@agifyai/leadify-mcp 7.0.0 → 7.1.1

package/dist/tools/dataroom.js

@@ -249,27 +249,37 @@ async function mergeAndPut(organizationId, dry_run, patcher, validationHint) {
 // organization_id. The backend resolves the org server-side.
 export function registerDataRoomTools(server) {
     // ── get_data_room ──────────────────────────────────────────────────────
-    server.tool("get_data_room", "Retrieve the organization's data room: company info (v2 schema) and all documents. " +
-        "Use this as the entry point when you need to understand the company's context " +
-        "before writing campaigns or messages. " +
-        "By default, `personas[]` is NO LONGER included in the response (slimed down to " +
-        "keep the LLM context small — the data room itself was 158k chars). " +
-        "Pass `include_personas=true` to restore the legacy full payload (escape hatch). " +
-        "For per-persona queries, prefer the `list_personas` tool.", {
+    server.tool("get_data_room", "Retrieve compact data-room metadata by default. Documents are paginated and their content " +
+        "is omitted unless explicitly requested for named document IDs.", {
         organization_id: z.string().describe(ORG_ID_DESC),
-        include_personas: z
-            .boolean()
-            .optional()
-            .default(false)
-            .describe("If true, include the full `personas[]` array in the response (legacy " +
-            "behaviour, ~150k chars). If false (default), personas are omitted — use " +
-            "`list_personas` for per-persona queries."),
-    }, async ({ organization_id, include_personas }) => {
+        page: z.number().int().positive().optional().default(1).describe("Document page, starting at 1."),
+        limit: z.number().int().positive().max(50).optional().default(20).describe("Documents per page, max 50."),
+        category: z.string().optional().describe("Filter documents by category."),
+        search: z.string().optional().describe("Search document title and metadata."),
+        include_document_content_for_ids: z.array(z.string()).max(10).optional().describe("Explicit document IDs whose content is required."),
+        include_personas: z.boolean().optional().default(false).describe("Include personas only when explicitly required."),
+    }, async ({ organization_id, page, limit, category, search, include_document_content_for_ids, include_personas }) => {
         try {
-            const data = await fetchDataRoom(organization_id, {
-                includePersonas: include_personas === true,
+            const state = await fetchDataRoom(organization_id, { includePersonas: include_personas === true });
+            const room = state.dataRoom && typeof state.dataRoom === "object" ? state.dataRoom : state;
+            const documents = Array.isArray(room.documents) ? room.documents : [];
+            const term = search?.toLowerCase();
+            const filtered = documents.filter((document) => {
+                const value = document && typeof document === "object" ? document : {};
+                if (category && value.category !== category)
+                    return false;
+                return !term || JSON.stringify({ title: value.title, name: value.name, category: value.category }).toLowerCase().includes(term);
             });
-            return toolResult(data);
+            const start = (page - 1) * limit;
+            const requested = new Set(include_document_content_for_ids ?? []);
+            const items = filtered.slice(start, start + limit).map((document) => {
+                const value = document && typeof document === "object" ? document : {};
+                const compact = { id: value.id, title: value.title ?? value.name, category: value.category, createdAt: value.createdAt, updatedAt: value.updatedAt };
+                if (requested.has(String(value.id)))
+                    compact.content = value.content;
+                return compact;
+            });
+            return toolResult({ company_info: room.companyInfo, documents: items, pagination: { page, limit, total: filtered.length, totalPages: Math.ceil(filtered.length / limit) } });
         }
         catch (error) {
             return handleToolError(error);

