@leadbay/mcp 0.19.0 → 0.19.1

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package/dist/bin.js CHANGED
@@ -5134,6 +5134,7 @@ var init_composite_file_names = __esm({
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  "leadbay_research_lead_by_id",
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  "leadbay_research_lead_by_name_fuzzy",
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  "leadbay_resolve_import_rows",
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+ "leadbay_scan_portfolio_signals",
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  "leadbay_seed_candidates",
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  "leadbay_tour_plan"
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  ]);
@@ -5439,7 +5440,7 @@ var init_notifications = __esm({
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  });
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  // ../core/dist/tool-descriptions.generated.js
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- var leadbay_account_history, leadbay_account_status, leadbay_acknowledge_notification, leadbay_add_leads_to_campaign, leadbay_add_note, leadbay_adjust_audience, leadbay_agent_memory_capture, leadbay_agent_memory_recall, leadbay_agent_memory_review, leadbay_answer_clarification, leadbay_bulk_enrich_status, leadbay_bulk_qualify_leads, leadbay_campaign_call_sheet, leadbay_campaign_progression, leadbay_clear_selection, leadbay_clear_user_prompt, leadbay_create_campaign, leadbay_create_custom_field, leadbay_create_lens, leadbay_create_lens_draft, leadbay_create_topup_link, leadbay_deselect_leads, leadbay_discover_leads, leadbay_dislike_lead, leadbay_dismiss_clarification, leadbay_enrich_contacts, leadbay_enrich_titles, leadbay_extend_lens, leadbay_followups_map, leadbay_get_clarification, leadbay_get_contacts, leadbay_get_enrichment_job_titles, leadbay_get_epilogue_responses, leadbay_get_lead_activities, leadbay_get_lead_notes, leadbay_get_lead_profile, leadbay_get_lens_filter, leadbay_get_lens_scoring, leadbay_get_prospecting_actions, leadbay_get_quota, leadbay_get_selection_ids, leadbay_get_taste_profile, leadbay_get_user_prompt, leadbay_get_web_fetch, leadbay_import_and_qualify, leadbay_import_leads, leadbay_import_status, leadbay_launch_bulk_enrichment, leadbay_like_lead, leadbay_list_campaigns, leadbay_list_lenses, leadbay_list_locations, leadbay_list_mappable_fields, leadbay_list_sectors, leadbay_login, leadbay_my_lenses, leadbay_new_lens, leadbay_open_billing_portal, leadbay_pick_clarification, leadbay_prepare_outreach, leadbay_preview_bulk_enrichment, leadbay_promote_lens, leadbay_pull_followups, leadbay_pull_leads, leadbay_qualify_lead, leadbay_qualify_status, leadbay_recall_ordered_titles, leadbay_refine_prompt, leadbay_remove_epilogue, leadbay_remove_leads_from_campaign, leadbay_remove_pushback, leadbay_report_friction, leadbay_report_outreach, leadbay_research_lead_by_id, leadbay_research_lead_by_name_fuzzy, leadbay_resolve_import_rows, leadbay_seed_candidates, leadbay_select_leads, leadbay_set_active_lens, leadbay_set_epilogue_status, leadbay_set_pushback, leadbay_set_user_prompt, leadbay_tour_plan, leadbay_update_lens, leadbay_update_lens_filter;
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+ var leadbay_account_history, leadbay_account_status, leadbay_acknowledge_notification, leadbay_add_contact, leadbay_add_leads_to_campaign, leadbay_add_note, leadbay_adjust_audience, leadbay_agent_memory_capture, leadbay_agent_memory_recall, leadbay_agent_memory_review, leadbay_answer_clarification, leadbay_bulk_enrich_status, leadbay_bulk_qualify_leads, leadbay_campaign_call_sheet, leadbay_campaign_progression, leadbay_clear_selection, leadbay_clear_user_prompt, leadbay_create_campaign, leadbay_create_custom_field, leadbay_create_lens, leadbay_create_lens_draft, leadbay_create_topup_link, leadbay_deselect_leads, leadbay_discover_leads, leadbay_dislike_lead, leadbay_dismiss_clarification, leadbay_enrich_contacts, leadbay_enrich_titles, leadbay_extend_lens, leadbay_followups_map, leadbay_get_clarification, leadbay_get_contacts, leadbay_get_enrichment_job_titles, leadbay_get_epilogue_responses, leadbay_get_lead_activities, leadbay_get_lead_notes, leadbay_get_lead_profile, leadbay_get_lens_filter, leadbay_get_lens_scoring, leadbay_get_prospecting_actions, leadbay_get_quota, leadbay_get_selection_ids, leadbay_get_taste_profile, leadbay_get_user_prompt, leadbay_get_web_fetch, leadbay_import_and_qualify, leadbay_import_leads, leadbay_import_status, leadbay_launch_bulk_enrichment, leadbay_like_lead, leadbay_list_campaigns, leadbay_list_lenses, leadbay_list_locations, leadbay_list_mappable_fields, leadbay_list_sectors, leadbay_login, leadbay_my_lenses, leadbay_new_lens, leadbay_open_billing_portal, leadbay_pick_clarification, leadbay_pin_contact, leadbay_prepare_outreach, leadbay_preview_bulk_enrichment, leadbay_promote_lens, leadbay_pull_followups, leadbay_pull_leads, leadbay_qualify_lead, leadbay_qualify_status, leadbay_recall_ordered_titles, leadbay_refine_prompt, leadbay_remove_contact, leadbay_remove_epilogue, leadbay_remove_leads_from_campaign, leadbay_remove_pushback, leadbay_report_friction, leadbay_report_outreach, leadbay_research_lead_by_id, leadbay_research_lead_by_name_fuzzy, leadbay_resolve_import_rows, leadbay_scan_portfolio_signals, leadbay_seed_candidates, leadbay_select_leads, leadbay_set_active_lens, leadbay_set_epilogue_status, leadbay_set_pushback, leadbay_set_user_prompt, leadbay_tour_plan, leadbay_unpin_contact, leadbay_update_contact, leadbay_update_lens, leadbay_update_lens_filter;
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  var init_tool_descriptions_generated = __esm({
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  "../core/dist/tool-descriptions.generated.js"() {
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  "use strict";
@@ -5673,6 +5674,45 @@ WHEN TO USE: immediately after you finish reviewing / revising in response to a
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  WHEN NOT TO USE: before doing the revision work; for general "mark all read" sweeps (call once per notification id you've actually consumed).
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5675
 
