@leadbay/mcp 0.23.6 → 0.23.8

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package/dist/bin.js CHANGED
@@ -6117,7 +6117,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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  | Host widget | Use when | Field map (from Leadbay payload) |
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  |---|---|---|
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- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
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+ | \`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. |
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  | \`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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  | \`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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@@ -6435,7 +6435,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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  | Host widget | Use when | Field map (from Leadbay payload) |
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  |---|---|---|
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- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
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+ | \`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. |
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  | \`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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  | \`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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@@ -6691,7 +6691,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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  | Host widget | Use when | Field map (from Leadbay payload) |
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  |---|---|---|
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- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
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+ | \`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. |
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  | \`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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  | \`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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@@ -7307,7 +7307,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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  | Host widget | Use when | Field map (from Leadbay payload) |
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  |---|---|---|
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- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
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+ | \`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. |
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  | \`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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  | \`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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@@ -7439,7 +7439,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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  | Host widget | Use when | Field map (from Leadbay payload) |
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  |---|---|---|
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- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
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+ | \`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. |
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  | \`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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  | \`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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@@ -7573,11 +7573,11 @@ email. Do NOT paste the email body into chat prose alongside.
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  ---
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- 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\` (always in the post-enrichment shape \u2014 \`contact_id\`, \`first_name\`, \`last_name\`, \`job_title\`, \`email\`, \`phone_number\`, \`linkedin_page\`, \`is_org_contact\` \u2014 with nulls where data isn't yet enriched), \`additional_contacts_count\`, and an \`enrichment\` block describing async state.
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+ 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.
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  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\`.
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- The first call to this tool on a lead records a \`LEAD_VIEWED\`-style prospecting action server-side (one per lead per session \u2014 deduped) so the lead ages out of the Discover "new" view.
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+ 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.
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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.
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@@ -7592,7 +7592,7 @@ WHEN NOT TO USE: across many leads \u2014 use leadbay_enrich_titles for bulk; fo
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  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.
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- Variant shape: 1\u20133 entries. Labels describe **strategy** ("Push for alignment", "Reference the M&A signal", "Soft intro \u2014 peer reference"), not tone. \`kind: "email"\` requires \`subject\`; phone/call openers use \`kind: "other"\` with the opener in \`body\`.
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+ 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\`.
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  ## GATE \u2014 PREFER BUILT-IN HOST WIDGETS
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@@ -7602,7 +7602,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
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  | Host widget | Use when | Field map (from Leadbay payload) |
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  |---|---|---|
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- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
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+ | \`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. |
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  | \`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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  | \`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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@@ -7931,7 +7931,7 @@ Trigger phrases: "show me leads", "show me new leads", "show me today's leads",
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  **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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- Do NOT use for: "leads I should follow up with" \u2192 \`leadbay_pull_followups\`; "I'm going to <city>" \u2192 \`leadbay_followups_map\`; "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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+ 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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  Prefer when: fresh Discover leads; if a lens is named, pass \`lensId\` and pin it
