@kelpie/server 0.1.0

package/src/modules/agent-tasks/catalog.ts

@@ -0,0 +1,712 @@
+import type { AgentTaskDefinition, AgentTaskTargetType } from '@kelpie/schemas'
+
+/**
+ * The task catalog, ported from `mockups/src/data/agentTasks.ts`. Ids, labels,
+ * instructions and handbook slugs match `agent-tasks.md` exactly.
+ *
+ * The catalog ships in code rather than in a table: a task is a prompt recipe
+ * the product defines, not workspace data. `agent_runs.task_id` is therefore a
+ * catalog string with no foreign key, so a recorded run outlives any catalog
+ * edit.
+ */
+
+/** Embedded in every resolved prompt, per `agent-tasks.md`'s conventions. */
+export const SHARED_WRITE_POLICY = `- Prefer appending a Note over inventing facts.
+- Do not invent pricing, legal commitments, or security certifications not in the handbook or notes.
+- Do not change pipeline stage unless the human confirmed or this task explicitly allows it with evidence.
+- Respect open Decisions; do not contradict them.
+- Job titles live on Position, never on Person.
+- Prefer dated Plan items over a free-text next-step field.
+- Draft outreach is draft-only; do not send email.`
+
+function task(
+  definition: Omit<AgentTaskDefinition, 'writePolicy'> & { readonly writePolicy?: string },
+): AgentTaskDefinition {
+  const { writePolicy, ...rest } = definition
+
+  return { ...rest, writePolicy: writePolicy ?? SHARED_WRITE_POLICY }
+}
+
+export const AGENT_TASK_DEFINITIONS: readonly AgentTaskDefinition[] = [
+  // Person
+  task({
+    id: 'person.enrich',
+    label: 'Enrich profile',
+    description: 'Fill summary, channel, tags, socials, timezone; propose Positions with titles.',
+    targetTypes: ['person'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Research this person using public sources and existing CRM context.
+Update agent fields: summary, preferredChannel, relationship, tags, timezone, socialProfiles when evidence supports them.
+Propose Positions (person↔company + title) for employers you can verify. Never put title on Person.`,
+  }),
+  task({
+    id: 'person.refresh_summary',
+    label: 'Refresh relationship summary',
+    description: 'Rebuild summary from notes and linked pipeline.',
+    targetTypes: ['person'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Rewrite the Person summary from pinned notes, recent activities, and linked deals / partnerships / opportunities.
+Keep it short enough for an agent to reuse in follow-ups.`,
+  }),
+  task({
+    id: 'person.suggest_influence',
+    label: 'Suggest influence',
+    description: 'Infer champion / DM / blocker; low confidence → note.',
+    targetTypes: ['person'],
+    placement: 'primary',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Infer influence (champion, decision_maker, influencer, blocker, end_user) from deal activity and notes.
+If confidence is low, append a Note with the rationale instead of overwriting influence.`,
+  }),
+  task({
+    id: 'person.draft_outreach',
+    label: 'Draft outreach',
+    description: 'Channel-aware draft matching Voice; no send.',
+    targetTypes: ['person'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'how-we-sell', 'agent-faq'],
+    instructions: `Draft a short outreach message for this Person's preferredChannel.
+Match Voice and tone. Reference open Plans on linked deals when relevant.
+Save the draft as a Note unless the human asks otherwise. Do not send.`,
+  }),
+  task({
+    id: 'person.meeting_brief',
+    label: 'Meeting brief',
+    description: 'Read-only prep: warmth, Plans, pinned notes, Decisions.',
+    targetTypes: ['person'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'agent-faq'],
+    instructions: `Produce a read-only meeting brief: who they are, relationship warmth, open Plans on linked records, pinned notes, open Decisions.
+Do not mutate CRM fields unless asked to save the brief as a Note.`,
+  }),
+  task({
+    id: 'person.find_company_links',
+    label: 'Find company links',
+    description: 'Propose Positions at known companies.',
+    targetTypes: ['person'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Suggest Positions linking this Person to Companies already in the workspace (or clearly identifiable new companies).
