@agifyai/leadify-mcp 9.9.0 → 9.10.0

package/README.md

@@ -268,8 +268,14 @@ Leadify et ne doit jamais être envoyée par un agent MCP.
 | `upsert_person_leads_with_employment` | Créer ou réconcilier atomiquement des Person Leads, PERSON, EMPLOYED_BY, projections et historique, sans effet commercial. |
 | `create_person_employment_evidence` / `get_person_employment_evidence` | Créer puis relire une preuve d’emploi individuelle tenant-scopée ; transmettre l’`evidence.id` retourné tel quel à l’upsert Person. |
 | `exclude_account` | Exclure une entreprise (établissement) et toutes ses personnes liées : cause protégée `ACCOUNT_EXCLUDED`, motif et URL source obligatoires, `level: "establishment"`. |
-| `exclude_lead` / `reintegrate_lead` | Exclure ou réintégrer une personne avec les mêmes commandes que l'interface ; raison obligatoire, aucun motif protégé levé. |
-| `get_outreach_state` | Lire causes actives, version et date de 1 à 100 fiches. |
+| `exclude_lead` / `reintegrate_lead` | Exclure ou réintégrer une personne avec les mêmes commandes que l'interface ; raison obligatoire, aucun motif protégé levé. `exclude_lead` accepte `until` (AAAA-MM-JJ) pour une exclusion temporaire. |
+| `get_outreach_state` | Lire causes actives, version, date et fin d'exclusion temporaire (`excludedUntil`, `causes[].until`) de 1 à 100 fiches. |
+| `get_contact_state` | Avant d'écrire à quelqu'un : état de contact de 1 à 100 personnes, tel que la pastille et « Dernier contact » de Leadify (`PersonContactSummary`). |
+| `list_follow_ups` | Fil « À relancer » (`DUE`) ou « Réponses à traiter » (`REPLY_TO_HANDLE`) de la page Suivi, même ordre, paginé par curseur. |
+| `get_prospection_activity` | Compteurs et série jour par jour de la page Suivi pour 7, 30, 90 jours ou depuis toujours. |
+| `get_capture_coverage` | Boîtes mail et comptes LinkedIn réellement captés, avec leur état. |
+| `get_follow_up_cadence` | Rythme de relance de l'organisation (lecture seule). |
+| `get_prospect_approach` | Avant d'écrire à une personne : son Approche (quotidien, problématique, ce qu'elle veut, ce qu'on lui apporte). |
 | `preview_move_leads` | Essai à blanc du déplacement de fiches vers un autre groupe de la même organisation : sélection par identifiants, vue ou filtre (500 fiches au plus par appel, lots ensuite), refus par fiche avec motif, doublons dans le groupe cible, champs de schéma et relations à ajouter, blocages et empreinte du plan. |
 | `move_leads` | Appliquer un déplacement prévisualisé ; exige l'empreinte de la prévisualisation et une clé d'idempotence. La fiche garde son identifiant et tout son historique ; jamais de fusion. |
 | `undo_move_leads` / `get_lead_move` | Annuler ou relire une opération de déplacement par son identifiant. |
@@ -438,6 +444,22 @@ de délivrabilité ni l'exclusion d'une entreprise. Chaque écriture accepte
 `get_outreach_state` relit 1 à 100 fiches. Routes serveur : `/api/outreach/*`
 (PRD-2337), auteur tracé dans Leadify : propriétaire de la clé, source Agent.
 
+### Suivi de la prospection (PRD-2691)
+
+Les agents lisent ce que voit l'humain dans Leadify (jalon XXII, PRD-2657). Avant
+d'écrire à quelqu'un : `get_contact_state`, puis `get_prospect_approach`. Les
+échanges captés à la main (emails et messages LinkedIn, avec texte, auteur et
+origine) arrivent dans `organizationContact.exchanges` de
+`get_outreach_contact_history` et de la première page de
+`get_outreach_context_history`. Les vues (`preview_lead_view`,
+`create_lead_view`) acceptent les 12 champs `__contact_*` (dont `__contact_due`,
+le filtre « À relancer »), `within_last_days`, `older_than_days` et
+`includeEmpty`. Les listes fermées des entrées sont recopiées octet pour octet du
+contrat partagé `contact-tracking.v1` dans `src/tools/contact_tracking_contract.ts` ;
+les réponses du serveur sont rendues telles quelles, en JSON compact. Routes :
+`POST /api/contact-state`, `GET /api/prospection-tracking/{follow-up-feed,activity,coverage}`,
+`GET /api/campaign-wizard/follow-up-cadence`, `GET /api/prospect-approach/{leadId}`.
+
 ### Déplacer des prospects vers un autre groupe (PRD-2478)
 