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@@ -7942,6 +7942,7 @@ Examples that SHOULD invoke this tool:
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  Examples that should NOT invoke this tool (sound similar, route elsewhere):
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  - "Which leads should I follow up with this week?"
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  - "I'm flying to Berlin Thursday \u2014 who should I meet?"
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+ - "I'm in San Francisco next Tuesday \u2014 who's worth meeting?"
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  - "Show me leads I should reach out to today."
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  - "Who should I get back to today?"
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  - "Leads I should contact today."
@@ -9139,7 +9140,7 @@ WHEN NOT TO USE: the user wants a lead list (leadbay_pull_leads / leadbay_pull_f
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  `;
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  leadbay_tour_plan = `## WHEN TO USE
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- 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".
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+ 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".
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  **Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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@@ -9149,6 +9150,7 @@ Prefer when: user wants known accounts plus new discoveries in one geographic it
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  Examples that SHOULD invoke this tool:
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  - "I'm flying to Limoges in 4 days \u2014 give me 3 customers, 3 qualified prospects, and 3 new high-potential."
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+ - "I'm in San Francisco next Tuesday. Who's worth meeting?"
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  - "Plan my tour next Tuesday in Lyon: known accounts plus discoveries."
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  - "Build a mixed itinerary for Berlin \u2014 I want both follow-ups and fresh leads."
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@@ -9159,16 +9161,18 @@ Examples that should NOT invoke this tool (sound similar, route elsewhere):
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  ## RENDER (quick)
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- Route the union of monitor_leads + discover_leads into
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- \`places_map_display_v0\` \u2014 same recipe as followups_map (lat/lng
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- split, full address, short notes). Tag each entry's notes with a
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- mode badge: "\u2605 Customer" / "\u2605 Qualified" / "\u2726 New" (split Monitor
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- by last_monitor_action; Discover = New). Below the widget: one
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- intro sentence + per-group chat-prose list with LinkedIn-linked
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- contact names.
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+ Present the leads grouped by mode (\u2605 Customer / \u2605 Qualified / \u2726 New),
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+ then ALWAYS offer to plot them on a map ("Want me to put these on a
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+ map?"). On yes (or if the user asked for a map up front), render it:
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+ pass \`map_locations\` verbatim into \`places_map_display_v0\`, or on a
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+ host without the widget emit one \`### Company \xB7 City, State\` place-card
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+ block per lead so the host's address carousel renders. Never a flat
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+ prose paragraph. Full recipe below.
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  ---
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+ **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.
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+
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  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."*
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  **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\`.
@@ -9179,21 +9183,30 @@ Build a single-call mixed-mode itinerary for a field sales tour. Combines \`lead
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  ---
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- ## RENDER \u2014 host-native map widget (REQUIRED, preferred)
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+ ## RENDER \u2014 present the leads, then OFFER the map (render on yes)
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+
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+ 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.
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+ When rendering, use the **two-step host flow** \u2014 this is what produces a real interactive street map instead of a schematic neighborhood scatter:
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- Identical to \`leadbay_followups_map\`. Pass the union \`monitor_leads + discover_leads\` into \`places_map_display_v0\`. The mode information goes in the per-lead \`notes\` string as a **leading badge**:
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+ 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.
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+ 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.
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- - \`\u2605 Customer\` \u2014 Monitor lead with an existing \`last_monitor_action\` history (engaged / past interaction).
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- - \`\u2605 Qualified\` \u2014 Monitor lead with a high \`ai_agent_lead_score\` or \`score\` but no recent action.
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+ 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.
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+ For reference, the badge the server already applied to each \`notes\`:
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+ - \`\u2605 Customer\` \u2014 Monitor lead with prior engagement history (\`epilogue_status\`, \`last_prospecting_action_at\`, or \`last_monitor_action_at\` set).
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+ - \`\u2605 Qualified\` \u2014 Monitor lead with a high score but no recent action.
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  - \`\u2726 New\` \u2014 Discover lead from \`discover_leads\`.
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- Then the rest of the notes string follows the standard recipe: ONE sentence, sector/fit + contact ask, bare phone + email auto-linkified. Example:
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+ Example of a server-built \`notes\` string you pass through unchanged:
9191
9204
 
