@edda-business/mcp 0.57.0 → 0.59.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@edda-business/mcp",
-  "version": "0.57.0",
+  "version": "0.59.0",
   "description": "Edda — the company data layer for AI agents.",
   "license": "Apache-2.0",
   "repository": {

package/src/server.js

@@ -26,7 +26,7 @@ import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { z } from "zod";
 import { get, post, del } from "./client.js";
 
-export const SERVER_VERSION = "0.57.0";
+export const SERVER_VERSION = "0.58.0";
 
 // ─── helpers ──────────────────────────────────────────────────────────────────
 
@@ -91,13 +91,12 @@ export function createServer() {
   server.tool(
     "get_context",
     "Get engineered context for a specific task about a person or company. Pass their email (or " +
-    "entity id) and the intent. Returns a focused, ranked context block: the facts that matter for " +
-    "that task — each with a confidence and a freshness — the durable FACTS we've learned about them " +
-    "(their atomic memory: budget, authority, pain, stack, plans), the recent timeline, the buying-group " +
-    "stakeholders, open predictions, and the account's ICP fit score (0-100 + why). Call this before " +
-    "drafting outreach, preparing for a meeting, " +
-    "or making any decision about a person. A fact's freshness tells you whether to trust it: 'fresh' " +
-    "act on it, 'suspect'/'expired' verify first.",
+    "entity id) and the intent. Returns a focused, ranked context block: the durable FACTS we've " +
+    "learned about them (each with a confidence and a freshness), the recent timeline, the other " +
+    "people at their company and how they relate, and the relevant notes and records. Call this before " +
+    "a meeting or any decision about a person or company, so you act on what we actually know rather " +
+    "than generic guesses. A fact's freshness tells you whether to trust it: 'fresh' act on it, " +
+    "'suspect'/'expired' verify first.",
     {
       focus: z.string().describe("Who to look up — an email, a LinkedIn URL, a domain, an entity UUID, or a name. A name may match several people; you'll get candidates to choose from."),
       intent: z.enum(["follow_up", "meeting_prep", "call_prep", "account_review"])
@@ -131,11 +130,6 @@ export function createServer() {
         }
         lines.push("");
       }
-      if (ctx.workspace?.length) {
-        lines.push("YOUR CONTEXT (ICP / product / positioning):");
-        for (const w of ctx.workspace) lines.push(`  ${w.property}: ${fmtVal(w.value)}`);
-        lines.push("");
-      }
       if (ctx.timeline?.length) {
         lines.push("TIMELINE:");
         for (const t of ctx.timeline) {
@@ -157,23 +151,18 @@ export function createServer() {
         lines.push("");
       }
       if (ctx.stakeholders?.length) {
-        // The buying committee as a STRUCTURE: who's at the account, their role,
-        // whether we've engaged them, and how they relate — so the agent works the
-        // whole committee, not one person.
+        // The people connected to this company and how they relate — the local map, so
+        // the agent sees the whole picture, not one person in isolation.
         const c = ctx.committee;
-        lines.push(c?.company ? `BUYING COMMITTEE — ${c.company}:` : "STAKEHOLDERS:");
+        lines.push(c?.company ? `PEOPLE AT ${c.company}:` : "RELATED PEOPLE:");
         for (const s of ctx.stakeholders) {
           if (s.role === "company") continue; // the company is the header
           const bits = [];
-          if (s.committee_role && s.committee_role !== "contact") bits.push(s.committee_role.replace(/_/g, " "));
           if (s.role) bits.push(s.role);
-          bits.push(s.engaged ? "engaged" : "not yet engaged");
           if (s.confirmed === false) bits.push("mentioned, unconfirmed");
           const rel = s.relationships?.length ? ` — ${s.relationships.join("; ")}` : "";
-          lines.push(`  ${s.name ?? "—"} (${bits.join(", ")})${rel}`);
+          lines.push(`  ${s.name ?? "—"}${bits.length ? ` (${bits.join(", ")})` : ""}${rel}`);
         }
-        if (c?.champion) lines.push(`  champion: ${c.champion}`);
-        if (c?.gaps?.length) for (const g of c.gaps) lines.push(`  ⚠ ${g}`);
         lines.push("");
       }
       return {
@@ -188,8 +177,8 @@ export function createServer() {
   // ===========================================================================
   server.tool(
     "get_account",
-    "Get the full account record for a person or company — the durable FACTS we've learned about them " +
-    "(their atomic memory: budget, authority, pain, stack, plans), every attribute (claim) with its " +
+    "Get the full record for a person or company — the durable FACTS we've learned about them (their " +
+    "role, company, history, and anything else worth remembering), every attribute (claim) with its " +
     "confidence and freshness, plus what they actually SAID and did, ranked by how much it tells you. " +
     "Pass an email or entity UUID, and the intent you're working toward so the record is shaped for it.",
     {
@@ -243,23 +232,18 @@ export function createServer() {
         }
         lines.push("");
       }
-      // The buying committee — who else is at the account, their role, whether we've
-      // engaged them, and how they relate. Same structure get_context surfaces.