 Pour réorganiser une base, **déplacer** les fiches plutôt que les copier

package/dist/server.js

@@ -1,6 +1,7 @@
 import { registerAgentOutreachTools } from "./tools/agent_outreach.js";
 import { registerQualificationRunTools } from "./tools/qualification_runs.js";
 import { registerOutreachExclusionTools } from "./tools/outreach_exclusion.js";
+import { registerProspectionTrackingTools } from "./tools/prospection_tracking.js";
 import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { registerAuthTools } from "./tools/auth.js";
 import { registerLeadTools } from "./tools/leads.js";
@@ -61,5 +62,6 @@ export function createServer() {
     registerPipelineTools(server);
     registerQualificationRunTools(server);
     registerOutreachExclusionTools(server);
+    registerProspectionTrackingTools(server);
     return server;
 }

package/dist/tools/agent_outreach.js

@@ -74,7 +74,7 @@ const CONTEXT_MODULE_DESCRIPTION = {
     playbook: "The published sales PLAYBOOK (GTM) of the organisation.",
     qualification: "What is KNOWN about the person: qualification document, freshness, failures and any refresh requested. Read the company module for the company cards.",
     signals: "WHY NOW: recent signals about the person and her company, newest first. Paged.",
-    history: "What was ALREADY SAID: messages exchanged with their text, known threads, the program's own messages, coverage. Newest first. Paged.",
+    history: "What was ALREADY SAID: messages exchanged with their text, known threads, the program's own messages, coverage. Newest first. Paged. The first page (no cursor) also carries organizationContact, outside the module version: alreadyInExchange, firstContactAllowed and exchanges[] captured across the whole organization, including emails and LinkedIn messages written by hand (at, channel, direction, origin MANUAL/CAMPAIGN/AGENT, author, subject, text).",
     crm: "CRM situation, exclusion and contact state: commercial status, reception, human takeover, thread-read readiness, last confirmed outbound and inbound. Check it before any first contact.",
     authorization: "What is PERMITTED: program state, caps, senders and the key's rights, with the authorization revision to copy into the decision.",
 };
@@ -94,7 +94,8 @@ export function registerAgentOutreachTools(server, client = getClient()) {
     register("query_outreach_prospects", "Select canonical people server-side before pagination. Recipes: followup_due = seven days without pending/unknown/reply; channel_gap = LinkedIn messages >=2 and Gmail=0; replies_to_handle. For 72 hours set filters.last_confirmed_outbound_before.before to an explicit ISO timestamp. Signal filters support detection dates, levels and person/company scope. filters.qualified:true keeps the people whose qualification is finished; filters.qualification_levels (hot, warm, cold; 1 to 3 values) filters the temperature. Keep cursor, filters and limit identical on continuation; selections expire after ten minutes. An incomplete history never proves no previous contact.", querySchema, async (v) => requireOutreachVersion(await client.post(postPath(`${programPath(v.program_id)}/prospects/query`, v.organization_id), queryBody(v)), "1.0.0"));
     const personSchema = z.object({ ...scope, lead_id: identifier }).strict();
     register("get_outreach_prospect_summary", "Read a selected person's compact identity, contact counts and selection reasons. This is NOT the writing context: use get_outreach_prospect_context before drafting.", personSchema, v => client.get(`${programPath(v.program_id)}/prospects/${encoded(v.lead_id)}`, params(v.organization_id)));
-    register("get_outreach_contact_history", "Read confirmed contact evidence for one person across accessible accounts, including pending, unknown and manual activity. Coverage limits remain explicit.", personSchema, v => client.get(`${programPath(v.program_id)}/contacts/${encoded(v.lead_id)}`, params(v.organization_id)));
+    register("get_outreach_contact_history", "Read confirmed contact evidence for one person across accessible accounts, including pending, unknown and manual activity. Coverage limits remain explicit." +
+        " Also organizationContact (whole organization, every mailbox and LinkedIn account of every member, not only the program senders): alreadyInExchange, firstContactAllowed, lastContactAt, reasonCode and exchanges[], the messages captured by Leadify, including emails and LinkedIn messages written by hand: at, channel, direction, kind, origin (MANUAL, CAMPAIGN, AGENT), author (member, Louise, Inconnu, or the person for a reply), subject and text (readable, quoted history removed, cut at 600 characters). firstContactAllowed=false forbids a first contact.", personSchema, v => client.get(`${programPath(v.program_id)}/contacts/${encoded(v.lead_id)}`, params(v.organization_id)));
     register("get_outreach_prospect_context", "LEGACY whole writing context, about 90 KB: runtimes that set aside tool results above 50,000 characters never see it. Agents must NOT call it: read get_outreach_context_summary, then the get_outreach_context_<module> tools. Kept for clients that can read very large results. Draft only when readiness.ready=true; WAIT requires resolving the stated reasons. Copy all versions, factsVersion, contextVersion and readAt into the current decision. Never starts qualification. A human takeover can only be resumed by a human in Leadify.", personSchema, async (v) => requireOutreachVersion(await client.get(`${programPath(v.program_id, true)}/people/${encoded(v.lead_id)}/context`, params(v.organization_id)), "agent-writing-context.v1"));
     // PRD-2632 : the same context in pieces. Summary first, then one tool per module.
     const contextPath = (v, tail) => `${programPath(v.program_id, true)}/people/${encoded(v.lead_id)}/context/${tail}`;