9192
9205
  \`\`\`
9193
9206
  \u2726 New \u2014 Strong mid-size hardware distributor fit. Reach Marie Dupont, Sales Director: +33 5 55 12 34 56, m.dupont@example.fr.
9194
9207
  \`\`\`
9195
9208
 
9196
- Skip any lead whose \`location.pos\` is null (no lat/lng \u2192 no pin) \u2014 list them as a "+ N leads without coordinates" footer below the widget.
9209
+ 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.
9197
9210
 
9198
9211
  ## Chat prose AFTER the widget (where markdown DOES render)
9199
9212
 
@@ -9201,9 +9214,17 @@ Group the leads into THREE sections (Customers / Qualified Prospects / New Disco
9201
9214
 
9202
9215
  If the user said something like "3+3+3", honor that split. If \`followups_count\` returned fewer Customers than asked, fill from Qualified.
9203
9216
 
9204
- ## RENDER \u2014 fallback for hosts without \`places_map_display_v0\`
9217
+ ## RENDER \u2014 fallback for hosts without \`places_map_display_v0\` (still a map, never a prose list)
9205
9218
 
9206
- Emit per-lead markdown blocks grouped by mode, in the standard place-card-friendly format (\`### **Company** \xB7 City, State\`, mode badge + score, contact line, channel lines). Hosts that auto-detect addresses (Claude.ai web, cowork) build their own carousel from these blocks.
9219
+ 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:
9220
+
9221
+ \`\`\`
9222
+ ### <Company Name> \xB7 <City>, <State>
9223
+
9224
+ <\u2605 Customer | \u2605 Qualified | \u2726 New> \u2014 <one-sentence fit>. Reach **[<Contact>](<LinkedIn URL>)**, <role>. \u260E <bare phone>.
9225
+ \`\`\`
9226
+
9227
+ 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.
9207
9228
 
9208
9229
  ## GATE \u2014 PREFER BUILT-IN HOST WIDGETS
9209
9230
 
@@ -9213,7 +9234,7 @@ Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can rou
9213
9234
 
9214
9235
  | Host widget | Use when | Field map (from Leadbay payload) |
9215
9236
  |---|---|---|
9216
- | \`places_map_display_v0\` (Claude) | Result has \u22652 leads with \`location.city\` set, and the user's intent is geographic / "in person" / travel | \`{name: lead.company_name, address: "<city>, <country>", place_id: lead.location.place_id ?? omit, notes: <one-sentence pitch>}\` per location |
9237
+ | \`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. |
9217
9238
  | \`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") |
9218
9239
  | \`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. |
9219
9240
 
@@ -9232,7 +9253,7 @@ WHEN TO USE: the user signals a *mixed* tour-planning intent \u2014 they want bo
9232
9253
 
9233
9254
  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).
9234
9255
 
9235
- **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.
9256
+ **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.
9236
9257
 
