@agifyai/leadify-mcp 5.0.1 → 6.0.1

package/dist/server.js

@@ -11,12 +11,12 @@ import { registerDataSourceTools } from "./tools/datasources.js";
 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";
+import { registerFineTuningTools } from "./tools/fine_tuning.js";
 export function createServer() {
     const server = new McpServer({
         name: "leadify",
-        version: "3.6.2",
+        version: "6.0.0",
     });
     registerAuthTools(server);
     registerOrganizationTools(server);
@@ -30,7 +30,7 @@ export function createServer() {
     registerDataRoomTools(server);
     registerDataSourceTools(server);
     registerPersonaTools(server);
-    registerOutreachSettingsTools(server);
     registerPipelineTools(server);
+    registerFineTuningTools(server);
     return server;
 }

package/dist/tools/dataroom.js

@@ -276,16 +276,17 @@ 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 only (identity, pitch, constraints, curated products, economics " +
-        "triggers/baseline, product ICP roles, proof wording). " +
+    server.tool("get_outreach_context", "Get a lean outreach context for a lead group. Returns the shape " +
+        "`{ leadGroupId, leadGroupName, organizationId, company }` where `company` is the " +
+        "outreach-relevant slice of companyInfo (identity, pitch, constraints, curated " +
+        "products, economics triggers/baseline, product ICP roles, proof wording). " +
         "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. " +
-        "NOTE: the `outreach` settings block is NOT returned by this tool — " +
-        "outreach configuration (positioning, tone, rules, templates, etc.) is " +
-        "managed exclusively via the Fine Tuning tools (append_fine_tuning / " +
-        "set_fine_tuning / get_fine_tuning). " +
+        "Does NOT require a persona: the group needs no linked persona and an empty data " +
+        "room returns success (not an error). No persona or outreach block is returned. " +
+        "Outreach configuration (positioning, tone, rules, templates, etc.) is managed " +
+        "exclusively via the Fine Tuning tools (append_fine_tuning / set_fine_tuning / " +
+        "get_fine_tuning). " +
         "Use this instead of get_data_room + get_lead_group_persona in the outreach " +
         "pipeline Phase 0.", {
         lead_group_id: z.string().describe("ID of the lead group to resolve context for."),

package/dist/tools/fine_tuning.js

@@ -24,14 +24,14 @@ export function registerFineTuningTools(server) {
         "Read STRICTLY from the FineTuning model — zero OutreachSettings mixed in. " +
         "Use this when editing the Fine Tuning page or when an agent needs the copywriting " +
         "guardrails (rules + pitfalls + structure + examples + languages). " +
-        "DO NOT use get_outreach_settings for this: that endpoint returns 100× more payload " +
-        "and is for the Outreach agent preflight, not for fine tuning. " +
         "Upsert-on-read: if no FineTuning row exists for the lead group, one is created " +
         "with defaults, so the response shape is always stable.", {
         lead_group_id: z
             .string()
             .describe("ID of the lead group whose fine tuning configuration to fetch. " +
-            "Resolve via list_organizations + get_leads if needed."),
+            "Pass the lead_group_id directly; if you need to resolve it, use " +
+            "pipeline_next_lead (do NOT use get_leads — its payload is huge and is " +
+            "banned in the outreach pipeline)."),
     }, async ({ lead_group_id }) => {
         try {
             const data = await getClient().get(`/api/lead-group/${encodeURIComponent(lead_group_id)}/fine-tuning`);

