@leadbay/mcp 0.25.0 → 0.27.0
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/dist/bin.js +218 -152
- package/dist/http-server.js +225 -151
- package/dist/installer-electron.js +1 -1
- package/dist/installer-gui.js +1 -1
- package/package.json +1 -1
package/dist/bin.js
CHANGED
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@@ -8599,55 +8599,94 @@ This tool MUTATES state. The caller (agent or human-in-the-loop) is responsible
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`;
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leadbay_report_friction = `## WHEN TO USE
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Trigger phrases: "
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Trigger phrases: "report this problem", "tell the Leadbay team this didn't work", "this is broken, let them know", "file a report about this", "flag this to Leadbay".
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**Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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Do NOT use for: "log outreach" \u2192 \`leadbay_report_outreach\`; "thumbs up / down" \u2192 \`leadbay_like_lead\`; "snooze / pushback" \u2192 \`leadbay_set_pushback\`.
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Do NOT use for: "user vents about follow-ups but has not asked to report anything \u2014 keep solving the ask they actually made" \u2192 \`leadbay_pull_followups\`; "user vents about a company or result but has not asked to report anything \u2014 answer the underlying question" \u2192 \`leadbay_research_lead_by_name_fuzzy\`; "general feedback, praise, or a feature request the user wants sent" \u2192 \`leadbay_send_feedback\`; "log outreach" \u2192 \`leadbay_report_outreach\`; "thumbs up / down" \u2192 \`leadbay_like_lead\`; "snooze / pushback" \u2192 \`leadbay_set_pushback\`.
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Prefer when: user
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Prefer when: the user has asked for a specific Leadbay problem to be reported, or has said yes to your offer to report one. Frustration on its own is NOT a trigger \u2014 offer first, and only call this if they agree.
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Examples that SHOULD invoke this tool:
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- "
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- "
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- "
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- "Report this to the Leadbay team \u2014 searching Wisconsin returns nothing."
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- "Yes, please let them know the enrichment came back empty."
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- "Can you flag to Leadbay that the region filter is wrong?"
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Examples that should NOT invoke this tool (sound similar, route elsewhere):
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- "Ugh, this never finds what I'm looking for."
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- "I sent the intro email to Acme \u2014 log it."
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- "Thumbs down on this lead, wrong industry."
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- "Snooze this lead for 3 months."
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## RENDER (quick)
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-
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-
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-
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Ask the user before calling \u2014 never fire this on your own. Show the
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one-line confirmation from the result's \`message\` (e.g. "\u2713 Shared with
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the Leadbay team"). If \`reported\` is false the report was NOT delivered
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\u2014 tell the user that plainly, never imply it was sent. If the user
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declines, don't call the tool at all.
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---
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-
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Report a concrete Leadbay problem to the team \u2014 a tool that returned nothing when
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the user expected hits, a result that answered the wrong question, a capability
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that doesn't exist yet. The backend only sees explicit errors (4xx, 5xx, business-error
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envelopes); it never sees "that search came back empty again". This tool closes
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that gap, **with the user's agreement**.
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-
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## CONSENT \u2014 ask first, always visible
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**
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**Never call this tool unprompted.** One of two things must happen first:
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-
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-
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-
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- \`dissatisfaction\` \u2014 user explicitly expressed unhappiness. "Ugh." "No." "This is useless." Pair with the verbatim quote in \`user_quote\`.
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- \`missing_capability\` \u2014 the user wants something the MCP simply cannot do today. "Why can't I export to HubSpot?" "I wish I could see deal-stage."
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- \`other\` \u2014 none of the above. Always include detailed \`details\` when picking other.
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1. The user asks you to report something ("tell the team", "report this"), or
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2. You notice a problem worth reporting and **offer once** \u2014 *"Want me to report
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this to the Leadbay team?"* \u2014 and they say yes.
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-
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The report is the **user's** message, not yours \u2014 never paraphrase their
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complaint into a report they never saw, and never quote them without agreement.
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**
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**Don't ask twice.** If the user already stated the problem in the same breath
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as the request ("Wisconsin returns nothing \u2014 report this"), their words ARE the
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message: send it, and show them exactly what you sent. Only go back to them when
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you genuinely lack a message to send \u2014 you'd otherwise have to invent the
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wording \u2014 or when they asked you to report something you'd have to guess at.
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Optional fields (\`tool_called\`, \`severity\`) are never worth a round-trip: omit
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what you don't know. If they decline, or don't answer, don't call the tool.
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-
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After a successful call, show the one-line confirmation. The user should always
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know a report was sent and what it said. Never send silently.
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-
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## Result
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- \`reported: true\` \u2192 it reached the Leadbay team. Show the confirmation from \`message\`.
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- \`reported: false\` \u2192 delivery wasn't possible on this client (problem reporting
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is unavailable \u2014 e.g. the user turned telemetry off). Tell the user it was NOT
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sent. Do not claim success, and do not retry in a loop.
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## Categories
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Pick the closest fit; \`other\` is fine when nothing matches:
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- \`silent_failure\` \u2014 a tool returned ok but produced no useful output. Empty lead list when the user expected hits. Research returned a stub.
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- \`repeated_request\` \u2014 the user had to ask for the same thing 2+ times because earlier turns didn't deliver.
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- \`wrong_result\` \u2014 the tool answered a different question than the user asked. User wanted Wisconsin, got Wyoming.
