@clubnet/seedclub 0.2.35 → 0.2.36

package/assets/extensions/seedclub/index.ts

@@ -120,6 +120,10 @@ export default function (pi: ExtensionAPI) {
 		for (const key of ENV_TOKEN_KEYS) delete process.env[key];
 	}
 
+	function isSeedClubInternalEmail(email: string | null | undefined) {
+		return !!email?.trim().toLowerCase().endsWith("@seedclub.com");
+	}
+
 	async function validateCurrentCredential(ctx: any): Promise<{ name?: string | null; email?: string | null } | null> {
 		const envToken = getRuntimeEnvToken();
 		const stored = envToken ? null : await getStoredToken();
@@ -135,6 +139,17 @@ export default function (pi: ExtensionAPI) {
 			clearSeedStatuses(ctx);
 			return null;
 		}
+		if (!isSeedClubInternalEmail(user.email)) {
+			await clearCredentials();
+			if (envToken) clearRuntimeEnvTokens();
+			clearSeedStatuses(ctx);
+			markAuthRequired({
+				authUrl: null,
+				message: "Seed Club sign-in is required before /login or /model.",
+				error: "Use a @seedclub.com account to connect this agent.",
+			});
+			return null;
+		}
 
 		await applyConnectedStatus(ctx, user);
 		markAuthComplete(getPostAuthInstruction(ctx));
@@ -339,6 +354,17 @@ export default function (pi: ExtensionAPI) {
 			ctx.ui.notify(`Token verification failed: ${result.error}`, "error");
 			return false;
 		}
+		if (!isSeedClubInternalEmail(result.email)) {
+			await clearCredentials();
+			clearSeedStatuses(ctx);
+			markAuthRequired({
+				authUrl: null,
+				message: "Seed Club sign-in is still required. Run /connect to retry.",
+				error: "Use a @seedclub.com account to connect this agent.",
+			});
+			ctx.ui.notify("Use a @seedclub.com account to connect this agent.", "error");
+			return false;
+		}
 
 		await storeToken(token, result.email, apiBase, { authBase, name: result.name });
 		await applyConnectedStatus(ctx, result);

package/assets/extensions/seedclub/tools/crm.ts

@@ -120,6 +120,141 @@ async function listProgramContacts(args: { programSlug: string; search?: string
 	}
 }
 
