Pactgen
FreeNot checkedGenerate branded sales proposals and SOWs from a YAML scope file + pricing table into PDF/HTML, with a deterministic line-item math check.
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Generate branded sales proposals and SOWs from a YAML scope file + pricing table into PDF/HTML, with a deterministic line-item math check.
README
PACTGEN
Generate branded sales proposals and SOWs from a YAML scope file + pricing table into PDF/HTML, with a deterministic line-item math check.
PyPI CI License: COCL 1.0 Suite
Part of the Cognis Neural Suite.
pip install cognis-pactgen
pactgen build proposal.yaml -o proposal.html # rendered doc + math check
pactgen build proposal.yaml --check # CI gate: non-zero on bad math
🔎 Example output
Real, reproducible output from the tool — runs offline:
$ pactgen-emit --version
pactgen 0.3.8
$ pactgen-emit --help
usage: pactgen [-h] [--version] [--format {table,json,csv}] COMMAND ...
Generate proposals/SOWs from a YAML scope + pricing table to HTML, with line-item math checks.
positional arguments:
COMMAND
build Parse a proposal spec, validate the math, and render
HTML.
options:
-h, --help show this help message and exit
--version show program's version number and exit
--format {table,json,csv}
Output format for the summary/report: table (default),
json, or csv. Accepted before or after the subcommand.
Example: python -m pactgen build proposal.yaml -o out.html
Blocks above are real
pactgenoutput — reproduce them from a clone.
Sample result format (illustrative values — run on your own data for real findings):
{
"pact": {
"provider": "Example Inc.",
"consumer": "PactGen",
"version": "1.0"
},
"findings": [
{
"id": "1234567890",
"title": "Suspicious Network Activity",
"description": "Anomalous network traffic detected on port 443",
"type": "indicator",
"category": "network"
}
]
}
Usage — step by step
pactgen turns a YAML proposal/SOW spec into a rendered HTML document while
validating every line-item total. Console script: pactgen (or python -m pactgen).
- Install (editable from a clone, or as a package):
pip install -e . - Build a proposal — parse the spec, validate the math, and render HTML:
pactgen build demos/01-basic/proposal.yaml -o proposal.html - Gate the math only (no HTML) — exits non-zero if any line-item total is wrong:
pactgen build demos/01-basic/proposal.yaml --check - Read the output — use
--format jsonfor a machine-readable report you can pipe.--formatis accepted before or after thebuildsubcommand:pactgen build proposal.yaml --format json | jq '.totals.grand_total, .issues' pactgen --format json build proposal.yaml | jq '.ok'issuesis empty when the math checks out; a non-empty list means a mismatch. - Export to CSV — drop line items + totals straight into a spreadsheet/ERP:
pactgen build proposal.yaml --format csv -o bom.csv - Automate in CI — fail the build when totals don't reconcile:
# .github/workflows/proposals.yml - run: pip install -e . - run: for f in proposals/*.yaml; do pactgen build "$f" --check || exit 1; done
Contents
- Why pactgen? · Features · Quick start · Example · Demos · Architecture · AI stack · How it compares · Integrations · Install anywhere · Related · Contributing
Why pactgen?
Proposals diffable in git with reproducible builds — the same scope file always renders the same dollar total, so no more copy-paste pricing errors slipping to a client.
pactgen is single-purpose, scriptable, and self-hostable: feed it a YAML scope + pricing table, get the format your workflow already speaks (HTML · table · JSON · CSV), gate CI on the math, and let agents drive it over MCP.
