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Install, configure, and validate Agentia Headless to begin delivering Salesforce changes from your preferred development environment.
System Requirements
Copado Licensing and Access Requirements
You need a Copado account with an active license (CI/CD, Testing, or AI Context Hub) and your Copado product configured and ready to use.
Install the Agentia CLI
npm install -g @copado/agentia-cliInstall the Agentia IDE Extension
In VS Code or Cursor, go to the Extensions tab, look for Agentia and click Install.

The first time you install Agentia IDE, a getting-started view guides you through a similar process: authentication, Skills, and what comes next.

Verify CLI installation and authentication
agentia --version
agentia auth getExpected: a version line such as @copado/agentia-cli/<version>, then each product (CICD, AI, CRT, Pipelines Advanced) marked set or not set. Keys stay masked.
Validate Copado connectivity
agentia cicd project listExpected: your Copado projects. An auth or network error means the key, region, or connection is not ready.
Pick or create a User Story in Copado and start working on it from your development environment.
agentia cicd work list --assigned-to-me
agentia cicd work list --status "In Progress" --project-name MyProject
agentia cicd work get US-0001
Note the story Id (a0S...) or name (US-0001). You can use either in later commands.
agentia cicd work create \
--title "Add SLA field to Account" \
--project <project-id> \
--team <team-id> \
--assignee <user-id> \
--acceptance-criteria "Account page shows SLA__c -> open an Account -> field is visible"
Tips:
Save your project, team, and assignee once so you can omit them next time:
agentia cicd project default set --project <project> --team <team> --assign-me
--acceptance-criteria must be under 255 characters.
Add --json to any command for machine-readable output.
agentia cicd work set US-0001
This command:
feature/<story-name>.Before you run it: your tracked working tree must be clean.
If you see a warning about a missing pipeline or credential, fix the story's pipeline or source credential in Copado (or with agentia cicd work update --source-credential ...) before you publish or submit.
You can switch the base branch with --base-branch <branch>. Run agentia cicd work set --none to clear the active story.
agentia cicd work update US-0001 --status "In Progress"
Checkpoint: git branch --show-current prints feature/<story-name>.
Build your changes with your coding agent and validate them against your Salesforce org.
Open the repository in your agent and describe the change. For example: "Add an SLA__c picklist on Account and a Apex trigger that defaults it. Include tests."
To help the agent, you can:
agentia cicd metadata explore (see --help) or agentia cicd metadata list.agentia cicd work status and agentia cicd work get.Use standard Salesforce CLI commands, or the agent's Salesforce tooling.
# Push your source changes to the Dev org
sf project deploy start --target-org my-dev
# Run the project's quality gates; if none exist, it runs the stock Apex sample
agentia cicd work test
# Faster: run only specific Apex test classes
agentia cicd work test --apex-test-classes=AccountSlaTest,AccountServiceTest
# Re-run only the classes that failed last time
agentia cicd work test --rerun-failed-apex-tests
Quality gates are scripts at the project root: .agentia_quality_gates.sh (macOS/Linux) or .agentia_quality_gates.cmd (Windows).
You can also run Apex tests directly:
agentia cicd work test apex -t AccountSlaTest
Failed runs are saved in .agentia/apex.tests.<story>.json and removed after a passing run.
Commit with Git, then register the commit in Copado with Agentia.
git add -A
git commit -m "US-0001 Add SLA field and defaulting trigger"
# Optional preview: nothing is pushed or registered
agentia cicd work publish --dry-run
# Push the feature branch and register the commits on the story
agentia cicd work publish
work publish does the following:
feature/<story-name>.A plain git push does not register anything in Copado. Always finish with work publish.
If a profile or permission set changes in a way that automatic nested detection misses, add one of these:
agentia cicd work publish --permissions CustomField:Account.SLA__c
agentia cicd work publish --full-metadata PermissionSet:Sales_Onboarding
Notes:
No changes to publish means there are no new commits since the base branch.Checkpoint: tests pass, git status is clean, and work publish finishes without errors.
agentia cicd work submit
Submit does the following:
--skip-local-tests).--skip-pull-request).Validation runs asynchronously.
agentia cicd work status
If a job fails, fix the issue, git commit, run agentia cicd work publish, then agentia cicd work submit again.
If submit warns that other stories are ahead in the destination environment, sync first.
agentia cicd work environment-sync --destination-environment dev1
# If it stops on merge conflicts: resolve the files, then continue (or abort)
agentia cicd work environment-sync --continue
agentia cicd work environment-sync --abort
When validation is green and your merge request is approved:
agentia cicd work submit --done
This promotes the story and deploys it to the next environment in the pipeline. agentia cicd work done is an alias.
Confirm the result:
agentia cicd work status
agentia cicd promotion list
agentia cicd work open # open the story in Copado
If the promotion has conflicts, use agentia cicd promotion conflict list and agentia cicd promotion conflict resolve <id>.
Checkpoint: the promotion shows Completed, and the story is in the next pipeline environment.
| Goal | Command |
|---|---|
| Find a story | agentia cicd work list --assigned-to-me |
| Create a story | agentia cicd work create --title "..." |
| Start work | agentia cicd work set <story> |
| Test locally | agentia cicd work test |
| Commit | git commit, then agentia cicd work publish |
| Validate | agentia cicd work submit |
| Promote and deploy | agentia cicd work submit --done |
| Check jobs | agentia cicd work status |
| Symptom | Fix |
|---|---|
set fails on a dirty tree | Commit or stash tracked changes, then re-run. |
| Warning about no pipeline or credential | Fix the story's project, pipeline, or source credential in Copado. |
No changes to publish | Commit your work first, or pass --permissions or --full-metadata. |
| Submit warns of stories behind | Run agentia cicd work environment-sync. |
| Auth errors | Run agentia auth get, then agentia auth set --cicd <key> --region <region>. |
This guide uses the local Git flow. Do not use agentia cicd cloud commit or agentia cicd cloud promote on the same story.
For Copado customers
Agentia Headless is available for all Copado solutions. Install the Agentia CLI, connect it to your Copado account once, and run your pipeline from any IDE.
New to Copado? Headless needs a Copado account. Start a free Agentia trial, then come back and install the CLI.
npm install -g @copado/agentia-cliMakes the agentia binary available system-wide.
agentia setupThe wizard guides you through authentication, skills configuration, local quality gates and more.
Companion IDE extensions are available for VS Code and, via Open VSX, for Cursor.