@agifyai/leadify-mcp 3.6.3 → 5.0.0

package/dist/tools/dataroom.js

@@ -278,11 +278,14 @@ export function registerDataRoomTools(server) {
     // ── get_outreach_context ──────────────────────────────────────────────
     server.tool("get_outreach_context", "Get a curated outreach context for a lead group: the outreach-relevant slice " +
         "of companyInfo (identity, pitch, constraints, curated products, economics " +
-        "triggers/baseline, product ICP roles, proof wording) PLUS the full persona. " +
+        "triggers/baseline, product ICP roles, proof wording) PLUS the full outreach " +
+        "settings block (positioning, sequence design, rules, URLs, case studies, " +
+        "ICP strategy, pain points, lookalike clients, outreach templates, tone, " +
+        "messaging guidelines, signal routing, sender override). " +
         "Takes a lead_group_id (NOT organization_id) — the org is resolved server-side, " +
         "eliminating the cross-org footgun of get_data_room. " +
         "Returns a HARD error if no persona is linked to the group. " +
-        "Use this instead of get_data_room + get_lead_group_persona in the outreach " +
+        "Use this instead of get_data_room + get_outreach_settings in the outreach " +
         "pipeline Phase 0.", {
         lead_group_id: z.string().describe("ID of the lead group to resolve context for."),
     }, async ({ lead_group_id }) => {

package/dist/tools/outreach_settings.js

@@ -67,6 +67,51 @@ const urlValue = z
     .union([z.literal(""), z.string().url()])
     .nullable()
     .optional();
+// ── Schemas for persona-migrated fields (PRD-737) ────────────────────────
+const outreachTemplate = z
+    .object({
+    id: z.string().optional(),
+    signal: z.string().optional(),
+    channel: z.string().nullable().optional(),
+    fieldName: z.string().optional(),
+    signalContext: z.string().optional(),
+    purpose: z.string().optional(),
+    example: z.string().optional(),
+    maxLength: z.number().optional(),
+    subject: z.string().optional(),
+    body: z.string().optional(),
+})
+    .passthrough();
+const outreachSignalRouting = z
+    .object({
+    signalSourceField: z.string().optional(),
+    defaultSignal: z.string().optional(),
+    signals: z.array(z.string()).optional(),
+})
+    .passthrough()
+    .nullable();
+const extraPromptPhase = z
+    .object({
+    scope: z.enum(["qualify", "outreach"]),
+    insertionPoint: z.enum(["prefix", "phase_1_5", "phase_2_extra", "suffix"]),
+    content: z.string(),
+})
+    .passthrough();
+const senderOverride = z
+    .object({ name: z.string().min(1), title: z.string().optional() })
+    .nullable()
+    .optional();
+const icpStrategy = z
+    .object({
+    dealType: z.string().optional(),
+    dreamOutcome: z.string().optional(),
+    mainPains: z.array(z.string()).optional(),
+    keyObjections: z.array(z.string()).optional(),
+    decisionDrivers: z.array(z.string()).optional(),
+})
+    .passthrough()
+    .nullable()
+    .optional();
 async function fetchCurrentSettings(leadGroupId) {
     const data = await getClient().get(`/api/lead-group/${encodeURIComponent(leadGroupId)}/outreach-settings`);
     return data;
@@ -109,7 +154,10 @@ export function registerOutreachSettingsTools(server) {
         "provided — if you only want to tweak a single slot or sub-field, prefer " +
         "update_outreach_positioning / update_outreach_sequence_slot / " +
         "update_outreach_rules / update_outreach_case_study / update_outreach_urls / " +
-        "set_outreach_connection_request, which do safe read-modify-write merges.", {
+        "set_outreach_connection_request / update_outreach_agent_identity / " +
+        "update_outreach_icp_strategy / update_outreach_pain_point / " +
+        "update_outreach_lookalike_client / update_outreach_outreach_template / " +
+        "update_outreach_signal_routing, which do safe read-modify-write merges.", {
         lead_group_id: z.string().describe("Lead group ID."),
         connection_request_enabled: z
             .boolean()
@@ -133,9 +181,69 @@ export function registerOutreachSettingsTools(server) {
             .max(5)
             .optional()
             .describe("Up to 5 case studies used as proof (title, summary ≤200 chars, idealFor, proofPoints[])."),
-    }, async ({ lead_group_id, connection_request_enabled, positioning: pos, sequence_design, rules: rls, booking_url, website_url, case_studies, }) => {
+        // ── Fields migrated from Persona (PRD-737) ───────────────────────────
+        description: z
+            .string()
+            .optional()
+            .describe("Description / context for this lead group's outreach."),
+        output_language: z
+            .string()
+            .optional()
+            .describe("Output language code (fr, en, de, ...)."),
+        agent_domain: z
+            .string()
+            .optional()
+            .describe("Agent identity string (e.g. 'for medtech companies')."),
+        icp_strategy: icpStrategy
+            .optional()
+            .describe("ICP strategy mental map: {dealType, dreamOutcome, mainPains[], keyObjections[], decisionDrivers[]}."),
+        pain_points: z
+            .array(z.object({ title: z.string().optional(), description: z.string().optional() }).passthrough())
+            .optional()
+            .describe("Structured business pain points ({title, description})."),
+        lookalike_clients: z
+            .array(z
+            .object({
+            name: z.string(),
+            sector: z.string().optional(),
+            size: z.string().optional(),
+            segment: z.string().optional(),
+            comparison_criteria: z.string().optional(),
+        })
+            .passthrough())
+            .optional()
+            .describe("Lookalike client references ({name, sector?, size?, segment?, comparison_criteria?})."),
+        outreach_templates: z
+            .array(outreachTemplate)
+            .optional()
+            .describe("Outreach message templates by channel/signal. Each: {channel, signal, fieldName, purpose, example, subject, body}."),
+        tone_instructions: z
+            .string()
+            .optional()
+            .describe("Free-form markdown voice / tone guidance."),
+        messaging_guidelines: z
