Twilio to Telnyx Migration

You MUST follow these phases in order (0 → 1 → 2 → 3 → 4 → 5 → 6). Do NOT skip phases. Each phase has prerequisites and exit criteria — do not proceed until the exit criteria are met. You MUST run the scripts specified in each phase (do not substitute your own checks). You MUST modify the user's source files to complete the migration.

Interaction model: Phase 0 collects ALL user input (API key, phone number, cost approval). Phases 1–6 run fully autonomously — do NOT ask the user any questions. Make all decisions deterministically using the rules in each phase. The only exception: if a failure persists after 3 fix attempts, present the issue to the user with error details and what you tried.

Context recovery: If you lose context (e.g. after compaction), IMMEDIATELY run bash {baseDir}/scripts/migration-state.sh status <project-root> and bash {baseDir}/scripts/migration-state.sh show <project-root> to recover your current phase and all resource IDs. Then resume from that phase.

Migration State Tracking

Track progress in migration-state.json via bash {baseDir}/scripts/migration-state.sh <command> <project-root> [args]. Commands: init, set-phase <N>, set <key> <value>, add-product <product>, add-file <product> <file>, set-commit <phase>, status, show. This preserves resource IDs across phases and enables resume after interruption. For a complete product mapping, see {baseDir}/references/product-mapping.md.

Universal Changes (All Migrations)

Authentication: Basic Auth (AccountSID:AuthToken) → Bearer Token (Authorization: Bearer $TELNYX_API_KEY). Get key at https://portal.telnyx.com/#/app/api-keys
Webhook Signatures: HMAC-SHA1 → Ed25519. Get public key at https://portal.telnyx.com/#/app/account/public-key
Webhook Payloads: Flat form-encoded → nested JSON under data.payload. See {baseDir}/references/webhook-migration.md
Recording Defaults: Single → dual-channel. Set channels="single" to match Twilio behavior.

Phase 0: Prerequisites (User Input — ONLY Interaction Point)

This is the ONLY phase that requires user interaction. Collect all inputs now — Phases 1–6 run fully autonomously. Do not ask the user any further questions during migration unless you hit a failure you cannot resolve after 3 attempts.

Exit criteria: TELNYX_API_KEY validates, user phone number collected, costs approved.

Step 0.1: Collect All Required Information

Ask the user for these three things in a single message:

TELNYX_API_KEY — API key v2 from https://portal.telnyx.com/#/app/api-keys. If they don't have a Telnyx account yet, direct them to: create account (https://telnyx.com/sign-up), complete KYC, add payment method, then generate key.
TELNYX_TO_NUMBER — their personal phone number in E.164 format (e.g., +15551234567) for receiving test SMS/call/OTP during integration testing.
Cost approval — present this table and get explicit approval:

Item	Cost	When Charged
Phone number (if account has none)	~$1.00/month	Phase 5 integration tests
Integration tests (SMS + voice + verify + lookup + fax)	~$0.144 total	Phase 5
10DLC registration (US A2P messaging only)	~$19	Phase 3 setup (only if applicable)
Number porting	Free	Post-migration (optional)

Total estimated cost for most migrations: under $1.20. 10DLC adds ~$19 if applicable. Individual paid actions still have --confirm gates in the scripts.

Do not proceed until the user provides all three items. This is the last time you will ask the user for input.

Step 0.2: Validate API Key & Initialize State

bash {baseDir}/scripts/migration-state.sh init <project-root>
export TELNYX_API_KEY="<user-provided-key>"
export TELNYX_TO_NUMBER="<user-provided-number>"
curl -s -H "Authorization: Bearer $TELNYX_API_KEY" https://api.telnyx.com/v2/balance

If validation fails, ask the user to check their key and try again. This is the only retry that requires user input.

Phase 0 exit: bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 0

Phase 1: Discovery

Prerequisites: Phase 0 complete (TELNYX_API_KEY valid, phone number collected, costs approved). Exit criteria: twilio-scan.json exists with scan results, migration scope determined.