package/dist/tools/contact_tracking_contract.d.ts

@@ -0,0 +1,18 @@
+export declare const CONTACT_TRACKING_CONTRACT_VERSION: "contact-tracking.v1";
+export declare const CONTACT_TRACKING_CHANNELS: readonly ["EMAIL", "LINKEDIN"];
+export declare const CONTACT_STATES: readonly ["NEVER", "INVITATION_PENDING", "CONTACTED", "DUE", "REPLY_TO_HANDLE", "IN_CONVERSATION", "SEQUENCE_DONE", "AUTOMATED"];
+export declare const TRACKING_PERIODS: readonly ["7d", "30d", "90d", "all"];
+export declare const FOLLOW_UP_FEED_KINDS: readonly ["DUE", "REPLY_TO_HANDLE"];
+export declare const FOLLOW_UP_FEED_PAGE_SIZE: {
+    readonly default: 25;
+    readonly max: 100;
+};
+export declare const CONTACT_VIEW_OPERATORS: readonly ["equals", "not_equals", "gte", "lte", "is_true", "is_false", "is_null", "is_not_null", "within_last_days", "older_than_days"];
+export type ContactViewOperator = (typeof CONTACT_VIEW_OPERATORS)[number];
+export declare const CONTACT_FILTER_INCLUDE_EMPTY_OPERATORS: readonly ["gte", "lte", "within_last_days", "older_than_days"];
+/**
+ * Clés de `CONTACT_VIEW_FIELDS` du même contrat, dans le même ordre (les
+ * définitions complètes, libellés et opérateurs par type, restent côté
+ * serveur, qui les vérifie).
+ */
+export declare const CONTACT_VIEW_FIELD_KEYS: readonly ["__contact_state", "__contact_last_at", "__contact_last_channel", "__contact_touch_count", "__contact_email_touch_count", "__contact_linkedin_touch_count", "__contact_next_due_at", "__contact_due", "__contact_last_reply_at", "__contact_days_without_reply", "__contact_linkedin_connection", "__contact_last_actor"];

package/dist/tools/contact_tracking_contract.js

@@ -0,0 +1,59 @@
+// PRD-2691 — copie octet pour octet des listes fermées du contrat partagé de
+// Leadify, `packages/shared-types/src/contact-tracking.ts` (contrat
+// `contact-tracking.v1`, AgifyAI/leadify@d067af92). Le MCP ne peut pas importer
+// `@leadify/shared-types` (paquet privé du monorepo) : seules ces lignes sont
+// recopiées, sans retouche, pour fermer les entrées des outils. Les formes de
+// sortie (PersonContactSummary, FollowUpFeedPage, TrackingActivityResult,
+// CaptureCoverage, FollowUpCadenceSettings, ProspectApproachRead) ne sont pas
+// redéfinies : le MCP rend la réponse du serveur telle quelle. Les règles
+// croisées (opérateur permis par champ, valeur attendue, includeEmpty) restent
+// vérifiées par le serveur, qui rend ses refus tels quels.
+// Pour mettre à jour : recopier les mêmes lignes depuis le contrat, puis lancer
+// `npm test` (test/prospection-tracking.test.mjs vérifie les valeurs).
+export const CONTACT_TRACKING_CONTRACT_VERSION = 'contact-tracking.v1';
+export const CONTACT_TRACKING_CHANNELS = ['EMAIL', 'LINKEDIN'];
+export const CONTACT_STATES = [
+    'NEVER',
+    'INVITATION_PENDING',
+    'CONTACTED',
+    'DUE',
+    'REPLY_TO_HANDLE',
+    'IN_CONVERSATION',
+    'SEQUENCE_DONE',
+    'AUTOMATED',
+];
+export const TRACKING_PERIODS = ['7d', '30d', '90d', 'all'];
+export const FOLLOW_UP_FEED_KINDS = ['DUE', 'REPLY_TO_HANDLE'];
+export const FOLLOW_UP_FEED_PAGE_SIZE = { default: 25, max: 100 };
+export const CONTACT_VIEW_OPERATORS = [
+    'equals',
+    'not_equals',
+    'gte',
+    'lte',
+    'is_true',
+    'is_false',
+    'is_null',
+    'is_not_null',
+    'within_last_days',
+    'older_than_days',
+];
+export const CONTACT_FILTER_INCLUDE_EMPTY_OPERATORS = ['gte', 'lte', 'within_last_days', 'older_than_days'];
+/**
+ * Clés de `CONTACT_VIEW_FIELDS` du même contrat, dans le même ordre (les
+ * définitions complètes, libellés et opérateurs par type, restent côté
+ * serveur, qui les vérifie).
+ */
+export const CONTACT_VIEW_FIELD_KEYS = [
+    '__contact_state',
+    '__contact_last_at',
+    '__contact_last_channel',
+    '__contact_touch_count',
+    '__contact_email_touch_count',
+    '__contact_linkedin_touch_count',
+    '__contact_next_due_at',
+    '__contact_due',
+    '__contact_last_reply_at',
+    '__contact_days_without_reply',
+    '__contact_linkedin_connection',
+    '__contact_last_actor',
+];

