@agifyai/leadify-mcp 8.6.3 → 8.6.5
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/client.d.ts +6 -0
- package/dist/client.js +13 -0
- package/dist/tools/context_entities.d.ts +32 -32
- package/dist/tools/personas.d.ts +2 -4
- package/dist/tools/personas.js +117 -1108
- package/dist/tools/schema.d.ts +1 -1
- package/dist/tools/schema.js +36 -0
- package/package.json +1 -1
package/dist/tools/personas.js
CHANGED
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@@ -1,1165 +1,174 @@
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import { z } from "zod";
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import { getClient } from "../client.js";
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import { LeadifyApiError,
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.object({
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criteria: z.string().optional(),
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examples: z.string().optional(),
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weight: z.number().optional(),
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})
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.passthrough(),
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]);
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const lookalikeClient = z.object({
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name: z.string().describe("Client/company name (required)."),
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sector: z.string().optional(),
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size: z.string().optional(),
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segment: z.string().optional(),
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comparison_criteria: z
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.string()
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.optional()
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.describe("Why this client is a useful reference."),
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});
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const painPoint = z.object({
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title: z.string().optional(),
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description: z.string().optional(),
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});
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const cardAnalysisSection = z.object({
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id: z.string().optional(),
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labels: z
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.record(z.string())
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.optional()
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.describe("Multilingual labels, keyed by language code (e.g. { fr, en })."),
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instructions: z.string().optional(),
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});
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const signalTierRule = z.object({
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signal_id: z.string().optional(),
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tier: z.enum(["hot", "warm", "cold"]).optional(),
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});
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// Persona v2 owns entity-specific qualification contracts. Keep their nested
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// shape forward-compatible here: the Leadify API remains the authority that
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// validates the versioned Company/Person contracts, while the MCP must never
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// silently strip them before forwarding the wholesale upsert.
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const companyQualification = z
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.record(z.unknown())
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.describe("Versioned Company Persona qualification contract forwarded unchanged to Leadify.");
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const personQualification = z
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import { LeadifyApiError, handleToolError, toolResult } from "../types.js";
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/**
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* PRD-1423 hard cutover: Persona business content is represented only by the
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* versioned `personaContract`. These tools deliberately do not expose any
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* historical Persona field or field-specific patch operation.
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*/
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const contractSchema = z
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.record(z.unknown())
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.describe("
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const
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scope: z.enum(["qualify", "outreach"]).optional(),
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insertion_point: z
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.enum(["prefix", "phase_1_5", "phase_2_extra", "suffix"])
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.describe("Where in the prompt to inject this snippet."),
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content: z.string().describe("Snippet content."),
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});
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// ICP strategy — mental map consumed verbatim by the outreach agent preflight.
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const icpStrategyShape = {
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dealType: z.string().optional(),
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dreamOutcome: z.string().optional(),
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mainPains: z.array(z.string()).optional(),
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keyObjections: z.array(z.string()).optional(),
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decisionDrivers: z.array(z.string()).optional(),
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};
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export const CRM_SCHEMA_PACKS = [
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"base_person",
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"base_company",
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"healthcare",
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"medtech",
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"recruitment_hr",
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"community_creator",
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];
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const optimisticPersonaMutationShape = {
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.describe("Complete versioned Persona contract. Leadify validates its exact schema.");
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const tenantScope = {
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organization_id: z
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.string()
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.trim()
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.min(1)
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.describe("Required organization ID
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.describe("Required organization ID. No tenant is inferred."),
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};
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const optimisticScope = {
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...tenantScope,
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expected_updated_at: z
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.string()
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.datetime({ offset: true })
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.describe("Exact
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};
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const SECTOR_BASE_COMPATIBILITY = {
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healthcare: ["base_person", "base_company"],
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medtech: ["base_person", "base_company"],
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recruitment_hr: ["base_person", "base_company"],
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community_creator: ["base_person", "base_company"],
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.describe("Exact updatedAt obtained from a preceding read."),
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};
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return `Unknown CRM Schema Pack: ${unknown.sort().join(", ")}. Call list_crm_schema_packs first.`;
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const selected = [...new Set(packs)];
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const bases = selected.filter(pack => pack === "base_person" || pack === "base_company");
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const sectors = selected.filter(pack => pack !== "base_person" && pack !== "base_company");
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if (bases.length !== 1 || sectors.length > 1 || selected.length !== packs.length) {
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return "Select exactly one base CRM Schema Pack and at most one sector pack; duplicates are not allowed.";
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}
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const base = bases[0];
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if (workflowMode !== undefined && workflowMode !== null) {
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const expectedBase = workflowMode === "company_first" ? "base_company" : "base_person";
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if (base !== expectedBase)
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return `${base} is incompatible with workflow_mode=${workflowMode}; use ${expectedBase}.`;
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function canonicalPersona(persona) {
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if (!persona.personaContract || typeof persona.personaContract !== "object") {
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throw new Error("PERSONA_CONTRACT_REQUIRED: run the audited Persona migration before using this MCP.");
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}
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:
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if (c.sector !== undefined)
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out.sector = c.sector;
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if (c.size !== undefined)
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out.size = c.size;
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if (c.segment !== undefined)
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out.segment = c.segment;
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if (c.comparison_criteria !== undefined)
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out.comparisonCriteria = c.comparison_criteria;
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return out;
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}
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function mapCardSection(s) {
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const out = {};
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if (s.id !== undefined)
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out.id = s.id;
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if (s.labels !== undefined)
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out.labels = s.labels;
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if (s.instructions !== undefined)
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out.instructions = s.instructions;
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return out;
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}
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function mapSignalTierRule(r) {
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const out = {};
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if (r.signal_id !== undefined)
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out.signalId = r.signal_id;
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if (r.tier !== undefined)
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out.tier = r.tier;
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return out;
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}
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function mapExtraPromptPhase(p) {
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const out = {
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insertionPoint: p.insertion_point,
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content: p.content,
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return {
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id: persona.id,
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name: persona.name,
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verticalId: persona.verticalId,
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updatedAt: persona.updatedAt,
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revision: persona.revision ?? 0,
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status: persona.status,
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contract: persona.personaContract,
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};
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if (p.scope !== undefined)
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out.scope = p.scope;
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return out;
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}
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/**
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* Tag a thrown error with which RMW step failed (read vs write) and surface
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* the inner status / response body. Patch tools have a 2-step flow (GET-then-
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* POST) and a bare "Persona not found" gives no clue which call broke.
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*/
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class PersonaPatchError extends Error {
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step;
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path;
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statusCode;
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responseBody;
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hint;
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constructor(step, path, statusCode, responseBody, hint) {
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const inner = typeof responseBody === "object" &&
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responseBody !== null &&
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"error" in responseBody
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? String(responseBody.error)
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: statusCode != null
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? `HTTP ${statusCode}`
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: "request failed";
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super(`[step: ${step}] ${path} → ${inner}${hint ? ` — ${hint}` : ""}`);
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this.step = step;
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this.path = path;
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this.statusCode = statusCode;
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this.responseBody = responseBody;
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this.hint = hint;
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this.name = "PersonaPatchError";
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}
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}
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* Read a persona for the RMW patch flow.
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*
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* Backend asymmetry (verified empirically + documented in
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* `agentic/trigger_agify` LeadifyCrmClient comments):
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* - GET /api/persona/{id} → strict `persona.organizationId === user.organizationId`
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* - POST /api/persona (upsert) → permissive `canAccessOrg(user, ...)`
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* - GET /api/persona (list) → permissive via `buildOrgFilter`
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*
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* For super-admin keys or cross-org access, GET-by-id 404s while POST-upsert
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* succeeds. Without a fallback, every patch tool 404s in those cases even
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* when the user can clearly write to the persona via upsert.
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*
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* Strategy: fast-path the direct GET; on 404, fall back to the permissive
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* list endpoint and find by id. Other errors propagate immediately.
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*/
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async function fetchPersona(id, organizationId, client = getClient()) {
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const directPath = `/api/persona/${encodeURIComponent(id)}`;
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async function fetchPersona(id, organizationId, client) {
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try {
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const
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const result = await client.get(`/api/persona/${encodeURIComponent(id)}`, new URLSearchParams({ organizationId }));
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const record = (result?.persona ?? result);
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if (!record || typeof record !== "object" || typeof record.id !== "string") {
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throw new Error("PERSONA_NOT_FOUND_IN_TENANT");
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}
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// projected/wrapped shape.
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const persona = data.persona;
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return persona ?? data;
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return record;
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}
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catch (
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if (
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throw
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catch (error) {
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if (error instanceof LeadifyApiError) {
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throw new Error(`PERSONA_READ_FAILED:${error.statusCode}`);
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}
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}
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// Tenant-scoped fallback keeps the same explicit organization boundary.
