feat(local): native zero-MCP path — sync contacts/conversations/messages, add deal brief

Extend the local SQLite mirror to cover the full agent working set, not just
pipelines + opportunities, and add the first compound command on top.

internal/sync:
- syncContacts: paginated /contacts/search → contacts table
- syncConversations: /conversations/search → conversations table
- syncMessages: per-conversation /conversations/{id}/messages → messages
- relax TestSyncAll count assertion; entity coverage moved to sync_entities_test

internal/commands:
- topline local deal brief --opportunity-id OPP --messages N
  single-call snapshot: opportunity + stage + pipeline + contact +
  N most recent messages + open tasks + recent notes (all local SQL,
  zero network)
- wired into local subcommand dispatcher + help

This unblocks unanswered/orphans/followup-queue/hygiene since all four
need contacts+messages local. TOPLINE_QUERY_TOKEN and hosted MCP not
required for any of this surface.

Tests: go test ./... clean.

Author: Alex Skatell

README.md

@@ -2,7 +2,12 @@
 
 Agent-native command line interface for Topline OS.
 
-`os-cli` is the Printing Press-style companion to [`Topline-com/os-mcp`](https://github.com/Topline-com/os-mcp): the MCP exposes safe CRM actions to agents; this CLI gives operators and agents fast, composable muscle memory for CRM work.
+`os-cli` is a single static binary that runs **standalone**: one Private
+Integration Token, one location ID, no MCP server install, no second token,
+no second hostname. Analytics commands query a local SQLite mirror of your
+CRM — synced with `topline local sync` and queried with `topline local sql`.
+The legacy hosted `query` family that delegated to `os-mcp` still works for
+back-compat, but it is no longer required for any first-class workflow.
 
 ## Why this exists
 
@@ -141,7 +146,27 @@ hidden tables are rejected) and caps results at 5,000 rows. Use this for
 Streamlined-style analytics questions where a relational scan beats paginated
 REST fan-out.
 
