@leadbay/mcp 0.23.5 → 0.23.7
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +13 -0
- package/dist/bin.js +331 -65
- package/dist/http-server.js +329 -65
- package/dist/installer-electron.js +226 -71
- package/dist/installer-gui.js +225 -70
- package/package.json +1 -1
package/dist/http-server.js
CHANGED
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@@ -625,44 +625,80 @@ GATE \u2014 DEFER TO TOOL RENDERING. When you call a Leadbay composite that ship
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If the prompt's body and the tool's RENDERING appear to conflict, the tool's RENDERING wins for the structural layout; the prompt's voice wins for the commentary that surrounds it.
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# PHASE 1 \u2014
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# PHASE 1 \u2014 CLARIFY SCOPE FIRST (ask before building)
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Before calling \`leadbay_tour_plan\`, ask me what the tour should cover \u2014 a field tour is high-intent and the scope changes what lands on the map. Use your host's interactive question widget (\`ask_user_input_v0\` in Claude chat \u2014 \`{questions:[{question, type:"single_select", options:[\u2026]}]}\`; or \`AskUserQuestion\` in cowork / Claude Code \u2014 \`{questions:[{question, header, multiSelect, options:[{label, description}]}]}\`). Ask at most 2 short tap-to-answer questions:
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1. **Who to include?** \u2014 options: "Mix \u2014 known accounts + fresh prospects" (default), "Only my known accounts (follow-ups)", "Only fresh new prospects".
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2. **Enrich contacts that have no phone/email?** \u2014 options: "Yes, enrich the top stops", "No, just plan the tour".
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Skip a question only if I already answered it in my request (e.g. "plan a tour of just my new leads in NYC" \u2192 who-to-include is already "only new"; don't re-ask). If I gave the full scope up front, skip PHASE 1 entirely and go to PHASE 2.
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Map my answers to the \`leadbay_tour_plan\` call:
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- **Mix** \u2192 defaults (\`followups_count: 6, discover_count: 6\`).
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- **Only known accounts** \u2192 \`discover_count: 0\`.
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- **Only new prospects** \u2192 \`followups_count: 0\`.
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- **Enrich = yes** \u2192 after the tour is planned (PHASE 2), call \`leadbay_enrich_titles\` / \`leadbay_prepare_outreach(enrich:true)\` on the top stops that have no \`recommended_contact\` channel, before drafting outreach.
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# PHASE 2 \u2014 BUILD THE ITINERARY
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Call \`leadbay_tour_plan({city: "{{arg:city}}", \u2026scope from PHASE 1})\`. If the response is \`status: "ambiguous_locations"\`, surface the candidates and ask me to pick one, then re-call with \`city_id\`.
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Split the returned \`monitor_leads\` into two buckets client-side using their engagement-history fields:
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- **Customers** \u2014 leads with prior engagement history: any of \`epilogue_status\`, \`last_prospecting_action_at\`, or \`last_monitor_action_at\` is set. Treat as known accounts with prior interaction.
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- **Qualified prospects** \u2014 leads with a high \`ai_agent_lead_score\` (or \`score\`) but none of those history fields set (scored, not yet worked).
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\`discover_leads\` are the **New** bucket.
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Aim for a 3+3+3 split if possible. If the customers bucket has fewer than 3, fill from qualified. If discover_filter_note indicates a low match ratio for the city, mention it: "Only N/30 fresh leads matched your city" \u2014 better honest than padded.
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# PHASE
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# PHASE 3 \u2014 PRESENT THE ITINERARY + OFFER THE MAP
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Show the planned tour as a concise per-lead list grouped by mode (Customers \u2192 Qualified \u2192 New), each line carrying its \`\u2605\`/\`\u2726\` badge, the company, city, and best contact. Keep it tight \u2014 this is the summary, not the map.
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Then **ALWAYS offer the map as the immediate next step** \u2014 a tour is inherently geographic, so the map is the natural payoff. End the turn with a single clear proposal:
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> **Want me to put these <N> stops on a map?** I'll plot them so you can see the route for your <city> day.
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Make it a genuine yes/no offer (route it through \`ask_user_input_v0\` / \`AskUserQuestion\` when that's in your tool set, so it's a tappable choice; otherwise the one-line question above). Do NOT render the map yet, and do NOT bury the offer \u2014 proposing the map is mandatory on every tour, for BOTH "plan a prospecting tour in <city>" and "who's worth meeting in <city>" phrasings. If the user already said "show me on a map" / "give me the map" in their request, skip the offer and go straight to PHASE 4 (render).
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- \`\u2605 Qualified \u2014 <one-sentence>. Reach <name>...\`
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- \`\u2726 New \u2014 <one-sentence>. Reach <name>...\`
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# PHASE 4 \u2014 RENDER THE MAP (when the user accepts, or asked for it up front)
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When the user says yes (or asked for the map in their original message), render it now. Two ways \u2014 you MUST do one, never a flat prose paragraph:
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**Path A \u2014 \`places_search\` + \`places_map_display_v0\` are in your tool set.** Use the **two-step** host flow (this is what draws a real street map, not a schematic scatter):
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1. **\`places_search\` first, once per lead** \u2014 query = each \`map_locations\` entry's \`name\` + full street \`address\` (e.g. "Brooklyn Brewery, 79 N 11th St, Brooklyn, NY"). Resolve all stops up front to get real \`place_id\`s + verified coords/ratings.
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2. **\`places_map_display_v0\` second**, fed those resolved places, in **Itinerary mode** (a tour is a multi-stop route \u2014 show order, optionally arrival times / stop durations). Carry each lead's \u2605/\u2726 badge + one-line pitch from its \`notes\` into the place note.
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Do NOT push raw \`latitude\`/\`longitude\` straight into the display widget without \`places_search\` \u2014 that degrades to the neighborhood-dot scatter. \`map_locations\` already carries \`name\`, full \`address\`, coords, and badge-tagged \`notes\`; don't shorten the address to the city.
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**Path B \u2014 the widget is NOT in your tool set (e.g. Claude Desktop).** Emit one **place-card block per lead** in EXACTLY this shape so the chat host auto-detects the address and renders its own Google-Place-card map carousel \u2014 the \`### Company \xB7 City, State\` heading + address is what triggers it:
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\`\`\`
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### <Company Name> \xB7 <City>, <State>
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<\u2605 Customer | \u2605 Qualified | \u2726 New> \u2014 <one-sentence why-it-fits>. Reach **[<Contact name>](<LinkedIn URL>)**, <role>. \u260E <bare phone>.
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\`\`\`
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One block per lead in \`map_locations\`, grouped by mode. Pull company, city/state, badge, and contact straight from the tool response. A flat paragraph like "Brooklyn Brewery \u2014 Broadway, 10018 (Midtown). Best contact: \u2026" does NOT auto-detect and is WRONG \u2014 the per-lead heading with the city is mandatory.
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Coordinate-less leads are already omitted from \`map_locations\`; footnote them with \`map_summary.leads_without_coords\` ("+ N leads without coordinates").
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# PHASE 5 \u2014 DRAFT IN-AREA OUTREACH (optional, ask first)
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After the map, ask me ONCE: "Want me to draft 'I'll be in {{arg:city}}{{arg:date_paren}}' outreach for the top accounts?" If I say yes, for each of the top 3 leads (1 Customer / 1 Qualified / 1 New), call \`leadbay_prepare_outreach(leadId)\` and route the draft through \`message_compose_v1\` with a single variant labeled "In-area visit" \u2014 body opens with the visit context, references the AI-summary angle, ends with a clear ask (15-min coffee / on-site stopover).
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Serialize the prepare_outreach calls (max 3 in parallel \u2014 see the long-running-tools rule).
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# PHASE
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# PHASE 6 \u2014 PERSIST AS A CAMPAIGN (optional, ask first)
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After drafts, ask me ONCE: "Save these 9 accounts as a campaign called '**{{arg:city}} Tour{{arg:date_dash}}**'?" If I say yes, call \`leadbay_create_campaign({lead_ids: [...all_nine_lead_ids], name: "{{arg:city}} Tour{{arg:date_dash}}"})\`. Surface the returned \`id\` + \`name\` as a confirmation line, and offer the NEXT STEPS chip "View progression" (which routes to \`leadbay_campaign_progression\`).