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- \`dissatisfaction\` \u2014 the user is unhappy with a result and wants the team to know.
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- \`missing_capability\` \u2014 the user wants something the MCP cannot do today. "Why can't I export to HubSpot?"
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- \`other\` \u2014 none of the above.
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## Parameters
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-
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- \`category\` (required) \u2014 one of the buckets above.
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- \`message\` (required) \u2014 what the user wants to report, in their own words,
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confirmed with them before calling. Cap 500 chars.
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- \`tool_called\` (optional) \u2014 the tool that disappointed, e.g. \`leadbay_pull_leads\`.
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- \`severity\` (optional) \u2014 \`low\` | \`medium\` | \`high\`.
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WHEN TO USE: the user asks you to report a Leadbay problem, or accepts your offer to report one you noticed. The user has seen and approved the message being sent.
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WHEN NOT TO USE: unprompted, and not for normal acknowledgement flows. **Bare frustration with no request to report \u2192 keep solving the ask they actually made. Do NOT reach for a delivery tool at all** \u2014 not this one and not \`leadbay_send_feedback\`, which also sends to the team. Route to whatever their real request was: follow-ups \u2192 \`leadbay_pull_followups\`, a named company \u2192 research, today's batch \u2192 \`leadbay_pull_leads\`. Venting is not consent; you may offer to report, but send nothing unless they say yes. General feedback, praise, or feature requests the user wants delivered \u2192 \`leadbay_send_feedback\`. Thumbs-up/down on a lead \u2192 \`leadbay_like_lead\` / \`leadbay_dislike_lead\`. Logged outreach \u2192 \`leadbay_report_outreach\`. Snooze a lead \u2192 \`leadbay_set_pushback\`.
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After reporting, continue the user's original task \u2014 a report is a step on the way
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to actually trying again or pivoting, not the end of the conversation.
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`;
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leadbay_report_outreach = `Log an outreach action (email, call, message, meeting) on a lead so the human team using Leadbay sees the progress in their UI. Writes a NOTE on the lead and (optionally) sets an EPILOGUE status (still chasing, meeting booked, etc.). Bulk variant: pass \`lead_ids=[uuid,...]\` instead of \`lead_id\` (epilogue is bulk-native; notes fan out per-lead).
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@@ -9313,19 +9352,19 @@ Trigger phrases: "send feedback", "I want to report a bug", "tell the Leadbay te
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**Memory:** recall + capture via \`leadbay_agent_memory_*\` tools.
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Do NOT use for: "
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Do NOT use for: "report this specific empty/wrong result to the team" \u2192 \`leadbay_report_friction\`; "log the email I sent" \u2192 \`leadbay_report_outreach\`.
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Prefer when: the user explicitly wants the Leadbay TEAM to receive a message they authored \u2014 or accepts your offer to report an error.
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Prefer when: the user explicitly wants the Leadbay TEAM to receive a message they authored \u2014 or accepts your offer to report an error. When the report is about one specific tool result that disappointed them, use leadbay_report_friction instead.
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Examples that SHOULD invoke this tool:
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- "Send feedback to the team: the lead scores feel off this week."
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- "Can you
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- "Can you tell Leadbay the onboarding was confusing?"
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- "Tell Leadbay I'd love a way to schedule my morning check-in."
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Examples that should NOT invoke this tool (sound similar, route elsewhere):
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- "
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- "Pulling leads in Lyon returns nothing \u2014 report that."
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- "Ugh, this never finds what I'm looking for. Show me today's leads."
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- "I emailed Acme \u2014 log that outreach."
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- "Thumbs down on this lead."
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## RENDER (quick)
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@@ -9340,6 +9379,10 @@ Deliver a user-authored message to the Leadbay team's feedback inbox \u2014 the
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destination as the web app's feedback form. **You do not write the feedback;
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the user does.** Capture their words, confirm the phrasing, then send.
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**Venting is not consent.** If the user is simply frustrated and has not asked
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for anything to be sent, do NOT call this tool \u2014 keep solving their actual
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request. You may offer once; send only if they say yes.
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## Parameters
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- \`message\` (required) \u2014 the user's feedback, in their own words. Confirm it
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with the user before sending. Cap 4000 chars.
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@@ -9359,9 +9402,9 @@ you may OFFER: *"Want me to send feedback about this to the Leadbay team?"*
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- \`sent: false\` \u2192 delivery wasn't possible (feedback not available on this
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client). Tell the user it was NOT sent. Do not claim success.
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This is the
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Leadbay data.
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\`leadbay_report_friction\` instead.
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This is the general "talk to the Leadbay team" tool. It does not mutate any
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Leadbay data. To report one specific tool result that disappointed the user \u2014
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with their agreement \u2014 use \`leadbay_report_friction\` instead.