+      // The people connected to this company and how they relate. Same structure get_context surfaces.
       if (rec.stakeholders?.length) {
         const c = rec.committee;
-        lines.push(c?.company ? `BUYING COMMITTEE — ${c.company}:` : "STAKEHOLDERS:");
+        lines.push(c?.company ? `PEOPLE AT ${c.company}:` : "RELATED PEOPLE:");
         for (const s of rec.stakeholders) {
           if (s.role === "company") continue;
           const bits = [];
-          if (s.committee_role && s.committee_role !== "contact") bits.push(s.committee_role.replace(/_/g, " "));
           if (s.role) bits.push(s.role);
-          bits.push(s.engaged ? "engaged" : "not yet engaged");
           if (s.confirmed === false) bits.push("mentioned, unconfirmed");
           const rel = s.relationships?.length ? ` — ${s.relationships.join("; ")}` : "";
-          lines.push(`  ${s.name ?? "—"} (${bits.join(", ")})${rel}`);
+          lines.push(`  ${s.name ?? "—"}${bits.length ? ` (${bits.join(", ")})` : ""}${rel}`);
         }
-        if (c?.champion) lines.push(`  champion: ${c.champion}`);
-        if (c?.gaps?.length) for (const g of c.gaps) lines.push(`  ⚠ ${g}`);
         lines.push("");
       }
       const claims = Object.values(rec.claims ?? {});
@@ -421,22 +405,21 @@ export function createServer() {
   // ===========================================================================
   server.tool(
     "query",
-    "Retrieve and summarise activity across many people. Three powers:\n" +
+    "Retrieve and summarise activity across many people and companies. Powers:\n" +
     "  1. return:'entities' groups results by person/company (one row per entity, ranked by " +
-    "most-recent matching activity). Use for 'hottest leads', 'who replied this week', " +
-    "'who's in the negotiation stage'.\n" +
-    "  2. `without` subtracts entities — 'sent in 5d MINUS replied in 5d' = 'no-reply leads'. " +
-    "'activity in 30d MINUS activity in 5d' = 'cooled leads'.\n" +
-    "  3. rollups.by_value appears when scope.kind='state' — counts entities by current value " +
-    "(use scope.property='stage' for funnel reports).\n" +
+    "most-recent matching activity). Use for 'who we talked to this week', 'who replied recently'.\n" +
+    "  2. `without` subtracts entities — 'sent in 5d MINUS replied in 5d' = 'wrote to, no reply back'. " +
+    "'activity in 30d MINUS activity in 5d' = 'people who've gone quiet'.\n" +
+    "  3. rollups.by_value appears when scope.kind='state' — counts entities by a current value " +
+    "(scope.property='<state property>').\n" +
     "  4. Scheduled meetings/calls are events with property 'interaction.meeting_scheduled' and a " +
     "future-dated `when`. For 'what's booked today/this week', set property:'interaction.meeting_scheduled' " +
     "with from/to bounding the day or week (since_days only looks backward and can't reach them), and " +
     "order:'asc' to list soonest-first. Meeting rows render the absolute date and time.\n" +
-    "  5. scope.facts:true + question searches the FACTS corpus (durable atomic facts about accounts) " +
-    "instead of activity — cross-account semantic fact search like 'which accounts want off Clay' or " +
-    "'who is hiring'. return:'entities' gives the single best-matching fact per account. (A single " +
-    "account's facts already come back inline with get_account.)",
+    "  5. scope.facts:true + question searches the FACTS corpus (durable facts about people/companies) " +
+    "instead of activity — cross-record semantic fact search like 'who is hiring' or 'who mentioned " +
+    "switching tools'. return:'entities' gives the single best-matching fact per record. (A single " +
+    "record's facts already come back inline with get_account.)",
     {
       scope: z.object({
         kind: z.enum(["event", "state"]).optional(),
@@ -448,7 +431,7 @@ export function createServer() {
         to: z.string().optional().describe("ISO timestamp — only activity at/before this (absolute upper bound). Combine from+to for a window; future-dated for upcoming meetings"),
         order: z.enum(["asc", "desc"]).optional().describe("observed_at order (default desc, newest first). Use 'asc' for an upcoming-meeting schedule (soonest first)"),
         limit: z.number().optional().describe("max items (default 50, cap 200)"),