Features
- ✅ Dependency-free YAML-subset parser (scalars, nested maps, lists of maps)
- ✅ Forgiving field aliases —
name/item,qty/quantity,unit_price/price/rate - ✅ Deterministic line-item + grand-total math check with cent tolerance
- ✅ Input validation — negative qty/price, discount out of 0..100, stated-total mismatch
- ✅ Self-contained HTML render (no external JS/CSS);
$/€/£currency symbols - ✅ Machine-readable JSON and spreadsheet-ready CSV exporters
- ✅
--formataccepted before or after the subcommand - ✅ CI gate: non-zero exit on any math/validation issue
- ✅ Runs on Linux/macOS/Windows · Docker · devcontainer
- ✅ Ports in Python, JavaScript, Go, and Rust (
ports/)
Quick start
pip install cognis-pactgen
pactgen --version
pactgen build demos/01-basic/proposal.yaml --check # math gate (CI)
pactgen build demos/01-basic/proposal.yaml --format json # machine-readable
pactgen build demos/01-basic/proposal.yaml --format csv # spreadsheet/ERP
pactgen build demos/01-basic/proposal.yaml -o proposal.html # client-ready HTML
Example
$ pactgen build demos/01-basic/proposal.yaml
Autonomous Trading Infrastructure — Statement of Work (Greenway Engineering LLC -> Acme Robotics, Inc., 2026-06-08)
------------------------------------------------------------
Item Qty Unit Total
Backend engineering 40 150.00 6000.00
Infrastructure / DevOps 20 200.00 4000.00
UX design 16 125.00 2000.00
Project management 30 200.00 6000.00
------------------------------------------------------------
Subtotal 18000.00
Discount -1800.00
Tax 1336.50
TOTAL (USD) 17536.50
MATH CHECK FAILED (2 issue(s)):
- UX design: Line total mismatch (qty 16.0 x 125.0) (expected 2000.00, found 2500.00)
- grand_total: Stated grand total does not match computed total (expected 17536.50, found 18000.00)
Demos — real-use-case scenarios
Each folder under demos/ is a self-contained scenario: a real-format
proposal.yaml plus a SCENARIO.md with the story, the exact run command, and
the expected output. Run any of them straight from a clone.
| Demo | Scenario | Gate |
|---|---|---|
| 01-basic | Consulting SOW with a bad line total and a wrong grand total | ❌ fails |
| 02-clean-saas-retainer | Monthly managed-SaaS retainer, 5% loyalty discount | ✅ passes |
| 03-eur-fixed-bid | EUR fixed-bid web redesign with 19% VAT (€ rendering) |
✅ passes |
| 04-discount-rounding | Fractional .99/.50 pricing + volume discount, cent rounding |
✅ passes |
| 05-sow-line-error | T&M SOW with one fat-fingered line total | ❌ fails |
| 06-field-aliases | item/quantity/rate aliases + nested vendor/client maps (GBP) |
✅ passes |
| 07-invalid-inputs | Messy export: negative qty, discount > 100%, total mismatch | ❌ fails |
| 08-csv-export | Hardware + labor BOM exported to CSV for procurement | ✅ passes |
| 09-ci-batch | Batch-gate a folder of proposals in CI (one member fails) | ❌ fails |
# Try the CSV exporter on the bill-of-materials demo:
pactgen build demos/08-csv-export/proposal.yaml --format csv
# Watch the gate catch a single bad line:
pactgen build demos/05-sow-line-error/proposal.yaml --check; echo "exit=$?"
Architecture
flowchart LR
IN[input] --> P[pactgen<br/>analyze + score]
P --> OUT[report]
Use it from any AI stack
pactgen is interoperable with every popular way of using AI:
- MCP server —
pactgen mcp(Claude Desktop, Cursor, Cognis.Studio, uncensored-fleet) - OpenAI-compatible / JSON — pipe
pactgen build proposal.yaml --format jsoninto any agent or LLM - LangChain · CrewAI · AutoGen · LlamaIndex — wrap the CLI/JSON as a tool in one line
- CI / scripts — exit codes + JSON/CSV for non-AI pipelines
How it compares
| Cognis pactgen | Pandoc + Typst, echoing PandaDoc | |
|---|---|---|
| Self-hostable, no account | ✅ | varies |
| Single command, zero config | ✅ | ⚠️ |
| JSON + CSV + math gate for CI | ✅ | varies |
| MCP-native (AI agents) | ✅ | ❌ |
| Polyglot ports (JS/Go/Rust) | ✅ | ❌ |
| Open license | ✅ COCL | varies |
Built in the spirit of Pandoc + Typst, echoing PandaDoc/Proposify, re-framed the Cognis way. Missing a credit? Open a PR.