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## NEXT STEPS \u2014 after sending feedback
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@@ -23188,11 +23231,12 @@ var init_report_outreach = __esm({
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});
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// ../core/dist/composite/report-friction.js
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var VALID_CATEGORIES, VALID_SEVERITIES,
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var VALID_CATEGORIES, VALID_SEVERITIES, KNOWN_TOOL_NAMES, MESSAGE_MAX, reportFriction;
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var init_report_friction = __esm({
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"../core/dist/composite/report-friction.js"() {
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"use strict";
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init_tool_descriptions_generated();
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init_composite_file_names();
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VALID_CATEGORIES = /* @__PURE__ */ new Set([
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"silent_failure",
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"repeated_request",
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@@ -23202,12 +23246,12 @@ var init_report_friction = __esm({
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"other"
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]);
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VALID_SEVERITIES = /* @__PURE__ */ new Set(["low", "medium", "high"]);
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-
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-
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KNOWN_TOOL_NAMES = COMPOSITE_FILE_TOOL_NAMES;
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MESSAGE_MAX = 500;
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reportFriction = {
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name: "leadbay_report_friction",
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annotations: {
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title: "Report
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title: "Report a problem to the Leadbay team",
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readOnlyHint: false,
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destructiveHint: false,
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idempotentHint: false,
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optional: true,
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// Not write:true — friction reporting does NOT mutate Leadbay state and
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// must remain callable even when LEADBAY_MCP_WRITE=0. Registered in
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// compositeReadTools (always-on) so a read-only deployment can
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//
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// compositeReadTools (always-on) so a user on a read-only deployment can
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// still ask for a problem to be reported.
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write: false,
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inputSchema: {
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type: "object",
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"missing_capability",
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"other"
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],
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description: "Bucket: silent_failure (tool returned ok but produced no useful output \u2014 empty list, wrong region, etc.), repeated_request (user
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description: "Bucket: silent_failure (tool returned ok but produced no useful output \u2014 empty list, wrong region, etc.), repeated_request (user had to ask for the same thing 2+ times because earlier turns didn't deliver), wrong_result (tool returned data but it answered a different question than the user asked), dissatisfaction (user is unhappy with a result and wants the team to know), missing_capability (user wants something the MCP can't do \u2014 'why can't I\u2026', 'I wish you could\u2026'), other."
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},
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message: {
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type: "string",
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description: "
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description: "What the user wants to report, in their own words (cap 500 chars). Required. If the user already stated the problem when asking you to report it, those words ARE the message \u2014 send them in the same turn; do NOT ask them to re-confirm wording they just gave you. Only go back to them when you would otherwise have to invent the wording. Never call this tool unprompted."
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},
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tool_called: {
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type: "string",
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-
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pattern: "^leadbay_[a-z0-9_]{1,60}$",
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description: "Optional: the bare name of the registered Leadbay tool that disappointed, e.g. 'leadbay_pull_leads'. This is NOT a free-text field \u2014 any value that is not an actual registered tool name is dropped, so never encode context, detail, or user data here. Put context in the user-approved `message` instead."
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},
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severity: {
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type: "string",
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enum: ["low", "medium", "high"],
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description: "Optional: low (minor papercut, user moved on), medium (user noticeably frustrated or had to repeat), high (user gave up / explicitly said this is broken)."
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},
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details: {
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type: "string",
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description: "Optional: 1-3 sentences with extra context \u2014 what the user asked, what happened, what they expected. Cap 2000 chars."
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}
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},
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required: ["category", "
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required: ["category", "message"],
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additionalProperties: false
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},
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outputSchema: {
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type: "object",
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description: "Confirmation the
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description: "Confirmation the report was sent. `reported: true` + a user-facing `message` the agent should show back to the user. The `_friction` block carries the analytics payload \u2014 the MCP server detects it and emits a `mcp friction reported` PostHog event containing only the fields the user approved.",
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23303
|
properties: {
|
|
23263
23304
|
reported: { type: "boolean" },
|
|
23264
23305
|
message: { type: "string" },
|
|
@@ -23266,10 +23307,9 @@ var init_report_friction = __esm({
|
|
|
23266
23307
|
type: "object",
|
|
23267
23308
|
properties: {
|
|
23268
23309
|
category: { type: "string" },
|
|
23269
|
-
|
|
23310
|
+
message: { type: "string" },
|
|
23270
23311
|
tool_called: { type: "string" },
|
|
23271
|
-
severity: { type: "string" }
|
|
23272
|
-
details: { type: "string" }
|
|
23312
|
+
severity: { type: "string" }
|
|
23273
23313
|
}
|
|
23274
23314
|
},
|
|
23275
23315
|
_meta: {
|
|
@@ -23278,7 +23318,7 @@ var init_report_friction = __esm({
|
|
|
23278
23318
|
}
|
|
23279
23319
|
}
|
|
23280
23320
|
},
|
|
23281
|
-
execute: async (client, params,
|
|
23321
|
+
execute: async (client, params, ctx) => {
|
|
23282
23322
|
if (!params.category || !VALID_CATEGORIES.has(params.category)) {
|
|
23283
23323
|
return {
|
|
23284
23324
|
error: true,
|
|
@@ -23287,12 +23327,12 @@ var init_report_friction = __esm({
|
|
|
23287
23327
|
hint: "Set `category` to one of: silent_failure (tool returned ok but produced no useful output), repeated_request (user asked 2+ times), wrong_result (tool answered a different question), dissatisfaction (user expressed unhappiness), missing_capability (MCP can't do it), other."
|
|
23288
23328
|
};
|
|
23289
23329
|
}
|
|
23290
|
-
if (typeof params.
|
|
23330
|
+
if (typeof params.message !== "string" || params.message.trim().length === 0) {
|
|
23291
23331
|
return {
|
|
23292
23332
|
error: true,
|
|
23293
23333
|
code: "BAD_INPUT",
|
|
23294
|
-
message: "
|
|
23295
|
-
hint: "
|
|
23334
|
+
message: "message is required \u2014 pass what the user wants to report, in their own words.",
|
|
23335
|
+
hint: "Ask the user what they want reported and confirm the wording, then pass it as `message`. Do not call this tool unprompted."
