bindly

Run the full Bindly intake lifecycle from your terminal: start sessions, answer questions, extract from PDFs, fill ACORD forms, download them, and submit to Hedge.

Install

Three ways to install. Pick one.

npm (requires Node.js 18 or newer)

npm install -g bindly-cli   # provides `bindly`

Or run without installing:

npx bindly-cli session list

Homebrew (self-contained binary, no Node required)

brew install taventech/tap/bindly

curl (self-contained binary, no Node required)

curl -fsSL https://github.com/taventech/bindly-cli/releases/latest/download/install.sh | sh

The installer downloads the binary for your OS and CPU into $HOME/.local/bin. Add that directory to your PATH if it is not already there.

Quickstart

bindly login                     # device-code sign in, or: bindly login --api-key bsk_...
bindly session new --insured "Acme HVAC" --state TX --lob general_liability
bindly session answer <session-id> --message "12 employees, $2.4M revenue, no claims in 5 years"
bindly session fill <session-id>
bindly session submit <session-id>

Commands

| 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 <sessionId> | Session detail, intake progress, and the next questions. | | bindly session answer <sessionId> --message <text> | Answer intake questions conversationally; returns the next asks. | | bindly session extract <sessionId> <pdf> | Extract intake answers from a PDF (ACORD, dec page, supplement; 20MB max). | | bindly session fill <sessionId> | Fill the session's ACORD forms from the collected answers. | | bindly session download <sessionId> [formKey] [-o <dir>] | Download one filled form PDF, or all of them. | | bindly session risk <sessionId> | Underwriting risk flags Bindly spotted in the intake. | | bindly session upload <sessionId> <pdf> | Attach a supporting document (loss runs, prior policy). | | bindly session archive <sessionId> | Archive a session. | | bindly session submit <sessionId> | 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.

Add --json to any command for the raw API response, so the CLI composes in scripts:

bindly session list --json | jq '.sessions[] | select(.status=="ready") | .session_id'

Signing in

The CLI supports three sign-in modes:

| Mode | How | When to use | | --- | --- | --- | | Device code (default) | bindly login | Anywhere, including headless servers and SSH. Prints a short code and a URL to approve in any browser. | | Browser (loopback) | bindly login --browser | A local machine with a browser. Opens it and captures the redirect on 127.0.0.1. | | Workspace API key | bindly login --api-key bsk_... | Non-interactive automation with a workspace key. |

Create a workspace API key in Bindly under Agency profile then API keys. Credentials are stored at ~/.config/taven-cli/bindly.prod.json with 0600 permissions. Access tokens are refreshed automatically. Sign out with bindly logout.

Point at a non-production engine with BINDLY_ENGINE_URL (and BINDLY_APP_URL for the approval page).

Example: full lifecycle

# 1. Sign in with a workspace API key (keys look like bsk_...)
bindly login --api-key bsk_xxx
bindly whoami

# 2. Start a session
bindly session new --insured "Acme HVAC" --state TX --lob general_liability
# -> session_id abc123

# 3. Answer intake questions conversationally
bindly session answer abc123 --message "12 employees, $2.4M revenue, no claims in the last 5 years"

# 4. Or extract answers straight from a PDF you already have
bindly session extract abc123 ./prior-acord-125.pdf

# 5. Check what is still open, then fill the ACORD forms
bindly session get abc123
bindly session fill abc123

# 6. Download the filled PDFs and review risk flags
bindly session download abc123 -o ./filled
bindly session risk abc123

# 7. Submit to Hedge
bindly session submit abc123

License

MIT. See LICENSE.