+            .any()
+            .optional()
+            .describe("Messaging approach: {tone, language, can_mention, must_not_mention, value_propositions}."),
+        outreach_signal_routing: outreachSignalRouting
+            .optional()
+            .describe("Signal routing config: {signalSourceField, defaultSignal, signals[]}. defaultSignal must exist in signals[]."),
+        sender_override: senderOverride
+            .describe("Override SDR identity: {name, title?}. Pass null to clear."),
+        outreach_fields: z
+            .any()
+            .optional()
+            .describe("Variables referenceable in templates: [{key, label, source}]."),
+        extra_prompt_phases: z
+            .array(extraPromptPhase)
+            .optional()
+            .describe("Custom prompt snippets: [{scope, insertionPoint, content}]. scope: qualify|outreach. insertionPoint: prefix|phase_1_5|phase_2_extra|suffix."),
+    }, async ({ lead_group_id, connection_request_enabled, positioning: pos, sequence_design, rules: rls, booking_url, website_url, case_studies, 
+    // ── PRD-737 fields ──────────────────────────────────────────────────
+    description, output_language, agent_domain, icp_strategy: icp, pain_points, lookalike_clients, outreach_templates, tone_instructions, messaging_guidelines, outreach_signal_routing: signal_routing, sender_override: sdr_override, outreach_fields, extra_prompt_phases, }) => {
         try {
             const body = {};
+            // Legacy fields
             if (connection_request_enabled !== undefined)
                 body.connectionRequestEnabled = connection_request_enabled;
             if (pos !== undefined)
@@ -150,6 +258,33 @@ export function registerOutreachSettingsTools(server) {
                 body.websiteUrl = website_url;
             if (case_studies !== undefined)
                 body.caseStudies = case_studies;
+            // PRD-737 fields
+            if (description !== undefined)
+                body.description = description;
+            if (output_language !== undefined)
+                body.outputLanguage = output_language;
+            if (agent_domain !== undefined)
+                body.agentDomain = agent_domain;
+            if (icp !== undefined)
+                body.icpStrategy = icp;
+            if (pain_points !== undefined)
+                body.painPoints = pain_points;
+            if (lookalike_clients !== undefined)
+                body.lookalikeClients = lookalike_clients;
+            if (outreach_templates !== undefined)
+                body.outreachTemplates = outreach_templates;
+            if (tone_instructions !== undefined)
+                body.toneInstructions = tone_instructions;
+            if (messaging_guidelines !== undefined)
+                body.messagingGuidelines = messaging_guidelines;
+            if (signal_routing !== undefined)
+                body.outreachSignalRouting = signal_routing;
+            if (sdr_override !== undefined)
+                body.senderOverride = sdr_override;
+            if (outreach_fields !== undefined)
+                body.outreachFields = outreach_fields;
+            if (extra_prompt_phases !== undefined)
+                body.extraPromptPhases = extra_prompt_phases;
             const data = await putPartial(lead_group_id, body);
             return toolResult(data);
         }
@@ -407,4 +542,463 @@ export function registerOutreachSettingsTools(server) {
             return handleToolError(error);
         }
     });
+    // ═══════════════════════════════════════════════════════════════════════
+    //  Granular tools for persona-migrated fields (PRD-737)
+    // ═══════════════════════════════════════════════════════════════════════
+    // ── update_outreach_agent_identity ─────────────────────────────────────
+    server.tool("update_outreach_agent_identity", "Patch the agent identity fields (description, outputLanguage, " +
+        "agentDomain). Reads current settings, merges your patch, writes back. " +
+        "Pass only the fields you want to change.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        description: z
+            .string()
+            .optional()
+            .describe("Description / context for this lead group's outreach."),
+        output_language: z
+            .string()
+            .optional()
+            .describe("Output language code (fr, en, de, ...)."),
+        agent_domain: z
+            .string()
+            .optional()
+            .describe("Agent identity string (e.g. 'for medtech companies')."),
+    }, async ({ lead_group_id, description, output_language, agent_domain }) => {
+        try {
+            if (description === undefined &&
+                output_language === undefined &&
+                agent_domain === undefined) {
+                return toolError("Provide at least one of: description, output_language, agent_domain.");
+            }
+            const current = await fetchCurrentSettings(lead_group_id);
+            const body = {};
+            if (description !== undefined)
+                body.description = description;
+            if (output_language !== undefined)
+                body.outputLanguage = output_language;
+            if (agent_domain !== undefined)
+                body.agentDomain = agent_domain;
+            const data = await putPartial(lead_group_id, body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_icp_strategy ──────────────────────────────────────
+    server.tool("update_outreach_icp_strategy", "Patch the ICP strategy mental map for the outreach agent. Reads " +
+        "current icpStrategy, shallow-merges the keys you pass, writes back. " +
+        "Arrays (mainPains/keyObjections/decisionDrivers) are replaced " +
+        "wholesale when passed.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        deal_type: z
+            .string()
+            .optional()
+            .describe("Type of deal (e.g. 'midmarket', 'enterprise', 'self-serve')."),
+        dream_outcome: z
+            .string()
+            .optional()
+            .describe("The aspirational result the lead wants."),
+        main_pains: z
+            .array(z.string())
+            .optional()
+            .describe("Replaces mainPains[] wholesale."),
