@datasynx/agentic-crm 1.0.0 → 1.2.0

package/dist/{transcript-watcher-0mh2ZhmH.js → transcript-watcher-BoClrJAz.js}

@@ -31,7 +31,7 @@ function watchTranscripts(opts) {
 }
 async function processTranscriptFile(filePath, slug, dataDir) {
 	const source = `file://${filePath}`;
-	const { readInteractions, appendInteraction } = await import("./interactions-writer-RJB8SWf2.js");
+	const { readInteractions, appendInteraction } = await import("./interactions-writer-B2y-73lh.js");
 	if ((await readInteractions(dataDir, slug)).includes(source)) return;
 	const content = fs.readFileSync(filePath, "utf-8");
 	const date = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
@@ -136,4 +136,4 @@ async function recordUnmatched(dataDir, filePath, reason) {
 //#endregion
 export { processTranscriptFile, processTranscriptFileAutoMatch, watchTranscripts };
 
-//# sourceMappingURL=transcript-watcher-0mh2ZhmH.js.map
+//# sourceMappingURL=transcript-watcher-BoClrJAz.js.map

package/dist/{transcript-watcher-0mh2ZhmH.js.map → transcript-watcher-BoClrJAz.js.map}

@@ -1 +1 @@
-{"version":3,"file":"transcript-watcher-0mh2ZhmH.js","names":[],"sources":["../src/sync/transcript-watcher.ts"],"sourcesContent":["// src/sync/transcript-watcher.ts\n// chokidar v4 — NO glob support in watch(), use ignored as a function\nimport chokidar, { type FSWatcher } from \"chokidar\";\nimport fs from \"fs\";\nimport path from \"path\";\nimport matter from \"gray-matter\";\nimport { escapeRegExp } from \"../core/regex.js\";\nimport { logger } from \"../core/logger.js\";\n\ninterface WatchOptions {\n  paths: string[];\n  extensions: string[];\n  dataDir: string;\n  onFile: (filePath: string) => Promise<void>;\n}\n\nexport function watchTranscripts(opts: WatchOptions): FSWatcher {\n  const { paths, extensions, onFile } = opts;\n\n  const watcher = chokidar.watch(paths, {\n    // v4: ignored is a function (no glob strings)\n    ignored: (p: string, stats?: fs.Stats) => {\n      if (stats?.isDirectory()) return false;\n      return !extensions.some((ext) => p.endsWith(ext));\n    },\n    awaitWriteFinish: { stabilityThreshold: 2000, pollInterval: 100 },\n    ignoreInitial: false,\n    persistent: true,\n  });\n\n  watcher.on(\"add\", (filePath) => {\n    onFile(filePath).catch((err: unknown) => {\n      logger.error(\"transcript-watcher\", \"error processing file\", {\n        filePath,\n        error: (err as Error).message,\n      });\n    });\n  });\n\n  return watcher;\n}\n\nexport async function processTranscriptFile(\n  filePath: string,\n  slug: string,\n  dataDir: string\n): Promise<void> {\n  const source = `file://${filePath}`;\n\n  const { readInteractions, appendInteraction } = await import(\"../fs/interactions-writer.js\");\n  const existing = await readInteractions(dataDir, slug);\n  if (existing.includes(source)) return;\n\n  const content = fs.readFileSync(filePath, \"utf-8\");\n  const date = new Date().toISOString().slice(0, 10);\n  const filename = filePath.split(\"/\").pop() ?? filePath;\n\n  await appendInteraction(dataDir, slug, {\n    date,\n    type: \"Meeting\",\n    with: filename,\n    subject: filename,\n    summary: content.slice(0, 500) + (content.length > 500 ? \"...\" : \"\"),\n    nextSteps: [],\n    sourceRef: source,\n    synced: new Date().toISOString(),\n  });\n\n  const { indexInLanceDB } = await import(\"../core/lancedb.js\");\n  await indexInLanceDB(dataDir, slug, content.slice(0, 2000), source, {\n    date,\n    type: \"Meeting\",\n  }).catch((err: unknown) => {\n    logger.error(\"transcript-watcher\", \"LanceDB index failed\", { error: (err as Error).message });\n  });\n}\n\nfunction readCustomerName(customersDir: string, slug: string): string {\n  const mainFactsPath = path.join(customersDir, slug, \"main_facts.md\");\n  if (!fs.existsSync(mainFactsPath)) return slug;\n  try {\n    const raw = matter(fs.readFileSync(mainFactsPath, \"utf-8\"));\n    return typeof raw.data[\"name\"] === \"string\" ? raw.data[\"name\"] : slug;\n  } catch {\n    return slug;\n  }\n}\n\nfunction fuzzyMatchCustomer(\n  filePath: string,\n  content: string,\n  candidates: Array<{ slug: string; name: string }>\n): { slug: string } | null {\n  const filename = path.basename(filePath).toLowerCase();\n  const contentPreview = content.toLowerCase().slice(0, 5_000);\n\n  let best: { slug: string; score: number } | null = null;\n\n  for (const { slug, name } of candidates) {\n    let score = 0;\n    const nameLower = name.toLowerCase();\n    const slugLower = slug.toLowerCase();\n\n    // Filename match is the strongest signal\n    if (filename.includes(slugLower) || filename.includes(nameLower.replace(/\\s+/g, \"-\"))) {\n      score += 10;\n    }\n\n    // Count name occurrences in content\n    score += contentPreview.match(new RegExp(escapeRegExp(nameLower), \"g\"))?.length ?? 0;\n\n    if (score > 0 && (!best || score > best.score)) {\n      best = { slug, score };\n    }\n  }\n\n  return best ? { slug: best.slug } : null;\n}\n\nexport async function processTranscriptFileAutoMatch(\n  filePath: string,\n  dataDir: string\n): Promise<void> {\n  const customersDir = path.join(dataDir, \"customers\");\n  if (!fs.existsSync(customersDir)) {\n    await recordUnmatched(dataDir, filePath, \"no_customers_defined\");\n    return;\n  }\n\n  const slugs = fs.readdirSync(customersDir).filter((s) => {\n    try {\n      return fs.statSync(path.join(customersDir, s)).isDirectory();\n    } catch {\n      return false;\n    }\n  });\n\n  if (slugs.length === 0) {\n    await recordUnmatched(dataDir, filePath, \"no_customers_defined\");\n    return;\n  }\n\n  const content = fs.readFileSync(filePath, \"utf-8\");\n  const candidates = slugs.map((slug) => ({\n    slug,\n    name: readCustomerName(customersDir, slug),\n  }));\n\n  const matchedSlug = await matchCustomer(filePath, content, candidates);\n\n  if (matchedSlug) {\n    await processTranscriptFile(filePath, matchedSlug, dataDir);\n  } else {\n    await recordUnmatched(dataDir, filePath, \"no_customer_match\");\n  }\n}\n\n/**\n * Resolve a transcript to a customer slug. Prefers LLM recognition (when an\n * ANTHROPIC_API_KEY is configured) and falls back to the filename/content\n * heuristic. The LLM result is only trusted when it names a known candidate\n * with at least medium confidence — guarding against hallucinated slugs.\n */\nasync function matchCustomer(\n  filePath: string,\n  content: string,\n  candidates: Array<{ slug: string; name: string }>\n): Promise<string | null> {\n  try {\n    const { recognizeCustomer } = await import(\"../core/llm.js\");\n    const llm = await recognizeCustomer(content, candidates);\n    if (llm.slug && llm.confidence !== \"low\" && candidates.some((c) => c.slug === llm.slug)) {\n      return llm.slug;\n    }\n  } catch (err: unknown) {\n    logger.warn(\"transcript-watcher\", \"LLM recognition failed, using heuristic\", {\n      error: (err as Error).message,\n    });\n  }\n\n  return fuzzyMatchCustomer(filePath, content, candidates)?.slug ?? null;\n}\n\nasync function recordUnmatched(\n  dataDir: string,\n  filePath: string,\n  reason: \"no_customer_match\" | \"no_customers_defined\"\n): Promise<void> {\n  const { appendUnmatched } = await import(\"../fs/unmatched-transcripts.js\");\n  appendUnmatched(dataDir, { filePath, addedAt: new Date().toISOString(), reason });\n  logger.info(\"transcript-watcher\", \"unmatched transcript\", { filePath, reason });\n}\n"],"mappings":";;;;;;;AAgBA,SAAgB,iBAAiB,MAA+B;CAC9D,MAAM,EAAE,OAAO,YAAY,WAAW;CAEtC,MAAM,UAAU,SAAS,MAAM,OAAO;EAEpC,UAAU,GAAW,UAAqB;GACxC,IAAI,OAAO,YAAY,GAAG,OAAO;GACjC,OAAO,CAAC,WAAW,MAAM,QAAQ,EAAE,SAAS,GAAG,CAAC;EAClD;EACA,kBAAkB;GAAE,oBAAoB;GAAM,cAAc;EAAI;EAChE,eAAe;EACf,YAAY;CACd,CAAC;CAED,QAAQ,GAAG,QAAQ,aAAa;EAC9B,OAAO,QAAQ,EAAE,OAAO,QAAiB;GACvC,OAAO,MAAM,sBAAsB,yBAAyB;IAC1D;IACA,OAAQ,IAAc;GACxB,CAAC;EACH,CAAC;CACH,CAAC;CAED,OAAO;AACT;AAEA,eAAsB,sBACpB,UACA,MACA,SACe;CACf,MAAM,SAAS,UAAU;CAEzB,MAAM,EAAE,kBAAkB,sBAAsB,MAAM,OAAO;CAE7D,KAAI,MADmB,iBAAiB,SAAS,IAAI,GACxC,SAAS,MAAM,GAAG;CAE/B,MAAM,UAAU,GAAG,aAAa,UAAU,OAAO;CACjD,MAAM,wBAAO,IAAI,KAAK,GAAE,YAAY,EAAE,MAAM,GAAG,EAAE;CACjD,MAAM,WAAW,SAAS,MAAM,GAAG,EAAE,IAAI,KAAK;CAE9C,MAAM,kBAAkB,SAAS,MAAM;EACrC;EACA,MAAM;EACN,MAAM;EACN,SAAS;EACT,SAAS,QAAQ,MAAM,GAAG,GAAG,KAAK,QAAQ,SAAS,MAAM,QAAQ;EACjE,WAAW,CAAC;EACZ,WAAW;EACX,yBAAQ,IAAI,KAAK,GAAE,YAAY;CACjC,CAAC;CAED,MAAM,EAAE,mBAAmB,MAAM,OAAO;CACxC,MAAM,eAAe,SAAS,MAAM,QAAQ,MAAM,GAAG,GAAI,GAAG,QAAQ;EAClE;EACA,MAAM;CACR,CAAC,EAAE,OAAO,QAAiB;EACzB,OAAO,MAAM,sBAAsB,wBAAwB,EAAE,OAAQ,IAAc,QAAQ,CAAC;CAC9F,CAAC;AACH;AAEA,SAAS,iBAAiB,cAAsB,MAAsB;CACpE,MAAM,gBAAgB,KAAK,KAAK,cAAc,MAAM,eAAe;CACnE,IAAI,CAAC,GAAG,WAAW,aAAa,GAAG,OAAO;CAC1C,IAAI;EACF,MAAM,MAAM,OAAO,GAAG,aAAa,eAAe,OAAO,CAAC;EAC1D,OAAO,OAAO,IAAI,KAAK,YAAY,WAAW,IAAI,KAAK,UAAU;CACnE,QAAQ;EACN,OAAO;CACT;AACF;AAEA,SAAS,mBACP,UACA,SACA,YACyB;CACzB,MAAM,WAAW,KAAK,SAAS,QAAQ,EAAE,YAAY;CACrD,MAAM,iBAAiB,QAAQ,YAAY,EAAE,MAAM,GAAG,GAAK;CAE3D,IAAI,OAA+C;CAEnD,KAAK,MAAM,EAAE,MAAM,UAAU,YAAY;EACvC,IAAI,QAAQ;EACZ,MAAM,YAAY,KAAK,YAAY;EACnC,MAAM,YAAY,KAAK,YAAY;EAGnC,IAAI,SAAS,SAAS,SAAS,KAAK,SAAS,SAAS,UAAU,QAAQ,QAAQ,GAAG,CAAC,GAClF,SAAS;EAIX,SAAS,eAAe,MAAM,IAAI,OAAO,aAAa,SAAS,GAAG,GAAG,CAAC,GAAG,UAAU;EAEnF,IAAI,QAAQ,MAAM,CAAC,QAAQ,QAAQ,KAAK,QACtC,OAAO;GAAE;GAAM;EAAM;CAEzB;CAEA,OAAO,OAAO,EAAE,MAAM,KAAK,KAAK,IAAI;AACtC;AAEA,eAAsB,+BACpB,UACA,SACe;CACf,MAAM,eAAe,KAAK,KAAK,SAAS,WAAW;CACnD,IAAI,CAAC,GAAG,WAAW,YAAY,GAAG;EAChC,MAAM,gBAAgB,SAAS,UAAU,sBAAsB;EAC/D;CACF;CAEA,MAAM,QAAQ,GAAG,YAAY,YAAY,EAAE,QAAQ,MAAM;EACvD,IAAI;GACF,OAAO,GAAG,SAAS,KAAK,KAAK,cAAc,CAAC,CAAC,EAAE,YAAY;EAC7D,QAAQ;GACN,OAAO;EACT;CACF,CAAC;CAED,IAAI,MAAM,WAAW,GAAG;EACtB,MAAM,gBAAgB,SAAS,UAAU,sBAAsB;EAC/D;CACF;CAQA,MAAM,cAAc,MAAM,cAAc,UANxB,GAAG,aAAa,UAAU,OAMc,GALrC,MAAM,KAAK,UAAU;EACtC;EACA,MAAM,iBAAiB,cAAc,IAAI;CAC3C,EAEoE,CAAC;CAErE,IAAI,aACF,MAAM,sBAAsB,UAAU,aAAa,OAAO;MAE1D,MAAM,gBAAgB,SAAS,UAAU,mBAAmB;AAEhE;;;;;;;AAQA,eAAe,cACb,UACA,SACA,YACwB;CACxB,IAAI;EACF,MAAM,EAAE,sBAAsB,MAAM,OAAO;EAC3C,MAAM,MAAM,MAAM,kBAAkB,SAAS,UAAU;EACvD,IAAI,IAAI,QAAQ,IAAI,eAAe,SAAS,WAAW,MAAM,MAAM,EAAE,SAAS,IAAI,IAAI,GACpF,OAAO,IAAI;CAEf,SAAS,KAAc;EACrB,OAAO,KAAK,sBAAsB,2CAA2C,EAC3E,OAAQ,IAAc,QACxB,CAAC;CACH;CAEA,OAAO,mBAAmB,UAAU,SAAS,UAAU,GAAG,QAAQ;AACpE;AAEA,eAAe,gBACb,SACA,UACA,QACe;CACf,MAAM,EAAE,oBAAoB,MAAM,OAAO;CACzC,gBAAgB,SAAS;EAAE;EAAU,0BAAS,IAAI,KAAK,GAAE,YAAY;EAAG;CAAO,CAAC;CAChF,OAAO,KAAK,sBAAsB,wBAAwB;EAAE;EAAU;CAAO,CAAC;AAChF"}
+{"version":3,"file":"transcript-watcher-BoClrJAz.js","names":[],"sources":["../src/sync/transcript-watcher.ts"],"sourcesContent":["// src/sync/transcript-watcher.ts\n// chokidar v4 — NO glob support in watch(), use ignored as a function\nimport chokidar, { type FSWatcher } from \"chokidar\";\nimport fs from \"fs\";\nimport path from \"path\";\nimport matter from \"gray-matter\";\nimport { escapeRegExp } from \"../core/regex.js\";\nimport { logger } from \"../core/logger.js\";\n\ninterface WatchOptions {\n  paths: string[];\n  extensions: string[];\n  dataDir: string;\n  onFile: (filePath: string) => Promise<void>;\n}\n\nexport function watchTranscripts(opts: WatchOptions): FSWatcher {\n  const { paths, extensions, onFile } = opts;\n\n  const watcher = chokidar.watch(paths, {\n    // v4: ignored is a function (no glob strings)\n    ignored: (p: string, stats?: fs.Stats) => {\n      if (stats?.isDirectory()) return false;\n      return !extensions.some((ext) => p.endsWith(ext));\n    },\n    awaitWriteFinish: { stabilityThreshold: 2000, pollInterval: 100 },\n    ignoreInitial: false,\n    persistent: true,\n  });\n\n  watcher.on(\"add\", (filePath) => {\n    onFile(filePath).catch((err: unknown) => {\n      logger.error(\"transcript-watcher\", \"error processing file\", {\n        filePath,\n        error: (err as Error).message,\n      });\n    });\n  });\n\n  return watcher;\n}\n\nexport async function processTranscriptFile(\n  filePath: string,\n  slug: string,\n  dataDir: string\n): Promise<void> {\n  const source = `file://${filePath}`;\n\n  const { readInteractions, appendInteraction } = await import(\"../fs/interactions-writer.js\");\n  const existing = await readInteractions(dataDir, slug);\n  if (existing.includes(source)) return;\n\n  const content = fs.readFileSync(filePath, \"utf-8\");\n  const date = new Date().toISOString().slice(0, 10);\n  const filename = filePath.split(\"/\").pop() ?? filePath;\n\n  await appendInteraction(dataDir, slug, {\n    date,\n    type: \"Meeting\",\n    with: filename,\n    subject: filename,\n    summary: content.slice(0, 500) + (content.length > 500 ? \"...\" : \"\"),\n    nextSteps: [],\n    sourceRef: source,\n    synced: new Date().toISOString(),\n  });\n\n  const { indexInLanceDB } = await import(\"../core/lancedb.js\");\n  await indexInLanceDB(dataDir, slug, content.slice(0, 2000), source, {\n    date,\n    type: \"Meeting\",\n  }).catch((err: unknown) => {\n    logger.error(\"transcript-watcher\", \"LanceDB index failed\", { error: (err as Error).message });\n  });\n}\n\nfunction readCustomerName(customersDir: string, slug: string): string {\n  const mainFactsPath = path.join(customersDir, slug, \"main_facts.md\");\n  if (!fs.existsSync(mainFactsPath)) return slug;\n  try {\n    const raw = matter(fs.readFileSync(mainFactsPath, \"utf-8\"));\n    return typeof raw.data[\"name\"] === \"string\" ? raw.data[\"name\"] : slug;\n  } catch {\n    return slug;\n  }\n}\n\nfunction fuzzyMatchCustomer(\n  filePath: string,\n  content: string,\n  candidates: Array<{ slug: string; name: string }>\n): { slug: string } | null {\n  const filename = path.basename(filePath).toLowerCase();\n  const contentPreview = content.toLowerCase().slice(0, 5_000);\n\n  let best: { slug: string; score: number } | null = null;\n\n  for (const { slug, name } of candidates) {\n    let score = 0;\n    const nameLower = name.toLowerCase();\n    const slugLower = slug.toLowerCase();\n\n    // Filename match is the strongest signal\n    if (filename.includes(slugLower) || filename.includes(nameLower.replace(/\\s+/g, \"-\"))) {\n      score += 10;\n    }\n\n    // Count name occurrences in content\n    score += contentPreview.match(new RegExp(escapeRegExp(nameLower), \"g\"))?.length ?? 0;\n\n    if (score > 0 && (!best || score > best.score)) {\n      best = { slug, score };\n    }\n  }\n\n  return best ? { slug: best.slug } : null;\n}\n\nexport async function processTranscriptFileAutoMatch(\n  filePath: string,\n  dataDir: string\n): Promise<void> {\n  const customersDir = path.join(dataDir, \"customers\");\n  if (!fs.existsSync(customersDir)) {\n    await recordUnmatched(dataDir, filePath, \"no_customers_defined\");\n    return;\n  }\n\n  const slugs = fs.readdirSync(customersDir).filter((s) => {\n    try {\n      return fs.statSync(path.join(customersDir, s)).isDirectory();\n    } catch {\n      return false;\n    }\n  });\n\n  if (slugs.length === 0) {\n    await recordUnmatched(dataDir, filePath, \"no_customers_defined\");\n    return;\n  }\n\n  const content = fs.readFileSync(filePath, \"utf-8\");\n  const candidates = slugs.map((slug) => ({\n    slug,\n    name: readCustomerName(customersDir, slug),\n  }));\n\n  const matchedSlug = await matchCustomer(filePath, content, candidates);\n\n  if (matchedSlug) {\n    await processTranscriptFile(filePath, matchedSlug, dataDir);\n  } else {\n    await recordUnmatched(dataDir, filePath, \"no_customer_match\");\n  }\n}\n\n/**\n * Resolve a transcript to a customer slug. Prefers LLM recognition (when an\n * ANTHROPIC_API_KEY is configured) and falls back to the filename/content\n * heuristic. The LLM result is only trusted when it names a known candidate\n * with at least medium confidence — guarding against hallucinated slugs.\n */\nasync function matchCustomer(\n  filePath: string,\n  content: string,\n  candidates: Array<{ slug: string; name: string }>\n): Promise<string | null> {\n  try {\n    const { recognizeCustomer } = await import(\"../core/llm.js\");\n    const llm = await recognizeCustomer(content, candidates);\n    if (llm.slug && llm.confidence !== \"low\" && candidates.some((c) => c.slug === llm.slug)) {\n      return llm.slug;\n    }\n  } catch (err: unknown) {\n    logger.warn(\"transcript-watcher\", \"LLM recognition failed, using heuristic\", {\n      error: (err as Error).message,\n    });\n  }\n\n  return fuzzyMatchCustomer(filePath, content, candidates)?.slug ?? null;\n}\n\nasync function recordUnmatched(\n  dataDir: string,\n  filePath: string,\n  reason: \"no_customer_match\" | \"no_customers_defined\"\n): Promise<void> {\n  const { appendUnmatched } = await import(\"../fs/unmatched-transcripts.js\");\n  appendUnmatched(dataDir, { filePath, addedAt: new Date().toISOString(), reason });\n  logger.info(\"transcript-watcher\", \"unmatched transcript\", { filePath, reason });\n}\n"],"mappings":";;;;;;;AAgBA,SAAgB,iBAAiB,MAA+B;CAC9D,MAAM,EAAE,OAAO,YAAY,WAAW;CAEtC,MAAM,UAAU,SAAS,MAAM,OAAO;EAEpC,UAAU,GAAW,UAAqB;GACxC,IAAI,OAAO,YAAY,GAAG,OAAO;GACjC,OAAO,CAAC,WAAW,MAAM,QAAQ,EAAE,SAAS,GAAG,CAAC;EAClD;EACA,kBAAkB;GAAE,oBAAoB;GAAM,cAAc;EAAI;EAChE,eAAe;EACf,YAAY;CACd,CAAC;CAED,QAAQ,GAAG,QAAQ,aAAa;EAC9B,OAAO,QAAQ,EAAE,OAAO,QAAiB;GACvC,OAAO,MAAM,sBAAsB,yBAAyB;IAC1D;IACA,OAAQ,IAAc;GACxB,CAAC;EACH,CAAC;CACH,CAAC;CAED,OAAO;AACT;AAEA,eAAsB,sBACpB,UACA,MACA,SACe;CACf,MAAM,SAAS,UAAU;CAEzB,MAAM,EAAE,kBAAkB,sBAAsB,MAAM,OAAO;CAE7D,KAAI,MADmB,iBAAiB,SAAS,IAAI,GACxC,SAAS,MAAM,GAAG;CAE/B,MAAM,UAAU,GAAG,aAAa,UAAU,OAAO;CACjD,MAAM,wBAAO,IAAI,KAAK,GAAE,YAAY,EAAE,MAAM,GAAG,EAAE;CACjD,MAAM,WAAW,SAAS,MAAM,GAAG,EAAE,IAAI,KAAK;CAE9C,MAAM,kBAAkB,SAAS,MAAM;EACrC;EACA,MAAM;EACN,MAAM;EACN,SAAS;EACT,SAAS,QAAQ,MAAM,GAAG,GAAG,KAAK,QAAQ,SAAS,MAAM,QAAQ;EACjE,WAAW,CAAC;EACZ,WAAW;EACX,yBAAQ,IAAI,KAAK,GAAE,YAAY;CACjC,CAAC;CAED,MAAM,EAAE,mBAAmB,MAAM,OAAO;CACxC,MAAM,eAAe,SAAS,MAAM,QAAQ,MAAM,GAAG,GAAI,GAAG,QAAQ;EAClE;EACA,MAAM;CACR,CAAC,EAAE,OAAO,QAAiB;EACzB,OAAO,MAAM,sBAAsB,wBAAwB,EAAE,OAAQ,IAAc,QAAQ,CAAC;CAC9F,CAAC;AACH;AAEA,SAAS,iBAAiB,cAAsB,MAAsB;CACpE,MAAM,gBAAgB,KAAK,KAAK,cAAc,MAAM,eAAe;CACnE,IAAI,CAAC,GAAG,WAAW,aAAa,GAAG,OAAO;CAC1C,IAAI;EACF,MAAM,MAAM,OAAO,GAAG,aAAa,eAAe,OAAO,CAAC;EAC1D,OAAO,OAAO,IAAI,KAAK,YAAY,WAAW,IAAI,KAAK,UAAU;CACnE,QAAQ;EACN,OAAO;CACT;AACF;AAEA,SAAS,mBACP,UACA,SACA,YACyB;CACzB,MAAM,WAAW,KAAK,SAAS,QAAQ,EAAE,YAAY;CACrD,MAAM,iBAAiB,QAAQ,YAAY,EAAE,MAAM,GAAG,GAAK;CAE3D,IAAI,OAA+C;CAEnD,KAAK,MAAM,EAAE,MAAM,UAAU,YAAY;EACvC,IAAI,QAAQ;EACZ,MAAM,YAAY,KAAK,YAAY;EACnC,MAAM,YAAY,KAAK,YAAY;EAGnC,IAAI,SAAS,SAAS,SAAS,KAAK,SAAS,SAAS,UAAU,QAAQ,QAAQ,GAAG,CAAC,GAClF,SAAS;EAIX,SAAS,eAAe,MAAM,IAAI,OAAO,aAAa,SAAS,GAAG,GAAG,CAAC,GAAG,UAAU;EAEnF,IAAI,QAAQ,MAAM,CAAC,QAAQ,QAAQ,KAAK,QACtC,OAAO;GAAE;GAAM;EAAM;CAEzB;CAEA,OAAO,OAAO,EAAE,MAAM,KAAK,KAAK,IAAI;AACtC;AAEA,eAAsB,+BACpB,UACA,SACe;CACf,MAAM,eAAe,KAAK,KAAK,SAAS,WAAW;CACnD,IAAI,CAAC,GAAG,WAAW,YAAY,GAAG;EAChC,MAAM,gBAAgB,SAAS,UAAU,sBAAsB;EAC/D;CACF;CAEA,MAAM,QAAQ,GAAG,YAAY,YAAY,EAAE,QAAQ,MAAM;EACvD,IAAI;GACF,OAAO,GAAG,SAAS,KAAK,KAAK,cAAc,CAAC,CAAC,EAAE,YAAY;EAC7D,QAAQ;GACN,OAAO;EACT;CACF,CAAC;CAED,IAAI,MAAM,WAAW,GAAG;EACtB,MAAM,gBAAgB,SAAS,UAAU,sBAAsB;EAC/D;CACF;CAQA,MAAM,cAAc,MAAM,cAAc,UANxB,GAAG,aAAa,UAAU,OAMc,GALrC,MAAM,KAAK,UAAU;EACtC;EACA,MAAM,iBAAiB,cAAc,IAAI;CAC3C,EAEoE,CAAC;CAErE,IAAI,aACF,MAAM,sBAAsB,UAAU,aAAa,OAAO;MAE1D,MAAM,gBAAgB,SAAS,UAAU,mBAAmB;AAEhE;;;;;;;AAQA,eAAe,cACb,UACA,SACA,YACwB;CACxB,IAAI;EACF,MAAM,EAAE,sBAAsB,MAAM,OAAO;EAC3C,MAAM,MAAM,MAAM,kBAAkB,SAAS,UAAU;EACvD,IAAI,IAAI,QAAQ,IAAI,eAAe,SAAS,WAAW,MAAM,MAAM,EAAE,SAAS,IAAI,IAAI,GACpF,OAAO,IAAI;CAEf,SAAS,KAAc;EACrB,OAAO,KAAK,sBAAsB,2CAA2C,EAC3E,OAAQ,IAAc,QACxB,CAAC;CACH;CAEA,OAAO,mBAAmB,UAAU,SAAS,UAAU,GAAG,QAAQ;AACpE;AAEA,eAAe,gBACb,SACA,UACA,QACe;CACf,MAAM,EAAE,oBAAoB,MAAM,OAAO;CACzC,gBAAgB,SAAS;EAAE;EAAU,0BAAS,IAAI,KAAK,GAAE,YAAY;EAAG;CAAO,CAAC;CAChF,OAAO,KAAK,sBAAsB,wBAAwB;EAAE;EAAU;CAAO,CAAC;AAChF"}