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  This tool MUTATES state. The caller (agent or human-in-the-loop) is responsible for confirming intent before invocation; the MCP server does not soft-prompt for confirmation. See \`annotations.destructiveHint\`.
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+ `;
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+ leadbay_add_contact = `## WHEN TO USE
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+
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+ Trigger phrases: "add a contact to this company", "add this person to <company>", "create a contact from this LinkedIn URL", "this company has no contacts \u2014 add one", "I found someone on LinkedIn, add them to <lead>".
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+
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+ **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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+
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+ Do NOT use for: "import these companies / a CSV of leads and qualify them" \u2192 \`leadbay_import_and_qualify\`; "get email/phone for a contact already on the company" \u2192 \`leadbay_enrich_titles\`; "remove / delete this contact" \u2192 \`leadbay_remove_contact\`.
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+
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+ Prefer when: user wants to attach ONE known person to an already-identified company \u2014 pass the company's \`lead_id\` plus the person's name (+ optional linkedin_page/title/email/phone)
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+
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+ Examples that SHOULD invoke this tool:
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+ - "Acme has no suggested contacts \u2014 add Jane Doe, VP Eng, here's her LinkedIn."
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+ - "Add this person I found on LinkedIn to that company."
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+ - "Create a contact for John Smith, CFO, on this lead."
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+
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+ Examples that should NOT invoke this tool (sound similar, route elsewhere):
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+ - "Import these 40 domains from my CRM and qualify them."
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+ - "Get me the email for the contact already on this company."
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+ - "Remove that contact, it's the wrong person."
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+
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+ ## RENDER (quick)
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+
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+ One-line confirmation: the contact's name + title now sits on the company.
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+ No table. If the contact has no email/phone yet, note it can be enriched.
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+
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+ ---
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+
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+ Add a single contact (a person) to a known company \u2014 the in-conversation "create a contact" path. Use it when a rep has found someone (often just a LinkedIn URL) and wants them on an already-identified Leadbay company without leaving the chat.
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+
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+ Pass the parent company's \`lead_id\` plus the person's \`first_name\` + \`last_name\`. Everything else is optional: \`job_title\`, \`linkedin_page\`, \`email\`, \`phone_number\`.
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+
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+ Backend: \`POST /leads/{lead_id}/contacts\` \u2192 returns the created contact with its new \`id\`. This is the same direct endpoint the Leadbay web UI uses \u2014 one call, no import/qualify quota. (Distinct from \`leadbay_import_and_qualify\`, which is for importing *lists of companies*, not attaching a single person.)
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+
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+ The created contact starts unenriched \u2014 if it has no email/phone, enrich it via \`leadbay_enrich_titles\`. The undo is \`leadbay_remove_contact\` (pass the returned \`contact.id\`).
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+
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+ Returns \`{ added: true, lead_id, contact: { id, first_name, last_name, job_title, linkedin_page, email, phone_number, \u2026 } }\`.
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+
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+ Requires: LEADBAY_MCP_WRITE=1 (MCP) or exposeWrite=true (OpenClaw).
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  `;
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  leadbay_add_leads_to_campaign = `## WHEN TO USE
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@@ -7237,6 +7277,42 @@ WHEN TO USE: low-level.
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  WHEN NOT TO USE: from agent flow \u2014 use leadbay_answer_clarification.
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  This tool MUTATES state. The caller (agent or human-in-the-loop) is responsible for confirming intent before invocation; the MCP server does not soft-prompt for confirmation. See \`annotations.destructiveHint\`.
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+ `;
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+ leadbay_pin_contact = `## WHEN TO USE
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+
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+ Trigger phrases: "pin this contact", "mark this person as priority", "make this the main contact", "favourite this contact".
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+
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+ **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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+
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+ Do NOT use for: "unpin / remove the pin" \u2192 \`leadbay_unpin_contact\`; "add a contact to this company" \u2192 \`leadbay_add_contact\`; "remove / delete this contact" \u2192 \`leadbay_remove_contact\`.
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+
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+ Prefer when: user wants ONE person flagged as the priority on a company \u2014 pass that contact's own \`contact_id\`
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+
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+ Examples that SHOULD invoke this tool:
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+ - "Pin Jane Doe as the main contact on this company."
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+ - "Mark this person as the priority contact."
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+ - "Favourite that contact so it shows first."
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+
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+ Examples that should NOT invoke this tool (sound similar, route elsewhere):
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+ - "Add a contact to this company."
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+ - "Remove that contact, wrong person."
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+ - "Stop showing me this lead."
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+
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+ ## RENDER (quick)
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+
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+ One-line confirmation that the named contact (or id) is now pinned. No table.
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+
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+ ---
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+
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+ Pin a single contact on a company so it surfaces first as a priority / favourite. Use when the user wants to flag a specific person as the one to focus on.
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+
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+ Pass the contact's **own** \`contact_id\` (the \`id\` field on a contact object from \`leadbay_research_lead_by_id\` or a contacts list) \u2014 **not** the parent lead id.
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+
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+ Backend: \`POST /contacts/{contact_id}/pin\` \u2192 204. Idempotent. The inverse is \`leadbay_unpin_contact\`.
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+
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+ Returns \`{ pinned: true, contact_id, action: "pinned" }\`.
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+
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+ Requires: LEADBAY_MCP_WRITE=1 (MCP) or exposeWrite=true (OpenClaw).
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  `;
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  leadbay_prepare_outreach = `## WHEN TO USE
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@@ -7461,9 +7537,9 @@ table. Detail + status priority below.
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  Pull KNOWN leads from the user's Monitor view \u2014 the re-engagement entry point. Use when the user asks "what should I follow up on", "leads I haven't contacted", "leads in [city]", "before my trip", or any phrasing implying pre-existing pipeline context. For NEW leads from Discover, use \`leadbay_pull_leads\`.
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- Backend: wraps \`GET /1.5/monitor?personal=&liked=&filtered=&count=&page=\` plus, when \`set_filter\` is supplied, a preceding \`POST /1.5/monitor/filter\` to persist the filter server-side. The Monitor filter is a single \`FilterItem\` per user \u2014 refreshing the page restores it.
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+ Backend: wraps \`GET /1.5/monitor?personal=&liked=&filtered=&count=&page=\` plus, when \`set_filter\` is supplied, a preceding \`POST /1.5/monitor/filter\`. The Monitor filter is a single \`FilterItem\` per user \u2014 refreshing restores it.
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- **Filter mechanism \u2014 store-then-apply.** Pass \`set_filter: { criteria: FilterCriterion[] }\` to overwrite the server-stored filter, then the composite re-fetches with \`filtered:true\`. \`FilterCriterion\` is the backend's \`anyOf\` over 10 typed criteria: \`size\`, \`keywords\`, \`sector_ids\`, \`location_ids\`, \`custom_field\`, \`custom_field_comparison\`, \`yc\`, \`liked\`, \`last_action\` (filters by MonitorActionType enum), \`last_action_date\` (with \`last_days\` for "last N days").
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+ **Filter mechanism \u2014 store-then-apply.** Pass \`set_filter: { criteria: FilterCriterion[] }\` to overwrite the server-stored filter, then the composite re-fetches with \`filtered:true\`. \`FilterCriterion\` is the backend's \`anyOf\` over 10 typed criteria: \`size\`, \`keywords\`, \`sector_ids\`, \`location_ids\`, \`custom_field\`(\`_comparison\`), \`yc\`, \`liked\`, \`last_action\` (MonitorActionType enum), \`last_action_date\` (with \`last_days\`).
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  Practical mapping from user phrasing to criterion:
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@@ -7476,11 +7552,11 @@ Practical mapping from user phrasing to criterion:
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  | "leads 50\u2013200 employees" | \`{type: "size", sizes: [{min: 50, max: 200}]}\` |
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  | "Y Combinator companies" | \`{type: "yc"}\` |
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7479
- Geo filtering needs \`admin_area_id\` resolution \u2014 backend rejects free-text in \`location_ids\`. Pass \`city: "<free-text>"\` and the composite calls \`/geo/search\` internally, picks the best match, merges its id into \`set_filter\`. Ambiguous matches return \`status: "ambiguous_locations"\` + \`location_ambiguities[]\` \u2014 pick an id and re-call with \`city_id\`. For multi-city cases, call \`leadbay_list_locations\` then pass \`set_filter.criteria\` with \`{type: "location_ids", is_excluded: false, locations: [...]}\`.
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+ Geo filtering needs \`admin_area_id\` resolution \u2014 backend rejects free-text in \`location_ids\`. Pass \`city: "<free-text>"\` and the composite calls \`/geo/search\` internally, picks the best match, merges its id into \`set_filter\`. Ambiguous matches return \`status: "ambiguous_locations"\` + \`location_ambiguities[]\` \u2014 pick an id and re-call with \`city_id\`.
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- **Place names go through \`city\`, NEVER \`keywords\`.** This includes any geographic token the user names \u2014 cities (\`"Berlin"\`, \`"NYC"\`), states / provinces / regions (\`"Texas"\`, \`"California"\`, \`"Bavaria"\`), countries (\`"France"\`, \`"United States"\`), neighborhoods (\`"Brooklyn"\`, \`"SoHo"\`). The \`/geo/search\` resolver handles all admin levels \u2014 level 4 (state) and level 2 (country) resolve just as well as level 5 (city). If you put \`"Texas"\` in \`keywords\` you get a TEXT-MATCH against company descriptions (\u22480 hits) instead of a real state filter. If a place name resolves ambiguously, surface the choices to the user \u2014 do NOT silently fall back to keyword search or to the unfiltered Monitor view. If \`keywords: ["Texas"]\` returned empty, the next call is \`city: "Texas"\`, not \`keywords: []\`.
7557
+ **Place names go through \`city\`, NEVER \`keywords\`.** Any geographic token the user names \u2014 cities (\`"Berlin"\`), states/regions (\`"Texas"\`, \`"Bavaria"\`), countries (\`"France"\`), neighborhoods (\`"Brooklyn"\`) \u2014 resolves via \`/geo/search\` (all admin levels). A place name in \`keywords\` becomes a TEXT-MATCH against company descriptions (\u22480 hits), not a real filter. If a place resolves ambiguously, surface the choices \u2014 never silently fall back to keyword search or the unfiltered view.
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7558
 
7483
- **Pushback exclusion.** Leads with active pushback (\`pushback_status\` set and \`pushback_until > today\`) are excluded from the response. The composite enforces this client-side; \`total_excluded_by_pushback\` in the output reports how many rows were dropped.
7559
+ **Pushback exclusion.** Leads with active pushback (\`pushback_status\` set, \`pushback_until > today\`) are excluded client-side; \`total_excluded_by_pushback\` reports how many rows were dropped.
7484
7560
 
7485
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  WHEN TO USE: re-engaging pipeline ("what should I follow up on", "stale leads"), filtering monitored leads by city / sector / recency / action type / liked. The canonical orchestrator is the \`leadbay_followup_check_in\` prompt.
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7562
 
@@ -7488,6 +7564,16 @@ WHEN NOT TO USE: for NEW leads \u2014 that's \`leadbay_pull_leads\` (Discover).
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7564
 
7489
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  **Anti-confusion guardrail.** Iterating \`pull_leads\` pages looking for \`prospecting_actions_count > 0\` or \`notes_count > 0\` rows is the wrong entry point \u2014 the two read different tables. Leads with follow-up history live in \`pull_followups\`.
7490
7566
 
7567
+ **SIGNAL HONESTY \u2014 never infer signals from freshness.** \`stale_at\`,
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+ \`web_fetch_in_progress\`, \`fetch_at\` are freshness markers, not signal
7569
+ indicators \u2014 signal presence is read ONLY from the actual \`signals[]\` /
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+ \`web_fetch.content\` entries. For "which of my leads have signal X" across a
7571
+ portfolio, call **\`leadbay_scan_portfolio_signals\`** (bulk-reads cached
7572
+ signals); don't loop \`leadbay_research_lead_by_id\` per lead or guess from
7573
+ freshness. A lead with no cached content is \`not_researched\`, not "no match";
7574
+ never report a signal verdict for a lead you never read.
7575
+
7576
+
7491
7577
  ---
7492
7578
 
7493
7579
  ## RENDERING \u2014 follow-ups table, status-badge driven
@@ -7822,6 +7908,43 @@ WHEN TO USE: when audience filters (leadbay_adjust_audience) aren't enough.
7822
7908
  WHEN NOT TO USE: to answer a pending clarification \u2014 that's leadbay_answer_clarification.
7823
7909
 
