@agifyai/leadify-mcp 8.5.5 → 8.6.1

package/dist/tools/dataroom.js

@@ -1,889 +0,0 @@
-import { z } from "zod";
-import { getClient } from "../client.js";
-import { toolResult, toolError, handleToolError } from "../types.js";
-// ─── Mirror of the backend companyInfo v2 schema ───────────────────────────
-//
-// SOURCE OF TRUTH:
-//   github.com/AgifyAI/leadify → apps/server/src/lib/data-room-schemas.ts
-//
-// Keep in sync. The backend validates every PUT against the full v2 schema
-// and REPLACES companyInfo wholesale (no server-side merge). Every granular
-// patch tool below therefore fetches the current companyInfo, mutates the
-// target block, and PUTs the FULL merged object back.
-//
-// The backend now returns ALL zod issues at once under `issues[]` in the
-// 422 body (see formatZodError in apps/server/src/lib/persona-schemas.ts).
-// handleToolError in ../types.ts surfaces that array in the tool error.
-const COMPANY_INFO_SCHEMA_VERSION = 2;
-const STAGES = ["early", "growth", "scaling", "enterprise"];
-const PRODUCT_CATEGORIES = ["saas", "medical_device", "service", "mixed"];
-const CE_CLASSES = ["I", "IIa", "IIb", "III"];
-const REIMBURSEMENT_STATUSES = ["none", "in_progress", "local", "national"];
-const PRICING_MODELS = ["saas_per_site", "saas_per_exam", "capex", "service", "mixed"];
-const CURRENCIES = ["EUR", "USD"];
-const CONSTRAINT_TYPES = ["regulatory", "brand", "legal"];
-const GEO_REGIONS = [
-    "eu_western_fr",
-    "eu_western_others",
-    "eu_nordics",
-    "eu_central_eastern",
-    "north_america",
-    "apac",
-    "latam",
-    "mena_africa",
-];
-const CHAR_LIMITS = {
-    name: 200,
-    website: 500,
-    pitchOneLiner: 200,
-    marketSpecialty: 100,
-    constraintLabel: 150,
-    constraintNote: 150,
-    topUseCase: 150,
-    differentiator: 150,
-    notFor: 200,
-    triggerItem: 150,
-    defaultBaseline: 200,
-    keyMetric: 150,
-    miniStory: 300,
-    productName: 100,
-    categoryDetail: 150,
-    outcomeUser: 200,
-    outcomeBuyer: 200,
-    establishmentType: 150,
-    technicalPrereq: 200,
-    championRole: 150,
-    budgetDeciderRole: 150,
-    coDeciderRole: 100,
-    forbiddenWord: 100,
-};
-const PRODUCT_HARD_LIMIT = 5;
-// ─── Sub-schemas ───────────────────────────────────────────────────────────
-const constraintSchema = z.object({
-    label: z.string().max(CHAR_LIMITS.constraintLabel),
-    type: z.enum(CONSTRAINT_TYPES),
-    note: z.string().max(CHAR_LIMITS.constraintNote).optional(),
-});
-const geoSchema = z.object({
-    regions: z.array(z.enum(GEO_REGIONS)).default([]),
-    countriesIncluded: z.array(z.string().length(2)).default([]),
-    countriesExcluded: z.array(z.string().length(2)).default([]),
-});
-const snapshotSchema = z.object({
-    pitchOneLiner: z.string().max(CHAR_LIMITS.pitchOneLiner),
-    marketSpecialty: z.string().max(CHAR_LIMITS.marketSpecialty),
-    stage: z.enum(STAGES),
-    salesTeamSizeFR: z.number().int().min(0),
-    geo: geoSchema,
-    constraints: z.array(constraintSchema).max(10).default([]),
-});
-const regulatorySchema = z.object({
-    ceMarked: z.boolean(),
-    ceClass: z.enum(CE_CLASSES).nullable(),
-    reimbursementStatus: z.enum(REIMBURSEMENT_STATUSES),
-    aoRequired: z.boolean(),
-});
-const productSchema = z.object({
-    name: z.string().max(CHAR_LIMITS.productName),
-    category: z.enum(PRODUCT_CATEGORIES),
-    categoryDetail: z.string().max(CHAR_LIMITS.categoryDetail).optional(),
-    outcomeUser: z.string().max(CHAR_LIMITS.outcomeUser),
-    outcomeBuyer: z.string().max(CHAR_LIMITS.outcomeBuyer),
-    topUseCases: z.array(z.string().max(CHAR_LIMITS.topUseCase)).max(3).default([]),
-    differentiators: z.array(z.string().max(CHAR_LIMITS.differentiator)).max(3).default([]),
-    notFor: z.string().max(CHAR_LIMITS.notFor),
-    regulatory: regulatorySchema,
-});
-const economicsSchema = z
-    .object({
-    pricingModel: z.enum(PRICING_MODELS),
-    ticketRange: z
-        .object({
-        min: z.number().min(0),
-        max: z.number().min(0),
-        currency: z.enum(CURRENCIES),
