@leadbay/mcp 0.23.4 → 0.23.6

package/dist/http-server.js

@@ -6897,7 +6897,7 @@ This tool MUTATES state. The caller (agent or human-in-the-loop) is responsible
 `;
 var leadbay_adjust_audience = `## WHEN TO USE
 
-Trigger phrases: "narrow the audience to <sector>", "add <sector> to my <name> lens", "remove <sector> from this lens", "only show me companies of <size>", "stop including <sector>", "broaden this lens to also include <sector>".
+Trigger phrases: "narrow the audience to <sector>", "add <sector> to my <name> lens", "remove <sector> from this lens", "only show me companies of <size>", "stop including <sector>", "broaden this lens to also include <sector>", "restrict this lens to <city/d\xE9partement/r\xE9gion/state>", "only companies in <place>", "exclude <region> from this lens".
 
 **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
 
@@ -6908,7 +6908,7 @@ Prefer when: user wants to change an EXISTING lens's sectors/sizes. If the user
 Examples that SHOULD invoke this tool:
 - "Add fintech to my Joinery lens."
 - "Narrow my audience to manufacturing companies, 50\u2013500 people."
-- "Stop including retail in this lens."
+- "Restrict my rep's lens to Indre-et-Loire."
 
 Examples that should NOT invoke this tool (sound similar, route elsewhere):
 - "Create a lens called Joinery for fintech."
@@ -6917,9 +6917,10 @@ Examples that should NOT invoke this tool (sound similar, route elsewhere):
 
 ## RENDER (quick)
 
-On \`applied\`: confirm the lens edited (name) + the sectors/sizes added as
-chips. On \`ambiguous_sectors\` / \`ambiguous_lens\` / \`lens_not_found\`: surface
-the candidates and ask the user to pick, then re-call with the id/exact name.
+On \`applied\`: confirm the lens edited (name) + the sectors/sizes/locations
+added as chips. On \`ambiguous_sectors\` / \`ambiguous_locations\` /
+\`ambiguous_lens\` / \`lens_not_found\`: surface the candidates and ask the user
+to pick, then re-call with the id/exact name.
 
 ---
 
@@ -6927,7 +6928,9 @@ Restrict (or expand) the lens audience by sector / size. Free-text sectors are a
 
 **Targeting a lens \u2014 READ THIS.** By default this edits the user's ACTIVE lens. **If the user names a lens** ("add fintech to my **Joinery** lens", "in my Nordics lens, exclude retail"), you MUST pass \`lensName\` with that name (\`lensName:"Joinery"\`). Do NOT silently edit the active lens when a different one was named \u2014 that corrupts the wrong audience and is a top friction source. The name resolves against the user's lenses (case-insensitive, exact then unique-substring); it is edit-only and does NOT change which lens is active. An unmatched name returns \`status:"lens_not_found"\` with the lens list, and a name matching several returns \`status:"ambiguous_lens"\` with the candidates \u2014 surface them and re-call with the exact \`lensName\` or a \`lensId\`. Use \`leadbay_my_lenses\` if the user first wants to SEE or SWITCH lenses. To CREATE a brand-new lens, use \`leadbay_new_lens\` \u2014 not this tool.
 
-WHEN TO USE: when the user wants to see different kinds of leads (sector / size / etc.).
+**Geography \u2014 scope a sales territory.** Pass \`locations\` (free text like \`["Indre-et-Loire"]\`, \`["Bavaria"]\`, \`["Austin"]\`, or admin-area ids) to restrict the lens to a region, and \`exclude_locations\` to carve one out. Free text auto-resolves via \`/geo/search\` across every admin level \u2014 city, county, *d\xE9partement*, *r\xE9gion*, state, country. Place names go in \`locations\`, **never** in \`sectors\` or \`refine_prompt\`. Unresolved/ambiguous text returns \`status:"ambiguous_locations"\` with candidates \u2014 surface them and re-call the chosen id via the SAME axis it came from: an INCLUDE pick \u2192 \`location_ids\`; an EXCLUDE pick \u2192 \`exclude_locations\` (**NOT** \`location_ids\`, which would include the area the user asked to exclude). The returned \`message\` names the right param per text. This is how a director scopes a rep's territory and then asks for net-new accounts there.
+
+WHEN TO USE: when the user wants to see different kinds of leads (sector / size / geography / etc.).
 