|
|
23296
23336
|
};
|
|
23297
23337
|
}
|
|
23298
23338
|
if (params.severity && !VALID_SEVERITIES.has(params.severity)) {
|
|
@@ -23303,22 +23343,30 @@ var init_report_friction = __esm({
|
|
|
23303
23343
|
hint: "Set `severity` to low | medium | high, or drop the field entirely."
|
|
23304
23344
|
};
|
|
23305
23345
|
}
|
|
23306
|
-
const
|
|
23307
|
-
const
|
|
23346
|
+
const message = params.message.length > MESSAGE_MAX ? `${params.message.slice(0, MESSAGE_MAX)}\u2026` : params.message;
|
|
23347
|
+
const toolCalled = typeof params.tool_called === "string" && KNOWN_TOOL_NAMES.has(params.tool_called) ? params.tool_called : void 0;
|
|
23348
|
+
const report = {
|
|
23349
|
+
category: params.category,
|
|
23350
|
+
message,
|
|
23351
|
+
...toolCalled ? { tool_called: toolCalled } : {},
|
|
23352
|
+
...params.severity ? { severity: params.severity } : {}
|
|
23353
|
+
};
|
|
23354
|
+
const delivered = ctx?.reportFriction ? ctx.reportFriction(report) : false;
|
|
23355
|
+
if (!delivered) {
|
|
23356
|
+
return {
|
|
23357
|
+
reported: false,
|
|
23358
|
+
message: "This report could NOT be sent from this client (problem reporting isn't available here \u2014 telemetry is off or unavailable). Tell the user it was not delivered; do not claim it was shared.",
|
|
23359
|
+
_friction: report,
|
|
23360
|
+
_meta: { region: client.region }
|
|
23361
|
+
};
|
|
23362
|
+
}
|
|
23308
23363
|
return {
|
|
23309
23364
|
reported: true,
|
|
23310
|
-
//
|
|
23311
|
-
//
|
|
23312
|
-
//
|
|
23313
|
-
|
|
23314
|
-
|
|
23315
|
-
_friction: {
|
|
23316
|
-
category: params.category,
|
|
23317
|
-
user_quote: quote,
|
|
23318
|
-
...params.tool_called ? { tool_called: params.tool_called } : {},
|
|
23319
|
-
...params.severity ? { severity: params.severity } : {},
|
|
23320
|
-
...details ? { details } : {}
|
|
23321
|
-
},
|
|
23365
|
+
// User-facing confirmation. This tool is consent-gated and visible: the
|
|
23366
|
+
// agent shows this line back so the user always knows the report was
|
|
23367
|
+
// sent and is never surprised by it.
|
|
23368
|
+
message: "Shared with the Leadbay team \u2014 thanks for flagging it.",
|
|
23369
|
+
_friction: report,
|
|
23322
23370
|
_meta: { region: client.region }
|
|
23323
23371
|
};
|
|
23324
23372
|
}
|
|
@@ -23405,12 +23453,12 @@ var init_team_activity = __esm({
|
|
|
23405
23453
|
});
|
|
23406
23454
|
|
|
23407
23455
|
// ../core/dist/tools/send-feedback.js
|
|
23408
|
-
var
|
|
23456
|
+
var MESSAGE_MAX2, sendFeedback;
|
|
23409
23457
|
var init_send_feedback = __esm({
|
|
23410
23458
|
"../core/dist/tools/send-feedback.js"() {
|
|
23411
23459
|
"use strict";
|
|
23412
23460
|
init_tool_descriptions_generated();
|
|
23413
|
-
|
|
23461
|
+
MESSAGE_MAX2 = 4e3;
|
|
23414
23462
|
sendFeedback = {
|
|
23415
23463
|
name: "leadbay_send_feedback",
|
|
23416
23464
|
annotations: {
|
|
@@ -23461,7 +23509,7 @@ var init_send_feedback = __esm({
|
|
|
23461
23509
|
hint: "Ask the user what they'd like to tell the Leadbay team, then call again with their words in `message`."
|
|
23462
23510
|
};
|
|
23463
23511
|
}
|
|
23464
|
-
const message = text.length >
|
|
23512
|
+
const message = text.length > MESSAGE_MAX2 ? `${text.slice(0, MESSAGE_MAX2 - 1)}\u2026` : text;
|
|
23465
23513
|
if (!ctx?.sendFeedback) {
|
|
23466
23514
|
return {
|
|
23467
23515
|
sent: false,
|
|
@@ -23924,11 +23972,12 @@ var init_dist = __esm({
|
|
|
23924
23972
|
createTopupLink,
|
|
23925
23973
|
openBillingPortal,
|
|
23926
23974
|
prepareOutreach,
|
|
23927
|
-
//
|
|
23928
|
-
//
|
|
23929
|
-
//
|
|
23930
|
-
//
|
|
23931
|
-
//
|
|
23975
|
+
// Problem reporting — ALWAYS exposed so a user on a read-only deployment
|
|
23976
|
+
// can still ask for a problem to be reported. Consent-gated and visible:
|
|
23977
|
+
// the agent calls it only when the user asks or accepts an offer, and shows
|
|
23978
|
+
// the confirmation back (product#3943). Does not mutate Leadbay state;
|
|
23979
|
+
// emits a PostHog event carrying only what the user approved. Companion to
|
|
23980
|
+
// leadbay_report_outreach (which DOES write and stays behind LEADBAY_MCP_WRITE).