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@datasynx/agentic-crm",
-  "version": "1.0.0",
-  "description": "The CRM your AI agents actually run — local-first, MCP-native, one autonomous agent per customer. 57 MCP tools for Claude Code, Codex & Cursor.",
+  "version": "1.2.0",
+  "description": "The CRM your AI agents actually run — local-first, MCP-native, one autonomous agent per customer. 58 MCP tools for Claude Code, Codex & Cursor.",
   "type": "module",
   "license": "MIT",
   "author": "Datasynx Engineering <eng@datasynx.io>",
@@ -91,6 +91,7 @@
     "@googleapis/calendar": "15.0.0",
     "@googleapis/gmail": "17.0.0",
     "@huggingface/transformers": "^3.8.1",
+    "@joplin/turndown-plugin-gfm": "1.0.67",
     "@lancedb/lancedb": "^0.29.0",
     "@modelcontextprotocol/sdk": "^1.10.0",
     "adm-zip": "^0.5.17",
@@ -100,17 +101,26 @@
     "cli-table3": "^0.6.3",
     "commander": "^14.0.0",
     "cron": "^4.4.0",
+    "exceljs": "4.4.0",
     "google-auth-library": "10.6.2",
     "gray-matter": "^4.0.3",
     "js-yaml": "^4.1.1",
+    "mammoth": "1.12.0",
     "slug": "^9.0.0",
+    "tesseract.js": "7.0.0",
+    "turndown": "7.2.4",
+    "unpdf": "1.6.2",
     "zod": "^3.25.0",
     "zod-validation-error": "^3.0.0"
   },
   "peerDependencies": {
+    "@napi-rs/canvas": "^0.1.69",
     "express": "^4.0.0 || ^5.0.0"
   },
   "peerDependenciesMeta": {
+    "@napi-rs/canvas": {
+      "optional": true
+    },
     "express": {
       "optional": true
     }
@@ -128,6 +138,7 @@
     "@types/iarna__toml": "^2.0.0",
     "@types/js-yaml": "^4.0.9",
     "@types/slug": "^5.0.0",
+    "@types/turndown": "5.0.6",
     "@types/which": "^3.0.0",
     "@vitest/coverage-v8": "^3.0.0",
     "expect-type": "^1.3.0",