package/dist/tools/lead_groups.js

@@ -159,21 +159,19 @@ export function registerLeadGroupTools(server) {
     server.tool("get_lead_group_persona", "Retrieve the persona assigned to a specific lead group, with group context. " +
         "Returns null persona if none is assigned. Use this to check what targeting " +
         "rules apply to a group before generating messages. " +
-        "By default, `persona` is SLIM ({id, name, organizationId}) — about ~150 chars " +
-        "instead of 63k — just enough to resolve the org / link the persona to a lead group. " +
-        "Pass `view=outreach` to get the outreach-specific projection (only when you actually " +
-        "need the outreach trio — prefer the dedicated get_outreach_templates tool for that). " +
+        "By default, `persona` uses the OUTREACH projection (messaging + targeting), " +
+        "the lean supported view. Pass `view=full` only when you need the complete " +
+        "persona payload — prefer the dedicated get_outreach_templates tool for the outreach trio. " +
         "SILO: outreach data is its own concern. It does not leak into the default persona payload.", {
         lead_group_id: z.string().describe("Lead group ID."),
         view: z
-            .enum(["slim", "outreach"])
+            .enum(["full", "outreach"])
             .optional()
-            .default("slim")
+            .default("outreach")
             .describe("Persona projection. " +
-            "'slim' (default) = {id, name, organizationId} — fast, context-friendly. " +
-            "'outreach' = projection used by the outreach agent (messaging + targeting). " +
-            "The legacy 'full' view is gone (SILO enforcement) — use get_persona + " +
-            "get_outreach_templates for a complete picture, scoped per concern."),
+            "'outreach' (default) = projection used by the outreach agent (messaging + targeting). " +
+            "'full' = the complete persona payload. " +
+            "Prefer get_persona + get_outreach_templates for a complete picture, scoped per concern."),
     }, async ({ lead_group_id, view }) => {
         try {
             const params = new URLSearchParams();

package/dist/tools/pipeline.js

@@ -21,7 +21,13 @@ export function registerPipelineTools(server) {
         "`get_lead` call); the caller only needs `lead_id`. " +
         "The response is decorated with a Trigger.dev `traceUrl` deep-link when missing " +
         "(https://cloud.trigger.dev/runs/{runId}), so you can always jump to the trace. " +
-        "Waits up to 300s for the remote agent to complete.", {
+        "WAIT BEHAVIOR: this is a single blocking HTTP call to the backend with no " +
+        "client-side timeout — the wait is entirely server-side. The backend may return " +
+        "BEFORE the agent finishes (observed ~120s) with `status: EXECUTING` and a runId; " +
+        "this is NOT a failure — the run keeps going server-side, follow it via the " +
+        "traceUrl. In dry-run (dryrun=true) the call is safe to retry, since nothing is " +
+        "persisted; for production writes (dryrun=false) prefer following the trace over " +
+        "blindly retrying to avoid duplicate generation.", {
         lead_id: z.string().describe("ID of the lead to generate a message for."),
         dryrun: z
             .boolean()

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agifyai/leadify-mcp",
-  "version": "5.0.1",
+  "version": "6.0.1",
   "description": "MCP server for Leadify lead management API",
   "type": "module",
   "main": "dist/index.js",
@@ -12,7 +12,7 @@
     "README.md"
   ],
   "scripts": {
-    "build": "tsc && chmod +x dist/index.js",
+    "build": "rm -rf dist && tsc && chmod +x dist/index.js",
     "start": "node dist/index.js",
     "dev": "tsc --watch",
     "prepublishOnly": "npm run build"