+Each suggestion needs a title. Create Positions only when evidence is strong; otherwise list proposals in a Note.`,
+  }),
+  task({
+    id: 'person.distill_notes',
+    label: 'Distill notes',
+    description: 'Compress noise; pin high-signal notes.',
+    targetTypes: ['person'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Review notes on this Person. Pin high-signal items. Optionally append one distilled Note and refresh the summary if it is stale.`,
+  }),
+  task({
+    id: 'person.capture_decision',
+    label: 'Capture decision',
+    description: 'Turn a commitment into a Decision.',
+    targetTypes: ['person'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `From recent notes or the human's instruction, create a Decision linked to this Person (body, rationale, owner, optional due date).`,
+  }),
+  task({
+    id: 'person.log_transcript',
+    label: 'Log transcript',
+    description: 'Parse pasted call notes into note / fields / Plans.',
+    targetTypes: ['person'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `The human will paste a call transcript or notes after this prompt.
+Append a Note, update summary only when clearly supported, propose Plan items on linked pipeline records, and extract Decisions when commitments appear.`,
+  }),
+
+  // Company
+  task({
+    id: 'company.enrich',
+    label: 'Enrich company',
+    description: 'Research into description, stage, size, stack, tags, summary.',
+    targetTypes: ['company'],
+    placement: 'primary',
+    handbookSlugs: ['ideal-customer-profile', 'agent-faq'],
+    instructions: `Research this Company. Update description, stage, sizeBand, techStack, website/linkedin when evidenced, tags, and summary.
+Append a Note listing sources. Prefer notes over guesses for uncertain facts.`,
+  }),
+  task({
+    id: 'company.score_icp',
+    label: 'Score ICP fit',
+    description: 'Set icpFit against handbook ICP + rationale note.',
+    targetTypes: ['company'],
+    placement: 'primary',
+    handbookSlugs: ['ideal-customer-profile', 'agent-faq'],
+    instructions: `Score icpFit (high | medium | low | unknown) against the Ideal customer profile handbook page.
+Update the field and append a short rationale Note.`,
+  }),
+  task({
+    id: 'company.refresh_summary',
+    label: 'Refresh account summary',
+    description: 'Roll up deals, partnerships, raises, key people.',
+    targetTypes: ['company'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Rewrite the Company summary from open deals, partnerships, raises, and key Positions/People.`,
+  }),
+  task({
+    id: 'company.map_org',
+    label: 'Map org',
+    description: 'Suggest People / Positions to add.',
+    targetTypes: ['company'],
+    placement: 'primary',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Map the buying / partnering org: suggest People and Positions (with titles) missing from this Company.
+Create records only with strong evidence; otherwise list gaps in a Note.`,
+  }),
+  task({
+    id: 'company.account_brief',
+    label: 'Account brief',
+    description: 'Read-only cross-pipeline brief.',
+    targetTypes: ['company'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Produce a read-only account brief across related deals, opportunities, partnerships, and raises.
+Optionally save as a pinned Note.`,
+  }),
+  task({
+    id: 'company.suggest_account_type',
+    label: 'Suggest account type',
+    description: 'prospect / customer / partner / investor from links.',
+    targetTypes: ['company'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Suggest accountType from linked objects and notes. Update only with clear evidence; otherwise Note.`,
+  }),
+  task({
+    id: 'company.distill_notes',
+    label: 'Distill notes',
+    description: 'Pin high-signal notes.',
+    targetTypes: ['company'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Review notes on this Company. Pin high-signal items. Optionally refresh summary.`,
+  }),
+  task({
+    id: 'company.capture_decision',
+    label: 'Capture decision',
+    description: 'Log a Decision on the company.',
+    targetTypes: ['company'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Create a Decision linked to this Company from recent commitments or the human's instruction.`,
+  }),
+
+  // Deal
+  task({
+    id: 'deal.propose_plan',
+    label: 'Propose Plan',
+    description: 'Dated Plan items aligned with How we sell.',
+    targetTypes: ['deal'],
+    placement: 'primary',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Propose dated Plan items for this Deal (title, date, owner when clear, status todo).
+Align with How we sell. Replace vague next steps with concrete Plan items. Do not invent stage changes.`,
+  }),
+  task({
+    id: 'deal.refresh_summary',
+    label: 'Refresh deal summary',
+    description: 'Rewrite summary from evidence.',
+    targetTypes: ['deal'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Rewrite the Deal summary from notes, stage, linked people, company, whyWin, and risks.`,
+  }),
+  task({
+    id: 'deal.update_win_thesis',
+    label: 'Update win thesis',
+    description: 'Refresh whyWin, risks, competitors.',
+    targetTypes: ['deal'],
+    placement: 'primary',
+    handbookSlugs: ['competitive-landscape', 'how-we-sell', 'agent-faq'],
+    instructions: `Update whyWin, risks, and competitors from notes and handbook Competitive landscape.