package/dist/tools/lead_move.d.ts

@@ -30,11 +30,11 @@ declare const selectionSchema: z.ZodEffects<z.ZodDiscriminatedUnion<"kind", [z.Z
         value: z.ZodOptional<z.ZodUnknown>;
     }, "strip", z.ZodTypeAny, {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }, {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }>, "many">>;
     or_filters: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -43,11 +43,11 @@ declare const selectionSchema: z.ZodEffects<z.ZodDiscriminatedUnion<"kind", [z.Z
         value: z.ZodOptional<z.ZodUnknown>;
     }, "strip", z.ZodTypeAny, {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }, {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }>, "many">>;
     search: z.ZodOptional<z.ZodString>;
@@ -56,13 +56,13 @@ declare const selectionSchema: z.ZodEffects<z.ZodDiscriminatedUnion<"kind", [z.Z
     group_id: string;
     filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
     search?: string | undefined;
     or_filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
 }, {
@@ -70,13 +70,13 @@ declare const selectionSchema: z.ZodEffects<z.ZodDiscriminatedUnion<"kind", [z.Z
     group_id: string;
     filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
     search?: string | undefined;
     or_filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
 }>]>, {
@@ -90,13 +90,13 @@ declare const selectionSchema: z.ZodEffects<z.ZodDiscriminatedUnion<"kind", [z.Z
     group_id: string;
     filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
     search?: string | undefined;
     or_filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
 }, {
@@ -110,13 +110,13 @@ declare const selectionSchema: z.ZodEffects<z.ZodDiscriminatedUnion<"kind", [z.Z
     group_id: string;
     filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
     search?: string | undefined;
     or_filters?: {
         field: string;
-        operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+        operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
         value?: unknown;
     }[] | undefined;
 }>;
@@ -150,11 +150,11 @@ declare const previewSchema: z.ZodObject<{
             value: z.ZodOptional<z.ZodUnknown>;
         }, "strip", z.ZodTypeAny, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }>, "many">>;
         or_filters: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -163,11 +163,11 @@ declare const previewSchema: z.ZodObject<{
             value: z.ZodOptional<z.ZodUnknown>;
         }, "strip", z.ZodTypeAny, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }>, "many">>;
         search: z.ZodOptional<z.ZodString>;
@@ -176,13 +176,13 @@ declare const previewSchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }, {
@@ -190,13 +190,13 @@ declare const previewSchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }>]>, {
@@ -210,13 +210,13 @@ declare const previewSchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }, {
@@ -230,13 +230,13 @@ declare const previewSchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }>;
@@ -253,13 +253,13 @@ declare const previewSchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     };
@@ -277,13 +277,13 @@ declare const previewSchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     };
@@ -321,11 +321,11 @@ declare const applySchema: z.ZodObject<{
             value: z.ZodOptional<z.ZodUnknown>;
         }, "strip", z.ZodTypeAny, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }>, "many">>;
         or_filters: z.ZodOptional<z.ZodArray<z.ZodObject<{
@@ -334,11 +334,11 @@ declare const applySchema: z.ZodObject<{
             value: z.ZodOptional<z.ZodUnknown>;
         }, "strip", z.ZodTypeAny, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }, {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }>, "many">>;
         search: z.ZodOptional<z.ZodString>;
@@ -347,13 +347,13 @@ declare const applySchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }, {
@@ -361,13 +361,13 @@ declare const applySchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }>]>, {
@@ -381,13 +381,13 @@ declare const applySchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }, {
@@ -401,13 +401,13 @@ declare const applySchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     }>;
@@ -425,13 +425,13 @@ declare const applySchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     };
@@ -451,13 +451,13 @@ declare const applySchema: z.ZodObject<{
         group_id: string;
         filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
         search?: string | undefined;
         or_filters?: {
             field: string;
-            operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+            operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
             value?: unknown;
         }[] | undefined;
     };