+        key_objections: z
+            .array(z.string())
+            .optional()
+            .describe("Replaces keyObjections[] wholesale."),
+        decision_drivers: z
+            .array(z.string())
+            .optional()
+            .describe("Replaces decisionDrivers[] wholesale."),
+    }, async ({ lead_group_id, deal_type, dream_outcome, main_pains, key_objections, decision_drivers, }) => {
+        try {
+            if (deal_type === undefined &&
+                dream_outcome === undefined &&
+                main_pains === undefined &&
+                key_objections === undefined &&
+                decision_drivers === undefined) {
+                return toolError("Provide at least one field to update.");
+            }
+            const current = await fetchCurrentSettings(lead_group_id);
+            const merged = {
+                ...(current.icpStrategy ?? {}),
+                ...(deal_type !== undefined && { dealType: deal_type }),
+                ...(dream_outcome !== undefined && { dreamOutcome: dream_outcome }),
+                ...(main_pains !== undefined && { mainPains: main_pains }),
+                ...(key_objections !== undefined && { keyObjections: key_objections }),
+                ...(decision_drivers !== undefined && { decisionDrivers: decision_drivers }),
+            };
+            const data = await putPartial(lead_group_id, { icpStrategy: merged });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_pain_point ────────────────────────────────────────
+    server.tool("update_outreach_pain_point", "Add, replace, or remove a single pain point without re-sending the " +
+        "whole list. Pain points have no stable id — entries are addressed by " +
+        "zero-based index. Beware: indices shift after a remove.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        action: z
+            .enum(["add", "replace", "remove"])
+            .describe("add = append; replace = overwrite at index; remove = delete at index."),
+        index: z
+            .number()
+            .int()
+            .nonnegative()
+            .optional()
+            .describe("Zero-based index. Required for 'replace' and 'remove'."),
+        pain: z
+            .object({
+            title: z.string().optional(),
+            description: z.string().optional(),
+        })
+            .optional()
+            .describe("Pain point payload {title?, description?}. Required for 'add' and 'replace'."),
+    }, async ({ lead_group_id, action, index, pain }) => {
+        try {
+            if ((action === "add" || action === "replace") && !pain) {
+                return toolError(`pain is required for action '${action}'.`);
+            }
+            if ((action === "replace" || action === "remove") && index === undefined) {
+                return toolError(`index is required for action '${action}'.`);
+            }
+            const current = await fetchCurrentSettings(lead_group_id);
+            const list = Array.isArray(current.painPoints)
+                ? [...current.painPoints]
+                : [];
+            if (action === "add") {
+                list.push(pain);
+            }
+            else if (action === "replace") {
+                if (index < 0 || index >= list.length) {
+                    return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
+                }
+                list[index] = pain;
+            }
+            else {
+                if (index < 0 || index >= list.length) {
+                    return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
+                }
+                list.splice(index, 1);
+            }
+            const data = await putPartial(lead_group_id, { painPoints: list });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_lookalike_client ──────────────────────────────────
+    server.tool("update_outreach_lookalike_client", "Add, replace, or remove a single lookalike client without re-sending " +
+        "the whole list. Lookups are by client name (case-sensitive exact match).", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        action: z
+            .enum(["add", "replace", "remove"])
+            .describe("add = append (fails if name exists); replace = overwrite by name; remove = delete by name."),
+        name: z
+            .string()
+            .optional()
+            .describe("Lookup key for replace/remove. Required for those actions."),
+        client: z
+            .object({
+            name: z.string(),
+            sector: z.string().optional(),
+            size: z.string().optional(),
+            segment: z.string().optional(),
+            comparison_criteria: z.string().optional(),
+        })
+            .passthrough()
+            .optional()
+            .describe("Client payload {name, sector?, size?, segment?, comparison_criteria?}. Required for 'add' and 'replace'."),
+    }, async ({ lead_group_id, action, name, client }) => {
+        try {
+            if ((action === "add" || action === "replace") && !client) {
+                return toolError(`client is required for action '${action}'.`);
+            }
+            if (action !== "add" && !name) {
+                return toolError(`name is required for action '${action}'.`);
+            }
+            const current = await fetchCurrentSettings(lead_group_id);
+            const list = Array.isArray(current.lookalikeClients)
+                ? [...current.lookalikeClients]
+                : [];
+            if (action === "add") {
+                const exists = list.some((c) => c.name === client.name);
+                if (exists) {
+                    return toolError(`Lookalike client '${client.name}' already exists. Use 'replace' to update.`);
+                }
+                list.push(client);
+            }
+            else if (action === "replace") {
+                const idx = list.findIndex((c) => c.name === name);
+                if (idx === -1) {
+                    return toolError(`Lookalike client '${name}' not found.`);
+                }
+                list[idx] = client;
+            }
+            else {
+                const idx = list.findIndex((c) => c.name === name);
+                if (idx === -1) {
+                    return toolError(`Lookalike client '${name}' not found.`);