+Append a Note if evidence conflicts.`,
+  }),
+  task({
+    id: 'deal.stakeholder_map',
+    label: 'Stakeholder map',
+    description: 'Missing champions / DMs vs linked People.',
+    targetTypes: ['deal'],
+    placement: 'primary',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Compare linked People and their influence to a healthy buying committee.
+Suggest People to link or enrich. Prefer one strong champion over three lukewarm contacts.`,
+  }),
+  task({
+    id: 'deal.meeting_brief',
+    label: 'Meeting brief',
+    description: 'Prep for call / demo.',
+    targetTypes: ['deal'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'product', 'agent-faq'],
+    instructions: `Produce a meeting/demo brief: company, people, open Plans, pinned notes, open Decisions, win thesis.
+Optionally save as a Note.`,
+  }),
+  task({
+    id: 'deal.draft_follow_up',
+    label: 'Draft follow-up',
+    description: 'Post-call email draft + optional note.',
+    targetTypes: ['deal'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'how-we-sell', 'agent-faq'],
+    instructions: `Draft a follow-up email in Voice. Reference open Plan items. Save draft as a Note. Do not send.`,
+  }),
+  task({
+    id: 'deal.stage_sanity',
+    label: 'Stage sanity check',
+    description: 'Flag stage vs evidence; ask before moving.',
+    targetTypes: ['deal'],
+    placement: 'overflow',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Compare current stage to notes and Plans. If they disagree, explain and ask the human before changing stage.`,
+  }),
+  task({
+    id: 'deal.competitive_brief',
+    label: 'Competitive brief',
+    description: 'Handbook competitive + deal competitors.',
+    targetTypes: ['deal'],
+    placement: 'overflow',
+    handbookSlugs: ['competitive-landscape', 'agent-faq'],
+    instructions: `Write a short competitive brief using handbook Competitive landscape and this Deal's competitors field.
+Optionally save as a Note.`,
+  }),
+  task({
+    id: 'deal.distill_notes',
+    label: 'Distill notes',
+    description: 'Pin high-signal notes.',
+    targetTypes: ['deal'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Review notes on this Deal. Pin high-signal items. Optionally refresh summary.`,
+  }),
+  task({
+    id: 'deal.capture_decision',
+    label: 'Capture decision',
+    description: 'Log a Decision on the deal.',
+    targetTypes: ['deal'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Create a Decision linked to this Deal.`,
+  }),
+  task({
+    id: 'deal.log_transcript',
+    label: 'Log transcript',
+    description: 'Parse call notes into CRM updates.',
+    targetTypes: ['deal'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `The human will paste a call transcript after this prompt.
+Append a Note, propose Plan items, update summary/whyWin/risks only with clear evidence, extract Decisions.`,
+  }),
+
+  // Opportunity
+  task({
+    id: 'opportunity.propose_plan',
+    label: 'Propose Plan',
+    description: 'Deadlines, demo prep, follow-ups as Plan items.',
+    targetTypes: ['opportunity'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Propose dated Plan items for this Opportunity (applications, demos, follow-ups).`,
+  }),
+  task({
+    id: 'opportunity.refresh_summary',
+    label: 'Refresh summary',
+    description: 'Rewrite summary from notes and stage.',
+    targetTypes: ['opportunity'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Rewrite the Opportunity summary from kind, stage, notes, and linked company.`,
+  }),
+  task({
+    id: 'opportunity.fit_check',
+    label: 'Eligibility fit check',
+    description: 'Fit vs handbook + opportunity notes.',
+    targetTypes: ['opportunity'],
+    placement: 'primary',
+    handbookSlugs: ['ideal-customer-profile', 'product', 'agent-faq'],
+    instructions: `Assess eligibility / strategic fit using handbook and notes on this Opportunity.
+Append a Note with go / no-go rationale. Do not invent requirements not in notes.`,
+  }),
+  task({
+    id: 'opportunity.draft_application',
+    label: 'Draft application',
+    description: 'Narrative from Product + Voice.',
+    targetTypes: ['opportunity'],
+    placement: 'primary',
+    handbookSlugs: ['product', 'voice-and-tone', 'about-us', 'agent-faq'],
+    instructions: `Draft application or pitch narrative from Product, Voice, and About us.
