pexsetup

name

pex:setup

description

ProcurementExpress CLI setup, authentication, company selection, and configuration. Use when authenticating to the ProcurementExpress API (V1 token or V3 OAuth2), switching companies, managing config profiles (production/staging), or checking auth status. Also covers installing the CLI and skills into a project. Triggers on: pex setup, pex install, pex auth, login, authenticate, token, switch company, config profile, staging, production, pex config, who am i, current user.

ProcurementExpress CLI Setup

Installation

CLI

# From npm (when published)
npm install -g @procurementexpress/cli

# From source
git clone https://github.com/przbadu/procurementexpress-cli.git
cd procurementexpress-cli && npm install && npm run build && npm link

Skills (copy into any project)

# Copy all pex skills into your project
cp -r /path/to/procurementexpress-cli/.claude/skills/pex-* /path/to/your-project/.claude/skills/

Once published to npm, this will be automated:

npx @procurementexpress/cli install-skills

Authentication

Authentication is required before any API command. Credentials persist in config.

V1 Token Auth (simple, recommended)

pex auth login --token=<TOKEN> --company-id=<COMPANY_ID>

V3 OAuth2 Auth (email/password)

pex auth login --email=[e-mail] --password=secret \
  --client-id=<ID> --client-secret=<SECRET> --api-version=v3

Verify Auth

pex auth status    # Shows profile, base URL, token validity, company
pex auth whoami    # Current user from API (id, email, name, companies)

Logout

pex auth logout    # Revoke token + clear from config

Company Selection

After authenticating, set the active company:

# List available companies
pex company list

# Set active company (persisted in profile)
pex company set <COMPANY_ID>

# Verify
pex company details

Config Profiles (Staging/Production)

# Add staging profile
pex config add-profile staging --base-url=https://staging.procurementexpress.com

# Switch to staging and authenticate
pex config use staging
pex auth login --token=STAGING_TOKEN --company-id=STAGING_ID

# Switch back
pex config use production

# View config (tokens redacted)
pex config show

# Set default output format
pex config set defaultFormat table

Priority Order (highest wins)

1. CLI flags: --token, --base-url, --company-id, --api-version
2. Environment variables: PROCUREMENTEXPRESS_AUTH_TOKEN, PROCUREMENTEXPRESS_API_BASE_URL, PROCUREMENTEXPRESS_COMPANY_ID, PROCUREMENTEXPRESS_API_VERSION
3. Active profile in config file

Current User Management

pex auth whoami    # Get current user profile with company memberships and roles
pex auth update-profile --name="Jane Doe" --first-name="Jane" --last-name="Doe" \
  --email="[e-mail]" --phone-number="[phone]"

Typical Setup Workflow

1. pex auth login --token=<TOKEN> --company-id=<ID>
2. pex company list                    # see available companies
3. pex company set <COMPANY_ID>        # pick working company
4. pex company details                 # verify settings, custom fields, currencies
5. Start using other pex commands