@clubnet/seedclub 0.2.35 → 0.2.37

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/media.ts

@@ -147,6 +147,10 @@ function inferContentType(fileName: string) {
 	return "video/mp4";
 }
 
+function isIsoDate(value: string) {
+	return /^\d{4}-\d{2}-\d{2}$/.test(value);
+}
+
 async function inferMediaOrientation(
 	filePath: string,
 	contentType: string,
@@ -180,143 +184,6 @@ async function inferMediaOrientation(
 	}
 }
 
-async function publishClipAsset(args: {
-	programSlug: string;
-	storageUrl: string;
-	associationPolicy?: "required" | "preferred" | "none" | null;
-	meetingId?: string | null;
-	guestName?: string | null;
-	primaryPartyId?: string | null;
-	partyIds?: string[] | null;
-	audioUrl?: string | null;
-	contentType?: string | null;
-	description?: string | null;
-	durationSeconds?: number | null;
-	eventDate?: string | null;
-	fileName?: string | null;
-	fileSize?: number | null;
-	keyQuestion?: string | null;
-	orientation?: string | null;
-	publicationUrls?: {
-		instagram?: string | null;
-		tiktok?: string | null;
-		x?: string | null;
-		youtube?: string | null;
-		zora?: string | null;
-	} | null;
-	thumbnailUrl?: string | null;
-	title?: string | null;
-	transcriptEdited?: string | null;
-	transcriptRaw?: string | null;
-	transcriptVtt?: string | null;
-	triggerTranscription?: boolean | null;
-	visibility?: string | null;
-	workflowStatus?: string | null;
-	publishingJob?: {
-		platform: string;
-		title?: string | null;
-		description?: string | null;
-		scheduledFor?: string | null;
-		publishedAt?: string | null;
-		status?: string | null;
-		isImmediate?: boolean;
-		tags?: string[] | null;
-		thumbnailAssetId?: string | null;
-		legacyAssetSourceId?: string | null;
-		metadataJson?: Record<string, unknown> | null;
-		destination?: {
-			accountId?: string | null;
-			username?: string | null;
-			displayName?: string | null;
-			profileImageUrl?: string | null;
-			configJson?: Record<string, unknown> | null;
-		} | null;
-	} | null;
-}) {
-	try {
-		const storageUrl = normalizeOptionalString(args.storageUrl);
-		if (!storageUrl) {
-			return {
-				error: "Provide the uploaded clip storageUrl for the final rendered clip.",
-			};
-		}
-
-		const assetResponse = await api.post<any>(`/programs/${args.programSlug}/media/assets`, {
-			asset_kind: "clip",
-			association_policy: normalizeOptionalString(args.associationPolicy),
-			audio_url: normalizeOptionalString(args.audioUrl),
-			content_type: normalizeOptionalString(args.contentType),
-			description: normalizeOptionalString(args.description),
-			duration_seconds: normalizeOptionalNumber(args.durationSeconds),
-			event_date: normalizeOptionalString(args.eventDate),
-			file_name: normalizeOptionalString(args.fileName),
-			file_size: normalizeOptionalNumber(args.fileSize),
-			guest_name: normalizeOptionalString(args.guestName),
-			key_question: normalizeOptionalString(args.keyQuestion),
-			meeting_id: normalizeOptionalString(args.meetingId),
-			orientation: normalizeOptionalString(args.orientation),
-			party_ids: Array.isArray(args.partyIds) ? args.partyIds : null,
-			primary_party_id: normalizeOptionalString(args.primaryPartyId),
-			publication_urls: args.publicationUrls ?? null,
-			storage_url: storageUrl,
-			thumbnail_url: normalizeOptionalString(args.thumbnailUrl),
-			title: normalizeOptionalString(args.title),
-			trigger_transcription: normalizeOptionalBoolean(args.triggerTranscription),
-			transcript_edited: normalizeOptionalString(args.transcriptEdited),
-			transcript_raw: normalizeOptionalString(args.transcriptRaw),
-			transcript_vtt: normalizeOptionalString(args.transcriptVtt),
-			visibility: normalizeOptionalString(args.visibility),
-			workflow_status: normalizeOptionalString(args.workflowStatus),
-		});
-
-		let publishingJob: any = null;
-		if (args.publishingJob?.platform?.trim()) {
-			const createdAssetId = assetResponse?.asset?.id;