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const listPath = "/api/persona";
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let listed;
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try {
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listed = await client.get(listPath, new URLSearchParams({ organizationId }));
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throw error;
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}
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catch (err) {
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if (err instanceof LeadifyApiError) {
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throw new PersonaPatchError("lookup", listPath, err.statusCode, err.responseBody, "Direct GET 404'd; fallback list lookup also failed.");
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}
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throw err;
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}
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const personas = listed?.personas;
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if (!Array.isArray(personas)) {
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throw new PersonaPatchError("lookup", listPath, null, listed, "List response missing 'personas' array.");
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}
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const found = personas.find((p) => p.id === id);
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if (!found) {
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throw new PersonaPatchError("lookup", directPath, 404, { error: "Persona not found" }, `Persona id "${id}" is not in your accessible personas. Verify the id with list_personas. ` +
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`Note: GET /api/persona/{id} uses strict org-equality and 404s for cross-org access — ` +
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`super-admin keys may need to operate via lead-group context. If list_personas returns this ` +
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`id, the backend GET handler is the bug; tracker: align it with upsert's canAccessOrg semantics.`);
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}
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return found;
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}
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const
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if (
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if (typeof persona.updatedAt !== "string" ||
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new Date(persona.updatedAt).toISOString() !== new Date(expectedUpdatedAt).toISOString()) {
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throw new PersonaPatchError("write", path, 409, {
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error: "CONTEXT_ENTITY_UPDATE_CONFLICT",
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expectedUpdatedAt,
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actualUpdatedAt: persona.updatedAt,
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}, "Re-read the Persona and reapply the intended patch.");
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function setContractPath(current, path, value) {
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const parts = path.split(".").filter(Boolean);
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if (parts.length === 0 ||
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parts.some((part) => part === "__proto__" || part === "constructor" || part === "prototype")) {
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throw new Error("CONTRACT_PATH_INVALID");
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}
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...fieldsToWrite,
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});
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}
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catch (err) {
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if (err instanceof LeadifyApiError) {
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throw new PersonaPatchError("write", path, err.statusCode, err.responseBody, `Fields written: ${Object.keys(fieldsToWrite).join(", ") || "(none beyond id+name)"}`);
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}
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throw err;
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const next = structuredClone(current);
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let cursor = next;
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for (const part of parts.slice(0, -1)) {
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const child = cursor[part];
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if (!child || typeof child !== "object" || Array.isArray(child))
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cursor[part] = {};
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cursor = cursor[part];
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69
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}
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+
cursor[parts.at(-1)] = value;
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+
return next;
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270
72
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}
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function
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return Array.isArray(v) ? v : [];
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}
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/**
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* Error handler for persona tools. Serializes PersonaPatchError into
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* structured details (step, path, statusCode, responseBody, hint) so the
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* caller can see exactly which sub-call failed and why — useful for the
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283
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* 12 patch tools' read-then-write flow. For other errors (LeadifyApiError
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284
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* from the wholesale tools, plain Error), falls through to handleToolError.
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*/
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function handlePersonaToolError(error) {
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if (error instanceof PersonaPatchError) {
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return toolError(error.message, {
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step: error.step,
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path: error.path,
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statusCode: error.statusCode,
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response: error.responseBody,
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hint: error.hint,
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});
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73
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+
async function replaceContract(input) {
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+
const persona = await fetchPersona(input.id, input.organizationId, input.client);
|
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75
|
+
if (!persona.verticalId)
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76
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+
throw new Error("PERSONA_VERTICAL_REQUIRED");
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77
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+
if (persona.updatedAt !== input.expectedUpdatedAt) {
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+
throw new Error("CONTEXT_ENTITY_UPDATE_CONFLICT");
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295
79
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}
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return
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298
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// ── upsert_persona ─────────────────────────────────────────────────────
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server.tool("upsert_persona", "WHOLESALE create-or-update for a persona. Use to CREATE (no id) or to fully " +
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"rewrite a persona. For partial edits, ALWAYS prefer the granular " +
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306
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"update_persona_* tools — they do safe read-modify-write merges and avoid " +
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307
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"wiping JSON columns you didn't intend to touch (each JSON column passed in " +
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308