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If I declined the campaign step, end the turn \u2014 the map + drafts are enough for an ad-hoc trip.
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# PHASE
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# PHASE 7 \u2014 STOP
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Done. The map is the surface; the drafts are the action; the campaign is the persistence layer for managerial follow-up after the trip.
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`;
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leadbay_followup_check_in: { "name": "leadbay_followup_check_in", "short_description": 'Follow-up check-in: surface KNOWN leads from the Monitor view needing\nre-engagement. Trigger on "follow up", "already known leads", "what\'s\noverdue", "before my trip", "who should I re-engage". Do NOT trigger on\n"show me today\'s leads", "my morning check-in", "run my check-in",\n"I do this every day", "every morning" \u2014 those go to\n`leadbay_daily_check_in`.\n', "arguments": [], "expected_calls": ["leadbay_pull_followups", "leadbay_research_lead_by_id", "leadbay_prepare_outreach"], "failure_modes": ["Calls leadbay_pull_leads (the Discover entry point) instead of leadbay_pull_followups \u2014 these are different data sources; the Discover queue does NOT contain Monitor's known-but-cold pipeline", 'Iterates pages of leadbay_pull_leads filtering by engagement_count to "fake" a follow-up view (a real bug observed in 0.9.0 \u2014 the right move is to call pull_followups directly)', "Replaces the canonical pull_followups table layout with prose per row (the per-tool RENDERING block is the structural contract; commentary belongs above or below)", 'Skips the cross-mode pivot offer at the end ("Want to see NEW leads from your wishlist instead?" routes to leadbay_pull_leads)'] },
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leadbay_import_file: { "name": "leadbay_import_file", "short_description": "Import a user-supplied CSV/file into Leadbay through five phases with\nevidence gates \u2014 scan, derive, resolve identities, preserve & commit,\nthen optionally qualify and report. The job is to maximize how many\nrows the Leadbay system actually ingests and matches.\n", "arguments": [{ "name": "file", "description": "Path or user-visible name of the CSV/file to import. If omitted, use the file the user attached or referenced.", "required": false }, { "name": "instruction", "description": 'Additional user goal, e.g. "then qualify the leads", "preserve owner phone as a custom field", or "only import restaurants in Manhattan".', "required": false }], "expected_calls": ["leadbay_resolve_import_rows", "leadbay_list_mappable_fields", "leadbay_create_custom_field", "leadbay_import_leads", "leadbay_import_and_qualify", "leadbay_add_note", "leadbay_import_status"], "failure_modes": ["Picks LEADBAY_ID from score alone, name-only, fuzzy-name-only, root-domain-only, brand-only, postcode-only, or city-only evidence", "Drops meaningful business notes or CRM record links instead of preserving them as custom fields or lead notes", "Treats a consumer mailbox domain (gmail.com, hotmail.com, ...) as the company domain", "Skips deriving company_domain from a business email when no website column exists (this kills match rate)", "Skips the COLUMN PRESERVATION PLAN byproduct before importing", "Skips the DECISION LOG byproduct before writing LEADBAY_ID", "Returns the imported records WITHOUT writing LEADBAY_ID values back into the user's file (leaves the user no audit trail of what matched)", "Fabricates leadIds, contact emails, or mapping IDs not present in the file or a tool response"] },
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leadbay_log_outreach: { "name": "leadbay_log_outreach", "short_description": "Log outreach (an email I sent, a call I made, a meeting I had) on a\nspecific lead. Captures verification so the SDR pipeline trusts the entry.\n", "arguments": [{ "name": "lead_id", "description": "The lead UUID. Get it from leadbay_pull_leads or leadbay_research_lead_by_id.", "required": true }, { "name": "summary", "description": "1-2 sentences describing what I did (e.g. 'Sent intro email to CTO citing recent Hornsea contract').", "required": true }], "expected_calls": ["leadbay_report_outreach"], "failure_modes": ["Calls leadbay_report_outreach without first collecting a verification source", "Fabricates a gmail_message_id or calendar_event_id (the human team treats verification as canonical)", "Records outreach to a different lead_id than the one the user supplied", "Skips the dry_run step when the user is unsure what would be sent"] },
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leadbay_plan_tour_in_city: { "name": "leadbay_plan_tour_in_city", "short_description":
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leadbay_plan_tour_in_city: { "name": "leadbay_plan_tour_in_city", "short_description": 'Use whenever the user names a city they\'ll be in and asks who to see\n\u2014 "I\'m in SF next Tuesday, who\'s worth meeting?", "I\'m going to Berlin\n\u2014 who should I visit?", "plan my <city> tour". Any in-person/visit\nintent tied to a place routes here, NOT to `leadbay_pull_leads`. It\nsurfaces follow-ups + fresh Discover leads in the city via\n`leadbay_tour_plan`, ALWAYS offers to plot them on a map (rendering it\non yes), then offers outreach drafts + campaign persistence.\n', "arguments": [{ "name": "city", "description": "City or region the user is visiting (e.g. 'Limoges', 'Bay Area'). Used as the geo filter for both Monitor and Discover lookups.", "required": true }, { "name": "date", "description": "When the visit is (e.g. 'May 24', 'next Thursday'). Surfaced in the outreach drafts as 'I'll be in <city> on <date>'.", "required": false }], "expected_calls": ["leadbay_tour_plan", "leadbay_research_lead_by_id", "leadbay_prepare_outreach", "leadbay_create_campaign"], "failure_modes": ["Calls leadbay_followups_map (Monitor-only) instead of leadbay_tour_plan \u2014 loses the Discover (fresh-lead) half that the user explicitly asked for", "Calls leadbay_pull_leads then drops the geo filter \u2014 returns the lens-wide wishlist instead of city-relevant fresh leads", 'Skips the campaign-persist step ("would you like to save these as a tour?") \u2014 leaves the rep with a one-shot map but no follow-up artifact', "Creates a campaign WITHOUT asking the user first \u2014 the persist step is high-intent; offer it, don't assume", "Fabricates lead_ids when seeding the campaign instead of using the ids returned by tour_plan"] },
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leadbay_prospecting_overview: { "name": "leadbay_prospecting_overview", "short_description": `Orientation for working with Leadbay from any host \u2014 discovery vs.
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follow-up, the outreach loop, outcome recording, imports, pushback /
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snooze, and the connected-outreach-tool registry. Trigger when the
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leadbay_followup_check_in: `- \`leadbay_followup_check_in\`: Follow-up check-in: surface KNOWN leads from the Monitor view needing re-engagement. Trigger on "follow up", "already known leads", "what's overdue", "before my trip", "who should I re-engage". Do NOT trigger on "show me today's leads", "my morning check-in", "run my check-in", "I do this every day", "every morning" \u2014 those go to \`leadbay_daily_check_in\`.`,
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leadbay_import_file: `- \`leadbay_import_file\` (optional args: file, instruction): Import a user-supplied CSV/file into Leadbay through five phases with evidence gates \u2014 scan, derive, resolve identities, preserve & commit, then optionally qualify and report. The job is to maximize how many rows the Leadbay system actually ingests and matches.`,
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leadbay_log_outreach: `- \`leadbay_log_outreach\` (required args: lead_id, summary): Log outreach (an email I sent, a call I made, a meeting I had) on a specific lead. Captures verification so the SDR pipeline trusts the entry.`,
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leadbay_plan_tour_in_city: `- \`leadbay_plan_tour_in_city\` (required args: city; optional args: date):
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leadbay_plan_tour_in_city: `- \`leadbay_plan_tour_in_city\` (required args: city; optional args: date): Use whenever the user names a city they'll be in and asks who to see \u2014 "I'm in SF next Tuesday, who's worth meeting?", "I'm going to Berlin \u2014 who should I visit?", "plan my <city> tour". Any in-person/visit intent tied to a place routes here, NOT to \`leadbay_pull_leads\`. It surfaces follow-ups + fresh Discover leads in the city via \`leadbay_tour_plan\`, ALWAYS offers to plot them on a map (rendering it on yes), then offers outreach drafts + campaign persistence.`,
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leadbay_prospecting_overview: `- \`leadbay_prospecting_overview\`: Orientation for working with Leadbay from any host \u2014 discovery vs. follow-up, the outreach loop, outcome recording, imports, pushback / snooze, and the connected-outreach-tool registry. Trigger when the conversation involves Leadbay leads, prospecting, pipeline, follow-up, outreach, or lens / ICP \u2014 anything from "show me my leads" to "what should I follow up on" to "I'll send via lemlist".`,
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leadbay_qualify_top_n: `- \`leadbay_qualify_top_n\` (optional args: count): Bulk-qualify the top N un-qualified leads in the active lens. Uses leadbay_bulk_qualify_leads with a sensible default budget.`,
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leadbay_refine_audience: `- \`leadbay_refine_audience\` (required args: instruction): Refine the kind of leads Leadbay surfaces beyond firmographics, with a free-text instruction. Handles the clarification round-trip if the new prompt is ambiguous.`,
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`;
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var leadbay_adjust_audience = `## WHEN TO USE
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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>".