-			publishingJob = await api.post<any>(`/programs/${args.programSlug}/publishing/jobs`, {
-				platform: args.publishingJob.platform.trim(),
-				asset_id: typeof createdAssetId === "string" ? createdAssetId : null,
-				title: normalizeOptionalString(args.publishingJob.title),
-				description: normalizeOptionalString(args.publishingJob.description),
-				scheduled_for: normalizeOptionalString(args.publishingJob.scheduledFor),
-				published_at: normalizeOptionalString(args.publishingJob.publishedAt),
-				status: normalizeOptionalString(args.publishingJob.status),
-				is_immediate: args.publishingJob.isImmediate === true,
-				tags: Array.isArray(args.publishingJob.tags)
-					? args.publishingJob.tags.filter((tag) => typeof tag === "string" && tag.trim()).map((tag) => tag.trim())
-					: [],
-				thumbnail_asset_id: normalizeOptionalString(args.publishingJob.thumbnailAssetId),
-				legacy_asset_source_id: normalizeOptionalString(args.publishingJob.legacyAssetSourceId),
-				metadata_json: args.publishingJob.metadataJson ?? {},
-				destination: args.publishingJob.destination
-					? {
-							account_id: normalizeOptionalString(args.publishingJob.destination.accountId),
-							username: normalizeOptionalString(args.publishingJob.destination.username),
-							display_name: normalizeOptionalString(args.publishingJob.destination.displayName),
-							profile_image_url: normalizeOptionalString(args.publishingJob.destination.profileImageUrl),
-							config_json: args.publishingJob.destination.configJson ?? null,
-					  }
-					: null,
-			});
-		}
-
-		return {
-			program: assetResponse?.program ?? null,
-			asset: shapeMediaAssetRow(assetResponse?.asset, false),
-			primary_party: assetResponse?.primary_party ?? null,
-			parties: Array.isArray(assetResponse?.parties) ? assetResponse.parties : [],
-			matched_funnels: Array.isArray(assetResponse?.matched_funnels) ? assetResponse.matched_funnels : [],
-			publications: Array.isArray(assetResponse?.publications) ? assetResponse.publications : [],
-			publishing_job: publishingJob?.data ?? null,
-			linkage: assetResponse?.linkage ?? null,
-			note:
-				"Created the linked media record for an already-hosted clip URL. For local files, use seedclub_upload_clip_asset so seedclub-api handles the 11am Spaces upload.",
-		};
-	} catch (error) {
-		if (error instanceof ApiError) return { error: error.message, status: error.status };
-		throw error;
-	}
-}
-
 async function uploadClipAsset(args: {
 	programSlug: string;
 	filePath: string;
@@ -384,17 +251,39 @@ async function uploadClipAsset(args: {
 
 		const resolvedFileName = normalizeOptionalString(args.fileName) ?? basename(filePath);
 		const resolvedContentType = normalizeOptionalString(args.contentType) ?? inferContentType(resolvedFileName);
+		const resolvedTitle = normalizeOptionalString(args.title);
+		const resolvedEventDate = normalizeOptionalString(args.eventDate);
+		const resolvedMeetingId = normalizeOptionalString(args.meetingId);
+		const resolvedWorkflowStatus = normalizeOptionalString(args.workflowStatus) ?? "published";
+		const missingFields = [
+			...(resolvedTitle ? [] : ["title"]),
+			...(resolvedMeetingId ? [] : ["meetingId"]),
+		];
+		if (missingFields.length) {
+			return {
+				error:
+					`Before uploading, ask the user for the missing clip metadata: ${missingFields.join(", ")}. ` +
+					"For finished clips, workflowStatus is usually published.",
+				missing_fields: missingFields,
+			};
+		}
+		const uploadTitle = resolvedTitle as string;
+		const uploadMeetingId = resolvedMeetingId as string;
+		const uploadWorkflowStatus = resolvedWorkflowStatus as string;
+		if (resolvedEventDate && !isIsoDate(resolvedEventDate)) {
+			return { error: "eventDate must use YYYY-MM-DD format.", field: "eventDate" };
+		}
 		const resolvedOrientation =
 			normalizeOptionalString(args.orientation) ??