-    })
-        .refine((r) => r.min <= r.max, {
-        message: "ticketRange.min must be ≤ ticketRange.max",
-        path: ["min"],
-    }),
-    salesCycleMonths: z
-        .object({
-        min: z.number().int().min(0),
-        max: z.number().int().min(0),
-    })
-        .refine((r) => r.min <= r.max, {
-        message: "salesCycleMonths.min must be ≤ salesCycleMonths.max",
-        path: ["min"],
-    }),
-    triggers: z.array(z.string().max(CHAR_LIMITS.triggerItem)).max(5).default([]),
-    defaultBaseline: z.string().max(CHAR_LIMITS.defaultBaseline),
-});
-const productICPSchema = z.object({
-    productId: z.string().max(CHAR_LIMITS.productName),
-    establishmentType: z.string().max(CHAR_LIMITS.establishmentType),
-    technicalPrereqs: z.string().max(CHAR_LIMITS.technicalPrereq),
-    roles: z.object({
-        champion: z.string().max(CHAR_LIMITS.championRole),
-        budgetDecider: z.string().max(CHAR_LIMITS.budgetDeciderRole),
-        coDeciders: z.array(z.string().max(CHAR_LIMITS.coDeciderRole)).max(5).default([]),
-    }),
-});
-const proofWordingSchema = z.object({
-    keyMetrics: z.array(z.string().max(CHAR_LIMITS.keyMetric)).max(3).default([]),
-    miniStories: z.array(z.string().max(CHAR_LIMITS.miniStory)).max(2).default([]),
-    forbiddenWords: z.array(z.string().max(CHAR_LIMITS.forbiddenWord)).default([]),
-});
-const companyInfoV2Schema = z
-    .object({
-    schemaVersion: z.literal(COMPANY_INFO_SCHEMA_VERSION),
-    name: z.string().max(CHAR_LIMITS.name),
-    website: z.string().max(CHAR_LIMITS.website).optional(),
-    snapshot: snapshotSchema,
-    products: z.array(productSchema).max(PRODUCT_HARD_LIMIT).default([]),
-    economics: economicsSchema,
-    productICPs: z.array(productICPSchema).max(PRODUCT_HARD_LIMIT).default([]),
-    proofWording: proofWordingSchema,
-})
-    .refine((data) => {
-    const productNames = new Set(data.products.map((p) => p.name).filter((n) => n.length > 0));
-    return data.productICPs.every((icp) => !icp.productId || productNames.has(icp.productId));
-}, {
-    message: "productICPs[].productId must reference an existing products[].name",
-    path: ["productICPs"],
-});
-// ─── Document schema (unchanged) ───────────────────────────────────────────
-const DOCUMENT_CATEGORIES = [
-    "PRODUCT_CATALOG",
-    "CONGRESS_LIST",
-    "TARGET_LIST",
-    "COMPANY_INFO",
-    "COMPETITOR_INFO",
-    "CAMPAIGN_BRIEF",
-    "OTHER",
-];
-// ─── Common descriptions ───────────────────────────────────────────────────
-const ORG_ID_DESC = "REQUIRED Clerk organization ID targeting the org whose data room you act on. " +
-    "Resolve it from the lead group you are working on (e.g. via list_organizations) " +
-    "and pass it explicitly. NEVER omit it: there is no safe default — the API key " +
-    "spans multiple orgs and an empty value would silently hit the wrong company's " +
-    "data room (read or write). Requires admin access for writes.";
-const DRY_RUN_DESC = "If true, validate the merged payload + return the preview WITHOUT writing. " +
-    "Use to dry-fit a change before persisting.";
-async function fetchDataRoom(organizationId, opts) {
-    const params = new URLSearchParams();
-    if (organizationId)
-        params.set("organizationId", organizationId);
-    if (opts?.includePersonas)
-        params.set("includePersonas", "true");
-    const data = (await getClient().get("/api/data-room", params.toString() ? params : undefined));
-    return data ?? {};
-}
-function currentCompanyInfo(state) {
-    const ci = state.companyInfo;
-    if (!ci || typeof ci !== "object" || Array.isArray(ci))
-        return {};
-    return ci;
-}
-async function putCompanyInfo(companyInfo, organizationId) {
-    const body = { companyInfo };
-    if (organizationId)
-        body.organizationId = organizationId;
-    return getClient().put("/api/data-room", body);
-}
-// Validate MCP-side against the mirrored v2 schema and surface ALL issues
-// at once (not just the first). Returns null if value passes, or a tool
-// error otherwise.