7824
7910
  This tool MUTATES state. The caller (agent or human-in-the-loop) is responsible for confirming intent before invocation; the MCP server does not soft-prompt for confirmation. See \`annotations.destructiveHint\`.
7911
+ `;
7912
+ leadbay_remove_contact = `## WHEN TO USE
7913
+
7914
+ Trigger phrases: "remove this contact", "delete this contact", "take this person off the company", "that contact is wrong \u2014 get rid of it", "undo the contact I just added".
7915
+
7916
+ **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
7917
+
7918
+ Do NOT use for: "add a contact to this company" \u2192 \`leadbay_add_contact\`; "stop showing me this lead / not interested" \u2192 \`leadbay_dislike_lead\`.
7919
+
7920
+ Prefer when: user wants a specific PERSON gone from a company \u2014 pass that contact's own \`contact_id\` (from a contacts list), not the lead id
7921
+
7922
+ Examples that SHOULD invoke this tool:
7923
+ - "Remove Jane Doe from that company \u2014 I added her by mistake."
7924
+ - "Delete this contact, it's the wrong person."
7925
+ - "Undo the contact I just added to Acme."
7926
+
7927
+ Examples that should NOT invoke this tool (sound similar, route elsewhere):
7928
+ - "Stop showing me this lead."
7929
+ - "Add a contact to this company."
7930
+ - "Show me today's leads."
7931
+
7932
+ ## RENDER (quick)
7933
+
7934
+ One-line confirmation: name the contact (or id) and that it was removed
7935
+ from the company. No table.
7936
+
7937
+ ---
7938
+
7939
+ Remove a single contact from a company by archiving it. This is the **undo** for the add-a-contact path (\`leadbay_add_contact\`) \u2014 when a rep adds the wrong person, or finds a stale contact, this takes them off the company.
7940
+
7941
+ Pass the contact's **own** \`contact_id\` \u2014 the \`id\` field on a contact object returned by \`leadbay_research_lead_by_id\` or the contacts list. **Not** the parent lead id; the archive endpoint is keyed by the contact directly.
7942
+
7943
+ Backend: \`POST /contacts/{contact_id}/archive\` \u2192 204. Archive is a **soft-delete** \u2014 the contact leaves the company's active contact list (the same action the Leadbay web UI's contact "delete" fires). Idempotent: archiving an already-archived contact is a no-op.
7944
+
7945
+ Returns \`{ archived: true, contact_id, action: "archived" }\`.
7946
+
7947
+ Requires: LEADBAY_MCP_WRITE=1 (MCP) or exposeWrite=true (OpenClaw).
7825
7948
  `;
7826
7949
  leadbay_remove_epilogue = `Bulk-clear the epilogue status from a set of leads.
7827
7950
 
@@ -7951,7 +8074,7 @@ Trigger phrases: "tell me about this lead", "deep dive on the lead I just picked
7951
8074
 
7952
8075
  **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
7953
8076
 
7954
- Do NOT use for: "company name without lead id" \u2192 \`leadbay_research_lead_by_name_fuzzy\`; "draft outreach for <Contact>" \u2192 \`leadbay_prepare_outreach\`.
8077
+ Do NOT use for: "company name without lead id" \u2192 \`leadbay_research_lead_by_name_fuzzy\`; "draft outreach for <Contact>" \u2192 \`leadbay_prepare_outreach\`; "add a contact to this company" \u2192 \`leadbay_add_contact\`.
7955
8078
 
7956
8079
  Prefer when: user picked a row and you have its UUID; pass \`leadId\`
7957
8080
 
@@ -7966,42 +8089,46 @@ Examples that should NOT invoke this tool (sound similar, route elsewhere):
7966
8089
  ---
7967
8090
 
7968
8091
  Tell me everything decision-relevant about a single lead, identified by its
7969
- Leadbay UUID. Bundles the lens-scoped lead profile, the AI qualification
7970
- answers (the agent's knowledge-base food), the structured web-research signals
7971
- (with hot flags + sources), the two-tier contact set (\`enriched\` + \`org\`), the
7972
- unified \`recent_activities\` timeline, the engagement counts, and a
7973
- \`_meta.has_reachable_contact\` hint that drives NEXT STEPS. Order is
7974
- deliberate: qualification first, then signals, then firmographics, then
7975
- contacts, then recent activity.
7976
-
7977
- Scoring has two layers: the basic \`score\` (firmographic, always present,
7978
- already decent) and the AI qualification layer (\`ai_agent_lead_score\` +
7979
- per-question answers + web_fetch signals). The AI layer is pre-populated for
7980
- roughly the top 10 of each daily batch, and on-demand (via
7981
- leadbay_bulk_qualify_leads) for anything below that. Combine both layers when
7982
- judging a lead.
7983
-
7984
- The companion tool **leadbay_research_lead_by_name_fuzzy** wraps this one for
7985
- the case where the user names a company in prose without a UUID \u2014 it
7986
- fuzzy-resolves the name against the active lens's wishlist, then delegates
7987
- here. Both return the same shape; the fuzzy wrapper just adds
7988
- \`_meta.resolved_from\` and \`_meta.match_candidates\` so you can offer
7989
- disambiguation.
8092
+ Leadbay UUID. Bundles the lens-scoped profile, AI qualification answers,
8093
+ structured web-research signals (hot flags + sources), the two-tier contact set
8094
+ (\`enriched\` + \`org\`), the unified \`recent_activities\` timeline, engagement
8095
+ counts, and a \`_meta.has_reachable_contact\` hint that drives NEXT STEPS. Order
8096
+ is deliberate: qualification, signals, firmographics, contacts, recent activity.
8097
+
8098
+ Scoring has two layers: the basic \`score\` (firmographic, always present) and
8099
+ the AI qualification layer (\`ai_agent_lead_score\` + per-question answers +
8100
+ web_fetch signals). The AI layer is pre-populated for roughly the top 10 of
8101
+ each daily batch, and on-demand (via leadbay_bulk_qualify_leads) below that.
8102
+ Combine both when judging a lead.
8103
+
8104
+ The companion **leadbay_research_lead_by_name_fuzzy** wraps this one when the
8105
+ user names a company without a UUID: it fuzzy-resolves against the active
8106
+ lens's wishlist, then delegates here. Same shape, plus \`_meta.resolved_from\` /
8107
+ \`_meta.match_candidates\`.
7990
8108
 
7991
8109
  WHEN TO USE: when picking up a single lead from
7992
8110
  leadbay_pull_leads (or any list that exposed a leadId) to decide whether to
7993
8111
  act on it.
7994
8112
 
7995
8113
  WHEN NOT TO USE: across many leads at once \u2014 that's
7996
- leadbay_pull_leads' job. (This composite supersedes the lower-level
7997
- leadbay_get_lead_profile in agent flow; the granular tool stays available for
7998
- fine-grained access.)
7999
-
8000
- **Concurrency note**: this is a composite that reads many sub-resources per
8001
- call. Call it **sequentially** or in small batches (\u22643 parallel) when
8002
- researching multiple leads. Firing 10+ in parallel can saturate the transport
8003
- and produce misleading \`"Tool permission stream closed"\` errors that look like
8004
- permission failures but are really backpressure. On a transient
8114
+ leadbay_pull_leads' job (portfolio-wide signal questions go to
8115
+ leadbay_scan_portfolio_signals; see below). This composite supersedes the
8116
+ lower-level leadbay_get_lead_profile.
8117
+
8118
+ **SIGNAL HONESTY \u2014 never infer signals from freshness.** \`stale_at\`,
8119
+ \`web_fetch_in_progress\`, \`fetch_at\` are freshness markers, not signal
8120
+ indicators \u2014 signal presence is read ONLY from the actual \`signals[]\` /
8121
+ \`web_fetch.content\` entries. For "which of my leads have signal X" across a
8122
+ portfolio, call **\`leadbay_scan_portfolio_signals\`** (bulk-reads cached
8123
+ signals); don't loop \`leadbay_research_lead_by_id\` per lead or guess from
8124
+ freshness. A lead with no cached content is \`not_researched\`, not "no match";
8125
+ never report a signal verdict for a lead you never read.
8126
+
8127
+
8128
+ **Concurrency note**: this composite reads many sub-resources per call. Call
8129
+ it **sequentially or in small batches (\u22643 parallel)**. Firing 10+ in parallel
8130
+ saturates the transport and produces misleading \`"Tool permission stream
8131
+ closed"\` errors \u2014 that's backpressure, not a permission failure. On a transient
8005
8132
  stream/timeout failure, retry the same lead once before moving on.
8006
8133
 