-        facts: z.boolean().optional().describe("search the FACTS corpus (durable atomic facts about accounts) instead of activity. Needs `question` — a cross-account semantic fact search, e.g. 'which accounts want off Clay'. return:'entities' = the best matching fact per account."),
+        facts: z.boolean().optional().describe("search the FACTS corpus (durable facts about people/companies) instead of activity. Needs `question` — a cross-record semantic fact search, e.g. 'who is hiring'. return:'entities' = the best matching fact per record."),
       }).describe("Corpus filter"),
       without: z.object({
         kind: z.enum(["event", "state"]).optional(),
@@ -537,12 +520,12 @@ export function createServer() {
   // ===========================================================================
   server.tool(
     "verify",
-    "Re-check a specific fact before you act on it — e.g. an email or a deal stage that looks stale " +
+    "Re-check a specific fact before you act on it — e.g. an email or a job title that looks stale " +
     "in get_context. Pass the person/company and the property name. Returns the fact re-derived from " +
     "current evidence, and tells you whether it is still unverified.",
     {
       focus: z.string().describe("Email, LinkedIn URL, entity UUID, or name"),
-      property: z.string().describe("The fact to re-check — e.g. 'email', 'job_title', 'pipeline_stage'"),
+      property: z.string().describe("The fact to re-check — e.g. 'email', 'job_title', 'company'"),
     },
     async ({ focus, property }) => {
       const r = await post("/v2/verify", { focus, property });
@@ -708,44 +691,41 @@ export function createServer() {
   );
 
   // ===========================================================================
-  // TOOL: propose_company_file  —  POST /v2/company/propose
+  // TOOL: propose_company_file  —  POST /v2/company/pages
   // The WRITE side of the company vault (search_company_knowledge is the read side).
-  // Admin-only: only an owner/admin may add to the shared knowledge; a member's agent
-  // can read the company vault but gets a permission message here.
+  // Writes an in-app company page directly (no GitHub). Members with a write role
+  // publish it live; viewers land it in the company inbox for an admin to approve.
   // ===========================================================================
   server.tool(
     "propose_company_file",
-    "Propose a markdown file for the SHARED COMPANY vault — the workspace's declared knowledge " +
+    "Add a markdown page to the SHARED COMPANY vault — the workspace's declared knowledge " +
     "(policies, playbooks, decisions, SOPs, how-we-work) that every member's agent can read via " +
-    "search_company_knowledge. This OPENS A PULL REQUEST against the connected company repo for a " +
-    "human to review and merge in GitHub — nothing goes live until it's merged (company knowledge " +
-    "is shared + institutional, so review-before-publish is the default; on merge the normal git " +
-    "sync ingests it). Use it to contribute company-wide knowledge. ADMIN-ONLY: only an owner/admin " +
-    "may propose; a regular member's agent can READ the vault but gets a permission message here. " +
-    "NOT the member's private notes (use propose_vault_file), NOT a note on a contact (use save_note).",
+    "search_company_knowledge. This writes the page IN-APP: a member with a write role publishes " +
+    "it live immediately; a viewer's page lands in the company inbox for an admin to approve. Set " +
+    "`visibility` to scope who sees it — 'company' (everyone, the default), 'department' (the team), " +
+    "or 'owner' (just you). Use it to contribute company-wide knowledge. " +
+    "NOT the member's private vault (use save_to_vault), NOT a note on a contact (use save_note).",
     {
-      folder: z.string().describe("The company-vault folder to file under (e.g. 'company-wiki', 'decisions', 'projects', 'clients'). Must be an existing company folder; no slashes."),
-      name: z.string().describe("The file name, ending in .md, e.g. 'Refund Policy.md' or 'Q3 Planning — 2026-08-22.md'."),
-      content: z.string().describe("The full markdown content of the file."),
-      subfolder: z.string().optional().describe("Optional subfolder within the folder."),
-      message: z.string().optional().describe("Optional PR title / commit message describing the change."),
-      pr_group: z.string().optional().describe("Optional key to batch several proposals from one work session into a SINGLE pull request (same key → same PR)."),
