@agifyai/leadify-mcp 1.5.1 → 2.0.0

package/README.md

@@ -223,3 +223,6 @@ Conséquences pratiques :
 | `update_outreach_case_study` | Ajouter / remplacer / supprimer un case study par index, sans re-envoyer la liste. |
 | `update_outreach_urls` | Patch booking_url et/ou website_url uniquement. |
 | `set_outreach_connection_request` | Toggle du flag connectionRequestEnabled (LinkedIn invite vs cold DM). |
+| `trigger_outreach` | Générer un message d'outreach via l'agent Trigger.dev (dry-run par défaut). `force=true` pour re-générer sur un lead déjà traité. |
+| `append_fine_tuning` | Appendre du contenu à une section du Fine Tuning (nonNegotiableRules, pitfalls, structure, examples). Toujours en mode append — garantie contractuelle. |
+| `pipeline_next_lead` | Sélectionner le prochain lead à traiter (score descendant, sans message). Exclusion des IDs déjà vus, limit 1-5. |

package/dist/server.js

@@ -12,6 +12,7 @@ import { registerPersonaTools } from "./tools/personas.js";
 import { registerLeadGroupTools } from "./tools/lead_groups.js";
 import { registerOrganizationTools } from "./tools/organizations.js";
 import { registerOutreachSettingsTools } from "./tools/outreach_settings.js";
+import { registerPipelineTools } from "./tools/pipeline.js";
 export function createServer() {
     const server = new McpServer({
         name: "leadify",
@@ -30,5 +31,6 @@ export function createServer() {
     registerDataSourceTools(server);
     registerPersonaTools(server);
     registerOutreachSettingsTools(server);
+    registerPipelineTools(server);
     return server;
 }

package/dist/tools/dataroom.js

@@ -163,8 +163,11 @@ const DOCUMENT_CATEGORIES = [
     "OTHER",
 ];
 // ─── Common descriptions ───────────────────────────────────────────────────
-const ORG_ID_DESC = "Optional Clerk organization ID to target a specific org's data room. " +
-    "Defaults to the caller's own org. Requires admin access for writes.";
+const ORG_ID_DESC = "REQUIRED Clerk organization ID targeting the org whose data room you act on. " +
+    "Resolve it from the lead group you are working on (e.g. via list_organizations) " +
+    "and pass it explicitly. NEVER omit it: there is no safe default — the API key " +
+    "spans multiple orgs and an empty value would silently hit the wrong company's " +
+    "data room (read or write). Requires admin access for writes.";
 const DRY_RUN_DESC = "If true, validate the merged payload + return the preview WITHOUT writing. " +
     "Use to dry-fit a change before persisting.";
 async function fetchDataRoom(organizationId) {
@@ -242,7 +245,7 @@ export function registerDataRoomTools(server) {
     server.tool("get_data_room", "Retrieve the organization's full data room: company info (v2 schema), all documents, and " +
         "every persona defined for the workspace. Use this as the entry point when you need to " +
         "understand the company's context before writing campaigns or messages.", {
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
     }, async ({ organization_id }) => {
         try {
             const data = await fetchDataRoom(organization_id);
@@ -361,7 +364,7 @@ export function registerDataRoomTools(server) {
         company_info: z
             .record(z.unknown())
             .describe("Full v2 companyInfo payload (replaces the existing one). See describe_company_info_schema for the contract."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ company_info, organization_id, dry_run }) => {
         try {
@@ -392,7 +395,7 @@ export function registerDataRoomTools(server) {
             .max(CHAR_LIMITS.website)
             .optional()
             .describe("Company website URL (max 500)."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ name, website, organization_id, dry_run }) => {
         try {
@@ -452,7 +455,7 @@ export function registerDataRoomTools(server) {
             .max(10)
             .optional()
             .describe("Replaces constraints[] wholesale. For per-item edits use update_company_info_constraint."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ pitchOneLiner, marketSpecialty, stage, salesTeamSizeFR, geo, constraints, organization_id, dry_run, }) => {
         try {
@@ -511,7 +514,7 @@ export function registerDataRoomTools(server) {
         constraint: constraintSchema
             .optional()
             .describe("Constraint payload {label ≤150, type ∈ regulatory|brand|legal, note? ≤150}. Required for 'add' and 'replace'."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ action, index, constraint, organization_id, dry_run }) => {
         try {
@@ -576,7 +579,7 @@ export function registerDataRoomTools(server) {
         product: productSchema
             .optional()
             .describe("Product payload. Required for 'add' and 'replace'."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ action, name, product, organization_id, dry_run }) => {
         try {
@@ -656,7 +659,7 @@ export function registerDataRoomTools(server) {
             .max(CHAR_LIMITS.defaultBaseline)
             .optional()
             .describe("Default baseline (max 200)."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ pricingModel, ticketRange, salesCycleMonths, triggers, defaultBaseline, organization_id, dry_run, }) => {
         try {
@@ -704,7 +707,7 @@ export function registerDataRoomTools(server) {
         icp: productICPSchema
             .optional()
             .describe("ICP payload. Required for 'add' and 'replace'."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ action, productId, icp, organization_id, dry_run }) => {
         try {
@@ -769,7 +772,7 @@ export function registerDataRoomTools(server) {
             .array(z.string().max(CHAR_LIMITS.forbiddenWord))
             .optional()
             .describe("Replaces forbiddenWords[] wholesale (each ≤100)."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
         dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
     }, async ({ keyMetrics, miniStories, forbiddenWords, organization_id, dry_run }) => {
         try {
@@ -810,7 +813,7 @@ export function registerDataRoomTools(server) {
             .string()
             .optional()
             .describe("Text or markdown content."),
-        organization_id: z.string().optional().describe(ORG_ID_DESC),
+        organization_id: z.string().describe(ORG_ID_DESC),
     }, async ({ title, category, content, organization_id }) => {
         try {
             const body = { title, category };