8007
8134
  ---
@@ -8365,6 +8492,178 @@ Below the table, a one-liner: \`"Ready: K rows \xB7 Ambiguous: A rows \xB7 Unmat
8365
8492
  | Ambiguous rows present | "Inspect candidates for each ambiguous row" | (re-call with include_candidate_profiles=true) |
8366
8493
  | Unmatched rows but websites present | "Import anyway \u2014 Leadbay will crawl and match later" | leadbay_import_leads (status check after) |
8367
8494
  | User wants to skip rows they can't ID | "Drop unmatched rows and import the rest" | leadbay_import_leads (with filtered records) |
8495
+ `;
8496
+ leadbay_scan_portfolio_signals = `## WHEN TO USE
8497
+
8498
+ Trigger phrases: "which of my leads <did X>", "find leads that <raised / acquired / hired / moved / changed CEO>", "scan my portfolio for <signal>", "identify all the ones that <event> since <date>", "who in Monitor has a <funding / M&A / hiring> signal", "build a campaign from leads with <signal>".
8499
+
8500
+ **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
8501
+
8502
+ Do NOT use for: "research one named company" \u2192 \`leadbay_research_lead_by_name_fuzzy\`; "everything about lead <UUID>" \u2192 \`leadbay_research_lead_by_id\`; "qualify my next N leads (they aren't researched yet)" \u2192 \`leadbay_bulk_qualify_leads\`; "just list my follow-ups" \u2192 \`leadbay_pull_followups\`.
8503
+
8504
+ Prefer when: user wants to FILTER a known portfolio by a web-research signal in bulk \u2014 pass \`query\`, optionally \`since\`, \`city\`/\`set_filter\`, or \`leadIds\`
8505
+
8506
+ Examples that SHOULD invoke this tool:
8507
+ - "Which of my leads acquired a company since 2025?"
8508
+ - "Scan my Lyon portfolio for funding signals."
8509
+ - "Find everyone in Monitor who changed CEO and build a campaign."
8510
+
8511
+ Examples that should NOT invoke this tool (sound similar, route elsewhere):
8512
+ - "Look up Acme Corp for me."
8513
+ - "Show me my follow-ups."
8514
+ - "Qualify my next 10 leads."
8515
+
8516
+ ## RENDER (quick)
8517
+
8518
+ Cohort grouped by lead: one block per matched lead (name \xB7 location +
8519
+ its matched signal entries, hot first, source-linked). Open with
8520
+ "N match <query> (M scanned)"; ALWAYS close with an honesty footer \u2014
8521
+ "scanned N \xB7 matched M \xB7 K not yet researched". Never present
8522
+ not_researched leads as "no signal". Full layout below.
8523
+
8524
+ ---
8525
+
8526
+ Scan a known portfolio for a specific web-research signal in one call. This is
8527
+ the bulk, read-only answer to "which of my leads have signal X" \u2014 the question
8528
+ that otherwise forces a per-lead \`leadbay_research_lead_by_id\` loop (one full
8529
+ profile call per lead, slow and quota-heavy).
8530
+
8531
+ **Reads CACHED signals only \u2014 does not trigger new research.** For each lead in
8532
+ scope it reads \`GET /leads/{id}/web_fetch\` (the already-computed web-research
8533
+ signals) and filters the entries against \`query\`. It issues NO web_fetch POST,
8534
+ so it does not consume AI qualification credits and does not re-crawl. Leads
8535
+ that have no cached content (never qualified, or still in progress) are
8536
+ reported in \`not_researched\` \u2014 they are **NOT** silently treated as "no
8537
+ match". Qualify them with \`leadbay_bulk_qualify_leads\`, then re-scan.
8538
+
8539
+ **Scope.** Pass \`leadIds\` for an explicit cohort, or omit it to scan the
8540
+ Monitor portfolio. Narrow the Monitor scope with \`city\` / \`set_filter\` exactly
8541
+ as \`leadbay_pull_followups\` does (store-then-apply server-side filter). The
8542
+ scan is bounded by \`max_leads\` (default 200, hard cap 300); when the portfolio
8543
+ is larger, \`truncated_at\` is set and coverage is partial \u2014 say so.
8544
+
8545
+ **Query.** \`query\` is matched case- and accent-insensitively against each
8546
+ signal entry's description, source, and section label. Comma- or
8547
+ space-separated terms are OR'd ("M&A, acquisition, rachet\xE9" matches any). Use
8548
+ \`since\` (ISO date) to keep only entries dated on/after it \u2014 entries with no
8549
+ date are kept (a missing date is not evidence the event is old).
8550
+
8551
+ **Result is campaign-ready.** \`matched[]\` carries \`lead_id\`, \`name\`,
8552
+ \`location\`, and the matching \`matched_signals[]\` (section + hot + source +
8553
+ date + description). Feed the matched \`lead_id\`s straight into
8554
+ \`leadbay_add_leads_to_campaign\` / \`leadbay_create_campaign\`.
8555
+
8556
+ On a 429 mid-scan, partial \`matched\` is returned with \`quota_exceeded: true\` \u2014
8557
+ offer the user wait-for-reset OR a top-up link (both unblock; a top-up clears
8558
+ the throttle immediately).
8559
+
8560
+ **SIGNAL HONESTY \u2014 never infer signals from freshness.** \`stale_at\`,
8561
+ \`web_fetch_in_progress\`, \`fetch_at\` are freshness markers, not signal
8562
+ indicators \u2014 signal presence is read ONLY from the actual \`signals[]\` /
8563
+ \`web_fetch.content\` entries. For "which of my leads have signal X" across a
8564
+ portfolio, call **\`leadbay_scan_portfolio_signals\`** (bulk-reads cached
8565
+ signals); don't loop \`leadbay_research_lead_by_id\` per lead or guess from
8566
+ freshness. A lead with no cached content is \`not_researched\`, not "no match";
8567
+ never report a signal verdict for a lead you never read.
8568
+
8569
+
8570
+ WHEN TO USE: when the user wants to filter a known
8571
+ portfolio by a web-research signal across many leads at once \u2014 discovering a
8572
+ cohort to act on, not inspecting a single lead.
8573
+
8574
+ WHEN NOT TO USE: for a single named company
8575
+ (leadbay_research_lead_by_name_fuzzy) or one lead by UUID
8576
+ (leadbay_research_lead_by_id); to qualify leads that have no signals yet
8577
+ (leadbay_bulk_qualify_leads); or to just list follow-ups with no signal filter
8578
+ (leadbay_pull_followups).
8579
+
8580
+ ---
8581
+
8582
+ ## RENDERING \u2014 bulk signal-scan results
8583
+
8584
+ The output is a cohort, grouped by lead. Lead with the matches, end with an
8585
+ honesty footer \u2014 never hide what wasn't scanned.
8586
+
8587
+ ### Matched leads
8588
+
8589
+ Open with a one-line headline: \`**N leads match "<query>"** (M scanned).\`
8590
+
8591
+ Then one block per \`matched[]\` lead, ordered with \`hot\` matches first. Emit
8592
+ each as a host-parseable per-lead block so the chat host's place-card
8593
+ auto-detector can render it (per the repo "feed the address auto-detector"
8594
+ convention):
8595
+
8596
+ \`\`\`
8597
+ ### <name> \xB7 <location>
8598
+
8599
+ <for each matched_signal, one bullet>
8600
+ - **<section_emoji> <section_label>** \u2014 <description> <\u{1F525} if hot> ([source](<source>), <date>)
8601
+ \`\`\`
8602
+
8603
+ - **Bold** the description of \`hot: true\` entries; leave cold entries plain.
8604
+ - Render \`source\` as a markdown link \`([source](url), date)\`; omit the date
8605
+ when null, omit the link when \`source\` is empty.
8606
+ - Cap to the 3 strongest signals per lead (hot first, then by date desc); if a
8607
+ lead has more, end its block with \`_+K more signals_\`.
8608
+ - When \`name\` is null (the scan was scoped by \`leadIds\` and the read failed to
8609
+ carry firmographics), fall back to \`### Lead <lead_id>\` \u2014 but prefer to enrich
8610
+ the name via the matched lead's own data when available.
8611
+
8612
+ ### Honesty footer (ALWAYS print)
8613
+
8614
+ A single italic line summarising coverage:
8615
+
8616
+ \`_Scanned N \xB7 matched M \xB7 K had no cached signals (not yet researched)._\`
8617
+
8618
+ - When \`not_researched\` is non-empty, this is load-bearing: state plainly that
8619
+ those K leads were NOT searched and were NOT counted as "no match". Offer to
8620
+ qualify them and re-scan (see NEXT STEPS).
8621
+ - When \`truncated_at\` is set, add: \`_Coverage partial \u2014 only the first <truncated_at>
8622
+ leads were scanned; narrow the scope or raise max_leads._\`
8623
+ - When \`quota_exceeded\` is true, add the wait-or-top-up offer.
8624
+
8625
+ **Hide:** raw \`lead_id\` in prose (use it only for the campaign call), \`_meta\`,
8626
+ empty arrays, any freshness field. NEVER present \`not_researched\` leads as
8627
+ "no signal found".
8628
+
8629
+
8630
+ ---
8631
+
8632
+ ## NEXT STEPS \u2014 after the signal scan
8633
+
8634
+ **ALWAYS render NEXT STEPS via your host's next-step widget.** Use whichever is in your tool set \u2014 the NAME and SCHEMA differ: **\`ask_user_input_v0\`** (Claude chat / ChatGPT) takes plain-string options with \`type:"single_select"\`; **\`AskUserQuestion\`** (Claude cowork / Claude Code) takes object options \`{label, description}\` plus a required short \`header\` (\u226412 chars) and \`multiSelect\`, NO \`type\` field, and never add an "Other" option (the host adds it). Match the schema to the tool you actually have \u2014 the wrong schema fails silently and you fall back to prose. Prose bullets are the fallback ONLY when NEITHER widget exists. Any turn that would end with a choice must be the widget \u2014 the widget IS the question.
8635
+
8636
+ **If the tool result carries a \`next_steps\` object, that is the source of truth \u2014 use it directly.** Each option has a short \`.label\` (\u22645 words) and a full \`.description\`. Map \`next_steps.options[]\` into your host widget VERBATIM and in order: for \`AskUserQuestion\` (cowork / Claude Code) pass each as \`{label, description}\`; for \`ask_user_input_v0\` (Claude chat / ChatGPT, string options only) pass each option's \`.description\` as the string (it's the full sentence). Do NOT reword, reorder, drop, or prose-ify them \u2014 they're built deterministically by the server so the offer (incl. the artifact option at position 0) fires every time. Fall back to the table below only when there is NO \`next_steps\` field.
8637
+
8638
+ **One exception \u2014 skip the widget** when the user's original message contained a complete sequential instruction chain ("show me X and then do Y") AND all stated steps have been completed. In that case, end with STOP directly \u2014 the user stated their full plan and does not need a "what next?" prompt.
8639
+ - Skip example: "Show me today's leads and then research the top one for me." \u2192 after research completes, emit STOP without the widget.
8640
+ - Do NOT skip for: plain requests ("show me today's leads", "run my check-in"), recurring-language requests ("I do this every day"), or requests where only one action was stated.
8641
+
8642
+ Pick 2\u20134 rows from the (Observation, Suggest, Calls) table below most relevant to the response, then call your host's widget with ITS schema (per the schema rules above \u2014 wrong schema fails silently):
8643
+ - \`ask_user_input_v0\`: \`{questions:[{question,type:"single_select",options:["<Suggest 1>","<Suggest 2>"]}]}\`
8644
+ - \`AskUserQuestion\`: \`{questions:[{question,header:"Next step",multiSelect:false,options:[{label:"<\u22645 words>",description:"<Suggest 1>"}]}]}\`
8645
+
8646
+ User picks \u2192 call the matching \`Calls\` tool. Constraints: 2\u20134 mutually-exclusive options, AskUserQuestion labels \u22645 words (full text in \`description\`), max 3 questions. Table stays internal; never recite it.
8647
+
8648
+ ---
8649
+
8650
+
8651
+
8652
+ The scan exists to BUILD A COHORT, not just to list. The default next move is
8653
+ almost always "turn the matched leads into a campaign."
8654
+
8655
+ | Observation | Suggest | Calls |
8656
+ |---------------------------------------------------|--------------------------------------------------------------|----------------------------------------------------------------------------------------|
8657
+ | \`matched\` non-empty (top of menu) | "Build a campaign from the N matched leads" | leadbay_create_campaign / leadbay_add_leads_to_campaign(matched lead_ids) |
8658
+ | \`not_researched\` non-empty | "K leads aren't researched yet \u2014 qualify them, then re-scan" | leadbay_bulk_qualify_leads(not_researched lead_ids) \u2192 re-run leadbay_scan_portfolio_signals |
8659
+ | Zero matches but leads were researched | "Widen the query (synonyms) or relax \`since\`" | leadbay_scan_portfolio_signals(query: "<broader terms>", since: omit-or-earlier) |
8660
+ | \`truncated_at\` set | "Scan only covered N \u2014 narrow scope or raise the cap" | leadbay_scan_portfolio_signals({city / set_filter}) or raise \`max_leads\` |
8661
+ | One standout matched lead | "Open that lead's full brief" | leadbay_research_lead_by_id(leadId) |
8662
+ | \`quota_exceeded\` | "Wait for reset OR top up to finish the scan" | leadbay_create_topup_link |
8663
+
8664
+ NEVER report leads in \`not_researched\` as if they had no matching signal \u2014 they
8665
+ were never read. Distinguish "no signal X found" (researched, no match) from
8666
+ "not yet researched" (no data to search) every time.
8368
8667
  `;
8369
8668
  leadbay_seed_candidates = `## WHEN TO USE
8370
8669
 