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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".
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**Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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Examples that SHOULD invoke this tool:
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- "Add fintech to my Joinery lens."
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## RENDER (quick)
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the candidates and ask the user
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On \`applied\`: confirm the lens edited (name) + the sectors/sizes/locations
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added as chips. On \`ambiguous_sectors\` / \`ambiguous_locations\` /
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\`ambiguous_lens\` / \`lens_not_found\`: surface the candidates and ask the user
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to pick, then re-call with the id/exact name.
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---
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**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.
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|
|
6930
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-
|
|
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+
**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.
|
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+
|
|
6969
|
+
WHEN TO USE: when the user wants to see different kinds of leads (sector / size / geography / etc.).
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|
6931
6970
|
|
|
6932
6971
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WHEN NOT TO USE: to refine BEYOND firmographics \u2014 that's leadbay_refine_prompt.
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6972
|
|
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@@ -7207,7 +7246,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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7246
|
|
|
7208
7247
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
7209
7248
|
|---|---|---|
|
|
7210
|
-
| \`places_map_display_v0\` (Claude) |
|
|
7249
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
7211
7250
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
7212
7251
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
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|
|
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@@ -7525,7 +7564,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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7564
|
|
|
7526
7565
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
7527
7566
|
|---|---|---|
|
|
7528
|
-
| \`places_map_display_v0\` (Claude) |
|
|
7567
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
7529
7568
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
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7569
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
|
7531
7570
|
|
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@@ -7781,7 +7820,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
|
|
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7781
7820
|
|
|
7782
7821
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
7783
7822
|
|---|---|---|
|
|
7784
|
-
| \`places_map_display_v0\` (Claude) |
|
|
7823
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
7785
7824
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
7786
7825
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
|
7787
7826
|
|
|
@@ -8397,7 +8436,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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8436
|
|
|
8398
8437
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
8399
8438
|
|---|---|---|
|
|
8400
|
-
| \`places_map_display_v0\` (Claude) |
|
|
8439
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
8401
8440
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
8402
8441
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
|
8403
8442
|
|
|
@@ -8475,7 +8514,7 @@ invent a tool that doesn't exist.
|
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|
8475
8514
|
`;
|
|
8476
8515
|
var leadbay_new_lens = `## WHEN TO USE
|
|
8477
8516
|
|
|
8478
|
-
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>".
|
|
8517
|
+
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>".
|
|
8479
8518
|
|
|
8480
8519
|
**Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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|
8481
8520
|
|
|
@@ -8486,7 +8525,7 @@ Prefer when: user wants a brand-new lens (create/make/set up, often 'specialized
|
|
|
8486
8525
|
Examples that SHOULD invoke this tool:
|
|
8487
8526
|
- "Create a lens called Joinery for the fintech sector."
|
|
8488
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|
- "Make me a new audience for healthcare companies, 30\u2013300 people."
|
|
8489
|
-
- "
|
|
8528
|
+
- "Create a lens for net-new accounts in Indre-et-Loire."
|
|
8490
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|
|
|
8491
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|
Examples that should NOT invoke this tool (sound similar, route elsewhere):
|
|
8492
8531
|
- "Add fintech to my Joinery lens."
|
|
@@ -8499,7 +8538,8 @@ On \`preview\` (default \u2014 NOTHING created yet): show the lens that WILL be
|
|
|
8499
8538
|
created (name + resolved sectors/sizes as chips) and ASK the user to confirm
|
|
8500
8539
|
via ask_user_input_v0 ("Create this lens?" / "Change something"). Only on
|
|
8501
8540
|
"yes" re-call with confirm:true. On \`created\`: confirm "Created **<name>**."
|
|
8502
|
-
On \`ambiguous_sectors\`: surface the
|
|
8541
|
+
On \`ambiguous_sectors\` / \`ambiguous_locations\`: surface the candidates to
|
|
8542
|
+
pick from.
|
|
8503
8543
|
|
|
8504
8544
|
---
|
|
8505
8545
|
|
|
@@ -8509,6 +8549,8 @@ Create a brand-new lens (saved audience) and apply its sector/size criteria. Clo
|
|
|
8509
8549
|
|
|
8510
8550
|
**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\`.
|
|
8511
8551
|
|
|
8552
|
+
**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.
|
|
8553
|
+
|
|
8512
8554
|
**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.
|
|
8513
8555
|
|
|
8514
8556
|
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>".
|
|
@@ -8526,7 +8568,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
|
|
|
8526
8568
|
|
|
8527
8569
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
8528
8570
|
|---|---|---|
|
|
8529
|
-
| \`places_map_display_v0\` (Claude) |
|
|
8571
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
8530
8572
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
8531
8573
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
|
8532
8574
|
|
|
@@ -8660,11 +8702,11 @@ email. Do NOT paste the email body into chat prose alongside.
|
|
|
8660
8702
|
|
|
8661
8703
|
---
|
|
8662
8704
|
|
|
8663
|
-
Prepare a single-lead outreach brief: the full \`lead\` block (score, \`split_ai_summary\`, \`location\`, \`size\`, \`phone_numbers\`, \`website\`, \`description\`, \`social_urls\`, \`social_presence\`), the \`recommended_contact\`
|
|
8705
|
+
Prepare a single-lead outreach brief: the full \`lead\` block (score, \`split_ai_summary\`, \`location\`, \`size\`, \`phone_numbers\`, \`website\`, \`description\`, \`social_urls\`, \`social_presence\`), the \`recommended_contact\` in post-enrichment shape (\`contact_id\`, names, \`job_title\`, \`email\`, \`phone_number\`, \`linkedin_page\`, \`is_org_contact\` \u2014 nulls where not yet enriched), \`additional_contacts_count\`, and an \`enrichment\` block describing async state.
|
|
8664
8706
|
|
|
8665
8707
|
Optionally trigger contact enrichment in-flight with \`enrich:true\`. Enrichment is async (~60s). **Self-polling pattern (no separate tool needed):** re-call \`leadbay_prepare_outreach(leadId)\` without \`enrich\`; check \`enrichment.complete\`. When \`complete: true\`, the recommended contact now carries \`email\` and/or \`phone_number\`.
|
|
8666
8708
|
|
|
8667
|
-
The first call
|
|
8709
|
+
The first call on a lead records a \`LEAD_VIEWED\`-style prospecting action server-side (deduped, one per lead per session) so it ages out of the Discover "new" view.
|
|
8668
8710
|
|
|
8669
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|
IRON LAW \u2014 OUTCOME AFTER OUTREACH. The moment the user reports outreach happened ("I sent it", "she didn't pick up", "left a voicemail", "they replied", a forwarded email thread, a calendar invite), you MUST (1) call leadbay_report_outreach with verification (gmail_message_id, calendar_event_id, or the user's literal one-sentence confirmation as user_confirmed.ref) AND (2) ask the user about the outcome and set epilogue_status to one of the 4 canonical values: EPILOGUE_INTEREST_VALIDATED_OR_MEETING_PLANED ("Meeting booked"), EPILOGUE_COULD_NOT_REACH_STILL_TRYING ("Trying to reach"), EPILOGUE_NOT_INTERESTED_LOST ("Not interested"), EPILOGUE_STILL_CHASING ("In progress"). Use the user-facing labels in dialogue ("What's the outcome \u2014 meeting booked, trying to reach, not interested, or in progress?"); never say "epilogue" out loud. Skipping this step silently de-ranks every future follow-up suggestion because pull_followups depends on honest, current outcomes.