+                }
+                list.splice(idx, 1);
+            }
+            const data = await putPartial(lead_group_id, { lookalikeClients: list });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_outreach_template ─────────────────────────────────
+    server.tool("update_outreach_outreach_template", "Add, replace, or remove a single outreach template without re-sending " +
+        "the whole list. Lookups are by template id (preferred) or by " +
+        "composite key (channel + signal + fieldName).", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        action: z
+            .enum(["add", "replace", "remove"])
+            .describe("add = append; replace = overwrite by lookup; remove = delete by lookup."),
+        template_id: z
+            .string()
+            .optional()
+            .describe("Template id for replace/remove. Preferred lookup key."),
+        lookup_channel: z
+            .string()
+            .optional()
+            .describe("Fallback lookup: channel (combined with lookup_signal + lookup_field_name)."),
+        lookup_signal: z
+            .string()
+            .optional()
+            .describe("Fallback lookup: signal."),
+        lookup_field_name: z
+            .string()
+            .optional()
+            .describe("Fallback lookup: field_name."),
+        template: outreachTemplate
+            .optional()
+            .describe("Template payload. Required for 'add' and 'replace'. " +
+            "{channel, signal, fieldName, purpose, example, subject, body}."),
+    }, async ({ lead_group_id, action, template_id, lookup_channel, lookup_signal, lookup_field_name, template: tmpl, }) => {
+        try {
+            if ((action === "add" || action === "replace") && !tmpl) {
+                return toolError(`template is required for action '${action}'.`);
+            }
+            const current = await fetchCurrentSettings(lead_group_id);
+            const list = Array.isArray(current.outreachTemplates)
+                ? [...current.outreachTemplates]
+                : [];
+            if (action === "add") {
+                list.push(tmpl);
+            }
+            else {
+                // Resolve lookup key
+                let idx = -1;
+                if (template_id) {
+                    idx = list.findIndex((t) => t.id === template_id);
+                }
+                else if (lookup_channel && lookup_signal && lookup_field_name) {
+                    idx = list.findIndex((t) => t.channel === lookup_channel &&
+                        t.signal === lookup_signal &&
+                        t.fieldName === lookup_field_name);
+                }
+                else {
+                    return toolError("Provide template_id or (lookup_channel + lookup_signal + lookup_field_name) for replace/remove.");
+                }
+                if (idx === -1) {
+                    return toolError("Template not found with the given lookup key.");
+                }
+                if (action === "replace") {
+                    list[idx] = tmpl;
+                }
+                else {
+                    list.splice(idx, 1);
+                }
+            }
+            const data = await putPartial(lead_group_id, { outreachTemplates: list });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_tone_instructions ──────────────────────────────────
+    server.tool("update_outreach_tone_instructions", "Replace the tone instructions (free-form markdown for voice / tone " +
+        "guidance). Pass null to clear.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        tone_instructions: z
+            .union([z.string(), z.null()])
+            .describe("Markdown tone guidance. Pass null to clear."),
+    }, async ({ lead_group_id, tone_instructions }) => {
+        try {
+            const data = await putPartial(lead_group_id, { toneInstructions: tone_instructions });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_messaging_guidelines ──────────────────────────────
+    server.tool("update_outreach_messaging_guidelines", "Patch the messaging guidelines. Reads current messagingGuidelines, " +
+        "shallow-merges the keys you pass, writes back. Common keys: tone, " +
+        "language, can_mention, must_not_mention, value_propositions.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        patch: z
+            .any()
+            .describe("Object whose keys are merged into existing messagingGuidelines (shallow). " +
+            "E.g. {\"tone\": \"professional\", \"can_mention\": [\"AI\", \"ROI\"]}."),
+        remove_keys: z
+            .array(z.string())
+            .optional()
+            .describe("Keys to delete from messagingGuidelines."),
+    }, async ({ lead_group_id, patch, remove_keys }) => {
+        try {
+            const current = await fetchCurrentSettings(lead_group_id);
+            const existing = (current.messagingGuidelines ?? {});
+            const merged = { ...existing, ...patch };
+            if (remove_keys) {
+                for (const k of remove_keys)
+                    delete merged[k];
+            }
+            const data = await putPartial(lead_group_id, { messagingGuidelines: merged });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_signal_routing ────────────────────────────────────
+    server.tool("update_outreach_signal_routing", "Patch the outreach signal routing config. signalSourceField and " +
+        "defaultSignal are scalar — passing one replaces it. signals[] is " +
+        "replaced wholesale when passed; use add_signals / remove_signals to " +
+        "splice instead. WARNING: defaultSignal must be present in signals[] " +
+        "(API rejects otherwise).", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        signal_source_field: z
+            .string()
+            .optional()
+            .describe("Card field to read (e.g. card_signals)."),
+        default_signal: z
+            .string()
+            .optional()
+            .describe("Default signal — must exist in signals[]."),
+        signals: z
+            .array(z.string())
+            .optional()
+            .describe("Full replacement of the signals list. Mutually exclusive with add_signals / remove_signals."),