@@ -8558,6 +8857,81 @@ WHEN NOT TO USE: if the user only wants follow-ups (use \`leadbay_followups_map\
8558
8857
  **Response envelope**: \`{city, city_id, monitor_leads, discover_leads, discover_filter_note, _meta}\` on happy path; \`{status: "ambiguous_locations", location_ambiguities, ...}\` when the passed \`city\` matched multiple admin areas.
8559
8858
 
8560
8859
  ---
8860
+ `;
8861
+ leadbay_unpin_contact = `## WHEN TO USE
8862
+
8863
+ Trigger phrases: "unpin this contact", "remove the pin from this contact", "this person isn't the priority anymore", "unfavourite this contact".
8864
+
8865
+ **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
8866
+
8867
+ Do NOT use for: "pin / mark as priority" \u2192 \`leadbay_pin_contact\`; "remove / delete this contact" \u2192 \`leadbay_remove_contact\`.
8868
+
8869
+ Prefer when: user wants to clear the pinned flag on a contact (but keep the contact) \u2014 pass that contact's own \`contact_id\`
8870
+
8871
+ Examples that SHOULD invoke this tool:
8872
+ - "Unpin Jane Doe \u2014 she's not the priority anymore."
8873
+ - "Remove the pin from that contact."
8874
+ - "Unfavourite this person."
8875
+
8876
+ Examples that should NOT invoke this tool (sound similar, route elsewhere):
8877
+ - "Pin this contact as priority."
8878
+ - "Remove that contact entirely."
8879
+ - "Add a new contact to this company."
8880
+
8881
+ ## RENDER (quick)
8882
+
8883
+ One-line confirmation that the named contact (or id) is no longer pinned.
8884
+ No table.
8885
+
8886
+ ---
8887
+
8888
+ Unpin a single contact on a company \u2014 clears its priority / favourite flag. The contact stays on the company; only the pin is removed (to remove the contact entirely, use \`leadbay_remove_contact\`).
8889
+
8890
+ Pass the contact's **own** \`contact_id\` \u2014 not the parent lead id.
8891
+
8892
+ Backend: \`POST /contacts/{contact_id}/unpin\` \u2192 204. Idempotent. The inverse is \`leadbay_pin_contact\`.
8893
+
8894
+ Returns \`{ pinned: false, contact_id, action: "unpinned" }\`.
8895
+
8896
+ Requires: LEADBAY_MCP_WRITE=1 (MCP) or exposeWrite=true (OpenClaw).
8897
+ `;
8898
+ leadbay_update_contact = `## WHEN TO USE
8899
+
8900
+ Trigger phrases: "update this contact", "fix this contact's title", "change their email / phone / LinkedIn", "edit this person's details", "correct the contact's name".
8901
+
8902
+ **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
8903
+
8904
+ Do NOT use for: "add a new contact to this company" \u2192 \`leadbay_add_contact\`; "remove / delete this contact" \u2192 \`leadbay_remove_contact\`; "get email/phone for a contact (enrichment)" \u2192 \`leadbay_enrich_titles\`.
8905
+
8906
+ Prefer when: user wants to change details on an EXISTING contact \u2014 pass that contact's own \`contact_id\` plus first_name + last_name (required) and the fields to change
8907
+
8908
+ Examples that SHOULD invoke this tool:
8909
+ - "Update Jane's title to SVP Engineering."
8910
+ - "Fix this contact's LinkedIn URL."
8911
+ - "Change John's email to john@acme.com."
8912
+
8913
+ Examples that should NOT invoke this tool (sound similar, route elsewhere):
8914
+ - "Add a new contact to this company."
8915
+ - "Remove that contact, wrong person."
8916
+ - "Get me the email for this contact."
8917
+
8918
+ ## RENDER (quick)
8919
+
8920
+ One-line confirmation naming the contact and what changed. No table.
8921
+
8922
+ ---
8923
+
8924
+ Edit an existing contact in place \u2014 change their \`job_title\`, \`linkedin_page\`, \`email\`, \`phone_number\`, or name.
8925
+
8926
+ Pass the contact's **own** \`contact_id\` (the \`id\` field from \`leadbay_research_lead_by_id\` or a contacts list) \u2014 **not** the parent lead id.
8927
+
8928
+ **\`first_name\` + \`last_name\` are required even on an edit.** The backend validates the full contact identity and rejects a partial body (\`invalid contact\`). So pass the contact's *current* first/last name even when you're only changing the title \u2014 read the current values via \`leadbay_research_lead_by_id\` first if you don't have them.
8929
+
8930
+ Backend: \`POST /contacts/{contact_id}/update\` (snake_case body) \u2192 200 with the updated contact. Edits in place (same id). Camel-case bodies are rejected.
8931
+
8932
+ Returns \`{ updated: true, contact_id, contact: { id, first_name, last_name, job_title, linkedin_page, email, phone_number } }\`.
8933
+
8934
+ Requires: LEADBAY_MCP_WRITE=1 (MCP) or exposeWrite=true (OpenClaw).
8561
8935
  `;
8562
8936
  leadbay_update_lens = `Update lens metadata (name, description, mode flags). Does NOT change the audience filter \u2014 use leadbay_update_lens_filter for that.
8563
8937
 
@@ -12978,6 +13352,250 @@ var init_dislike_lead = __esm({
12978
13352
  }
12979
13353
  });
12980
13354
 