+      name: z.string().describe("The page name, e.g. 'Refund Policy' or 'Q3 Planning — 2026-08-22'. A '.md' suffix is added if missing."),
+      content: z.string().describe("The full markdown content of the page."),
+      visibility: z.enum(["owner", "department", "company"]).optional().describe("Who can see the page: 'company' (everyone — default), 'department' (the team), or 'owner' (just you)."),
+      folder_id: z.string().optional().describe("Optional id of an existing company folder to file under. Omit to land it in the default 'wiki' folder."),
     },
-    async ({ folder, name, content, subfolder, message, pr_group }) => {
+    async ({ name, content, visibility, folder_id }) => {
       try {
-        const r = await post("/v2/company/propose", { folder, name, content, subfolder, message, pr_group });
-        const how = r?.added_to_existing ? "added to the open PR" : "opened a pull request";
-        return { content: [{ type: "text", text: `Proposed "${name}" — ${how}${r?.pr_url ? `: ${r.pr_url}` : ""}. Review the diff and merge it in GitHub to publish into company knowledge.` }] };
+        const r = await post("/v2/company/pages", { name, content, visibility: visibility ?? "company", folder_id });
+        const live = r?.page?.status === "live";
+        const where = live
+          ? `published live to the company vault — searchable now`
+          : `sent to the company inbox for an admin to approve`;
+        return { content: [{ type: "text", text: `"${r?.page?.name ?? name}" ${where}.` }] };
       } catch (e) {
         const msg = String(e?.message || e);
-        if (msg.includes("admins_only") || msg.includes("(403)")) {
-          return { content: [{ type: "text", text: `Not proposed — writing to the company vault is admin-only. You can READ it with search_company_knowledge, but only an owner/admin can propose changes.` }] };
-        }
-        if (msg.includes("no_company_repo")) {
-          return { content: [{ type: "text", text: `Not proposed — no company GitHub repo is connected. An admin connects one under Company vault first.` }] };
+        if (msg.includes("forbidden") || msg.includes("(403)")) {
+          return { content: [{ type: "text", text: `Not saved — you don't have access to write to this company vault.` }] };
         }
-        if (msg.includes("repo_write_denied")) {
-          return { content: [{ type: "text", text: `Not proposed — the connected repo token is read-only. An admin must reconnect it with Contents:write + Pull requests:write.` }] };
+        if (msg.includes("bad_folder")) {
+          return { content: [{ type: "text", text: `Not saved — that folder_id isn't a company folder in this workspace. Omit it to use the default 'wiki' folder.` }] };
         }
         throw e;
       }
@@ -761,14 +741,13 @@ export function createServer() {
   // ===========================================================================
   server.tool(
     "connect_integration",
-    "Connect a key-based integration for the user — an enrichment, CRM, or sequencer provider that " +
-    "authenticates with an API key or token (e.g. Apollo, Prospeo, Instantly, HubSpot private-app " +
-    "token, Pipedrive, Attio, Smartlead, HeyReach). Ask the user for the provider's API key, then " +
-    "call this; it verifies the credentials before saving. Providers that use a browser sign-in " +
-    "(OAuth, e.g. Gmail) can't be connected this way — for those, point the user to the Integrations " +
-    "page. After connecting an enrichment provider, the account record starts filling in.",
+    "Connect a data source that feeds the knowledge base — a provider that authenticates with an API " +
+    "key or token. Ask the user for the provider's key, then call this; it verifies the credentials " +
+    "before saving. Providers that use a browser sign-in (OAuth, e.g. Gmail or calendar) can't be " +
+    "connected this way — for those, point the user to the Integrations page. Once connected, the " +
+    "source starts feeding the knowledge base.",
     {
-      provider: z.string().describe("Provider name, lowercase — e.g. 'apollo', 'prospeo', 'instantly', 'hubspot', 'pipedrive', 'attio'."),
+      provider: z.string().describe("Provider name, lowercase."),
       credentials: z.record(z.string()).describe("The provider's credentials as key/value, e.g. { api_key: '...' } or { access_token: '...' }."),
       name: z.string().optional().describe("Optional label for the connection."),
     },