-function validateOrError(value, hint) {
-    const result = companyInfoV2Schema.safeParse(value);
-    if (result.success)
-        return null;
-    const issues = result.error.issues.map((i) => ({
-        path: i.path.map(String).join("."),
-        message: i.message,
-        code: i.code,
-    }));
-    return toolError(`MCP validation failed against companyInfo v2 schema (${issues.length} issue${issues.length === 1 ? "" : "s"}). ${hint}`, { issues });
-}
-// Assert that the existing companyInfo is v2-valid. Granular patch tools
-// require a bootstrapped v2 payload to work — otherwise the merged result
-// will fail v2 validation server-side, since the backend replaces wholesale.
-function requireV2Bootstrap(ci) {
-    if (ci.schemaVersion !== COMPANY_INFO_SCHEMA_VERSION) {
-        return toolError(`Data room companyInfo is not v${COMPANY_INFO_SCHEMA_VERSION} (got schemaVersion=${JSON.stringify(ci.schemaVersion)}). ` +
-            "Bootstrap with update_data_room (passing a full v2 payload) before using granular patch tools. " +
-            "See describe_company_info_schema for the contract.");
-    }
-    return null;
-}
-function dryRunResult(merged) {
-    return toolResult({
-        ok: true,
-        dry_run: true,
-        preview_company_info: merged,
-        note: "No write performed. Re-call without dry_run to persist.",
-    });
-}
-// Run the full pipeline for a granular tool: fetch current, mutate via the
-// caller-provided patcher, validate, dry-run or persist.
-async function mergeAndPut(organizationId, dry_run, patcher, validationHint) {
-    const current = await fetchDataRoom(organizationId);
-    const ci = currentCompanyInfo(current);
-    const bootstrapErr = requireV2Bootstrap(ci);
-    if (bootstrapErr)
-        return bootstrapErr;
-    const merged = patcher(ci);
-    const validationErr = validateOrError(merged, validationHint);
-    if (validationErr)
-        return validationErr;
-    if (dry_run)
-        return dryRunResult(merged);
-    const data = await putCompanyInfo(merged, organizationId);
-    return toolResult(data);
-}
-// ─── Tool registrations ────────────────────────────────────────────────────
-// ── get_outreach_context ─────────────────────────────────────────────────
-// Dedicated tool for the outreach pipeline Phase 0. Single call replaces the
-// old multi-step dance (get_data_room + org resolution + get_lead_group_persona)
-// and eliminates the cross-org footgun by accepting lead_group_id instead of
-// organization_id. The backend resolves the org server-side.
-export function registerDataRoomTools(server) {
-    // ── get_data_room ──────────────────────────────────────────────────────
-    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),
-        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 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);
-            });
-            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);
-        }
-    });
-    // ── get_outreach_context ──────────────────────────────────────────────
-    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. " +
-        "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."),
-    }, async ({ lead_group_id }) => {
-        try {
-            const params = new URLSearchParams();
-            params.set("lead_group_id", lead_group_id);
-            const data = await getClient().get("/api/outreach-context", params);
-            // Strip the `outreach` block — outreach config is managed via Fine Tuning only.