package/dist/gmail-sync-C-NmibzS.js.map

@@ -1 +0,0 @@
-{"version":3,"file":"gmail-sync-C-NmibzS.js","names":["gmail","gmailApi"],"sources":["../src/schemas/agent-config.ts","../src/core/agent-notifier.ts","../src/sync/gmail-sync.ts"],"sourcesContent":["import { z } from \"zod\";\n\nexport const AgentConfigSchema = z.object({\n  slug: z.string().min(1),\n  channel: z.enum([\"telegram\"]),\n  wakeOn: z.array(z.enum([\"email\", \"calendar\"])).default([\"email\"]),\n  createdAt: z.string(),\n  lastWake: z.string().nullable().default(null),\n  telegramChatId: z.string().optional(),\n});\n\nexport type AgentConfig = z.infer<typeof AgentConfigSchema>;\n","// src/core/agent-notifier.ts\n// Sends a Telegram wake notification when a new inbound email from a customer\n// domain is detected and an agent config exists for that customer slug.\n// All errors are swallowed — this is a notification feature and must never\n// crash the core loop.\n\nimport fs from \"fs\";\nimport https from \"https\";\nimport path from \"path\";\nimport { writeJsonFile } from \"../fs/json-store.js\";\nimport { AgentConfigSchema, type AgentConfig } from \"../schemas/agent-config.js\";\nimport { summarizeEmail } from \"./llm.js\";\n\n// ─── Types ────────────────────────────────────────────────────────────────────\n\nexport interface WakeContext {\n  trigger: \"email\" | \"calendar\";\n  subject: string;\n  from: string;\n  snippet: string;\n}\n\n// ─── Agent config helpers ─────────────────────────────────────────────────────\n\nfunction agentConfigPath(dataDir: string, slug: string): string {\n  return path.join(dataDir, \".agentic\", \"agents\", `${slug}.agent.json`);\n}\n\nfunction readAgentConfig(dataDir: string, slug: string): AgentConfig | null {\n  const p = agentConfigPath(dataDir, slug);\n  if (!fs.existsSync(p)) return null;\n  try {\n    const raw = JSON.parse(fs.readFileSync(p, \"utf-8\") as string) as unknown;\n    const result = AgentConfigSchema.safeParse(raw);\n    return result.success ? result.data : null;\n  } catch {\n    return null;\n  }\n}\n\nfunction writeLastWake(dataDir: string, slug: string, config: AgentConfig): void {\n  const p = agentConfigPath(dataDir, slug);\n  try {\n    const updated: AgentConfig = { ...config, lastWake: new Date().toISOString() };\n    writeJsonFile(p, updated);\n  } catch {\n    // non-fatal — just a housekeeping write\n  }\n}\n\n// ─── Telegram transport ───────────────────────────────────────────────────────\n\nfunction sendTelegramMessage(token: string, chatId: string, text: string): Promise<void> {\n  const body = JSON.stringify({ chat_id: chatId, text, parse_mode: \"Markdown\" });\n  return new Promise<void>((resolve, reject) => {\n    const req = https.request(\n      `https://api.telegram.org/bot${token}/sendMessage`,\n      {\n        method: \"POST\",\n        headers: {\n          \"Content-Type\": \"application/json\",\n          \"Content-Length\": Buffer.byteLength(body),\n        },\n      },\n      (res) => {\n        res.resume();\n        resolve();\n      }\n    );\n    req.on(\"error\", reject);\n    req.write(body);\n    req.end();\n  });\n}\n\n// ─── Message builder ──────────────────────────────────────────────────────────\n\nfunction buildWakeMessage(\n  slug: string,\n  subject: string,\n  summary: string,\n  nextSteps: string[]\n): string {\n  const suggestedAction = nextSteps[0] ?? \"Follow up within 24h\";\n  return (\n    `📧 New email from **${slug}**: ${subject}\\n` +\n    `${summary}\\n\\n` +\n    `💡 Suggested action: ${suggestedAction}`\n  );\n}\n\n// ─── Public API ───────────────────────────────────────────────────────────────\n\n/**\n * Fire-and-forget notification: reads the agent config for `slug`, summarises\n * the inbound email with the LLM, and sends a Telegram message.\n *\n * Silently returns (no throw) when:\n * - no agent config exists for the slug\n * - TELEGRAM_BOT_TOKEN env var is not set\n * - no chat id is available (neither in config nor in TELEGRAM_CHAT_ID env var)\n * - any HTTPS / LLM error occurs\n */\nexport async function notifyAgentWake(\n  dataDir: string,\n  slug: string,\n  context: WakeContext\n): Promise<void> {\n  try {\n    // 1. Read agent config — bail silently if not found\n    const config = readAgentConfig(dataDir, slug);\n    if (!config) return;\n\n    // 2. Check for Telegram token — bail silently if absent\n    const token = process.env[\"TELEGRAM_BOT_TOKEN\"];\n    if (!token) return;\n\n    // 3. Determine chat id — config takes precedence, fallback to env var\n    const chatId = config.telegramChatId ?? process.env[\"TELEGRAM_CHAT_ID\"];\n    if (!chatId) return;\n\n    // 4. Summarise the email (LLM, with fallback built into summarizeEmail itself)\n    const emailSummary = await summarizeEmail(context.subject, context.snippet, context.from);\n\n    // 5. Build and send the Telegram message\n    const text = buildWakeMessage(\n      slug,\n      context.subject,\n      emailSummary.summary,\n      emailSummary.nextSteps\n    );\n    await sendTelegramMessage(token, chatId, text);\n\n    // 6. Update lastWake on success\n    writeLastWake(dataDir, slug, config);\n  } catch {\n    // Swallow all errors — this is a notification feature, never crashes core loop\n  }\n}\n","// src/sync/gmail-sync.ts\nimport fs from \"fs\";\nimport path from \"path\";\nimport { gmail as gmailApi, type gmail_v1 } from \"@googleapis/gmail\";\nimport type { OAuth2Client } from \"google-auth-library\";\nimport { readInteractions, appendInteraction } from \"../fs/interactions-writer.js\";\nimport { notifyAgentWake } from \"../core/agent-notifier.js\";\nimport { logger } from \"../core/logger.js\";\n\ninterface SyncOptions {\n  slug: string;\n  dataDir: string;\n  auth: OAuth2Client;\n  query: string;\n  since?: Date;\n  maxPages?: number;\n}\n\n/**\n * Retry a function with exponential backoff on any error.\n * Delays: 1s, 2s, 4s, 8s … (2^attempt seconds), up to maxRetries retries.\n */\nexport async function retryWithBackoff<T>(fn: () => Promise<T>, maxRetries = 3): Promise<T> {\n  let attempt = 0;\n  while (true) {\n    try {\n      return await fn();\n    } catch (err) {\n      if (attempt >= maxRetries) throw err;\n      const delayMs = 1000 * Math.pow(2, attempt);\n      await sleep(delayMs);\n      attempt++;\n    }\n  }\n}\n\nexport async function syncGmail(opts: SyncOptions): Promise<{ synced: number; skipped: number }> {\n  const gmail = gmailApi({ version: \"v1\", auth: opts.auth });\n  const maxPages = opts.maxPages ?? 5;\n\n  let q = opts.query;\n  if (opts.since) {\n    const after = Math.floor(opts.since.getTime() / 1000);\n    q += ` after:${after}`;\n  }\n\n  // Collect all message stubs across pages (Task A — pagination)\n  const allMessages: Array<{ id?: string | null; threadId?: string | null }> = [];\n  let pageToken: string | undefined = undefined;\n  let pagesFetched = 0;\n\n  do {\n    const listResp: { data: gmail_v1.Schema$ListMessagesResponse } =\n      await gmail.users.messages.list({\n        userId: \"me\",\n        q,\n        maxResults: 200,\n        ...(pageToken ? { pageToken } : {}),\n      });\n    const pageMessages = listResp.data.messages ?? [];\n    allMessages.push(...pageMessages);\n    pageToken = listResp.data.nextPageToken ?? undefined;\n    pagesFetched++;\n  } while (pageToken && pagesFetched < maxPages);\n\n  // Read existing interactions once before the loop — avoids O(messages) file reads\n  let existingContent = await readInteractions(opts.dataDir, opts.slug);\n\n  let synced = 0;\n  let skipped = 0;\n\n  for (const msg of allMessages) {\n    if (!msg.id) continue;\n\n    const source = `gmail://thread/${msg.threadId ?? msg.id}`;\n\n    if (existingContent.includes(source)) {\n      skipped++;\n      continue;\n    }\n\n    // Rate limiting ~10 req/s\n    await sleep(100);\n\n    // Task B — exponential backoff retry on any error\n    let msgData: gmail_v1.Schema$Message;\n    try {\n      const detail = await retryWithBackoff(() =>\n        gmail.users.messages.get({\n          userId: \"me\",\n          id: msg.id!,\n          format: \"metadata\",\n          metadataHeaders: [\"Subject\", \"From\", \"Date\"],\n        })\n      );\n      msgData = detail.data;\n    } catch (err) {\n      logger.warn(\"gmail-sync\", \"skipping message after retries\", {\n        messageId: msg.id,\n        error: (err as Error).message,\n      });\n      skipped++;\n      continue;\n    }\n\n    const headers = msgData.payload?.headers ?? [];\n    const subject = headers.find((h) => h.name === \"Subject\")?.value ?? \"(no subject)\";\n    const from = headers.find((h) => h.name === \"From\")?.value ?? \"\";\n    const dateStr = headers.find((h) => h.name === \"Date\")?.value;\n    const date = dateStr\n      ? new Date(dateStr).toISOString().slice(0, 10)\n      : new Date().toISOString().slice(0, 10);\n    const snippet = msgData.snippet ?? \"\";\n\n    // LLM summary — non-blocking fallback to raw snippet if no API key or error\n    const { summarizeEmail } = await import(\"../core/llm.js\");\n    const emailSummary = await summarizeEmail(subject, snippet, from);\n\n    await appendInteraction(opts.dataDir, opts.slug, {\n      date,\n      type: \"Email\",\n      direction: detectDirection(from),\n      with: from,\n      subject,\n      summary: emailSummary.summary,\n      nextSteps: emailSummary.nextSteps,\n      sourceRef: source,\n      synced: new Date().toISOString(),\n    });\n\n    // Append to in-memory string so within-batch duplicates are detected\n    existingContent += source;\n\n    // Index into LanceDB for semantic search (non-blocking)\n    const { indexInLanceDB } = await import(\"../core/lancedb.js\");\n    await indexInLanceDB(opts.dataDir, opts.slug, `${subject}\\n${snippet}`, source, {\n      date,\n      type: \"Email\",\n    }).catch((err: unknown) => {\n      logger.error(\"gmail-sync\", \"LanceDB index failed\", { error: (err as Error).message });\n    });\n\n    // Agent wake: notify if an agent config exists for this customer (fire-and-forget)\n    if (agentConfigExists(opts.dataDir, opts.slug)) {\n      notifyAgentWake(opts.dataDir, opts.slug, {\n        trigger: \"email\",\n        subject,\n        from,\n        snippet,\n      }).catch(() => {\n        // Notification is non-blocking; 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package/dist/gmail-sync-DueE6tl5.js.map