 WHEN NOT TO USE: to refine BEYOND firmographics \u2014 that's leadbay_refine_prompt.
 
@@ -8475,7 +8478,7 @@ invent a tool that doesn't exist.
 `;
 var leadbay_new_lens = `## WHEN TO USE
 
-Trigger phrases: "create a lens", "create a new lens called <name>", "create a lens specialized in/into <X>", "make me a new audience for <X>", "set up a lens for <sector>", "new lens named <name>", "I want a lens just for <X>".
+Trigger phrases: "create a lens", "create a new lens called <name>", "create a lens specialized in/into <X>", "make me a new audience for <X>", "set up a lens for <sector>", "new lens named <name>", "I want a lens just for <X>", "create a lens for net-new accounts in <place>", "a lens scoped to <territory>".
 
 **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
 
@@ -8486,7 +8489,7 @@ Prefer when: user wants a brand-new lens (create/make/set up, often 'specialized
 Examples that SHOULD invoke this tool:
 - "Create a lens called Joinery for the fintech sector."
 - "Make me a new audience for healthcare companies, 30\u2013300 people."
-- "Set up a new lens named Nordics SaaS."
+- "Create a lens for net-new accounts in Indre-et-Loire."
 
 Examples that should NOT invoke this tool (sound similar, route elsewhere):
 - "Add fintech to my Joinery lens."
@@ -8499,7 +8502,8 @@ On \`preview\` (default \u2014 NOTHING created yet): show the lens that WILL be
 created (name + resolved sectors/sizes as chips) and ASK the user to confirm
 via ask_user_input_v0 ("Create this lens?" / "Change something"). Only on
 "yes" re-call with confirm:true. On \`created\`: confirm "Created **<name>**."
-On \`ambiguous_sectors\`: surface the candidate sectors to pick from.
+On \`ambiguous_sectors\` / \`ambiguous_locations\`: surface the candidates to
+pick from.
 
 ---
 
@@ -8509,6 +8513,8 @@ Create a brand-new lens (saved audience) and apply its sector/size criteria. Clo
 
 **Sectors resolve first.** Free-text \`sectors\`/\`exclude_sectors\` are auto-resolved against the taxonomy. If any don't resolve, the tool returns \`status:"ambiguous_sectors"\` with the candidates and **does NOT create the lens** \u2014 so re-calling after picking the right sector won't leave orphan half-built lenses. To discover valid sector labels up front, use \`leadbay_list_sectors\`.
 
+**Geography \u2014 scope a territory.** Pass \`locations\` (free text like \`["Indre-et-Loire"]\`, \`["Bavaria"]\`, or admin-area ids) to scope the lens to a sales territory, and \`exclude_locations\` to carve one out. Free text auto-resolves via \`/geo/search\` across every admin level (city / county / *d\xE9partement* / *r\xE9gion* / state / country). Like sectors, locations resolve BEFORE the lens is created \u2014 unresolved/ambiguous text returns \`status:"ambiguous_locations"\` with candidates and **does NOT create the lens**. Re-call the chosen id via the SAME axis it came from: an INCLUDE pick \u2192 \`locations\`; an EXCLUDE pick \u2192 \`exclude_locations\` (**NOT** \`locations\`, which would include the area the user asked to exclude). This is how a director spins up a lens for a rep's zone to surface net-new accounts there.
+
 **Does not switch the active lens.** The new lens is created but the user stays on their current one. Offer \`leadbay_my_lenses(switchToLensId=<new id>)\` as a next step if they want to start pulling from it.
 
