# Dailybot CLI for Plan

> Use Dailybot Plan (Beta) from the command line: credentials, naming the agent, briefing an agent on one task, the command index and exit codes.

Language: en
Canonical: https://www.dailybot.com/developers/plan/cli
Markdown: send header `Accept: text/markdown` on any URL to receive Markdown instead of HTML.
Last Updated: 2026-09-30

---

> **Beta** — Plan is in beta. Everything under `/plan` in the web app, the CLI and agent skill commands for projects, goals, boards and tasks, and the `/v1/plan/` public API may change before general availability. Want to try it with your team? Write to **support@dailybot.com**.

The Dailybot CLI covers Plan under `dailybot plan`, with the `tasks`, `task`, `board`, `project` and `goal` subcommand groups (164 commands). It calls the same public API as every integration. Everything on this page needs **dailybot-cli 4.0.0 or later**: 4.0.0 is where `dailybot plan` became the one entry point and where the notifications, routes, scheduled reports, briefing, channel search and timeline commands arrived. Upgrade with `dailybot upgrade`.

<h2 id="credentials">Credentials</h2>

- **`dailybot login`** signs you in with an emailed one-time code. The login token only travels to the API host that issued it.
- **`DAILYBOT_API_KEY`** uses an API key. A personal key acts as its person; an agent or organization key never does. What each credential can do is on [Authentication for Plan](/developers/plan/authentication).
- **Per-repo profiles** keep keys for one repository in `.dailybot/env.json`, which must stay gitignored: `dailybot env add`, `dailybot env use`, `dailybot env off` (and `on`, `show`, `list`, `remove`). The active profile overrides `DAILYBOT_API_KEY` and the login session for that repository.

<h2 id="agent-name">Name the agent</h2>

Pass the root flag `--agent-name`, or set `DAILYBOT_AGENT_NAME` (the flag wins). With neither, a person is acting directly and nothing is stamped. It is an attribution label, never a credential, so it changes no permission.

```bash
dailybot --agent-name "Claude Code" plan task comment ENG-12 "Reproduced and fixed"
```

The CLI sends `agent_name` on JSON writes and `X-Dailybot-Agent-Name` on uploads and body-less writes, never on reads. Names follow the [attribution rules](/developers/plan/agents#attribution): plain characters, up to 128, never truncated. A longer name is refused locally with `invalid_agent_attribution`; an agent key that sends one gets the same error from the server.

`task comments` then shows `Jane Doe via "Claude Code"`, and `task get` adds an Agents line listing the executors, most recent first.

<h2 id="brief">Brief an agent on one task</h2>

```bash
dailybot plan task brief ENG-142 --download ./brief
```

`dailybot plan task brief <task> [--download DIR] [--force] [--json]` reads the whole card, attachments included. With `--download DIR` it saves the attachments there as `<uuid8>-<name>`, and it never overwrites a file unless you pass `--force`. `--json` prints the result for a program. The task is a key (`ENG-142`) or a uuid.

<h2 id="commands">Command index</h2>

Subcommand names per group. Run `dailybot plan <group> <command> --help` for flags and examples; it is the authoritative reference for the version you have installed, and newer releases add commands. The index below matches dailybot-cli 4.0.0.

```text
dailybot plan tasks: activity, attachments-resolve, briefing {get|preview|send-test|set}, changes, channels {search}, counts, cursor, entitlements, favorites, inbox, inbox-read, inbox-read-all, inbox-unread, mine, notifications {catalog|get|set}, recents, reports {create|delete|get|list|preview|runs|send-test|update}, routes {create|delete|deliveries|get|list|send-test|update}, search, status, timeline, view {delete|get|star|unstar|update}
dailybot plan task: activity, archive, attach, attachment {delete|get}, attachments, brief, bulk, children, comment, comment-attach, comment-attachment {delete|get}, comment-attachments, comment-delete, comment-edit, comment-react, comment-reactions, comment-unreact, comments, create, delete, duplicate, events, get, labels, link, list, move, mute, participants {add|list|remove}, relations, restore, set-owner, unlink, unmute, unwatch, update, watch
dailybot plan board: archive, create, get, label {create|delete|update}, labels, list, member {add|remove}, members, mentionables, restore, snapshot, star, state {archive|create|reorder|restore|update}, states, tasks, unstar, update, view {save}, views, visit
dailybot plan project: archive, attach, attachment {delete|get}, attachments, create, get, list, member {add|remove}, members, milestone-attach, milestone-attachment {delete|get|rename}, milestone-attachments, milestone-complete, milestone-create, milestone-delete, milestone-reopen, milestone-restore, milestone-update, milestones, restore, update, update-attach, update-attachment {delete|get|rename}, update-attachments, update-delete, update-edit, update-get, update-post, update-react, update-reactions, update-unreact, updates, view {save}, views
dailybot plan goal: archive, attach, attachment {delete|get}, attachments, create, get, link, list, restore, unlink, update
```