@@ -1 +0,0 @@
-{"version":3,"file":"gmail-sync-DueE6tl5.js","names":["gmail","gmailApi"],"sources":["../src/core/agent-notifier.ts","../src/sync/gmail-sync.ts"],"sourcesContent":["// src/core/agent-notifier.ts\n// Sends a Telegram wake notification when a new inbound email from a customer\n// domain is detected and an agent config exists for that customer slug.\n// All errors are swallowed — this is a notification feature and must never\n// crash the core loop.\n\nimport fs from \"fs\";\nimport https from \"https\";\nimport path from \"path\";\nimport { writeJsonFile } from \"../fs/json-store.js\";\nimport { AgentConfigSchema, type AgentConfig } from \"../schemas/agent-config.js\";\nimport { summarizeEmail } from \"./llm.js\";\n\n// ─── Types ────────────────────────────────────────────────────────────────────\n\nexport interface WakeContext {\n  trigger: \"email\" | \"calendar\";\n  subject: string;\n  from: string;\n  snippet: string;\n}\n\n// ─── Agent config helpers ─────────────────────────────────────────────────────\n\nfunction agentConfigPath(dataDir: string, slug: string): string {\n  return path.join(dataDir, \".agentic\", \"agents\", `${slug}.agent.json`);\n}\n\nfunction readAgentConfig(dataDir: string, slug: string): AgentConfig | null {\n  const p = agentConfigPath(dataDir, slug);\n  if (!fs.existsSync(p)) return null;\n  try {\n    const raw = JSON.parse(fs.readFileSync(p, \"utf-8\") as string) as unknown;\n    const result = AgentConfigSchema.safeParse(raw);\n    return result.success ? result.data : null;\n  } catch {\n    return null;\n  }\n}\n\nfunction writeLastWake(dataDir: string, slug: string, config: AgentConfig): void {\n  const p = agentConfigPath(dataDir, slug);\n  try {\n    const updated: AgentConfig = { ...config, lastWake: new Date().toISOString() };\n    writeJsonFile(p, updated);\n  } catch {\n    // non-fatal — just a housekeeping write\n  }\n}\n\n// ─── Telegram transport ───────────────────────────────────────────────────────\n\nfunction sendTelegramMessage(token: string, chatId: string, text: string): Promise<void> {\n  const body = JSON.stringify({ chat_id: chatId, text, parse_mode: \"Markdown\" });\n  return new Promise<void>((resolve, reject) => {\n    const req = https.request(\n      `https://api.telegram.org/bot${token}/sendMessage`,\n      {\n        method: \"POST\",\n        headers: {\n          \"Content-Type\": \"application/json\",\n          \"Content-Length\": Buffer.byteLength(body),\n        },\n      },\n      (res) => {\n        res.resume();\n        resolve();\n      }\n    );\n    req.on(\"error\", reject);\n    req.write(body);\n    req.end();\n  });\n}\n\n// ─── Message builder ──────────────────────────────────────────────────────────\n\nfunction buildWakeMessage(\n  slug: string,\n  subject: string,\n  summary: string,\n  nextSteps: string[]\n): string {\n  const suggestedAction = nextSteps[0] ?? \"Follow up within 24h\";\n  return (\n    `📧 New email from **${slug}**: ${subject}\\n` +\n    `${summary}\\n\\n` +\n    `💡 Suggested action: ${suggestedAction}`\n  );\n}\n\n// ─── Public API ───────────────────────────────────────────────────────────────\n\n/**\n * Fire-and-forget notification: reads the agent config for `slug`, summarises\n * the inbound email with the LLM, and sends a Telegram message.\n *\n * Silently returns (no throw) when:\n * - no agent config exists for the slug\n * - TELEGRAM_BOT_TOKEN env var is not set\n * - no chat id is available (neither in config nor in TELEGRAM_CHAT_ID env var)\n * - any HTTPS / LLM error occurs\n */\nexport async function notifyAgentWake(\n  dataDir: string,\n  slug: string,\n  context: WakeContext\n): Promise<void> {\n  try {\n    // 1. Read agent config — bail silently if not found\n    const config = readAgentConfig(dataDir, slug);\n    if (!config) return;\n\n    // 2. Check for Telegram token — bail silently if absent\n    const token = process.env[\"TELEGRAM_BOT_TOKEN\"];\n    if (!token) return;\n\n    // 3. Determine chat id — config takes precedence, fallback to env var\n    const chatId = config.telegramChatId ?? process.env[\"TELEGRAM_CHAT_ID\"];\n    if (!chatId) return;\n\n    // 4. Summarise the email (LLM, with fallback built into summarizeEmail itself)\n    const emailSummary = await summarizeEmail(context.subject, context.snippet, context.from);\n\n    // 5. Build and send the Telegram message\n    const text = buildWakeMessage(\n      slug,\n      context.subject,\n      emailSummary.summary,\n      emailSummary.nextSteps\n    );\n    await sendTelegramMessage(token, chatId, text);\n\n    // 6. Update lastWake on success\n    writeLastWake(dataDir, slug, config);\n  } catch {\n    // Swallow all errors — this is a notification feature, never crashes core loop\n  }\n}\n","// src/sync/gmail-sync.ts\nimport fs from \"fs\";\nimport path from \"path\";\nimport { gmail as gmailApi, type gmail_v1 } from \"@googleapis/gmail\";\nimport type { OAuth2Client } from \"google-auth-library\";\nimport { readInteractions, appendInteraction } from \"../fs/interactions-writer.js\";\nimport { notifyAgentWake } from \"../core/agent-notifier.js\";\nimport { logger } from \"../core/logger.js\";\n\ninterface SyncOptions {\n  slug: string;\n  dataDir: string;\n  auth: OAuth2Client;\n  query: string;\n  since?: Date;\n  maxPages?: number;\n}\n\n/**\n * Retry a function with exponential backoff on any error.\n * Delays: 1s, 2s, 4s, 8s … (2^attempt seconds), up to maxRetries retries.\n */\nexport async function retryWithBackoff<T>(fn: () => Promise<T>, maxRetries = 3): Promise<T> {\n  let attempt = 0;\n  while (true) {\n    try {\n      return await fn();\n    } catch (err) {\n      if (attempt >= maxRetries) throw err;\n      const delayMs = 1000 * Math.pow(2, attempt);\n      await sleep(delayMs);\n      attempt++;\n    }\n  }\n}\n\nexport async function syncGmail(opts: SyncOptions): Promise<{ synced: number; skipped: number }> {\n  const gmail = gmailApi({ version: \"v1\", auth: opts.auth });\n  const maxPages = opts.maxPages ?? 5;\n\n  let q = opts.query;\n  if (opts.since) {\n    const after = Math.floor(opts.since.getTime() / 1000);\n    q += ` after:${after}`;\n  }\n\n  // Collect all message stubs across pages (Task A — pagination)\n  const allMessages: Array<{ id?: string | null; threadId?: string | null }> = [];\n  let pageToken: string | undefined = undefined;\n  let pagesFetched = 0;\n\n  do {\n    const listResp: { data: gmail_v1.Schema$ListMessagesResponse } =\n      await gmail.users.messages.list({\n        userId: \"me\",\n        q,\n        maxResults: 200,\n        ...(pageToken ? { pageToken } : {}),\n      });\n    const pageMessages = listResp.data.messages ?? [];\n    allMessages.push(...pageMessages);\n    pageToken = listResp.data.nextPageToken ?? undefined;\n    pagesFetched++;\n  } while (pageToken && pagesFetched < maxPages);\n\n  // Read existing interactions once before the loop — avoids O(messages) file reads\n  let existingContent = await readInteractions(opts.dataDir, opts.slug);\n\n  let synced = 0;\n  let skipped = 0;\n\n  for (const msg of allMessages) {\n    if (!msg.id) continue;\n\n    const source = `gmail://thread/${msg.threadId ?? msg.id}`;\n\n    if (existingContent.includes(source)) {\n      skipped++;\n      continue;\n    }\n\n    // Rate limiting ~10 req/s\n    await sleep(100);\n\n    // Task B — exponential backoff retry on any error\n    let msgData: gmail_v1.Schema$Message;\n    try {\n      const detail = await retryWithBackoff(() =>\n        gmail.users.messages.get({\n          userId: \"me\",\n          id: msg.id!,\n          format: \"metadata\",\n          metadataHeaders: [\"Subject\", \"From\", \"Date\"],\n        })\n      );\n      msgData = detail.data;\n    } catch (err) {\n      logger.warn(\"gmail-sync\", \"skipping message after retries\", {\n        messageId: msg.id,\n        error: (err as Error).message,\n      });\n      skipped++;\n      continue;\n    }\n\n    const headers = msgData.payload?.headers ?? [];\n    const subject = headers.find((h) => h.name === \"Subject\")?.value ?? \"(no subject)\";\n    const from = headers.find((h) => h.name === \"From\")?.value ?? \"\";\n    const dateStr = headers.find((h) => h.name === \"Date\")?.value;\n    const date = dateStr\n      ? new Date(dateStr).toISOString().slice(0, 10)\n      : new Date().toISOString().slice(0, 10);\n    const snippet = msgData.snippet ?? \"\";\n\n    // LLM summary — non-blocking fallback to raw snippet if no API key or error\n    const { summarizeEmail } = await import(\"../core/llm.js\");\n    const emailSummary = await summarizeEmail(subject, snippet, from);\n\n    await appendInteraction(opts.dataDir, opts.slug, {\n      date,\n      type: \"Email\",\n      direction: detectDirection(from),\n      with: from,\n      subject,\n      summary: emailSummary.summary,\n      nextSteps: emailSummary.nextSteps,\n      sourceRef: source,\n      synced: new Date().toISOString(),\n    });\n\n    // Append to in-memory string so within-batch duplicates are detected\n    existingContent += source;\n\n    // Index into LanceDB for semantic search (non-blocking)\n    const { indexInLanceDB } = await import(\"../core/lancedb.js\");\n    await indexInLanceDB(opts.dataDir, opts.slug, `${subject}\\n${snippet}`, source, {\n      date,\n      type: \"Email\",\n    }).catch((err: unknown) => {\n      logger.error(\"gmail-sync\", \"LanceDB index failed\", { error: (err as Error).message });\n    });\n\n    // Agent wake: notify if an agent config exists for this customer (fire-and-forget)\n    if (agentConfigExists(opts.dataDir, opts.slug)) {\n      notifyAgentWake(opts.dataDir, opts.slug, {\n        trigger: \"email\",\n        subject,\n        from,\n        snippet,\n      }).catch(() => {\n        // Notification is non-blocking; 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package/dist/gmail-sync-GEy3oVvw.cjs.map

@@ -1 +0,0 @@
-{"version":3,"file":"gmail-sync-GEy3oVvw.cjs","names":["z","summarizeEmail","readInteractions","appendInteraction"],"sources":["../src/schemas/agent-config.ts","../src/core/agent-notifier.ts","../src/sync/gmail-sync.ts"],"sourcesContent":["import { z } from \"zod\";\n\nexport const AgentConfigSchema = z.object({\n  slug: z.string().min(1),\n  channel: z.enum([\"telegram\"]),\n  wakeOn: z.array(z.enum([\"email\", \"calendar\"])).default([\"email\"]),\n  createdAt: z.string(),\n  lastWake: z.string().nullable().default(null),\n  telegramChatId: z.string().optional(),\n});\n\nexport type AgentConfig = z.infer<typeof AgentConfigSchema>;\n","// src/core/agent-notifier.ts\n// Sends a Telegram wake notification when a new inbound email from a customer\n// domain is detected and an agent config exists for that customer slug.\n// All errors are swallowed — this is a notification feature and must never\n// crash the core loop.\n\nimport fs from \"fs\";\nimport https from \"https\";\nimport path from \"path\";\nimport { writeJsonFile } from \"../fs/json-store.js\";\nimport { AgentConfigSchema, type AgentConfig } from \"../schemas/agent-config.js\";\nimport { summarizeEmail } from \"./llm.js\";\n\n// ─── Types ────────────────────────────────────────────────────────────────────\n\nexport interface WakeContext {\n  trigger: \"email\" | \"calendar\";\n  subject: string;\n  from: string;\n  snippet: string;\n}\n\n// ─── Agent config helpers ─────────────────────────────────────────────────────\n\nfunction agentConfigPath(dataDir: string, slug: string): string {\n  return path.join(dataDir, \".agentic\", \"agents\", `${slug}.agent.json`);\n}\n\nfunction readAgentConfig(dataDir: string, slug: string): AgentConfig | null {\n  const p = agentConfigPath(dataDir, slug);\n  if (!fs.existsSync(p)) return null;\n  try {\n    const raw = JSON.parse(fs.readFileSync(p, \"utf-8\") as string) as unknown;\n    const result = AgentConfigSchema.safeParse(raw);\n    return result.success ? result.data : null;\n  } catch {\n    return null;\n  }\n}\n\nfunction writeLastWake(dataDir: string, slug: string, config: AgentConfig): void {\n  const p = agentConfigPath(dataDir, slug);\n  try {\n    const updated: AgentConfig = { ...config, lastWake: new Date().toISOString() };\n    writeJsonFile(p, updated);\n  } catch {\n    // non-fatal — just a housekeeping write\n  }\n}\n\n// ─── Telegram transport ───────────────────────────────────────────────────────\n\nfunction sendTelegramMessage(token: string, chatId: string, text: string): Promise<void> {\n  const body = JSON.stringify({ chat_id: chatId, text, parse_mode: \"Markdown\" });\n  return new Promise<void>((resolve, reject) => {\n    const req = https.request(\n      `https://api.telegram.org/bot${token}/sendMessage`,\n      {\n        method: \"POST\",\n        headers: {\n          \"Content-Type\": \"application/json\",\n          \"Content-Length\": Buffer.byteLength(body),\n        },\n      },\n      (res) => {\n        res.resume();\n        resolve();\n      }\n    );\n    req.on(\"error\", reject);\n    req.write(body);\n    req.end();\n  });\n}\n\n// ─── Message builder ──────────────────────────────────────────────────────────\n\nfunction buildWakeMessage(\n  slug: string,\n  subject: string,\n  summary: string,\n  nextSteps: string[]\n): string {\n  const suggestedAction = nextSteps[0] ?? \"Follow up within 24h\";\n  return (\n    `📧 New email from **${slug}**: ${subject}\\n` +\n    `${summary}\\n\\n` +\n    `💡 Suggested action: ${suggestedAction}`\n  );\n}\n\n// ─── Public API ───────────────────────────────────────────────────────────────\n\n/**\n * Fire-and-forget notification: reads the agent config for `slug`, summarises\n * the inbound email with the LLM, and sends a Telegram message.\n *\n * Silently returns (no throw) when:\n * - no agent config exists for the slug\n * - TELEGRAM_BOT_TOKEN env var is not set\n * - no chat id is available (neither in config nor in TELEGRAM_CHAT_ID env var)\n * - any HTTPS / LLM error occurs\n */\nexport async function notifyAgentWake(\n  dataDir: string,\n  slug: string,\n  context: WakeContext\n): Promise<void> {\n  try {\n    // 1. Read agent config — bail silently if not found\n    const config = readAgentConfig(dataDir, slug);\n    if (!config) return;\n\n    // 2. Check for Telegram token — bail silently if absent\n    const token = process.env[\"TELEGRAM_BOT_TOKEN\"];\n    if (!token) return;\n\n    // 3. Determine chat id — config takes precedence, fallback to env var\n    const chatId = config.telegramChatId ?? process.env[\"TELEGRAM_CHAT_ID\"];\n    if (!chatId) return;\n\n    // 4. Summarise the email (LLM, with fallback built into summarizeEmail itself)\n    const emailSummary = await summarizeEmail(context.subject, context.snippet, context.from);\n\n    // 5. Build and send the Telegram message\n    const text = buildWakeMessage(\n      slug,\n      context.subject,\n      emailSummary.summary,\n      emailSummary.nextSteps\n    );\n    await sendTelegramMessage(token, chatId, text);\n\n    // 6. Update lastWake on success\n    writeLastWake(dataDir, slug, config);\n  } catch {\n    // Swallow all errors — this is a notification feature, never crashes core loop\n  }\n}\n","// src/sync/gmail-sync.ts\nimport fs from \"fs\";\nimport path from \"path\";\nimport { gmail as gmailApi, type gmail_v1 } from \"@googleapis/gmail\";\nimport type { OAuth2Client } from \"google-auth-library\";\nimport { readInteractions, appendInteraction } from \"../fs/interactions-writer.js\";\nimport { notifyAgentWake } from \"../core/agent-notifier.js\";\nimport { logger } from \"../core/logger.js\";\n\ninterface SyncOptions {\n  slug: string;\n  dataDir: string;\n  auth: OAuth2Client;\n  query: string;\n  since?: Date;\n  maxPages?: number;\n}\n\n/**\n * Retry a function with exponential backoff on any error.\n * Delays: 1s, 2s, 4s, 8s … (2^attempt seconds), up to maxRetries retries.\n */\nexport async function retryWithBackoff<T>(fn: () => Promise<T>, maxRetries = 3): Promise<T> {\n  let attempt = 0;\n  while (true) {\n    try {\n      return await fn();\n    } catch (err) {\n      if (attempt >= maxRetries) throw err;\n      const delayMs = 1000 * Math.pow(2, attempt);\n      await sleep(delayMs);\n      attempt++;\n    }\n  }\n}\n\nexport async function syncGmail(opts: SyncOptions): Promise<{ synced: number; skipped: number }> {\n  const gmail = gmailApi({ version: \"v1\", auth: opts.auth });\n  const maxPages = opts.maxPages ?? 5;\n\n  let q = opts.query;\n  if (opts.since) {\n    const after = Math.floor(opts.since.getTime() / 1000);\n    q += ` after:${after}`;\n  }\n\n  // Collect all message stubs across pages (Task A — pagination)\n  const allMessages: Array<{ id?: string | null; threadId?: string | null }> = [];\n  let pageToken: string | undefined = undefined;\n  let pagesFetched = 0;\n\n  do {\n    const listResp: { data: gmail_v1.Schema$ListMessagesResponse } =\n      await gmail.users.messages.list({\n        userId: \"me\",\n        q,\n        maxResults: 200,\n        ...(pageToken ? { pageToken } : {}),\n      });\n    const pageMessages = listResp.data.messages ?? [];\n    allMessages.push(...pageMessages);\n    pageToken = listResp.data.nextPageToken ?? undefined;\n    pagesFetched++;\n  } while (pageToken && pagesFetched < maxPages);\n\n  // Read existing interactions once before the loop — avoids O(messages) file reads\n  let existingContent = await readInteractions(opts.dataDir, opts.slug);\n\n  let synced = 0;\n  let skipped = 0;\n\n  for (const msg of allMessages) {\n    if (!msg.id) continue;\n\n    const source = `gmail://thread/${msg.threadId ?? msg.id}`;\n\n    if (existingContent.includes(source)) {\n      skipped++;\n      continue;\n    }\n\n    // Rate limiting ~10 req/s\n    await sleep(100);\n\n    // Task B — exponential backoff retry on any error\n    let msgData: gmail_v1.Schema$Message;\n    try {\n      const detail = await retryWithBackoff(() =>\n        gmail.users.messages.get({\n          userId: \"me\",\n          id: msg.id!,\n          format: \"metadata\",\n          metadataHeaders: [\"Subject\", \"From\", \"Date\"],\n        })\n      );\n      msgData = detail.data;\n    } catch (err) {\n      logger.warn(\"gmail-sync\", \"skipping message after retries\", {\n        messageId: msg.id,\n        error: (err as Error).message,\n      });\n      skipped++;\n      continue;\n    }\n\n    const headers = msgData.payload?.headers ?? [];\n    const subject = headers.find((h) => h.name === \"Subject\")?.value ?? \"(no subject)\";\n    const from = headers.find((h) => h.name === \"From\")?.value ?? \"\";\n    const dateStr = headers.find((h) => h.name === \"Date\")?.value;\n    const date = dateStr\n      ? new Date(dateStr).toISOString().slice(0, 10)\n      : new Date().toISOString().slice(0, 10);\n    const snippet = msgData.snippet ?? \"\";\n\n    // LLM summary — non-blocking fallback to raw snippet if no API key or error\n    const { summarizeEmail } = await import(\"../core/llm.js\");\n    const emailSummary = await summarizeEmail(subject, snippet, from);\n\n    await appendInteraction(opts.dataDir, opts.slug, {\n      date,\n      type: \"Email\",\n      direction: detectDirection(from),\n      with: from,\n      subject,\n      summary: emailSummary.summary,\n      nextSteps: emailSummary.nextSteps,\n      sourceRef: source,\n      synced: new Date().toISOString(),\n    });\n\n    // Append to in-memory string so within-batch duplicates are detected\n    existingContent += source;\n\n    // Index into LanceDB for semantic search (non-blocking)\n    const { indexInLanceDB } = await import(\"../core/lancedb.js\");\n    await indexInLanceDB(opts.dataDir, opts.slug, `${subject}\\n${snippet}`, source, {\n      date,\n      type: \"Email\",\n    }).catch((err: unknown) => {\n      logger.error(\"gmail-sync\", \"LanceDB index failed\", { error: (err as Error).message });\n    });\n\n    // Agent wake: notify if an agent config exists for this customer (fire-and-forget)\n    if (agentConfigExists(opts.dataDir, opts.slug)) {\n      notifyAgentWake(opts.dataDir, opts.slug, {\n        trigger: \"email\",\n        subject,\n        from,\n        snippet,\n      }).catch(() => {\n        // Notification is non-blocking; 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package/dist/index-B0IMMrp_.d.ts.map