package/dist/tools/outreach_exclusion.js

@@ -39,15 +39,19 @@ export function registerOutreachExclusionTools(server, client = getClient()) {
     server.tool("exclude_lead", "Exclude one person from prospecting: no message is drafted, enrolled or sent, and their running campaigns stop. " +
         "Same command as the Exclude button in Leadify; the history shows the API key owner as author. caused_by is MANUAL " +
         "(default) or TARGET_NOT_FIT (out of target). For a company use exclude_account instead (this tool refuses company leads " +
-        "with 409 OUTREACH_COMPANY_USE_ACCOUNT_ROUTE). Returns the re-read state. " + NEVER_IN_TEXT, {
+        "with 409 OUTREACH_COMPANY_USE_ACCOUNT_ROUTE). Pass until (YYYY-MM-DD) for a temporary exclusion, e.g. 'recontact after the " +
+        "summer'; get_outreach_state then shows excludedUntil and causes[].until. Returns the re-read state. " + NEVER_IN_TEXT, {
         ...writeShape,
         lead_id: id.describe("Lead id of the person."),
         caused_by: z.enum(["MANUAL", "TARGET_NOT_FIT"]).default("MANUAL"),
         reason: reason.describe("Why the person is excluded; shown in the Leadify history."),
-    }, async ({ organization_id, lead_id, caused_by, reason, idempotency_key, expected_version }) => {
+        until: z.string().trim().regex(/^\d{4}-\d{2}-\d{2}$/, "YYYY-MM-DD expected").optional().describe("Optional last day of a TEMPORARY exclusion, YYYY-MM-DD (Europe/Paris): the person stays excluded through that whole day, " +
+            "then the exclusion ends by itself and she can come back in 'À relancer'. Omit for a permanent exclusion. The server refuses " +
+            "a past date or a cause that cannot be temporary; its refusal is returned as is."),
+    }, async ({ organization_id, lead_id, caused_by, reason, until, idempotency_key, expected_version }) => {
         try {
             return toolResult(await client.post("/api/outreach/leads/exclude", {
-                organizationId: organization_id, leadId: lead_id, causedBy: caused_by, reason,
+                organizationId: organization_id, leadId: lead_id, causedBy: caused_by, reason, until,
                 idempotencyKey: idempotency_key, expectedVersion: expected_version, origin: "AGENT",
             }));
         }
@@ -57,7 +61,8 @@ export function registerOutreachExclusionTools(server, client = getClient()) {
     });
     server.tool("reintegrate_lead", "Allow again a person excluded by hand (MANUAL, out of target, or a migrated historical flag). A justification is " +
         "required. It never lifts an opt-out, a deliverability protection or a company exclusion: if one remains, state.status " +
-        "stays \"excluded\" and state.causes says why. No campaign is restarted. Returns the re-read state.", {
+        "stays \"excluded\" and state.causes says why. It also ends a manual temporary exclusion before its until date. No campaign is " +
+        "restarted. Returns the re-read state.", {
         ...writeShape,
         lead_id: id.describe("Lead id of the person."),
         reason: reason.describe("Why the person may be contacted again; shown in the Leadify history."),
@@ -74,7 +79,8 @@ export function registerOutreachExclusionTools(server, client = getClient()) {
     });
     server.tool("get_outreach_state", "Read the prospecting state of 1 to 100 leads (people or companies): status allowed or excluded, active causes with " +
         "their origin and note, version (pass it as expected_version to a write), lastTransitionAt and accountSources " +
-        "(companies whose exclusion the person inherits). Leads absent from the organization are listed in missingLeadIds. " +
+        "(companies whose exclusion the person inherits), excludedUntil and causes[].until for a temporary exclusion (null = " +
+        "permanent). Leads absent from the organization are listed in missingLeadIds. " +
         "Read this before deciding, instead of looking for exclusions in text.", {
         organization_id: id,
         lead_ids: z.array(id).min(1).max(100),

package/dist/tools/prospection_tracking.d.ts

@@ -0,0 +1,6 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { type LeadifyClient } from "../client.js";
+export declare const PROSPECTION_TRACKING_TOOL_NAMES: readonly ["get_contact_state", "list_follow_ups", "get_prospection_activity", "get_capture_coverage", "get_follow_up_cadence", "get_prospect_approach"];
+type Client = Pick<LeadifyClient, "get" | "post">;
+export declare function registerProspectionTrackingTools(server: McpServer, client?: Client): void;
+export {};

