1. Install & auth
Install the Klerix CLI. Authenticate with your workspace token from the dashboard.
# macOS / linux curl -fsSL https://klerix.com/install.sh | sh # authenticate klerix auth login --token $KLERIX_TOKEN
2. Hello, agent
Create a workflow that reads a payer remit and posts the line items to your CRM.
# workflows/post-remit.klx workflow "post-remit" { trigger: schedule("*/10 * * * *") use: [availity, salesforce] remit = availity.fetch_remit(since: "10m") for r in remit { salesforce.upsert(object: "Remit__c", data: r) } }
3. Capture a screencast
For portals without a structured API, record a 10-minute screencast. Klerix compiles a workflow graph from the recording.
klerix capture --portal "carrier-X" --out workflows/carrier-x.klx
Workflows
Workflows are typed graphs of step nodes. Each step has retries, an idempotency key, and a verifier policy.
Tools
Tools are typed functions that an agent can invoke. They are versioned and tested. The standard library ships with 200+ portal connectors.
Verifier ensemble
Every consequential action passes through an independent verifier. Below threshold actions escalate to a human reviewer.
Audit trail
Every step writes an immutable log entry: timestamp, input, output, verifier score, model version, screenshot.
Deploy & rollback
klerix deploy ships a new version. Klerix runs it in shadow mode against the prior version's traffic before cut-over.
Evals
Each workflow has a golden set. PRs cannot land if regressions exceed your configured threshold.
Observability
OpenTelemetry traces. Per-step latency, cost, and accuracy. Stream to Datadog, Honeycomb, or your warehouse.