|
|
8670
8712
|
|
|
@@ -8679,7 +8721,7 @@ WHEN NOT TO USE: across many leads \u2014 use leadbay_enrich_titles for bulk; fo
|
|
|
8679
8721
|
|
|
8680
8722
|
Route every draft through \`message_compose_v1\` (Claude's email composer). Above it, emit ONE short markdown context paragraph: score callout + sector fit + linked contact name + bare phone/email pills. Do NOT paste the email body into chat prose alongside \u2014 the composer IS the visual.
|
|
8681
8723
|
|
|
8682
|
-
Variant shape: 1\u20133 entries. Labels describe **strategy** ("Push for alignment", "Reference the M&A signal"
|
|
8724
|
+
Variant shape: 1\u20133 entries. Labels describe **strategy** ("Push for alignment", "Reference the M&A signal"), not tone. \`kind: "email"\` requires \`subject\`; phone/call openers use \`kind: "other"\` with the opener in \`body\`.
|
|
8683
8725
|
|
|
8684
8726
|
## GATE \u2014 PREFER BUILT-IN HOST WIDGETS
|
|
8685
8727
|
|
|
@@ -8689,7 +8731,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
|
|
|
8689
8731
|
|
|
8690
8732
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
8691
8733
|
|---|---|---|
|
|
8692
|
-
| \`places_map_display_v0\` (Claude) |
|
|
8734
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
8693
8735
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
8694
8736
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
|
8695
8737
|
|
|
@@ -9018,7 +9060,7 @@ Trigger phrases: "show me leads", "show me new leads", "show me today's leads",
|
|
|
9018
9060
|
|
|
9019
9061
|
**Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
|
|
9020
9062
|
|
|
9021
|
-
Do NOT use for: "leads I should follow up with" \u2192 \`leadbay_pull_followups\`; "I'm going to <city>" \u2192 \`
|
|
9063
|
+
Do NOT use for: "leads I should follow up with" \u2192 \`leadbay_pull_followups\`; "I'm going to <city>" \u2192 \`leadbay_tour_plan\`; "I'm in <city> next week \u2014 who's worth meeting" \u2192 \`leadbay_tour_plan\`; "who should I meet in <city>" \u2192 \`leadbay_tour_plan\`; "visiting <city> \u2014 who's worth meeting / seeing" \u2192 \`leadbay_tour_plan\`; "leads I should reach out to" \u2192 \`leadbay_pull_followups\`; "leads to get back to" \u2192 \`leadbay_pull_followups\`; "leads to contact today" \u2192 \`leadbay_pull_followups\`; "should I contact" \u2192 \`leadbay_pull_followups\`; "reconnect with" \u2192 \`leadbay_pull_followups\`; "re-engage" \u2192 \`leadbay_pull_followups\`.
|
|
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9064
|
|
|
9023
9065
|
Prefer when: fresh Discover leads; if a lens is named, pass \`lensId\` and pin it
|
|
9024
9066
|
|
|
@@ -9029,6 +9071,7 @@ Examples that SHOULD invoke this tool:
|
|
|
9029
9071
|
Examples that should NOT invoke this tool (sound similar, route elsewhere):
|
|
9030
9072
|
- "Which leads should I follow up with this week?"
|
|
9031
9073
|
- "I'm flying to Berlin Thursday \u2014 who should I meet?"
|
|
9074
|
+
- "I'm in San Francisco next Tuesday \u2014 who's worth meeting?"
|
|
9032
9075
|
- "Show me leads I should reach out to today."
|
|
9033
9076
|
- "Who should I get back to today?"
|
|
9034
9077
|
- "Leads I should contact today."
|
|
@@ -10226,7 +10269,7 @@ WHEN NOT TO USE: the user wants a lead list (leadbay_pull_leads / leadbay_pull_f
|
|
|
10226
10269
|
`;
|
|
10227
10270
|
var leadbay_tour_plan = `## WHEN TO USE
|
|
10228
10271
|
|
|
10229
|
-
Trigger phrases: "visiting <city> in <N> days", "field tour in <city>", "plan a tour in <city>", "who should I meet in <city>", "customers plus prospects in <city>", "tour itinerary".
|
|
10272
|
+
Trigger phrases: "visiting <city> in <N> days", "I'm in <city> next week / Tuesday \u2014 who's worth meeting", "I'm going to <city> \u2014 who should I see", "who's worth meeting in <city>", "field tour in <city>", "plan a tour in <city>", "who should I meet in <city>", "customers plus prospects in <city>", "tour itinerary".
|
|
10230
10273
|
|
|
10231
10274
|
**Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
|
|
10232
10275
|
|
|
@@ -10236,6 +10279,7 @@ Prefer when: user wants known accounts plus new discoveries in one geographic it
|
|
|
10236
10279
|
|
|
10237
10280
|
Examples that SHOULD invoke this tool:
|
|
10238
10281
|
- "I'm flying to Limoges in 4 days \u2014 give me 3 customers, 3 qualified prospects, and 3 new high-potential."
|
|
10282
|
+
- "I'm in San Francisco next Tuesday. Who's worth meeting?"
|
|
10239
10283
|
- "Plan my tour next Tuesday in Lyon: known accounts plus discoveries."
|
|
10240
10284
|
- "Build a mixed itinerary for Berlin \u2014 I want both follow-ups and fresh leads."
|
|
10241
10285
|
|
|
@@ -10246,16 +10290,18 @@ Examples that should NOT invoke this tool (sound similar, route elsewhere):
|
|
|
10246
10290
|
|
|
10247
10291
|
## RENDER (quick)
|
|
10248
10292
|
|
|
10249
|
-
|
|
10250
|
-
|
|
10251
|
-
|
|
10252
|
-
|
|
10253
|
-
|
|
10254
|
-
|
|
10255
|
-
|
|
10293
|
+
Present the leads grouped by mode (\u2605 Customer / \u2605 Qualified / \u2726 New),
|
|
10294
|
+
then ALWAYS offer to plot them on a map ("Want me to put these on a
|
|
10295
|
+
map?"). On yes (or if the user asked for a map up front), render it:
|
|
10296
|
+
pass \`map_locations\` verbatim into \`places_map_display_v0\`, or on a
|
|
10297
|
+
host without the widget emit one \`### Company \xB7 City, State\` place-card
|
|
10298
|
+
block per lead so the host's address carousel renders. Never a flat
|
|
10299
|
+
prose paragraph. Full recipe below.
|
|
10256
10300
|
|
|
10257
10301
|
---
|
|
10258
10302
|
|
|
10303
|
+
**BEFORE YOU CALL \u2014 clarify scope with a tap-to-answer question.** A field tour is high-intent, so unless the user already said it, ASK first (via \`ask_user_input_v0\` / \`AskUserQuestion\` \u2014 whichever is in your tool set) and wait for the answer before calling this tool: (1) **Who to include?** \u2014 "Mix \u2014 known accounts + fresh prospects" (default) / "Only my known accounts" / "Only fresh new prospects"; (2) **Enrich contacts with no phone/email?** \u2014 "Yes, enrich the top stops" / "No, just plan". Map answers to args: only-known \u2192 \`discover_count: 0\`; only-new \u2192 \`followups_count: 0\`; mix \u2192 defaults; enrich=yes \u2192 after planning, run \`leadbay_enrich_titles\` / \`leadbay_prepare_outreach(enrich:true)\` on top stops missing a channel. Skip the question only if the request already states scope ("plan a tour of just my new leads" \u2192 only-new, don't ask). Do NOT skip straight to building + mapping without this.
|
|
10304
|
+
|
|
10259
10305
|
Build a single-call mixed-mode itinerary for a field sales tour. Combines \`leadbay_pull_followups\` (Monitor leads in the city \u2014 known accounts) with \`leadbay_pull_leads\` (Discover wishlist \u2014 new prospects, then client-side filtered by city) so the agent can answer the canonical #3630 US1 ask: *"I'm visiting Limoges in 4 days \u2014 propose 3 customers + 3 qualified prospects + 3 new high-potential discoveries."*
|
|
10260
10306
|
|
|
10261
10307
|
**Geo resolution** is identical to \`leadbay_followups_map\`: pass \`city\` (any admin level \u2014 city, state, country, region \u2014 the \`/geo/search\` resolver picks the best match), or a pre-resolved \`city_id\`. Ambiguous matches surface as \`status: "ambiguous_locations"\` + \`location_ambiguities[]\`; pick an id and re-call with \`city_id\`.