New in 4.0.0 under `dailybot plan tasks`: `notifications catalog|get|set` (your own switches), `routes …` (organization channel routes), `reports …` (scheduled daily and weekly reports), `briefing …` (your daily briefing), `channels search` (where routes and reports can post) and `timeline` (tasks, milestones and projects in a date window, with project and milestone filters). See the [Plan · Notifications & reports](/developers/api/plan-notifications) reference for the doors behind them.

**Known gap:** task delegation is not available yet (the API answers `501` until its agent runtime ships). Reply in a thread with `dailybot plan task comment --reply-to <comment-uuid>` (the API field is `parent_comment`).

<h2 id="exit-codes">Exit codes</h2>

| Code | Meaning |
|---|---|
| 0 | Success |
| 1 | Partial success or another error |
| 2 | Bad input, including `invalid_identifier` and `invalid_agent_attribution` |
| 3 | Credential or person problem (`actor_required`, credential errors) |
| 4 | Refused (`insufficient_scope`, `guest_not_allowed`) |
| 5 | Not found, or not visible to you |
| 6 | Transient error: retry |
| 7 | Declined |
| 8 | Transport error |
| 9 | The delta cursor expired: read the board snapshot again |

<h2 id="see-also">See also</h2>

- [Agents on Plan](/developers/plan/agents)
- [Errors for Plan](/developers/plan/errors)
- [CLI authentication](/developers/cli-authentication)

---

## Developer portal navigation

**Getting Started**

- [Overview](/developers)
- [Quick start](/developers/getting-started)
- [Authentication](/developers/authentication)

**API Reference**

- [API Overview](/developers/api)
- [Users](/developers/api/users)
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- [CLI](/developers/api/cli)
- [Plan · Projects](/developers/api/plan-projects)
- [Plan · Goals](/developers/api/plan-goals)
- [Plan · Boards](/developers/api/plan-boards)
- [Plan · Tasks](/developers/api/plan-tasks)
- [Plan · Comments & files](/developers/api/plan-collaboration)
- [Plan · Home & search](/developers/api/plan-home)
- [Plan · Notifications & reports](/developers/api/plan-notifications)

**Dailybot Plan**

- [Overview](/developers/plan)
- [Concepts](/developers/plan/concepts)
- [Quickstart](/developers/plan/quickstart)
- [Authentication & scopes](/developers/plan/authentication)
- [Agents on Plan](/developers/plan/agents)
- [Conventions](/developers/plan/conventions)
- [Errors](/developers/plan/errors)
- [CLI for Plan](/developers/plan/cli) (this page)
- [Agent skill](/developers/plan/agent-skill)
- [Recipe: live board](/developers/plan/recipes/board-live-updates)
- [Recipe: home in one request](/developers/plan/recipes/home-in-one-request)
- [Recipe: bulk create](/developers/plan/recipes/bulk-create)
- [Recipe: move on PR merge](/developers/plan/recipes/move-on-pr-merge)
- [Recipe: goal progress](/developers/plan/recipes/goal-progress)
- [Recipe: webhooks](/developers/plan/recipes/webhooks)

**API guides**

- [Errors & Status Codes](/developers/errors)
- [Rate Limits](/developers/rate-limits)
- [Conventions](/developers/conventions)
- [API Changelog](/developers/api-changelog)
- [Recipes](/developers/recipes)

**Developer Features**

- [Custom commands](/developers/custom-commands)
- [Serverless commands](/developers/serverless)
- [Webhooks & events](/developers/webhooks)
- [Automation API trigger](/developers/workflow-trigger)
- [Activity API](/developers/activity-api)

**CLI**

- [Overview](/developers/cli)
- [Authentication](/developers/cli-authentication)
- [Command reference](/developers/cli-reference)
- [CI/CD recipes](/developers/cli-ci-cd)
- [Configuration](/developers/cli-configuration)
- [Troubleshooting](/developers/cli-troubleshooting)

**Agent Skill**

- [Overview](/developers/agent-skill)
- [Skills catalog](/skills)

---

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