veeva-hello-world

name	veeva-hello-world
description	Veeva Vault hello world with REST API and VQL. Use when integrating with Veeva Vault for life sciences document management. Trigger: "veeva hello world".
allowed-tools	Read, Write, Edit, Bash(npm:*), Grep
version	1.3.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","life-sciences","crm","veeva"]
compatibility	Designed for Claude Code

Veeva Vault Hello World

Overview

Create, retrieve, and query documents in Veeva Vault -- the fundamental CRUD operations. Uses the Vault REST API with VQL (Vault Query Language) for data retrieval.

Instructions

Step 1: Query Documents with VQL

import requests, os

vault_url = "https://myvault.veevavault.com/api/v24.1"
headers = {"Authorization": session_id}

# VQL is SQL-like but Vault-specific
query = "SELECT id, name__v, type__v, status__v, created_date__v FROM documents LIMIT 10"
response = requests.post(f"{vault_url}/query", headers=headers, data={"q": query})
result = response.json()

for doc in result.get("data", []):
    print(f"{doc['name__v']} | Type: {doc['type__v']} | Status: {doc['status__v']}")

Step 2: Retrieve a Document

doc_id = 123
response = requests.get(f"{vault_url}/objects/documents/{doc_id}", headers=headers)
doc = response.json()
print(f"Document: {doc['document']['name__v']}")
print(f"Version: {doc['document']['major_version_number__v']}.{doc['document']['minor_version_number__v']}")

Step 3: Create a Document

# Create document metadata
doc_data = {
    "name__v": "Protocol Amendment 001",
    "type__v": "Trial Document",
    "subtype__v": "Protocol",
    "lifecycle__v": "General Lifecycle",
}
response = requests.post(f"{vault_url}/objects/documents", headers=headers, data=doc_data)
new_id = response.json()["id"]
print(f"Created document: {new_id}")

Step 4: Upload Document File

with open("protocol.pdf", "rb") as f:
    response = requests.post(
        f"{vault_url}/objects/documents/{new_id}/file",
        headers={**headers, "Content-Type": "application/octet-stream"},
        data=f,
    )
print(f"File uploaded: {response.json()['responseStatus']}")

Output

Protocol Amendment 001 | Type: Trial Document | Status: Draft
Document: Protocol Amendment 001
Version: 0.1
Created document: 456
File uploaded: SUCCESS

Error Handling

Error	Cause	Solution
INVALID_DATA in VQL	Wrong field name	Check object metadata
PARAMETER_REQUIRED	Missing required field	Add type__v, lifecycle__v
OPERATION_NOT_ALLOWED	Wrong document state	Check lifecycle state

Resources

• Document API
• VQL Reference

Next Steps

Proceed to veeva-local-dev-loop for development workflow.