|
|
@@ -10266,21 +10312,30 @@ Build a single-call mixed-mode itinerary for a field sales tour. Combines \`lead
|
|
|
10266
10312
|
|
|
10267
10313
|
---
|
|
10268
10314
|
|
|
10269
|
-
## RENDER \u2014
|
|
10315
|
+
## RENDER \u2014 present the leads, then OFFER the map (render on yes)
|
|
10316
|
+
|
|
10317
|
+
First present the leads grouped by mode as a tight per-lead list (badge + company + city + best contact). Then **ALWAYS offer the map** as the next step \u2014 "Want me to put these on a map?" \u2014 and render it only when the user accepts (or asked for a map in their original message). The map is mandatory to *offer* on every tour; it is *rendered* on acceptance.
|
|
10270
10318
|
|
|
10271
|
-
|
|
10319
|
+
When rendering, use the **two-step host flow** \u2014 this is what produces a real interactive street map instead of a schematic neighborhood scatter:
|
|
10272
10320
|
|
|
10273
|
-
|
|
10274
|
-
-
|
|
10321
|
+
1. **\`places_search\` first, once per lead.** For each entry in \`map_locations\`, call \`places_search\` with a natural query built from the lead's \`name\` + \`address\` (the full street address, e.g. "Brooklyn Brewery, 79 N 11th St, Brooklyn, NY"). This resolves a real \`place_id\` + verified coordinates/ratings from the host's place index. Run them up front (resolve all stops first), as the host's own guidance prescribes.
|
|
10322
|
+
2. **\`places_map_display_v0\` second**, fed the resolved places. Use **Itinerary mode** for a tour (multi-stop, route order, optional arrival times / stop durations) \u2014 a field-sales day IS an itinerary; Markers mode is only for a plain "show me X on a map". Carry each lead's mode badge (\u2605/\u2726) + one-line pitch from \`map_locations[i].notes\` into the place's note.
|
|
10323
|
+
|
|
10324
|
+
Do NOT skip \`places_search\` and push raw \`latitude\`/\`longitude\` straight into the display widget \u2014 that's exactly what falls back to the schematic relative scatter (dots by neighborhood, no streets). The \`map_locations\` array already gives you everything \`places_search\` needs (\`name\`, full \`address\`, \`latitude\`, \`longitude\`, badge-tagged \`notes\`); do NOT shorten the address to just the city.
|
|
10325
|
+
|
|
10326
|
+
For reference, the badge the server already applied to each \`notes\`:
|
|
10327
|
+
|
|
10328
|
+
- \`\u2605 Customer\` \u2014 Monitor lead with prior engagement history (\`epilogue_status\`, \`last_prospecting_action_at\`, or \`last_monitor_action_at\` set).
|
|
10329
|
+
- \`\u2605 Qualified\` \u2014 Monitor lead with a high score but no recent action.
|
|
10275
10330
|
- \`\u2726 New\` \u2014 Discover lead from \`discover_leads\`.
|
|
10276
10331
|
|
|
10277
|
-
|
|
10332
|
+
Example of a server-built \`notes\` string you pass through unchanged:
|
|
10278
10333
|
|
|
10279
10334
|
\`\`\`
|
|
10280
10335
|
\u2726 New \u2014 Strong mid-size hardware distributor fit. Reach Marie Dupont, Sales Director: +33 5 55 12 34 56, m.dupont@example.fr.
|
|
10281
10336
|
\`\`\`
|
|
10282
10337
|
|
|
10283
|
-
|
|
10338
|
+
Leads without coordinates are already omitted from \`map_locations\`. Use \`map_summary.leads_without_coords\` to footnote "+ N leads without coordinates" below the widget \u2014 no need to re-count.
|
|
10284
10339
|
|
|
10285
10340
|
## Chat prose AFTER the widget (where markdown DOES render)
|
|
10286
10341
|
|
|
@@ -10288,9 +10343,17 @@ Group the leads into THREE sections (Customers / Qualified Prospects / New Disco
|
|
|
10288
10343
|
|
|
10289
10344
|
If the user said something like "3+3+3", honor that split. If \`followups_count\` returned fewer Customers than asked, fill from Qualified.
|
|
10290
10345
|
|
|
10291
|
-
## RENDER \u2014 fallback for hosts without \`places_map_display_v0\`
|
|
10346
|
+
## RENDER \u2014 fallback for hosts without \`places_map_display_v0\` (still a map, never a prose list)
|
|
10292
10347
|
|
|
10293
|
-
|
|
10348
|
+
When the widget isn't in your tool set (e.g. Claude Desktop), you MUST still produce a map by emitting one place-card block per \`map_locations\` entry in EXACTLY this shape \u2014 the \`### Company \xB7 City, State\` heading with the address is what makes the host auto-detect it and render its own Google-Place-card carousel:
|
|
10349
|
+
|
|
10350
|
+
\`\`\`
|
|
10351
|
+
### <Company Name> \xB7 <City>, <State>
|
|
10352
|
+
|
|
10353
|
+
<\u2605 Customer | \u2605 Qualified | \u2726 New> \u2014 <one-sentence fit>. Reach **[<Contact>](<LinkedIn URL>)**, <role>. \u260E <bare phone>.
|
|
10354
|
+
\`\`\`
|
|
10355
|
+
|
|
10356
|
+
Group the blocks by mode (Customers \u2192 Qualified \u2192 New). A flat narrative paragraph ("Brooklyn Brewery \u2014 Broadway, 10018 (Midtown). Contact: \u2026") does NOT auto-detect into cards and is WRONG \u2014 the per-lead heading with the city is mandatory.
|
|
10294
10357
|
|
|
10295
10358
|
## GATE \u2014 PREFER BUILT-IN HOST WIDGETS
|
|
10296
10359
|
|
|
@@ -10300,7 +10363,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
|
|
|
10300
10363
|
|
|
10301
10364
|
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
10302
10365
|
|---|---|---|
|
|
10303
|
-
| \`places_map_display_v0\` (Claude) |
|
|
10366
|
+
| \`places_map_display_v0\` + \`places_search\` (Claude) | \u22652 leads with coords / \`location.city\`, geographic / "in person" / travel intent | **Two-step**: \`places_search\` each lead (query = company + full street address) \u2192 real \`place_id\`/coords, THEN render with \`places_map_display_v0\` (Itinerary mode for a tour). Skipping \`places_search\` \u2192 schematic scatter, not a street map. |
|
|
10304
10367
|
| \`message_compose_v1\` (Claude) | You're about to draft outreach (email / message / call opener) | \`{kind: "email", summary_title, variants: [{label, body, subject}]}\` \u2014 2\u20133 variants, labels describe STRATEGY ("Push for alignment", "Reference the M&A signal"), not tone ("Friendly", "Formal") |
|
|
10305
10368
|
| \`ask_user_input_v0\` (Claude chat / ChatGPT) **or** \`AskUserQuestion\` (Claude cowork / Claude Code) \u2014 whichever is in your tool set; their schemas differ, match the one you have | The tool's NEXT STEPS block has 2\u20134 mutually-exclusive next moves and the user hasn't already chosen | Per-tool schema in the server instructions + NEXT STEPS routing block. Max 3 questions. |
|
|
10306
10369
|
|
|
@@ -10319,7 +10382,7 @@ WHEN TO USE: the user signals a *mixed* tour-planning intent \u2014 they want bo
|
|
|
10319
10382
|
|
|
10320
10383
|
WHEN NOT TO USE: if the user only wants follow-ups (use \`leadbay_followups_map\`), only wants new leads (use \`leadbay_pull_leads\`), wants research on one specific account (\`leadbay_research_lead_by_id\`), or wants to persist the tour as a campaign artifact (chain into \`leadbay_create_campaign\` after this).