+Save as a Note on the Opportunity. Do not invent metrics not in the handbook or CRM.`,
+  }),
+  task({
+    id: 'opportunity.gap_analysis',
+    label: 'Gap analysis',
+    description: 'What’s missing before submit.',
+    targetTypes: ['opportunity'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `List gaps before submit (people, materials, Plan items). Propose Plan items to close gaps.`,
+  }),
+  task({
+    id: 'opportunity.meeting_brief',
+    label: 'Meeting brief',
+    description: 'Interview / demo prep.',
+    targetTypes: ['opportunity'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'product', 'agent-faq'],
+    instructions: `Produce an interview/demo brief for this Opportunity. Optionally save as a Note.`,
+  }),
+  task({
+    id: 'opportunity.distill_notes',
+    label: 'Distill notes',
+    description: 'Pin high-signal notes.',
+    targetTypes: ['opportunity'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Review notes. Pin high-signal items. Optionally refresh summary.`,
+  }),
+  task({
+    id: 'opportunity.capture_decision',
+    label: 'Capture decision',
+    description: 'Log a Decision.',
+    targetTypes: ['opportunity'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Create a Decision linked to this Opportunity.`,
+  }),
+  task({
+    id: 'opportunity.log_transcript',
+    label: 'Log transcript',
+    description: 'Parse notes into updates.',
+    targetTypes: ['opportunity'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `The human will paste notes after this prompt. Append a Note; propose Plan items; extract Decisions.`,
+  }),
+
+  // Partnership
+  task({
+    id: 'partnership.propose_plan',
+    label: 'Propose Plan',
+    description: 'Touchpoints with dates.',
+    targetTypes: ['partnership'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Propose dated Plan items aligned with nextTouchpoint, goals, and successLooksLike.`,
+  }),
+  task({
+    id: 'partnership.refresh_summary',
+    label: 'Refresh partnership summary',
+    description: 'Status of the two-way relationship.',
+    targetTypes: ['partnership'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Rewrite the Partnership summary from status, goals, key people, and notes.`,
+  }),
+  task({
+    id: 'partnership.sharpen_goals',
+    label: 'Sharpen goals',
+    description: 'Tighten goals + successLooksLike.',
+    targetTypes: ['partnership'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Tighten goals and successLooksLike from notes. No favour ledger — use Notes/Decisions for commitments.`,
+  }),
+  task({
+    id: 'partnership.health_check',
+    label: 'Health check',
+    description: 'Overdue touchpoint, paused status, missing people.',
+    targetTypes: ['partnership'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Assess health: nextTouchpoint, status, key people, open Plans. Propose Plan items or a check-in draft as a Note.`,
+  }),
+  task({
+    id: 'partnership.draft_check_in',
+    label: 'Draft check-in',
+    description: 'Relationship maintenance draft.',
+    targetTypes: ['partnership'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'agent-faq'],
+    instructions: `Draft a check-in message in Voice. Save as a Note. Do not send.`,
+  }),
+  task({
+    id: 'partnership.suggest_joint_opps',
+    label: 'Suggest joint opportunities',
+    description: 'Ideas from shared company pipeline.',
+    targetTypes: ['partnership'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Suggest joint opportunity ideas from the shared company's open deals/opps. Suggest only; do not create records unless asked.`,
+  }),
+  task({
+    id: 'partnership.distill_notes',
+    label: 'Distill notes',
+    description: 'Pin high-signal notes.',
+    targetTypes: ['partnership'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Review notes. Pin high-signal items. Optionally refresh summary.`,
+  }),
+  task({
+    id: 'partnership.capture_decision',
+    label: 'Capture decision',
+    description: 'Log a Decision.',
+    targetTypes: ['partnership'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Create a Decision linked to this Partnership.`,
+  }),
+  task({
+    id: 'partnership.log_transcript',
+    label: 'Log transcript',
+    description: 'Parse notes into updates.',
+    targetTypes: ['partnership'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `The human will paste notes after this prompt. Append a Note; propose Plan items; extract Decisions.`,
+  }),
+
+  // Raise
+  task({
+    id: 'raise.enrich_thesis',
+    label: 'Enrich thesis',
+    description: 'Research firm; write thesisFit + summary.',
+    targetTypes: ['raise'],
+    placement: 'primary',
+    handbookSlugs: ['about-us', 'product', 'agent-faq'],
+    instructions: `Research the investor firm (linked Company). Update thesisFit and summary. Append sources as a Note.
