <session-id> Submit a completed session to Hedge on your connected Hedge account.
bindly whoami Show the signed-in workspace, plan, and auth method.
bindly login / bindly logout Sign in and out.

session submit forwards the session’s filled ACORD forms and supplements to Hedge and returns the resulting Hedge submission id.

  1. Sign in once, and confirm the workspace:

    Terminal window
    bindly login
    bindly whoami
  2. Start an intake session for the insured:

    Terminal window
    bindly session new --insured "Acme HVAC" --state TX --lob general_liability
  3. Answer the intake conversationally, or extract answers straight from a PDF you already have:

    Terminal window
    bindly session answer <session-id> --message "12 employees, $2.4M revenue, no claims in the last 5 years"
    bindly session extract <session-id> ./prior-acord-125.pdf
  4. Check what is still open, then fill the ACORD forms:

    Terminal window
    bindly session get <session-id>
    bindly session fill <session-id>
  5. Download the filled PDFs and review the risk flags:

    Terminal window
    bindly session download <session-id> -o ./filled
    bindly session risk <session-id>
  6. Submit the finished session to Hedge:

    Terminal window
    bindly session submit <session-id>

    The command returns the Hedge submission id.