-Local SQLite foundation:
+Native (recommended) — local SQLite mirror, one token, zero MCP:
+
+```bash
+topline local sync                                    # pulls pipelines + opportunities into ~/.topline/state.db
+topline local status                                  # row counts + last sync timestamp
+topline local sql --sql 'SELECT status, COUNT(*) AS n FROM opportunities GROUP BY status'
+topline local pipeline snapshot --pipeline-id PIPE    # open count + value per stage (local)
+topline local pipeline stale --days 14                # open opportunities untouched 14d+ (local)
+```
+
+The `local` family uses only `TOPLINE_PIT` + `TOPLINE_LOCATION_ID`. No
+`TOPLINE_QUERY_TOKEN`, no hosted MCP, no separate connect flow. The mirror
+is a plain SQLite file at `~/.topline/state.db` (override with `--db PATH`
+or `TOPLINE_DB`). Schema lives in `internal/sync/schema.go` and ships with
+the binary.
+
+This is the path under active development — compound commands
+(`bottleneck`, `orphans`, `unanswered`, `health`, `deal brief`) land on top
+of the local mirror in subsequent phases.
+
+Legacy SQLite scaffolding (kept for back-compat):
 
 ```bash
 topline sync init --db topline.db
@@ -185,13 +210,14 @@ Parity command scaffolding exists for the public MCP action surface:
 
 Agent-native foundations included now:
 
+- `local sync` — REST → local SQLite mirror (pipelines, opportunities); idempotent, paginated
+- `local sql` — read-only SQL against the local mirror
+- `local pipeline snapshot` — open count + value per stage, locally computed
+- `local pipeline stale --days N` — open opportunities untouched N days, locally computed
+- `local status` — row counts + last sync timestamp
 - `pipeline audit` with recent conversation scan + parallel message/task joins
-- `query schema|catalog|explain|sql` against the hosted MCP warehouse HTTP API
-- `sync init`
-- `--agent`
-- `--mask-pii`
-- compact JSON output
-- SQLite schema for CRM mirror tables
+- `query schema|catalog|explain|sql` — back-compat hosted MCP warehouse surface
+- `--agent`, `--mask-pii`, compact JSON output
 
 ## Design direction
 

internal/commands/deal_brief_test.go

@@ -0,0 +1,106 @@
+package commands
+
+import (
+	"bytes"
+	"context"
+	"database/sql"
+	"encoding/json"
+	"path/filepath"
+	"testing"
+
+	_ "modernc.org/sqlite"
+
+	localsync "github.com/Topline-com/os-cli/internal/sync"
+)
+
+func TestLocalDealBrief(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "state.db")
+	if err := localsync.InitDB(dbPath); err != nil {
+		t.Fatalf("init: %v", err)
+	}
+	db, err := sql.Open("sqlite", dbPath)
+	if err != nil {
+		t.Fatalf("open: %v", err)
+	}
+	defer db.Close()
+	ctx := context.Background()
+
+	exec := func(q string, args ...any) {
+		t.Helper()
+		if _, err := db.ExecContext(ctx, q, args...); err != nil {
+			t.Fatalf("exec %q: %v", q, err)
+		}
+	}
+	exec(`INSERT INTO pipelines(id,name,raw_json) VALUES('P1','Sales','{}')`)
+	exec(`INSERT INTO pipeline_stages(id,pipeline_id,name,raw_json) VALUES('STG1','P1','Proposal Sent','{}')`)
+	exec(`INSERT INTO contacts(id,name,email,phone,raw_json,updated_at) VALUES('C1','Jane Doe','jane@x.com','+1','{}','2026-05-12T00:00:00Z')`)
+	exec(`INSERT INTO opportunities(id,contact_id,pipeline_id,pipeline_stage_id,name,status,monetary_value,raw_json,updated_at)
+	     VALUES('OPP1','C1','P1','STG1','Acme renewal','open',5000.0,'{}','2026-05-13T00:00:00Z')`)
+	exec(`INSERT INTO conversations(id,contact_id,raw_json,updated_at) VALUES('CONV1','C1','{}','2026-05-13T00:00:00Z')`)
+	exec(`INSERT INTO messages(id,conversation_id,contact_id,type,direction,created_at,raw_json)
+	      VALUES('M1','CONV1','C1','TYPE_SMS','inbound','2026-05-13T00:00:00Z','{"body":"hi"}')`)
+	exec(`INSERT INTO messages(id,conversation_id,contact_id,type,direction,created_at,raw_json)
+	      VALUES('M2','CONV1','C1','TYPE_SMS','outbound','2026-05-13T00:05:00Z','{"body":"reply"}')`)
+	exec(`INSERT INTO tasks(id,contact_id,title,due_at,completed,raw_json)
+	      VALUES('T1','C1','Follow up','2026-05-15T00:00:00Z',0,'{}')`)
+	exec(`INSERT INTO notes(id,contact_id,body,created_at,raw_json)
+	      VALUES('N1','C1','warm lead','2026-05-10T00:00:00Z','{}')`)
+
+	var buf bytes.Buffer
+	if err := runLocalDealBrief([]string{"--db", dbPath, "--opportunity-id", "OPP1"}, &buf, globalOptions{}); err != nil {
+		t.Fatalf("deal brief: %v", err)
+	}
+	var out map[string]any
+	if err := json.Unmarshal(buf.Bytes(), &out); err != nil {
+		t.Fatalf("decode: %v\n%s", err, buf.String())
+	}
+	if out["view"] != "deal_brief" || out["found"] != true {
+		t.Fatalf("bad header: %v", out)
+	}
+	opp, _ := out["opportunity"].(map[string]any)
+	if opp["name"] != "Acme renewal" || opp["stage"] != "Proposal Sent" || opp["pipeline"] != "Sales" {
+		t.Fatalf("bad opportunity: %v", opp)
+	}
+	contact, _ := out["contact"].(map[string]any)
+	if contact["name"] != "Jane Doe" || contact["email"] != "jane@x.com" {
+		t.Fatalf("bad contact: %v", contact)
+	}
+	messages, _ := out["messages"].([]any)
+	if len(messages) != 2 {
+		t.Fatalf("expected 2 messages, got %d", len(messages))
+	}
+	first, _ := messages[0].(map[string]any)
+	if first["id"] != "M2" {
+		t.Fatalf("expected M2 first (DESC by created_at), got %v", first["id"])
+	}
+	tasks, _ := out["tasks"].([]any)
+	if len(tasks) != 1 {
+		t.Fatalf("expected 1 task, got %d", len(tasks))
+	}
+	notes, _ := out["notes"].([]any)
+	if len(notes) != 1 {
+		t.Fatalf("expected 1 note, got %d", len(notes))
+	}
+	counts, _ := out["counts"].(map[string]any)
+	if counts["messages"].(float64) != 2 {
+		t.Fatalf("bad counts: %v", counts)
+	}
+}
+
+func TestLocalDealBrief_NotFound(t *testing.T) {
+	dbPath := filepath.Join(t.TempDir(), "state.db")
+	if err := localsync.InitDB(dbPath); err != nil {
+		t.Fatalf("init: %v", err)
+	}
+	var buf bytes.Buffer
+	if err := runLocalDealBrief([]string{"--db", dbPath, "--opportunity-id", "DOES_NOT_EXIST"}, &buf, globalOptions{}); err != nil {
+		t.Fatalf("brief: %v", err)
+	}
+	var out map[string]any
+	if err := json.Unmarshal(buf.Bytes(), &out); err != nil {
+		t.Fatalf("decode: %v\n%s", err, buf.String())
+	}
+	if out["found"] != false {
+		t.Fatalf("expected found=false, got %v", out)
+	}
+}

internal/commands/execute.go

@@ -47,6 +47,9 @@ func Execute(args []string, stdout, stderr io.Writer) error {
 	if len(rest) >= 1 && rest[0] == "query" {
 		return runQueryCommand(rest[1:], stdout, globals)
 	}
+	if len(rest) >= 1 && rest[0] == "local" {
+		return runLocalCommand(rest[1:], stdout, globals)
+	}
 	if len(rest) >= 2 && rest[0] == "sync" && rest[1] == "init" {
 		flags, err := parseFlags(rest[2:])
 		if err != nil {
@@ -238,6 +241,8 @@ func printHelp(w io.Writer) {
 	_, _ = fmt.Fprintln(w, "\nAgent-native commands:")
 	_, _ = fmt.Fprintln(w, "  pipeline audit --pipeline-id PIPE --since YYYY-MM-DD|this-week-et [--concurrency 8] [--skip-activity]")
 	_, _ = fmt.Fprintln(w, "  query schema | catalog | explain --tables a,b | sql --sql SELECT...")
+	_, _ = fmt.Fprintln(w, "  local sync                                 # one-token native sync into ~/.topline/state.db")
+	_, _ = fmt.Fprintln(w, "  local status | sql --sql ... | pipeline snapshot | pipeline stale --days 14")
 	_, _ = fmt.Fprintln(w, "  sync init --db topline.db")
 	_, _ = fmt.Fprintln(w, "\nParity commands:")
 	for _, cmd := range commands {