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"this tool is replaced wholesale, so omitted sub-keys are LOST). PRD-1415 requires " +
|
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309
|
-
"one explicit organization and one explicit Vertical; global/orphaned Personas are rejected.", {
|
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310
|
-
// core
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311
|
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id: z
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312
|
-
.string()
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313
|
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.optional()
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314
|
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.describe("Persona ID to update an existing persona. Omit to create a new one."),
|
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315
|
-
expected_updated_at: z
|
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316
|
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.string()
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317
|
-
.datetime({ offset: true })
|
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318
|
-
.optional()
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319
|
-
.describe("Required on update: exact updatedAt from the Persona read this rewrite is based on. Omit on create."),
|
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320
|
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name: z.string().describe("Persona name (required)."),
|
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321
|
-
organization_id: z
|
|
322
|
-
.string()
|
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323
|
-
.trim()
|
|
324
|
-
.min(1)
|
|
325
|
-
.describe("Required target organization ID. There is no implicit tenant and no global Persona."),
|
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326
|
-
vertical_id: z
|
|
327
|
-
.string()
|
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328
|
-
.trim()
|
|
329
|
-
.min(1)
|
|
330
|
-
.describe("Required Vertical ID in the same organization."),
|
|
331
|
-
description: z.string().optional().describe("Detailed persona description."),
|
|
332
|
-
// Persona v2 qualification contracts
|
|
333
|
-
company_qualification: companyQualification.optional(),
|
|
334
|
-
person_qualification: personQualification.optional(),
|
|
335
|
-
// targeting
|
|
336
|
-
target_profile: z
|
|
337
|
-
.record(z.unknown())
|
|
338
|
-
.optional()
|
|
339
|
-
.describe("Target criteria. Common keys: job_titles, specialties, seniority_min, decision_maker, " +
|
|
340
|
-
"buying_power, target_company_types, min_company_size, interest_topics."),
|
|
341
|
-
disqualification_criteria: z
|
|
342
|
-
.record(z.unknown())
|
|
343
|
-
.optional()
|
|
344
|
-
.describe("Exclusion rules. Common keys: reasons (array of strings)."),
|
|
345
|
-
active_tools: z
|
|
346
|
-
.array(z.string())
|
|
347
|
-
.optional()
|
|
348
|
-
.describe("Active monitoring/sourcing tools for this persona."),
|
|
349
|
-
// scoring tiers
|
|
350
|
-
hot_criteria: criteriaTier
|
|
351
|
-
.optional()
|
|
352
|
-
.describe("Criteria that make a lead 'hot'. Either a free-form string or {criteria, examples, weight}."),
|
|
353
|
-
warm_criteria: criteriaTier.optional().describe("Criteria that make a lead 'warm'."),
|
|
354
|
-
cold_criteria: criteriaTier.optional().describe("Criteria that make a lead 'cold'."),
|
|
355
|
-
disqualified_criteria: criteriaTier
|
|
356
|
-
.optional()
|
|
357
|
-
.describe("Criteria that disqualify a lead entirely."),
|
|
358
|
-
// references + pains
|
|
359
|
-
lookalike_clients: z
|
|
360
|
-
.array(lookalikeClient)
|
|
361
|
-
.optional()
|
|
362
|
-
.describe("2–3 official lookalike clients. Each must have at least a name."),
|
|
363
|
-
pain_points: z
|
|
364
|
-
.array(painPoint)
|
|
365
|
-
.optional()
|
|
366
|
-
.describe("Structured business pain points ({title, description})."),
|
|
367
|
-
// ICP strategy — mental map consumed verbatim by the outreach agent preflight
|
|
368
|
-
icp_strategy: z
|
|
369
|
-
.object(icpStrategyShape)
|
|
370
|
-
.passthrough()
|
|
371
|
-
.optional()
|
|
372
|
-
.describe("ICP strategy. Mental map for the outreach agent: {dealType, dreamOutcome, mainPains[], keyObjections[], decisionDrivers[]}."),
|
|
373
|
-
// behaviour flags
|
|
374
|
-
strict_match: z
|
|
375
|
-
.boolean()
|
|
376
|
-
.optional()
|
|
377
|
-
.describe("If true, reject non-perfectly-aligned leads."),
|
|
378
|
-
workflow_mode: z
|
|
379
|
-
.enum(["company_first", "person_first"])
|
|
380
|
-
.nullable()
|
|
381
|
-
.optional()
|
|
382
|
-
.describe("Qualification mode."),
|
|
383
|
-
schema_packs: z
|
|
384
|
-
.array(z.enum(CRM_SCHEMA_PACKS))
|
|
385
|
-
.optional()
|
|
386
|
-
.describe("Canonical CRM Schema Packs. REQUIRED on create: exactly one base pack " +
|
|
387
|
-
"(base_person for person_first or base_company for company_first) and at most one " +
|
|
388
|
-
"compatible sector pack. Call list_crm_schema_packs before selecting values."),
|
|
389
|
-
output_language: z
|
|
390
|
-
.string()
|
|
391
|
-
.nullable()
|
|
392
|
-
.optional()
|
|
393
|
-
.describe("AI output language code (fr, en, de, …)."),
|
|
394
|
-
enable_signals: z
|
|
395
|
-
.boolean()
|
|
396
|
-
.optional()
|
|
397
|
-
.describe("Enable business signal detection for this persona."),
|
|
398
|
-
// prompt engineering
|
|
399
|
-
normalization_rules: z
|
|
400
|
-
.string()
|
|
401
|
-
.nullable()
|
|
402
|
-
.optional()
|
|
403
|
-
.describe("Free-form markdown injected into the ICP prompt."),
|
|
404
|
-
decision_maker_keywords: z
|
|
405
|
-
.record(z.array(z.string()))
|
|
406
|
-
.optional()
|
|
407
|
-
.describe("Terms implying decision power, keyed by language code. Example: { fr: ['Directeur', 'Chef de pôle'] }."),
|
|
408
|
-
card_analysis_sections: z
|
|
409
|
-
.object({
|
|
410
|
-
required: z.array(cardAnalysisSection).optional(),
|
|
411
|
-
optional: z.array(cardAnalysisSection).optional(),
|
|
412
|
-
})
|
|
413
|
-
.optional()
|
|
414
|
-
.describe("Analysis blocks separated into 'required' and 'optional'."),
|
|
415
|
-
signal_guidance: z
|
|
416
|
-
.string()
|
|
417
|
-
.nullable()
|
|
418
|
-
.optional()
|
|
419
|
-
.describe("Free-form markdown injected verbatim into signal prompt."),
|
|
420
|
-
signal_tier_rules: z
|
|
421
|
-
.object({
|
|
422
|
-
rules: z.array(signalTierRule).optional(),
|
|
423
|
-
})
|
|
424
|
-
.optional()
|
|
425
|
-
.describe("Rules mapping signal → tier (hot/warm/cold)."),
|
|
426
|
-
context: z
|
|
427
|
-
.string()
|
|
428
|
-
.nullable()
|
|
429
|
-
.optional()
|
|
430
|
-
.describe("Free-form markdown appended to the ICP prompt."),
|
|
431
|
-
extra_prompt_phases: z
|
|
432
|
-
.array(extraPromptPhase)
|
|
433
|
-
.optional()
|
|
434
|
-
.describe("Snippets inserted at named points. scope: 'qualify' | 'outreach'; insertion_point: 'prefix' | 'phase_1_5' | 'phase_2_extra' | 'suffix'."),
|
|
435
|
-
}, async (params) => {
|
|
436
|
-
try {
|
|
437
|
-
if (!params.organization_id) {
|
|
438
|
-
throw new Error("organization_id is required; no implicit tenant or global Persona is allowed.");
|
|
439
|
-
}
|
|
440
|
-
if (!params.vertical_id) {
|
|
441
|
-
throw new Error("vertical_id is required; an orphan Persona cannot be created or updated.");
|
|
442
|
-
}
|
|
443
|
-
if (params.id !== undefined && params.expected_updated_at === undefined) {
|
|
444
|
-
throw new Error("expected_updated_at is required when updating a Persona. Re-read it first; stale writes are rejected with 409.");
|
|
445
|
-
}
|
|
446
|
-
if (params.id === undefined && params.schema_packs === undefined) {
|
|
447
|
-
throw new Error("schema_packs is required when creating a Persona. Call list_crm_schema_packs, then select exactly one base pack and at most one compatible sector pack.");
|
|
448
|
-
}
|
|
449
|
-
if (params.schema_packs !== undefined) {
|
|
450
|
-
const selectionError = crmSchemaPackSelectionError(params.schema_packs, params.workflow_mode ?? (params.id === undefined ? "person_first" : undefined));
|
|
451
|
-
if (selectionError)
|
|
452
|
-
throw new Error(selectionError);
|
|
453
|
-
}
|
|
454
|
-
const body = {
|
|
455
|
-
name: params.name,
|
|
456
|
-
organizationId: params.organization_id,
|
|
457
|
-
verticalId: params.vertical_id,
|
|
458
|
-
};
|
|
459
|
-
if (params.id !== undefined)
|
|
460
|
-
body.id = params.id;
|
|
461
|
-
if (params.expected_updated_at !== undefined)
|
|
462
|
-
body.expectedUpdatedAt = params.expected_updated_at;
|
|
463
|
-
if (params.description !== undefined)
|
|
464
|
-
body.description = params.description;
|
|
465
|
-
if (params.company_qualification !== undefined)
|
|
466
|
-
body.companyQualification = params.company_qualification;
|
|
467
|
-
if (params.person_qualification !== undefined)
|
|
468
|
-
body.personQualification = params.person_qualification;
|
|
469
|
-
if (params.target_profile !== undefined)
|
|
470
|
-
body.targetProfile = params.target_profile;
|
|
471
|
-
if (params.disqualification_criteria !== undefined)
|
|
472
|
-
body.disqualificationCriteria = params.disqualification_criteria;
|
|
473