 WHEN TO USE: when the user wants a NEW lens. Canonical phrasings: "create a lens called X", "make a new audience for Y", "set up a lens for <sector>".
@@ -20415,7 +20421,7 @@ async function resolveLensByName(client, name) {
     return { ok: false, reason: "ambiguous", matches: partial };
   return { ok: false, reason: "not_found", lenses: all };
 }
-function mergeFilter(current, toAddSectors, toExcludeSectors, sizes) {
+function mergeFilter(current, toAddSectors, toExcludeSectors, sizes, toAddLocations = [], toExcludeLocations = []) {
   const items = current?.lens_filter?.items ?? [];
   const item = items[0] ?? { criteria: [] };
   const criteria = item.criteria ? [...item.criteria] : [];
@@ -20447,6 +20453,34 @@ function mergeFilter(current, toAddSectors, toExcludeSectors, sizes) {
       });
     }
   }
+  if (toAddLocations.length > 0) {
+    const idx = criteria.findIndex((c) => c.type === "location_ids" && !c.is_excluded);
+    if (idx >= 0) {
+      const cur = criteria[idx];
+      const merged = Array.from(/* @__PURE__ */ new Set([...cur.locations ?? [], ...toAddLocations]));
+      criteria[idx] = { ...cur, locations: merged };
+    } else {
+      criteria.push({
+        type: "location_ids",
+        is_excluded: false,
+        locations: toAddLocations
+      });
+    }
+  }
+  if (toExcludeLocations.length > 0) {
+    const idx = criteria.findIndex((c) => c.type === "location_ids" && c.is_excluded);
+    if (idx >= 0) {
+      const cur = criteria[idx];
+      const merged = Array.from(/* @__PURE__ */ new Set([...cur.locations ?? [], ...toExcludeLocations]));
+      criteria[idx] = { ...cur, locations: merged };
+    } else {
+      criteria.push({
+        type: "location_ids",
+        is_excluded: true,
+        locations: toExcludeLocations
+      });
+    }
+  }
   if (sizes && sizes.length > 0) {
     const normalizedSizes = sizes.map((s) => ({
       min: s.min ?? 0,
@@ -20507,6 +20541,21 @@ var adjustAudience = {
         },
         description: "Company size buckets, e.g. [{min:30,max:300}]"
       },
+      locations: {
+        type: "array",
+        items: { type: "string" },
+        description: "Geographic scope \u2014 free text (e.g. ['Indre-et-Loire', 'Bavaria', 'Austin']) or admin-area ids. Auto-resolved via /geo/search across all admin levels (city / county / d\xE9partement / r\xE9gion / state / country). Place names go HERE, never in sectors/keywords."
+      },
+      location_ids: {
+        type: "array",
+        items: { type: "string" },
+        description: "Explicit admin-area ids (skips /geo/search resolution)"
+      },
+      exclude_locations: {
+        type: "array",
+        items: { type: "string" },
+        description: "Locations to exclude (free text or ids)"
+      },
       lensId: { type: "number", description: "Lens id (escape hatch)" },
       lensName: {
         type: "string",
@@ -20525,17 +20574,22 @@ var adjustAudience = {
   },
   outputSchema: {
     type: "object",
-    description: "Return shapes: 'applied' on success; 'ambiguous_sectors' when free-text sectors matched multiple candidates (re-call with sector_ids); 'lens_not_found' / 'ambiguous_lens' when a lensName didn't resolve to exactly one lens (re-call with lensId or an exact lensName).",
+    description: "Return shapes: 'applied' on success; 'ambiguous_sectors' when free-text sectors matched multiple candidates (re-call with sector_ids); 'ambiguous_locations' when free-text locations didn't resolve to one area \u2014 re-call with the chosen id via the SAME axis it came from (an include pick \u2192 location_ids; an EXCLUDE pick \u2192 exclude_locations, NOT location_ids, which would include it); 'lens_not_found' / 'ambiguous_lens' when a lensName didn't resolve to exactly one lens (re-call with lensId or an exact lensName).",
     properties: {
       status: {
         type: "string",
-        description: "'applied', 'ambiguous_sectors', 'lens_not_found', or 'ambiguous_lens'."
+        description: "'applied', 'ambiguous_sectors', 'ambiguous_locations', 'lens_not_found', or 'ambiguous_lens'."
       },
       sector_ambiguities: {
         type: "array",
         description: "Per ambiguous text: {sector_text, matches:[{id, name, score}]}. Agent picks an id and re-calls.",
         items: { type: "object" }
       },
+      location_ambiguities: {
+        type: "array",
+        description: "On 'ambiguous_locations': per text {location_text, matches:[{id, name, country, level, score}]}. Agent picks an id and re-calls via the SAME axis the text came from \u2014 an include text \u2192 location_ids; a text from exclude_locations \u2192 exclude_locations (NOT location_ids, which would include the area the user asked to exclude). The `message` field names the correct param per text.",