13355
+ // ../core/dist/tools/add-contact.js
13356
+ var addContact;
13357
+ var init_add_contact = __esm({
13358
+ "../core/dist/tools/add-contact.js"() {
13359
+ "use strict";
13360
+ init_tool_descriptions_generated();
13361
+ addContact = {
13362
+ name: "leadbay_add_contact",
13363
+ description: leadbay_add_contact,
13364
+ write: true,
13365
+ annotations: {
13366
+ title: "Add a contact",
13367
+ readOnlyHint: false,
13368
+ destructiveHint: false,
13369
+ idempotentHint: false,
13370
+ openWorldHint: true
13371
+ },
13372
+ inputSchema: {
13373
+ type: "object",
13374
+ properties: {
13375
+ lead_id: {
13376
+ type: "string",
13377
+ description: "UUID of the parent company (lead) to attach the contact to. The contact is created on this company."
13378
+ },
13379
+ first_name: { type: "string", description: "Contact first name." },
13380
+ last_name: { type: "string", description: "Contact last name." },
13381
+ job_title: { type: "string", description: "Contact job title (optional)." },
13382
+ linkedin_page: {
13383
+ type: "string",
13384
+ description: "Contact LinkedIn profile URL (optional)."
13385
+ },
13386
+ email: { type: "string", description: "Contact email (optional)." },
13387
+ phone_number: {
13388
+ type: "string",
13389
+ description: "Contact phone number (optional, free-form)."
13390
+ }
13391
+ },
13392
+ required: ["lead_id", "first_name", "last_name"],
13393
+ additionalProperties: false
13394
+ },
13395
+ execute: async (client, params, _ctx) => {
13396
+ const body = {
13397
+ first_name: params.first_name,
13398
+ last_name: params.last_name
13399
+ };
13400
+ if (params.job_title != null)
13401
+ body.job_title = params.job_title;
13402
+ if (params.linkedin_page != null)
13403
+ body.linkedin_page = params.linkedin_page;
13404
+ if (params.email != null)
13405
+ body.email = params.email;
13406
+ if (params.phone_number != null)
13407
+ body.phone_number = params.phone_number;
13408
+ const contact = await client.request("POST", `/leads/${params.lead_id}/contacts`, body);
13409
+ return { added: true, lead_id: params.lead_id, contact };
13410
+ }
13411
+ };
13412
+ }
13413
+ });
13414
+
13415
+ // ../core/dist/tools/remove-contact.js
13416
+ var removeContact;
13417
+ var init_remove_contact = __esm({
13418
+ "../core/dist/tools/remove-contact.js"() {
13419
+ "use strict";
13420
+ init_tool_descriptions_generated();
13421
+ removeContact = {
13422
+ name: "leadbay_remove_contact",
13423
+ description: leadbay_remove_contact,
13424
+ write: true,
13425
+ annotations: {
13426
+ title: "Remove a contact",
13427
+ readOnlyHint: false,
13428
+ // Soft-delete (archive), but it does remove the contact from the active
13429
+ // list, so flag it destructive so cautious clients can confirm.
13430
+ destructiveHint: true,
13431
+ idempotentHint: true,
13432
+ openWorldHint: true
13433
+ },
13434
+ inputSchema: {
13435
+ type: "object",
13436
+ properties: {
13437
+ contact_id: {
13438
+ type: "string",
13439
+ description: "UUID of the contact to remove (the contact's own `id`, e.g. from leadbay_research_lead_by_id's contacts list \u2014 NOT the parent lead id)."
13440
+ }
13441
+ },
13442
+ required: ["contact_id"],
13443
+ additionalProperties: false
13444
+ },
13445
+ execute: async (client, params, _ctx) => {
13446
+ await client.requestVoid("POST", `/contacts/${params.contact_id}/archive`);
13447
+ return { archived: true, contact_id: params.contact_id, action: "archived" };
13448
+ }
13449
+ };
13450
+ }
13451
+ });
13452
+
13453
+ // ../core/dist/tools/pin-contact.js
13454
+ var pinContact;
13455
+ var init_pin_contact = __esm({
13456
+ "../core/dist/tools/pin-contact.js"() {
13457
+ "use strict";
13458
+ init_tool_descriptions_generated();
13459
+ pinContact = {
13460
+ name: "leadbay_pin_contact",
13461
+ description: leadbay_pin_contact,
13462
+ write: true,
13463
+ annotations: {
13464
+ title: "Pin a contact",
13465
+ readOnlyHint: false,
13466
+ destructiveHint: false,
13467
+ idempotentHint: true,
13468
+ openWorldHint: true
13469
+ },
13470
+ inputSchema: {
13471
+ type: "object",
13472
+ properties: {
13473
+ contact_id: {
13474
+ type: "string",
13475
+ description: "UUID of the contact to pin (the contact's own `id` \u2014 NOT the parent lead id)."
13476
+ }
13477
+ },
13478
+ required: ["contact_id"],
13479
+ additionalProperties: false
13480
+ },
13481
+ execute: async (client, params, _ctx) => {
13482
+ await client.requestVoid("POST", `/contacts/${params.contact_id}/pin`);
13483
+ return { pinned: true, contact_id: params.contact_id, action: "pinned" };
13484
+ }
13485
+ };
13486
+ }
13487
+ });
13488
+
13489
+ // ../core/dist/tools/unpin-contact.js
13490
+ var unpinContact;
13491
+ var init_unpin_contact = __esm({
13492
+ "../core/dist/tools/unpin-contact.js"() {
13493
+ "use strict";
13494
+ init_tool_descriptions_generated();
13495
+ unpinContact = {
13496
+ name: "leadbay_unpin_contact",
13497
+ description: leadbay_unpin_contact,
13498
+ write: true,
13499
+ annotations: {
13500
+ title: "Unpin a contact",
13501
+ readOnlyHint: false,
13502
+ destructiveHint: false,
13503
+ idempotentHint: true,
13504
+ openWorldHint: true
13505
+ },
13506
+ inputSchema: {
13507
+ type: "object",
13508
+ properties: {
13509
+ contact_id: {
13510
+ type: "string",
13511
+ description: "UUID of the contact to unpin (the contact's own `id` \u2014 NOT the parent lead id)."
13512
+ }
13513
+ },
13514
+ required: ["contact_id"],
13515
+ additionalProperties: false
13516
+ },
13517
+ execute: async (client, params, _ctx) => {
13518
+ await client.requestVoid("POST", `/contacts/${params.contact_id}/unpin`);
13519
+ return { pinned: false, contact_id: params.contact_id, action: "unpinned" };
13520
+ }
13521
+ };
13522
+ }
13523
+ });
13524
+
13525
+ // ../core/dist/tools/update-contact.js
13526
+ var updateContact;
13527
+ var init_update_contact = __esm({
13528
+ "../core/dist/tools/update-contact.js"() {
13529
+ "use strict";
13530
+ init_tool_descriptions_generated();
13531
+ updateContact = {
13532
+ name: "leadbay_update_contact",
13533
+ description: leadbay_update_contact,
13534
+ write: true,
13535
+ annotations: {
13536
+ title: "Update a contact",
13537
+ readOnlyHint: false,
13538
+ destructiveHint: false,
13539
+ idempotentHint: true,
13540
+ openWorldHint: true
13541
+ },
13542
+ inputSchema: {
13543
+ type: "object",
13544
+ properties: {
13545
+ contact_id: {
13546
+ type: "string",
13547
+ description: "UUID of the contact to edit (the contact's own `id` \u2014 NOT the parent lead id)."
13548
+ },
13549
+ first_name: {
13550
+ type: "string",
13551
+ description: "Contact first name \u2014 REQUIRED even on an edit. Pass the current value if you're not changing it."
13552
+ },
13553
+ last_name: {
13554
+ type: "string",
13555
+ description: "Contact last name \u2014 REQUIRED even on an edit. Pass the current value if you're not changing it."
13556
+ },
13557
+ // Nullable so the agent can CLEAR a field (pass null) as well as set a
13558
+ // new value. execute forwards null verbatim; the backend accepts it.
13559
+ job_title: {
13560
+ type: ["string", "null"],
13561
+ description: "Contact job title. Pass null to clear it."
13562
+ },
13563
+ linkedin_page: {
13564
+ type: ["string", "null"],
13565
+ description: "Contact LinkedIn URL. Pass null to clear it."
13566
+ },
13567
+ email: {
13568
+ type: ["string", "null"],
13569
+ description: "Contact email. Pass null to clear it."
13570
+ },
13571
+ phone_number: {
13572
+ type: ["string", "null"],
13573
+ description: "Contact phone (free-form). Pass null to clear it."
13574
+ }
13575
+ },
13576
+ required: ["contact_id", "first_name", "last_name"],
13577
+ additionalProperties: false
13578
+ },
13579
+ execute: async (client, params, _ctx) => {
13580
+ const body = {
13581
+ first_name: params.first_name,
13582
+ last_name: params.last_name
13583
+ };
13584
+ if (params.job_title !== void 0)
13585
+ body.job_title = params.job_title;
13586
+ if (params.linkedin_page !== void 0)
13587
+ body.linkedin_page = params.linkedin_page;
13588
+ if (params.email !== void 0)
13589
+ body.email = params.email;
13590
+ if (params.phone_number !== void 0)
13591
+ body.phone_number = params.phone_number;
13592
+ const contact = await client.request("POST", `/contacts/${params.contact_id}/update`, body);
13593
+ return { updated: true, contact_id: params.contact_id, contact };
13594
+ }
13595
+ };
13596
+ }
13597
+ });
13598
+
12981
13599
  // ../core/dist/composite/prepare-outreach.js
12982
13600
  function normalizeLinkedinPage2(v) {
12983
13601
  if (v == null)
@@ -14521,6 +15139,46 @@ var init_campaign_call_sheet = __esm({
14521
15139
  }
14522
15140
  });
14523
15141
 
15142
+ // ../core/dist/composite/_web-fetch-helpers.js
15143
+ function splitEmojiSection(key) {
15144
+ const m = key.match(/^([^\p{L}\p{N}\s]+)\s+(.+)$/u);
15145
+ if (m)
15146
+ return { emoji: m[1], label: m[2] };
15147
+ return { emoji: null, label: key };
15148
+ }
15149
+ function reshapeWebFetchContent(content) {
15150
+ if (!content)
15151
+ return [];
15152
+ const sections = [];
15153
+ for (const [key, val] of Object.entries(content)) {
15154
+ if (!Array.isArray(val))
15155
+ continue;
15156
+ const { emoji, label } = splitEmojiSection(key);
15157
+ sections.push({
15158
+ section_label: label,
15159
+ section_emoji: emoji,
15160
+ entries: val
15161
+ });
15162
+ }
15163
+ sections.sort((a, b) => {
15164
+ const ai = SECTION_PRIORITY.findIndex((p) => a.section_label.toLowerCase().includes(p));
15165
+ const bi = SECTION_PRIORITY.findIndex((p) => b.section_label.toLowerCase().includes(p));
15166
+ const aN = ai < 0 ? SECTION_PRIORITY.length : ai;
15167
+ const bN = bi < 0 ? SECTION_PRIORITY.length : bi;
15168
+ if (aN !== bN)
15169
+ return aN - bN;
15170
+ return a.section_label.localeCompare(b.section_label);
15171
+ });
15172
+ return sections;
15173
+ }
15174
+ var SECTION_PRIORITY;
15175
+ var init_web_fetch_helpers = __esm({
15176
+ "../core/dist/composite/_web-fetch-helpers.js"() {
15177
+ "use strict";
15178
+ SECTION_PRIORITY = ["profile", "signals", "clues"];
15179
+ }
15180
+ });
15181
+
14524
15182
  // ../core/dist/composite/research-lead-by-id.js
14525
15183
  function normalizeLinkedinPage5(v) {
14526
15184
  if (v == null)
@@ -14636,37 +15294,6 @@ _Truncated_: ${shape.truncation_hint ?? "response trimmed"}_`);
14636
15294
  }
14637
15295
  return out.join("\n");
14638
15296
  }
14639
- function splitEmojiSection(key) {
14640
- const m = key.match(/^([^\p{L}\p{N}\s]+)\s+(.+)$/u);
14641
- if (m)
14642
- return { emoji: m[1], label: m[2] };
14643
- return { emoji: null, label: key };
14644
- }
14645
- function reshapeWebFetchContent(content) {
14646
- if (!content)
14647
- return [];
14648
- const sections = [];
14649
- for (const [key, val] of Object.entries(content)) {
14650
- if (!Array.isArray(val))
14651
- continue;
14652
- const { emoji, label } = splitEmojiSection(key);
14653
- sections.push({
14654
- section_label: label,
14655
- section_emoji: emoji,
14656
- entries: val
14657
- });
14658
- }
14659
- sections.sort((a, b) => {
14660
- const ai = SECTION_PRIORITY.findIndex((p) => a.section_label.toLowerCase().includes(p));
14661
- const bi = SECTION_PRIORITY.findIndex((p) => b.section_label.toLowerCase().includes(p));
14662
- const aN = ai < 0 ? SECTION_PRIORITY.length : ai;
14663
- const bN = bi < 0 ? SECTION_PRIORITY.length : bi;
14664
- if (aN !== bN)
14665
- return aN - bN;
14666
- return a.section_label.localeCompare(b.section_label);
14667
- });
14668
- return sections;
14669
- }
14670
15297
  function isReachable(c) {
14671
15298
  if (!c)
14672
15299
  return false;
@@ -14674,13 +15301,13 @@ function isReachable(c) {
14674
15301
  const phone = typeof c.phone_number === "string" ? c.phone_number.trim() : "";
14675
15302
  return email.length > 0 || phone.length > 0;
14676
15303
  }
14677
- var SECTION_PRIORITY, researchLeadById, _innerExecute;
15304
+ var researchLeadById, _innerExecute;
14678
15305
  var init_research_lead_by_id = __esm({
14679
15306
  "../core/dist/composite/research-lead-by-id.js"() {
14680
15307
  "use strict";
14681
15308
  init_agent_memory();
15309
+ init_web_fetch_helpers();
14682
15310
  init_tool_descriptions_generated();
14683
- SECTION_PRIORITY = ["profile", "signals", "clues"];
14684
15311
  researchLeadById = {
14685
15312
  name: "leadbay_research_lead_by_id",
14686
15313
  annotations: {
@@ -15255,6 +15882,326 @@ var init_account_history = __esm({
15255
15882
  }
15256
15883
  });
15257
15884
 