+async function listProgramFunnels(args: { programSlug: string }) {
+	try {
+		return await api.get<any>(`/programs/${args.programSlug}/funnels`);
+	} catch (error) {
+		if (error instanceof ApiError) return { error: error.message, status: error.status };
+		throw error;
+	}
+}
+
+async function createFunnelStage(args: {
+	programSlug: string;
+	funnelSlug: string;
+	stageKey: string;
+	label: string;
+	sortOrder: number;
+	isEntry?: boolean;
+	isExit?: boolean;
+	confirmed?: boolean;
+}) {
+	try {
+		if (args.confirmed !== true) {
+			return {
+				error: "Stage creation requires explicit confirmation after listing the current funnel stages.",
+				status: 400,
+				requiredFlow: [
+					"Call seedclub_list_program_funnels for the program.",
+					"Confirm the funnel, stage key, label, and sort order with the user.",
+					"Call seedclub_create_funnel_stage with confirmed=true.",
+				],
+			};
+		}
+
+		return await api.post<any>(`/programs/${args.programSlug}/funnels/${args.funnelSlug}/stages`, {
+			stage_key: args.stageKey,
+			label: args.label,
+			sort_order: args.sortOrder,
+			is_entry: args.isEntry,
+			is_exit: args.isExit,
+		});
+	} catch (error) {
+		if (error instanceof ApiError) return { error: error.message, status: error.status };
+		throw error;
+	}
+}
+
+async function updateFunnelStage(args: {
+	programSlug: string;
+	funnelSlug: string;
+	stageKey: string;
+	nextStageKey?: string | null;
+	label?: string | null;
+	sortOrder?: number | null;
+	isEntry?: boolean | null;
+	isExit?: boolean | null;
+	confirmed?: boolean;
+}) {
+	try {
+		if (args.confirmed !== true) {
+			return {
+				error: "Stage updates require explicit confirmation after listing the current funnel stages.",
+				status: 400,
+				requiredFlow: [
+					"Call seedclub_list_program_funnels for the program.",
+					"Confirm the target stage and exact changes with the user.",
+					"Call seedclub_update_funnel_stage with confirmed=true.",
+				],
+			};
+		}
+
+		const body: Record<string, unknown> = {};
+		if (args.nextStageKey != null) body.stage_key = args.nextStageKey;
+		if (args.label != null) body.label = args.label;
+		if (args.sortOrder != null) body.sort_order = args.sortOrder;
+		if (args.isEntry != null) body.is_entry = args.isEntry;
+		if (args.isExit != null) body.is_exit = args.isExit;
+
+		return await api.patch<any>(
+			`/programs/${args.programSlug}/funnels/${args.funnelSlug}/stages/${args.stageKey}`,
+			body,
+		);
+	} catch (error) {
+		if (error instanceof ApiError) return { error: error.message, status: error.status };
+		throw error;
+	}
+}
+
+async function listFunnelContacts(args: { programSlug: string; funnelSlug: string; search?: string }) {
+	try {
+		return await api.get<any>(`/programs/${args.programSlug}/funnels/${args.funnelSlug}/enrollments`, {
+			search: args.search,
+		});
+	} catch (error) {
+		if (error instanceof ApiError) return { error: error.message, status: error.status };
+		throw error;
+	}
+}
+
+async function listFunnelStageContacts(args: {
+	programSlug: string;
+	funnelSlug: string;
+	stageKey: string;
+	search?: string;
+}) {
+	try {
+		return await api.get<any>(
+			`/programs/${args.programSlug}/funnels/${args.funnelSlug}/stages/${args.stageKey}/contacts`,
+			{ search: args.search },
+		);
+	} catch (error) {
+		if (error instanceof ApiError) return { error: error.message, status: error.status };
+		throw error;
+	}
+}
+
+async function moveFunnelEnrollment(args: {
+	programSlug: string;
+	funnelSlug: string;
+	enrollmentId: string;
+	toStageId: string;
+	reason?: string | null;
+}) {
+	try {
+		return await api.patch<any>(
+			`/programs/${args.programSlug}/funnels/${args.funnelSlug}/enrollments/${args.enrollmentId}`,
+			{
+				reason: args.reason,
+				to_stage_id: args.toStageId,
+			},
+		);
+	} catch (error) {
+		if (error instanceof ApiError) return { error: error.message, status: error.status };
+		throw error;
+	}
+}
+
 export function registerCrmTools(pi: ExtensionAPI) {
 	pi.registerTool({
 		name: "seedclub_list_crm_records",
@@ -224,4 +359,134 @@ export function registerCrmTools(pi: ExtensionAPI) {
 			return new Text(text, 0, 0);
 		},
 	});
+
+	pi.registerTool({
+		name: "seedclub_list_program_funnels",
+		label: "List Program Funnels",
+		description:
+			"List funnels and stages for a Seed Club program, including active enrollment counts. Use this to understand workflow lanes like seed-network scouts, angels, and founders before listing contacts.",
+		parameters: Type.Object({
+			programSlug: Type.String({ description: "Program slug, for example seed-network or 11am" }),
+		}),
+		execute: wrapExecute(listProgramFunnels),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_list_program_funnels"), (args) => args?.programSlug || undefined),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_list_program_funnels"), (details) => {
+			const rows = Array.isArray(details?.data) ? details.data : [];
+			const total = rows.reduce((sum: number, funnel: any) => sum + (Number(funnel?.active_enrollment_count) || 0), 0);
+			return `${rows.length} funnel${rows.length === 1 ? "" : "s"} · ${total} active`;
+		}),
+	});
+
+	pi.registerTool({
+		name: "seedclub_create_funnel_stage",
+		label: "Create Funnel Stage",
+		description:
+			"Create a new stage in a program funnel. Use only after seedclub_list_program_funnels and after the user explicitly confirms the funnel, stage key, label, and sort order.",
+		parameters: Type.Object({
+			programSlug: Type.String({ description: "Program slug" }),
+			funnelSlug: Type.String({ description: "Funnel slug" }),
+			stageKey: Type.String({ description: "New stage key, lowercase letters/numbers/underscore/hyphen only" }),