+        items: { type: "object" }
+      },
       lenses: {
         type: "array",
         description: "On 'lens_not_found': the user's lenses [{id, name}] to pick from.",
@@ -20619,9 +20673,45 @@ var adjustAudience = {
         message: parts.join(" ")
       };
     }
+    const includeLocTexts = [
+      ...params.locations ?? [],
+      ...params.location_ids ?? []
+    ];
+    const excludeLocTexts = params.exclude_locations ?? [];
+    const includeLocRes = await resolveLocations(client, includeLocTexts);
+    const excludeLocRes = await resolveLocations(client, excludeLocTexts);
+    const locAmbiguities = [
+      ...includeLocRes.ambiguities,
+      ...excludeLocRes.ambiguities
+    ];
+    if (locAmbiguities.length > 0) {
+      const incMatch = includeLocRes.ambiguities.filter((a) => a.matches.length > 0);
+      const incNone = includeLocRes.ambiguities.filter((a) => a.matches.length === 0);
+      const excMatch = excludeLocRes.ambiguities.filter((a) => a.matches.length > 0);
+      const excNone = excludeLocRes.ambiguities.filter((a) => a.matches.length === 0);
+      const quote = (as) => as.map((a) => `"${a.location_text}"`).join(", ");
+      const parts = [];
+      if (incNone.length > 0) {
+        parts.push(`Couldn't find a location matching ${quote(incNone)}. Ask the user to rephrase, then re-call with location_ids=...`);
+      }
+      if (incMatch.length > 0) {
+        parts.push(`${quote(incMatch)} matched multiple areas. Pick from the matches and re-call with location_ids=...`);
+      }
+      if (excNone.length > 0) {
+        parts.push(`Couldn't find a location to exclude matching ${quote(excNone)}. Ask the user to rephrase, then re-call with exclude_locations=... (the chosen id).`);
+      }
+      if (excMatch.length > 0) {
+        parts.push(`${quote(excMatch)} (to exclude) matched multiple areas. Pick from the matches and re-call with exclude_locations=... (the chosen id) \u2014 NOT location_ids, which would include it.`);
+      }
+      return {
+        status: "ambiguous_locations",
+        location_ambiguities: locAmbiguities,
+        message: parts.join(" ")
+      };
+    }
     const lens = await client.request("GET", `/lenses/${startingLensId}`);
     const currentFilter = await client.request("GET", `/lenses/${startingLensId}/filter`);
-    const merged = mergeFilter(currentFilter, includeRes.resolved, excludeRes.resolved, params.sizes);
+    const merged = mergeFilter(currentFilter, includeRes.resolved, excludeRes.resolved, params.sizes, includeLocRes.resolved, excludeLocRes.resolved);
     const mergedBody = filterWriteBody(merged);
     const isDefault = lens.is_default || lens.default;
     const isUserLevel = lens.user_id != null;
@@ -21344,6 +21434,16 @@ var newLens = {
         },
         description: "Company size buckets, e.g. [{min:30,max:300}]."
       },
+      locations: {
+        type: "array",
+        items: { type: "string" },
+        description: "Geographic scope \u2014 free text (e.g. ['Indre-et-Loire', 'Bavaria']) or admin-area ids. Auto-resolved via /geo/search across all admin levels (city / county / d\xE9partement / r\xE9gion / state / country). Scopes the lens to a sales territory."
+      },
+      exclude_locations: {
+        type: "array",
+        items: { type: "string" },
+        description: "Locations to exclude \u2014 free text or ids."
+      },
       base: {
         type: "number",
         description: "Lens id to clone from. Defaults to the active/default lens."
@@ -21359,12 +21459,12 @@ var newLens = {
   },
   outputSchema: {
     type: "object",
-    description: "'preview' (default, NOTHING created \u2014 confirm with the user then re-call with confirm:true); 'created' on success; 'ambiguous_sectors' when free-text sectors didn't resolve (re-call with sector ids \u2014 the lens was NOT created).",
+    description: "'preview' (default, NOTHING created \u2014 confirm with the user then re-call with confirm:true); 'created' on success; 'ambiguous_sectors' / 'ambiguous_locations' when free-text sectors / locations didn't resolve (re-call with ids \u2014 the lens was NOT created).",
     properties: {
-      status: { type: "string", description: "'preview', 'created', 'ambiguous_sectors', or 'orphan_created' (filter write failed + cleanup failed)." },