package/dist/tools/prospection_tracking.js

@@ -0,0 +1,95 @@
+import { z } from "zod";
+import { getClient } from "../client.js";
+import { handleToolError } from "../types.js";
+import { CONTACT_STATES, CONTACT_TRACKING_CHANNELS, FOLLOW_UP_FEED_KINDS, FOLLOW_UP_FEED_PAGE_SIZE, TRACKING_PERIODS, } from "./contact_tracking_contract.js";
+// PRD-2691 — suivi de la prospection (jalon XXII, PRD-2657) en lecture : ce que
+// voit l'humain dans Leadify (pastille, « Dernier contact », page Suivi, Approche),
+// lu par les mêmes routes par clé API. Aucune écriture ici.
+export const PROSPECTION_TRACKING_TOOL_NAMES = [
+    "get_contact_state",
+    "list_follow_ups",
+    "get_prospection_activity",
+    "get_capture_coverage",
+    "get_follow_up_cadence",
+    "get_prospect_approach",
+];
+const id = z.string().trim().min(1).max(200);
+const organizationId = id.describe("Organization to read. Must be in the API key's scope.");
+const channel = z.enum(CONTACT_TRACKING_CHANNELS);
+const READ_ONLY = { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true };
+/** One line of JSON: these reads go into an agent context with a budget. */
+const compact = (data) => ({ content: [{ type: "text", text: JSON.stringify(data) }] });
+function query(values) {
+    return new URLSearchParams(Object.entries(values)
+        .filter((entry) => entry[1] !== undefined)
+        .map(([key, value]) => [key, String(value)]));
+}
+const STATES = CONTACT_STATES.join(", ");
+export function registerProspectionTrackingTools(server, client = getClient()) {
+    const read = (name, description, shape, action) => {
+        server.tool(name, description, shape, READ_ONLY, (async (input) => {
+            try {
+                return compact(await action(input));
+            }
+            catch (error) {
+                return handleToolError(error);
+            }
+        }));
+    };
+    read("get_contact_state", "BEFORE writing to anyone, read this. Contact state of 1 to 100 people, exactly as the Leadify dot and the " +
+        "'Dernier contact' line show it (contract contact-tracking.v1, PersonContactSummary): state (" + STATES + "; DUE is " +
+        "resolved at read time), per-channel email and LinkedIn touches, sequence and next step, LinkedIn connection, " +
+        "lastContact with its channel, date and author (member, Louise or Inconnu) and source (MANUAL, CAMPAIGN, AGENT), " +
+        "lastReplyAt, daysWithoutReply, nextDueAt and nextDueChannel, exclusion (excluded, reason, until) and automatedBy. " +
+        "Hand-sent emails and LinkedIn messages captured from connected mailboxes and accounts count like any other touch. " +
+        "Do not start a first contact when the state is not NEVER, when exclusion.excluded is true, or when the state is " +
+        "AUTOMATED (a campaign or Louise already follows the person up); REPLY_TO_HANDLE means a human must answer. " +
+        "A person found in several leads appears once, with all her leadIds. Answer: {summaries, unknownLeadIds}; leads " +
+        "outside the key's organizations or not in a people group are listed in unknownLeadIds. Read the captured message " +
+        "texts with get_outreach_contact_history (organizationContact.exchanges).", { lead_ids: z.array(id).min(1).max(100).describe("Lead ids of people (1 to 100). A personId is not accepted: pass any of its leads.") }, ({ lead_ids }) => client.post("/api/contact-state", { leadIds: [...new Set(lead_ids)] }));
+    read("list_follow_ups", "The Leadify 'À relancer' feed (kind DUE, default) or 'Réponses à traiter' (kind REPLY_TO_HANDLE), all groups of the " +
+        "organization, in the same order as the Suivi page: most overdue first. Use it to pick who to follow up today; " +
+        "in the DUE feed, people handled by a campaign or by Louise (AUTOMATED) and excluded people never appear. Each item: personId, " +
+        "leadId, groupId, person (name, jobTitle), company, groups, due (channel, step FIRST_MESSAGE or FOLLOW_UP with its " +
+        "index and total, dueAt, daysLate, acceptedAt, alsoDue) or reply (at, channel, daysWaiting), lastMessage, recentSignal, reason " +
+        "(EXCLUSION_ENDED or INVITATION_NOT_ACCEPTED) and href. The page also gives total (same filters) and nextUpcoming " +
+        `when empty. Pages of ${FOLLOW_UP_FEED_PAGE_SIZE.default} by default (max ${FOLLOW_UP_FEED_PAGE_SIZE.max}): pass ` +
+        "nextCursor unchanged as cursor, with the same filters, until it is null. Read get_contact_state before writing.", {
+        organization_id: organizationId,
+        kind: z.enum(FOLLOW_UP_FEED_KINDS).optional().describe("DUE ('À relancer', default) or REPLY_TO_HANDLE ('Réponses à traiter')."),
+        member_user_id: id.optional().describe("Only people whose last contact was made by this member (user id)."),
+        channel: channel.optional().describe("EMAIL or LINKEDIN."),
+        group_id: id.optional().describe("Only people present in this lead group."),
+        cursor: z.string().min(1).max(500).optional().describe("nextCursor from the previous page, unchanged. Omit for the first page."),
+        limit: z.number().int().min(1).max(FOLLOW_UP_FEED_PAGE_SIZE.max).optional(),
+    }, ({ organization_id, kind, member_user_id, channel, group_id, cursor, limit }) => client.get("/api/prospection-tracking/follow-up-feed", query({
+        organizationId: organization_id, kind, memberUserId: member_user_id, channel, groupId: group_id, cursor, limit,
+    })));
+    read("get_prospection_activity", "Counters and day-by-day series of the Leadify Suivi page (tab Activité) for a period: messagesSent (emails, " +
+        "LinkedIn messages), invitations (sent, accepted, acceptanceRate), peopleContacted (total, new), replies (people, " +
+        "messages, rate), meetings, dueToday, previousCounters for the same period just before (null for 'all') and days " +
+        "(one entry per day, Europe/Paris: emails, linkedinMessages, linkedinInvitations, replies). Manual, campaign and " +
+        "Louise touches all count. Use it to report on prospecting activity, not to choose who to contact.", {
+        organization_id: organizationId,
+        period: z.enum(TRACKING_PERIODS).optional().describe("7d, 30d (default), 90d or all."),
+        member_user_id: id.optional().describe("Only touches made by this member (user id)."),
+        group_id: id.optional().describe("Only people present in this lead group."),
+        channel: channel.optional().describe("EMAIL or LINKEDIN."),
+    }, ({ organization_id, period, member_user_id, group_id, channel }) => client.get("/api/prospection-tracking/activity", query({
+        organizationId: organization_id, period, memberUserId: member_user_id, groupId: group_id, channel,
+    })));
+    read("get_capture_coverage", "Which mailboxes (Gmail, Outlook) and LinkedIn accounts of the organization's members are really captured, with " +
+        "their status (mailboxes SYNCED, BACKFILLING, NEEDS_RECONNECT or ERROR; LinkedIn CONNECTED, NEEDS_RECONNECT or ERROR), " +
+        "lastSyncAt, coveredThrough, tracked per member, historyStartsOn and backfill progress. Read it before " +
+        "concluding that someone was never contacted: a person can only look NEVER on a channel that is captured. An " +
+        "organization admin key sees every member; otherwise only the key owner.", { organization_id: organizationId }, ({ organization_id }) => client.get("/api/prospection-tracking/coverage", query({ organizationId: organization_id })));
+    read("get_follow_up_cadence", "The organization's follow-up rhythm (Paramètres > Prospection > Rythme de relance), as FollowUpCadenceSettings: " +
+        "cadence.email and cadence.linkedin with followUps and delaysDays (calendar days before each follow-up; default 4 " +
+        "follow-ups, [4, 8, 16, 30]), isDefault, invitationStaleDays (21), canEdit and updatedAt. It is what computes nextDueAt in get_contact_state and the order of list_follow_ups. " +
+        "Read-only: only an organization admin changes it, in Leadify.", { organization_id: organizationId }, ({ organization_id }) => client.get("/api/campaign-wizard/follow-up-cadence", query({ organizationId: organization_id })));
+    read("get_prospect_approach", "BEFORE writing to a person, read her Approche (first section of the Prospection tab in Leadify): her daily work " +
+        "in 1 to 5 bullets, her problem, what she wants (null if nothing solid) and what we can bring her, each block marked " +
+        "inferred or not, with sources. Answer: {contractVersion, leadId, status, current, versionCount}; current holds " +
+        "version, generatedAt (when it was prepared), createdAt, author and approach {daily, problem, wants, offer, sources}; status NOT_PREPARED means no Approche yet (current is null): do not invent one. It is prepared " +
+        "automatically for people qualified hot only. This tool never prepares or changes it.", { lead_id: id.describe("Lead id of the person.") }, ({ lead_id }) => client.get(`/api/prospect-approach/${encodeURIComponent(lead_id)}`));
+}