+			label: Type.String({ description: "Human-readable stage label" }),
+			sortOrder: Type.Number({ description: "Integer stage sort order chosen from the current stage list" }),
+			isEntry: Type.Optional(Type.Boolean({ description: "Set true if this should be the funnel entry stage" })),
+			isExit: Type.Optional(Type.Boolean({ description: "Set true if this should be an exit stage" })),
+			confirmed: Type.Boolean({ description: "Must be true after explicit user confirmation." }),
+		}),
+		execute: wrapExecute(createFunnelStage),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_create_funnel_stage"), (args) =>
+			[args?.funnelSlug, args?.stageKey].filter(Boolean).join(" / ") || undefined,
+		),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_create_funnel_stage"), (details) =>
+			details?.stage?.stage_key ?? details?.stage?.label ?? undefined,
+		),
+	});
+
+	pi.registerTool({
+		name: "seedclub_update_funnel_stage",
+		label: "Update Funnel Stage",
+		description:
+			"Update a funnel stage key, label, sort order, or entry/exit flags. Use only after seedclub_list_program_funnels and after the user explicitly confirms the target stage and exact changes.",
+		parameters: Type.Object({
+			programSlug: Type.String({ description: "Program slug" }),
+			funnelSlug: Type.String({ description: "Funnel slug" }),
+			stageKey: Type.String({ description: "Current stage key to update" }),
+			nextStageKey: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional replacement stage key" })),
+			label: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional replacement label" })),
+			sortOrder: Type.Optional(Type.Union([Type.Number(), Type.Null()], { description: "Optional replacement integer sort order" })),
+			isEntry: Type.Optional(Type.Union([Type.Boolean(), Type.Null()], { description: "Optional entry-stage flag" })),
+			isExit: Type.Optional(Type.Union([Type.Boolean(), Type.Null()], { description: "Optional exit-stage flag" })),
+			confirmed: Type.Boolean({ description: "Must be true after explicit user confirmation." }),
+		}),
+		execute: wrapExecute(updateFunnelStage),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_update_funnel_stage"), (args) =>
+			[args?.funnelSlug, args?.stageKey].filter(Boolean).join(" / ") || undefined,
+		),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_update_funnel_stage"), (details) =>
+			details?.stage?.stage_key ?? details?.stage?.label ?? undefined,
+		),
+	});
+
+	pi.registerTool({
+		name: "seedclub_list_funnel_contacts",
+		label: "List Funnel Contacts",
+		description:
+			"List active contacts enrolled in a specific program funnel. Use after seedclub_list_program_funnels when the user asks who is in scouts, angels, founders, guests, or another funnel.",
+		parameters: Type.Object({
+			programSlug: Type.String({ description: "Program slug" }),
+			funnelSlug: Type.String({ description: "Funnel slug" }),
+			search: Type.Optional(Type.String({ description: "Optional contact search text" })),
+		}),
+		execute: wrapExecute(listFunnelContacts),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_list_funnel_contacts"), (args) =>
+			[args?.programSlug, args?.funnelSlug].filter(Boolean).join(" / ") || undefined,
+		),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_list_funnel_contacts"), (details) => {
+			const rows = Array.isArray(details?.data) ? details.data : [];
+			const funnel = details?.funnel?.slug ?? "funnel";
+			return `${rows.length} contact${rows.length === 1 ? "" : "s"} in ${funnel}`;
+		}),
+	});
+
+	pi.registerTool({
+		name: "seedclub_list_funnel_stage_contacts",
+		label: "List Funnel Stage Contacts",
+		description:
+			"List active contacts in one stage of a program funnel. Use this for questions like 'who are the angels not contacted yet?' or 'which founders are imported?'.",
+		parameters: Type.Object({
+			programSlug: Type.String({ description: "Program slug" }),
+			funnelSlug: Type.String({ description: "Funnel slug" }),
+			stageKey: Type.String({ description: "Stage key, for example not_contacted or imported" }),
+			search: Type.Optional(Type.String({ description: "Optional contact search text" })),
+		}),
+		execute: wrapExecute(listFunnelStageContacts),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_list_funnel_stage_contacts"), (args) =>
+			[args?.funnelSlug, args?.stageKey].filter(Boolean).join(" / ") || undefined,
+		),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_list_funnel_stage_contacts"), (details) => {
+			const rows = Array.isArray(details?.data) ? details.data : [];
+			const stage = details?.stage?.stage_key ?? details?.stage?.label ?? "stage";
+			return `${rows.length} contact${rows.length === 1 ? "" : "s"} in ${stage}`;
+		}),
+	});
+
+	pi.registerTool({
+		name: "seedclub_move_funnel_enrollment",
+		label: "Move Funnel Enrollment",
+		description:
+			"Move an active contact enrollment to another stage in a program funnel. Use only after confirming the target enrollment id and target stage id from funnel tools.",
+		parameters: Type.Object({
+			programSlug: Type.String({ description: "Program slug" }),
+			funnelSlug: Type.String({ description: "Funnel slug" }),
+			enrollmentId: Type.String({ description: "Active enrollment id" }),
+			toStageId: Type.String({ description: "Target stage id, not the stage key" }),
+			reason: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional transition reason" })),
+		}),
+		execute: wrapExecute(moveFunnelEnrollment),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_move_funnel_enrollment"), (args) =>
+			args?.enrollmentId || undefined,
+		),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_move_funnel_enrollment"), (details) =>
+			details?.enrollment?.id || undefined,
+		),
+	});
 }