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package/dist/index-pY7tYXwH.d.cts.map

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package/dist/interactions-writer-BZzUIgJd.js.map

@@ -1 +0,0 @@
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package/dist/interactions-writer-DbSyI2rt.js.map

@@ -1 +0,0 @@
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package/dist/interactions-writer-a2yzBd7T.cjs.map

@@ -1 +0,0 @@
-{"version":3,"file":"interactions-writer-a2yzBd7T.cjs","names":["withFileQueue"],"sources":["../src/fs/interactions-writer.ts"],"sourcesContent":["import fs from \"fs\";\nimport path from \"path\";\nimport type { InteractionEntry } from \"../schemas/interaction.js\";\nimport { withFileQueue } from \"./write-queue.js\";\nimport { writeFileAtomic } from \"./atomic-write.js\";\nimport { assertSafeSlug } from \"./customer-dir.js\";\n\nconst INTERACTION_SEPARATOR = \"---\";\n\nexport function formatInteractionEntry(entry: InteractionEntry): string {\n  const header = `## ${entry.date} · ${entry.type}${entry.direction ? ` · ${entry.direction}` : \"\"}`;\n  const withLabel = entry.type === \"Email\" ? \"Subject\" : \"With\";\n  const nextStepsBlock =\n    entry.nextSteps.length > 0 ? entry.nextSteps.map((s) => `- [ ] ${s}`).join(\"\\n\") : \"- [ ] —\";\n\n  return `${header}\n**${withLabel}:** ${entry.with}\n**Summary:** ${entry.summary}\n**Next Steps:**\n${nextStepsBlock}\n**Source:** ${entry.sourceRef}\n**Synced:** ${entry.synced}\n${INTERACTION_SEPARATOR}\n`;\n}\n\nexport async function readInteractions(dataDir: string, slug: string): Promise<string> {\n  const filePath = path.join(dataDir, \"customers\", slug, \"interactions.md\");\n  if (!fs.existsSync(filePath)) {\n    return \"\";\n  }\n  return fs.readFileSync(filePath, \"utf-8\");\n}\n\n/**\n * Per-run source-ref deduplication index for bulk imports. Loads each slug's\n * interactions file once (not once per row) and tracks freshly-appended refs\n * in memory, so a 5k-row import stays linear instead of re-reading a growing\n * file on every row (the previous O(rows²) behavior).\n */\nexport class InteractionDedup {\n  private readonly cache = new Map<string, string>();\n  constructor(private readonly dataDir: string) {}\n\n  /** True if `sourceRef` already exists for `slug` (on disk or appended this run). */\n  async seen(slug: string, sourceRef: string): Promise<boolean> {\n    let content = this.cache.get(slug);\n    if (content === undefined) {\n      content = await readInteractions(this.dataDir, slug).catch(() => \"\");\n      this.cache.set(slug, content);\n    }\n    return content.includes(sourceRef);\n  }\n\n  /** Record that `sourceRef` was just appended, so later rows dedupe against it. */\n  markAppended(slug: string, sourceRef: string): void {\n    this.cache.set(slug, (this.cache.get(slug) ?? \"\") + sourceRef);\n  }\n}\n\nexport async function appendInteraction(\n  dataDir: string,\n  slug: string,\n  entry: InteractionEntry\n): Promise<void> {\n  assertSafeSlug(slug);\n  const filePath = path.join(dataDir, \"customers\", slug, \"interactions.md\");\n  return withFileQueue(filePath, async () => {\n    const existing = fs.existsSync(filePath) ? (fs.readFileSync(filePath, \"utf-8\") as string) : \"\";\n\n    const formatted = formatInteractionEntry(entry);\n\n    let newContent: string;\n    if (existing === \"\") {\n      newContent = formatted;\n    } else {\n      const headerEnd = existing.indexOf(\"\\n\\n\");\n      if (headerEnd > -1) {\n        const header = existing.slice(0, headerEnd + 2);\n        const body = existing.slice(headerEnd + 2);\n        newContent = header + formatted + \"\\n\" + body;\n      } else {\n        newContent = existing + \"\\n\" + formatted;\n      }\n    }\n\n    writeFileAtomic(filePath, newContent);\n  });\n}\n"],"mappings":";;;;;;;;;;;;;;AAOA,MAAM,wBAAwB;AAE9B,SAAgB,uBAAuB,OAAiC;CACtE,MAAM,SAAS,MAAM,MAAM,KAAK,KAAK,MAAM,OAAO,MAAM,YAAY,MAAM,MAAM,cAAc;CAC9F,MAAM,YAAY,MAAM,SAAS,UAAU,YAAY;CACvD,MAAM,iBACJ,MAAM,UAAU,SAAS,IAAI,MAAM,UAAU,KAAK,MAAM,SAAS,GAAG,EAAE,KAAK,IAAI,IAAI;CAErF,OAAO,GAAG,OAAO;IACf,UAAU,MAAM,MAAM,KAAK;eAChB,MAAM,QAAQ;;EAE3B,eAAe;cACH,MAAM,UAAU;cAChB,MAAM,OAAO;EACzB,sBAAsB;;AAExB;AAEA,eAAsB,iBAAiB,SAAiB,MAA+B;CACrF,MAAM,WAAW,KAAA,QAAK,KAAK,SAAS,aAAa,MAAM,iBAAiB;CACxE,IAAI,CAAC,GAAA,QAAG,WAAW,QAAQ,GACzB,OAAO;CAET,OAAO,GAAA,QAAG,aAAa,UAAU,OAAO;AAC1C;AA4BA,eAAsB,kBACpB,SACA,MACA,OACe;CACf,sBAAA,eAAe,IAAI;CACnB,MAAM,WAAW,KAAA,QAAK,KAAK,SAAS,aAAa,MAAM,iBAAiB;CACxE,OAAOA,oBAAAA,cAAc,UAAU,YAAY;EACzC,MAAM,WAAW,GAAA,QAAG,WAAW,QAAQ,IAAK,GAAA,QAAG,aAAa,UAAU,OAAO,IAAe;EAE5F,MAAM,YAAY,uBAAuB,KAAK;EAE9C,IAAI;EACJ,IAAI,aAAa,IACf,aAAa;OACR;GACL,MAAM,YAAY,SAAS,QAAQ,MAAM;GACzC,IAAI,YAAY,IAAI;IAClB,MAAM,SAAS,SAAS,MAAM,GAAG,YAAY,CAAC;IAC9C,MAAM,OAAO,SAAS,MAAM,YAAY,CAAC;IACzC,aAAa,SAAS,YAAY,OAAO;GAC3C,OACE,aAAa,WAAW,OAAO;EAEnC;EAEA,qBAAA,gBAAgB,UAAU,UAAU;CACtC,CAAC;AACH"}