package/dist/tools/leads.js

@@ -62,12 +62,9 @@ export function registerLeadTools(server) {
             .number()
             .int()
             .positive()
+            .max(50)
             .optional()
-            .describe("Results per page. Defaults to 50."),
-        no_pagination: z
-            .boolean()
-            .optional()
-            .describe("If true, returns ALL leads in the group without pagination. Use with caution on large groups."),
+            .describe("Results per page. Defaults to 50, hard-capped at 50."),
         search: z
             .string()
             .optional()
@@ -79,7 +76,7 @@ export function registerLeadTools(server) {
             "operator to value. Operators: equals, not_equals, contains, not_contains, " +
             "gte, lte, is_true, is_false, is_null, is_not_null. " +
             'Example: {"industry": {"contains": "tech"}, "company": {"is_not_null": "true"}}'),
-    }, async ({ group_id, view_id, page, limit, no_pagination, search, filters }) => {
+    }, async ({ group_id, view_id, page, limit, search, filters }) => {
         try {
             const params = new URLSearchParams();
             params.set("groupId", group_id);
@@ -89,8 +86,6 @@ export function registerLeadTools(server) {
                 params.set("page", String(page));
             if (limit !== undefined)
                 params.set("limit", String(limit));
-            if (no_pagination)
-                params.set("noPagination", "true");
             if (search)
                 params.set("search", search);
             if (filters) {

package/dist/tools/pipeline.d.ts

@@ -0,0 +1,2 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerPipelineTools(server: McpServer): void;