|
-
if (params.active_tools !== undefined)
|
|
474
|
-
body.activeTools = params.active_tools;
|
|
475
|
-
if (params.hot_criteria !== undefined)
|
|
476
|
-
body.hotCriteria = params.hot_criteria;
|
|
477
|
-
if (params.warm_criteria !== undefined)
|
|
478
|
-
body.warmCriteria = params.warm_criteria;
|
|
479
|
-
if (params.cold_criteria !== undefined)
|
|
480
|
-
body.coldCriteria = params.cold_criteria;
|
|
481
|
-
if (params.disqualified_criteria !== undefined)
|
|
482
|
-
body.disqualifiedCriteria = params.disqualified_criteria;
|
|
483
|
-
if (params.lookalike_clients !== undefined)
|
|
484
|
-
body.lookalikeClients = params.lookalike_clients.map(mapLookalikeClient);
|
|
485
|
-
if (params.pain_points !== undefined)
|
|
486
|
-
body.painPoints = params.pain_points;
|
|
487
|
-
if (params.icp_strategy !== undefined)
|
|
488
|
-
body.icpStrategy = params.icp_strategy;
|
|
489
|
-
if (params.strict_match !== undefined)
|
|
490
|
-
body.strictMatch = params.strict_match;
|
|
491
|
-
if (params.workflow_mode !== undefined)
|
|
492
|
-
body.workflowMode = params.workflow_mode;
|
|
493
|
-
if (params.schema_packs !== undefined)
|
|
494
|
-
body.schemaPacks = params.schema_packs;
|
|
495
|
-
if (params.output_language !== undefined)
|
|
496
|
-
body.outputLanguage = params.output_language;
|
|
497
|
-
if (params.enable_signals !== undefined)
|
|
498
|
-
body.enableSignals = params.enable_signals;
|
|
499
|
-
if (params.normalization_rules !== undefined)
|
|
500
|
-
body.normalizationRules = params.normalization_rules;
|
|
501
|
-
if (params.decision_maker_keywords !== undefined)
|
|
502
|
-
body.decisionMakerKeywords = params.decision_maker_keywords;
|
|
503
|
-
if (params.card_analysis_sections !== undefined) {
|
|
504
|
-
const cas = {};
|
|
505
|
-
if (params.card_analysis_sections.required !== undefined)
|
|
506
|
-
cas.required = params.card_analysis_sections.required.map(mapCardSection);
|
|
507
|
-
if (params.card_analysis_sections.optional !== undefined)
|
|
508
|
-
cas.optional = params.card_analysis_sections.optional.map(mapCardSection);
|
|
509
|
-
body.cardAnalysisSections = cas;
|
|
510
|
-
}
|
|
511
|
-
if (params.signal_guidance !== undefined)
|
|
512
|
-
body.signalGuidance = params.signal_guidance;
|
|
513
|
-
if (params.signal_tier_rules !== undefined) {
|
|
514
|
-
body.signalTierRules = {
|
|
515
|
-
rules: (params.signal_tier_rules.rules ?? []).map(mapSignalTierRule),
|
|
516
|
-
};
|
|
517
|
-
}
|
|
518
|
-
if (params.context !== undefined)
|
|
519
|
-
body.context = params.context;
|
|
520
|
-
if (params.extra_prompt_phases !== undefined)
|
|
521
|
-
body.extraPromptPhases =
|
|
522
|
-
params.extra_prompt_phases.map(mapExtraPromptPhase);
|
|
523
|
-
const data = await (client ?? getClient()).post("/api/persona", body);
|
|
524
|
-
return toolResult(data);
|
|
525
|
-
}
|
|
526
|
-
catch (error) {
|
|
527
|
-
return handlePersonaToolError(error);
|
|
528
|
-
}
|
|
529
|
-
});
|
|
530
|
-
// ── update_persona_schema_packs ───────────────────────────────────────
|
|
531
|
-
server.tool("update_persona_schema_packs", "Safely replace one Persona's CRM Schema Packs without rewriting unrelated Persona sections. " +
|
|
532
|
-
"Reads the current Persona, validates exactly one workflow-compatible base and at most one " +
|
|
533
|
-
"compatible sector pack, then writes schemaPacks through the canonical Persona endpoint. " +
|
|
534
|
-
"The response includes the persisted Persona and readiness proofs for every linked group.", {
|
|
535
|
-
...optimisticPersonaMutationShape,
|
|
536
|
-
id: z.string().describe("Persona ID to update."),
|
|
537
|
-
schema_packs: z
|
|
538
|
-
.array(z.enum(CRM_SCHEMA_PACKS))
|
|
539
|
-
.min(1)
|
|
540
|
-
.describe("Complete replacement selection. Call list_crm_schema_packs first."),
|
|
541
|
-
}, async ({ organization_id, expected_updated_at, id, schema_packs }) => {
|
|
542
|
-
try {
|
|
543
|
-
const api = client ?? getClient();
|
|
544
|
-
const persona = await fetchPersona(id, organization_id, api);
|
|
545
|
-
const workflowMode = persona.workflowMode === "company_first" ? "company_first" : "person_first";
|
|
546
|
-
const selectionError = crmSchemaPackSelectionError(schema_packs, workflowMode);
|
|
547
|
-
if (selectionError)
|
|
548
|
-
throw new Error(selectionError);
|
|
549
|
-
const data = await postPersonaUpdate(persona, { schemaPacks: schema_packs }, organization_id, expected_updated_at, api);
|
|
550
|
-
return toolResult(data);
|
|
551
|
-
}
|
|
552
|
-
catch (error) {
|
|
553
|
-
return handlePersonaToolError(error);
|
|
554
|
-
}
|
|
555
|
-
});
|
|
556
|
-
// ── get_persona ────────────────────────────────────────────────────────
|
|
557
|
-
server.tool("get_persona", "Retrieve a single persona by ID, including all lead groups it's assigned to. " +
|
|
558
|
-
"SILO: the outreach trio (outreachTemplates, outreachSignalRouting, outreachFields) " +
|
|
559
|
-
"is STRIPPED by default to keep the response focused on the persona's targeting & " +
|
|
560
|
-
"qualification concerns (~37k chars instead of ~63k). Pass include_outreach=true to " +
|
|
561
|
-
"get the full payload — but for outreach-only reads prefer get_outreach_templates " +
|
|
562
|
-
"(a much smaller, dedicated read).", {
|
|
563
|
-
organization_id: z
|
|
564
|
-
.string()
|
|
565
|
-
.trim()
|
|
566
|
-
.min(1)
|
|
567
|
-
.describe("Required organization ID; no tenant is inferred."),
|
|
568
|
-
id: z.string().describe("Persona ID."),
|
|
569
|
-
include_outreach: z
|
|
570
|
-
.boolean()
|
|
571
|
-
.optional()
|
|
572
|
-
.default(false)
|
|
573
|
-
.describe("If true, keep the outreach trio in the response (outreachTemplates, " +
|
|
574
|
-
"outreachSignalRouting, outreachFields). Default false (SILO: outreach lives " +
|
|
575
|
-
"in its own tool)."),
|
|
576
|
-
}, async ({ organization_id, id, include_outreach }) => {
|
|
577
|
-
try {
|
|
578
|
-
const data = await (client ?? getClient()).get(`/api/persona/${encodeURIComponent(id)}`, new URLSearchParams({ organizationId: organization_id }));
|
|
579
|
-
// SILO defense in depth: strip the outreach trio locally unless the
|
|
580
|
-
// caller explicitly opted in. Outreach data belongs to the dedicated
|
|
581
|
-
// outreach tools — never mix it with the persona read by default.
|
|
582
|
-
if (!include_outreach && data && typeof data === "object") {
|
|
583
|
-
const wrapper = data;
|
|
584
|
-
if (wrapper && typeof wrapper === "object") {
|
|
585
|
-
delete wrapper.outreachTemplates;
|
|
586
|
-
delete wrapper.outreachSignalRouting;
|
|
587
|
-
delete wrapper.outreachFields;
|
|
588
|
-
}
|
|
589
|
-
// The persona can also be wrapped under {persona: {...}} depending
|
|
590
|
-
// on the API path. Strip there too.
|
|
591
|
-
const inner = wrapper.persona;
|
|
592
|
-
if (inner && typeof inner === "object") {
|
|
593
|
-
delete inner.outreachTemplates;
|
|
594
|
-
delete inner.outreachSignalRouting;
|
|
595
|
-
delete inner.outreachFields;
|
|
596
|
-
}
|
|
597
|
-
}
|
|
598
|
-
return toolResult(data);
|
|
599
|
-
}
|
|
600
|
-
catch (error) {
|
|
601
|
-
return handlePersonaToolError(error);
|
|
602
|
-
}
|
|
603
|
-
});
|
|
604
|
-
// ── get_outreach_templates ─────────────────────────────────────────────
|
|
605
|
-
server.tool("get_outreach_templates", "Read the persona's outreach trio ONLY (outreachSignalRouting, outreachTemplates, " +
|
|
606
|
-
"outreachFields). SILO: this is the dedicated read for outreach data — never call " +
|
|
607
|
-
"get_persona with include_outreach=true for routine reads. Returns a small payload " +
|
|
608
|
-
"regardless of persona size, so it's safe to call mid-session without saturating " +
|
|
609
|
-
"the LLM context. " +
|
|
610
|
-
"Resolves the persona from the lead group (lead_group_id → personaId → persona), " +
|
|
611
|
-
"then projects the trio. If the lead group has no persona, returns an error.", {
|
|
612
|
-
lead_group_id: z
|
|
613
|
-
.string()
|
|
614
|
-
.describe("Lead group ID. The persona is resolved server-side from the group's personaId."),
|
|
615
|
-
}, async ({ lead_group_id }) => {
|
|
616
|
-
try {
|
|
617
|
-
// Step 1: resolve the persona assigned to this lead group (slim view).
|
|
618
|
-
// We only need the persona's id from here — we re-fetch the full
|
|
619
|
-
// persona below to grab the outreach trio.
|
|
620
|
-
const groupPersona = (await (client ?? getClient()).get(`/api/lead-group/${encodeURIComponent(lead_group_id)}/persona`));
|
|
621
|
-
const personaId = groupPersona?.persona?.id;
|
|
622
|
-
const organizationId = groupPersona?.organizationId;
|
|
623
|
-
if (!personaId || !organizationId) {
|
|
624
|
-
return toolError(`No usable tenant-scoped Persona is assigned to lead group "${lead_group_id}". ` +
|
|
625
|
-
`Assign one ACTIVE Persona linked to a Vertical before reading outreach templates.`);
|
|
626
|
-
}
|
|
627
|
-
// Step 2: fetch the full persona so we can project the trio.
|
|
628
|
-
const full = (await (client ?? getClient()).get(`/api/persona/${encodeURIComponent(personaId)}`, new URLSearchParams({ organizationId })));
|
|
629
|
-
// The API may return either a bare persona or {persona: {...}}.
