Docana CLI

Repository guide

Manage your Docana workspace from the terminal: agents as versionable JSON files you can pull, edit, validate, diff, test, and push — plus documents, applications, environments, and conversations.

Install

npm install -g @docana/cli

Requires Node.js 20 or newer. This is @docana/cli, the workspace CLI. The repository also contains an internal infrastructure CLI with the same docana binary name. Avoid globally linking both at once.

Log in

docana login

It opens your browser to log in — approve the request and you're done; the CLI keeps the session refreshed for you. You can also choose to paste an API key instead.

Login targets https://platform.docana.com. To point at a local or preview deployment, or to set a default application, use environment variables (or a docana.manifest.json for the application):

export DOCANA_API_URL=http://localhost:3000   # a different deployment
export DOCANA_APPLICATION_ID=your_application_id      # default application

For scripts and CI, authenticate with an API key via environment variables — DOCANA_API_KEY always wins over a stored browser login:

export DOCANA_API_URL=https://platform.docana.com
export DOCANA_API_KEY=your_api_key_here

A saved login (API key, browser session, or IAP token) is only ever sent to the deployment it was created for. If DOCANA_API_URL (from your shell or a .env in the working directory) points somewhere else, the CLI withholds the saved login and tells you so: set DOCANA_API_KEY for that deployment, or run docana login with DOCANA_API_URL set. Plain http:// is only accepted for localhost.

DOCANA_API_KEY is different: it is sent to whatever DOCANA_API_URL resolves to, including a .env in the working directory. If you export the key in your shell, export DOCANA_API_URL next to it so a cloned repo's .env cannot redirect it.

Check your setup with docana whoami.

The core loop

Agents are JSON specs. Work with them like code:

docana agents list                          # see what's there
docana agents pull <agent-id> -o agent.json # bring one down to a file
docana agents validate agent.json           # check it against the schema
docana agents diff agent.json               # compare with what's deployed
docana agents diff <prod-id> <dev-id>       # compare two different agents
docana agents versions <agent-id>           # list spec versions
docana agents diff <agent-id>@4 <agent-id>@9  # compare two versions
docana agents push agent.json -y            # ship it (updates the working version)
docana agents publish <agent-id>            # promote to the live version

For projects with several agents, evals, and routines, docana init creates a docana.manifest.json that maps local files to Docana entities, and plain docana pull / docana validate / docana push -y operate on the whole project. Start from the project template, and see Agent Projects for the manifest reference.

Webhook routes travel in the agent file: set the node's config.proxy to "direct", "brazil", or "us". Omission preserves the direct route. Pull, edit, validate, push, and publish as above. See Webhook nodes for examples and regional relay limits.

Run and test

# Run a spec with a prompt, streaming the response
docana agents run agent.json "What's our refund policy?" --app-id <application-id>

# Run a spec against an eval and report results
docana agents eval agent.json -e eval-spec.json -a <application-id>

# Print JSON Schemas for editor autocomplete and validation
docana agents schema > agent-schema.json
docana agents eval-schema > eval-schema.json

Eval user steps can also carry a timing dimension, because real users send bursts and impatient follow-ups that land while the agent is still working. delayMs waits before sending; waitFor: "none" sends without waiting for the previous run to finish; injectAfterNode: "<node-id>" sends deterministically the moment that workflow node starts executing (prefer it over wall-clock delays in CI). A message that lands mid-flight supersedes the in-flight run exactly like production channels do — the old run is aborted, its reply is never delivered, but the workflow nodes it already executed still count toward node assertions. Assertions always judge the conversation after every run has settled:

{
  "steps": [
    { "type": "user", "text": "quero emitir uma nota fiscal ..." },
    {
      "type": "user",
      "text": "e aí? já gerou?",
      "injectAfterNode": "n-n1jtll0d9"
    },
    {
      "type": "nodeAssertion",
      "nodeId": "n-n1jtll0d9",
      "operator": "eq",
      "count": 1
    },
    { "type": "conversationAssertion", "expectNoResponse": false }
  ]
}

Secrets and environments

Agent secrets (provider API keys) live in Docana application environments, stored encrypted server-side and read by specs as {{env.KEY}} — never in your repo:

docana app <application-id> envs ls
docana app <application-id> envs create -n production -v API_KEY=xxx
docana app <application-id> envs update <env-id> --variables-json '{"API_KEY":"yyy"}'

Note: envs update replaces the whole variable set — pass every variable, not just the changed one.

Call the API directly

For anything without a dedicated command, docana api is a raw client that reuses your login — no auth headers or tokens to manage:

docana api GET /api/v1/applications/
docana api GET /api/v1/collections/42/documents/ limit=100 page=2
docana api POST /api/v1/agents/import/?applicationId=42 -d @agent.json

docana api schema search executions   # just the matching operations, refs inlined
docana api schema                     # the full OpenAPI document

schema search keeps the output small enough for a coding agent to read whole, which is exactly what it's for.

Other commands

| Area | Commands | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------ | | Employees | employees templates / list / create / get / identity / prepare / knowledge / expectations / status / performance / websites / login / whatsapp | | Agents | agents list / pull / push / publish / validate / run / eval / diff / open / alias | | Agent runs | agents runs list / search / get / stop / open, agents eval-run list / get / watch | | Agent evals | agents eval-case list / get / update / run | | Agent insights | agents insights get / set / clear / nodes / backfill | | Agent branches | agents branches list / create / show / preview / promote / discard | | Documents | documents list / push / pull / move / search, document open | | Knowledge | libraries list / create, collections list / create / link / sync / folders | | Connections | connections list / catalog / connect / folders / disconnect | | MCP servers | mcp-servers list / get / create / update / rm / test / authorize / connections | | Applications | applications list / create / collections / persona, app <id> envs / allowed-websites / mcp / chat / open | | Conversations | chat, thread list / messages / open | | Usage | usage [--json]: this month's budget, what is used, and what remains | | Raw API | api <method> <path> [key=value...], api schema [search <query>] |

Run docana help or add --help to any command for flags and details.

Develop the CLI

From packages/cli/, use Node.js 22 to match repository CI:

pnpm install
pnpm run build
node bin/docana.js --help
pnpm run prettier
pnpm run lint
pnpm run test

Use the local entry point while developing so you know which CLI build you are running. The typed API client is generated with pnpm run generate:client from the platform's committed OpenAPI snapshot.

Learn more

• CLI guide
• Employees from code: the same employee creation, preparation, knowledge, and performance as the UI
• Agent Projects & the manifest
• Project template repository
• Testing agents
• REST API and Docana MCP