-            const { outreach, ...rest } = data;
-            return toolResult(rest);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── describe_company_info_schema ───────────────────────────────────────
-    server.tool("describe_company_info_schema", "Return the companyInfo v2 schema mirrored at the MCP layer: all sections, enums, " +
-        "max-length caps, required fields, and which patch tool owns each section. Call this " +
-        "BEFORE the first update of a session to know what the API will accept. The mirror " +
-        "tracks apps/server/src/lib/data-room-schemas.ts in the Leadify backend.", {}, async () => {
-        try {
-            return toolResult({
-                schemaVersion: COMPANY_INFO_SCHEMA_VERSION,
-                source: "Mirror of apps/server/src/lib/data-room-schemas.ts in github.com/AgifyAI/leadify.",
-                enums: {
-                    stage: STAGES,
-                    product_category: PRODUCT_CATEGORIES,
-                    ce_class: CE_CLASSES,
-                    reimbursement_status: REIMBURSEMENT_STATUSES,
-                    pricing_model: PRICING_MODELS,
-                    currency: CURRENCIES,
-                    constraint_type: CONSTRAINT_TYPES,
-                    geo_region: GEO_REGIONS,
-                },
-                char_limits: CHAR_LIMITS,
-                hard_limits: {
-                    products_max: PRODUCT_HARD_LIMIT,
-                    productICPs_max: PRODUCT_HARD_LIMIT,
-                    constraints_max: 10,
-                    topUseCases_max_per_product: 3,
-                    differentiators_max_per_product: 3,
-                    triggers_max: 5,
-                    coDeciders_max: 5,
-                    keyMetrics_max: 3,
-                    miniStories_max: 2,
-                },
-                sections: {
-                    identity: {
-                        fields: ["name (required, ≤200)", "website (optional, ≤500)"],
-                        patch_tool: "update_company_info_identity",
-                    },
-                    snapshot: {
-                        fields: [
-                            "pitchOneLiner (required, ≤200)",
-                            "marketSpecialty (required, ≤100)",
-                            "stage (required, enum)",
-                            "salesTeamSizeFR (required, int ≥0)",
-                            "geo {regions[], countriesIncluded[2-letter codes], countriesExcluded[2-letter codes]}",
-                            "constraints[] (max 10, see update_company_info_constraint)",
-                        ],
-                        patch_tool: "update_company_info_snapshot",
-                    },
-                    products: {
-                        note: "Up to 5 products. Each: {name ≤100, category enum, categoryDetail? ≤150, outcomeUser ≤200, outcomeBuyer ≤200, topUseCases[≤3, ≤150 each], differentiators[≤3, ≤150 each], notFor ≤200, regulatory {ceMarked, ceClass nullable enum, reimbursementStatus enum, aoRequired}}.",
-                        patch_tool: "update_company_info_product",
-                    },
-                    economics: {
-                        fields: [
-                            "pricingModel (required, enum)",
-                            "ticketRange {min, max, currency} (min ≤ max)",
-                            "salesCycleMonths {min, max} (min ≤ max)",
-                            "triggers[] (max 5, each ≤150)",
-                            "defaultBaseline (required, ≤200)",
-                        ],
-                        patch_tool: "update_company_info_economics",
-                    },
-                    productICPs: {
-                        note: "Up to 5 ICPs. Each: {productId (must reference products[].name), establishmentType ≤150, technicalPrereqs ≤200, roles {champion ≤150, budgetDecider ≤150, coDeciders[≤5, ≤100 each]}}.",
-                        patch_tool: "update_company_info_product_icp",
-                    },
-                    proofWording: {
-                        fields: [
-                            "keyMetrics[] (max 3, each ≤150)",
-                            "miniStories[] (max 2, each ≤300)",
-                            "forbiddenWords[] (each ≤100)",
-                        ],
-                        patch_tool: "update_company_info_proof_wording",
-                    },
-                },
-                escape_hatch: {
-                    tool: "update_data_room",
-                    note: "WHOLESALE replacement. Required for first-time bootstrap (no existing v2 payload).",
-                },
-                cross_field_invariants: [
-                    "productICPs[].productId must equal one of products[].name (or be empty).",
-                    "economics.ticketRange.min ≤ economics.ticketRange.max.",
-                    "economics.salesCycleMonths.min ≤ economics.salesCycleMonths.max.",
-                ],
-                error_format: {
-                    shape: "{ error, path, issues: ZodIssue[] } — issues[] contains EVERY validation failure at once.",
-                    note: "Backend now returns all issues simultaneously. Fix all listed paths before retrying.",
-                },
-                notes: [
-                    "Backend replaces companyInfo wholesale on PUT. Granular tools fetch + merge + send the FULL v2 payload back.",
-                    "Granular tools require a v2-bootstrapped data room. Call update_data_room with a full v2 payload first if schemaVersion is absent or older.",
-                ],
-            });
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_data_room ───────────────────────────────────────────────────
-    // Escape hatch: WHOLESALE replacement. The only path for first-time
-    // bootstrap (no existing v2 companyInfo). Validates against v2 before
-    // hitting the API.