|
|
630
|
-
const persona = full.persona ?? full;
|
|
631
|
-
const trio = {
|
|
632
|
-
outreachSignalRouting: persona.outreachSignalRouting ?? null,
|
|
633
|
-
outreachTemplates: persona.outreachTemplates ?? [],
|
|
634
|
-
outreachFields: persona.outreachFields ?? [],
|
|
635
|
-
};
|
|
636
|
-
return toolResult({
|
|
637
|
-
personaId,
|
|
638
|
-
...trio,
|
|
639
|
-
_note: "SILO projection. To edit, use update_persona_outreach_template or " +
|
|
640
|
-
"update_persona_outreach_signal_routing. Do NOT use upsert_persona for outreach " +
|
|
641
|
-
"fields (SILO rejection).",
|
|
642
|
-
});
|
|
643
|
-
}
|
|
644
|
-
catch (error) {
|
|
645
|
-
return handlePersonaToolError(error);
|
|
646
|
-
}
|
|
647
|
-
});
|
|
648
|
-
// ── change_persona_status ─────────────────────────────────────────────
|
|
649
|
-
server.tool("change_persona_status", "Change one tenant-scoped Persona between DRAFT, ACTIVE, and ARCHIVED. " +
|
|
650
|
-
"The exact expected_updated_at from the caller's read is mandatory. Activation requires an ACTIVE Vertical " +
|
|
651
|
-
"plus qualification-ready content; archive is blocked while durable references remain; ARCHIVED can only return to DRAFT.", {
|
|
652
|
-
...optimisticPersonaMutationShape,
|
|
653
|
-
id: z.string().min(1).describe("Persona ID."),
|
|
654
|
-
status: z.enum(["DRAFT", "ACTIVE", "ARCHIVED"]),
|
|
655
|
-
}, async ({ organization_id, expected_updated_at, id, status }) => {
|
|
656
|
-
try {
|
|
657
|
-
const query = new URLSearchParams({ organizationId: organization_id });
|
|
658
|
-
const data = await (client ?? getClient()).post(`/api/persona/${encodeURIComponent(id)}/status?${query.toString()}`, { expectedUpdatedAt: expected_updated_at, status });
|
|
659
|
-
return toolResult(data);
|
|
660
|
-
}
|
|
661
|
-
catch (error) {
|
|
662
|
-
return handlePersonaToolError(error);
|
|
663
|
-
}
|
|
80
|
+
return input.client.post("/api/persona", {
|
|
81
|
+
id: persona.id,
|
|
82
|
+
name: persona.name,
|
|
83
|
+
organizationId: input.organizationId,
|
|
84
|
+
verticalId: persona.verticalId,
|
|
85
|
+
expectedUpdatedAt: input.expectedUpdatedAt,
|
|
86
|
+
personaContract: input.contract,
|
|
664
87
|
});
|
|
665
|
-
|
|
666
|
-
|
|
667
|
-
|
|
668
|
-
|
|
669
|
-
"Returns a COMPACT view by default (id, name, organizationId, truncated description) " +
|
|
670
|
-
"to avoid blowing up context — full persona objects can be heavy (~10k chars each). " +
|
|
671
|
-
"Pass verbose=true to get the full objects, or call get_persona(id) for a single full persona.", {
|
|
672
|
-
organization_id: z
|
|
673
|
-
.string()
|
|
674
|
-
.trim()
|
|
675
|
-
.min(1)
|
|
676
|
-
.describe("Required organization ID. The literal string 'null' and implicit tenant selection are forbidden."),
|
|
677
|
-
verbose: z
|
|
678
|
-
.boolean()
|
|
679
|
-
.optional()
|
|
680
|
-
.describe("If true, return full persona objects with every field. Defaults to false (compact view: id, name, organizationId, short description)."),
|
|
681
|
-
}, async ({ organization_id, verbose }) => {
|
|
88
|
+
}
|
|
89
|
+
export function registerPersonaTools(server, injectedClient) {
|
|
90
|
+
const client = injectedClient ?? getClient();
|
|
91
|
+
server.tool("list_persona_contracts", "List canonical Persona contract headers for one explicit organization.", tenantScope, async ({ organization_id }) => {
|
|
682
92
|
try {
|
|
683
|
-
const
|
|
684
|
-
const
|
|
685
|
-
if (verbose)
|
|
686
|
-
return toolResult(data);
|
|
687
|
-
// Project to compact view: id, name, organizationId, truncated description.
|
|
688
|
-
const personas = data && typeof data === "object" && "personas" in data
|
|
689
|
-
? data.personas
|
|
690
|
-
: null;
|
|
93
|
+
const response = await client.get("/api/persona", new URLSearchParams({ organizationId: organization_id }));
|
|
94
|
+
const personas = response.personas;
|
|
691
95
|
if (!Array.isArray(personas))
|
|
692
|
-
|
|
693
|
-
|
|
694
|
-
const compact = personas.map((p) => {
|
|
695
|
-
const obj = p;
|
|
696
|
-
const desc = typeof obj.description === "string" ? obj.description : undefined;
|
|
697
|
-
return {
|
|
698
|
-
id: obj.id,
|
|
699
|
-
name: obj.name,
|
|
700
|
-
organizationId: obj.organizationId,
|
|
701
|
-
verticalId: obj.verticalId,
|
|
702
|
-
status: obj.status,
|
|
703
|
-
...(desc !== undefined && {
|
|
704
|
-
description: desc.length > DESC_MAX ? `${desc.slice(0, DESC_MAX)}…` : desc,
|
|
705
|
-
}),
|
|
706
|
-
};
|
|
707
|
-
});
|
|
708
|
-
return toolResult({
|
|
709
|
-
personas: compact,
|
|
710
|
-
count: compact.length,
|
|
711
|
-
_note: "Compact view. Call get_persona(id) for full details, or list_personas with verbose=true.",
|
|
712
|
-
});
|
|
713
|
-
}
|
|
714
|
-
catch (error) {
|
|
715
|
-
return handlePersonaToolError(error);
|
|
716
|
-
}
|
|
717
|
-
});
|
|
718
|
-
// ════════════════════════════════════════════════════════════════════════
|
|
719
|
-
// GRANULAR PATCH TOOLS — read-modify-write, scoped to one section each
|
|
720
|
-
// ════════════════════════════════════════════════════════════════════════
|
|
721
|
-
// ── update_persona_identity ────────────────────────────────────────────
|
|
722
|
-
server.tool("update_persona_identity", "Patch top-level scalar fields of a persona (name, description, " +
|
|
723
|
-
"output_language, workflow_mode, strict_match, enable_signals). " +
|
|
724
|
-
"Pass only the fields you want to change. Other persona sections are untouched.", {
|
|
725
|
-
...optimisticPersonaMutationShape,
|
|
726
|
-
id: z.string().describe("Persona ID."),
|
|
727
|
-
name: z.string().min(1).optional().describe("New persona name."),
|
|
728
|
-
description: z.string().nullable().optional().describe("Detailed description."),
|
|
729
|
-
output_language: z
|
|
730
|
-
.string()
|
|
731
|
-
.nullable()
|
|
732
|
-
.optional()
|
|
733
|
-
.describe("Output language code (fr, en, de, …)."),
|
|
734
|
-
workflow_mode: z
|
|
735
|
-
.enum(["company_first", "person_first"])
|
|
736
|
-
.nullable()
|
|
737
|
-
.optional()
|
|
738
|
-
.describe("Qualification mode."),
|
|
739
|
-
strict_match: z
|
|
740
|
-
.boolean()
|
|
741
|
-
.optional()
|
|
742
|
-
.describe("If true, reject non-perfectly-aligned leads."),
|
|
743
|
-
enable_signals: z
|
|
744
|
-
.boolean()
|
|
745
|
-
.optional()
|
|
746
|
-
.describe("Enable business signal detection for this persona."),
|
|
747
|
-
}, async ({ organization_id, expected_updated_at, id, name, description, output_language, workflow_mode, strict_match, enable_signals, }) => {
|
|
748
|
-
try {
|
|
749
|
-
if (name === undefined &&
|
|
750
|
-
description === undefined &&
|
|
751
|
-
output_language === undefined &&
|
|
752
|
-
workflow_mode === undefined &&
|
|
753
|
-
strict_match === undefined &&
|
|
754
|
-
enable_signals === undefined) {
|
|
755
|
-
return toolError("Provide at least one field to update.");
|
|
756
|
-
}
|
|
757
|
-
const current = await fetchPersona(id, organization_id, client ?? getClient());
|
|
758
|
-
const body = {};
|
|
759
|
-
if (description !== undefined)
|
|
760
|
-
body.description = description;
|
|
761
|
-