Step 1.1: Run Full Discovery

Run the discovery script — this executes preflight check, Twilio scan, deep scan, and partial migration check in one command:

bash {baseDir}/scripts/run-discovery.sh <project-root>

This produces <project-root>/twilio-scan.json (and optionally twilio-deep-scan.json).

You must run this script. Do not manually scan files or skip this step.

Step 1.2: Triage and Determine Scope (Autonomous)

Review scan results and classify each match:

Active import/SDK call (e.g., from twilio.rest import Client, client.messages.create()): Needs migration
String reference (e.g., # formerly used Twilio, URL in docs, log message): Usually no code change needed — just update text
Config/env var (e.g., TWILIO_ACCOUNT_SID): Needs env var rename (see Phase 3)
Test mock (e.g., mock_twilio_response): Migrate in Phase 4 alongside product code

Do NOT ask the user to confirm scope. Migrate ALL detected Twilio products. Apply these rules automatically:

Supported products (voice, messaging, verify, webrtc, sip, fax, video, lookup, numbers, porting): migrate
Unsupported products (Flex, Studio, TaskRouter, Conversations, Sync, Notify, Proxy, Pay, Autopilot): automatically keep on Twilio — record in state and continue:

# Automatically record each unsupported product as kept on Twilio:
bash {baseDir}/scripts/migration-state.sh set <project-root> kept_on_twilio.<product> true

See {baseDir}/references/unsupported-products.md for alternatives to note in the migration report.

Mobile platforms (detected and guided): iOS native, Android native, React Native, Flutter. These require client-side SDK migration — see {baseDir}/references/mobile-sdk-migration.md for complete migration guides.

Phase 1 exit: bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 1 && bash {baseDir}/scripts/migration-state.sh set <project-root> scan_file "twilio-scan.json"

Phase 2: Planning

Prerequisites: Phase 1 complete, twilio-scan.json exists, scope determined. Exit criteria: MIGRATION-PLAN.md exists in project root.

Step 2.1: Read Relevant References

For each product detected in the scan, read the corresponding reference file:

Detected Product	Read This Reference
`voice`, `texml`	`{baseDir}/references/voice-migration.md` and `{baseDir}/references/texml-verbs.md`
`messaging`	`{baseDir}/references/messaging-migration.md`
`webrtc`	`{baseDir}/references/webrtc-migration.md` and `{baseDir}/references/mobile-sdk-migration.md`
`verify`	`{baseDir}/references/verify-migration.md`
`sip`, `sip-integrations`	`{baseDir}/references/sip-trunking-migration.md`
`fax`	`{baseDir}/references/fax-migration.md`
`video`	`{baseDir}/references/video-migration.md`
`iot`	`{baseDir}/references/iot-migration.md`
`lookup`	`{baseDir}/references/lookup-migration.md`
`numbers`, `numbers-config`	`{baseDir}/references/numbers-migration.md`
`porting-in`, `porting-out`	`{baseDir}/references/number-porting.md`
(all products)	`{baseDir}/references/webhook-migration.md`

Step 2.2: Apply Decision Matrix (Autonomous)

Do NOT ask the user to choose. Apply these rules deterministically:

Voice approach — select automatically based on the codebase:

If the codebase has...	Use...
TwiML/XML files, `VoiceResponse()` builders, simple IVR (Say, Gather, Dial, Record)	TeXML (minimal code changes, nearly 1:1)
Media streaming, real-time audio forking, `<Stream>` elements	Call Control (event-driven API)
Both patterns	Both — TeXML for inbound (webhook returns XML), Call Control for outbound

Migration strategy — select automatically:

If...	Use...
≤10 files with Twilio code, single product	Big-bang (all at once)
>10 files or multiple products	Incremental — order: messaging → voice → verify → webhooks → other

Step 2.3: Generate Migration Plan

cp {baseDir}/templates/MIGRATION-PLAN.md <project-root>/MIGRATION-PLAN.md

Populate the plan based on the decisions above. Do not ask for user approval — proceed directly to Phase 3.