9237
9258
  ---
9238
9259
  `;
@@ -15057,6 +15078,54 @@ function cityMatches(lead, cityHint) {
15057
15078
  const haystacks = [loc.city, loc.state, loc.country, loc.full].filter((v) => typeof v === "string").map((v) => v.toLowerCase());
15058
15079
  return haystacks.some((h) => h.includes(hint) || hint.includes(h));
15059
15080
  }
15081
+ function toMapLocation(lead, mode) {
15082
+ const pos = lead?.location?.pos;
15083
+ const valid = Array.isArray(pos) && pos.length === 2 && pos.every((n) => typeof n === "number");
15084
+ if (!valid)
15085
+ return null;
15086
+ const loc = lead.location;
15087
+ const c = lead.recommended_contact;
15088
+ const cleanName = (v) => typeof v === "string" && v.trim() && v.trim().toLowerCase() !== "null" ? v.trim() : "";
15089
+ const fullName = c ? [cleanName(c.first_name), cleanName(c.last_name)].filter(Boolean).join(" ") : "";
15090
+ const role = cleanName(c?.job_title) ? `, ${cleanName(c?.job_title)}` : "";
15091
+ const angle = lead.split_ai_summary?.next_step ?? lead.split_ai_summary?.approach_angle ?? lead.short_description ?? "Worth a visit";
15092
+ let reach;
15093
+ if (c && fullName && c.phone_number) {
15094
+ reach = `Reach ${fullName}${role}: ${c.phone_number}${c.email ? `, ${c.email}` : ""}.`;
15095
+ } else if (c && fullName && c.email) {
15096
+ reach = `Reach ${fullName}${role}: ${c.email}.`;
15097
+ } else if (c && fullName) {
15098
+ reach = `Reach ${fullName} (enrich a channel).`;
15099
+ } else {
15100
+ reach = "Enrich a contact to reach this account.";
15101
+ }
15102
+ const notes = `${mode} \u2014 ${angle}. ${reach}`.slice(0, 280);
15103
+ return {
15104
+ name: lead.name,
15105
+ address: loc.full ?? [loc.city, loc.state, loc.country].filter(Boolean).join(", "),
15106
+ latitude: pos[0],
15107
+ longitude: pos[1],
15108
+ notes
15109
+ };
15110
+ }
15111
+ function hasMonitorHistory(lead) {
15112
+ return Boolean(lead?.epilogue_status || lead?.last_prospecting_action_at || lead?.last_monitor_action_at);
15113
+ }
15114
+ function buildMap(monitorLeads, discoverLeads2) {
15115
+ const mapLocations = [
15116
+ ...monitorLeads.map((l) => toMapLocation(l, hasMonitorHistory(l) ? "\u2605 Customer" : "\u2605 Qualified")),
15117
+ ...discoverLeads2.map((l) => toMapLocation(l, "\u2726 New"))
15118
+ ].filter((m) => m !== null);
15119
+ const totalLeads = monitorLeads.length + discoverLeads2.length;
15120
+ return {
15121
+ map_locations: mapLocations,
15122
+ map_summary: {
15123
+ total_leads: totalLeads,
15124
+ leads_with_coords: mapLocations.length,
15125
+ leads_without_coords: totalLeads - mapLocations.length
15126
+ }
15127
+ };
15128
+ }
15060
15129
  var DEFAULT_FOLLOWUPS_COUNT, DEFAULT_DISCOVER_COUNT, DISCOVER_OVER_PULL, tourPlan;
15061
15130
  var init_tour_plan = __esm({
15062
15131
  "../core/dist/composite/tour-plan.js"() {
@@ -15118,6 +15187,20 @@ var init_tour_plan = __esm({
15118
15187
  type: "string",
15119
15188
  description: "Human-readable summary of the client-side geo filter applied to Discover leads (e.g. 'matched 3/30 by city/state')."
15120
15189
  },
15190
+ map_locations: {
15191
+ type: "array",
15192
+ 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`.",
15193
+ items: { type: "object" }
15194
+ },
15195
+ map_summary: {
15196
+ type: "object",
15197
+ description: "Deterministic coverage counts so the agent can footnote '+ N leads without coordinates' without re-counting.",
15198
+ properties: {
15199
+ total_leads: { type: "number" },
15200
+ leads_with_coords: { type: "number" },
15201
+ leads_without_coords: { type: "number" }
15202
+ }
15203
+ },
15121
15204
  status: {
15122
15205
  type: "string",
15123
15206
  description: "'ambiguous_locations' when the passed `city` matched multiple admin areas \u2014 pick an id from location_ambiguities and re-call with city_id."
@@ -15134,7 +15217,7 @@ var init_tour_plan = __esm({
15134
15217
  }
15135
15218
  }
15136
15219
  },
15137
- required: ["monitor_leads", "discover_leads"]
15220
+ required: ["monitor_leads", "discover_leads", "map_locations"]
15138
15221
  },
15139
15222
  execute: async (client, params, ctx) => {
15140
15223
  const followupsCount = params.followups_count ?? DEFAULT_FOLLOWUPS_COUNT;
@@ -15156,6 +15239,12 @@ var init_tour_plan = __esm({
15156
15239
  monitor_leads: [],
15157
15240
  discover_leads: [],
15158
15241
  discover_filter_note: "City was ambiguous; pick an id and re-call to proceed.",
15242
+ map_locations: [],
15243
+ map_summary: {
15244
+ total_leads: 0,
15245
+ leads_with_coords: 0,
15246
+ leads_without_coords: 0
15247
+ },
15159
15248
  city: params.city ?? null,
15160
15249
  city_id: params.city_id ?? null,
15161
15250
  _meta: {
@@ -15182,6 +15271,7 @@ var init_tour_plan = __esm({
15182
15271
  monitor_leads: monitorLeads,
15183
15272
  discover_leads: discoverLeads2,
15184
15273
  discover_filter_note: filterNote,
15274
+ ...buildMap(monitorLeads, discoverLeads2),
15185
15275
  _meta: {
15186
15276
  region: client.region,
15187
15277
  latency_ms: client.lastMeta?.latency_ms ?? null
@@ -23666,44 +23756,80 @@ GATE \u2014 DEFER TO TOOL RENDERING. When you call a Leadbay composite that ship
23666
23756
  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.
23667
23757
 