package/assets/extensions/seedclub/tools/meetings.ts

@@ -17,7 +17,7 @@ const DEFAULT_BOOKING_DURATION_MINUTES = 20;
 const TRANSCRIPT_TEXT_PREVIEW_CHARS = 1800;
 const TRANSCRIPT_VTT_PREVIEW_CHARS = 1000;
 
-const GUEST_ROSTER_ALLOWED_FIELDS = new Set([
+const SHOW_GUEST_ALLOWED_FIELDS = new Set([
 	"date",
 	"startsAt",
 	"endsAt",
@@ -28,15 +28,17 @@ const GUEST_ROSTER_ALLOWED_FIELDS = new Set([
 	"partyId",
 	"meetingId",
 	"email",
+	"transcriptAvailable",
 ]);
 
-const GUEST_ROSTER_DEFAULT_FIELDS = [
+const SHOW_GUEST_DEFAULT_FIELDS = [
 	"date",
 	"startsAt",
 	"title",
 	"displayName",
 	"organizationName",
 	"organizationRole",
+	"transcriptAvailable",
 ];
 
 function summarizeCount(count: number | undefined, noun: string) {
@@ -436,33 +438,15 @@ function extractGuestSummary(row: any) {
 	};
 }
 
-function normalizeGuestRosterFields(fields: string[] | undefined) {
+function normalizeShowGuestFields(fields: string[] | undefined) {
 	const selected = Array.isArray(fields)
-		? fields.filter((field) => typeof field === "string" && GUEST_ROSTER_ALLOWED_FIELDS.has(field))
+		? fields.filter((field) => typeof field === "string" && SHOW_GUEST_ALLOWED_FIELDS.has(field))
 		: [];
-	if (!selected.length) return [...GUEST_ROSTER_DEFAULT_FIELDS];
+	if (!selected.length) return [...SHOW_GUEST_DEFAULT_FIELDS];
 	return [...new Set(selected)];
 }
 
-function buildGuestRosterRow(row: any, options: { includeMeetingIds: boolean; includeEmails: boolean }) {
-	const meeting = row?.meeting ?? null;
-	const guest = extractGuestSummary(row);
-	const startsAt = meeting?.starts_at ?? null;
-	return {
-		date: dateFromTimestamp(startsAt),
-		startsAt,
-		endsAt: meeting?.ends_at ?? null,
-		title: meeting?.title ?? null,
-		displayName: guest.displayName,
-		organizationName: guest.organizationName,
-		organizationRole: guest.organizationRole,
-		partyId: guest.partyId,
-		meetingId: options.includeMeetingIds ? (meeting?.id ?? null) : undefined,
-		email: options.includeEmails ? guest.email : undefined,
-	};
-}
-
-function pickGuestRosterFields(row: Record<string, unknown>, fields: string[]) {
+function pickShowGuestFields(row: Record<string, unknown>, fields: string[]) {
 	const picked: Record<string, unknown> = {};
 	for (const field of fields) {
 		if (field in row) picked[field] = row[field];
@@ -470,7 +454,7 @@ function pickGuestRosterFields(row: Record<string, unknown>, fields: string[]) {
 	return picked;
 }
 
-function shapeDistinctGuestRoster(rows: Record<string, unknown>[]) {
+function shapeDistinctShowGuests(rows: Record<string, unknown>[]) {
 	const byGuest = new Map<string, any>();
 	for (const row of rows) {
 		const partyId = typeof row.partyId === "string" ? row.partyId : null;
@@ -489,6 +473,7 @@ function shapeDistinctGuestRoster(rows: Record<string, unknown>[]) {
 				firstSeenAt: startsAt,
 				lastSeenAt: startsAt,
 				appearances: 1,
+				transcriptAvailable: row.transcriptAvailable ?? null,
 			});
 			continue;
 		}
@@ -499,6 +484,7 @@ function shapeDistinctGuestRoster(rows: Record<string, unknown>[]) {
 		if (!existing.organizationName && row.organizationName) existing.organizationName = row.organizationName;
 		if (!existing.organizationRole && row.organizationRole) existing.organizationRole = row.organizationRole;
 		if (!existing.email && row.email) existing.email = row.email;
+		if (existing.transcriptAvailable !== true && row.transcriptAvailable === true) existing.transcriptAvailable = true;
 	}
 
 	return [...byGuest.values()].sort((a, b) => {
@@ -509,12 +495,13 @@ function shapeDistinctGuestRoster(rows: Record<string, unknown>[]) {
 	});
 }
 