|
|
10321
10384
|
|
|
10322
|
-
**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.
|
|
10385
|
+
**Response envelope**: \`{city, city_id, monitor_leads, discover_leads, discover_filter_note, map_locations, map_summary, _meta}\` on happy path; \`{status: "ambiguous_locations", location_ambiguities, ...}\` when the passed \`city\` matched multiple admin areas.
|
|
10323
10386
|
|
|
10324
10387
|
---
|
|
10325
10388
|
`;
|
|
@@ -15664,6 +15727,54 @@ function cityMatches(lead, cityHint) {
|
|
|
15664
15727
|
const haystacks = [loc.city, loc.state, loc.country, loc.full].filter((v) => typeof v === "string").map((v) => v.toLowerCase());
|
|
15665
15728
|
return haystacks.some((h) => h.includes(hint) || hint.includes(h));
|
|
15666
15729
|
}
|
|
15730
|
+
function toMapLocation(lead, mode) {
|
|
15731
|
+
const pos = lead?.location?.pos;
|
|
15732
|
+
const valid = Array.isArray(pos) && pos.length === 2 && pos.every((n) => typeof n === "number");
|
|
15733
|
+
if (!valid)
|
|
15734
|
+
return null;
|
|
15735
|
+
const loc = lead.location;
|
|
15736
|
+
const c = lead.recommended_contact;
|
|
15737
|
+
const cleanName = (v) => typeof v === "string" && v.trim() && v.trim().toLowerCase() !== "null" ? v.trim() : "";
|
|
15738
|
+
const fullName = c ? [cleanName(c.first_name), cleanName(c.last_name)].filter(Boolean).join(" ") : "";
|
|
15739
|
+
const role = cleanName(c?.job_title) ? `, ${cleanName(c?.job_title)}` : "";
|
|
15740
|
+
const angle = lead.split_ai_summary?.next_step ?? lead.split_ai_summary?.approach_angle ?? lead.short_description ?? "Worth a visit";
|
|
15741
|
+
let reach;
|
|
15742
|
+
if (c && fullName && c.phone_number) {
|
|
15743
|
+
reach = `Reach ${fullName}${role}: ${c.phone_number}${c.email ? `, ${c.email}` : ""}.`;
|
|
15744
|
+
} else if (c && fullName && c.email) {
|
|
15745
|
+
reach = `Reach ${fullName}${role}: ${c.email}.`;
|
|
15746
|
+
} else if (c && fullName) {
|
|
15747
|
+
reach = `Reach ${fullName} (enrich a channel).`;
|
|
15748
|
+
} else {
|
|
15749
|
+
reach = "Enrich a contact to reach this account.";
|
|
15750
|
+
}
|
|
15751
|
+
const notes = `${mode} \u2014 ${angle}. ${reach}`.slice(0, 280);
|
|
15752
|
+
return {
|
|
15753
|
+
name: lead.name,
|
|
15754
|
+
address: loc.full ?? [loc.city, loc.state, loc.country].filter(Boolean).join(", "),
|
|
15755
|
+
latitude: pos[0],
|
|
15756
|
+
longitude: pos[1],
|
|
15757
|
+
notes
|
|
15758
|
+
};
|
|
15759
|
+
}
|
|
15760
|
+
function hasMonitorHistory(lead) {
|
|
15761
|
+
return Boolean(lead?.epilogue_status || lead?.last_prospecting_action_at || lead?.last_monitor_action_at);
|
|
15762
|
+
}
|
|
15763
|
+
function buildMap(monitorLeads, discoverLeads2) {
|
|
15764
|
+
const mapLocations = [
|
|
15765
|
+
...monitorLeads.map((l) => toMapLocation(l, hasMonitorHistory(l) ? "\u2605 Customer" : "\u2605 Qualified")),
|
|
15766
|
+
...discoverLeads2.map((l) => toMapLocation(l, "\u2726 New"))
|
|
15767
|
+
].filter((m) => m !== null);
|
|
15768
|
+
const totalLeads = monitorLeads.length + discoverLeads2.length;
|
|
15769
|
+
return {
|
|
15770
|
+
map_locations: mapLocations,
|
|
15771
|
+
map_summary: {
|
|
15772
|
+
total_leads: totalLeads,
|
|
15773
|
+
leads_with_coords: mapLocations.length,
|
|
15774
|
+
leads_without_coords: totalLeads - mapLocations.length
|
|
15775
|
+
}
|
|
15776
|
+
};
|
|
15777
|
+
}
|
|
15667
15778
|
var tourPlan = {
|
|
15668
15779
|
name: "leadbay_tour_plan",
|
|
15669
15780
|
annotations: {
|
|
@@ -15715,6 +15826,20 @@ var tourPlan = {
|
|
|
15715
15826
|
type: "string",
|
|
15716
15827
|
description: "Human-readable summary of the client-side geo filter applied to Discover leads (e.g. 'matched 3/30 by city/state')."
|
|
15717
15828
|
},
|
|
15829
|
+
map_locations: {
|
|
15830
|
+
type: "array",
|
|
15831
|
+
description: "Pre-shaped entries for `places_map_display_v0` \u2014 pass each one verbatim ({name, address, latitude, longitude, notes}); the mode badge (\u2605 Customer / \u2605 Qualified / \u2726 New) is already in `notes`. Do NOT reshape or re-derive from `location.pos`. One entry per lead with valid coordinates; coordinate-less leads are omitted and counted in `map_summary`.",
|
|
15832
|
+
items: { type: "object" }
|
|
15833
|
+
},
|
|
15834
|
+
map_summary: {
|
|
15835
|
+
type: "object",
|
|
15836
|
+
description: "Deterministic coverage counts so the agent can footnote '+ N leads without coordinates' without re-counting.",
|
|
15837
|
+
properties: {
|
|
15838
|
+
total_leads: { type: "number" },
|
|
15839
|
+
leads_with_coords: { type: "number" },
|
|
15840
|
+
leads_without_coords: { type: "number" }
|
|
15841
|
+
}
|
|
15842
|
+
},
|
|
15718
15843
|
status: {
|
|
15719
15844
|
type: "string",
|
|
15720
15845
|
description: "'ambiguous_locations' when the passed `city` matched multiple admin areas \u2014 pick an id from location_ambiguities and re-call with city_id."