package/dist/tools/leads.js

@@ -1,6 +1,24 @@
 import { z } from "zod";
 import { getClient } from "../client.js";
 import { toolResult, handleToolError } from "../types.js";
+const DEFAULT_LEAD_FIELDS = ["firstName", "lastName", "email", "company", "jobTitle", "linkedin"];
+function projectLead(lead, fields) {
+    const source = lead && typeof lead === "object" ? lead : {};
+    const data = source.data && typeof source.data === "object" ? source.data : {};
+    const projected = { id: source.id };
+    for (const field of fields)
+        if (data[field] !== undefined)
+            projected[field] = data[field];
+    return projected;
+}
+function compactLeadsResponse(data, fields, includeSchema) {
+    const source = data && typeof data === "object" ? data : {};
+    const leads = Array.isArray(source.leads) ? source.leads : [];
+    const result = { leads: leads.map((lead) => projectLead(lead, fields)), pagination: source.pagination };
+    if (includeSchema)
+        result.schema = source.schema;
+    return result;
+}
 export function registerLeadTools(server) {
     // ── add_leads ──────────────────────────────────────────────────────────
     server.tool("add_leads", "Add one or more leads to a specific lead group in Leadify. Provide the group ID " +
@@ -42,11 +60,9 @@ export function registerLeadTools(server) {
     });
     // ── get_leads ──────────────────────────────────────────────────────────
     server.tool("get_leads", "Search and list leads from a Leadify lead group with optional filtering, search, " +
-        "and pagination. Supports field-level filters with operators (equals, not_equals, " +
-        "contains, not_contains, gte, lte, is_true, is_false, is_null, is_not_null), " +
-        "full-text search, and saved views. Returns paginated results with lead data and " +
-        "the group schema. Use this to browse, search, or filter leads. For retrieving " +
-        "a single lead by its ID, use get_lead instead.", {
+        "full-text search, saved views, and compact field projections. Returns lead ID plus " +
+        "common identity fields by default. Pass `fields` for a workflow-specific projection " +
+        "and `include_schema=true` only when the schema is explicitly needed.", {
         group_id: z.string().describe("ID of the lead group to query."),
         view_id: z
             .string()
@@ -69,6 +85,8 @@ export function registerLeadTools(server) {
             .string()
             .optional()
             .describe("Full-text search term applied across all fields."),
+        fields: z.array(z.string()).min(1).max(30).optional().describe("Lead data fields to return. Defaults to a compact identity projection."),
+        include_schema: z.boolean().optional().default(false).describe("Include the complete group schema only when explicitly needed."),
         filters: z
             .record(z.record(z.string()))
             .optional()
@@ -76,7 +94,7 @@ export function registerLeadTools(server) {
             "operator to value. Operators: equals, not_equals, contains, not_contains, " +
             "gte, lte, is_true, is_false, is_null, is_not_null. " +
             'Example: {"industry": {"contains": "tech"}, "company": {"is_not_null": "true"}}'),
-    }, async ({ group_id, view_id, page, limit, search, filters }) => {
+    }, async ({ group_id, view_id, page, limit, search, fields, include_schema, filters }) => {
         try {
             const params = new URLSearchParams();
             params.set("groupId", group_id);
@@ -96,29 +114,32 @@ export function registerLeadTools(server) {
                 }
             }
             const data = await getClient().get("/get-leads", params);
-            return toolResult(data);
+            return toolResult(compactLeadsResponse(data, fields ?? DEFAULT_LEAD_FIELDS, include_schema));
         }
         catch (error) {
             return handleToolError(error);
         }
     });
     // ── get_lead ───────────────────────────────────────────────────────────
-    server.tool("get_lead", "Retrieve full details for a single lead by its ID, including all data fields, " +
-        "group membership, creation/update timestamps, related leads (if relations are " +
-        "configured), and the group schema. Use this when you already have a lead ID " +
-        "and need its complete information. For searching or browsing multiple leads, " +
-        "use get_leads instead. " +
-        "Note: the group schema lives at `lead.group.schema` (no top-level `schema` " +
-        "field). System-level `select` field options (qualification_level, " +
-        "qualification_status, seniority, institution_type) are reconciled against the " +
-        "canonical registry, so all legitimate values are listed.", {
+    server.tool("get_lead", "Retrieve a compact projection for a single lead. Defaults to identity fields only; " +
+        "request fields for workflow-specific data and include_schema only when needed.", {
         id: z.string().describe("The unique ID of the lead to retrieve."),
-    }, async ({ id }) => {
+        fields: z.array(z.string()).min(1).max(30).optional().describe("Lead data fields to return."),
+        include_schema: z.boolean().optional().default(false).describe("Include the group schema only when explicitly needed."),
+    }, async ({ id, fields, include_schema }) => {
         try {
             const params = new URLSearchParams();
             params.set("id", id);
             const data = await getClient().get("/get-lead", params);
-            return toolResult(data);
+            const source = data && typeof data === "object" ? data : {};
+            const lead = source.lead;
+            const result = { lead: projectLead(lead, fields ?? DEFAULT_LEAD_FIELDS) };
+            if (include_schema && lead && typeof lead === "object") {
+                const group = lead.group;
+                if (group && typeof group === "object")
+                    result.schema = group.schema;
+            }
+            return toolResult(result);
         }
         catch (error) {
             return handleToolError(error);