-async function listGuestRoster(args: {
+async function listShowGuests(args: {
 	programSlug: string;
-	from: string;
-	to: string;
+	from?: string;
+	to?: string;
 	assignmentStatus?: string;
 	limit?: number;
+	includeTranscriptStatus?: boolean;
 	distinct?: boolean;
 	includeMeetingIds?: boolean;
 	includeEmails?: boolean;
@@ -528,8 +515,7 @@ async function listGuestRoster(args: {
 		const includeMeetingIds = args.includeMeetingIds === true;
 		const includeEmails = args.includeEmails === true;
 		const distinct = args.distinct === true;
-
-		const selectedFields = normalizeGuestRosterFields(args.fields);
+		const selectedFields = normalizeShowGuestFields(args.fields);
 		if (includeMeetingIds && !selectedFields.includes("meetingId")) selectedFields.push("meetingId");
 		if (includeEmails && !selectedFields.includes("email")) selectedFields.push("email");
 
@@ -541,49 +527,6 @@ async function listGuestRoster(args: {
 			limit,
 		});
 
-		const rows = Array.isArray(meetingsResponse?.data) ? meetingsResponse.data : [];
-		const rosterRows = rows.map((row: any) => buildGuestRosterRow(row, { includeMeetingIds, includeEmails }));
-		const distinctRows = distinct ? shapeDistinctGuestRoster(rosterRows) : null;
-
-		return {
-			programSlug: args.programSlug,
-			from: args.from,
-			to: args.to,
-			distinct,
-			fields: selectedFields,
-			count: distinct ? (distinctRows?.length ?? 0) : rosterRows.length,
-			guests: distinct
-				? (distinctRows ?? []).map((row: any) => pickGuestRosterFields(row, selectedFields))
-				: rosterRows.map((row: any) => pickGuestRosterFields(row, selectedFields)),
-		};
-	} catch (error) {
-		if (error instanceof ApiError) return { error: error.message, status: error.status };
-		throw error;
-	}
-}
-
-async function listShowGuests(args: {
-	programSlug: string;
-	from?: string;
-	to?: string;
-	assignmentStatus?: string;
-	limit?: number;
-	includeTranscriptStatus?: boolean;
-}) {
-	try {
-		const limit = normalizeLimit(args.limit, {
-			fallback: DEFAULT_MEETINGS_LIMIT,
-			max: MAX_MEETINGS_LIMIT,
-		});
-
-		const meetingsResponse = await api.get<any>("/meetings", {
-			program_slug: args.programSlug,
-			from: args.from,
-			to: args.to,
-			assignment_status: args.assignmentStatus,
-			limit,
-		});
-
 		const rows = Array.isArray(meetingsResponse?.data) ? meetingsResponse.data : [];
 		const includeTranscriptStatus = args.includeTranscriptStatus !== false;
 
@@ -603,12 +546,39 @@ async function listShowGuests(args: {
 			);
 		}
 
+		const guestRows = rows.map((row: any) => {
+			const meeting = row?.meeting ?? null;
+			const meetingId = meeting?.id ?? null;
+			const guest = extractGuestSummary(row);
+			const startsAt = meeting?.starts_at ?? null;
+			return {
+				date: dateFromTimestamp(startsAt),
+				startsAt,
+				endsAt: meeting?.ends_at ?? null,
+				title: meeting?.title ?? null,
+				displayName: guest.displayName,
+				organizationName: guest.organizationName,
+				organizationRole: guest.organizationRole,
+				partyId: guest.partyId,
+				meetingId: includeMeetingIds ? meetingId : undefined,
+				email: includeEmails ? guest.email : undefined,
+				transcriptAvailable: includeTranscriptStatus && meetingId ? transcriptByMeetingId.get(meetingId) === true : null,
+			};
+		});
+		const distinctGuestRows = distinct ? shapeDistinctShowGuests(guestRows) : null;
+
 		return {
 			program: meetingsResponse?.program ?? null,
 			from: args.from ?? null,
 			to: args.to ?? null,
 			total: rows.length,
 			returned: rows.length,
+			distinct,
+			fields: selectedFields,
+			count: distinct ? (distinctGuestRows?.length ?? 0) : guestRows.length,
+			guests: distinct
+				? (distinctGuestRows ?? []).map((row: any) => pickShowGuestFields(row, selectedFields))
+				: guestRows.map((row: any) => pickShowGuestFields(row, selectedFields)),
 			data: rows.map((row: any) => {
 				const meeting = row?.meeting ?? null;
 				const meetingId = meeting?.id ?? null;
@@ -634,19 +604,48 @@ function normalizeCompareValue(value: unknown) {
 	return typeof value === "string" ? value.trim().toLowerCase() : "";
 }
 