-    server.tool("update_data_room", "WHOLESALE update of companyInfo (ESCAPE HATCH). REPLACES the entire companyInfo with the " +
-        "payload you pass. Required for first-time bootstrap. For incremental edits on an " +
-        "existing v2 payload, ALWAYS prefer the granular update_company_info_* tools — they " +
-        "fetch + merge + write the full v2 payload back, so they can't accidentally drop " +
-        "required sections. MCP validates against the v2 schema before sending.", {
-        company_info: z
-            .record(z.unknown())
-            .describe("Full v2 companyInfo payload (replaces the existing one). See describe_company_info_schema for the contract."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ company_info, organization_id, dry_run }) => {
-        try {
-            const validationErr = validateOrError(company_info, "Pass a complete v2 payload — see describe_company_info_schema for the required fields.");
-            if (validationErr)
-                return validationErr;
-            if (dry_run) {
-                return dryRunResult(company_info);
-            }
-            const data = await putCompanyInfo(company_info, organization_id);
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_identity ───────────────────────────────────────
-    server.tool("update_company_info_identity", "Patch the top-level identity fields of companyInfo (name, website). Reads the current " +
-        "v2 payload, merges your patch, writes the full v2 payload back. Other sections " +
-        "(snapshot, products, economics, productICPs, proofWording) remain intact.", {
-        name: z
-            .string()
-            .max(CHAR_LIMITS.name)
-            .optional()
-            .describe("Company name (max 200)."),
-        website: z
-            .string()
-            .max(CHAR_LIMITS.website)
-            .optional()
-            .describe("Company website URL (max 500)."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ name, website, organization_id, dry_run }) => {
-        try {
-            if (name === undefined && website === undefined) {
-                return toolError("Provide at least one of: name, website.");
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const out = { ...ci };
-                if (name !== undefined)
-                    out.name = name;
-                if (website !== undefined)
-                    out.website = website;
-                return out;
-            }, "Identity patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_snapshot ───────────────────────────────────────
-    server.tool("update_company_info_snapshot", "Patch the snapshot block. Reads the current v2 payload, shallow-merges the snapshot " +
-        "fields you pass, writes the full v2 payload back. geo is merged shallowly — pass any " +
-        "subset of regions/countriesIncluded/countriesExcluded. constraints[] is REPLACED " +
-        "wholesale when passed — use update_company_info_constraint for per-item edits.", {
-        pitchOneLiner: z
-            .string()
-            .max(CHAR_LIMITS.pitchOneLiner)
-            .optional()
-            .describe("One-liner pitch (max 200)."),
-        marketSpecialty: z
-            .string()
-            .max(CHAR_LIMITS.marketSpecialty)
-            .optional()
-            .describe("Market specialty (max 100)."),
-        stage: z
-            .enum(STAGES)
-            .optional()
-            .describe("Company stage enum: early | growth | scaling | enterprise."),
-        salesTeamSizeFR: z
-            .number()
-            .int()
-            .min(0)
-            .optional()
-            .describe("Sales team size in FR (non-negative integer)."),
-        geo: z
-            .object({
-            regions: z.array(z.enum(GEO_REGIONS)).optional(),
-            countriesIncluded: z.array(z.string().length(2)).optional(),
-            countriesExcluded: z.array(z.string().length(2)).optional(),
-        })
-            .optional()
-            .describe("Geo block (shallow-merged). regions enum: " +
-            GEO_REGIONS.join(", ") +
-            ". countries: ISO 3166-1 alpha-2 (2 letters)."),
-        constraints: z
-            .array(constraintSchema)
-            .max(10)
-            .optional()
-            .describe("Replaces constraints[] wholesale. For per-item edits use update_company_info_constraint."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ pitchOneLiner, marketSpecialty, stage, salesTeamSizeFR, geo, constraints, organization_id, dry_run, }) => {
-        try {
-            if (pitchOneLiner === undefined &&
-                marketSpecialty === undefined &&
-                stage === undefined &&
-                salesTeamSizeFR === undefined &&
-                geo === undefined &&
-                constraints === undefined) {
-                return toolError("Provide at least one of: pitchOneLiner, marketSpecialty, stage, salesTeamSizeFR, geo, constraints.");
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const existingSnapshot = ci.snapshot && typeof ci.snapshot === "object" && !Array.isArray(ci.snapshot)
-                    ? ci.snapshot
-                    : {};
-                const nextSnapshot = { ...existingSnapshot };
-                if (pitchOneLiner !== undefined)
-                    nextSnapshot.pitchOneLiner = pitchOneLiner;
-                if (marketSpecialty !== undefined)
-                    nextSnapshot.marketSpecialty = marketSpecialty;
