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Documentation Index

Fetch the complete documentation index at: https://developer.kodexa.ai/llms.txt

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Overview

kdx project contains focused project operations that go beyond generic get, describe, apply, and delete. Current command:
CommandPurpose
kdx project createCreate a project from a project template
Use project templates when a new project should start with the right document stores, data definitions, data forms, task templates, task statuses, Activity Plans, Service Bridges, modules, knowledge, and project bindings.

Create A Project From A Template

kdx project create \
  --template <org-slug/template-slug> \
  --org <org-slug> \
  --name <project-name>
Flags:
FlagRequiredDescription
--templateYesProject template reference, such as kodexa/invoice-intake-template
--orgYesOrganization slug where the project will be created
--nameYesProject name. The CLI uses this as the initial slug.
--descriptionNoHuman-readable project description

Examples

Create a project:
kdx project create \
  --template kodexa/invoice-intake-template \
  --org acme-finance \
  --name invoice-processing
Create with a description:
kdx project create \
  --template kodexa/claims-intake-template \
  --org acme-insurance \
  --name claims-intake \
  --description "Claims intake workflow for loss documents"
Output:
Project created: acme-finance/invoice-processing
  ID: 3f0354ee-5e0c-4d6b-9484-18b179bea100

Find Templates And Organizations

kdx get project-templates
kdx get organizations
Inspect a template before using it:
kdx describe project-template invoice-intake-template

What A Template Should Provide

A modern project template should bind the resources needed to run Activity-centered work:
ResourceRole
Activity PlansAutomated business process definitions
Task TemplatesHuman review, approval, correction, and exception work
Task StatusesStatuses used by review queues and Activity decisions
Data DefinitionsBusiness data model and validation behavior
Data FormsTask review surfaces
Document StoresUploaded documents and document families
ModulesExtraction, classification, parsing, or processing steps
Service BridgesExternal systems used by Activity steps and scripts
Knowledge SetsDomain guidance, examples, and rules
TriggersEvents that start Activities in the project

Complete Workflow

# 1. Pick a template
kdx get project-templates

# 2. Create the project
kdx project create \
  --template kodexa/invoice-intake-template \
  --org acme-finance \
  --name invoice-processing

# 3. Review the created project
kdx describe project invoice-processing

# 4. Upload a document to the project's document store
kdx store upload acme-finance/invoice-processing-documents ./invoice.pdf

# 5. Watch processing
kdx store watch <document-family-id> --label PROCESSED

# 6. Export data
kdx document-family data <document-family-id> -o extracted.json

Managing Projects After Creation

Use generic resource operations for normal project metadata:
kdx get projects
kdx describe project invoice-processing
kdx apply -f kodexa-resources/projects/invoice-processing.yaml
kdx delete project invoice-processing
For version-controlled projects, use sync:
kdx sync pull --target finance --env dev --filter '^invoice-processing$'
kdx sync push --target finance --env dev --dry-run

Troubleshooting

Organization Not Found

kdx get organizations
Use the organization slug in --org.

Template Not Found

kdx get project-templates
kdx describe project-template <template-slug>
Check that the template reference includes the organization slug.

Project Created But Resources Are Missing

Inspect the project and its resource bindings:
kdx describe project invoice-processing
kdx run projects get-apiprojects-resources --id <project-id>