if (output_language !== undefined)
|
|
762
|
-
body.outputLanguage = output_language;
|
|
763
|
-
if (workflow_mode !== undefined)
|
|
764
|
-
body.workflowMode = workflow_mode;
|
|
765
|
-
if (strict_match !== undefined)
|
|
766
|
-
body.strictMatch = strict_match;
|
|
767
|
-
if (enable_signals !== undefined)
|
|
768
|
-
body.enableSignals = enable_signals;
|
|
769
|
-
const data = await postPersonaUpdate({ ...current, name: name ?? current.name }, body, organization_id, expected_updated_at, client ?? getClient());
|
|
770
|
-
return toolResult(data);
|
|
771
|
-
}
|
|
772
|
-
catch (error) {
|
|
773
|
-
return handlePersonaToolError(error);
|
|
774
|
-
}
|
|
775
|
-
});
|
|
776
|
-
// ── update_persona_target_profile ──────────────────────────────────────
|
|
777
|
-
server.tool("update_persona_target_profile", "Patch the targetProfile JSON column. Reads current targetProfile, shallow-merges " +
|
|
778
|
-
"the keys you pass, optionally removes specified keys, then writes back. Common " +
|
|
779
|
-
"keys: job_titles, specialties, seniority_min, decision_maker, buying_power, " +
|
|
780
|
-
"target_company_types, min_company_size, interest_topics. Other targetProfile " +
|
|
781
|
-
"keys remain intact.", {
|
|
782
|
-
...optimisticPersonaMutationShape,
|
|
783
|
-
id: z.string().describe("Persona ID."),
|
|
784
|
-
patch: z
|
|
785
|
-
.record(z.unknown())
|
|
786
|
-
.optional()
|
|
787
|
-
.describe("Object whose keys are merged into the existing targetProfile (shallow). Keys you don't pass remain intact."),
|
|
788
|
-
remove_keys: z
|
|
789
|
-
.array(z.string())
|
|
790
|
-
.optional()
|
|
791
|
-
.describe("Keys to delete from targetProfile."),
|
|
792
|
-
}, async ({ organization_id, expected_updated_at, id, patch, remove_keys }) => {
|
|
793
|
-
try {
|
|
794
|
-
if ((patch === undefined || Object.keys(patch).length === 0) &&
|
|
795
|
-
(remove_keys === undefined || remove_keys.length === 0)) {
|
|
796
|
-
return toolError("Provide at least one of: patch (non-empty), remove_keys (non-empty).");
|
|
797
|
-
}
|
|
798
|
-
const current = await fetchPersona(id, organization_id, client ?? getClient());
|
|
799
|
-
const next = { ...asObject(current.targetProfile), ...(patch ?? {}) };
|
|
800
|
-
for (const k of remove_keys ?? [])
|
|
801
|
-
delete next[k];
|
|
802
|
-
const data = await postPersonaUpdate(current, { targetProfile: next }, organization_id, expected_updated_at, client ?? getClient());
|
|
803
|
-
return toolResult(data);
|
|
804
|
-
}
|
|
805
|
-
catch (error) {
|
|
806
|
-
return handlePersonaToolError(error);
|
|
807
|
-
}
|
|
808
|
-
});
|
|
809
|
-
// ── update_persona_disqualification ────────────────────────────────────
|
|
810
|
-
server.tool("update_persona_disqualification", "Patch the disqualificationCriteria JSON column (shallow merge). Common key: " +
|
|
811
|
-
"reasons (array of strings). Other keys remain intact.", {
|
|
812
|
-
...optimisticPersonaMutationShape,
|
|
813
|
-
id: z.string().describe("Persona ID."),
|
|
814
|
-
patch: z
|
|
815
|
-
.record(z.unknown())
|
|
816
|
-
.optional()
|
|
817
|
-
.describe("Object whose keys are merged into existing disqualificationCriteria (shallow)."),
|
|
818
|
-
remove_keys: z
|
|
819
|
-
.array(z.string())
|
|
820
|
-
.optional()
|
|
821
|
-
.describe("Keys to delete from disqualificationCriteria."),
|
|
822
|
-
}, async ({ organization_id, expected_updated_at, id, patch, remove_keys }) => {
|
|
823
|
-
try {
|
|
824
|
-
if ((patch === undefined || Object.keys(patch).length === 0) &&
|
|
825
|
-
(remove_keys === undefined || remove_keys.length === 0)) {
|
|
826
|
-
return toolError("Provide at least one of: patch (non-empty), remove_keys (non-empty).");
|
|
827
|
-
}
|
|
828
|
-
const current = await fetchPersona(id, organization_id, client ?? getClient());
|
|
829
|
-
const next = { ...asObject(current.disqualificationCriteria), ...(patch ?? {}) };
|
|
830
|
-
for (const k of remove_keys ?? [])
|
|
831
|
-
delete next[k];
|
|
832
|
-
const data = await postPersonaUpdate(current, { disqualificationCriteria: next }, organization_id, expected_updated_at, client ?? getClient());
|
|
833
|
-
return toolResult(data);
|
|
834
|
-
}
|
|
835
|
-
catch (error) {
|
|
836
|
-
return handlePersonaToolError(error);
|
|
837
|
-
}
|
|
838
|
-
});
|
|
839
|
-
// ── update_persona_active_tools ────────────────────────────────────────
|
|
840
|
-
server.tool("update_persona_active_tools", "Replace the activeTools list wholesale, OR add/remove specific entries while " +
|
|
841
|
-
"preserving the rest. Use 'tools' to fully replace; use 'add' / 'remove' for " +
|
|
842
|
-
"incremental edits (deduped).", {
|
|
843
|
-
...optimisticPersonaMutationShape,
|
|
844
|
-
id: z.string().describe("Persona ID."),
|
|
845
|
-
tools: z
|
|
846
|
-
.array(z.string())
|
|
847
|
-
.optional()
|
|
848
|
-
.describe("Full replacement list. Mutually exclusive with add/remove."),
|
|
849
|
-
add: z
|
|
850
|
-
.array(z.string())
|
|
851
|
-
.optional()
|
|
852
|
-
.describe("Tools to add (no-op if already present)."),
|
|
853
|
-
remove: z
|
|
854
|
-
.array(z.string())
|
|
855
|
-
.optional()
|
|
856
|
-
.describe("Tools to remove (no-op if absent)."),
|
|
857
|
-
}, async ({ organization_id, expected_updated_at, id, tools, add, remove }) => {
|
|
858
|
-
try {
|
|
859
|
-
if (tools === undefined && add === undefined && remove === undefined) {
|
|
860
|
-
return toolError("Provide one of: tools, add, remove.");
|
|
861
|
-
}
|
|
862
|
-
if (tools !== undefined && (add !== undefined || remove !== undefined)) {
|
|
863
|
-
return toolError("'tools' is mutually exclusive with 'add' / 'remove'.");
|
|
864
|
-
}
|
|
865
|
-
const current = await fetchPersona(id, organization_id, client ?? getClient());
|
|
866
|
-
let next;
|
|
867
|
-
if (tools !== undefined) {
|
|
868
|
-
next = tools;
|
|
869
|
-
}
|
|
870
|
-
else {
|
|
871
|
-
const set = new Set(asArray(current.activeTools));
|
|
872
|
-
for (const t of add ?? [])
|
|
873
|
-
set.add(t);
|
|
874
|
-
for (const t of remove ?? [])
|
|
875
|
-
set.delete(t);
|
|
876
|
-
next = Array.from(set);
|
|
877
|
-
}
|
|
878
|
-
const data = await postPersonaUpdate(current, { activeTools: next }, organization_id, expected_updated_at, client ?? getClient());
|
|
879
|
-
return toolResult(data);
|
|
96
|
+
throw new Error("PERSONA_LIST_INVALID_RESPONSE");
|
|
97
|
+
return toolResult(personas.map(canonicalPersona));
|
|
880
98
|
}
|
|
881
99
|
catch (error) {
|
|
882
|
-
return
|
|
100
|
+
return handleToolError(error);
|
|
883
101
|
}
|
|
884
102
|
});
|
|
885
|
-
|
|
886
|
-
server.tool("update_persona_tier_criteria", "Patch a single qualification tier (hot, warm, cold, or disqualified) without " +
|
|
887
|
-
"touching the other three. Each tier accepts either a free-form string or " +
|
|
888
|
-
"{criteria, examples, weight}. When passing a structured patch, sub-fields are " +
|
|
889
|
-
"merged into the existing structured tier (if any) — pass only what you want " +
|
|
890
|
-
"to change. Passing a string REPLACES the tier entirely.", {
|
|
891
|
-
...optimisticPersonaMutationShape,
|
|
892
|
-