-                if (stage !== undefined)
-                    nextSnapshot.stage = stage;
-                if (salesTeamSizeFR !== undefined)
-                    nextSnapshot.salesTeamSizeFR = salesTeamSizeFR;
-                if (geo !== undefined) {
-                    const existingGeo = existingSnapshot.geo &&
-                        typeof existingSnapshot.geo === "object" &&
-                        !Array.isArray(existingSnapshot.geo)
-                        ? existingSnapshot.geo
-                        : {};
-                    nextSnapshot.geo = { ...existingGeo, ...geo };
-                }
-                if (constraints !== undefined)
-                    nextSnapshot.constraints = constraints;
-                return { ...ci, snapshot: nextSnapshot };
-            }, "Snapshot patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_constraint ─────────────────────────────────────
-    server.tool("update_company_info_constraint", "Add, replace, or remove a single business constraint in snapshot.constraints[] without " +
-        "re-sending the whole list. Constraints have no stable id — entries are addressed by " +
-        "zero-based index. Beware: indices shift after a remove. Cap is 10 constraints. " +
-        "Each constraint: {label ≤150, type ∈ regulatory|brand|legal, note? ≤150}.", {
-        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'."),
-        constraint: constraintSchema
-            .optional()
-            .describe("Constraint payload {label ≤150, type ∈ regulatory|brand|legal, note? ≤150}. Required for 'add' and 'replace'."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ action, index, constraint, organization_id, dry_run }) => {
-        try {
-            if ((action === "add" || action === "replace") && !constraint) {
-                return toolError(`constraint is required for action '${action}'.`);
-            }
-            if ((action === "replace" || action === "remove") && index === undefined) {
-                return toolError(`index is required for action '${action}'.`);
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const existingSnapshot = ci.snapshot && typeof ci.snapshot === "object" && !Array.isArray(ci.snapshot)
-                    ? ci.snapshot
-                    : {};
-                const list = Array.isArray(existingSnapshot.constraints)
-                    ? existingSnapshot.constraints.map((c) => ({
-                        ...c,
-                    }))
-                    : [];
-                if (action === "add") {
-                    if (list.length >= 10) {
-                        throw new Error("Constraints list is at cap (10). Remove one before adding.");
-                    }
-                    list.push(constraint);
-                }
-                else if (action === "replace") {
-                    if (index < 0 || index >= list.length) {
-                        throw new Error(`Index ${index} out of bounds (constraints list has ${list.length} entries).`);
-                    }
-                    list[index] = constraint;
-                }
-                else {
-                    if (index < 0 || index >= list.length) {
-                        throw new Error(`Index ${index} out of bounds (constraints list has ${list.length} entries).`);
-                    }
-                    list.splice(index, 1);
-                }
-                return {
-                    ...ci,
-                    snapshot: { ...existingSnapshot, constraints: list },
-                };
-            }, "Constraint patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_product ────────────────────────────────────────
-    server.tool("update_company_info_product", "Add, replace, or remove a single product in companyInfo.products[] without re-sending " +
-        "the whole array. Lookups by product `name` (case-sensitive exact match). Cap is 5 " +
-        "products. Each product: {name ≤100, category enum, categoryDetail? ≤150, outcomeUser " +
-        "≤200, outcomeBuyer ≤200, topUseCases[≤3, ≤150 each], differentiators[≤3, ≤150 each], " +
-        "notFor ≤200, regulatory {ceMarked, ceClass nullable, reimbursementStatus enum, aoRequired}}. " +
-        "WARNING: if a productICP.productId references this product's name, removing/renaming " +
-        "will fail the cross-field refine — fix the ICP first.", {
-        action: z
-            .enum(["add", "replace", "remove"])
-            .describe("add = append (fails if name exists or list at cap 5); replace = overwrite by name; remove = delete by name."),
-        name: z
-            .string()
-            .optional()
-            .describe("Lookup key for replace/remove. Required for those actions. For 'add' the name comes from the product payload."),
-        product: productSchema
-            .optional()
-            .describe("Product payload. Required for 'add' and 'replace'."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ action, name, product, organization_id, dry_run }) => {
-        try {
-            if ((action === "add" || action === "replace") && !product) {
-                return toolError(`product is required for action '${action}'.`);
-            }
-            if ((action === "replace" || action === "remove") && !name) {
-                return toolError(`name is required for action '${action}'.`);
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const list = Array.isArray(ci.products)
-                    ? ci.products.map((p) => ({ ...p }))