package/dist/knowledge-base-DHNc4hVj.js.map

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-{"version":3,"file":"knowledge-base-DHNc4hVj.js","names":[],"sources":["../src/mcp/capabilities.ts","../src/schemas/kb-article.ts","../src/fs/knowledge-base.ts"],"sourcesContent":["// src/mcp/capabilities.ts\n// Single Source of Truth for capability documentation.\n// Used by get_capabilities() MCP tool AND dxcrm guide CLI command.\n\nexport const CAPABILITIES_TEXT = `\n# DatasynxOpenCRM — Agent Guide\n\n## Product\nDatasynxOpenCRM is a local-first, MCP-native CRM. All customer data lives in markdown\nfiles on your machine. No cloud, no HubSpot, no per-seat pricing.\n\n## Agent Wake (Telegram Notifications)\n\\`dxcrm agent spawn\\` enables a wake-triggered agent for a customer. When new emails arrive,\nthe agent sends a Telegram notification so you never miss an inbound message.\n\\`\\`\\`\ndxcrm agent spawn acme-corp --channel telegram\n\\`\\`\\`\nRequires: \\`TELEGRAM_BOT_TOKEN\\` + \\`TELEGRAM_CHAT_ID\\` env vars.\n\n## Golden Path — Agent Session Workflow\n\nThe recommended sequence for a productive agent session:\n\n1. \\`get_capabilities()\\` — understand available tools (this guide)\n2. \\`get_active_session()\\` — check for an active customer session\n3. \\`get_customer_context({ slug })\\` — load full briefing for the customer\n4. \\`search_customer_knowledge({ slug, query })\\` — find specific historical information\n5. \\`log_interaction()\\` / \\`update_deal()\\` — write back what happened\n\n## RBAC — Role-Based Access Control\n\nTools enforce the \\`DXCRM_ACTOR\\` environment variable for identity. Configure roles with \\`dxcrm rbac set\\`.\n\n| Role | Permissions |\n|---|---|\n| admin | All tools, all customers |\n| manager | log_interaction, update_deal, pursue_goal + all read tools |\n| rep | log_interaction, update_deal (own customers only) + all read tools |\n\nDefault role: rep (when DXCRM_ACTOR is not set or has no assigned role).\n\nConfig: \\`.agentic/rbac.json\\` | Actor: \\`DXCRM_ACTOR\\` env var\n\n## Available Tools\n\n| Tool | Purpose | RBAC |\n|---|---|---|\n| get_capabilities | Returns this guide — understand what the CRM can do | any |\n| get_active_session | Check which customer session is currently active | any |\n| get_customer_context | Full LLM-ready briefing for a customer (last 10 interactions, pipeline, contacts) | any (rep: own only) |\n| search_customer_knowledge | Hybrid vector + full-text search across emails and transcripts for a customer | any |\n| list_customers | List all customers with stage, last interaction date, and deal value | any (rep: own only) |\n| log_interaction | Write a new interaction entry (call, email, meeting, note) — immediately searchable | rep+ |\n| update_deal | Create or update a deal in pipeline.md — upserts by deal name | rep+ |\n| update_customer_facts | Update fields in customer profile (domain, contact, stage, tags) | admin |\n| export_customer | Export all customer data as JSON or Markdown | admin |\n| get_deal_health | Score deal health 0–100 (A–F grade) based on activity, velocity, close date, probability | any |\n| get_pipeline_forecast | Aggregate weighted pipeline revenue across all customers grouped by stage | any |\n| get_pipeline_stages | List all configured pipeline stages (defaults: lead, qualified, proposal, negotiation, won, lost) | any |\n| summarize_meeting | LLM-summarize a transcript and log it as a Meeting interaction | rep+ |\n| get_market_intelligence | Semantic search across all customers for patterns and common topics | any |\n| get_relationship_graph | Stakeholder map: champions, blockers, economic buyers, warm intro paths | any |\n| get_relationship_health | Health scores (0–100, A–F, trend) per contact with decay detection and risk flags | any |\n| run_deal_agent | Analyze deal and generate prioritized action plan (observe/suggest/act autonomy levels) | rep+ |\n| approve_agent_action | Approve or reject a pending action from the deal agent queue | rep+ |\n| simulate_revenue | Monte Carlo pipeline forecast — P10/P50/P90, sensitivity map, at-risk revenue | any |\n| get_playbook | Retrieve playbooks matching current deal situation (trigger-matched, sorted by success rate) | any |\n| create_playbook | Create or update a playbook with trigger DSL encoding proven tactics | rep+ |\n| list_playbooks | List all playbooks for a customer (metadata only, no body) | any |\n| distill_playbook | LLM-extract a reusable playbook from a won or lost deal's interaction history | rep+ |\n| pursue_goal | Set a revenue/pipeline goal and get an AI-decomposed action plan with sub-goals | manager+ |\n| get_goal_status | Get all active goals or a specific goal with progress, days remaining, sub-goals | any |\n| register_push_subscription | Register real-time push subscription (Gmail Pub/Sub, MS Graph, Slack Events) | admin |\n| get_push_status | Show all push subscriptions: expiry, events processed, renewal needs | any |\n| get_org_intelligence | Stakeholder map with champions, buyers, blockers, health scores, risk flags, recommendation | any |\n| open_deal_room | Multi-agent deal brief: graph + health + deal health + simulation + playbook in one call | any |\n| get_proactive_briefing | Daily briefing: urgent alerts, opportunities, P50/P90 forecast, top action | any |\n| list_email_templates | List all saved email templates with id, name, category, subject | any |\n| get_email_template | Retrieve a single email template with full body and detected variables | any |\n| draft_email | Draft a personalized email from a template with auto-filled customer variables | rep+ |\n| enroll_in_sequence | Enroll a contact in a multi-step email sequence | rep+ |\n| list_sequence_enrollments | List active sequence enrollments filtered by customer or status | any |\n| unenroll_from_sequence | Pause (soft-unenroll) a contact from an active sequence | rep+ |\n| list_sequences | List all defined email sequences with step count and enrollment count | any |\n| generate_quote | Generate a professional HTML quote with line items, VAT, subtotal, total | rep+ |\n| get_quote_status | Retrieve a generated quote by number or list all quotes for a customer | any |\n| get_booking_link | Get a Calendly booking link for a customer — optionally pre-fills name/email | rep+ |\n| create_ticket | Create a support ticket with auto-calculated SLA due date based on priority | rep+ |\n| update_ticket | Update ticket status or assignee (resolved auto-sets resolution date) | rep+ |\n| list_tickets | List tickets filtered by customer, status, priority, or assignee | any |\n| close_ticket | Close a ticket and optionally log resolution as an interaction | rep+ |\n| send_nps_survey | Generate NPS/CSAT survey token + HTML email draft (does not send automatically) | rep+ |\n| get_survey_results | NPS score, promoter/passive/detractor breakdown, all responses for a survey | any |\n| search_knowledge_base | Full-text search across KB articles (title, body, tags) with category and public filters | any |\n| create_kb_article | Create a new knowledge base article stored as Markdown in .agentic/knowledge-base/ | rep+ |\n| backup_now | Trigger immediate backup of customers/ + .agentic/ with SHA-256 integrity check | admin |\n| list_backups | List available backups with date, size, verification status, and customer count | any |\n| trigger_sync | Force immediate Gmail sync for one or all customers | rep+ |\n| get_audit_log | Read audit log — all write operations with actor, tool, customer | admin |\n| get_logs | Query/aggregate the structured application log (level, component, errors) | admin |\n| define_custom_object | Define a runtime custom object type with typed fields (no migration) | admin |\n| create_record | Create a record of a custom object (validated against its schema) | rep+ |\n| list_records | List records of a custom object | any |\n| list_custom_objects | List all defined custom objects and their schemas | any |\n\n## MCP Resources (read-only)\n\nBesides Tools, the server exposes read-only Resources you can fetch via resources/read:\n- crm://customers — list of all customer slugs (JSON)\n- crm://customer/{slug} — LLM-ready briefing (main facts, recent interactions, pipeline)\n- crm://pipeline/{slug} — deals for a customer (JSON)\n- crm://timeline/{slug} — newest-first interaction history (Markdown)\n\n## MCP Prompts (playbooks)\n\nReusable playbook prompts via prompts/get (argument: slug):\n- deal_risk_review — assess deal health and risk, recommend next steps\n- draft_follow_up — draft a personalized follow-up email\n- account_brief — concise executive account brief\n- pipeline_summary — pipeline + forecast summary\n\n## Tool Reference\n\n### get_capabilities()\nReturns all available MCP tools, their inputs, and the CRM workflow guide.\n- Input: none\n- Returns: This guide text\n\n### get_active_session()\nCheck which customer is currently active in the session store.\n- Input: none\n- Returns: { hasSession: boolean, customerSlug?, customerName?, startedAt?, owner? }\n\n### get_customer_context({ slug? })\nLoad complete briefing for a customer. Reads main_facts.md, last 10 interactions,\nand pipeline deals. Returns a structured markdown context block.\nAutomatically triggers a background Gmail sync if last sync was >30 minutes ago.\n- Input: { slug?: string } — Customer ID (e.g. \"acme-corp\"). Leave empty for active session.\n- Returns: Formatted markdown with Quick Reference, Contacts, Critical Context,\n  Recent Activity, Pipeline, and Open Questions\n- Performance: <3 seconds. Token budget: <3000 tokens.\n\n### search_customer_knowledge({ slug, query, limit? })\nHybrid vector + full-text search across all emails and transcripts for a customer.\nSearches the LanceDB docs table for the given customer.\n- Input: { slug: string, query: string, limit?: number (default 5, max 50) }\n- Returns: { results: Array<{ content, score, source }> }\n\n### list_customers({ filter? })\nList all customers with their stage, last interaction date, and deal value.\nRBAC: rep role only sees owned customers.\n- Input: { filter?: string } — Optional substring filter on name or slug (case-insensitive)\n- Returns: Array of { slug, name, stage, lastInteraction?, dealValue? }\n\n### log_interaction({ slug, type, summary, with, nextSteps?, direction?, source?, date? })\nWrite a new interaction entry to interactions.md. Immediately searchable.\nAlso auto-updates the relationship graph and health scores (fire-and-forget).\nUse after every call, meeting, or email.\nRBAC: rep+\n- Input:\n  slug: Customer ID\n  type: \"Email\" | \"Call\" | \"Meeting\" | \"Note\" | \"Demo\" | \"Proposal\" | \"Contract\" | \"Other\"\n  summary: 2-5 sentences describing what happened\n  with: Who was involved (name or email)\n  nextSteps?: Array of action items\n  direction?: \"inbound\" | \"outbound\"\n  source?: Source reference string (auto-generated if omitted)\n  date?: Interaction date YYYY-MM-DD (defaults to today)\n- Returns: { success: boolean, path: string, entry: string }\n\n### update_deal({ slug, dealName, stage?, value?, probability?, closeDate?, notes? })\nUpdate or create a deal in pipeline.md. Upserts by deal name.\nRBAC: rep+\n- Input:\n  slug: Customer ID\n  dealName: Deal name (used as unique key)\n  stage?: \"lead\" | \"qualified\" | \"proposal\" | \"negotiation\" | \"won\" | \"lost\"\n  value?: Deal value in euros\n  probability?: Win probability (0-100)\n  closeDate?: Expected close date (YYYY-MM-DD)\n  notes?: Free-text notes\n- Returns: { success: boolean, deal: object }\n\n### update_customer_facts({ slug, name?, domain?, email?, phone?, industry?, relationshipStage?, dealValue?, primaryContact?, timezone?, tags? })\nUpdate fields in a customer's main_facts.md profile. Merges patch into existing data. Sets updated = today.\nRBAC: admin\n- Input: slug (required) + any combination of the optional fields\n- Returns: { success: boolean, facts: object }\n\n### export_customer({ slug, format? })\nExport all customer data (main_facts + interactions count + pipeline + attachments list).\nRBAC: admin\n- Input: { slug: string, format?: \"json\" | \"markdown\" (default \"json\") }\n- Returns (JSON): { slug, exportedAt, mainFacts, interactionsCount, pipeline, attachments }\n- Returns (Markdown): Formatted document with all sections\n\n### get_deal_health({ slug })\nScore the health of all deals for a customer based on activity recency, stage velocity,\nclose date proximity, and probability.\n- Input: { slug: string }\n- Returns: { slug, deals: [{ deal, stage, score, grade, signals, warnings }] }\n\n### get_pipeline_forecast({ filter? })\nAggregate weighted pipeline revenue across all customers. Groups open deals by stage,\ncomputes probability-weighted expected revenue. Excludes won/lost deals.\n- Input: { filter?: string } — Optional filter by customer slug substring\n- Returns: { deals: [...], totalWeightedValue: number, byStage: { stage: { count, weightedValue } } }\n\n### get_pipeline_stages()\nReturns all configured pipeline stages. Falls back to default stages if no custom stages configured.\n- Input: none\n- Returns: { stages: [{ id, label, order, probability, color, final }] }\n\n### summarize_meeting({ slug, transcript, with?, date? })\nLLM-summarize a meeting transcript and log it as a Meeting interaction.\nFalls back to raw text slice if LLM unavailable.\nRBAC: rep+\n- Input:\n  slug: Customer ID\n  transcript: Full meeting transcript text\n  with?: Participant names\n  date?: Meeting date YYYY-MM-DD (defaults to today)\n- Returns: { success, summary, nextSteps, sourceRef }\n\n### get_market_intelligence({ query, excludeCurrentCustomer?, slug? })\nSearch across all customers to find patterns, common topics, or similar issues.\nUses semantic search (LanceDB) across all customer knowledge bases.\nResults use slug (not real names) for privacy.\n- Input: { query: string, excludeCurrentCustomer?: boolean, slug?: string }\n- Returns: { query, results: CrossCustomerResult[], totalCustomersSearched }\n\n### get_relationship_graph({ slug })\nReturns the knowledge graph for a customer: contacts, companies, and their relationships.\nAuto-populated from every log_interaction call. Shows stakeholder map with champions, blockers,\neconomic buyers, and warm intro paths.\n- Input: { slug: string }\n- Returns: { nodeCount, edgeCount, updatedAt, stakeholders: { champions[], blockers[], economicBuyers[], allContacts[], missingRoles[] }, warmIntroPaths[], nodes[], edges[] }\n\n### get_relationship_health({ slug })\nReturns health scores (0-100, A-F grade) for all contacts. Scores decay when cadence breaks.\nRisk flags: NO_CONTACT_14D, NO_CONTACT_30D, CHAMPION_SILENT.\nRecomputes automatically if stale (>1h) or missing.\n- Input: { slug: string }\n- Returns: { overallHealth, updatedAt, atRiskContacts[], coldContacts[], contacts: ContactHealth[] }\n\n### run_deal_agent({ slug, dealName, autonomyLevel?, instruction?, valueThreshold? })\nAnalyzes deal situation (health, relationships, stakeholder gaps) via LLM (rule-based fallback).\nReturns prioritized action plan with confidence scores and full reasoning trace.\nautonomyLevel: \"observe\" (read-only) | \"suggest\" (queue for review, default) | \"act\" (auto-execute if confidence ≥ 0.7 and value < valueThreshold)\nRBAC: rep+\n- Input: { slug, dealName, autonomyLevel?: \"observe\"|\"suggest\"|\"act\", instruction?, valueThreshold?: number (default 50000) }\n- Returns: { assessment, riskLevel, plan[], actionsQueued[], actionsExecuted[], trace }\n\n### approve_agent_action({ slug, actionId, approved })\nExecute (approved=true) or reject (approved=false) a pending deal agent action.\nFind actionId in run_deal_agent response.actionsQueued[].actionId\nRBAC: rep+\n- Input: { slug, actionId, approved: boolean }\n- Returns: { success, actionId, status }\n\n### simulate_revenue({ horizon?, iterations? })\nMonte Carlo simulation over all active deals. Adjusts probabilities via health score (D12) and\nchampion presence (D11). Returns P10/P50/P90 confidence interval + sensitivity map.\nhorizon: \"quarter\" (default) | \"year\"\n- Returns: { forecast: { p10, p50, p90, expected, stdDev, atRiskRevenue, byCloseMonth, topRisks, sensitivityMap }, confidence, dealCount, horizon }\n\n### get_playbook({ slug, stage?, value?, healthScore?, daysSinceContact?, championPresent? })\nReturns playbooks matching the current deal situation. Without deal context, returns all playbooks.