package/dist/tools/pipeline.js

@@ -0,0 +1,111 @@
+import { z } from "zod";
+import { getClient } from "../client.js";
+import { toolResult, handleToolError } from "../types.js";
+export function registerPipelineTools(server) {
+    // ── trigger_outreach ─────────────────────────────────────────────────────
+    server.tool("trigger_outreach", "Generate the outreach message SEQUENCE for a lead via the Trigger.dev agent " +
+        "(Leadify v2 writer). The agent is a PURE MESSAGE WRITER: it produces a multi-touch " +
+        "sequence (card_connexion, card_linkedin_one/two/three, card_email_one/two/three plus " +
+        "their subjects), filtered to the channels the lead can actually receive. It does NOT " +
+        "score, tier, analyse or research — there is no card_analysis/card_research/score/tier " +
+        "in the output (those belong to qualification, not writing). " +
+        "DRY-RUN BY DEFAULT (dryrun=true) — the agent runs identically but NEVER persists " +
+        "anything to the DB; the generated cards travel back in the tool output so you can " +
+        "iterate without polluting the DB. Use dryrun=false for production writes (persists the " +
+        "card_* sequence fields to lead.data). " +
+        "The 'force' flag (default false) bypasses the 'already has a message?' guard — " +
+        "useful for re-generating on an already-processed lead. " +
+        "Waits up to 120s for the remote agent to complete.", {
+        lead_id: z.string().describe("ID of the lead to generate a message for."),
+        dryrun: z
+            .boolean()
+            .optional()
+            .default(true)
+            .describe("true (default) = dry-run mode: agent runs but writes nothing to DB (generated " +
+            "cards returned in the tool output). " +
+            "false = production mode: agent persists the card_* sequence fields to lead.data."),
+        force: z
+            .boolean()
+            .optional()
+            .default(false)
+            .describe("true = bypass the 'already has a message?' check so you can re-generate. " +
+            "false (default) = normal behaviour: skip leads that already have card_message."),
+    }, async ({ lead_id, dryrun, force }) => {
+        try {
+            const data = await getClient().post("/api/trigger-outreach", {
+                leadId: lead_id,
+                dryrun,
+                force,
+            });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── append_fine_tuning ───────────────────────────────────────────────────
+    server.tool("append_fine_tuning", "Append content to a Fine Tuning section for a lead group. " +
+        "ALWAYS in append mode — NEVER replaces existing content (contractual guarantee). " +
+        "Use this to incrementally build up rules and examples as you iterate with the user. " +
+        "Sections: nonNegotiableRules (imperative rules), pitfalls (traps to avoid), " +
+        "structure (imposed message structure), examples (validated message samples). " +
+        "For full rewrites, use the Leadify UI or the classic update endpoint.", {
+        lead_group_id: z.string().describe("ID of the lead group."),
+        section: z
+            .enum(["nonNegotiableRules", "pitfalls", "structure", "examples"])
+            .describe("Fine Tuning section to enrich."),
+        content: z
+            .string()
+            .describe("Content to APPEND (not replace). Concatenated after existing content."),
+        separator: z
+            .string()
+            .optional()
+            .default("\n\n---\n\n")
+            .describe("Separator between old and new content. Default: '\\n\\n---\\n\\n'."),
+    }, async ({ lead_group_id, section, content, separator }) => {
+        try {
+            const data = await getClient().post("/api/pipeline/append-fine-tuning", {
+                leadGroupId: lead_group_id,
+                section,
+                content,
+                separator,
+            });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── pipeline_next_lead ───────────────────────────────────────────────────
+    server.tool("pipeline_next_lead", "Select the next lead to process in the campaign pipeline. " +
+        "Returns the hottest leads (highest score) that don't yet have a message " +
+        "(card_message empty or missing). Exclude already-processed leads via exclude_lead_ids. " +
+        "Call this at the start of each pipeline iteration to get a fresh lead.", {
+        lead_group_id: z.string().describe("ID of the lead group to query."),
+        exclude_lead_ids: z
+            .array(z.string())
+            .optional()
+            .default([])
+            .describe("IDs of leads already processed in this session (to avoid duplicates)."),
+        limit: z
+            .number()
+            .int()
+            .min(1)
+            .max(5)
+            .optional()
+            .default(1)
+            .describe("Maximum number of leads to return (1-5, default 1)."),
+    }, async ({ lead_group_id, exclude_lead_ids, limit }) => {
+        try {
+            const data = await getClient().post("/api/pipeline/next-lead", {
+                leadGroupId: lead_group_id,
+                excludeLeadIds: exclude_lead_ids,
+                limit,
+            });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agifyai/leadify-mcp",
-  "version": "1.5.1",
+  "version": "2.0.0",
   "description": "MCP server for Leadify lead management API",
   "type": "module",
   "main": "dist/index.js",