package/dist/tools/outreach_settings.d.ts

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

package/dist/tools/outreach_settings.js

@@ -1,1004 +0,0 @@
-import { z } from "zod";
-import { getClient } from "../client.js";
-import { toolResult, toolError, handleToolError } from "../types.js";
-// ── Schemas mirror apps/server/src/lib/outreach-settings-schemas.ts ────────
-const sequenceBlock = z
-    .object({
-    goal: z.string().optional(),
-    coreElements: z.array(z.string()).optional(),
-})
-    .passthrough();
-const positioning = z
-    .object({
-    dream: z.string().max(200).optional(),
-    fear: z.string().max(200).optional(),
-    whyNow: z.string().max(200).optional(),
-})
-    .passthrough();
-const sequenceDesign = z
-    .object({
-    connexion: sequenceBlock.optional(),
-    linkedin: z
-        .object({
-        one: sequenceBlock.optional(),
-        two: sequenceBlock.optional(),
-        three: sequenceBlock.optional(),
-    })
-        .partial()
-        .passthrough()
-        .optional(),
-    email: z
-        .object({
-        one: sequenceBlock.optional(),
-        two: sequenceBlock.optional(),
-        three: sequenceBlock.optional(),
-    })
-        .partial()
-        .passthrough()
-        .optional(),
-})
-    .passthrough();
-const rules = z
-    .object({
-    forbidden: z.array(z.string()).optional(),
-    priority: z.array(z.string()).optional(),
-    format: z
-        .object({
-        signatureEmail: z.string().optional(),
-        signatureLinkedin: z.string().optional(),
-        vouvoiement: z.boolean().optional(),
-        bannedChars: z.array(z.string()).optional(),
-        bannedStyles: z.array(z.string()).optional(),
-        maxWordsPerSentence: z.number().int().positive().optional(),
-    })
-        .passthrough()
-        .optional(),
-})
-    .passthrough();
-const caseStudy = z
-    .object({
-    title: z.string().min(1),
-    summary: z.string().max(200),
-    idealFor: z.string().optional(),
-    proofPoints: z.array(z.string()).optional(),
-})
-    .passthrough();
-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/${encodeURIComponent(leadGroupId)}/outreach-settings`);
-    return data;
-}
-async function putPartial(leadGroupId, body) {
-    return getClient().put(`/api/lead-group/${encodeURIComponent(leadGroupId)}/outreach-settings`, body);
-}
-export function registerOutreachSettingsTools(server) {
-    // ── get_outreach_settings ──────────────────────────────────────────────
-    server.tool("get_outreach_settings", "Get the outreach settings (positioning, sequence design, rules, URLs, case studies) " +
-        "for a specific lead group / campaign. The settings drive the [Leadify] Outreach agent " +
-        "preflight. GET auto-creates a row with defaults on first read. " +
-        "Pass `sections` (CSV) to slice the response and avoid saturating the LLM context " +
-        "when you only need one part (e.g. 'positioning,urls'). Allowed: " +
-        "positioning, sequenceDesign, rules, caseStudies, urls, connection.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        sections: z
-            .string()
-            .optional()
-            .describe("Optional CSV of section names to return. " +
-            "Allowed values: positioning, sequenceDesign, rules, caseStudies, urls, connection. " +
-            "If omitted, the full row is returned (legacy behaviour). " +
-            "Use this to keep the LLM context small when you only need one section."),
-    }, async ({ lead_group_id, sections }) => {
-        try {
-            const params = new URLSearchParams();
-            if (sections)
-                params.set("sections", sections);
-            const data = await getClient().get(`/api/lead-group/${encodeURIComponent(lead_group_id)}/outreach-settings`, params);
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_outreach_settings ───────────────────────────────────────────
-    // Full-form escape hatch: set the whole block at once. Prefer the
-    // granular tools below when you only want to touch a single slot / field.
-    server.tool("update_outreach_settings", "Full-form update (escape hatch). Replaces JSON blocks wholesale when " +
-        "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 / 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()
-            .optional()
-            .describe("If true, first touchpoint is a LinkedIn connection request; if false, " +
-            "card_linkedin_one is written as a cold message."),
-        positioning: positioning.optional().describe("Value Equation — 3 short phrases (200 chars max each): dream (what this lead " +
-            "group wants), fear (what they dread), whyNow (why act now rather than later)."),
-        sequence_design: sequenceDesign
-            .optional()
-            .describe("Per-message blueprints keyed by channel/slot (connexion, linkedin.one/two/three, " +
-            "email.one/two/three). Each block = {goal, coreElements[]}."),
-        rules: rules
-            .optional()
-            .describe("Formatting/content rules: forbidden phrases, priority points, and format " +
-            "(signatures, vouvoiement, bannedChars, bannedStyles, maxWordsPerSentence)."),
-        booking_url: urlValue.describe("Booking URL (e.g. Cal.com). Empty string or null clears it."),
-        website_url: urlValue.describe("Website URL. Empty string or null clears it."),
-        case_studies: z
-            .array(caseStudy)
-            .max(5)
-            .optional()
-            .describe("Up to 5 case studies used as proof (title, summary ≤200 chars, idealFor, proofPoints[])."),