id: z.string().describe("Persona ID."),
|
|
893
|
-
tier: z
|
|
894
|
-
.enum(["hot", "warm", "cold", "disqualified"])
|
|
895
|
-
.describe("Which tier to patch."),
|
|
896
|
-
criteria: z
|
|
897
|
-
.union([
|
|
898
|
-
z.string(),
|
|
899
|
-
z
|
|
900
|
-
.object({
|
|
901
|
-
criteria: z.string().optional(),
|
|
902
|
-
examples: z.string().optional(),
|
|
903
|
-
weight: z.number().optional(),
|
|
904
|
-
})
|
|
905
|
-
.passthrough(),
|
|
906
|
-
])
|
|
907
|
-
.describe("New tier value. String replaces wholesale; object is merged."),
|
|
908
|
-
}, async ({ organization_id, expected_updated_at, id, tier, criteria }) => {
|
|
103
|
+
server.tool("get_persona_contract", "Read one canonical Persona contract before editing it.", { ...tenantScope, id: z.string().min(1) }, async ({ organization_id, id }) => {
|
|
909
104
|
try {
|
|
910
|
-
|
|
911
|
-
hot: "hotCriteria",
|
|
912
|
-
warm: "warmCriteria",
|
|
913
|
-
cold: "coldCriteria",
|
|
914
|
-
disqualified: "disqualifiedCriteria",
|
|
915
|
-
};
|
|
916
|
-
const field = fieldMap[tier];
|
|
917
|
-
const current = await fetchPersona(id, organization_id, client ?? getClient());
|
|
918
|
-
let nextValue;
|
|
919
|
-
if (typeof criteria === "string") {
|
|
920
|
-
nextValue = criteria;
|
|
921
|
-
}
|
|
922
|
-
else {
|
|
923
|
-
const existing = current[field];
|
|
924
|
-
const base = existing && typeof existing === "object" && !Array.isArray(existing)
|
|
925
|
-
? existing
|
|
926
|
-
: {};
|
|
927
|
-
nextValue = { ...base, ...criteria };
|
|
928
|
-
}
|
|
929
|
-
const data = await postPersonaUpdate(current, { [field]: nextValue }, organization_id, expected_updated_at, client ?? getClient());
|
|
930
|
-
return toolResult(data);
|
|
105
|
+
return toolResult(canonicalPersona(await fetchPersona(id, organization_id, client)));
|
|
931
106
|
}
|
|
932
107
|
catch (error) {
|
|
933
|
-
return
|
|
108
|
+
return handleToolError(error);
|
|
934
109
|
}
|
|
935
110
|
});
|
|
936
|
-
|
|
937
|
-
|
|
938
|
-
|
|
939
|
-
|
|
940
|
-
|
|
941
|
-
|
|
942
|
-
|
|
943
|
-
action: z
|
|
944
|
-
.enum(["add", "replace", "remove"])
|
|
945
|
-
.describe("add = append (fails if name already exists); replace = overwrite by name; remove = delete by name."),
|
|
946
|
-
name: z
|
|
947
|
-
.string()
|
|
948
|
-
.optional()
|
|
949
|
-
.describe("Lookup key for replace/remove. Required for those actions. For 'add', the name is taken from the client payload."),
|
|
950
|
-
client: lookalikeClient
|
|
951
|
-
.optional()
|
|
952
|
-
.describe("Client payload. Required for 'add' and 'replace'. Schema: {name, sector?, size?, segment?, comparison_criteria?}."),
|
|
953
|
-
}, async ({ organization_id, expected_updated_at, id, action, name, client: lookalikeClientInput }) => {
|
|
111
|
+
server.tool("create_persona_contract", "Create a Persona from one complete canonical contract. Historical Persona fields are not accepted.", {
|
|
112
|
+
...tenantScope,
|
|
113
|
+
vertical_id: z.string().trim().min(1),
|
|
114
|
+
name: z.string().trim().min(1),
|
|
115
|
+
description: z.string().optional(),
|
|
116
|
+
contract: contractSchema,
|
|
117
|
+
}, async ({ organization_id, vertical_id, name, description, contract }) => {
|
|
954
118
|
try {
|
|
955
|
-
|
|
956
|
-
|
|
957
|
-
|
|
958
|
-
|
|
959
|
-
|
|
960
|
-
|
|
961
|
-
|
|
962
|
-
const list = asArray(current.lookalikeClients).map((c) => ({ ...c }));
|
|
963
|
-
if (action === "add") {
|
|
964
|
-
const newName = lookalikeClientInput.name;
|
|
965
|
-
if (list.some((c) => c.name === newName)) {
|
|
966
|
-
return toolError(`A lookalike client with name "${newName}" already exists. Use action 'replace' instead.`);
|
|
967
|
-
}
|
|
968
|
-
list.push(mapLookalikeClient(lookalikeClientInput));
|
|
969
|
-
}
|
|
970
|
-
else if (action === "replace") {
|
|
971
|
-
const idx = list.findIndex((c) => c.name === name);
|
|
972
|
-
if (idx === -1) {
|
|
973
|
-
return toolError(`No lookalike client found with name "${name}".`);
|
|
974
|
-
}
|
|
975
|
-
list[idx] = mapLookalikeClient(lookalikeClientInput);
|
|
976
|
-
}
|
|
977
|
-
else {
|
|
978
|
-
const before = list.length;
|
|
979
|
-
const filtered = list.filter((c) => c.name !== name);
|
|
980
|
-
if (filtered.length === before) {
|
|
981
|
-
return toolError(`No lookalike client found with name "${name}".`);
|
|
982
|
-
}
|
|
983
|
-
list.length = 0;
|
|
984
|
-
list.push(...filtered);
|
|
985
|
-
}
|
|
986
|
-
const data = await postPersonaUpdate(current, { lookalikeClients: list }, organization_id, expected_updated_at, client ?? getClient());
|
|
987
|
-
return toolResult(data);
|
|
119
|
+
return toolResult(await client.post("/api/persona", {
|
|
120
|
+
organizationId: organization_id,
|
|
121
|
+
verticalId: vertical_id,
|
|
122
|
+
name,
|
|
123
|
+
...(description !== undefined ? { description } : {}),
|
|
124
|
+
personaContract: contract,
|
|
125
|
+
}));
|
|
988
126
|
}
|
|
989
127
|
catch (error) {
|
|
990
|
-
return
|
|
128
|
+
return handleToolError(error);
|
|
991
129
|
}
|
|
992
130
|
});
|
|
993
|
-
|
|
994
|
-
server.tool("update_persona_pain_point", "Add, replace, or remove a single pain point without re-sending the whole list. " +
|
|
995
|
-
"Pain points have no stable id — entries are addressed by zero-based index. " +
|
|
996
|
-
"Beware: indices shift after a remove, so re-fetch before chaining edits.", {
|
|
997
|
-
...optimisticPersonaMutationShape,
|
|
998
|
-
id: z.string().describe("Persona ID."),
|
|
999
|
-
action: z
|
|
1000
|
-
.enum(["add", "replace", "remove"])
|
|
1001
|
-
.describe("add = append; replace = overwrite at index; remove = delete at index."),
|
|
1002
|
-
index: z
|
|
1003
|
-
.number()
|
|
1004
|
-
.int()
|
|
1005
|
-
.nonnegative()
|
|
1006
|
-
.optional()
|
|
1007
|
-
.describe("Zero-based index. Required for 'replace' and 'remove'."),
|
|
1008
|
-
pain: painPoint
|
|
1009
|
-
.optional()
|
|
1010
|
-
.describe("Pain payload {title?, description?}. Required for 'add' and 'replace'."),
|
|
1011
|
-
}, async ({ organization_id, expected_updated_at, id, action, index, pain }) => {
|
|
131
|
+
server.tool("replace_persona_contract", "Replace the complete canonical contract using optimistic concurrency.", { ...optimisticScope, id: z.string().min(1), contract: contractSchema }, async ({ organization_id, id, expected_updated_at, contract }) => {
|
|
1012
132
|
try {
|
|
1013
|
-
|
|
1014
|
-
|
|
1015
|
-
|
|
1016
|
-
|
|
1017
|
-
|
|
1018
|
-
|
|
1019
|
-
|
|
1020
|
-
const list = asArray(current.painPoints).map((p) => ({ ...p }));
|
|
1021
|
-
if (action === "add") {
|
|
1022
|
-
list.push(pain);
|
|
1023
|
-
}
|
|
1024
|
-
else if (action === "replace") {
|
|
1025
|
-
if (index < 0 || index >= list.length) {
|
|
1026
|
-
return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
|
|
1027
|
-
}
|
|
1028
|
-
list[index] = pain;
|
|
1029
|
-
}
|
|
1030
|
-
else {
|
|
1031
|
-
if (index < 0 || index >= list.length) {
|
|
1032
|
-
return toolError(`Index ${index} out of bounds (list has ${list.length} entries).`);
|
|
1033
|
-
}
|
|
1034
|
-
list.splice(index, 1);
|
|
1035
|
-
}
|
|
1036
|
-