package/dist/tools/logs.js

@@ -124,6 +124,7 @@ export function registerLogTools(server) {
             .max(100)
             .optional()
             .describe("Results per page. Defaults to 50, max 100."),
+        include_message_for_log_ids: z.array(z.string()).max(10).optional().describe("Explicit log IDs whose complete message is required."),
         sort_by: z
             .enum(["createdAt", "level", "action", "campaignSlug"])
             .optional()
@@ -158,7 +159,17 @@ export function registerLogTools(server) {
             if (params.sort_order)
                 qp.set("sort_order", params.sort_order);
             const data = await getClient().get("/get-lead-logs", qp);
-            return toolResult(data);
+            const source = data && typeof data === "object" ? data : {};
+            const requested = new Set(params.include_message_for_log_ids ?? []);
+            const logs = Array.isArray(source.data) ? source.data : [];
+            const compact = logs.map((log) => {
+                const value = log && typeof log === "object" ? log : {};
+                const item = { id: value.id, leadId: value.leadId, campaignSlug: value.campaignSlug, campaignName: value.campaignName, action: value.action, level: value.level, createdAt: value.createdAt, errorCode: value.errorCode, retryCount: value.retryCount };
+                if (requested.has(String(value.id)))
+                    item.message = value.message;
+                return item;
+            });
+            return toolResult({ logs: compact, pagination: source.pagination });
         }
         catch (error) {
             return handleToolError(error);

package/dist/tools/pipeline.js

@@ -4,7 +4,7 @@ import { toolResult, toolError, handleToolError } from "../types.js";
 export function registerPipelineTools(server) {
     // ── trigger_outreach ─────────────────────────────────────────────────────
     server.tool("trigger_outreach", "Generate the outreach message SEQUENCE for a lead via the Trigger.dev agent " +
-        "(Leadify v2 writer). The agent is a PURE MESSAGE WRITER: it produces a multi-touch " +
+        "(Leadify v3 writer). The agent is a PURE MESSAGE WRITER: it produces a multi-touch " +
         "sequence (card_connexion, card_linkedin_one/two/three, card_email_one/two/three plus " +
         "their subjects), filtered to the channels the lead can actually receive. It does NOT " +
         "score, tier, analyse or research — there is no card_analysis/card_research/score/tier " +
@@ -27,7 +27,14 @@ export function registerPipelineTools(server) {
         "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.", {
+        "blindly retrying to avoid duplicate generation. " +
+        "CARDS SUBSET (cards_to_generate): pass an explicit list of card names to restrict " +
+        "the generation to a specific subset. Use this for single-touch campaigns or " +
+        "when the full 10-card cycle is not needed. Omit to generate the full sequence " +
+        "(default). Subject fields (card_email_one_subject, etc.) should always accompany " +
+        "their body card. Valid card names: card_connexion, card_linkedin_one, " +
+        "card_linkedin_two, card_linkedin_three, card_email_one, card_email_one_subject, " +
+        "card_email_two, card_email_two_subject, card_email_three, card_email_three_subject.", {
         lead_id: z.string().describe("ID of the lead to generate a message for."),
         dryrun: z
             .boolean()
@@ -42,7 +49,28 @@ export function registerPipelineTools(server) {
             .default(false)
             .describe("true = bypass the 'already has a message?' check so you can re-generate. " +
             "false (default) = normal behaviour: skip leads that already have card_message."),
-    }, async ({ lead_id, dryrun, force }) => {
+        cards_to_generate: z
+            .array(z.enum([
+            "card_connexion",
+            "card_linkedin_one",
+            "card_linkedin_two",
+            "card_linkedin_three",
+            "card_email_one",
+            "card_email_one_subject",
+            "card_email_two",
+            "card_email_two_subject",
+            "card_email_three",
+            "card_email_three_subject",
+        ]))
+            .min(1)
+            .optional()
+            .describe("Optional subset of outreach cards to generate. When omitted, all cards are " +
+            "generated (default behaviour — full 10-card sequence). When provided, ONLY " +
+            "these cards are generated. Example for single-touch: " +
+            "['card_connexion', 'card_linkedin_one', 'card_email_one', 'card_email_one_subject']. " +
+            "Subject fields must always accompany their body card. Cards for channels the " +
+            "lead doesn't have (e.g. email when no email address) are silently dropped."),
+    }, async ({ lead_id, dryrun, force, cards_to_generate }) => {
         try {
             // Resolve leadGroupId server-side. The Trigger.dev task payload requires
             // `leadGroupId`, but the lead_id alone is enough on the MCP side — we
@@ -68,6 +96,9 @@ export function registerPipelineTools(server) {
                 dryrun,
                 force,
             };
+            if (cards_to_generate && cards_to_generate.length > 0) {
+                body.cardsToGenerate = cards_to_generate;
+            }
             const data = (await getClient().post("/api/trigger-outreach", body));
             // Decorate the response with a Trigger.dev run deep-link when the
             // backend didn't ship one. Applies to BOTH success and failure paths

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agifyai/leadify-mcp",
-  "version": "7.0.0",
+  "version": "7.1.1",
   "description": "MCP server for Leadify lead management API",
   "type": "module",
   "main": "dist/index.js",