-        // ── 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)
-                body.positioning = pos;
-            if (sequence_design !== undefined)
-                body.sequenceDesign = sequence_design;
-            if (rls !== undefined)
-                body.rules = rls;
-            if (booking_url !== undefined)
-                body.bookingUrl = booking_url;
-            if (website_url !== undefined)
-                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);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_outreach_positioning ────────────────────────────────────────
-    server.tool("update_outreach_positioning", "Patch only the positioning block (dream/fear/whyNow). Reads the current " +
-        "positioning, merges the fields you pass, and writes it back. Pass any " +
-        "subset of dream/fear/whyNow — unspecified fields stay intact.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        dream: z
-            .string()
-            .max(200)
-            .optional()
-            .describe("What this lead group wants (≤200 chars)."),
-        fear: z
-            .string()
-            .max(200)
-            .optional()
-            .describe("What they dread (≤200 chars)."),
-        whyNow: z
-            .string()
-            .max(200)
-            .optional()
-            .describe("Why act now rather than later (≤200 chars)."),
-    }, async ({ lead_group_id, dream, fear, whyNow }) => {
-        try {
-            if (dream === undefined && fear === undefined && whyNow === undefined) {
-                return toolError("Provide at least one of: dream, fear, whyNow.");
-            }
-            const current = await fetchCurrentSettings(lead_group_id);
-            const merged = {
-                ...(current.positioning ?? {}),
-                ...(dream !== undefined && { dream }),
-                ...(fear !== undefined && { fear }),
-                ...(whyNow !== undefined && { whyNow }),
-            };
-            const data = await putPartial(lead_group_id, { positioning: merged });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_outreach_sequence_slot ──────────────────────────────────────
-    server.tool("update_outreach_sequence_slot", "Patch a single sequence slot (connexion, linkedin.one/two/three, or " +
-        "email.one/two/three). Reads the current sequenceDesign, mutates just the " +
-        "target slot, and writes the whole block back so other slots are untouched. " +
-        "goal and coreElements within the slot are each replaced wholesale when passed.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        channel: z
-            .enum(["connexion", "linkedin", "email"])
-            .describe("Channel: 'connexion' (single slot, LinkedIn invite note), 'linkedin' " +
-            "(slots one/two/three), or 'email' (slots one/two/three)."),
-        slot: z
-            .enum(["one", "two", "three"])
-            .optional()
-            .describe("Slot index. Required when channel is 'linkedin' or 'email'. Ignored for 'connexion'."),
-        goal: z
-            .string()
-            .optional()
-            .describe("The message goal (one sentence)."),
-        core_elements: z
-            .array(z.string())
-            .optional()
-            .describe("List of elements the message must include (short bullet points). Replaces the array wholesale."),
-    }, async ({ lead_group_id, channel, slot, goal, core_elements }) => {
-        try {
-            if (goal === undefined && core_elements === undefined) {
-                return toolError("Provide at least one of: goal, core_elements.");
-            }
-            if (channel !== "connexion" && !slot) {
-                return toolError(`slot is required when channel is '${channel}'.`);
-            }
-            const current = await fetchCurrentSettings(lead_group_id);
-            const next = { ...(current.sequenceDesign ?? {}) };
-            if (channel === "connexion") {
-                const existing = (next.connexion ?? {});
-                next.connexion = {
-                    ...existing,
-                    ...(goal !== undefined && { goal }),
-                    ...(core_elements !== undefined && { coreElements: core_elements }),
-                };
-            }
-            else {
-                const channelExisting = {
-                    ...(next[channel] ?? {}),
-                };
-                const slotExisting = (channelExisting[slot] ??
-                    {});
-                channelExisting[slot] = {
-                    ...slotExisting,
-                    ...(goal !== undefined && { goal }),
-                    ...(core_elements !== undefined && { coreElements: core_elements }),
-                };
-                next[channel] = channelExisting;
-            }
-            const data = await putPartial(lead_group_id, { sequenceDesign: next });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_outreach_rules ──────────────────────────────────────────────
-    server.tool("update_outreach_rules", "Patch only the rules block. forbidden and priority arrays are replaced " +
-        "wholesale when passed. format.* sub-fields are deep-merged individually " +
-        "(signatureEmail/signatureLinkedin/vouvoiement/bannedChars/bannedStyles/" +
-        "maxWordsPerSentence) — pass only what you want to change.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        forbidden: z
-            .array(z.string())
-            .optional()
-            .describe("Forbidden phrases (replaces the array when passed)."),
-        priority: z
-            .array(z.string())
-            .optional()
