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# Knowledge One View CLI Skill
# Knowledge One View CLI CODEX Skill
This Codex skill lets Codex fetch and analyze Oracle Analytics LAD Knowledge One View data through direct Oracle DV backend APIs, without manual browser scraping.
Use it for sales, presales, pipeline, opportunity, workload, revenue-line, service-request, and team-result questions. Codex can also turn the data into follow-up work: targeted email drafts, spreadsheets, presentations, WON mapping, resource summaries, and manager-ready HTML reports.
Use it for LAD sales, presales, pipeline, opportunity, workload, revenue-line, service-request, and team-result questions. Codex can also turn the data into follow-up work: targeted email drafts, spreadsheets, presentations, WON mapping, resource summaries, and manager-ready HTML reports.
IMPORTANT: This skill was developed assuming the user has manager access in the LAD Knowledge One View DV. If you do not have this access in the DV, the skill might not work.
LAD Knowledge One View DV:
https://salesintelligence-dv.oracle.com/ui/dv/ui/project.jsp?pageid=visualAnalyzer&reportmode=presentation&reportpath=%2F%40Catalog%2Fshared%2FTeam%20Sharing%20Area%2FLAD%2FLAD%20Sales%20Operations%2FLAD%20Production%2FLAD%20Knowledge%20One%20View
## What Codex Can Do With This Skill
With this skill installed, Codex can help you:
- Fetch opportunity, pipeline, workload, revenue-line, SR, and resource-involvement data.
- Filter by close date, month, fiscal quarter, week, custom window, seller, manager, resource, or team.
- Map WON activity for a team, seller, manager, resource, or fiscal week.
- Create a presentation showing WON activity for a team, seller, manager, resource, or fiscal week.
- Generate spreadsheets, presentation-ready summaries, and targeted email drafts from the results.
- Filter by close date, month, fiscal quarter, week, custom window, seller, manager, resource, or team.
- Return answers with scope, source, defaults, filters, row counts, warnings, and assumptions.
In practice, you can ask Codex questions like:
```text
Show Brazil opportunities closing in FY26-Q4 for seller <seller.email@oracle.com>.
Show Brazil opportunities closing in FY26-Q4 for the Brazil cluster for the seller <seller.email@oracle.com>.
```
```text
@@ -33,7 +37,7 @@ Map WON workloads for team <team-or-manager-placeholder> in week <FY26-Q4-09> an
```
```text
Draft email follow-ups for resources in <resource-list-placeholder> based on the WON validation results.
Draft email for resources in <resource-list-placeholder> listing their WON oportunities in march/26.
```
Codex will choose the shortest safe path, normally by running `scripts/fetch-sales-intelligence.mjs` with an intent, view, query, or SQL mode.
@@ -42,7 +46,7 @@ Codex will choose the shortest safe path, normally by running `scripts/fetch-sal
Install the skill, then ask Codex for Knowledge One View data or an output based on it. If authentication is needed, Codex opens Chrome so you can complete the Oracle login flow.
Chrome is mandatory for authentication, especially for SSO or MFA. After the session is valid, Codex continues browserless: it calls the Oracle DV backend APIs directly, receives the backend data, applies the requested filters or intent, and returns the answer or creates the requested output. Chrome is reopened only when the saved session expires or needs to be refreshed.
IMPORTANT: Chrome is mandatory for authentication, especially for SSO or MFA. After the session is valid, Codex continues browserless: it calls the Oracle DV backend APIs directly, receives the backend data, applies the requested filters or intent, and returns the answer or creates the requested output. Chrome is reopened only when the saved session expires or needs to be refreshed.
## Installation From Git
@@ -53,11 +57,11 @@ cd ~/.codex/skills
git clone https://git.tech-lad.com.br/marceloarbore/knowledge-one-view-cli.git
```
Create a branch before editing:
Create a branch for you before editing (so you can contribute back to the repo later on):
```bash
cd ~/.codex/skills/knowledge-one-view-cli
git checkout -b feature/my-change
git checkout -b feature/my-name
```
If it already exists, update it first:
@@ -68,6 +72,12 @@ git pull origin main
git checkout -b feature/my-change
```
Ask CODEX to review and test the installation
```bash
CODEX: Please review and test the installation of the knowledge-one-view-cli skill
```
After installing or updating the skill, restart Codex or reload the session so the skill list is refreshed.
Live data access requires permission to access the Sales Intelligence Knowledge One View workbook at `salesintelligence-dv.oracle.com`.