+        add_signals: z
+            .array(z.string())
+            .optional()
+            .describe("Signals to add (deduped). Mutually exclusive with signals."),
+        remove_signals: z
+            .array(z.string())
+            .optional()
+            .describe("Signals to remove. Mutually exclusive with signals."),
+    }, async ({ lead_group_id, signal_source_field, default_signal, signals, add_signals, remove_signals, }) => {
+        try {
+            const current = await fetchCurrentSettings(lead_group_id);
+            const existing = (current.outreachSignalRouting ?? {});
+            const next = { ...existing };
+            if (signal_source_field !== undefined)
+                next.signalSourceField = signal_source_field;
+            if (default_signal !== undefined)
+                next.defaultSignal = default_signal;
+            if (signals !== undefined) {
+                next.signals = signals;
+            }
+            else {
+                const currentSignals = existing.signals ?? [];
+                let updatedSignals = [...currentSignals];
+                if (add_signals) {
+                    for (const s of add_signals) {
+                        if (!updatedSignals.includes(s))
+                            updatedSignals.push(s);
+                    }
+                }
+                if (remove_signals) {
+                    updatedSignals = updatedSignals.filter((s) => !remove_signals.includes(s));
+                }
+                if (add_signals || remove_signals)
+                    next.signals = updatedSignals;
+            }
+            const data = await putPartial(lead_group_id, { outreachSignalRouting: next });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_sender_override ───────────────────────────────────
+    server.tool("update_outreach_sender_override", "Set or clear the SDR identity override for this lead group. " +
+        "Pass {name, title?} to set. Pass null to clear.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        sender_override: z
+            .union([
+            z.object({ name: z.string().min(1), title: z.string().optional() }),
+            z.null(),
+        ])
+            .describe("SDR identity: {name, title?}. Pass null to clear."),
+    }, async ({ lead_group_id, sender_override }) => {
+        try {
+            const data = await putPartial(lead_group_id, { senderOverride: sender_override });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_outreach_extra_prompt_phase ────────────────────────────────
+    server.tool("update_outreach_extra_prompt_phase", "Add, replace, or remove a single extra prompt phase snippet. " +
+        "Entries have no stable id — addressed by zero-based index. " +
+        "Beware: indices shift after a remove.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+        action: z
+            .enum(["add", "replace", "remove"])
+            .describe("add = append; replace = overwrite at index; remove = delete at index."),
+        index: z
+            .number()
+            .int()
+            .nonnegative()
+            .optional()
+            .describe("Zero-based index. Required for 'replace' and 'remove'."),
+        phase: extraPromptPhase
+            .optional()
+            .describe("Phase payload {scope, insertionPoint, content}. " +
+            "scope: qualify|outreach. insertionPoint: prefix|phase_1_5|phase_2_extra|suffix. " +
+            "Required for 'add' and 'replace'."),
+    }, async ({ lead_group_id, action, index, phase }) => {
+        try {
+            if ((action === "add" || action === "replace") && !phase) {
+                return toolError(`phase is required for action '${action}'.`);
+            }
+            if ((action === "replace" || action === "remove") && index === undefined) {
+                return toolError(`index is required for action '${action}'.`);
+            }
+            const current = await fetchCurrentSettings(lead_group_id);
+            const list = Array.isArray(current.extraPromptPhases)
+                ? [...current.extraPromptPhases]
+                : [];
+            if (action === "add") {
+                list.push(phase);
+            }
+            else if (action === "replace") {
+                if (index < 0 || index >= list.length) {
+                    return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
+                }
+                list[index] = phase;
+            }
+            else {
+                if (index < 0 || index >= list.length) {
+                    return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
+                }
+                list.splice(index, 1);
+            }
+            const data = await putPartial(lead_group_id, { extraPromptPhases: list });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
 }

package/dist/tools/personas.js

@@ -40,31 +40,6 @@ const signalTierRule = z.object({
     signal_id: z.string().optional(),
     tier: z.enum(["hot", "warm", "cold"]).optional(),
 });
-const outreachTemplate = z
-    .object({
-    id: z.string().optional(),
-    channel: z.string().optional(),
-    signal: z
-        .string()
-        .optional()
-        .describe("Must exist in outreach_signal_routing.signals."),
-    field_name: z.string().optional(),
-    signal_context: z.string().optional(),
-    purpose: z.string().optional(),
-    example: z.string().optional(),
-    max_length: z.number().optional(),
-    label: z.string().optional(),
-    subject: z.string().optional(),
-    body: z.string().optional(),
-})
-    .passthrough();
-const outreachField = z
-    .object({
-    key: z.string().optional(),
-    label: z.string().optional(),
-    source: z.string().optional(),
-})
-    .passthrough();
 const extraPromptPhase = z.object({
     scope: z.enum(["qualify", "outreach"]).optional(),
     insertion_point: z
@@ -72,10 +47,6 @@ const extraPromptPhase = z.object({
         .describe("Where in the prompt to inject this snippet."),
     content: z.string().describe("Snippet content."),
 });
-const senderOverride = z.object({
-    name: z.string().describe("Sender display name (required)."),
-    title: z.string().optional(),
-});
 // ICP strategy — mental map consumed verbatim by the outreach agent preflight.