\nPlaybooks are sorted by success rate (highest first). run_deal_agent uses playbooks automatically.\n- Input: slug (required) + optional deal context fields for trigger matching\n- Returns: { matches: [{ name, score, matchedConditions, trigger, successRate, usedCount, content }], totalPlaybooks, slug }\n\n### create_playbook({ slug, name, trigger, content, successRate? })\nCreate or update a playbook encoding proven tactics for a specific deal situation.\nTrigger DSL uses AND-only conditions: deal_stage_<s> | value > N | value < N | days_stalled > N | health < N | health > N | no_champion | has_champion\nRBAC: rep+\n- Input: slug, name, trigger (DSL string), content (markdown), successRate? (0–1, default 0.5)\n- Returns: { success: true, playbook: { name, trigger, successRate, usedCount, lastUpdated, path } }\n\n### list_playbooks({ slug })\nList all playbooks for a customer (metadata only — no body content for performance).\n- Input: { slug: string }\n- Returns: { playbooks: [{ name, trigger, successRate, usedCount, lastUpdated }], count, slug }\n\n### distill_playbook({ slug, dealName, outcome })\nLLM analyzes a deal's interaction history and extracts a reusable playbook.\nRun after every won or lost deal to build procedural memory.\nRBAC: rep+\noutcome: \"won\" | \"lost\"\n- Returns: { success: true, playbook: { name, trigger, successRate, path }, reasoning }\n\n### pursue_goal({ goal, deadline, context? })\nSet a revenue or pipeline goal and get an AI-decomposed action plan.\nAnalyzes current pipeline (P50 forecast) and decomposes the gap into prioritized sub-goals per deal.\nPersists goal to .agentic/goals.json for tracking.\nRBAC: manager+\n- Input: { goal: string, deadline: \"YYYY-MM-DD\", context?: string }\n- Returns: { goalId, description, target, deadline, decomposition: { analysis, currentPipeline, gap, subGoals, probabilisticOutcome } }\n\n### get_goal_status({ goalId? })\nGet the status of active goals. Without goalId, returns all active goals.\n- Input: { goalId?: string } — omit for all active goals\n- Returns: { goals: [{ id, description, target, progress, status, deadline, daysRemaining, subGoals }], activeCount, completedCount }\n\n### register_push_subscription({ provider, slug, webhookUrl, ... })\nRegister a real-time push subscription so providers send events in real-time (no polling).\nRBAC: admin only\n- Input:\n  provider: \"gmail\" | \"microsoft-graph\" | \"slack\"\n  slug: Customer slug to receive events for\n  webhookUrl: Public HTTPS URL for provider callbacks\n  gmailTopicName?: (Gmail) Cloud Pub/Sub topic name\n  microsoftClientState?: (MS Graph) Secret for HMAC verification\n  microsoftResource?: (MS Graph) Resource path\n  slackTeamId?: (Slack) Workspace team ID\n  slackChannelId?: (Slack) Optional specific channel\n- Returns: { subscriptionId, provider, slug, status, expiresAt, createdAt, warning? }\n\n### get_push_status({ slug?, provider? })\nShow all push subscriptions with expiry and event counts.\n- Input: { slug?: string, provider?: \"gmail\" | \"microsoft-graph\" | \"slack\" }\n- Returns: { subscriptions: [{ id, provider, slug, status, expiresAt, expiresInHours, needsRenewal, lastEventAt, eventsProcessed }], summary: { total, active, expiringSoon, expired } }\n\n### get_org_intelligence({ slug, dealName? })\nBuild a stakeholder map for a customer: champions, economic buyers, blockers, health scores, risk flags, and a prioritised recommendation.\n- Input: { slug: string, dealName?: string }\n- Returns: { slug, updatedAt, people: [{ name, email, role, healthScore, daysSinceContact, contactStrength, riskFlags }], missingRoles, riskAssessment, recommendation }\n\n### open_deal_room({ slug, dealName })\nMulti-agent deal brief: orchestrates relationship graph, health scores, deal health, Monte Carlo simulation, and playbook matching into a unified brief with executive summary, top priorities, and risk score (0–100).\n- Input: { slug: string, dealName: string }\n- Returns: { slug, dealName, generatedAt, stakeholders, relationshipHealth, dealHealth, revenueSimulation, recommendedPlaybook, executiveSummary, topPriorities, riskScore }\n\n### get_proactive_briefing({ date? })\nGenerate a proactive daily briefing: urgent alerts (relationship decay, deal risk, overdue close dates),\npipeline forecast (P50/P90), and a single top-action recommendation.\n- Input: { date?: \"YYYY-MM-DD\" } — defaults to today\n- Returns: { date, generatedAt, urgent: string[], opportunities: string[], forecast: string, topAction: string }\n\n### list_email_templates({ category? })\nList available email templates. Optionally filter by category.\n- Input: { category?: string } — e.g. \"outreach\", \"followup\", \"support\"\n- Returns: Array of { id, name, category, subject } (body excluded for performance)\n\n### get_email_template({ id })\nGet a specific email template with full body and detected template variables.\n- Input: { id: string } — Template ID (e.g. \"enterprise-intro\")\n- Returns: { id, name, category, subject, body, detectedVariables: string[] }\n\n### draft_email({ slug, templateId, overrides?, tone? })\nDraft a personalized email for a customer using a stored template.\nVariables are auto-filled from the customer's main_facts.md.\nOptional tone (e.g. \"formal\", \"friendly\", \"concise\") LLM-polishes the body;\nfalls back to plain template-fill without an ANTHROPIC_API_KEY.\nDoes NOT send automatically — returns the draft for review.\nRBAC: rep+\n- Input: { slug, templateId, overrides?: Record<string, string> }\n- Returns: { subject, body, to, slug, templateId, resolvedVariables }\n\n### enroll_in_sequence({ slug, contactEmail, sequenceId })\nEnroll a contact in an email sequence. Validates that the sequence and first template exist.\nRBAC: rep+\n- Input: { slug: string, contactEmail: string, sequenceId: string }\n- Returns: { enrollmentId, sequenceName, totalSteps }\n\n### list_sequence_enrollments({ slug?, status? })\nList email sequence enrollments. Filter by customer slug or status.\n- Input: { slug?: string, status?: \"active\" | \"paused\" | \"completed\" }\n- Returns: { enrollments: SequenceEnrollment[] }\n\n### unenroll_from_sequence({ enrollmentId })\nPause (soft-unenroll) a contact from an email sequence. Sets status to \"paused\".\nRBAC: rep+\n- Input: { enrollmentId: string }\n- Returns: { success: boolean }\n\n### list_sequences()\nList all defined email sequences with step count and current enrollment count.\n- Input: none\n- Returns: { sequences: [{ id, name, stepCount, enrollmentCount }] }\n\n### generate_quote({ slug, dealName, lineItems, vatPercent?, validUntilDays?, currency? })\nGenerate a professional HTML quote for a customer deal.\nCalculates subtotal, VAT, and total. Saves JSON + HTML to .agentic/quotes/.\nRBAC: rep+\n- Input:\n  slug: Customer slug\n  dealName: Deal name this quote is for\n  lineItems: Array<{ description, quantity, unitPrice }>\n  vatPercent?: VAT percentage (default 19)\n  validUntilDays?: Quote validity in days (default 30)\n  currency?: Currency code (default EUR)\n- Returns: { quoteNumber, htmlPath, total, subtotal, vat, vatPercent, currency, validUntil, status }\n\n### get_quote_status({ quoteNumber?, slug? })\nGet quote status and details. Filter by quoteNumber (single quote) or slug (all quotes for customer).\n- Input: { quoteNumber?: string, slug?: string }\n- Returns (single): Full quote object with status: draft | sent | viewed | accepted | declined\n- Returns (list): { quotes: [...] }\n\n### get_booking_link({ slug, eventType?, prefillName? })\nGet a Calendly booking link for a customer. Optionally pre-fills the customer's name/email.\nRequires CALENDLY_API_KEY env var or .agentic/integrations/calendly.yaml config.\nRBAC: rep+\n- Input: { slug, eventType?: string, prefillName?: boolean }\n- Returns: { bookingUrl, eventType, duration }\n\n### create_ticket({ slug, title, description?, priority?, assignee? })\nCreate a support ticket. Auto-calculates SLA due date based on priority.\nSLA defaults: urgent=4h, high=24h, normal=72h, low=168h.\nRBAC: rep+\n- Input:\n  slug: Customer slug\n  title: Ticket title\n  description?: Detailed description\n  priority?: \"urgent\" | \"high\" | \"normal\" | \"low\" (default: normal)\n  assignee?: Assignee name or email\n- Returns: { ticket } with id T-NNN, status=open, slaDue\n\n### update_ticket({ slug, ticketId, status?, assignee? })\nUpdate a ticket's status or assignee. Setting status=resolved auto-sets resolved date.\nRBAC: rep+\n- Input: { slug, ticketId, status?: \"open\"|\"in-progress\"|\"waiting\"|\"resolved\"|\"closed\", assignee?: string }\n- Returns: { ticket }\n\n### list_tickets({ slug?, status?, priority?, assignee? })\nList support tickets sorted by priority then date. Filter by any combination of fields.\n- Input: { slug?, status?: \"open\"|\"in-progress\"|\"waiting\"|\"resolved\"|\"closed\", priority?: \"urgent\"|\"high\"|\"normal\"|\"low\", assignee? }\n- Returns: { tickets: Array<{ slug, ticket }> }\n\n### close_ticket({ slug, ticketId, resolution? })\nClose a ticket and optionally log the resolution as an interaction in interactions.md.\nRBAC: rep+\n- Input: { slug, ticketId, resolution?: string }\n- Returns: { ticket } with status=closed\n\n### send_nps_survey({ slug, contactEmail, surveyId, serverUrl? })\nGenerate an NPS/CSAT survey email draft. Returns subject, HTML body, and a token-based response URL.\nDoes NOT send automatically — returns draft for review.\nRequires survey definition in .agentic/surveys/.\nRBAC: rep+\n- Input: { slug, contactEmail, surveyId, serverUrl?: string }\n- Returns: { token, subject, body, surveyUrl, note }\n\n### get_survey_results({ surveyId, slug? })\nCalculate NPS score and breakdown for a survey. Optionally filter to a single customer.\n- Input: { surveyId: string, slug?: string }\n- Returns: { surveyId, totalResponses, npsScore (-100 to 100), promoters, passives, detractors, responses: [{ slug, email, score, comment?, respondedAt }] }\n\n### search_knowledge_base({ query, category?, publicOnly?, limit? })\nFull-text search across all KB articles (title, body, tags).\n- Input: { query, category?: string, publicOnly?: boolean, limit?: number (default 10) }\n- Returns: { query, count, articles: [{ id, title, category, excerpt, public, tags }] }\n\n### create_kb_article({ id, title, body, category?, tags?, public?, sourceTicketId? })\nCreate a new knowledge base article. Articles are stored as Markdown in .agentic/knowledge-base/.\nReturns an error if an article with the same ID already exists.\nRBAC: rep+\n- Input:\n  id: Article slug (e.g. \"troubleshoot-api-timeout\")\n  title: Article title\n  body: Article body in Markdown\n  category?: Category (default: \"general\")\n  tags?: Array of tags for search\n  public?: Make publicly accessible (default: false)\n  sourceTicketId?: Ticket this article was created from\n- Returns: { id, title, category, path }\n\n### backup_now({ remote?, note? })\nTrigger an immediate backup of all CRM data (customers/ + .agentic/).\nCreates a timestamped ZIP with SHA-256 manifest. Optionally uploads to S3/rsync/local.\nRBAC: admin\n- Input: { remote?: string, note?: string }\n- Returns: { path, createdAt, customerCount, fileCount, sizeMb, directories, verified, uploadedTo? }\n\n### list_backups({ limit? })\nList available CRM backups with metadata. Shows log-tracked backups first, falls back to directory scan.\n- Input: { limit?: number (default 10, max 50) }\n- Returns: { count, totalAvailable, backups: [{ filename, createdAt, sizeMb, verified, encrypted, customerCount, fileCount }] }\n\n## Data Structure\n\nCustomer data lives in \\`customers/<slug>/\\`:\n- \\`main_facts.md\\` — YAML frontmatter + free-text sections\n- \\`interactions.md\\` — Chronological log (newest first)\n- \\`pipeline.md\\` — Deal table in Markdown\n- \\`sources.json\\` — Gmail/transcript sync config per customer\n\nAgentic data lives in \\`.agentic/\\`:\n- \\`goals.json\\` — Active goals and decompositions\n- \\`push-subscriptions.json\\` — Real-time push registrations\n- \\`backup-log.json\\` — Backup history\n- \\`rbac.json\\` — Role assignments\n- \\`audit.log\\` — Full audit trail\n- \\`knowledge-base/\\` — KB articles\n- \\`quotes/\\` — Generated quote files\n\n## Response Format\n\nAlways cite sources (gmail://thread/... or file://...) when available.\n\n## Framework Integration\n\n| Framework | Tier | Config |\n|---|---|---|\n| Claude Code | 1 | CLAUDE.md + ~/.claude.json + .claude/settings.json |\n| Codex CLI | 1 | AGENTS.md + ~/.codex/config.toml |\n| Grok Build (xAI) | 1 | AGENTS.md + ~/.grok/user-settings.json + .grok/settings.json |\n| OpenClaw | 1 | SOUL.md + AGENTS.md + TOOLS.md |\n| Hermes Agent | 1 | SOUL.md + Skill |\n| Antigravity CLI | 1 | GEMINI.md + AGENTS.md + SKILL.md |\n| Cursor | 2 | .cursor/rules/datasynx-crm.mdc |\n| Windsurf | 2 | MCP config only |\n| Cline | 2 | MCP config only |\n| Claude Desktop | 2 | MCP config only |\n\n### Manual Grok Build configuration\n\\`\\`\\`json\n// ~/.grok/user-settings.json  (mcpServers is an ARRAY in Grok, not a map)\n{\n  \"mcpServers\": [\n    {\n      \"name\": \"datasynx-opencrm\",\n      \"transport\": {\n        \"type\": \"stdio\",\n        \"command\": \"node\",\n        \"args\": [\"/path/to/node_modules/datasynx-opencrm/dist/mcp.js\"],\n        \"env\": { \"DXCRM_DATA_DIR\": \"~/.dxcrm\" }\n      }\n    }\n  ]\n}\n\\`\\`\\`\nRun \\`grok inspect\\` to verify the server is discovered.\n\n## CLI Reference (Phase 2)\n\n### dxcrm status\nShow daemon status, customer count, sync ages, and unmatched transcript queue.\n\\`\\`\\`\ndxcrm status\ndxcrm status --unmatched   # list full unmatched transcript queue\n\\`\\`\\`\n\n### dxcrm agent spawn <slug>\nSpawn a wake-triggered agent for a customer. Sends Telegram notifications on new email.\n\\`\\`\\`\ndxcrm agent spawn acme-corp --channel telegram\ndxcrm agent spawn acme-corp --channel telegram --chat-id 12345\ndxcrm agent status\ndxcrm agent remove acme-corp\n\\`\\`\\`\nRequires: \\`TELEGRAM_BOT_TOKEN\\` + \\`TELEGRAM_CHAT_ID\\` env vars.\n\n### dxcrm import <path>\nImport customers and interactions from HubSpot or generic CSV export.\n\\`\\`\\`\ndxcrm import contacts.csv --from csv\ndxcrm import hubspot-export.csv --from hubspot\ndxcrm import hubspot-export.csv --from hubspot --dry-run\n\\`\\`\\`\n- Two-pass: creates customers first, then imports activities\n- Idempotent: re-running skips already-imported rows\n- sourceRef format: \\`hubspot://activity/<id>\\` or \\`csv://row/<hash>\\`\n\n## CLI Reference (Phase 3 — Team)\n\n### dxcrm server start\nStart a shared HTTP MCP server. Multiple team members connect via URL.\n\\`\\`\\`\ndxcrm server start --data /mnt/crm-data --port 3847\ndxcrm server status\n\\`\\`\\`\nSet actor identity: \\`export DXCRM_ACTOR=alice\\`\n\n### dxcrm audit\nShow who changed what and when. Audit trail at \\`.agentic/audit.log\\`.\n\\`\\`\\`\ndxcrm audit                       # Last 20 entries\ndxcrm audit --slug acme-corp      # Filter by customer\ndxcrm audit --actor alice         # Filter by actor\n\\`\\`\\`\nLog format: \\`2026-06-01T09:14:00Z | alice | log_interaction | acme-corp | summary\\`\n\n### session ownership\n\\`\\`\\`\ndxcrm session open acme-corp --owner alice\n# or: DXCRM_ACTOR=alice dxcrm session open acme-corp\n\\`\\`\\`\n\\`get_active_session()\\` returns \\`{ owner: \"alice\", ... }\\` when owner is set.\n\n## CLI Reference (Phase 5 — Migration)\n\n### dxcrm import — Pipedrive API\n\\`\\`\\`\ndxcrm import --from pipedrive --mode api --token <tok> --url https://myco.pipedrive.com\n\\`\\`\\`\nTwo-pass: persons → customers, activities → interactions.\nsourceRef: \\`pipedrive://activity/<id>\\`\n\n### CSV LLM Field Mapping\nGeneric CSV imports now use LLM-assisted column detection (fallback to heuristics when ANTHROPIC_API_KEY is unset).\n\n## CLI Reference (Enterprise — Sprints R1–R5)\n\n### dxcrm stages\nManage custom pipeline stages.\n\\`\\`\\`\ndxcrm stages list                                    # List all stages\ndxcrm stages set <id> <label> [--order N] [--probability N] [--color #hex] [--final]\ndxcrm stages delete <id>                             # Remove a stage\ndxcrm stages reset                                   # Reset to defaults\n\\`\\`\\`\nDefault stages: lead → qualified → proposal → negotiation → won → lost\n\n### dxcrm rbac\nRole-based access control. Roles: admin > manager > rep.