Phase 2 exit: bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 2

Phase 3: Setup

Prerequisites: Phase 2 complete, MIGRATION-PLAN.md exists. Exit criteria: Telnyx SDK installed, environment variables updated, setup committed to git.

Step 3.1: Create Migration Branch

cd <project-root> && git checkout -b migrate/twilio-to-telnyx

Step 3.2: Install Telnyx SDK (Keep Twilio Until Phase 6)

Install Telnyx SDK alongside Twilio — do NOT remove Twilio from the package manifest yet (removal is Phase 6). Keep twilio in requirements.txt/package.json/Gemfile/go.mod until Phase 6 so you can revert if validation fails.

Server SDKs — use these EXACT commands with version constraints (do NOT use pip install telnyx or npm install telnyx without a version range):

Python: pip install 'telnyx>=4.0,<5.0' — and write telnyx>=4.0,<5.0 in requirements.txt (NOT just telnyx). Initialize with from telnyx import Telnyx; client = Telnyx(api_key=os.environ.get("TELNYX_API_KEY")).
Node: npm install telnyx@^6 — writes "telnyx": "^6.x.x" in package.json automatically. Initialize with const Telnyx = require('telnyx'); const client = new Telnyx({ apiKey: process.env.TELNYX_API_KEY }); (CJS) or import Telnyx from 'telnyx' (ESM).
Ruby: gem 'telnyx', '~> 5.0' in Gemfile + bundle install
Go: go get github.com/team-telnyx/telnyx-go
Java/PHP/C#: No official SDK — use REST API with {baseDir}/sdk-reference/curl/ for API examples

Client-side WebRTC SDK (if WebRTC detected): npm install @telnyx/webrtc — see {baseDir}/sdk-reference/webrtc-client/javascript.md for the full API reference

Supported languages: Python, JavaScript/TypeScript, Go, Ruby have full SDKs with reference docs in {baseDir}/sdk-reference/{lang}/. Java, PHP, C#/.NET use REST/curl only via {baseDir}/sdk-reference/curl/. Client-side WebRTC SDKs exist for Swift (iOS), Kotlin (Android), React Native, Flutter — see {baseDir}/references/mobile-sdk-migration.md.

JavaScript module warning: The sdk-reference/javascript/ files use ESM syntax (import Telnyx from 'telnyx'). If the project uses CommonJS (require), translate to: const Telnyx = require('telnyx'); const client = new Telnyx({ apiKey: process.env.TELNYX_API_KEY });. Do NOT copy ESM imports into CJS files unless "type": "module" is in package.json.

Step 3.3: Update Environment Variables

Twilio Variable	Telnyx Replacement	Notes
`TWILIO_ACCOUNT_SID`	`TELNYX_API_KEY`	Bearer token, get from portal
`TWILIO_AUTH_TOKEN`	`TELNYX_PUBLIC_KEY`	For webhook validation (Ed25519)
`TWILIO_API_KEY` / `_SECRET` / `_SID`	—	Not needed (single API key model)
`TWILIO_PHONE_NUMBER`	`TELNYX_PHONE_NUMBER`	Your Telnyx number (E.164)
`TWILIO_MESSAGING_SERVICE_SID`	`TELNYX_MESSAGING_PROFILE_ID`	Messaging profile UUID
`TWILIO_VERIFY_SERVICE_SID`	`TELNYX_VERIFY_PROFILE_ID`	Verify profile UUID
(voice/SIP/WebRTC)	`TELNYX_CONNECTION_ID`	The connection or application ID used for outbound calls. The value depends on your voice approach — see disambiguation below.

TELNYX_CONNECTION_ID disambiguation — all three are different Telnyx resources:

TeXML: This is a TeXML Application ID from POST /v2/texml_applications. It owns your webhook URLs and outbound calling config.

Call Control: This is a Call Control Application ID from POST /v2/call_control_applications. It routes inbound call events to your webhook.