 			(await inferMediaOrientation(filePath, resolvedContentType));
 		const presignResponse = await api.post<any>(`/programs/${args.programSlug}/media/ingests`, {
 			association_policy: normalizeOptionalString(args.associationPolicy),
 			content_type: resolvedContentType,
-			event_date: normalizeOptionalString(args.eventDate),
+			event_date: resolvedEventDate,
 			file_name: resolvedFileName,
 			guest_name: normalizeOptionalString(args.guestName),
 			kind: resolvedContentType.startsWith("audio/") ? "audio" : "clip",
-			meeting_id: normalizeOptionalString(args.meetingId),
+			meeting_id: uploadMeetingId,
 			party_ids: Array.isArray(args.partyIds) ? args.partyIds : null,
 			person_name: normalizeOptionalString(args.personName),
 			primary_party_id: normalizeOptionalString(args.primaryPartyId),
@@ -464,12 +353,12 @@ async function uploadClipAsset(args: {
 			description: normalizeOptionalString(args.description),
 			derived_from_asset_id: normalizeOptionalString(args.derivedFromAssetId),
 			duration_seconds: normalizeOptionalNumber(args.durationSeconds),
-			event_date: normalizeOptionalString(args.eventDate),
+			event_date: resolvedEventDate,
 			file_name: resolvedFileName,
 			file_size: fileStats.size,
 			guest_name: normalizeOptionalString(args.guestName),
 			key_question: normalizeOptionalString(args.keyQuestion),
-			meeting_id: normalizeOptionalString(args.meetingId),
+			meeting_id: uploadMeetingId,
 			orientation: resolvedOrientation,
 			party_ids: Array.isArray(args.partyIds) ? args.partyIds : null,
 			primary_party_id: normalizeOptionalString(args.primaryPartyId),
@@ -478,12 +367,12 @@ async function uploadClipAsset(args: {
 			source_recording_id: normalizeOptionalString(args.sourceRecordingId),
 			source_stream_id: normalizeOptionalString(args.sourceStreamId),
 			thumbnail_url: normalizeOptionalString(args.thumbnailUrl),
-			title: normalizeOptionalString(args.title),
+			title: uploadTitle,
 			transcript_edited: normalizeOptionalString(args.transcriptEdited),
 			transcript_raw: normalizeOptionalString(args.transcriptRaw),
 			transcript_vtt: normalizeOptionalString(args.transcriptVtt),
 			visibility: normalizeOptionalString(args.visibility),
-			workflow_status: normalizeOptionalString(args.workflowStatus),
+			workflow_status: uploadWorkflowStatus,
 		});
 
 		return {
@@ -696,12 +585,12 @@ export function registerMediaTools(pi: ExtensionAPI) {
 		name: "seedclub_upload_clip_asset",
 		label: "Upload Clip Asset",
 		description:
-			"Upload a locally rendered 11am clip file to DigitalOcean Spaces through seedclub-api, then create the linked media asset record and optional publishing job. Use this after ffmpeg has cut the clip and appended the current season bumper. The CLI receives only a short-lived upload URL; DigitalOcean keys stay on seedclub-api.",
+			"Upload a locally rendered 11am clip file to DigitalOcean Spaces through seedclub-api, then create the linked media asset record and optional publishing job. Use this after ffmpeg has cut the clip and appended the current season bumper. Before calling this tool, ask for or confidently infer title and meetingId; do not upload without them. eventDate is optional because seedclub-api infers it from meetingId when completing the upload; if supplied, it must be YYYY-MM-DD. workflowStatus defaults to published for finished clips unless the user chooses another status. The CLI receives only a short-lived upload URL; DigitalOcean keys stay on seedclub-api.",
 		parameters: Type.Object({
 			programSlug: Type.String({ description: "Program slug. Currently the upload backend is configured for 11am." }),
 			filePath: Type.String({ description: "Local path to the final rendered clip file after bumper append." }),
 			associationPolicy: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional association policy passed through to seedclub-api. Use required, preferred, or none." })),
-			meetingId: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional exact meeting id. If omitted, seedclub-api can resolve it from guestName and eventDate." })),
+			meetingId: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Required for upload. Exact meeting id for the source show/interview. Ask the user or resolve it from transcript/recording context before uploading." })),
 			guestName: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional guest name passed through to seedclub-api for meeting resolution." })),
 			primaryPartyId: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional primary guest party id. If omitted, seedclub-api will infer it from meetingId when possible." })),