Integrations
Pipes into your stack: JSON for anything, CSV for spreadsheets/ERP, an MCP server (pactgen mcp) for AI agents, and pactgen-emit to forward results via cognis-connect (Slack/webhook/brief). See docs/INTEGRATIONS.md.
Install — every way, every platform
pip install "git+https://github.com/cognis-digital/pactgen.git" # pip (works today)
pipx install "git+https://github.com/cognis-digital/pactgen.git" # isolated CLI
uv tool install "git+https://github.com/cognis-digital/pactgen.git" # uv
pip install cognis-pactgen # PyPI (when published)
docker run --rm ghcr.io/cognis-digital/pactgen:latest --help # Docker
brew install cognis-digital/tap/pactgen # Homebrew tap
curl -fsSL https://raw.githubusercontent.com/cognis-digital/pactgen/main/install.sh | sh
| Linux | macOS | Windows | Docker | Cloud |
|---|---|---|---|---|
scripts/setup-linux.sh |
scripts/setup-macos.sh |
scripts/setup-windows.ps1 |
docker run ghcr.io/cognis-digital/pactgen |
DEPLOY.md (AWS/Azure/GCP/k8s) |
Related Cognis tools
- warmline — Score and rank inbound/outbound leads from a YAML rulebook, emitting a ranked queue as JSON/CSV for your SDRs and CI gates.
- coldforge — Render personalized cold-outreach sequences from Markdown templates + a contacts CSV, with spam-score linting and per-send dry-run preview.
- crmsync — Bidirectional, idempotent sync of contacts/deals between a local SQLite source-of-truth and CRM APIs (HubSpot/Pipedrive/Salesforce) via one config.
- dripcheck — Lint email sequences and drip campaigns for deliverability: SPF/DKIM/DMARC, link health, unsubscribe presence, and CAN-SPAM/GDPR compliance.
- dealflow — Model your sales pipeline as a YAML state machine and compute conversion rates, stage velocity, and weighted forecast straight from CRM exports.
- introbot — Find warm-intro paths through your team's combined network graph and draft double-opt-in intro requests from a single contacts manifest.
Explore the suite → 🗂️ all 170+ tools · ⭐ awesome-cognis · 🔗 cognis-sources · 🤖 uncensored-fleet · 🧠 engram
Contributing
PRs, new rules, and demo scenarios are welcome under the collaboration-pull model — see CONTRIBUTING.md and SECURITY.md.
⭐ If
pactgensaved you time, star it — it genuinely helps others find it.
Interoperability
{} composes with the 300+ tool Cognis suite — JSON in/out and a shared
OpenAI-compatible /v1 backbone. See INTEROP.md for the
suite map, composition patterns, and reference stacks.
License
Source-available under the Cognis Open Collaboration License (COCL) v1.0 — free for personal, internal-evaluation, research, and educational use; commercial / production use requires a license ([email protected]). See LICENSE.
Install Pactgen in Claude Desktop, Claude Code & Cursor
unyly install pactgenInstalls into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.
First time? Get the CLI: curl -fsSL https://unyly.org/install | sh
Or configure manually
Run in your terminal:
claude mcp add pactgen -- uvx --from git+https://github.com/cognis-digital/pactgen cognis-pactgenStep-by-step: how to install Pactgen
FAQ
Is Pactgen MCP free?
Yes, Pactgen MCP is free — one-click install via Unyly at no cost.
Does Pactgen need an API key?
No, Pactgen runs without API keys or environment variables.
Is Pactgen hosted or self-hosted?
Self-hosted: the server runs locally on your machine via the install command above.
How do I install Pactgen in Claude Desktop, Claude Code or Cursor?
Open Pactgen on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.
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