SIP trunking: This is a SIP Connection ID from POST /v2/credential_connections or POST /v2/ip_connections. It's used for PBX/SBC trunking.

Use a single TELNYX_CONNECTION_ID env var — its value is whichever ID matches your voice approach. If the app uses multiple approaches (e.g., TeXML for inbound + SIP for trunking), use separate env vars with descriptive names like TELNYX_TEXML_APP_ID and TELNYX_SIP_CONNECTION_ID.

Update .env, .env.example, secrets manager, CI/CD variables, and deployment configs. Ensure every env var used in the migrated code is present in .env.example — missing env vars are a top cause of runtime failures.

Whitelisted destinations (CRITICAL): When creating or reusing Telnyx resources, you MUST ensure whitelisted_destinations includes the target country. Without this, sends/calls will fail silently or with cryptic errors.

Messaging profiles: whitelisted_destinations on the profile itself. Use ["*"] for all countries or specify e.g. ["US", "GB", "IE"]. Check existing profiles via GET /v2/messaging_profiles/{id} and update with PATCH if needed.

Outbound Voice Profiles (OVP): whitelisted_destinations controls which countries you can call. Create/update OVP via /v2/outbound_voice_profiles. Assign the OVP to your Call Control app or TeXML app's outbound.outbound_voice_profile_id.

Verify profiles: sms.whitelisted_destinations inside the SMS channel config. Check existing profiles via GET /v2/verify_profiles/{id}.

The test scripts (test-messaging.sh, test-voice.sh, test-verify.sh) handle this automatically, but when writing migration code, always set whitelisted_destinations explicitly.

Rate limits: Messaging: 1 msg/sec per number (10DLC), voice: varies by connection type. Implement exponential backoff for 429 responses.

Step 3.4: Commit Setup Changes

git add <changed-files> && git commit -m "chore: add Telnyx SDK alongside Twilio, update env vars"
bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 3
bash {baseDir}/scripts/migration-state.sh set-commit <project-root> 3

Phase 4: Migration

Prerequisites: Phase 3 complete, Telnyx SDK installed, env vars updated, setup committed. Exit criteria: All source files transformed, per-product validation passes, all changes committed.

Transform code file-by-file, grouped by product area. You must actually modify the user's source files — reading references alone is not sufficient.

Migration Loop

Process each product area in priority order: messaging → voice → verify → numbers → others.

For each product area:

Read {baseDir}/references/{product}-migration.md — this is the primary source with Twilio→Telnyx before/after code, parameter mappings, and pitfall warnings
Collect all files for this product from the scan manifest (twilio-scan.json)

For each file in the product area:

Read the user's source file
Identify every Twilio pattern (imports, client init, API calls, webhooks, env vars)
Transform each pattern using the reference guide's before/after examples
If the reference doesn't cover a specific API call, look it up in {baseDir}/sdk-reference/{language}/{product}.md for the exact Telnyx method signature. The {baseDir}/sdk-reference/curl/{product}.md files have the richest examples with optional fields.
Write the transformed file
Self-check: Re-read the file and verify no Twilio patterns remain

After all source files in the product area:

Migrate tests: Find ALL test files for this product — grep -rl -i "twilio\|TwilioVoice\|TwilioClient\|twilio_" *test* *Test* *spec* *Spec* 2>/dev/null. Migrate every one: update imports, mock objects, mock payloads, assertions, and type references. Do NOT defer test files as "remaining manual steps" — they are part of the migration. Run the test suite to confirm.
Lint: bash {baseDir}/scripts/lint-telnyx-correctness.sh <project-root> --product {product} — catches common anti-patterns (wrong method names, wrong parameter names, missing profile IDs). Fix all ISSUE items before proceeding.
Validate: bash {baseDir}/scripts/validate-migration.sh <project-root> --product {product} --scan-json <project-root>/twilio-scan.json
Fix any validation failures or lint issues, re-run until both exit code 0
Commit: git add <changed-files> && git commit -m "migrate: {product} — Twilio to Telnyx"
Track: bash {baseDir}/scripts/migration-state.sh add-product <project-root> {product} (and add-file for each file migrated)

After ALL product areas are migrated:

Env var audit: Grep all migrated source files for process.env.TELNYX_ / os.environ["TELNYX_"] / ENV["TELNYX_"] references. Verify EVERY referenced env var exists in .env.example (or equivalent config template). Missing env vars are the #1 cause of "works in dev, fails in prod" bugs.