 const icpStrategyShape = {
     dealType: z.string().optional(),
@@ -107,32 +78,6 @@ function mapCardSection(s) {
         out.instructions = s.instructions;
     return out;
 }
-function mapOutreachTemplate(t) {
-    const out = {};
-    if (t.id !== undefined)
-        out.id = t.id;
-    if (t.channel !== undefined)
-        out.channel = t.channel;
-    if (t.signal !== undefined)
-        out.signal = t.signal;
-    if (t.field_name !== undefined)
-        out.fieldName = t.field_name;
-    if (t.signal_context !== undefined)
-        out.signalContext = t.signal_context;
-    if (t.purpose !== undefined)
-        out.purpose = t.purpose;
-    if (t.example !== undefined)
-        out.example = t.example;
-    if (t.max_length !== undefined)
-        out.maxLength = t.max_length;
-    if (t.label !== undefined)
-        out.label = t.label;
-    if (t.subject !== undefined)
-        out.subject = t.subject;
-    if (t.body !== undefined)
-        out.body = t.body;
-    return out;
-}
 function mapSignalTierRule(r) {
     const out = {};
     if (r.signal_id !== undefined)
@@ -314,10 +259,6 @@ export function registerPersonaTools(server) {
             .record(z.unknown())
             .optional()
             .describe("Exclusion rules. Common keys: reasons (array of strings)."),
-        messaging_guidelines: z
-            .record(z.unknown())
-            .optional()
-            .describe("Message approach. Common keys: tone, language, can_mention, must_not_mention, value_propositions."),
         active_tools: z
             .array(z.string())
             .optional()
@@ -351,11 +292,6 @@ export function registerPersonaTools(server) {
             .boolean()
             .optional()
             .describe("If true, reject non-perfectly-aligned leads."),
-        agent_domain: z
-            .string()
-            .nullable()
-            .optional()
-            .describe("Agent identity string (e.g. 'for medtech companies')."),
         workflow_mode: z
             .enum(["company_first", "person_first"])
             .nullable()
@@ -398,37 +334,6 @@ export function registerPersonaTools(server) {
         })
             .optional()
             .describe("Rules mapping signal → tier (hot/warm/cold)."),
-        // outreach
-        outreach_signal_routing: z
-            .object({
-            signal_source_field: z
-                .string()
-                .optional()
-                .describe("Card field to read (e.g. card_signals)."),
-            default_signal: z
-                .string()
-                .optional()
-                .describe("Must exist in 'signals' array."),
-            signals: z
-                .array(z.string())
-                .optional()
-                .describe("Exhaustive list of recognized signals."),
-        })
-            .optional()
-            .describe("Extract signal source from card lead + default signal. All three sub-fields are optional."),
-        outreach_templates: z
-            .array(outreachTemplate)
-            .optional()
-            .describe("Outreach templates by channel. Each template: {id, channel, signal, field_name, signal_context, purpose, example, max_length, label, subject, body}."),
-        outreach_fields: z
-            .array(outreachField)
-            .optional()
-            .describe("Variables referenceable in templates. Each: {key, label, source}."),
-        tone_instructions: z
-            .string()
-            .nullable()
-            .optional()
-            .describe("Free-form markdown for voice / tone guidance."),
         context: z
             .string()
             .nullable()
@@ -438,38 +343,8 @@ export function registerPersonaTools(server) {
             .array(extraPromptPhase)
             .optional()
             .describe("Snippets inserted at named points. scope: 'qualify' | 'outreach'; insertion_point: 'prefix' | 'phase_1_5' | 'phase_2_extra' | 'suffix'."),
-        // sender
-        sender_override: senderOverride
-            .nullable()
-            .optional()
-            .describe("Override SDR identity at persona level ({name, title})."),
     }, async (params) => {
         try {
-            // SILO guard: the upsert escape hatch must NOT be used for outreach
-            // data. Outreach is its own concern with its own granular tools
-            // (update_persona_outreach_template, update_persona_outreach_signal_routing).
-            // Reject early with a clear pointer so the caller knows what to use.
-            if (params.outreach_signal_routing !== undefined ||
-                params.outreach_templates !== undefined ||
-                params.outreach_fields !== undefined) {
-                return toolError("SILO: upsert_persona does NOT accept outreach fields. " +
-                    "Use the dedicated outreach tools instead: " +
-                    "update_persona_outreach_template (add/replace/remove a template), " +
-                    "update_persona_outreach_signal_routing (patch the signal routing block). " +
-                    "For a read of the trio, use get_outreach_templates({ lead_group_id }).", {
-                    rejectedParams: [
-                        ...(params.outreach_signal_routing !== undefined
-                            ? ["outreach_signal_routing"]
-                            : []),
-                        ...(params.outreach_templates !== undefined
-                            ? ["outreach_templates"]
-                            : []),
-                        ...(params.outreach_fields !== undefined
-                            ? ["outreach_fields"]
-                            : []),
-                    ],
-                });
-            }
             const body = { name: params.name };
             if (params.id !== undefined)
                 body.id = params.id;
@@ -481,8 +356,6 @@ export function registerPersonaTools(server) {
                 body.targetProfile = params.target_profile;
             if (params.disqualification_criteria !== undefined)
                 body.disqualificationCriteria = params.disqualification_criteria;
-            if (params.messaging_guidelines !== undefined)
-                body.messagingGuidelines = params.messaging_guidelines;
             if (params.active_tools !== undefined)
                 body.activeTools = params.active_tools;
             if (params.hot_criteria !== undefined)
@@ -501,8 +374,6 @@ export function registerPersonaTools(server) {
                 body.icpStrategy = params.icp_strategy;
             if (params.strict_match !== undefined)
                 body.strictMatch = params.strict_match;
-            if (params.agent_domain !== undefined)
-                body.agentDomain = params.agent_domain;
             if (params.workflow_mode !== undefined)
                 body.workflowMode = params.workflow_mode;
             if (params.output_language !== undefined)
@@ -528,21 +399,11 @@ export function registerPersonaTools(server) {
                     rules: (params.signal_tier_rules.rules ?? []).map(mapSignalTierRule),
                 };
             }
-            // SILO: outreach_* params are accepted on the schema (so users discover
-            // they exist here) but ALWAYS rejected by the guard at the top of this
-            // handler. Outreach data flows through update_persona_outreach_template
-            // and update_persona_outreach_signal_routing only. The unreachable
-            // mapping code below was removed — TypeScript narrows the params to
-            // `never` after the guard, so the old branches would never run anyway.