+Ongoing investor relationship stays a Partnership; do not conflate with this Raise process.`,
+  }),
+  task({
+    id: 'raise.propose_plan',
+    label: 'Propose Plan',
+    description: 'Intro → meeting → diligence Plan items.',
+    targetTypes: ['raise'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Propose dated Plan items for the raise process (intro, meeting, diligence, materials).`,
+  }),
+  task({
+    id: 'raise.investor_brief',
+    label: 'Investor brief',
+    description: 'Firm + people + related Partnership + Decisions.',
+    targetTypes: ['raise'],
+    placement: 'primary',
+    handbookSlugs: ['about-us', 'agent-faq'],
+    instructions: `Produce an investor brief: firm, key people, thesisFit, related Partnership if any, open Decisions.
+Optionally save as a Note.`,
+  }),
+  task({
+    id: 'raise.warm_path',
+    label: 'Warm path from CRM',
+    description: 'Suggest intros from existing People/Positions.',
+    targetTypes: ['raise'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Suggest warm intro paths using People and Positions already in the CRM only.
+Do not invent a graph product — list concrete existing contacts and why they help.`,
+  }),
+  task({
+    id: 'raise.capture_pass',
+    label: 'Capture pass reason',
+    description: 'Structure pass into passReason + note/Decision.',
+    targetTypes: ['raise'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `If this raise is a pass (or the human is recording one), set passReason, update summary, append a Note, and optionally a Decision.
+Ask before setting stage to passed.`,
+  }),
+  task({
+    id: 'raise.draft_update',
+    label: 'Draft update',
+    description: 'Investor update in Voice.',
+    targetTypes: ['raise'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'about-us', 'agent-faq'],
+    instructions: `Draft an investor update in Voice. Save as a Note. Do not send. Do not invent metrics.`,
+  }),
+  task({
+    id: 'raise.distill_notes',
+    label: 'Distill notes',
+    description: 'Pin high-signal notes.',
+    targetTypes: ['raise'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Review notes. Pin high-signal items. Optionally refresh summary.`,
+  }),
+  task({
+    id: 'raise.capture_decision',
+    label: 'Capture decision',
+    description: 'Log a Decision.',
+    targetTypes: ['raise'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Create a Decision linked to this Raise.`,
+  }),
+  task({
+    id: 'raise.log_transcript',
+    label: 'Log transcript',
+    description: 'Parse notes into updates.',
+    targetTypes: ['raise'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `The human will paste notes after this prompt. Append a Note; propose Plan items; extract Decisions.`,
+  }),
+
+  // Candidate
+  task({
+    id: 'candidate.score',
+    label: 'Score candidate',
+    description: 'Fit vs role + handbook; note on Candidate.',
+    targetTypes: ['candidate'],
+    placement: 'primary',
+    handbookSlugs: ['team-and-roles', 'agent-faq'],
+    instructions: `Score fit vs the Role and Team and roles handbook. Append interview/feedback Notes on the Candidate (not the Person).
+Do not put hiring pipeline fields on Person.`,
+  }),
+  task({
+    id: 'candidate.summarise_interview',
+    label: 'Summarise interview',
+    description: 'Distill feedback; pin signal.',
+    targetTypes: ['candidate'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Distill Candidate notes into a clear interview summary Note. Pin high-signal feedback.`,
+  }),
+  task({
+    id: 'candidate.suggest_questions',
+    label: 'Suggest questions',
+    description: 'From role + gaps in notes.',
+    targetTypes: ['candidate'],
+    placement: 'primary',
+    handbookSlugs: ['team-and-roles', 'agent-faq'],
+    instructions: `Suggest interview questions from the Role and gaps in Candidate notes. Save as a Note on the Candidate.`,
+  }),
+  task({
+    id: 'candidate.draft_outcome',
+    label: 'Draft outcome note',
+    description: 'Pass / nurture / offer language (human sends).',
+    targetTypes: ['candidate'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'agent-faq'],
+    instructions: `Draft pass / nurture / offer communication in Voice. Save as a Note. Human sends. Ask before changing Candidate status.`,
+  }),
+  task({
+    id: 'candidate.enrich_person',
+    label: 'Enrich candidate person',
+    description: 'Person enrich scoped via Candidate.',
+    targetTypes: ['candidate'],
+    placement: 'overflow',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Enrich the linked Person (summary, socials, Positions). Keep hiring state on the Candidate only.`,
+  }),
+
+  // Role
+  task({
+    id: 'role.compare_shortlist',
+    label: 'Compare shortlist',
+    description: 'Side-by-side for in-process candidates.',
+    targetTypes: ['role'],
+    placement: 'primary',
+    handbookSlugs: ['team-and-roles', 'agent-faq'],
+    instructions: `Compare in-process Candidates for this Role using their notes and Person summaries.