 			partyIds: Type.Optional(Type.Union([Type.Array(Type.String()), Type.Null()], { description: "Optional additional related party ids. If omitted, seedclub-api will infer them from meetingId when possible." })),
@@ -710,7 +599,7 @@ export function registerMediaTools(pi: ExtensionAPI) {
 			description: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			derivedFromAssetId: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			durationSeconds: Type.Optional(Type.Union([Type.Number(), Type.Null()])),
-			eventDate: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional YYYY-MM-DD event date passed through to seedclub-api for association resolution." })),
+			eventDate: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional YYYY-MM-DD event date for the presigned storage path. seedclub-api infers final media event_date from meetingId on complete." })),
 			fileName: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional storage/display file name. Defaults to basename(filePath)." })),
 			keyQuestion: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			orientation: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional orientation such as vertical or horizontal. If omitted for a local upload, the tool will infer it from the media dimensions when possible." })),
@@ -730,12 +619,12 @@ export function registerMediaTools(pi: ExtensionAPI) {
 			sourceRecordingId: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			sourceStreamId: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			thumbnailUrl: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			title: Type.Optional(Type.Union([Type.String(), Type.Null()])),
+			title: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Required for upload. Human-readable clip title. Ask the user if it cannot be confidently inferred." })),
 			transcriptEdited: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			transcriptRaw: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			transcriptVtt: Type.Optional(Type.Union([Type.String(), Type.Null()])),
 			visibility: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			workflowStatus: Type.Optional(Type.Union([Type.String(), Type.Null()])),
+			workflowStatus: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional media workflow state. Defaults to published for finished clips unless the user chooses another status." })),
 			publishingJob: Type.Optional(
 				Type.Union([
 					Type.Object({
@@ -775,91 +664,6 @@ export function registerMediaTools(pi: ExtensionAPI) {
 		}),
 	});
 
-	pi.registerTool({
-		name: "seedclub_publish_clip_asset",
-		label: "Publish Clip Asset",
-		description:
-			"Create a clip media asset linked to the correct meeting and party records, then optionally create a publishing job for an already-hosted clip URL. For local ffmpeg outputs, prefer seedclub_upload_clip_asset so seedclub-api handles the DigitalOcean Spaces presigned upload.",
-		parameters: Type.Object({
-			programSlug: Type.String({ description: "Program slug" }),
-			storageUrl: Type.String({ description: "Public or internal URL for the final rendered clip file." }),
-			associationPolicy: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional association policy passed through to seedclub-api. Use required, preferred, or none." })),
-			meetingId: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional exact meeting id. If omitted, seedclub-api can resolve it from guestName and eventDate." })),
-			guestName: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional guest name passed through to seedclub-api for meeting resolution." })),
-			primaryPartyId: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional primary guest party id. If omitted, the tool will try to infer it from the meeting." })),
-			partyIds: Type.Optional(Type.Union([Type.Array(Type.String()), Type.Null()], { description: "Optional additional related party ids. primaryPartyId will be included automatically." })),
-			audioUrl: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			contentType: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			description: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			durationSeconds: Type.Optional(Type.Union([Type.Number(), Type.Null()])),
-			eventDate: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional YYYY-MM-DD event date passed through to seedclub-api for association resolution." })),
-			fileName: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			fileSize: Type.Optional(Type.Union([Type.Number(), Type.Null()])),
-			keyQuestion: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			orientation: Type.Optional(Type.Union([Type.String(), Type.Null()], { description: "Optional orientation such as vertical or horizontal." })),