+function primaryProgramRole(contact: any) {
+	return Array.isArray(contact?.roles) ? contact.roles[0] : contact?.primary_org_role ?? null;
+}
+
 function shapeContactCandidate(contact: any) {
+	const primaryRole = primaryProgramRole(contact);
 	return {
 		partyId: contact?.party?.id ?? null,
 		displayName: contact?.party?.display_name ?? contact?.person?.full_name ?? null,
 		email: contact?.person?.email ?? null,
-		organizationName: contact?.primary_org_role?.organization_name ?? null,
-		organizationRole: contact?.primary_org_role?.role ?? null,
+		organizationName: primaryRole?.organization_name ?? null,
+		organizationRole: primaryRole?.role ?? null,
+		crmRecord: contact?.crm_record
+			? {
+					recordId: contact.crm_record.id ?? null,
+					engagementStatus: contact.crm_record.engagement_status ?? null,
+					ownerUserId: contact.crm_record.owner_user_id ?? null,
+					updatedAt: contact.crm_record.updated_at ?? null,
+			  }
+			: null,
 		raw: {
 			partyType: contact?.party?.party_type ?? null,
 		},
 	};
 }
 
+function shapeContactCrmCandidate(contact: any) {
+	const primaryRole = primaryProgramRole(contact);
+	return contact?.crm_record
+		? {
+				recordId: contact.crm_record.id ?? null,
+				partyId: contact?.party?.id ?? null,
+				displayName: contact?.party?.display_name ?? contact?.person?.full_name ?? null,
+				email: contact?.person?.email ?? null,
+				engagementStatus: contact.crm_record.engagement_status ?? null,
+				ownerUserId: contact.crm_record.owner_user_id ?? null,
+				updatedAt: contact.crm_record.updated_at ?? null,
+				organizationName: primaryRole?.organization_name ?? null,
+		  }
+		: null;
+}
+
 function shapeCrmCandidate(item: any) {
 	return {
 		recordId: item?.record?.id ?? null,
@@ -751,8 +750,26 @@ async function getGuestProfile(args: {
 		let crmMatches: any[] = [];
 
 		if (includeCrm) {
+			crmMatches = contactRows
+				.map((row: any) => {
+					const shaped = shapeContactCrmCandidate(row);
+					if (!shaped) return null;
+					const score = scoreCandidateMatch({
+						candidatePartyId: shaped.partyId,
+						candidateEmail: shaped.email,
+						candidateName: shaped.displayName,
+						partyId: resolvedPartyId ?? bestContact?.partyId ?? undefined,
+						email: resolvedEmail ?? bestContact?.email ?? undefined,
+						search: resolvedSearch,
+					});
+					return { shaped, score };
+				})
+				.filter((row: any) => row && (row.score > 0 || (!resolvedPartyId && !resolvedEmail)))
+				.sort((a: any, b: any) => b.score - a.score)
+				.map((row: any) => row.shaped);
+
 			const crmSearch = resolvedEmail ?? resolvedSearch;
-			if (crmSearch) {
+			if (!crmMatches.length && crmSearch) {
 				const crmResponse = await api.get<any>("/crm/records", {
 					search: crmSearch,
 					limit: 10,
@@ -1564,26 +1581,6 @@ async function cancelMeeting(args: { meetingId: string; calendarAccountId?: stri
 	}
 }
 
-async function updateMeeting(args: {
-	meetingId: string;
-	startsAt?: string | null;
-	endsAt?: string | null;
-	title?: string | null;
-	producerFraming?: string | null;
-}) {
-	try {
-		return await api.patch<any>(`/meetings/${args.meetingId}`, {
-			starts_at: args.startsAt,
-			ends_at: args.endsAt,
-			title: args.title,
-			producer_framing: args.producerFraming,
-		});
-	} catch (error) {
-		if (error instanceof ApiError) return { error: error.message, status: error.status };
-		throw error;
-	}
-}
-
 async function assignMeeting(args: {
 	meetingId: string;
 	primaryPartyId: string;
@@ -1795,6 +1792,17 @@ export function registerMeetingTools(pi: ExtensionAPI) {
 			to: Type.Optional(Type.String({ description: "Optional to ISO timestamp" })),
 			assignmentStatus: Type.Optional(Type.String({ description: "Optional assignment status filter" })),
 			limit: Type.Optional(Type.Number({ description: "Optional max rows to return. Defaults to 10, max 25." })),
+			distinct: Type.Optional(Type.Boolean({ description: "Set true to de-duplicate guests." })),
+			includeMeetingIds: Type.Optional(Type.Boolean({ description: "Set true to include meetingId in compact guest rows." })),
+			includeEmails: Type.Optional(Type.Boolean({ description: "Set true to include guest emails in compact guest rows." })),
+			fields: Type.Optional(
+				Type.Array(
+					Type.String({
+						description:
+							"Optional compact guest field projection. Allowed: date, startsAt, endsAt, title, displayName, organizationName, organizationRole, partyId, meetingId, email, transcriptAvailable.",
+					}),
+				),
+			),
 			includeTranscriptStatus: Type.Optional(
 				Type.Boolean({
 					description: "Set true to check transcript availability for each meeting. Defaults to true.",
@@ -1809,37 +1817,6 @@ export function registerMeetingTools(pi: ExtensionAPI) {
 		}),
 	});
 