-            if (params.tone_instructions !== undefined)
-                body.toneInstructions = params.tone_instructions;
             if (params.context !== undefined)
                 body.context = params.context;
             if (params.extra_prompt_phases !== undefined)
                 body.extraPromptPhases =
                     params.extra_prompt_phases.map(mapExtraPromptPhase);
-            if (params.sender_override !== undefined)
-                body.senderOverride = params.sender_override;
             const data = await getClient().post("/api/persona", body);
             return toolResult(data);
         }
@@ -730,17 +591,12 @@ export function registerPersonaTools(server) {
     // GRANULAR PATCH TOOLS — read-modify-write, scoped to one section each
     // ════════════════════════════════════════════════════════════════════════
     // ── update_persona_identity ────────────────────────────────────────────
-    server.tool("update_persona_identity", "Patch top-level scalar fields of a persona (name, description, agent_domain, " +
-        "output_language, workflow_mode, strict_match, enable_signals, sender_override). " +
+    server.tool("update_persona_identity", "Patch top-level scalar fields of a persona (name, description, " +
+        "output_language, workflow_mode, strict_match, enable_signals). " +
         "Pass only the fields you want to change. Other persona sections are untouched.", {
         id: z.string().describe("Persona ID."),
         name: z.string().min(1).optional().describe("New persona name."),
         description: z.string().nullable().optional().describe("Detailed description."),
-        agent_domain: z
-            .string()
-            .nullable()
-            .optional()
-            .describe("Agent identity string (e.g. 'for medtech companies')."),
         output_language: z
             .string()
             .nullable()
@@ -759,28 +615,20 @@ export function registerPersonaTools(server) {
             .boolean()
             .optional()
             .describe("Enable business signal detection for this persona."),
-        sender_override: senderOverride
-            .nullable()
-            .optional()
-            .describe("Override SDR identity at persona level ({name, title}). Pass null to clear."),
-    }, async ({ id, name, description, agent_domain, output_language, workflow_mode, strict_match, enable_signals, sender_override, }) => {
+    }, async ({ id, name, description, output_language, workflow_mode, strict_match, enable_signals, }) => {
         try {
             if (name === undefined &&
                 description === undefined &&
-                agent_domain === undefined &&
                 output_language === undefined &&
                 workflow_mode === undefined &&
                 strict_match === undefined &&
-                enable_signals === undefined &&
-                sender_override === undefined) {
+                enable_signals === undefined) {
                 return toolError("Provide at least one field to update.");
             }
             const current = await fetchPersona(id);
             const body = {};
             if (description !== undefined)
                 body.description = description;
-            if (agent_domain !== undefined)
-                body.agentDomain = agent_domain;
             if (output_language !== undefined)
                 body.outputLanguage = output_language;
             if (workflow_mode !== undefined)
@@ -789,8 +637,6 @@ export function registerPersonaTools(server) {
                 body.strictMatch = strict_match;
             if (enable_signals !== undefined)
                 body.enableSignals = enable_signals;
-            if (sender_override !== undefined)
-                body.senderOverride = sender_override;
             const data = await postPersonaUpdate(id, name ?? current.name, body);
             return toolResult(data);
         }
@@ -859,35 +705,6 @@ export function registerPersonaTools(server) {
             return handlePersonaToolError(error);
         }
     });
-    // ── update_persona_messaging ───────────────────────────────────────────
-    server.tool("update_persona_messaging", "Patch the messagingGuidelines JSON column (shallow merge). Common keys: tone, " +
-        "language, can_mention, must_not_mention, value_propositions. Other keys remain intact.", {
-        id: z.string().describe("Persona ID."),
-        patch: z
-            .record(z.unknown())
-            .optional()
-            .describe("Object whose keys are merged into existing messagingGuidelines (shallow)."),
-        remove_keys: z
-            .array(z.string())
-            .optional()
-            .describe("Keys to delete from messagingGuidelines."),
-    }, async ({ id, patch, remove_keys }) => {
-        try {
-            if ((patch === undefined || Object.keys(patch).length === 0) &&
-                (remove_keys === undefined || remove_keys.length === 0)) {
-                return toolError("Provide at least one of: patch (non-empty), remove_keys (non-empty).");
-            }
-            const current = await fetchPersona(id);
-            const next = { ...asObject(current.messagingGuidelines), ...(patch ?? {}) };
-            for (const k of remove_keys ?? [])
-                delete next[k];
-            const data = await postPersonaUpdate(id, current.name, { messagingGuidelines: next });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handlePersonaToolError(error);
-        }
-    });
     // ── update_persona_active_tools ────────────────────────────────────────
     server.tool("update_persona_active_tools", "Replace the activeTools list wholesale, OR add/remove specific entries while " +
         "preserving the rest. Use 'tools' to fully replace; use 'add' / 'remove' for " +
@@ -1090,151 +907,6 @@ export function registerPersonaTools(server) {
             return handlePersonaToolError(error);
         }
     });
-    // ── update_persona_outreach_template ───────────────────────────────────
-    server.tool("update_persona_outreach_template", "Add, replace, or remove a single outreach template without re-sending the whole " +
-        "list. Lookups are by template `id` (recommended) or by composite key " +
-        "(channel + signal + field_name) when no id is set. WARNING: if the persona's " +
-        "outreachSignalRouting.signals[] is configured, every template's `signal` must " +
-        "be in that list — the API rejects with 422 otherwise.", {
-        id: z.string().describe("Persona ID."),
-        action: z
-            .enum(["add", "replace", "remove"])
-            .describe("add = append; replace = overwrite by id (or composite key); remove = delete by id (or composite key)."),
-        template_id: z
-            .string()
-            .optional()