15885
+ // ../core/dist/composite/scan-portfolio-signals.js
15886
+ function fold(s) {
15887
+ return s.normalize("NFD").replace(/[̀-ͯ]/g, "").toLowerCase().trim();
15888
+ }
15889
+ function parseQueryTerms(query) {
15890
+ return query.split(/[,\s]+/).map((t) => fold(t)).filter((t) => t.length > 0);
15891
+ }
15892
+ function shortLocation(loc) {
15893
+ if (loc == null)
15894
+ return null;
15895
+ if (typeof loc === "string")
15896
+ return loc.trim() || null;
15897
+ if (typeof loc === "object") {
15898
+ const o = loc;
15899
+ const clean = (v) => {
15900
+ const s = typeof v === "string" ? v.trim() : "";
15901
+ return s && s.toUpperCase() !== "N/A" ? s : "";
15902
+ };
15903
+ const city = clean(o.city);
15904
+ const state = clean(o.state);
15905
+ if (city && state)
15906
+ return `${city}, ${state}`;
15907
+ if (city)
15908
+ return city;
15909
+ if (typeof o.full === "string" && o.full.trim())
15910
+ return o.full.trim();
15911
+ }
15912
+ return null;
15913
+ }
15914
+ function mergeLocationIds2(filter, ids) {
15915
+ const criteria = filter?.criteria ? [...filter.criteria] : [];
15916
+ const idx = criteria.findIndex((c) => c?.type === "location_ids" && c?.is_excluded === false);
15917
+ if (idx >= 0) {
15918
+ const cur = criteria[idx];
15919
+ const existing = Array.isArray(cur.locations) ? cur.locations : [];
15920
+ const merged = Array.from(/* @__PURE__ */ new Set([...existing, ...ids]));
15921
+ criteria[idx] = { ...cur, locations: merged };
15922
+ } else {
15923
+ criteria.push({ type: "location_ids", is_excluded: false, locations: ids });
15924
+ }
15925
+ return { criteria };
15926
+ }
15927
+ function entryMatches(entry, sectionLabel, terms) {
15928
+ if (terms.length === 0)
15929
+ return false;
15930
+ const haystack = fold([entry.description ?? "", entry.source ?? "", sectionLabel].join("  "));
15931
+ return terms.some((t) => haystack.includes(t));
15932
+ }
15933
+ function passesSince(entry, sinceMs) {
15934
+ if (sinceMs == null)
15935
+ return true;
15936
+ if (!entry.date)
15937
+ return true;
15938
+ const ts = Date.parse(entry.date);
15939
+ if (Number.isNaN(ts))
15940
+ return true;
15941
+ return ts >= sinceMs;
15942
+ }
15943
+ var DEFAULT_MAX_LEADS, HARD_MAX_LEADS, MONITOR_PAGE_SIZE, scanPortfolioSignals;
15944
+ var init_scan_portfolio_signals = __esm({
15945
+ "../core/dist/composite/scan-portfolio-signals.js"() {
15946
+ "use strict";
15947
+ init_agent_memory();
15948
+ init_web_fetch_helpers();
15949
+ init_geo_helpers();
15950
+ init_tool_descriptions_generated();
15951
+ DEFAULT_MAX_LEADS = 200;
15952
+ HARD_MAX_LEADS = 300;
15953
+ MONITOR_PAGE_SIZE = 200;
15954
+ scanPortfolioSignals = {
15955
+ name: "leadbay_scan_portfolio_signals",
15956
+ annotations: {
15957
+ title: "Scan a portfolio for a web-research signal in bulk",
15958
+ readOnlyHint: true,
15959
+ destructiveHint: false,
15960
+ idempotentHint: true,
15961
+ openWorldHint: true
15962
+ },
15963
+ description: leadbay_scan_portfolio_signals,
15964
+ inputSchema: {
15965
+ type: "object",
15966
+ properties: {
15967
+ query: {
15968
+ type: "string",
15969
+ description: "Signal terms to match (case- and accent-insensitive). Comma- or space-separated terms are OR'd, e.g. 'M&A, acquisition, rachet\xE9'. Matched against each signal entry's description, source, and section label."
15970
+ },
15971
+ leadIds: {
15972
+ type: "array",
15973
+ items: { type: "string" },
15974
+ description: "Explicit lead UUIDs to scan (skips Monitor pagination). Use when you already hold a cohort of ids."
15975
+ },
15976
+ city: {
15977
+ type: "string",
15978
+ description: "Free-text city / region to scope the Monitor portfolio before scanning (resolved via /geo/search, same as leadbay_pull_followups). Ignored when `leadIds` is given."
15979
+ },
15980
+ city_id: {
15981
+ type: "string",
15982
+ description: "Pre-resolved admin_area id (numeric string). Bypasses the resolver. Ignored when `leadIds` is given."
15983
+ },
15984
+ set_filter: {
15985
+ type: "object",
15986
+ description: "Optional Monitor FilterItem ({criteria: FilterCriterion[]}) to scope the portfolio before scanning. Persisted server-side then applied, mirroring leadbay_pull_followups. Ignored when `leadIds` is given.",
15987
+ properties: {
15988
+ criteria: { type: "array", items: { type: "object" } }
15989
+ }
15990
+ },
15991
+ since: {
15992
+ type: "string",
15993
+ description: "ISO date (e.g. '2025-01-01'). When set, only signal entries dated on/after it are returned. Entries with no date are kept (absence of a date is not evidence the event is old)."
15994
+ },
15995
+ max_leads: {
15996
+ type: "number",
15997
+ description: `Cap on leads scanned (default ${DEFAULT_MAX_LEADS}, hard max ${HARD_MAX_LEADS}). When the portfolio exceeds this, the scan is truncated and truncated_at is set.`
15998
+ }
15999
+ },
16000
+ required: ["query"],
16001
+ additionalProperties: false
16002
+ },
16003
+ outputSchema: {
16004
+ type: "object",
16005
+ properties: {
16006
+ matched: {
16007
+ type: "array",
16008
+ description: "Leads with \u22651 signal entry matching the query. Each: {lead_id, name, location, matched_signals:[{section_label, section_emoji, hot, source, date, description}]}. Campaign-ready \u2014 feed lead_ids straight into leadbay_add_leads_to_campaign.",
16009
+ items: { type: "object" }
16010
+ },
16011
+ not_researched: {
16012
+ type: "array",
16013
+ description: "Leads scanned that had NO cached signal content (web_fetch.content null or still in progress). These are NOT 'no match' \u2014 they were never researched. Qualify them (leadbay_bulk_qualify_leads) then re-scan. Each: {lead_id, name}.",
16014
+ items: { type: "object" }
16015
+ },
16016
+ scanned_count: {
16017
+ type: "number",
16018
+ description: "Total leads read in this scan (matched + non-matching + not_researched)."
16019
+ },
16020
+ matched_count: { type: "number", description: "Length of `matched`." },
16021
+ truncated_at: {
16022
+ type: "number",
16023
+ description: "Present only when the portfolio exceeded `max_leads`; equals the cap applied. Coverage is partial \u2014 narrow the scope (city / set_filter) or raise max_leads."
16024
+ },
16025
+ quota_exceeded: {
16026
+ type: "boolean",
16027
+ description: "True if a 429 was hit mid-scan. Partial `matched` is still returned. Offer wait-for-reset OR top-up."
16028
+ },
16029
+ status: {
16030
+ type: "string",
16031
+ description: "`ambiguous_locations` when a passed `city` matched multiple admin_areas; pick an id from `location_ambiguities` and re-call with `city_id`. Absent on the happy path."
16032
+ },
16033
+ location_ambiguities: {
16034
+ type: "array",
16035
+ description: "Only present when status === 'ambiguous_locations'.",
16036
+ items: { type: "object" }
16037
+ },
16038
+ _meta: {
16039
+ type: "object",
16040
+ properties: {
16041
+ region: { type: "string" },
16042
+ agent_memory: { type: "object" }
16043
+ }
16044
+ }
16045
+ },
16046
+ required: ["matched", "not_researched", "scanned_count", "matched_count", "quota_exceeded"]
16047
+ },
16048
+ execute: async (client, params, ctx) => {
16049
+ const terms = parseQueryTerms(params.query ?? "");
16050
+ const maxLeads = Math.min(params.max_leads ?? DEFAULT_MAX_LEADS, HARD_MAX_LEADS);
16051
+ const sinceParsed = params.since ? Date.parse(params.since) : NaN;
16052
+ const sinceValid = Number.isNaN(sinceParsed) ? null : sinceParsed;
16053
+ let portfolio;
16054
+ let truncatedAt;
16055
+ let quotaExceeded = false;
16056
+ if (params.leadIds && params.leadIds.length > 0) {
16057
+ const sliced = params.leadIds.slice(0, maxLeads);
16058
+ if (params.leadIds.length > maxLeads)
16059
+ truncatedAt = maxLeads;
16060
+ portfolio = sliced.map((id) => ({ id, name: null, location: null }));
16061
+ } else {
16062
+ let effectiveSetFilter = params.set_filter;
16063
+ const geoTexts = [];
16064
+ if (params.city)
16065