-	pi.registerTool({
-		name: "seedclub_list_guest_roster",
-		label: "List Guest Roster",
-		description:
-			"Return a compact, query-driven guest roster for a program and date range. Prefer this when the user asks who was on a show and you want a minimal payload.",
-		parameters: Type.Object({
-			programSlug: Type.String({ description: "Program slug" }),
-			from: Type.String({ description: "Inclusive start date/time (ISO)." }),
-			to: Type.String({ description: "Inclusive end date/time (ISO)." }),
-			assignmentStatus: Type.Optional(Type.String({ description: "Optional assignment status filter" })),
-			limit: Type.Optional(Type.Number({ description: "Optional max rows to return. Defaults to 10, max 25." })),
-			distinct: Type.Optional(Type.Boolean({ description: "Set true to de-duplicate guests." })),
-			includeMeetingIds: Type.Optional(Type.Boolean({ description: "Set true to include meetingId in rows." })),
-			includeEmails: Type.Optional(Type.Boolean({ description: "Set true to include guest emails." })),
-			fields: Type.Optional(
-				Type.Array(
-					Type.String({
-						description:
-							"Optional field projection. Allowed: date, startsAt, endsAt, title, displayName, organizationName, organizationRole, partyId, meetingId, email.",
-					}),
-				),
-			),
-		}),
-		execute: wrapExecute(listGuestRoster),
-		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_list_guest_roster"), (args) => args?.programSlug || undefined),
-		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_list_guest_roster"), (details) => {
-			const count = Array.isArray(details?.rows) ? details.rows.length : undefined;
-			return typeof count === "number" ? `${count} guest${count === 1 ? "" : "s"}` : undefined;
-		}),
-	});
-
 	pi.registerTool({
 		name: "seedclub_get_guest_profile",
 		label: "Get Guest Profile",
@@ -2124,25 +2101,55 @@ export function registerMeetingTools(pi: ExtensionAPI) {
 	});
 
 	pi.registerTool({
-		name: "seedclub_update_meeting",
-		label: "Update Meeting",
-		description: "Update editable Seed Club meeting fields.",
+		name: "seedclub_reschedule_meeting",
+		label: "Reschedule Meeting",
+		description:
+			"Reschedule a booked Seed Club meeting and update the calendar invite and studio timing together. Always fetch availability first with seedclub_list_meeting_availability and use one of the returned startsAt/endsAt pairs. Pass calendarAccountId when multiple writable calendars exist.",
 		parameters: Type.Object({
 			meetingId: Type.String({ description: "Meeting id" }),
-			startsAt: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			endsAt: Type.Optional(Type.Union([Type.String(), Type.Null()])),
+			startsAt: Type.String({ description: "New meeting start time as an ISO timestamp from availability" }),
+			endsAt: Type.Optional(
+				Type.Union([Type.String(), Type.Null()], {
+					description: "Optional new meeting end time as an ISO timestamp from availability.",
+				}),
+			),
+			durationMinutes: Type.Optional(
+				Type.Union([Type.Number(), Type.Null()], {
+					description: "Optional meeting length in minutes if endsAt is not provided.",
+				}),
+			),
+			timeZone: Type.Optional(Type.String({ description: "IANA timezone like America/New_York" })),
 			title: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			producerFraming: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-		}),
-		execute: wrapExecute(updateMeeting),
-		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_update_meeting"), (args) =>
-			firstNonEmptyString(
-				formatMeetingDateTimeRange(args?.startsAt, args?.endsAt),
-				args?.title,
-				args?.meetingId,
+			description: Type.Optional(Type.Union([Type.String(), Type.Null()])),
+			calendarAccountId: Type.Optional(
+				Type.Union([Type.String(), Type.Null()], {
+					description: "Optional calendar account id that owns the invite.",
+				}),
 			),
+		}),
+		execute: wrapExecute(rescheduleMeeting),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_reschedule_meeting"), (args) =>
+			firstNonEmptyString(formatMeetingDateTimeRange(args?.startsAt, args?.endsAt), args?.meetingId),
 		),
-		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_update_meeting")),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_reschedule_meeting")),
+	});
+
+	pi.registerTool({
+		name: "seedclub_cancel_meeting",
+		label: "Cancel Meeting",
+		description:
+			"Cancel a booked Seed Club meeting and clean up the calendar invite and studio access. Pass calendarAccountId when multiple writable calendars exist.",
+		parameters: Type.Object({
+			meetingId: Type.String({ description: "Meeting id" }),
+			calendarAccountId: Type.Optional(
+				Type.Union([Type.String(), Type.Null()], {
+					description: "Optional calendar account id that owns the invite.",
+				}),
+			),
+		}),
+		execute: wrapExecute(cancelMeeting),
+		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_cancel_meeting"), (args) => args?.meetingId || undefined),
+		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_cancel_meeting")),
 	});
 