23668
23758
 
23669
- # PHASE 1 \u2014 BUILD THE ITINERARY
23759
+ # PHASE 1 \u2014 CLARIFY SCOPE FIRST (ask before building)
23760
+
23761
+ 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:
23762
+
23763
+ 1. **Who to include?** \u2014 options: "Mix \u2014 known accounts + fresh prospects" (default), "Only my known accounts (follow-ups)", "Only fresh new prospects".
23764
+ 2. **Enrich contacts that have no phone/email?** \u2014 options: "Yes, enrich the top stops", "No, just plan the tour".
23765
+
23766
+ 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.
23767
+
23768
+ Map my answers to the \`leadbay_tour_plan\` call:
23769
+ - **Mix** \u2192 defaults (\`followups_count: 6, discover_count: 6\`).
23770
+ - **Only known accounts** \u2192 \`discover_count: 0\`.
23771
+ - **Only new prospects** \u2192 \`followups_count: 0\`.
23772
+ - **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.
23773
+
23774
+ # PHASE 2 \u2014 BUILD THE ITINERARY
23670
23775
 
23671
- Call \`leadbay_tour_plan({city: "{{arg:city}}"})\` with the default counts (6 follow-ups + 6 discover). If the response is \`status: "ambiguous_locations"\`, surface the candidates and ask me to pick one, then re-call with \`city_id\`.
23776
+ 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\`.
23672
23777
 
23673
- Split the returned \`monitor_leads\` into two buckets client-side using \`last_monitor_action\`:
23778
+ Split the returned \`monitor_leads\` into two buckets client-side using their engagement-history fields:
23674
23779
 
23675
- - **Customers** \u2014 leads with any \`last_monitor_action\` history (CONTACTED, MEETING_BOOKED, etc.). Treat as known accounts with prior engagement.
23676
- - **Qualified prospects** \u2014 leads with high \`ai_agent_lead_score\` (or \`score\`) but no recent action.
23780
+ - **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.
23781
+ - **Qualified prospects** \u2014 leads with a high \`ai_agent_lead_score\` (or \`score\`) but none of those history fields set (scored, not yet worked).
23677
23782
 
23678
23783
  \`discover_leads\` are the **New** bucket.
23679
23784
 
23680
23785
  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.
23681
23786
 
23682
- # PHASE 2 \u2014 RENDER THE MAP
23787
+ # PHASE 3 \u2014 PRESENT THE ITINERARY + OFFER THE MAP
23683
23788
 
23684
- Route the union of \`monitor_leads + discover_leads\` into \`places_map_display_v0\` (when the host exposes it). Per-lead \`notes\` string:
23789
+ 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.
23685
23790
 
23686
- - \`\u2605 Customer \u2014 <one-sentence sector + why-now>. Reach <name>, <role>: <bare phone>, <bare email>.\`
23687
- - \`\u2605 Qualified \u2014 <one-sentence>. Reach <name>...\`
23688
- - \`\u2726 New \u2014 <one-sentence>. Reach <name>...\`
23791
+ 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:
23792
+
23793
+ > **Want me to put these <N> stops on a map?** I'll plot them so you can see the route for your <city> day.
23794
+
23795
+ 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).
23796
+
23797
+ # PHASE 4 \u2014 RENDER THE MAP (when the user accepts, or asked for it up front)
23798
+
23799
+ 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:
23800
+
23801
+ **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):
23802
+
23803
+ 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.
23804
+ 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.
23805
+
23806
+ 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.
23807
+
23808
+ **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:
23809
+
23810
+ \`\`\`
23811
+ ### <Company Name> \xB7 <City>, <State>
23812
+
23813
+ <\u2605 Customer | \u2605 Qualified | \u2726 New> \u2014 <one-sentence why-it-fits>. Reach **[<Contact name>](<LinkedIn URL>)**, <role>. \u260E <bare phone>.
23814
+ \`\`\`
23689
23815
 