|
|
@@ -15731,7 +15856,7 @@ var tourPlan = {
|
|
|
15731
15856
|
}
|
|
15732
15857
|
}
|
|
15733
15858
|
},
|
|
15734
|
-
required: ["monitor_leads", "discover_leads"]
|
|
15859
|
+
required: ["monitor_leads", "discover_leads", "map_locations"]
|
|
15735
15860
|
},
|
|
15736
15861
|
execute: async (client, params, ctx) => {
|
|
15737
15862
|
const followupsCount = params.followups_count ?? DEFAULT_FOLLOWUPS_COUNT;
|
|
@@ -15753,6 +15878,12 @@ var tourPlan = {
|
|
|
15753
15878
|
monitor_leads: [],
|
|
15754
15879
|
discover_leads: [],
|
|
15755
15880
|
discover_filter_note: "City was ambiguous; pick an id and re-call to proceed.",
|
|
15881
|
+
map_locations: [],
|
|
15882
|
+
map_summary: {
|
|
15883
|
+
total_leads: 0,
|
|
15884
|
+
leads_with_coords: 0,
|
|
15885
|
+
leads_without_coords: 0
|
|
15886
|
+
},
|
|
15756
15887
|
city: params.city ?? null,
|
|
15757
15888
|
city_id: params.city_id ?? null,
|
|
15758
15889
|
_meta: {
|
|
@@ -15779,6 +15910,7 @@ var tourPlan = {
|
|
|
15779
15910
|
monitor_leads: monitorLeads,
|
|
15780
15911
|
discover_leads: discoverLeads2,
|
|
15781
15912
|
discover_filter_note: filterNote,
|
|
15913
|
+
...buildMap(monitorLeads, discoverLeads2),
|
|
15782
15914
|
_meta: {
|
|
15783
15915
|
region: client.region,
|
|
15784
15916
|
latency_ms: client.lastMeta?.latency_ms ?? null
|
|
@@ -20415,7 +20547,7 @@ async function resolveLensByName(client, name) {
|
|
|
20415
20547
|
return { ok: false, reason: "ambiguous", matches: partial };
|
|
20416
20548
|
return { ok: false, reason: "not_found", lenses: all };
|
|
20417
20549
|
}
|
|
20418
|
-
function mergeFilter(current, toAddSectors, toExcludeSectors, sizes) {
|
|
20550
|
+
function mergeFilter(current, toAddSectors, toExcludeSectors, sizes, toAddLocations = [], toExcludeLocations = []) {
|
|
20419
20551
|
const items = current?.lens_filter?.items ?? [];
|
|
20420
20552
|
const item = items[0] ?? { criteria: [] };
|
|
20421
20553
|
const criteria = item.criteria ? [...item.criteria] : [];
|
|
@@ -20447,6 +20579,34 @@ function mergeFilter(current, toAddSectors, toExcludeSectors, sizes) {
|
|
|
20447
20579
|
});
|
|
20448
20580
|
}
|
|
20449
20581
|
}
|
|
20582
|
+
if (toAddLocations.length > 0) {
|
|
20583
|
+
const idx = criteria.findIndex((c) => c.type === "location_ids" && !c.is_excluded);
|
|
20584
|
+
if (idx >= 0) {
|
|
20585
|
+
const cur = criteria[idx];
|
|
20586
|
+
const merged = Array.from(/* @__PURE__ */ new Set([...cur.locations ?? [], ...toAddLocations]));
|
|
20587
|
+
criteria[idx] = { ...cur, locations: merged };
|
|
20588
|
+
} else {
|
|
20589
|
+
criteria.push({
|
|
20590
|
+
type: "location_ids",
|
|
20591
|
+
is_excluded: false,
|
|
20592
|
+
locations: toAddLocations
|
|
20593
|
+
});
|
|
20594
|
+
}
|
|
20595
|
+
}
|
|
20596
|
+
if (toExcludeLocations.length > 0) {
|
|
20597
|
+
const idx = criteria.findIndex((c) => c.type === "location_ids" && c.is_excluded);
|
|
20598
|
+
if (idx >= 0) {
|
|
20599
|
+
const cur = criteria[idx];
|
|
20600
|
+
const merged = Array.from(/* @__PURE__ */ new Set([...cur.locations ?? [], ...toExcludeLocations]));
|
|
20601
|
+
criteria[idx] = { ...cur, locations: merged };
|
|
20602
|
+
} else {
|
|
20603
|
+
criteria.push({
|
|
20604
|
+
type: "location_ids",
|
|
20605
|
+
is_excluded: true,
|
|
20606
|
+
locations: toExcludeLocations
|
|
20607
|
+
});
|
|
20608
|
+
}
|
|
20609
|
+
}
|
|
20450
20610
|
if (sizes && sizes.length > 0) {
|
|
20451
20611
|
const normalizedSizes = sizes.map((s) => ({
|
|
20452
20612
|
min: s.min ?? 0,
|
|
@@ -20507,6 +20667,21 @@ var adjustAudience = {
|
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|
20507
20667
|
},
|
|
20508
20668
|
description: "Company size buckets, e.g. [{min:30,max:300}]"
|
|
20509
20669
|
},
|
|
20670
|
+
locations: {
|
|
20671
|
+
type: "array",
|
|
20672
|
+
items: { type: "string" },
|
|
20673
|
+
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."
|
|
20674
|
+
},
|
|
20675
|
+
location_ids: {
|
|
20676
|
+
type: "array",
|
|
20677
|
+
items: { type: "string" },
|
|
20678
|
+
description: "Explicit admin-area ids (skips /geo/search resolution)"
|
|
20679
|
+
},
|
|
20680
|
+
exclude_locations: {
|
|
20681
|
+
type: "array",
|
|
20682
|
+
items: { type: "string" },
|
|
20683
|
+
description: "Locations to exclude (free text or ids)"
|
|
20684
|
+
},
|
|
20510
20685
|
lensId: { type: "number", description: "Lens id (escape hatch)" },
|
|
20511
20686
|
lensName: {
|
|
20512
20687
|
type: "string",
|
|
@@ -20525,17 +20700,22 @@ var adjustAudience = {
|
|
|
20525
20700
|
},
|
|
20526
20701
|
outputSchema: {
|
|
20527
20702
|
type: "object",
|
|
20528
|
-
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).",
|
|
20703
|
+
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).",
|
|
20529
20704
|
properties: {
|
|
20530
20705
|
status: {
|
|
20531
20706
|
type: "string",
|
|
20532
|
-
description: "'applied', 'ambiguous_sectors', 'lens_not_found', or 'ambiguous_lens'."
|
|
20707
|
+
description: "'applied', 'ambiguous_sectors', 'ambiguous_locations', 'lens_not_found', or 'ambiguous_lens'."
|
|
20533
20708
|
},
|
|
20534
20709
|
sector_ambiguities: {
|
|
20535
20710
|
type: "array",
|
|
20536
20711
|
description: "Per ambiguous text: {sector_text, matches:[{id, name, score}]}. Agent picks an id and re-calls.",
|
|
20537
20712
|
items: { type: "object" }
|
|
20538
20713
|
},
|
|
20714
|
+
location_ambiguities: {
|
|
20715
|
+
type: "array",
|
|
20716
|
+
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.",
|
|
20717
|
+
items: { type: "object" }
|
|
20718
|
+
},
|
|
20539
20719
|
lenses: {
|
|
20540
20720
|
type: "array",
|
|
20541
20721
|
description: "On 'lens_not_found': the user's lenses [{id, name}] to pick from.",
|
|
@@ -20619,9 +20799,45 @@ var adjustAudience = {
|
|
|
20619
20799
|
message: parts.join(" ")
|
|
20620
20800
|
};
|
|
20621
20801
|
}
|
|
20802
|
+
const includeLocTexts = [
|
|
20803
|
+
...params.locations ?? [],
|
|
20804
|
+
...params.location_ids ?? []
|
|
20805
|
+
];
|
|
20806
|
+
const excludeLocTexts = params.exclude_locations ?? [];
|
|
20807
|
+
const includeLocRes = await resolveLocations(client, includeLocTexts);
|
|
20808
|
+
const excludeLocRes = await resolveLocations(client, excludeLocTexts);
|
|
20809
|
+
const locAmbiguities = [
|
|
20810
|
+
...includeLocRes.ambiguities,
|
|
20811
|
+
...excludeLocRes.ambiguities
|
|
20812
|
+
];
|
|
20813
|
+
if (locAmbiguities.length > 0) {
|
|
20814
|
+
const incMatch = includeLocRes.ambiguities.filter((a) => a.matches.length > 0);
|
|
20815
|
+
const incNone = includeLocRes.ambiguities.filter((a) => a.matches.length === 0);
|
|
20816
|
+
const excMatch = excludeLocRes.ambiguities.filter((a) => a.matches.length > 0);
|
|
20817
|
+
const excNone = excludeLocRes.ambiguities.filter((a) => a.matches.length === 0);
|
|
20818
|
+
const quote = (as) => as.map((a) => `"${a.location_text}"`).join(", ");
|
|
20819
|
+
const parts = [];
|
|
20820
|
+
if (incNone.length > 0) {
|
|
20821
|
+
parts.push(`Couldn't find a location matching ${quote(incNone)}. Ask the user to rephrase, then re-call with location_ids=...`);
|
|
20822
|
+
}
|
|
20823
|
+
if (incMatch.length > 0) {
|
|
20824
|
+
parts.push(`${quote(incMatch)} matched multiple areas. Pick from the matches and re-call with location_ids=...`);
|
|
20825
|
+
}
|
|
20826
|
+
if (excNone.length > 0) {
|
|
20827
|
+
parts.push(`Couldn't find a location to exclude matching ${quote(excNone)}. Ask the user to rephrase, then re-call with exclude_locations=... (the chosen id).`);
|
|
20828
|
+
}
|
|
20829
|
+
if (excMatch.length > 0) {
|
|
20830
|
+
parts.push(`${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.`);
|
|
20831
|
+
}
|
|
20832
|
+
return {
|
|
20833
|
+
status: "ambiguous_locations",
|
|
20834
|
+
location_ambiguities: locAmbiguities,
|
|
20835
|
+
message: parts.join(" ")
|
|
20836
|
+
};
|
|
20837
|
+
}
|
|
20622
20838
|
const lens = await client.request("GET", `/lenses/${startingLensId}`);
|
|
20623
20839
|
const currentFilter = await client.request("GET", `/lenses/${startingLensId}/filter`);
|
|
20624
|
-
const merged = mergeFilter(currentFilter, includeRes.resolved, excludeRes.resolved, params.sizes);
|
|
20840
|
+
const merged = mergeFilter(currentFilter, includeRes.resolved, excludeRes.resolved, params.sizes, includeLocRes.resolved, excludeLocRes.resolved);
|
|
20625
20841
|
const mergedBody = filterWriteBody(merged);
|
|
20626
20842
|
const isDefault = lens.is_default || lens.default;
|
|
20627
20843
|
const isUserLevel = lens.user_id != null;
|
|
@@ -21344,6 +21560,16 @@ var newLens = {
|
|
|
21344
21560
|
},
|
|
21345
21561
|
description: "Company size buckets, e.g. [{min:30,max:300}]."