-                    : [];
-                if (action === "add") {
-                    const newName = product.name;
-                    if (list.some((p) => p.name === newName)) {
-                        throw new Error(`A product with name "${newName}" already exists. Use action 'replace' instead.`);
-                    }
-                    if (list.length >= PRODUCT_HARD_LIMIT) {
-                        throw new Error(`Products list is at cap (${PRODUCT_HARD_LIMIT}). Remove one before adding.`);
-                    }
-                    list.push(product);
-                }
-                else if (action === "replace") {
-                    const idx = list.findIndex((p) => p.name === name);
-                    if (idx === -1) {
-                        throw new Error(`No product found with name "${name}".`);
-                    }
-                    list[idx] = product;
-                }
-                else {
-                    const before = list.length;
-                    const filtered = list.filter((p) => p.name !== name);
-                    if (filtered.length === before) {
-                        throw new Error(`No product found with name "${name}".`);
-                    }
-                    list.length = 0;
-                    list.push(...filtered);
-                }
-                return { ...ci, products: list };
-            }, "Product patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_economics ──────────────────────────────────────
-    server.tool("update_company_info_economics", "Patch the economics block. Reads current economics, shallow-merges your fields, writes " +
-        "back. ticketRange and salesCycleMonths are REPLACED wholesale when passed (their " +
-        "internal refine enforces min ≤ max). triggers[] is replaced wholesale.", {
-        pricingModel: z
-            .enum(PRICING_MODELS)
-            .optional()
-            .describe("Pricing model enum: saas_per_site | saas_per_exam | capex | service | mixed."),
-        ticketRange: z
-            .object({
-            min: z.number().min(0),
-            max: z.number().min(0),
-            currency: z.enum(CURRENCIES),
-        })
-            .optional()
-            .describe("Replaces ticketRange wholesale. min ≤ max enforced. currency ∈ EUR|USD."),
-        salesCycleMonths: z
-            .object({
-            min: z.number().int().min(0),
-            max: z.number().int().min(0),
-        })
-            .optional()
-            .describe("Replaces salesCycleMonths wholesale. min ≤ max enforced."),
-        triggers: z
-            .array(z.string().max(CHAR_LIMITS.triggerItem))
-            .max(5)
-            .optional()
-            .describe("Replaces triggers[] wholesale (max 5 items, each ≤150)."),
-        defaultBaseline: z
-            .string()
-            .max(CHAR_LIMITS.defaultBaseline)
-            .optional()
-            .describe("Default baseline (max 200)."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ pricingModel, ticketRange, salesCycleMonths, triggers, defaultBaseline, organization_id, dry_run, }) => {
-        try {
-            if (pricingModel === undefined &&
-                ticketRange === undefined &&
-                salesCycleMonths === undefined &&
-                triggers === undefined &&
-                defaultBaseline === undefined) {
-                return toolError("Provide at least one of: pricingModel, ticketRange, salesCycleMonths, triggers, defaultBaseline.");
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const existing = ci.economics && typeof ci.economics === "object" && !Array.isArray(ci.economics)
-                    ? ci.economics
-                    : {};
-                const next = { ...existing };
-                if (pricingModel !== undefined)
-                    next.pricingModel = pricingModel;
-                if (ticketRange !== undefined)
-                    next.ticketRange = ticketRange;
-                if (salesCycleMonths !== undefined)
-                    next.salesCycleMonths = salesCycleMonths;
-                if (triggers !== undefined)
-                    next.triggers = triggers;
-                if (defaultBaseline !== undefined)
-                    next.defaultBaseline = defaultBaseline;
-                return { ...ci, economics: next };
-            }, "Economics patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_product_icp ────────────────────────────────────
-    server.tool("update_company_info_product_icp", "Add, replace, or remove a single product ICP in companyInfo.productICPs[]. Lookups by " +
-        "`productId` (must match an existing products[].name). Cap is 5 ICPs. Each ICP: " +
-        "{productId, establishmentType ≤150, technicalPrereqs ≤200, roles {champion ≤150, " +
-        "budgetDecider ≤150, coDeciders[≤5, ≤100 each]}}.", {
-        action: z
-            .enum(["add", "replace", "remove"])
-            .describe("add = append (fails if productId exists or list at cap 5); replace = overwrite by productId; remove = delete by productId."),
-        productId: z
-            .string()
-            .optional()
-            .describe("Lookup key for replace/remove. For 'add' the productId comes from the icp payload."),
-        icp: productICPSchema
-            .optional()
-            .describe("ICP payload. Required for 'add' and 'replace'."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ action, productId, icp, organization_id, dry_run }) => {
-        try {