\n\\`\\`\\`\ndxcrm rbac set alice admin          # Assign role\ndxcrm rbac show                     # List all roles\ndxcrm rbac check alice update_deal  # Permission check\n\\`\\`\\`\nConfig: \\`.agentic/rbac.json\\` | Actor: \\`DXCRM_ACTOR\\` env var\nEnforcement: per MCP tool call | Default role: rep\n\n### dxcrm gdpr\nGDPR erasure with dry-run safety and audit trail.\n\\`\\`\\`\ndxcrm gdpr erase acme-corp           # Dry-run (shows plan)\ndxcrm gdpr erase acme-corp --confirm # Permanent deletion\ndxcrm gdpr list-erasures             # Erasure history\n\\`\\`\\`\nOn confirm: deletes customers/<slug>/, writes audit.log, appends gdpr-erasures.json\n\n### dxcrm security-report\nGenerate Markdown security questionnaire for procurement/SOC2 review.\n\\`\\`\\`\ndxcrm security-report\ndxcrm security-report --output sec-report.md\n\\`\\`\\`\n\n### Microsoft Outlook Sync\n\\`\\`\\`\ndxcrm sync --provider microsoft\n\\`\\`\\`\nPrerequisites: write \\`.agentic/microsoft-token.json\\` with \\`{ \"accessToken\": \"...\" }\\`\nsourceRef: \\`microsoft://message/<id>\\` | API: Microsoft Graph v1.0\n\n### Salesforce Import\n\\`\\`\\`\ndxcrm import --from salesforce --mode api --token <tok> --url https://myco.salesforce.com\n\\`\\`\\`\nTwo-pass: contacts → customers, tasks → interactions (WhoId attribution)\nsourceRef: \\`salesforce://task/<id>\\` | API: Salesforce REST v58.0\n\n## CLI Reference (D16 — Goal-Based Orchestration)\n\n### dxcrm goal set\nSet a goal and get a decomposed action plan based on current pipeline state.\n\\`\\`\\`\ndxcrm goal set \"Close €500k ARR this quarter\" --deadline 2026-09-30\n\\`\\`\\`\n\n### dxcrm goal status\nShow all active goals with progress bars and days remaining.\n\\`\\`\\`\ndxcrm goal status\n\\`\\`\\`\n\n### dxcrm goal update\nManually update goal progress (0–100%).\n\\`\\`\\`\ndxcrm goal update goal_abc123 --progress 45\n\\`\\`\\`\n\n### dxcrm goal cancel\nCancel an active goal.\n\\`\\`\\`\ndxcrm goal cancel goal_abc123\n\\`\\`\\`\n\n## CLI Reference (D17 — Real-Time Push Ingestion)\n\n### dxcrm push register\nRegister a push subscription so providers send events in real-time (no polling).\n\\`\\`\\`\ndxcrm push register acme-corp --provider gmail --webhook-url https://myserver.com/webhooks/gmail --topic-name projects/x/topics/gmail-push\ndxcrm push register acme-corp --provider microsoft-graph --webhook-url https://myserver.com/webhooks/microsoft --client-state <secret>\ndxcrm push register acme-corp --provider slack --webhook-url https://myserver.com/webhooks/slack --team-id T12345\n\\`\\`\\`\n\n### dxcrm push status\nShow all push subscriptions, expiry and events processed.\n\\`\\`\\`\ndxcrm push status\ndxcrm push status --slug acme-corp\ndxcrm push status --provider gmail\n\\`\\`\\`\n\n### dxcrm push revoke\nRevoke a push subscription by ID.\n\\`\\`\\`\ndxcrm push revoke psub_1716892800_a1b2c3\n\\`\\`\\`\n\n### dxcrm push renew\nRenew expiring push subscriptions (also runs automatically daily at 06:00).\n\\`\\`\\`\ndxcrm push renew --all\n\\`\\`\\`\n\n### register_push_subscription (MCP)\nRegister a real-time push subscription. Admin only.\n\\`\\`\\`\nregister_push_subscription({ provider: \"gmail\", slug: \"acme-corp\", webhookUrl: \"https://myserver.com/webhooks/gmail\", gmailTopicName: \"projects/x/topics/y\" })\n\\`\\`\\`\nReturns: { subscriptionId, provider, slug, status, expiresAt, warning? }\n\n### get_push_status (MCP)\nShow all push subscriptions with expiry and event counts.\n\\`\\`\\`\nget_push_status()                           // all subscriptions\nget_push_status({ slug: \"acme-corp\" })     // filter by customer\nget_push_status({ provider: \"gmail\" })     // filter by provider\n\\`\\`\\`\nReturns: { subscriptions: [...], summary: { total, active, expiringSoon, expired } }\n\n### get_org_intelligence (MCP)\nBuild a stakeholder map for a customer: champions, economic buyers, blockers, health scores, risk flags, and a prioritised recommendation.\n\\`\\`\\`\nget_org_intelligence({ slug: \"acme-corp\" })\nget_org_intelligence({ slug: \"acme-corp\", dealName: \"Enterprise License\" })\n\\`\\`\\`\nReturns: { slug, updatedAt, people: [{ name, email, role, healthScore, daysSinceContact, contactStrength, riskFlags }], missingRoles, riskAssessment, recommendation }\n\n### open_deal_room (MCP)\nMulti-agent deal brief: orchestrates stakeholder map, relationship health, deal health, Monte Carlo simulation, and playbook matching into a single structured brief.\n\\`\\`\\`\nopen_deal_room({ slug: \"acme-corp\", dealName: \"Enterprise License 2026\" })\n\\`\\`\\`\nReturns: { slug, dealName, generatedAt, stakeholders, relationshipHealth, dealHealth, revenueSimulation, recommendedPlaybook, executiveSummary, topPriorities, riskScore }\n\n### get_proactive_briefing (MCP)\nGenerate a proactive daily briefing: urgent alerts (relationship decay, imminent close dates), opportunities (high-health customers with active pipeline), P50/P90 forecast, and a single top-action recommendation.\n\\`\\`\\`\nget_proactive_briefing()                         // today\nget_proactive_briefing({ date: \"2026-05-28\" })   // specific date\n\\`\\`\\`\nReturns: { date, generatedAt, urgent: string[], opportunities: string[], forecast: string, topAction: string }\n\n## H2 — Email Templates\n\n### list_email_templates (MCP)\nList all saved email templates. Returns id, name, category, subject, and body preview.\n\\`\\`\\`\nlist_email_templates()\nlist_email_templates({ category: \"follow-up\" })\n\\`\\`\\`\nReturns: { templates: [{ id, name, category, subject, bodyPreview }] }\n\n### get_email_template (MCP)\nRetrieve a single email template with full body and all variables.\n\\`\\`\\`\nget_email_template({ id: \"proposal-follow-up\" })\n\\`\\`\\`\nReturns: { id, name, category, subject, body, variables: string[] }\n\n### draft_email (MCP)\nDraft a personalized email from a template, substituting variables from customer context.\n\\`\\`\\`\ndraft_email({ slug: \"acme-corp\", templateId: \"proposal-follow-up\", overrides: { subject: \"Following up on your proposal\" } })\n\\`\\`\\`\nReturns: { subject, body, suggestedTo, suggestedCc?, variables }\n\n## H1 — Email Sequences\n\n### enroll_in_sequence (MCP)\nEnroll a customer contact in a multi-step email sequence. Steps are sent automatically.\n\\`\\`\\`\nenroll_in_sequence({ slug: \"acme-corp\", sequenceId: \"onboarding-7day\", contactEmail: \"alice@acme.com\" })\n\\`\\`\\`\nReturns: { enrollmentId, slug, sequenceId, contactEmail, enrolledAt, nextStepDue, totalSteps }\n\n### list_sequence_enrollments (MCP)\nList active (and optionally completed) sequence enrollments.\n\\`\\`\\`\nlist_sequence_enrollments()\nlist_sequence_enrollments({ slug: \"acme-corp\", status: \"active\" })\n\\`\\`\\`\nReturns: { enrollments: [{ enrollmentId, slug, sequenceId, contactEmail, currentStep, nextStepDue, status }] }\n\n### unenroll_from_sequence (MCP)\nRemove a contact from an active sequence (marks as cancelled).\n\\`\\`\\`\nunenroll_from_sequence({ enrollmentId: \"enr_abc123\" })\n\\`\\`\\`\nReturns: { success: boolean, enrollmentId }\n\n### list_sequences (MCP)\nList all defined email sequences with step count and description.\n\\`\\`\\`\nlist_sequences()\n\\`\\`\\`\nReturns: { sequences: [{ id, name, description, steps: number, triggerOn? }] }\n\n## H4 — Quotes\n\n### generate_quote (MCP)\nGenerate a structured quote document for a customer deal.\n\\`\\`\\`\ngenerate_quote({ slug: \"acme-corp\", dealName: \"Enterprise License\", lineItems: [{ description: \"Platform (12 mo)\", quantity: 1, unitPrice: 24000 }], validDays: 30 })\n\\`\\`\\`\nReturns: { quoteId, slug, dealName, total, currency, validUntil, markdownTable, fullText }\n\n### get_quote_status (MCP)\nRetrieve a generated quote with full line items and total.\n\\`\\`\\`\nget_quote_status({ quoteId: \"Q-2026-001\" })\n\\`\\`\\`\nReturns: { quoteId, slug, dealName, lineItems, subtotal, total, validUntil, status }\n\n## H3 — Meeting Scheduler\n\n### get_booking_link (MCP)\nGet a scheduling link for a meeting with a customer. Configure via DXCRM_CALENDLY_URL or per-customer sources.json.\n\\`\\`\\`\nget_booking_link({ slug: \"acme-corp\", meetingType: \"demo\" })\n\\`\\`\\`\nReturns: { url, meetingType, calendarProvider, prefillEmail?, note? }\n\n## H6 — Ticket Management\n\n### create_ticket (MCP)\nCreate a support ticket. Auto-sets SLA due date: critical=4h, high=24h, medium=72h, low=168h.\n\\`\\`\\`\ncreate_ticket({ slug: \"acme-corp\", title: \"Login broken\", priority: \"high\", description: \"Cannot login since yesterday\", assignee: \"alice\" })\n\\`\\`\\`\nReturns: { ticketId, slug, title, priority, status, slaDue, assignee?, createdAt }\n\n### update_ticket (MCP)\nUpdate ticket status or assignee.\n\\`\\`\\`\nupdate_ticket({ slug: \"acme-corp\", ticketId: \"T-001\", status: \"in-progress\", assignee: \"bob\" })\n\\`\\`\\`\nReturns: { ticketId, status, updatedAt }\n\n### list_tickets (MCP)\nList tickets sorted by priority. Filter by customer, status, priority, or assignee.\n\\`\\`\\`\nlist_tickets()\nlist_tickets({ slug: \"acme-corp\", status: \"open\" })\nlist_tickets({ priority: \"high\", assignee: \"alice\" })\n\\`\\`\\`\nReturns: { tickets: [{ ticketId, slug, title, priority, status, slaDue, assignee?, createdAt }] }\n\n### close_ticket (MCP)\nClose a ticket and optionally log a resolution note to interactions.md.\n\\`\\`\\`\nclose_ticket({ slug: \"acme-corp\", ticketId: \"T-001\", resolution: \"Fixed by updating oauth token\" })\n\\`\\`\\`\nReturns: { ticketId, status: \"closed\", closedAt, resolution? }\n\n## H7 — NPS/CSAT Survey Engine\n\n### send_nps_survey (MCP)\nGenerate a survey token and HTML email body. Customers click a score button (0–10) which\nposts to your server's /survey/respond endpoint. Set DXCRM_SERVER_URL or pass serverUrl.\n\\`\\`\\`\nsend_nps_survey({ slug: \"acme-corp\", contactEmail: \"alice@acme.com\", surveyId: \"q1-nps\" })\nsend_nps_survey({ slug: \"acme-corp\", contactEmail: \"alice@acme.com\", surveyId: \"q1-nps\", serverUrl: \"https://crm.myco.com\" })\n\\`\\`\\`\nReturns: { token, emailSubject, emailBody (HTML), surveyId, expiresAt }\n\n### get_survey_results (MCP)\nCalculate NPS score and breakdown by promoter/passive/detractor.\n\\`\\`\\`\nget_survey_results({ surveyId: \"q1-nps\" })\nget_survey_results({ surveyId: \"q1-nps\", slug: \"acme-corp\" })\n\\`\\`\\`\nReturns: { surveyId, npsScore (-100 to 100), responseCount, promoters, passives, detractors, responses: [{ slug, contactEmail, score, comment?, respondedAt }] }\n\n## H8 — Knowledge Base\n\n### search_knowledge_base (MCP)\nFull-text search across all KB articles (title, body, tags).\n\\`\\`\\`\nsearch_knowledge_base({ query: \"password reset\" })\nsearch_knowledge_base({ query: \"billing\", publicOnly: true })\n\\`\\`\\`\nReturns: { results: [{ id, title, category, excerpt, public, tags }] }\n\n### create_kb_article (MCP)\nCreate or update a knowledge base article (upserts by ID).\n\\`\\`\\`\ncreate_kb_article({ id: \"password-reset\", title: \"How to reset your password\", body: \"## Steps\\\\n1. Go to login...\", category: \"account\", tags: [\"password\", \"auth\"], public: true })\n\\`\\`\\`\nReturns: { id, title, createdAt, updatedAt, public }\n\n## Enterprise Backup\n\n### backup_now (MCP)\nTrigger an immediate backup of customers/ + .agentic/. Creates a timestamped ZIP with\nSHA-256 manifest. Optionally encrypts (AES-256-GCM) and uploads to S3/rsync/local.\n\\`\\`\\`\nbackup_now({})\nbackup_now({ remote: \"s3://my-bucket/crm-backups/\", note: \"Pre-migration backup\" })\n\\`\\`\\`\nReturns: { path, createdAt, customerCount, fileCount, sizeMb, directories, verified, uploadedTo? }\n\n### list_backups (MCP)\nList available CRM backups with metadata from .agentic/backup-log.json.\nFalls back to directory scan if log unavailable.\n\\`\\`\\`\nlist_backups({ limit: 10 })\n\\`\\`\\`\nReturns: { count, totalAvailable, backups: [{ filename, createdAt, sizeMb, verified, encrypted, customerCount, fileCount }] }\n\n### trigger_sync (MCP)\nForce an immediate Gmail sync without waiting for the 30-minute daemon cycle.\n\\`\\`\\`\ntrigger_sync({ slug: \"acme-corp\" })        // sync one customer\ntrigger_sync({})                           // sync all customers\ntrigger_sync({ since: \"2026-06-01\" })      // sync from specific date\n\\`\\`\\`\nReturns: { success, synced, skipped, customers: [...], errors: [...] }\n\n### get_audit_log (MCP)\nRead the append-only CRM audit log of all write operations.\n\\`\\`\\`\nget_audit_log({})                              // last 50 entries\nget_audit_log({ slug: \"acme-corp\" })           // filtered by customer\nget_audit_log({ actor: \"alice\", limit: 20 })   // filtered by actor\n\\`\\`\\`\nReturns: { total, returned, entries: [{ timestamp, actor, tool, slug, summary }] }\n`.trim();\n","import { z } from \"zod\";\n\nexport const KbArticleSchema = z.object({\n  id: z.string().min(1),\n  title: z.string().min(1),\n  category: z.string().default(\"general\"),\n  tags: z.array(z.string()).default([]),\n  public: z.boolean().default(false),\n  createdAt: z.string(),\n  updatedAt: z.string(),\n  sourceTicketId: z.string().optional(),\n});\n\nexport type KbArticleMeta = z.infer<typeof KbArticleSchema>;\nexport type KbArticle = KbArticleMeta & { body: string };\n","import fs from \"fs\";\nimport path from \"path\";\nimport matter from 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fs.readdirSync(catDir).filter((f) => f.endsWith(\".md\"));\n    for (const file of files) {\n      try {\n        const content = fs.readFileSync(path.join(catDir, file), \"utf-8\") as string;\n        const parsed = matter(content);\n        const meta = KbArticleSchema.safeParse(parsed.data);\n        if (!meta.success) continue;\n        if (opts?.category && meta.data.category !== opts.category) continue;\n        if (opts?.publicOnly && !meta.data.public) continue;\n        results.push({ ...meta.data, body: parsed.content.trim() });\n      } catch {\n        continue;\n      }\n    }\n  }\n\n  return results;\n}\n\nexport function getKbArticle(dataDir: string, id: string): KbArticle | null {\n  if (!isSafePathSegment(id)) return null;\n  // Articles are stored as <category>/<id>.md, so locate the file directly\n  // instead of parsing the whole knowledge base to find one by id.\n  const dir = kbDir(dataDir);\n  for (const cat of kbCategories(dir)) {\n    const filePath = path.join(dir, cat, `${id}.md`);\n    if (!fs.existsSync(filePath)) continue;\n    try {\n      const parsed = matter(fs.readFileSync(filePath, \"utf-8\") as string);\n      const meta = KbArticleSchema.safeParse(parsed.data);\n      if (!meta.success) return null;\n      return { ...meta.data, body: parsed.content.trim() };\n    } catch {\n      return null;\n    }\n  }\n  return null;\n}\n\nexport function writeKbArticle(dataDir: string, article: KbArticle): void {\n  assertSafePathSegment(article.category, \"knowledge-base category\");\n  assertSafePathSegment(article.id, \"knowledge-base article id\");\n  const { body, ...meta } = article;\n  const content = matter.stringify(body, meta as Record<string, unknown>);\n  writeFileAtomic(path.join(kbDir(dataDir), article.category, `${article.id}.md`), content);\n}\n\nexport function deleteKbArticle(dataDir: string, id: string): boolean {\n  if (!isSafePathSegment(id)) return false;\n  // Locate <category>/<id>.md directly rather than parsing every article.\n  const dir = kbDir(dataDir);\n  for (const cat of kbCategories(dir)) {\n    const p = path.join(dir, cat, `${id}.md`);\n    if (fs.existsSync(p)) {\n      fs.unlinkSync(p);\n      return true;\n    }\n  }\n  return false;\n}\n\nexport function searchKbSimple(\n  dataDir: string,\n  query: string,\n  opts?: { publicOnly?: boolean }\n): KbArticle[] {\n  const all = listKbArticles(dataDir, opts?.publicOnly ? { publicOnly: true } : {});\n  const lower = query.toLowerCase();\n  return all.filter(\n    (a) =>\n      a.title.toLowerCase().includes(lower) ||\n      a.body.toLowerCase().includes(lower) ||\n      a.tags.some((t) => t.toLowerCase().includes(lower))\n  );\n}\n\nexport function getKbMetaForExport(article: KbArticle): KbArticleMeta {\n  const { body: _body, ...meta } = article;\n  return 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