+ geoTexts.push(params.city);
16066
+ if (params.city_id)
16067
+ geoTexts.push(params.city_id);
16068
+ if (geoTexts.length > 0) {
16069
+ const { resolved, ambiguities } = await resolveLocations(client, geoTexts);
16070
+ if (ambiguities.length > 0) {
16071
+ return withAgentMemoryMeta(client, {
16072
+ status: "ambiguous_locations",
16073
+ location_ambiguities: ambiguities,
16074
+ matched: [],
16075
+ not_researched: [],
16076
+ scanned_count: 0,
16077
+ matched_count: 0,
16078
+ quota_exceeded: false,
16079
+ _meta: { region: client.region }
16080
+ }, ctx);
16081
+ }
16082
+ if (resolved.length > 0) {
16083
+ effectiveSetFilter = mergeLocationIds2(effectiveSetFilter, resolved);
16084
+ }
16085
+ }
16086
+ let filterStored = false;
16087
+ if (effectiveSetFilter) {
16088
+ try {
16089
+ await client.requestVoid("POST", "/monitor/filter", effectiveSetFilter);
16090
+ filterStored = true;
16091
+ } catch (err) {
16092
+ if (err?.code === "QUOTA_EXCEEDED")
16093
+ quotaExceeded = true;
16094
+ ctx?.logger?.warn?.(`scan_portfolio_signals: POST /monitor/filter failed (${err?.code ?? err?.message ?? err}); scanning UNfiltered to avoid trusting a stale server-side filter`);
16095
+ }
16096
+ }
16097
+ portfolio = [];
16098
+ let page = 0;
16099
+ while (portfolio.length < maxLeads) {
16100
+ const qs = new URLSearchParams({
16101
+ personal: "false",
16102
+ liked: "false",
16103
+ filtered: String(filterStored),
16104
+ count: String(MONITOR_PAGE_SIZE),
16105
+ page: String(page)
16106
+ }).toString();
16107
+ let monitor;
16108
+ try {
16109
+ monitor = await client.request("GET", `/monitor?${qs}`);
16110
+ } catch (err) {
16111
+ if (err?.code === "QUOTA_EXCEEDED") {
16112
+ quotaExceeded = true;
16113
+ break;
16114
+ }
16115
+ throw err;
16116
+ }
16117
+ const rawLeads = Array.isArray(monitor.items) ? monitor.items : Array.isArray(monitor.leads) ? monitor.leads : Array.isArray(monitor) ? monitor : [];
16118
+ if (rawLeads.length === 0)
16119
+ break;
16120
+ for (const lead of rawLeads) {
16121
+ if (portfolio.length >= maxLeads)
16122
+ break;
16123
+ portfolio.push({
16124
+ id: lead.id,
16125
+ name: lead.name ?? null,
16126
+ location: shortLocation(lead.location)
16127
+ });
16128
+ }
16129
+ const pages = monitor.pagination?.pages;
16130
+ if (typeof pages === "number" && page >= pages - 1)
16131
+ break;
16132
+ if (rawLeads.length < MONITOR_PAGE_SIZE)
16133
+ break;
16134
+ page += 1;
16135
+ }
16136
+ if (portfolio.length >= maxLeads)
16137
+ truncatedAt = maxLeads;
16138
+ }
16139
+ const matched = [];
16140
+ const notResearched = [];
16141
+ const reads = await Promise.all(portfolio.map(async (lead) => {
16142
+ try {
16143
+ const wf = await client.request("GET", `/leads/${lead.id}/web_fetch`);
16144
+ return { lead, wf, error: null };
16145
+ } catch (error) {
16146
+ return { lead, wf: null, error };
16147
+ }
16148
+ }));
16149
+ for (const r of reads) {
16150
+ const { lead, wf, error } = r;
16151
+ if (error) {
16152
+ if (error?.code === "QUOTA_EXCEEDED")
16153
+ quotaExceeded = true;
16154
+ notResearched.push({ lead_id: lead.id, name: lead.name });
16155
+ continue;
16156
+ }
16157
+ const hasContent = wf && wf.content != null && wf.in_progress !== true && Object.keys(wf.content).length > 0;
16158
+ if (!hasContent) {
16159
+ notResearched.push({ lead_id: lead.id, name: lead.name });
16160
+ continue;
16161
+ }
16162
+ const sections = reshapeWebFetchContent(wf.content);
16163
+ const matchedSignals = [];
16164
+ for (const sec of sections) {
16165
+ for (const entry of sec.entries) {
16166
+ if (!entryMatches(entry, sec.section_label, terms))
16167
+ continue;
16168
+ if (!passesSince(entry, sinceValid))
16169
+ continue;
16170
+ matchedSignals.push({
16171
+ section_label: sec.section_label,
16172
+ section_emoji: sec.section_emoji,
16173
+ hot: entry.hot === true,
16174
+ source: entry.source ?? "",
16175
+ date: entry.date ?? null,
16176
+ description: entry.description ?? ""
16177
+ });
16178
+ }
16179
+ }
16180
+ if (matchedSignals.length > 0) {
16181
+ matched.push({
16182
+ lead_id: lead.id,
16183
+ name: lead.name,
16184
+ location: lead.location,
16185
+ matched_signals: matchedSignals
16186
+ });
16187
+ }
16188
+ }
16189
+ const out = {
16190
+ matched,
16191
+ not_researched: notResearched,
16192
+ scanned_count: portfolio.length,
16193
+ matched_count: matched.length,
16194
+ quota_exceeded: quotaExceeded,
16195
+ _meta: { region: client.region }
16196
+ };
16197
+ if (truncatedAt !== void 0)
16198
+ out.truncated_at = truncatedAt;
16199
+ return withAgentMemoryMeta(client, out, ctx);
16200
+ }
16201
+ };
16202
+ }
16203
+ });
16204
+
15258
16205
  // ../core/dist/composite/recall-ordered-titles.js
15259
16206
  var recallOrderedTitles;
15260
16207
  var init_recall_ordered_titles = __esm({
@@ -20420,6 +21367,7 @@ __export(dist_exports, {
20420
21367
  resolveImportRows: () => resolveImportRows,
20421
21368
  resolveRegion: () => resolveRegion,
20422
21369
  reviseHintFor: () => reviseHintFor,
21370
+ scanPortfolioSignals: () => scanPortfolioSignals,
20423
21371
  seedCandidates: () => seedCandidates,
20424
21372
  selectLeads: () => selectLeads,
20425
21373
  setActiveLens: () => setActiveLens,
@@ -20494,6 +21442,11 @@ var init_dist = __esm({
20494
21442
  init_create_custom_field();
20495
21443
  init_like_lead();
20496
21444
  init_dislike_lead();
21445
+ init_add_contact();
21446
+ init_remove_contact();
21447
+ init_pin_contact();
21448
+ init_unpin_contact();
21449
+ init_update_contact();
20497
21450
  init_prepare_outreach();
20498
21451
  init_pull_leads();
20499
21452
  init_pull_followups();
@@ -20508,6 +21461,7 @@ var init_dist = __esm({
20508
21461
  init_research_lead_by_id();
20509
21462
  init_research_lead_by_name_fuzzy();
20510
21463
  init_account_history();
21464
+ init_scan_portfolio_signals();
20511
21465
  init_recall_ordered_titles();
20512
21466
  init_account_status();
20513
21467
  init_bulk_qualify_leads();
@@ -20607,6 +21561,10 @@ var init_dist = __esm({
20607
21561
  // reprioritize-a-neglected-account workflow (#3630 GAP C) must work in a
20608
21562
  // default deployment without LEADBAY_MCP_ADVANCED=1.
20609
21563
  accountHistory,
21564
+ // Bulk portfolio signal scan — read-only, no quota burn. The single-call
21565
+ // answer to "which of my leads have signal X" that previously forced a
21566
+ // per-lead research_lead_by_id loop (issue #3704).
21567
+ scanPortfolioSignals,
20610
21568
  recallOrderedTitles,
20611
21569
  accountStatus,
20612
21570
  bulkEnrichStatus,
@@ -20656,6 +21614,18 @@ var init_dist = __esm({
20656
21614
  reportOutreach,
20657
21615
  importLeads,
20658
21616
  importAndQualify,
21617
+ // Contact management (product#3703) — each is a single-call relay, so
21618
+ // granular-shaped and living in tools/; registered HERE (not granular-gated)
21619
+ // so reps can manage contacts in-conversation without LEADBAY_MCP_ADVANCED.
21620
+ // Same pattern as likeLead/dislikeLead below. Endpoints (all direct, the
21621
+ // ones the web UI uses — NOT the import pipeline, which 401s on some
21622
+ // accounts): add → POST /leads/{id}/contacts; remove → archive;
21623
+ // pin/unpin → /pin|/unpin; update → /update (snake_case, first/last required).
21624
+ addContact,
21625
+ removeContact,
21626
+ pinContact,
21627
+ unpinContact,
21628
+ updateContact,
20659
21629
  // createCustomField is granular-shaped but file-import prompts depend on it
20660
21630
  // to preserve source-system links without requiring advanced-tool exposure.
20661
21631
  createCustomField,
@@ -24648,7 +25618,7 @@ var OAUTH_BASE_URLS = {
24648
25618
  fr: "https://staging.api.leadbay.app"
24649
25619
  }
24650
25620
  };
24651
- var VERSION = "0.19.0";
25621
+ var VERSION = "0.19.1";
24652
25622
  var HELP = `
24653
25623
  leadbay-mcp ${VERSION} \u2014 Leadbay Model Context Protocol server
24654
25624