-            .describe("Template id for replace/remove. Preferred lookup key."),
-        lookup_channel: z
-            .string()
-            .optional()
-            .describe("Fallback lookup: channel. Used together with lookup_signal + lookup_field_name when template_id is absent."),
-        lookup_signal: z
-            .string()
-            .optional()
-            .describe("Fallback lookup: signal."),
-        lookup_field_name: z
-            .string()
-            .optional()
-            .describe("Fallback lookup: field_name."),
-        template: outreachTemplate
-            .optional()
-            .describe("Template payload. Required for 'add' and 'replace'. Schema: {id, channel, signal, field_name, signal_context, purpose, example, max_length, label, subject, body}."),
-    }, async ({ id, action, template_id, lookup_channel, lookup_signal, lookup_field_name, template, }) => {
-        try {
-            if ((action === "add" || action === "replace") && !template) {
-                return toolError(`template is required for action '${action}'.`);
-            }
-            const matches = (t) => {
-                if (template_id)
-                    return t.id === template_id;
-                if (lookup_channel || lookup_signal || lookup_field_name) {
-                    return ((lookup_channel === undefined || t.channel === lookup_channel) &&
-                        (lookup_signal === undefined || t.signal === lookup_signal) &&
-                        (lookup_field_name === undefined || t.fieldName === lookup_field_name));
-                }
-                return false;
-            };
-            if (action !== "add" && !template_id && !lookup_channel && !lookup_signal && !lookup_field_name) {
-                return toolError("Provide template_id (preferred) or composite lookup (lookup_channel + lookup_signal + lookup_field_name).");
-            }
-            const current = await fetchPersona(id);
-            const list = asArray(current.outreachTemplates).map((t) => ({ ...t }));
-            if (action === "add") {
-                list.push(mapOutreachTemplate(template));
-            }
-            else if (action === "replace") {
-                const idx = list.findIndex(matches);
-                if (idx === -1) {
-                    return toolError("No matching template found for the given lookup.");
-                }
-                list[idx] = mapOutreachTemplate(template);
-            }
-            else {
-                const before = list.length;
-                const filtered = list.filter((t) => !matches(t));
-                if (filtered.length === before) {
-                    return toolError("No matching template found for the given lookup.");
-                }
-                list.length = 0;
-                list.push(...filtered);
-            }
-            const data = await postPersonaUpdate(id, current.name, {
-                outreachTemplates: list,
-            });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handlePersonaToolError(error);
-        }
-    });
-    // ── update_persona_outreach_signal_routing ─────────────────────────────
-    server.tool("update_persona_outreach_signal_routing", "Patch the outreachSignalRouting block. signal_source_field and default_signal " +
-        "are scalar — passing one replaces it. signals[] is replaced wholesale when " +
-        "passed; use add_signals / remove_signals to splice instead. " +
-        "WARNING: default_signal must be present in signals[] (API rejects otherwise). " +
-        "Removing a signal that's still referenced by an outreachTemplate.signal will " +
-        "also be rejected.", {
-        id: z.string().describe("Persona ID."),
-        signal_source_field: z
-            .string()
-            .optional()
-            .describe("Card field to read (e.g. card_signals)."),
-        default_signal: z
-            .string()
-            .optional()
-            .describe("Default signal — must exist in signals[]."),
-        signals: z
-            .array(z.string())
-            .optional()
-            .describe("Full replacement of the signals list. Mutually exclusive with add_signals / remove_signals."),
-        add_signals: z
-            .array(z.string())
-            .optional()
-            .describe("Signals to add (deduped). Mutually exclusive with signals."),
-        remove_signals: z
-            .array(z.string())
-            .optional()
-            .describe("Signals to remove. Mutually exclusive with signals."),
-    }, async ({ id, signal_source_field, default_signal, signals, add_signals, remove_signals, }) => {
-        try {
-            if (signal_source_field === undefined &&
-                default_signal === undefined &&
-                signals === undefined &&
-                add_signals === undefined &&
-                remove_signals === undefined) {
-                return toolError("Provide at least one field to update.");
-            }
-            if (signals !== undefined &&
-                (add_signals !== undefined || remove_signals !== undefined)) {
-                return toolError("'signals' is mutually exclusive with add_signals / remove_signals.");
-            }
-            const current = await fetchPersona(id);
-            const existing = asObject(current.outreachSignalRouting);
-            const next = { ...existing };
-            if (signal_source_field !== undefined)
-                next.signalSourceField = signal_source_field;
-            if (default_signal !== undefined)
-                next.defaultSignal = default_signal;
-            if (signals !== undefined) {
-                next.signals = signals;
-            }
-            else if (add_signals !== undefined || remove_signals !== undefined) {
-                const set = new Set(asArray(existing.signals));
-                for (const s of add_signals ?? [])
-                    set.add(s);
-                for (const s of remove_signals ?? [])
-                    set.delete(s);
-                next.signals = Array.from(set);
-            }
-            const data = await postPersonaUpdate(id, current.name, {
-                outreachSignalRouting: next,
-            });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handlePersonaToolError(error);
-        }
-    });
     // ── update_persona_prompt_engineering ──────────────────────────────────
     server.tool("update_persona_prompt_engineering", "Patch free-form markdown prompt fields (normalization_rules, signal_guidance, " +
         "tone_instructions, context). Each is a separate scalar JSON column — passing " +

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agifyai/leadify-mcp",
-  "version": "3.6.3",
+  "version": "5.0.0",
   "description": "MCP server for Leadify lead management API",
   "type": "module",
   "main": "dist/index.js",