|
|
21346
21562
|
},
|
|
21563
|
+
locations: {
|
|
21564
|
+
type: "array",
|
|
21565
|
+
items: { type: "string" },
|
|
21566
|
+
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."
|
|
21567
|
+
},
|
|
21568
|
+
exclude_locations: {
|
|
21569
|
+
type: "array",
|
|
21570
|
+
items: { type: "string" },
|
|
21571
|
+
description: "Locations to exclude \u2014 free text or ids."
|
|
21572
|
+
},
|
|
21347
21573
|
base: {
|
|
21348
21574
|
type: "number",
|
|
21349
21575
|
description: "Lens id to clone from. Defaults to the active/default lens."
|
|
@@ -21359,12 +21585,12 @@ var newLens = {
|
|
|
21359
21585
|
},
|
|
21360
21586
|
outputSchema: {
|
|
21361
21587
|
type: "object",
|
|
21362
|
-
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
|
|
21588
|
+
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).",
|
|
21363
21589
|
properties: {
|
|
21364
|
-
status: { type: "string", description: "'preview', 'created', 'ambiguous_sectors', or 'orphan_created' (filter write failed + cleanup failed)." },
|
|
21590
|
+
status: { type: "string", description: "'preview', 'created', 'ambiguous_sectors', 'ambiguous_locations', or 'orphan_created' (filter write failed + cleanup failed)." },
|
|
21365
21591
|
will_create: {
|
|
21366
21592
|
type: "object",
|
|
21367
|
-
description: "On 'preview': what WILL be created \u2014 {name, description, sectors, exclude_sectors, sizes}. Nothing has been written yet."
|
|
21593
|
+
description: "On 'preview': what WILL be created \u2014 {name, description, sectors, exclude_sectors, sizes, locations, exclude_locations}. Nothing has been written yet."
|
|
21368
21594
|
},
|
|
21369
21595
|
filter_preview: { type: "object", description: "On 'preview': the FilterPayload that would be applied." },
|
|
21370
21596
|
lens: {
|
|
@@ -21376,6 +21602,11 @@ var newLens = {
|
|
|
21376
21602
|
description: "On 'ambiguous_sectors': per text {sector_text, matches:[{id,name,score}]}.",
|
|
21377
21603
|
items: { type: "object" }
|
|
21378
21604
|
},
|
|
21605
|
+
location_ambiguities: {
|
|
21606
|
+
type: "array",
|
|
21607
|
+
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.",
|
|
21608
|
+
items: { type: "object" }
|
|
21609
|
+
},
|
|
21379
21610
|
filter_applied: { type: "object", description: "On 'created': the FilterPayload POSTed to the new lens." },
|
|
21380
21611
|
message: { type: "string" },
|
|
21381
21612
|
_meta: { type: "object" }
|
|
@@ -21402,7 +21633,38 @@ var newLens = {
|
|
|
21402
21633
|
message: parts.join(" ")
|
|
21403
21634
|
};
|
|
21404
21635
|
}
|
|
21405
|
-
const
|
|
21636
|
+
const includeLocRes = await resolveLocations(client, params.locations ?? []);
|
|
21637
|
+
const excludeLocRes = await resolveLocations(client, params.exclude_locations ?? []);
|
|
21638
|
+
const locAmbiguities = [
|
|
21639
|
+
...includeLocRes.ambiguities,
|
|
21640
|
+
...excludeLocRes.ambiguities
|
|
21641
|
+
];
|
|
21642
|
+
if (locAmbiguities.length > 0) {
|
|
21643
|
+
const incMatch = includeLocRes.ambiguities.filter((a) => a.matches.length > 0);
|
|
21644
|
+
const incNone = includeLocRes.ambiguities.filter((a) => a.matches.length === 0);
|
|
21645
|
+
const excMatch = excludeLocRes.ambiguities.filter((a) => a.matches.length > 0);
|
|
21646
|
+
const excNone = excludeLocRes.ambiguities.filter((a) => a.matches.length === 0);
|
|
21647
|
+
const quote = (as) => as.map((a) => `"${a.location_text}"`).join(", ");
|
|
21648
|
+
const parts = [];
|
|
21649
|
+
if (incNone.length > 0) {
|
|
21650
|
+
parts.push(`Couldn't find a location matching ${quote(incNone)}. Pick a known area and re-call via locations (lens not yet created).`);
|
|
21651
|
+
}
|
|
21652
|
+
if (incMatch.length > 0) {
|
|
21653
|
+
parts.push(`${quote(incMatch)} matched multiple areas. Pick from the matches and re-call with the chosen id in locations.`);
|
|
21654
|
+
}
|
|
21655
|
+
if (excNone.length > 0) {
|
|
21656
|
+
parts.push(`Couldn't find a location to exclude matching ${quote(excNone)}. Pick a known area and re-call via exclude_locations (lens not yet created).`);
|
|
21657
|
+
}
|
|
21658
|
+
if (excMatch.length > 0) {
|
|
21659
|
+
parts.push(`${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.`);
|
|
21660
|
+
}
|
|
21661
|
+
return {
|
|
21662
|
+
status: "ambiguous_locations",
|
|
21663
|
+
location_ambiguities: locAmbiguities,
|
|
21664
|
+
message: parts.join(" ")
|
|
21665
|
+
};
|
|
21666
|
+
}
|
|
21667
|
+
const merged = mergeFilter(EMPTY_FILTER, includeRes.resolved, excludeRes.resolved, params.sizes, includeLocRes.resolved, excludeLocRes.resolved);
|
|
21406
21668
|
if (params.confirm !== true) {
|
|
21407
21669
|
return {
|
|
21408
21670
|
status: "preview",
|
|
@@ -21411,7 +21673,9 @@ var newLens = {
|
|
|
21411
21673
|
description: params.description ?? null,
|
|
21412
21674
|
sectors: includeRes.resolved,
|
|
21413
21675
|
exclude_sectors: excludeRes.resolved,
|
|
21414
|
-
sizes: merged.lens_filter.items[0].criteria.find((c) => c.type === "size") ?? null
|
|
21676
|
+
sizes: merged.lens_filter.items[0].criteria.find((c) => c.type === "size") ?? null,
|
|
21677
|
+
locations: includeLocRes.resolved,
|
|
21678
|
+
exclude_locations: excludeLocRes.resolved
|
|
21415
21679
|
},
|
|
21416
21680
|
filter_preview: merged,
|
|
21417
21681
|
message: `About to create "${params.name}". Confirm with the user, then re-call with confirm:true.`,
|
|
@@ -23750,7 +24014,7 @@ function parseWriteEnv(env = process.env) {
|
|
|
23750
24014
|
}
|
|
23751
24015
|
|
|
23752
24016
|
// src/http-server.ts
|
|
23753
|
-
var VERSION = true ? "0.23.
|
|
24017
|
+
var VERSION = true ? "0.23.7" : "0.0.0-dev";
|
|
23754
24018
|
var PORT = Number(process.env.PORT ?? 8080);
|
|
23755
24019
|
var HOST = process.env.HOST ?? "0.0.0.0";
|
|
23756
24020
|
var sseSessions = /* @__PURE__ */ new Map();
|