Post-Migration Documentation Update (MANDATORY)

After ALL product areas are migrated and committed, you MUST update documentation. This is NOT optional — agents that skip this step produce incomplete migrations.

Find all docs: grep -rl -i "twilio" README.md README CONTRIBUTING.md docs/ *.md 2>/dev/null (in project root)
Update each file — replace ALL of the following:
- Project description: "uses Twilio" → "uses Telnyx"
- Account setup instructions: Twilio Console → Telnyx Mission Control Portal (portal.telnyx.com)
- API key generation: "Twilio Account SID and Auth Token" → "Telnyx API Key v2 from portal.telnyx.com/#/app/api-keys"
- Environment variable names: every TWILIO_* → its TELNYX_* equivalent (see Phase 3 env var table)
- API endpoint URLs: api.twilio.com → api.telnyx.com/v2
- SDK install commands: pip install twilio → pip install 'telnyx>=4.0,<5.0', npm install twilio → npm install telnyx@^6, etc.
- Webhook setup instructions: update signature verification method
- Badge URLs, status page links, support links
Commit: git add <doc-files> && git commit -m "docs: update all documentation from Twilio to Telnyx"

Phase 4 exit: bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 4 && bash {baseDir}/scripts/migration-state.sh set-commit <project-root> 4

If validation fails and you cannot fix the issue, document it and continue to the next product. Do not abandon the migration.

Product-Specific Transform Guidance

Voice (TeXML path):

Static XML files: Usually no changes needed — <Response>, <Say>, <Gather>, etc. are compatible
Dynamic XML (TwiML builder replacement): If the original code uses VoiceResponse() (Python) or new twilio.twiml.VoiceResponse() (Node) to build XML programmatically, replace with XML string templates. Telnyx has no builder class — return raw XML strings from your webhook endpoints. For dynamic content, use f-strings (Python) or template literals (JavaScript) with proper XML escaping (replace & with &, < with <, > with >, " with " in user-provided values). See {baseDir}/references/voice-migration.md → "TwiML builder classes → raw XML strings" for complete before/after examples in Python and JavaScript. Do NOT install third-party XML builder libraries — raw strings are sufficient and avoid adding dependencies.
Validate with: bash {baseDir}/scripts/validate-texml.sh <file>
API calls: Change base URL from api.twilio.com/2010-04-01/Accounts/{SID} to api.telnyx.com/v2/texml
Auth: Basic Auth → Bearer Token
Recording: Set channels="single" if expecting mono
speechModel does NOT exist in TeXML — remove it or replace with transcriptionEngine (e.g., transcriptionEngine="Google"). Using speechModel will be silently ignored.
Polly voices: TeXML supports voice="Polly.{VoiceId}" and voice="Polly.{VoiceId}-Neural". Always prefer Neural variants (e.g., Polly.Amy-Neural instead of Polly.Amy) — non-Neural voices may silently fall back to the default voice. If a specific Polly voice is unavailable, use voice="woman" with the appropriate language attribute.
Outbound calls: Use the Telnyx SDK — do NOT use raw fetch() to the TeXML API. The SDK handles auth, retries, and response parsing. Pass the TeXML Application ID (from TELNYX_CONNECTION_ID, NOT a SIP connection ID) as the connection_id parameter. See {baseDir}/sdk-reference/{language}/texml.md for the exact method signature.