|
|
23932
23981
|
reportFriction,
|
|
23933
23982
|
// Notification ack — ALWAYS exposed even though it POSTs to /seen.
|
|
23934
23983
|
// _meta.notifications surfaces terminal bulk-progress notifications on
|
|
@@ -24046,7 +24095,9 @@ var leadbay_build_campaign = `
|
|
|
24046
24095
|
Before responding, glance at any \`_meta.agent_memory.summary\` returned by tool calls earlier in this session and reflect its top signals in your reasoning ("Filtering by your stated preference for healthcare"). After any material new signal from the user this conversation (sector, region, deal size, communication style, qualification rule, explicit retraction, or recurrence / scheduling preference such as "I do this every day" or "remind me every morning"), call \`leadbay_agent_memory_capture\` to persist it: \`source:"user_stated"\` if literal, \`source:"inferred"\` with confidence <=6 if inferred.
|
|
24047
24096
|
|
|
24048
24097
|
|
|
24049
|
-
Build me a Leadbay campaign from scratch{{arg:campaign_name_paren}}. {{arg:audience_block}}
|
|
24098
|
+
Build me a Leadbay campaign from scratch{{arg:campaign_name_paren}} \u2014 a cohort of **{{arg:count_or_default}}** fully-actionable leads: each in-ICP, high \`ai_agent_lead_score\`, AND with a reachable buyer contact. {{arg:audience_block}} {{arg:job_titles_block}}
|
|
24099
|
+
|
|
24100
|
+
**Run this end-to-end, autonomously, without pausing.** Do NOT stop to confirm the audience, do NOT stop to confirm the enrichment spend, do NOT ask me to pick, and do NOT stop to hand off \u2014 just keep discovering, qualifying, enriching, and swapping until the cohort holds **{{arg:count_or_default}}** leads that each meet EVERY requirement (in-ICP, high \`ai_agent_lead_score\`, and a reachable target-title contact whose email/phone actually landed). The ONLY reasons to stop short: the lens genuinely can't supply that many buyer-ready in-ICP leads, or enrichment quota is exhausted (a backend 429). In those cases, finish with whatever you locked and tell me plainly how many you got and why it stopped. Enrichment consumes quota, not credits \u2014 never pre-refuse on a credit balance.
|
|
24050
24101
|
|
|
24051
24102
|
GATE \u2014 DEFER TO TOOL RENDERING. When you call a Leadbay composite that ships its own RENDERING block (every composite in 0.9.0+ does), render the response using that block's recipe verbatim \u2014 score bars, glyph palette, column order, hide-list, link priorities, all of it. Do NOT substitute prose, a numbered list, or a different column structure even when an orchestrating prompt's body suggests alternate framing. Prompt-specific commentary (motivational nudges, summaries, next-action recommendations) belongs ABOVE or BELOW the canonical table, never in place of it.
|
|
24052
24103
|
|
|
@@ -24084,14 +24135,14 @@ If \`pull_leads\` itself fails and you have no prior batch, then yes \u2014 retr
|
|
|
24084
24135
|
|
|
24085
24136
|
Call \`leadbay_account_status\` to see my remaining **quota** and my **active lens**. Enrichment (Phase 3) consumes quota \u2014 email + phone reveals draw on the per-window allowance. Reason in quota, NOT in "credits": there is no separate credit wall to clear, and a freemium/fresh account with quota left can enrich even if a credit counter reads 0. Never pre-refuse enrichment on a credit balance. If \`organization.unlimited_credits\` is true, this is an internal/unlimited account: proceed freely and say nothing about quota or credits.
|
|
24086
24137
|
|
|
24087
|
-
Resolve the audience:
|
|
24138
|
+
Resolve the audience (do NOT stop to ask):
|
|
24088
24139
|
|
|
24089
24140
|
- **Default \u2014 use my active lens.** If I didn't name a fresh audience, the active lens IS the audience. Do NOT create a new lens.
|
|
24090
|
-
- **Fresh-audience fork.**
|
|
24141
|
+
- **Fresh-audience fork.** If I described a NEW audience the active lens doesn't already cover, set it up first \u2014 \`leadbay_adjust_audience\` for sector/size tweaks, or \`leadbay_new_lens\` to create a brand-new named lens \u2014 then continue on that lens. Naming the audience IS my authorization; switch without asking. Just state in one line which lens you're building on.