+Produce a short comparison. Optionally save as a Note on the Role context (or each Candidate). Do not change statuses without asking.`,
+  }),
+
+  // Handbook
+  task({
+    id: 'handbook.consistency_check',
+    label: 'Consistency check',
+    description: 'CRM summaries vs Voice / ICP / How we sell.',
+    targetTypes: ['handbook'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'ideal-customer-profile', 'how-we-sell', 'agent-faq'],
+    instructions: `Check this handbook page for consistency with related CRM realities and sibling handbook pages.
+Propose edits; do not invent product claims.`,
+  }),
+  task({
+    id: 'handbook.draft_update',
+    label: 'Draft update',
+    description: 'Propose page edits from product reality.',
+    targetTypes: ['handbook'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Propose an updated markdown draft for this handbook page from current product/CRM context.
+Show a diff-style proposal before applying.`,
+  }),
+  task({
+    id: 'handbook.fill_gap',
+    label: 'Fill a gap',
+    description: 'e.g. case study from a won Deal.',
+    targetTypes: ['handbook'],
+    placement: 'overflow',
+    handbookSlugs: ['voice-and-tone', 'product', 'agent-faq'],
+    instructions: `Identify a content gap related to this page (e.g. case study from a won Deal) and draft content in Voice.`,
+  }),
+
+  // Workspace
+  task({
+    id: 'workspace.daily_brief',
+    label: 'Daily brief',
+    description: 'Attention: overdue Plans, stale contacts, empty summaries.',
+    targetTypes: ['workspace'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Produce a daily brief for this workspace: overdue Plans, stale contacts, empty agent summaries, pipeline risks.
+Suggest which agent tasks to run next. Prefer listing; mutate only if the human asks.`,
+  }),
+  task({
+    id: 'workspace.pipeline_review',
+    label: 'Pipeline review',
+    description: 'Deals / Opps / Raises needing Plan or summary.',
+    targetTypes: ['workspace'],
+    placement: 'primary',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Review open Deals, Opportunities, and Raises. Flag records needing Propose Plan or Refresh summary.`,
+  }),
+  task({
+    id: 'workspace.stale_triage',
+    label: 'Stale relationship triage',
+    description: 'People past last-contacted threshold.',
+    targetTypes: ['workspace'],
+    placement: 'primary',
+    handbookSlugs: ['voice-and-tone', 'agent-faq'],
+    instructions: `List People past a ~14 day lastContactedAt threshold who matter for open pipeline.
+Suggest Draft outreach or Plan items. Do not spam everyone.`,
+  }),
+  task({
+    id: 'workspace.weekly_plan',
+    label: 'Weekly plan',
+    description: 'Propose Plan items across open pipeline.',
+    targetTypes: ['workspace'],
+    placement: 'primary',
+    handbookSlugs: ['how-we-sell', 'agent-faq'],
+    instructions: `Propose a week of Plan items across open Deals, Opportunities, Raises, and Partnerships.
+Create Plan items only when clearly useful; otherwise list proposals for confirmation.`,
+  }),
+  task({
+    id: 'workspace.empty_field_sweep',
+    label: 'Empty-field sweep',
+    description: 'Records missing summary / ICP / thesisFit.',
+    targetTypes: ['workspace'],
+    placement: 'primary',
+    handbookSlugs: ['agent-faq'],
+    instructions: `Find records missing summary, company icpFit, or raise thesisFit.
+Prioritise open pipeline. Suggest Enrich / Score / Refresh tasks per record.`,
+  }),
+]
+
+export function findTask(id: string): AgentTaskDefinition | undefined {
+  return AGENT_TASK_DEFINITIONS.find((definition) => definition.id === id)
+}
+
+export function tasksFor(targetType: AgentTaskTargetType): readonly AgentTaskDefinition[] {
+  return AGENT_TASK_DEFINITIONS.filter((definition) => definition.targetTypes.includes(targetType))
+}