Voice (Call Control path):

Replace TwiML response generation with Call Control API commands
Use client_state (base64 JSON) for stateless server architecture
See {baseDir}/references/voice-migration.md → "Advanced Voice Patterns"

Messaging:

body → text parameter name change
from_ → from (same in most SDKs)
StatusCallback per-message → configure on Messaging Profile
MessagingServiceSid → messaging_profile_id
Always include messaging_profile_id in send requests — messages without a profile will fail
Webhook payload: flat {From, Body} → nested {data.payload.from.phone_number, data.payload.text}
10DLC blocker: US A2P SMS requires 10DLC campaign registration. See {baseDir}/references/messaging-migration.md → "10DLC Registration".

WebRTC:

Delete simple dial TwiML endpoints (use client.newCall() instead)
Convert complex TwiML endpoints to TeXML
Replace Access Token generation with SIP credentials
Update client SDK: @twilio/voice-sdk → @telnyx/webrtc
Client-side files: Migrate browser JavaScript/HTML files that import Twilio.Device, @twilio/voice-sdk, or twilio-client. These are in frontend directories (e.g., public/, src/, static/, CDN <script> tags in HTML). Replace with TelnyxRTC — see {baseDir}/sdk-reference/webrtc-client/javascript.md for the full client API.
Mobile platforms: Migrate .swift, .kt, .java, .dart, .tsx files that import Twilio mobile SDKs. Update Podfile (iOS), build.gradle (Android), pubspec.yaml (Flutter) dependencies. See {baseDir}/references/mobile-sdk-migration.md
See {baseDir}/references/webrtc-migration.md → "TwiML Endpoint Analysis"

Verify:

Verify Service SID → Verify Profile ID
channel → type parameter
to → phone_number
Check response status mapping (when verifying a code): Twilio approved → Telnyx accepted (code correct), Twilio pending (code incorrect) → Telnyx rejected (code incorrect). Note: both platforms use pending when a verification is created (OTP sent, waiting for code) — the mapping above applies only to the code check response.

Webhook Receivers (all products):

You MUST migrate webhook handlers — this is half the migration for most apps. See {baseDir}/references/webhook-migration.md for complete receive + parse + verify examples in Python (Flask, Django), JavaScript (Express), Ruby (Sinatra, Rails), and Go (net/http).
Parse JSON body instead of form data: request.json['data']['payload'] not request.form
Access fields via data.payload.* — from is an object (from.phone_number), to is an array
Replace HMAC-SHA1 (RequestValidator) with Ed25519 signature verification using telnyx-signature-ed25519 + telnyx-timestamp headers
If the original code used twilio.webhook() middleware, check the validate option:
- If validate: false (or enforce_https=False in Python) was set, the middleware was a no-op — it performed no validation. Remove it entirely. Do NOT add Ed25519 verification (the original app intentionally skipped validation, so adding it would change behavior and risk breaking the app if misconfigured).
- If validate: true (or no validate option, since true is the default), replace it with Telnyx Ed25519 verification. Do NOT just delete it — removing real webhook validation leaves endpoints unprotected in production.
Rails before_action: If the original code used a Twilio before_action filter (e.g., before_action :validate_twilio_request), replace it with a Telnyx Ed25519 before_action. Also add skip_before_action :verify_authenticity_token since webhooks don't carry CSRF tokens. See {baseDir}/references/webhook-migration.md → "Rails" for the complete pattern.
Use the exact signature verification pattern from webhook-migration.md — do NOT use patterns from your own training data. Do NOT use new TelnyxWebhook().

CRITICAL (Express/Node.js only): Webhook signature verification requires the raw request body (original bytes), NOT JSON.stringify(req.body). You MUST add the verify callback to express.json() in your main app file AND use req.rawBody in your verification middleware:
// In index.js / app.js — capture raw body:
app.use(express.json({
  verify: (req, res, buf) => { req.rawBody = buf.toString('utf-8'); }
}));

// In webhook handler — verify with raw body:
const event = await client.webhooks.unwrap(
  req.rawBody,  // NOT JSON.stringify(req.body)
  { headers: req.headers, key: process.env.TELNYX_PUBLIC_KEY }
);
Failing to use raw body means signatures will fail in production when JSON key order or whitespace differs from the original payload.