-            if ((action === "add" || action === "replace") && !icp) {
-                return toolError(`icp is required for action '${action}'.`);
-            }
-            if ((action === "replace" || action === "remove") && !productId) {
-                return toolError(`productId is required for action '${action}'.`);
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const list = Array.isArray(ci.productICPs)
-                    ? ci.productICPs.map((i) => ({ ...i }))
-                    : [];
-                if (action === "add") {
-                    const newId = icp.productId;
-                    if (list.some((i) => i.productId === newId)) {
-                        throw new Error(`An ICP for productId "${newId}" already exists. Use 'replace' instead.`);
-                    }
-                    if (list.length >= PRODUCT_HARD_LIMIT) {
-                        throw new Error(`ProductICPs list is at cap (${PRODUCT_HARD_LIMIT}). Remove one before adding.`);
-                    }
-                    list.push(icp);
-                }
-                else if (action === "replace") {
-                    const idx = list.findIndex((i) => i.productId === productId);
-                    if (idx === -1) {
-                        throw new Error(`No ICP found with productId "${productId}".`);
-                    }
-                    list[idx] = icp;
-                }
-                else {
-                    const before = list.length;
-                    const filtered = list.filter((i) => i.productId !== productId);
-                    if (filtered.length === before) {
-                        throw new Error(`No ICP found with productId "${productId}".`);
-                    }
-                    list.length = 0;
-                    list.push(...filtered);
-                }
-                return { ...ci, productICPs: list };
-            }, "Product ICP patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── update_company_info_proof_wording ──────────────────────────────────
-    server.tool("update_company_info_proof_wording", "Patch the proofWording block (keyMetrics, miniStories, forbiddenWords). Each list is " +
-        "REPLACED wholesale when passed. keyMetrics max 3 (≤150 each), miniStories max 2 (≤300 " +
-        "each), forbiddenWords unbounded (≤100 each).", {
-        keyMetrics: z
-            .array(z.string().max(CHAR_LIMITS.keyMetric))
-            .max(3)
-            .optional()
-            .describe("Replaces keyMetrics[] wholesale (max 3, each ≤150)."),
-        miniStories: z
-            .array(z.string().max(CHAR_LIMITS.miniStory))
-            .max(2)
-            .optional()
-            .describe("Replaces miniStories[] wholesale (max 2, each ≤300)."),
-        forbiddenWords: z
-            .array(z.string().max(CHAR_LIMITS.forbiddenWord))
-            .optional()
-            .describe("Replaces forbiddenWords[] wholesale (each ≤100)."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-        dry_run: z.boolean().optional().describe(DRY_RUN_DESC),
-    }, async ({ keyMetrics, miniStories, forbiddenWords, organization_id, dry_run }) => {
-        try {
-            if (keyMetrics === undefined &&
-                miniStories === undefined &&
-                forbiddenWords === undefined) {
-                return toolError("Provide at least one of: keyMetrics, miniStories, forbiddenWords.");
-            }
-            return await mergeAndPut(organization_id, dry_run, (ci) => {
-                const existing = ci.proofWording &&
-                    typeof ci.proofWording === "object" &&
-                    !Array.isArray(ci.proofWording)
-                    ? ci.proofWording
-                    : {};
-                const next = { ...existing };
-                if (keyMetrics !== undefined)
-                    next.keyMetrics = keyMetrics;
-                if (miniStories !== undefined)
-                    next.miniStories = miniStories;
-                if (forbiddenWords !== undefined)
-                    next.forbiddenWords = forbiddenWords;
-                return { ...ci, proofWording: next };
-            }, "Proof wording patch failed against v2 schema.");
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-    // ── add_data_room_document ─────────────────────────────────────────────
-    server.tool("add_data_room_document", "Add a textual/markdown document to the data room under a predefined category. " +
-        "Use this to store product catalogs, congress lists, target lists, competitor briefs, " +
-        "or campaign briefs that personas and agents can reference.", {
-        title: z.string().describe("Document title."),
-        category: z
-            .enum(DOCUMENT_CATEGORIES)
-            .describe("Document classification."),
-        content: z
-            .string()
-            .optional()
-            .describe("Text or markdown content."),
-        organization_id: z.string().describe(ORG_ID_DESC),
-    }, async ({ title, category, content, organization_id }) => {
-        try {
-            const body = { title, category };
-            if (content !== undefined)
-                body.content = content;
-            if (organization_id)
-                body.organizationId = organization_id;
-            const data = await getClient().post("/api/data-room/document", body);
-            return toolResult(data);
-        }
-        catch (error) {
-            return handleToolError(error);
-        }
-    });
-}