|
|
24091
24142
|
|
|
24092
24143
|
# PHASE 1 \u2014 DISCOVER
|
|
24093
24144
|
|
|
24094
|
-
Call \`leadbay_pull_leads\` on the resolved lens. **Capture \`response.lens.id\` and pass it as an explicit \`lensId\` on every later call this session** \u2014 a mid-session lens shift would discard the cohort I'm
|
|
24145
|
+
Call \`leadbay_pull_leads\` on the resolved lens. **Capture \`response.lens.id\` and pass it as an explicit \`lensId\` on every later call this session** \u2014 a mid-session lens shift would discard the cohort I'm building. Render each batch you show with the canonical layout:
|
|
24095
24146
|
|
|
24096
24147
|
## RENDERING \u2014 markdown table, three columns, score-bar driven
|
|
24097
24148
|
|
|
@@ -24165,47 +24216,45 @@ When the response carries \`social_urls\` (the post-fix multi-platform URL block
|
|
|
24165
24216
|
|
|
24166
24217
|
|
|
24167
24218
|
|
|
24168
|
-
|
|
24219
|
+
The target is **{{arg:count_or_default}}** buyer-ready in-ICP leads, so keep the pipeline deep. Whenever the workable in-ICP pool is thinner than ~1.5\xD7 the target, top it up: call \`leadbay_bulk_qualify_leads({lensId:<captured>, count:<deficit, max 25 per call>, wait_for_completion:false})\`, poll \`leadbay_qualify_status\` until done, then re-pull with the same \`lensId\`. Repeat this qualify\u2192re-pull loop as many times as needed to feed Phases 2\u20133. Never re-pull without \`lensId\`.
|
|
24169
24220
|
|
|
24170
24221
|
# PHASE 2 \u2014 PICK AN ICP CANDIDATE POOL
|
|
24171
24222
|
|
|
24172
|
-
A campaign is only as good as the leads in it \u2014 AND only as good as whether each lead has a reachable BUYER (see Phase 3). So
|
|
24223
|
+
A campaign is only as good as the leads in it \u2014 AND only as good as whether each lead has a reachable BUYER (see Phase 3). So build a **generous candidate pool**, not the final cohort: aim for ~1.5\xD7 the target ({{arg:count_or_default}}) of in-ICP leads (highest \`ai_agent_lead_score\`), so Phase 3 can drop any lead that turns out to have no buyer contact and still reach the target. If the pool is short, top up via \`leadbay_bulk_qualify_leads\` / \`leadbay_extend_lens\` and loop back \u2014 keep going until the pool is deep enough to yield the target after coverage filtering.
|
|
24173
24224
|
|
|
24174
|
-
If I named specific leads,
|
|
24225
|
+
If I named specific leads, seed with those (still apply the Phase 3 buyer-coverage check). Otherwise pick the top-scoring in-ICP leads yourself \u2014 do NOT ask me to choose. Capture the candidate \`leadIds\`. Do NOT create the campaign yet \u2014 the final cohort is locked after Phase 3's coverage check.
|
|
24175
24226
|
|
|
24176
24227
|
# PHASE 3 \u2014 ENRICH THE RIGHT CONTACTS (load-bearing)
|
|
24177
24228
|
|
|
24178
|
-
This is the phase that decides whether the campaign is worth a salesperson's time. Contacts aren't attached by default and enrichment is paid \u2014 so spend it ONLY on the people who would actually **buy what I sell**, not on whoever is most senior.
|
|
24229
|
+
This is the phase that decides whether the campaign is worth a salesperson's time. Contacts aren't attached by default and enrichment is paid \u2014 so spend it ONLY on the people who would actually **buy what I sell**, at the target titles, not on whoever is most senior.
|
|
24179
24230
|
|
|
24180
|
-
**Step A \u2014
|
|
24181
|
-
Figure out what *I* sell and therefore who, inside the target company, owns the decision to buy it:
|
|
24231
|
+
**Step A \u2014 settle the target titles / buyer persona.**
|
|
24182
24232
|
|
|
24183
|
-
-
|
|
24184
|
-
-
|
|
24233
|
+
- **If I named target titles at the top of this request:** those ARE the persona \u2014 enrich exactly those titles. Do NOT re-derive and do NOT substitute "more senior" titles. If a given title looks off for what I sell, you may note it in one line, but honor my titles.
|
|
24234
|
+
- **If I did NOT name titles:** derive my buyer persona yourself (do NOT ask me). Infer my product / value-prop from my org + account (\`leadbay_account_status\`) and especially my lens's \`qualification_summary\` \u2014 it tells you *why* these companies are targets, which implies what I'm offering. Then map value-prop \u2192 the **buying department/persona**, NOT seniority:
|
|
24185
24235
|
- A sales / prospecting / lead-gen / outbound / marketing / GTM / revenue tool \u2192 the **revenue org**: VP / Head / Director of Sales, Business Development, Account/Carrier Sales, CRO, CMO / VP Marketing, Head of Growth / Demand Gen, RevOps. (This is Leadbay's own persona.)
|
|
24186
24236
|
- An operations / logistics tool \u2192 operations leaders. A finance tool \u2192 finance. A dev tool \u2192 engineering. Etc.
|
|
24187
|
-
- **Company size caveat:** Founder / CEO / Owner is a real buyer at small companies (\u2264~50), but at larger ones
|
|
24188
|
-
-
|
|
24237
|
+
- **Company size caveat:** Founder / CEO / Owner is a real buyer at small companies (\u2264~50), but at larger ones the functional leader (e.g. VP Sales) is the buyer.
|
|
24238
|
+
- State the persona in one line \u2014 for the record, NOT to wait for my approval.
|
|
24189
24239
|
|
|
24190
|
-
**ANTI-PATTERN \u2014 do NOT do this:** picking the most senior or most "decision-maker-sounding" title regardless of department. A Director of Operations, COO, Mgr of Logistics, CFO, or CTO will **never** buy a sales tool \u2014 enriching them wastes
|
|
24240
|
+
**ANTI-PATTERN \u2014 do NOT do this:** picking the most senior or most "decision-maker-sounding" title regardless of department. A Director of Operations, COO, Mgr of Logistics, CFO, or CTO will **never** buy a sales tool \u2014 enriching them wastes quota and hands me a useless list. Seniority is not the same as being my buyer.