23690
- Skip leads with \`location.pos === null\` (no coordinates \u2192 no pin) \u2014 list them as "+ N leads without coordinates" below the widget.
23816
+ 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.
23691
23817
 
23692
- Below the widget, emit a chat-prose summary grouped by mode (Customers / Qualified / New), with LinkedIn-linked contact name + bare phone/email pills per lead. Use the canonical \`linking/contact-linkedin\` rules.
23818
+ Coordinate-less leads are already omitted from \`map_locations\`; footnote them with \`map_summary.leads_without_coords\` ("+ N leads without coordinates").
23693
23819
 
23694
- # PHASE 3 \u2014 DRAFT IN-AREA OUTREACH (optional, ask first)
23820
+ # PHASE 5 \u2014 DRAFT IN-AREA OUTREACH (optional, ask first)
23695
23821
 
23696
23822
  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).
23697
23823
 
23698
23824
  Serialize the prepare_outreach calls (max 3 in parallel \u2014 see the long-running-tools rule).
23699
23825
 
23700
- # PHASE 4 \u2014 PERSIST AS A CAMPAIGN (optional, ask first)
23826
+ # PHASE 6 \u2014 PERSIST AS A CAMPAIGN (optional, ask first)
23701
23827
 
23702
23828
  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\`).
23703
23829
 
23704
23830
  If I declined the campaign step, end the turn \u2014 the map + drafts are enough for an ad-hoc trip.
23705
23831
 
23706
- # PHASE 5 \u2014 STOP
23832
+ # PHASE 7 \u2014 STOP
23707
23833
 
23708
23834
  Done. The map is the surface; the drafts are the action; the campaign is the persistence layer for managerial follow-up after the trip.
23709
23835
  `;
@@ -24302,7 +24428,7 @@ var PROMPT_META = {
24302
24428
  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)'] },
24303
24429
  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"] },
24305
- leadbay_plan_tour_in_city: { "name": "leadbay_plan_tour_in_city", "short_description": "Plan a field sales tour: in one flow, surface follow-ups + fresh\nDiscover leads in the target city via `leadbay_tour_plan`, render\nto a map, draft in-area outreach via `leadbay_prepare_outreach`,\nand optionally persist the selected accounts as a named campaign\nvia `leadbay_create_campaign`. Closes #3630 US1 end-to-end.\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"] },
24431
+ 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"] },
24306
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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 /
24308
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  snooze, and the connected-outreach-tool registry. Trigger when the
@@ -24324,7 +24450,7 @@ var PROMPT_CATALOG_BULLETS = {
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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\`.`,
24325
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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.`,
24326
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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.`,
24327
- leadbay_plan_tour_in_city: `- \`leadbay_plan_tour_in_city\` (required args: city; optional args: date): Plan a field sales tour: in one flow, surface follow-ups + fresh Discover leads in the target city via \`leadbay_tour_plan\`, render to a map, draft in-area outreach via \`leadbay_prepare_outreach\`, and optionally persist the selected accounts as a named campaign via \`leadbay_create_campaign\`. Closes #3630 US1 end-to-end.`,
24453
+ 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.`,
24328
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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".`,
24329
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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.`,
24330
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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.`,
@@ -27591,7 +27717,7 @@ var OAUTH_BASE_URLS = {
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  fr: "https://staging.api.leadbay.app"
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  }
27593
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  };
27594
- var VERSION = "0.23.6";
27720
+ var VERSION = "0.23.8";
27595
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  var HELP = `
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  leadbay-mcp ${VERSION} \u2014 Leadbay Model Context Protocol server
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