package/dist/tools/views.d.ts

@@ -6,11 +6,33 @@ export declare const filterSchema: z.ZodObject<{
     value: z.ZodOptional<z.ZodUnknown>;
 }, "strip", z.ZodTypeAny, {
     field: string;
-    operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+    operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
     value?: unknown;
 }, {
     field: string;
-    operator: "equals" | "contains" | "gte" | "lte" | "not_equals" | "not_contains" | "is_true" | "is_false" | "is_null" | "is_not_null" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
+    operator: "equals" | "not_equals" | "gte" | "lte" | "is_true" | "is_false" | "is_null" | "is_not_null" | "contains" | "not_contains" | "activity_days_ago" | "activity_count_equals" | "activity_count_gte" | "activity_count_lte" | "bbox";
     value?: unknown;
 }>;
+/**
+ * PRD-2691 : saved views also accept the contact fields of the shared contract
+ * (PRD-2665), their two day-count operators and `includeEmpty`. The server
+ * checks which operator and value each `__contact_*` field allows.
+ */
+export declare const CONTACT_VIEW_FIELDS_HELP: string;
+export declare const viewFilterSchema: z.ZodObject<{
+    field: z.ZodString;
+    operator: z.ZodEnum<[string, ...string[]]>;
+    value: z.ZodOptional<z.ZodUnknown>;
+    includeEmpty: z.ZodOptional<z.ZodBoolean>;
+}, "strip", z.ZodTypeAny, {
+    field: string;
+    operator: string;
+    value?: unknown;
+    includeEmpty?: boolean | undefined;
+}, {
+    field: string;
+    operator: string;
+    value?: unknown;
+    includeEmpty?: boolean | undefined;
+}>;
 export declare function registerLeadViewTools(server: McpServer): void;