|
|
24191
24241
|
|
|
24192
24242
|
**Step B \u2014 find the persona-matching, enrichable contacts.**
|
|
24193
|
-
Call \`leadbay_recall_ordered_titles({leadIds, lensId})\` and \`leadbay_enrich_titles({leadIds, lensId})\` in **discovery mode** (no \`titles\`). These return previously-enriched titles, \`title_suggestions\`, \`auto_included_titles\`, \`available_in_selection\`, \`enrichable_contacts\`, and \`credits_remaining\`. Treat them as a **menu to filter against my
|
|
24243
|
+
Call \`leadbay_recall_ordered_titles({leadIds, lensId})\` and \`leadbay_enrich_titles({leadIds, lensId})\` in **discovery mode** (no \`titles\`). These return previously-enriched titles, \`title_suggestions\`, \`auto_included_titles\`, \`available_in_selection\`, \`enrichable_contacts\`, and \`credits_remaining\`. Treat them as a **menu to filter against my target titles \u2014 not the answer.** If past-enriched titles or suggestions are off-persona (e.g. operations roles for a sales tool), do NOT repeat them. Select the titles that match my target persona AND are actually enrichable.
|
|
24194
24244
|
|
|
24195
|
-
**Step B.5 \u2014 coverage guarantee (lock the
|
|
24245
|
+
**Step B.5 \u2014 coverage guarantee + run-to-goal (lock the cohort here).** A campaign where leads have no buyer is a failed campaign, and I asked for **{{arg:count_or_default}}** actionable leads \u2014 so this step LOOPS until you have that many. For each candidate, determine whether it has an **enrichable target-title contact** \u2014 use the discovery data plus, where it's ambiguous, a quick \`leadbay_research_lead_by_id\` to see that lead's available contact titles. Then:
|
|
24196
24246
|
|
|
24197
|
-
- **KEEP** candidates that have \u22651 enrichable
|
|
24198
|
-
- **SWAP OUT** candidates whose only contacts are off-persona (e.g. ops/dispatch/finance only) or who have no enrichable contact at all. Replace each with the **highest-\`ai_agent_lead_score\` in-ICP candidate** from the pool that DOES have a buyer
|
|
24247
|
+
- **KEEP** candidates that have \u22651 enrichable target-title contact.
|
|
24248
|
+
- **SWAP OUT** candidates whose only contacts are off-persona (e.g. ops/dispatch/finance only) or who have no enrichable contact at all. Replace each with the **highest-\`ai_agent_lead_score\` in-ICP candidate** from the pool that DOES have a buyer.
|
|
24249
|
+
- **Keep pulling more.** If keeps + available swaps still fall short of {{arg:count_or_default}}, go back to Phase 1/2 (\`leadbay_bulk_qualify_leads\` / \`leadbay_extend_lens\`, re-pull, re-check coverage) and keep going until you have {{arg:count_or_default}} buyer-covered in-ICP leads \u2014 or the lens is genuinely exhausted.
|
|
24199
24250
|
- **Do NOT trade ICP fit for coverage.** A lead with a buyer but weak ICP fit (low \`ai_agent_lead_score\`, a vertical that doesn't match what I sell) is still the wrong lead \u2014 coverage is a filter applied AFTER ICP, never a reason to admit an off-ICP company. The final cohort must be both high-ICP AND buyer-covered.
|
|
24200
|
-
- If the lens genuinely can't supply
|
|
24201
|
-
|
|
24202
|
-
Tell me what you swapped in one line ("dropped Corbett + RBS \u2014 ops-only; swapped in Acme + Globex which have Sales VPs"). The goal is a final cohort where EVERY lead has a real buyer to call.
|
|
24251
|
+
- If the lens genuinely can't supply {{arg:count_or_default}} buyer-ready in-ICP leads, lock what you have, and after the call sheet tell me how many you reached and offer to widen/extend \u2014 do NOT pad with no-buyer or off-ICP leads.
|
|
24203
24252
|
|
|
24204
|
-
|
|
24253
|
+
Tell me what you swapped in one line ("dropped Corbett + RBS \u2014 ops-only; swapped in Acme + Globex which have Sales VPs").
|
|
24205
24254
|
|
|
24206
|
-
**Step
|
|
24255
|
+
**Step C \u2014 enrich (NO confirm gate \u2014 just spend).** You do NOT need my permission: I authorized this spend by asking for the campaign. Do NOT call \`ask_user_input_v0\`, do NOT ask "enrich these N now?", do NOT wait. State the persona + titles + "enriching {enrichable_contacts} contacts (email + phone, consumes quota)" in one line for the record, then immediately launch: \`leadbay_enrich_titles({leadIds, lensId, titles:[...chosen], email:true, phone:true})\`. Enrich up to {{arg:count_or_default}} best target-title contacts. Do NOT quote a "credits" figure or refuse on a credit balance \u2014 the only real limit is quota (a backend 429). If a 429 stops you mid-run, keep the leads already enriched, note how many landed, and continue to Phase 4 with those.