-            .describe("Priority points (replaces the array when passed)."),
-        format: z
-            .object({
-            signatureEmail: z.string().optional(),
-            signatureLinkedin: z.string().optional(),
-            vouvoiement: z.boolean().optional(),
-            bannedChars: z.array(z.string()).optional(),
-            bannedStyles: z.array(z.string()).optional(),
-            maxWordsPerSentence: z.number().int().positive().optional(),
-        })
-            .passthrough()
-            .optional()
-            .describe("Format sub-fields: only fields passed are updated. Arrays (bannedChars/bannedStyles) are replaced wholesale."),
-    }, async ({ lead_group_id, forbidden, priority, format }) => {
-        try {
-            if (forbidden === undefined &&
-                priority === undefined &&
-                format === undefined) {
-                return toolError("Provide at least one of: forbidden, priority, format.");
-            }
-            const current = await fetchCurrentSettings(lead_group_id);
-            const currentRules = (current.rules ?? {});
-            const next = { ...currentRules };
-            if (forbidden !== undefined)
-                next.forbidden = forbidden;
-            if (priority !== undefined)
-                next.priority = priority;
-            if (format !== undefined) {
-                next.format = {
-                    ...(currentRules.format ?? {}),
-                    ...format,
-                };
-            }
-            const data = await putPartial(lead_group_id, { rules: next });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_outreach_case_study ─────────────────────────────────────────
-    server.tool("update_outreach_case_study", "Add, replace, or remove a single case study without re-sending the whole " +
-        "list. Reads the current caseStudies array, mutates the target entry, " +
-        "and writes the full list back. Cap is 5 entries.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        action: z
-            .enum(["add", "replace", "remove"])
-            .describe("add = append (fails if list is at cap 5); replace = overwrite at index; remove = delete at index."),
-        index: z
-            .number()
-            .int()
-            .nonnegative()
-            .optional()
-            .describe("Zero-based index. Required for 'replace' and 'remove'. Ignored for 'add'."),
-        case_study: caseStudy
-            .optional()
-            .describe("Case study payload (title, summary ≤200 chars, idealFor, proofPoints[]). Required for 'add' and 'replace'."),
-    }, async ({ lead_group_id, action, index, case_study }) => {
-        try {
-            if ((action === "add" || action === "replace") && !case_study) {
-                return toolError(`case_study 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.caseStudies)
-                ? [...current.caseStudies]
-                : [];
-            if (action === "add") {
-                if (list.length >= 5) {
-                    return toolError("Cannot add — case studies list is at cap (5). Use 'replace' or 'remove' first.");
-                }
-                list.push(case_study);
-            }
-            else if (action === "replace") {
-                if (index < 0 || index >= list.length) {
-                    return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
-                }
-                list[index] = case_study;
-            }
-            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, { caseStudies: list });
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_outreach_urls ───────────────────────────────────────────────
-    server.tool("update_outreach_urls", "Patch bookingUrl and/or websiteUrl only. Empty string or null clears a " +
-        "field. Other outreach settings are untouched.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        booking_url: urlValue.describe("Booking URL (e.g. Cal.com). Empty string or null clears it."),
-        website_url: urlValue.describe("Website URL. Empty string or null clears it."),
-    }, async ({ lead_group_id, booking_url, website_url }) => {
-        try {
-            if (booking_url === undefined && website_url === undefined) {
-                return toolError("Provide at least one of: booking_url, website_url.");
-            }
-            const body = {};
-            if (booking_url !== undefined)
-                body.bookingUrl = booking_url;
-            if (website_url !== undefined)
-                body.websiteUrl = website_url;
-            const data = await putPartial(lead_group_id, body);
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── set_outreach_connection_request ────────────────────────────────────
-    server.tool("set_outreach_connection_request", "Toggle whether the first LinkedIn touchpoint is a connection request " +
-        "(true) or a cold direct message (false). When false, card_linkedin_one " +
-        "is written as a cold first-contact message and the update_lead handler " +
-        "rejects any write to card_connexion.", {
-        lead_group_id: z.string().describe("Lead group ID."),
-        enabled: z
-            .boolean()
-            .describe("true = connection request first; false = cold DM."),
-    }, async ({ lead_group_id, enabled }) => {
-        try {
-            const data = await putPartial(lead_group_id, {
-                connectionRequestEnabled: enabled,
-            });
-            return toolResult(data);
-        }
-        catch (error) {
-            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);
-        }
-    });
-}