 	pi.registerTool({

package/assets/extensions/seedclub/ui-copy.ts

@@ -8,6 +8,12 @@ export const TOOL_CALL_LABELS: Record<string, string> = {
 	seedclub_create_crm_note: "Saving CRM note",
 	seedclub_create_crm_task: "Creating CRM task",
 	seedclub_list_program_contacts: "Loading program contacts",
+	seedclub_list_program_funnels: "Loading program funnels",
+	seedclub_create_funnel_stage: "Creating funnel stage",
+	seedclub_update_funnel_stage: "Updating funnel stage",
+	seedclub_list_funnel_contacts: "Loading funnel contacts",
+	seedclub_list_funnel_stage_contacts: "Loading funnel stage contacts",
+	seedclub_move_funnel_enrollment: "Moving funnel enrollment",
 	seedclub_search_people: "Searching people",
 	seedclub_list_meeting_availability: "Loading availability slots",
 	seedclub_list_meeting_calendars: "Loading booking calendars",
@@ -18,7 +24,6 @@ export const TOOL_CALL_LABELS: Record<string, string> = {
 	seedclub_find_common_meeting_availability: "Checking common availability",
 	seedclub_list_meetings: "Checking meeting schedule",
 	seedclub_list_show_guests: "Looking up show guests",
-	seedclub_list_guest_roster: "Building guest roster",
 	seedclub_get_guest_profile: "Resolving guest profile",
 	seedclub_find_latest_guest_transcript: "Finding the latest guest transcript",
 	seedclub_prepare_clip_packet: "Checking clip readiness",
@@ -29,7 +34,6 @@ export const TOOL_CALL_LABELS: Record<string, string> = {
 	seedclub_book_meeting: "Booking meeting",
 	seedclub_reschedule_meeting: "Rescheduling meeting",
 	seedclub_cancel_meeting: "Cancelling meeting",
-	seedclub_update_meeting: "Updating meeting",
 	seedclub_assign_meeting: "Assigning meeting",
 	seedclub_list_program_media_assets: "Checking media assets",
 	seedclub_get_program_media_asset: "Loading media asset details",
@@ -51,6 +55,12 @@ export const TOOL_SUCCESS_LABELS: Record<string, string> = {
 	seedclub_create_crm_note: "CRM note saved",
 	seedclub_create_crm_task: "CRM task created",
 	seedclub_list_program_contacts: "Program contacts loaded",
+	seedclub_list_program_funnels: "Program funnels loaded",
+	seedclub_create_funnel_stage: "Funnel stage created",
+	seedclub_update_funnel_stage: "Funnel stage updated",
+	seedclub_list_funnel_contacts: "Funnel contacts loaded",
+	seedclub_list_funnel_stage_contacts: "Funnel stage contacts loaded",
+	seedclub_move_funnel_enrollment: "Funnel enrollment moved",
 	seedclub_search_people: "People loaded",
 	seedclub_list_meeting_availability: "Availability loaded",
 	seedclub_list_meeting_calendars: "Booking calendars loaded",
@@ -61,7 +71,6 @@ export const TOOL_SUCCESS_LABELS: Record<string, string> = {
 	seedclub_find_common_meeting_availability: "Common availability loaded",
 	seedclub_list_meetings: "Meeting schedule loaded",
 	seedclub_list_show_guests: "Show guests loaded",
-	seedclub_list_guest_roster: "Guest roster ready",
 	seedclub_get_guest_profile: "Guest profile loaded",
 	seedclub_find_latest_guest_transcript: "Guest transcript loaded",
 	seedclub_prepare_clip_packet: "Clip readiness checked",
@@ -72,7 +81,6 @@ export const TOOL_SUCCESS_LABELS: Record<string, string> = {
 	seedclub_book_meeting: "Meeting booked",
 	seedclub_reschedule_meeting: "Meeting rescheduled",
 	seedclub_cancel_meeting: "Meeting cancelled",
-	seedclub_update_meeting: "Meeting updated",
 	seedclub_assign_meeting: "Meeting assigned",
 	seedclub_list_program_media_assets: "Media assets checked",
 	seedclub_get_program_media_asset: "Media asset details loaded",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@clubnet/seedclub",
-  "version": "0.2.35",
+  "version": "0.2.36",
   "description": "A branded command-line agent wrapper around pi, with integrated Seed Club commands, tools, and app actions",
   "license": "MIT",
   "repository": {