-			publicationUrls: Type.Optional(
-				Type.Union([
-					Type.Object({
-						instagram: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						tiktok: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						x: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						youtube: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						zora: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-					}),
-					Type.Null(),
-				]),
-			),
-			thumbnailUrl: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			title: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			transcriptEdited: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			transcriptRaw: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			transcriptVtt: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			triggerTranscription: Type.Optional(Type.Union([Type.Boolean(), Type.Null()])),
-			visibility: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			workflowStatus: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-			publishingJob: Type.Optional(
-				Type.Union([
-					Type.Object({
-						platform: Type.String({ description: "Publishing platform slug/name for the downstream job." }),
-						title: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						description: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						scheduledFor: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						publishedAt: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						status: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						isImmediate: Type.Optional(Type.Boolean()),
-						tags: Type.Optional(Type.Union([Type.Array(Type.String()), Type.Null()])),
-						thumbnailAssetId: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						legacyAssetSourceId: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-						metadataJson: Type.Optional(Type.Union([Type.Record(Type.String(), Type.Unknown()), Type.Null()])),
-						destination: Type.Optional(
-							Type.Union([
-								Type.Object({
-									accountId: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-									username: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-									displayName: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-									profileImageUrl: Type.Optional(Type.Union([Type.String(), Type.Null()])),
-									configJson: Type.Optional(Type.Union([Type.Record(Type.String(), Type.Unknown()), Type.Null()])),
-								}),
-								Type.Null(),
-							]),
-						),
-					}),
-					Type.Null(),
-				]),
-			),
-		}),
-		execute: wrapExecute(publishClipAsset),
-		renderCall: makeProgressCallRenderer(getToolCallLabel("seedclub_publish_clip_asset"), (args) => args?.title || args?.guestName || args?.meetingId || args?.programSlug || undefined),
-		renderResult: makeProgressResultRenderer(getToolSuccessLabel("seedclub_publish_clip_asset"), (details) => {
-			const asset = details?.asset ?? {};
-			const assetId = typeof asset?.id === "string" ? asset.id : null;
-			const meetingId = typeof details?.linkage?.meeting_id === "string" ? details.linkage.meeting_id : null;
-			const partyId = typeof details?.linkage?.primary_party_id === "string" ? details.linkage.primary_party_id : null;
-			const pieces = [assetId, meetingId, partyId].filter(Boolean);
-			return pieces.length ? pieces.join(" · ") : undefined;
-		}),
-	});
-
 	pi.registerTool({
 		name: "seedclub_list_program_headlines",
 		label: "List Program Headlines",

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",
@@ -29,12 +34,10 @@ 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",
 	seedclub_upload_clip_asset: "Uploading clip asset",
-	seedclub_publish_clip_asset: "Publishing clip asset",
 	seedclub_list_program_headlines: "Loading program headlines",
 	seedclub_create_program_headline: "Saving headline",
 	seedclub_update_program_headline: "Updating headline",
@@ -51,6 +54,12 @@ 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 +70,6 @@ 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",
@@ -72,12 +80,10 @@ 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",
 	seedclub_upload_clip_asset: "Clip asset uploaded",
-	seedclub_publish_clip_asset: "Clip asset published",
 	seedclub_list_program_headlines: "Program headlines loaded",
 	seedclub_create_program_headline: "Headline saved",
 	seedclub_update_program_headline: "Headline updated",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@clubnet/seedclub",
-  "version": "0.2.35",
+  "version": "0.2.37",
   "description": "A branded command-line agent wrapper around pi, with integrated Seed Club commands, tools, and app actions",
   "license": "MIT",
   "repository": {