Error Handling (all products): When transforming API calls, always wrap in try/catch with proper error handling. Telnyx errors return { "errors": [{ "code": "...", "title": "...", "detail": "..." }] }. Handle these HTTP status codes:

400 — Bad request: check parameter values and format
401 — Authentication failed: verify TELNYX_API_KEY is set and valid
404 — Resource not found: check resource ID (profile, connection, call control ID)
422 — Validation error: check field values (e.g., E.164 format, valid profile ID)
429 — Rate limited: implement exponential backoff with jitter

See {baseDir}/references/error-code-mapping.md for the full Twilio→Telnyx error code mapping and before/after code examples.

Phase 5: Validation

Prerequisites: Phase 4 complete, all product migrations committed, TELNYX_API_KEY set, account has credit. Exit criteria: run-validation.sh exits 0, lint-telnyx-correctness.sh exits 0, integration tests pass.

Step 5.1: Run Full Validation

Run the validation pipeline — this executes migration validation, TeXML validation, and smoke test in one command:

bash {baseDir}/scripts/run-validation.sh <project-root>
# If the migration includes voice/TeXML with XML files, also run:
bash {baseDir}/scripts/run-validation.sh <project-root> --include-texml

You must run this script. It checks for: residual Twilio imports, API URLs, env vars, signature patterns, Telnyx SDK presence, Bearer auth, Ed25519 validation code.

Also run the correctness linter across all products:

bash {baseDir}/scripts/lint-telnyx-correctness.sh <project-root>

Gating rules:

FAIL/ISSUE (exit code 1) = CRITICAL — must fix before proceeding to Phase 6.
WARN (exit code 0) = informational — review each WARN to confirm it's not a missed API call, document and proceed.
PASS = check passed.

Rule: 0 FAIL + 0 ISSUE = proceed to Phase 6.

Step 5.2: Integration Tests

Real API calls with small charges (~$0.144 total, already approved in Phase 0). The phone number was collected in Phase 0.

# TELNYX_TO_NUMBER was set in Phase 0 — do not ask again

# Run whichever tests match the migrated products:
bash {baseDir}/scripts/test-migration/test-messaging.sh --confirm  # ~$0.004
bash {baseDir}/scripts/test-migration/test-voice.sh --confirm      # ~$0.01
bash {baseDir}/scripts/test-migration/test-verify.sh --confirm --send-only  # ~$0.05
bash {baseDir}/scripts/test-migration/test-lookup.sh --confirm     # ~$0.01
bash {baseDir}/scripts/test-migration/test-fax.sh --confirm        # ~$0.07 (requires fax-capable destination)
bash {baseDir}/scripts/test-migration/test-sip.sh --confirm        # free (validates SIP trunking setup)
bash {baseDir}/scripts/test-migration/test-webrtc.sh --confirm     # free (credentials/tokens) + ~$0.01 live call if TELNYX_TO_NUMBER set

Only TELNYX_API_KEY and TELNYX_TO_NUMBER are required. All other resources (from number, profiles, connections) are auto-detected or auto-created by the scripts. If the account has no phone numbers, the scripts will purchase one (with --confirm gate — cost already approved in Phase 0).

WebRTC projects: Always run test-webrtc.sh with TELNYX_TO_NUMBER set — this enables the live call test that verifies end-to-end connectivity (your phone should ring). Without it, the test only validates credential/token generation but not actual calling.