const data = await postPersonaUpdate(current, { painPoints: list }, organization_id, expected_updated_at, client ?? getClient());
|
|
1037
|
-
return toolResult(data);
|
|
133
|
+
return toolResult(await replaceContract({
|
|
134
|
+
organizationId: organization_id,
|
|
135
|
+
id,
|
|
136
|
+
expectedUpdatedAt: expected_updated_at,
|
|
137
|
+
contract,
|
|
138
|
+
client,
|
|
139
|
+
}));
|
|
1038
140
|
}
|
|
1039
141
|
catch (error) {
|
|
1040
|
-
return
|
|
142
|
+
return handleToolError(error);
|
|
1041
143
|
}
|
|
1042
144
|
});
|
|
1043
|
-
|
|
1044
|
-
|
|
1045
|
-
|
|
1046
|
-
|
|
1047
|
-
|
|
1048
|
-
|
|
1049
|
-
id: z.string().describe("Persona ID."),
|
|
1050
|
-
normalization_rules: z
|
|
1051
|
-
.string()
|
|
1052
|
-
.nullable()
|
|
1053
|
-
.optional()
|
|
1054
|
-
.describe("Markdown injected into the ICP prompt. Null clears it."),
|
|
1055
|
-
signal_guidance: z
|
|
1056
|
-
.string()
|
|
1057
|
-
.nullable()
|
|
1058
|
-
.optional()
|
|
1059
|
-
.describe("Markdown injected into the signal prompt. Null clears it."),
|
|
1060
|
-
tone_instructions: z
|
|
1061
|
-
.string()
|
|
1062
|
-
.nullable()
|
|
1063
|
-
.optional()
|
|
1064
|
-
.describe("Markdown for voice / tone guidance. Null clears it."),
|
|
1065
|
-
context: z
|
|
1066
|
-
.string()
|
|
1067
|
-
.nullable()
|
|
1068
|
-
.optional()
|
|
1069
|
-
.describe("Markdown appended to the ICP prompt. Null clears it."),
|
|
1070
|
-
}, async ({ organization_id, expected_updated_at, id, normalization_rules, signal_guidance, tone_instructions, context, }) => {
|
|
145
|
+
server.tool("patch_persona_contract", "Change one canonical contract path using optimistic concurrency. Removing a field is forbidden because the contract is strict and complete.", {
|
|
146
|
+
...optimisticScope,
|
|
147
|
+
id: z.string().min(1),
|
|
148
|
+
path: z.string().trim().min(1),
|
|
149
|
+
value: z.unknown(),
|
|
150
|
+
}, async ({ organization_id, id, expected_updated_at, path, value }) => {
|
|
1071
151
|
try {
|
|
1072
|
-
|
|
1073
|
-
|
|
1074
|
-
|
|
1075
|
-
|
|
1076
|
-
|
|
1077
|
-
|
|
1078
|
-
|
|
1079
|
-
|
|
1080
|
-
|
|
1081
|
-
body.normalizationRules = normalization_rules;
|
|
1082
|
-
if (signal_guidance !== undefined)
|
|
1083
|
-
body.signalGuidance = signal_guidance;
|
|
1084
|
-
if (tone_instructions !== undefined)
|
|
1085
|
-
body.toneInstructions = tone_instructions;
|
|
1086
|
-
if (context !== undefined)
|
|
1087
|
-
body.context = context;
|
|
1088
|
-
const data = await postPersonaUpdate(current, body, organization_id, expected_updated_at, client ?? getClient());
|
|
1089
|
-
return toolResult(data);
|
|
152
|
+
const persona = await fetchPersona(id, organization_id, client);
|
|
153
|
+
const contract = canonicalPersona(persona).contract;
|
|
154
|
+
return toolResult(await replaceContract({
|
|
155
|
+
organizationId: organization_id,
|
|
156
|
+
id,
|
|
157
|
+
expectedUpdatedAt: expected_updated_at,
|
|
158
|
+
contract: setContractPath(contract, path, value),
|
|
159
|
+
client,
|
|
160
|
+
}));
|
|
1090
161
|
}
|
|
1091
162
|
catch (error) {
|
|
1092
|
-
return
|
|
163
|
+
return handleToolError(error);
|
|
1093
164
|
}
|
|
1094
165
|
});
|
|
1095
|
-
|
|
1096
|
-
server.tool("update_persona_icp_strategy", "Patch the icpStrategy JSON column. Mental map consumed verbatim by the outreach " +
|
|
1097
|
-
"agent preflight: {dealType, dreamOutcome, mainPains[], keyObjections[], " +
|
|
1098
|
-
"decisionDrivers[]}. Reads current icpStrategy, shallow-merges the keys you " +
|
|
1099
|
-
"pass, optionally removes specified keys. Arrays (mainPains, keyObjections, " +
|
|
1100
|
-
"decisionDrivers) are REPLACED wholesale when passed.", {
|
|
1101
|
-
...optimisticPersonaMutationShape,
|
|
1102
|
-
id: z.string().describe("Persona ID."),
|
|
1103
|
-
dealType: z
|
|
1104
|
-
.string()
|
|
1105
|
-
.optional()
|
|
1106
|
-
.describe("Type of deal (e.g. 'midmarket', 'enterprise', 'self-serve')."),
|
|
1107
|
-
dreamOutcome: z
|
|
1108
|
-
.string()
|
|
1109
|
-
.optional()
|
|
1110
|
-
.describe("The aspirational result the lead wants."),
|
|
1111
|
-
mainPains: z
|
|
1112
|
-
.array(z.string())
|
|
1113
|
-
.optional()
|
|
1114
|
-
.describe("Replaces the mainPains array wholesale when passed."),
|
|
1115
|
-
keyObjections: z
|
|
1116
|
-
.array(z.string())
|
|
1117
|
-
.optional()
|
|
1118
|
-
.describe("Replaces the keyObjections array wholesale when passed."),
|
|
1119
|
-
decisionDrivers: z
|
|
1120
|
-
.array(z.string())
|
|
1121
|
-
.optional()
|
|
1122
|
-
.describe("Replaces the decisionDrivers array wholesale when passed."),
|
|
1123
|
-
patch: z
|
|
1124
|
-
.record(z.unknown())
|
|
1125
|
-
.optional()
|
|
1126
|
-
.describe("Escape hatch for any additional/forward-compat keys — shallow-merged after the named fields."),
|
|
1127
|
-
remove_keys: z
|
|
1128
|
-
.array(z.string())
|
|
1129
|
-
.optional()
|
|
1130
|
-
.describe("Keys to delete from icpStrategy."),
|
|
1131
|
-
}, async ({ organization_id, expected_updated_at, id, dealType, dreamOutcome, mainPains, keyObjections, decisionDrivers, patch, remove_keys, }) => {
|
|
166
|
+
server.tool("change_persona_status", "Change only Persona lifecycle status; it never changes business contract content.", { ...optimisticScope, id: z.string().min(1), status: z.enum(["DRAFT", "ACTIVE", "ARCHIVED"]) }, async ({ organization_id, id, expected_updated_at, status }) => {
|
|
1132
167
|
try {
|
|
1133
|
-
|
|
1134
|
-
dreamOutcome === undefined &&
|
|
1135
|
-
mainPains === undefined &&
|
|
1136
|
-
keyObjections === undefined &&
|
|
1137
|
-
decisionDrivers === undefined &&
|
|
1138
|
-
(patch === undefined || Object.keys(patch).length === 0) &&
|
|
1139
|
-
(remove_keys === undefined || remove_keys.length === 0)) {
|
|
1140
|
-
return toolError("Provide at least one field to update.");
|
|
1141
|
-
}
|
|
1142
|
-
const current = await fetchPersona(id, organization_id, client ?? getClient());
|
|
1143
|
-
const next = { ...asObject(current.icpStrategy) };
|
|
1144
|
-
if (dealType !== undefined)
|
|
1145
|
-
next.dealType = dealType;
|
|
1146
|
-
if (dreamOutcome !== undefined)
|
|
1147
|
-
next.dreamOutcome = dreamOutcome;
|
|
1148
|
-
if (mainPains !== undefined)
|
|
1149
|
-
next.mainPains = mainPains;
|
|
1150
|
-
if (keyObjections !== undefined)
|
|
1151
|
-
next.keyObjections = keyObjections;
|
|
1152
|
-
if (decisionDrivers !== undefined)
|
|
1153
|
-
next.decisionDrivers = decisionDrivers;
|
|
1154
|
-
if (patch !== undefined)
|
|
1155
|
-
Object.assign(next, patch);
|
|
1156
|
-
for (const k of remove_keys ?? [])
|
|
1157
|
-
delete next[k];
|
|
1158
|
-
const data = await postPersonaUpdate(current, { icpStrategy: next }, organization_id, expected_updated_at, client ?? getClient());
|
|
1159
|
-
return toolResult(data);
|
|
168
|
+
return toolResult(await client.post(`/api/persona/${encodeURIComponent(id)}/status?organizationId=${encodeURIComponent(organization_id)}`, { expectedUpdatedAt: expected_updated_at, status }));
|
|
1160
169
|
}
|
|
1161
170
|
catch (error) {
|
|
1162
|
-
return
|
|
171
|
+
return handleToolError(error);
|
|
1163
172
|
}
|
|
1164
173
|
});
|
|
1165
174
|
}
|