+      status: { type: "string", description: "'preview', 'created', 'ambiguous_sectors', 'ambiguous_locations', or 'orphan_created' (filter write failed + cleanup failed)." },
       will_create: {
         type: "object",
-        description: "On 'preview': what WILL be created \u2014 {name, description, sectors, exclude_sectors, sizes}. Nothing has been written yet."
+        description: "On 'preview': what WILL be created \u2014 {name, description, sectors, exclude_sectors, sizes, locations, exclude_locations}. Nothing has been written yet."
       },
       filter_preview: { type: "object", description: "On 'preview': the FilterPayload that would be applied." },
       lens: {
@@ -21376,6 +21476,11 @@ var newLens = {
         description: "On 'ambiguous_sectors': per text {sector_text, matches:[{id,name,score}]}.",
         items: { type: "object" }
       },
+      location_ambiguities: {
+        type: "array",
+        description: "On 'ambiguous_locations': per text {location_text, matches:[{id,name,country,level,score}]}. Re-call the chosen id via the SAME axis the text came from \u2014 an include text \u2192 locations; a text from exclude_locations \u2192 exclude_locations (NOT locations, which would include the area the user asked to exclude). The `message` field names the correct param per text.",
+        items: { type: "object" }
+      },
       filter_applied: { type: "object", description: "On 'created': the FilterPayload POSTed to the new lens." },
       message: { type: "string" },
       _meta: { type: "object" }
@@ -21402,7 +21507,38 @@ var newLens = {
         message: parts.join(" ")
       };
     }
-    const merged = mergeFilter(EMPTY_FILTER, includeRes.resolved, excludeRes.resolved, params.sizes);
+    const includeLocRes = await resolveLocations(client, params.locations ?? []);
+    const excludeLocRes = await resolveLocations(client, params.exclude_locations ?? []);
+    const locAmbiguities = [
+      ...includeLocRes.ambiguities,
+      ...excludeLocRes.ambiguities
+    ];
+    if (locAmbiguities.length > 0) {
+      const incMatch = includeLocRes.ambiguities.filter((a) => a.matches.length > 0);
+      const incNone = includeLocRes.ambiguities.filter((a) => a.matches.length === 0);
+      const excMatch = excludeLocRes.ambiguities.filter((a) => a.matches.length > 0);
+      const excNone = excludeLocRes.ambiguities.filter((a) => a.matches.length === 0);
+      const quote = (as) => as.map((a) => `"${a.location_text}"`).join(", ");
+      const parts = [];
+      if (incNone.length > 0) {
+        parts.push(`Couldn't find a location matching ${quote(incNone)}. Pick a known area and re-call via locations (lens not yet created).`);
+      }
+      if (incMatch.length > 0) {
+        parts.push(`${quote(incMatch)} matched multiple areas. Pick from the matches and re-call with the chosen id in locations.`);
+      }
+      if (excNone.length > 0) {
+        parts.push(`Couldn't find a location to exclude matching ${quote(excNone)}. Pick a known area and re-call via exclude_locations (lens not yet created).`);
+      }
+      if (excMatch.length > 0) {
+        parts.push(`${quote(excMatch)} (to exclude) matched multiple areas. Pick from the matches and re-call with the chosen id in exclude_locations \u2014 NOT locations, which would include it.`);
+      }
+      return {
+        status: "ambiguous_locations",
+        location_ambiguities: locAmbiguities,
+        message: parts.join(" ")
+      };
+    }
+    const merged = mergeFilter(EMPTY_FILTER, includeRes.resolved, excludeRes.resolved, params.sizes, includeLocRes.resolved, excludeLocRes.resolved);
     if (params.confirm !== true) {
       return {
         status: "preview",
@@ -21411,7 +21547,9 @@ var newLens = {
           description: params.description ?? null,
           sectors: includeRes.resolved,
           exclude_sectors: excludeRes.resolved,
-          sizes: merged.lens_filter.items[0].criteria.find((c) => c.type === "size") ?? null
+          sizes: merged.lens_filter.items[0].criteria.find((c) => c.type === "size") ?? null,
+          locations: includeLocRes.resolved,
+          exclude_locations: excludeLocRes.resolved
         },
         filter_preview: merged,
         message: `About to create "${params.name}". Confirm with the user, then re-call with confirm:true.`,
@@ -23750,7 +23888,7 @@ function parseWriteEnv(env = process.env) {
 }
 
 // src/http-server.ts
-var VERSION = true ? "0.23.4" : "0.0.0-dev";
+var VERSION = true ? "0.23.6" : "0.0.0-dev";
 var PORT = Number(process.env.PORT ?? 8080);
 var HOST = process.env.HOST ?? "0.0.0.0";
 var sseSessions = /* @__PURE__ */ new Map();