Step 5.3: Fix and Re-validate (Structured Retry)

If any validation, lint, or integration test fails:

Diagnose: Read the error message and identify which check failed
Consult reference: Look up the correct pattern in {baseDir}/sdk-reference/{language}/{product}.md or the relevant {baseDir}/references/{product}-migration.md
Fix: Apply the correction to the source file
Re-run: Run the failing check again
Retry limit: If the same check fails 3 times, stop and present the issue to the user with the error details and what you've tried. Do not loop indefinitely.

git add <changed-files> && git commit -m "fix: resolve migration validation issues"
bash {baseDir}/scripts/run-validation.sh <project-root>
bash {baseDir}/scripts/lint-telnyx-correctness.sh <project-root>

Phase 5 exit: bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 5 && bash {baseDir}/scripts/migration-state.sh set-commit <project-root> 5

Resume / Recovery

If the migration is interrupted: run bash {baseDir}/scripts/migration-state.sh status <project-root> to see current phase, then show for full state including resource IDs. Resume from the current phase — all resource IDs are preserved. Run bash {baseDir}/scripts/validate-migration.sh <project-root> --json to check remaining work (exit 0 = complete).

Phase 6: Cleanup & Handoff

Prerequisites: Phase 5 validation passes (exit code 0). Exit criteria: Twilio SDK removed (or retained for hybrid deployment), migration report generated, post-migration checklist presented.

Step 6.0: Remove Twilio SDK (Conditional)

Check whether any products were kept on Twilio during Phase 1 triage:

bash {baseDir}/scripts/migration-state.sh show <project-root> | grep kept_on_twilio

If no products kept on Twilio — remove the Twilio SDK:

Python: pip uninstall twilio -y | Node: npm uninstall twilio | Ruby: remove twilio-ruby from Gemfile + bundle install | Go: go get -u github.com/twilio/twilio-go@none && go mod tidy | PHP: composer remove twilio/sdk

git add <changed-files> && git commit -m "chore: remove Twilio SDK — migration complete"

If products were kept on Twilio — do NOT remove the Twilio SDK. This is a hybrid deployment (Telnyx + Twilio). Instead:

Keep the Twilio SDK in the dependency manifest
Note in the migration report which products remain on Twilio and why
Recommend revisiting when Telnyx alternatives become available

git add <changed-files> && git commit -m "chore: migration complete — hybrid deployment, Twilio SDK retained for kept products"

Step 6.1: Generate Migration Report & Present Checklist

cp {baseDir}/templates/MIGRATION-REPORT.md <project-root>/MIGRATION-REPORT.md

Fill in: summary metrics, changes by product, validation results, environment changes, dependency changes. Then present the post-migration checklist to the user:

Port numbers via FastPort (see {baseDir}/references/number-porting.md)
Update webhook URLs in load balancers, DNS, external services
Update secrets manager + CI/CD env vars for production
Update monitoring alerts for Telnyx error codes/webhook formats
Deploy to staging → run e2e tests → deploy to production
If hybrid: maintain both API keys, monitor both platforms, revisit kept products
Cancel Twilio account after validation period (skip if hybrid)

Phase 6 exit: bash {baseDir}/scripts/migration-state.sh set-phase <project-root> 6 && bash {baseDir}/scripts/migration-state.sh set-commit <project-root> 6

Scripts Reference

All scripts are in {baseDir}/scripts/. Run them — do not substitute your own checks.

State tracking: migration-state.sh init|status|show|set-phase|set|add-product|add-file|set-commit <root> [args] Phase wrappers: run-discovery.sh <root> (Phase 1), run-validation.sh <root> (Phase 5) Scanners (free): preflight-check.sh [--quick], scan-twilio-usage.sh <root>, scan-twilio-deep.py <root> Validators (free): validate-migration.sh <root> [--product X] [--json] [--exclude-dir D] [--scan-json F] [--state-file <path>], validate-texml.sh <file>, lint-telnyx-correctness.sh <root> [--product X] [--json] Tests (free): test-migration/smoke-test.sh, test-migration/webhook-receiver.py, test-migration/test-webhooks-local.py Tests (paid, --confirm): test-migration/test-voice.sh (~~$0.01), test-migration/test-messaging.sh (~~$0.004), test-migration/test-verify.sh (~~$0.05), test-migration/test-lookup.sh (~~$0.01), test-migration/test-fax.sh (~$0.07) Tests (free, --confirm): test-migration/test-sip.sh (SIP trunking setup), test-migration/test-webrtc.sh (WebRTC credentials/tokens)

telnyx-twilio-migration