package/dist/tools/views.js

@@ -1,17 +1,37 @@
 import { z } from "zod";
 import { getClient } from "../client.js";
 import { handleToolError, toolResult } from "../types.js";
+import { CONTACT_FILTER_INCLUDE_EMPTY_OPERATORS, CONTACT_VIEW_FIELD_KEYS, CONTACT_VIEW_OPERATORS } from "./contact_tracking_contract.js";
 export const filterSchema = z.object({
     field: z.string().describe("A standard, virtual, or selected lead-group schema field."),
     operator: z.enum(["equals", "contains", "gte", "lte", "not_equals", "not_contains", "is_true", "is_false", "is_null", "is_not_null", "activity_days_ago", "activity_count_equals", "activity_count_gte", "activity_count_lte", "bbox"]),
     value: z.unknown().optional(),
 });
+const BASE_FILTER_OPERATORS = filterSchema.shape.operator.options;
+/**
+ * PRD-2691 : saved views also accept the contact fields of the shared contract
+ * (PRD-2665), their two day-count operators and `includeEmpty`. The server
+ * checks which operator and value each `__contact_*` field allows.
+ */
+export const CONTACT_VIEW_FIELDS_HELP = `Contact fields (same as the Leadify 'Contact' filters): ${CONTACT_VIEW_FIELD_KEYS.join(", ")}. ` +
+    "__contact_due is_true = the 'À relancer' quick filter (due today or late, never AUTOMATED nor excluded); sort it by " +
+    "__contact_next_due_at asc. Choice fields (__contact_state, __contact_last_channel, __contact_linkedin_connection) take " +
+    "equals/not_equals with an array of values; __contact_last_actor takes an array of member user ids; dates take gte/lte " +
+    "(YYYY-MM-DD), within_last_days or older_than_days (whole days, 0 = today) and is_null/is_not_null; numbers take " +
+    "equals/gte/lte. A lead never contacted counts as __contact_state NEVER.";
+export const viewFilterSchema = z.object({
+    field: z.string().describe(`A standard, virtual, selected lead-group schema field, or a contact field. ${CONTACT_VIEW_FIELDS_HELP}`),
+    operator: z.enum([...new Set([...BASE_FILTER_OPERATORS, ...CONTACT_VIEW_OPERATORS])]),
+    value: z.unknown().optional(),
+    includeEmpty: z.boolean().optional().describe(`Contact date fields only, with ${CONTACT_FILTER_INCLUDE_EMPTY_OPERATORS.join(", ")}: also keep leads without a date ` +
+        "(for example 'never contacted or last contact before 2026-09-01' on __contact_last_at)."),
+});
 const viewConfigSchema = {
     organization_id: z.string().describe("Organization that owns the explicitly selected lead group."),
     lead_group_id: z.string().describe("Lead group ID. The view is shared with this group's organization."),
     name: z.string().min(1),
-    filters: z.array(filterSchema),
-    columns: z.array(z.string()).optional(),
+    filters: z.array(viewFilterSchema),
+    columns: z.array(z.string()).optional().describe("Optional columns, including __contact_* keys (never shown by default)."),
     sort: z.object({ field: z.string(), direction: z.enum(["asc", "desc"]) }).optional(),
     pagination: z.object({ page: z.number().int().min(1), limit: z.number().int().min(1).max(1000) }).optional(),
 };
@@ -35,7 +55,8 @@ export function registerLeadViewTools(server) {
             return handleToolError(error);
         }
     });
-    server.tool("preview_lead_view", "Validate a proposed organization-shared lead view without writing it. Use this before create_lead_view; no data or preference is changed.", viewConfigSchema, async ({ organization_id, lead_group_id, name, filters, columns, sort, pagination }) => {
+    server.tool("preview_lead_view", "Validate a proposed organization-shared lead view without writing it. Use this before create_lead_view; no data or preference is changed. " +
+        "Filters may use the contact fields __contact_* (for example the 'À relancer' filter __contact_due is_true); refusals of the server are returned as is.", viewConfigSchema, async ({ organization_id, lead_group_id, name, filters, columns, sort, pagination }) => {
         try {
             const data = await getClient().post(`/api/lead-group/${encodeURIComponent(lead_group_id)}/views/preview`, { organizationId: organization_id, name, filters, columns, sort, pagination });
             return toolResult(data);
@@ -44,7 +65,8 @@ export function registerLeadViewTools(server) {
             return handleToolError(error);
         }
     });
-    server.tool("create_lead_view", "Create an organization-shared saved view after previewing it. Idempotency key is required: retry the same request with the same key; changing the payload with that key conflicts. Update and delete are intentionally unavailable.", { ...viewConfigSchema, idempotency_key: z.string().min(8).max(200) }, async ({ organization_id, lead_group_id, name, filters, columns, sort, pagination, idempotency_key }) => {
+    server.tool("create_lead_view", "Create an organization-shared saved view after previewing it. Idempotency key is required: retry the same request with the same key; changing the payload with that key conflicts. Update and delete are intentionally unavailable. " +
+        "Filters may use the contact fields __contact_*, with within_last_days, older_than_days and includeEmpty (see preview_lead_view).", { ...viewConfigSchema, idempotency_key: z.string().min(8).max(200) }, async ({ organization_id, lead_group_id, name, filters, columns, sort, pagination, idempotency_key }) => {
         try {
             const data = await getClient().post(`/api/lead-group/${encodeURIComponent(lead_group_id)}/views`, { organizationId: organization_id, name, filters, columns, sort, pagination, idempotencyKey: idempotency_key });
             return toolResult(data);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agifyai/leadify-mcp",
-  "version": "9.9.0",
+  "version": "9.10.0",
   "description": "MCP server for Leadify lead management API",
   "type": "module",
   "main": "dist/index.js",