|
|
24207
24256
|
|
|
24208
|
-
|
|
24257
|
+
**Step D \u2014 poll + count only landed.** Poll \`leadbay_bulk_enrich_status\` until done (enrichment can take several minutes \u2014 keep polling, don't render an empty sheet prematurely). Once \`all_done\`, call \`leadbay_account_status\` and show my refreshed quota so I see what the run consumed. A lead only counts toward the {{arg:count_or_default}} once its target-title contact actually landed (email/phone present); if some came back empty, swap + enrich replacements (loop back to Step B.5) until the cohort is genuinely {{arg:count_or_default}} deep or the lens is exhausted.
|
|
24209
24258
|
|
|
24210
24259
|
# PHASE 4 \u2014 CREATE THE CAMPAIGN
|
|
24211
24260
|
|
|
@@ -24213,30 +24262,29 @@ Derive a name (\`<lens or audience> \u2013 <today's date>\`) or use the one I ga
|
|
|
24213
24262
|
|
|
24214
24263
|
# PHASE 5 \u2014 THE VIEW (call / email ready)
|
|
24215
24264
|
|
|
24216
|
-
|
|
24265
|
+
**Poll \`leadbay_bulk_enrich_status\` until it's actually done before rendering** \u2014 do not render a "still enriching" sheet with empty contact cells; the whole point is the landed phones/emails. Enrichment can take several minutes; keep polling.
|
|
24217
24266
|
|
|
24218
24267
|
Then call \`leadbay_campaign_call_sheet({campaign_id})\` and render it per its RENDERING block \u2014 one card per lead, contacts with \`[phone](tel:)\` + \`[email](mailto:)\` one-tap links, the readiness chip at the top, map optional. This is the view I work from: scan \u2192 tap to call \u2192 tap to email.
|
|
24219
24268
|
|
|
24220
24269
|
**Flag suspect contacts** so I don't email the wrong person blind: mark with \u26A0 any enriched contact whose email domain doesn't match the company's website, or who shows up on more than one lead in this campaign (a sign of a mis-attributed enrichment). Keep the phone (it's usually still right) but tell me the email looks off.
|
|
24221
24270
|
|
|
24222
|
-
# PHASE 6 \u2014
|
|
24271
|
+
# PHASE 6 \u2014 DONE (no handoff prompt)
|
|
24223
24272
|
|
|
24224
|
-
The campaign exists and is call/email ready.
|
|
24273
|
+
The campaign exists and is call/email ready. State in one line how many actionable leads landed vs. the {{arg:count_or_default}} target, and \u2014 as plain text, NOT an \`ask_user_input_v0\` question \u2014 mention I can work it later with \`leadbay_work_campaign\` (the calling/email + outcome-logging loop) or check its pulse with \`leadbay_campaign_progression\`. Then STOP.
|
|
24225
24274
|
|
|
24226
|
-
|
|
24227
|
-
- "See the pulse" \u2192 \`leadbay_campaign_progression\` for per-lead status.
|
|
24228
|
-
|
|
24229
|
-
Then STOP. Building a campaign is NOT outreaching \u2014 do not send anything and do not call \`leadbay_report_outreach\`. When I come back later to log calls, see previous statuses, and do follow-ups, that is \`leadbay_work_campaign\`, not this prompt.
|
|
24275
|
+
Building a campaign is NOT outreaching \u2014 do not send anything and do not call \`leadbay_report_outreach\`. Do not run \`leadbay_work_campaign\` yourself; that's a separate session I start when I'm ready to call.
|
|
24230
24276
|
|
|
24231
24277
|
# Iron laws
|
|
24232
24278
|
|
|
24233
|
-
-
|
|
24234
|
-
-
|
|
24235
|
-
-
|
|
24236
|
-
-
|
|
24279
|
+
- **Run to the goal, autonomously.** Keep discovering \u2192 qualifying \u2192 enriching \u2192 swapping until the cohort holds {{arg:count_or_default}} leads that are ALL in-ICP, high-score, and buyer-covered \u2014 or the lens is genuinely exhausted. Do NOT stop early, do NOT ask me to pick, do NOT hand off mid-flow.
|
|
24280
|
+
- **No confirm gates. No pauses.** Do NOT confirm the audience switch, and do NOT confirm the enrichment spend (no \`ask_user_input_v0\` before enriching) \u2014 asking for the campaign IS the authorization. The only acceptable stops are lens exhaustion or a backend 429.
|
|
24281
|
+
- Enrichment targets MY buyer titles \u2014 the people who would actually buy what *I* sell (my given titles, or the persona derived from my product/ICP) \u2014 NOT generic seniority. For a sales/prospecting tool that means the revenue org; a Director of Operations, COO, or logistics manager is useless no matter how senior.
|
|
24282
|
+
- Selection is DATA-DRIVEN (\`leadbay_recall_ordered_titles\` + \`leadbay_enrich_titles\` discovery) but FILTERED to the target titles \u2014 never blindly repeat past-enriched or suggested titles that don't match who buys my product.
|
|
24283
|
+
- The FINAL cohort must be all buyer-ready: a lead counts only once its target-title contact actually landed. Drop/swap + re-enrich any lead with no reachable buyer rather than shipping it empty.
|
|
24284
|
+
- Enrichment consumes quota \u2014 never show a "credits" figure or refuse on a credit balance; the gate is quota (or a backend 429), not credits.
|
|
24237
24285
|
- Qualify / pick BEFORE \`leadbay_create_campaign\` \u2014 never seed a campaign with unvetted leads.
|
|
24238
24286
|
- Carry the captured \`lensId\` on every call. A lens shift loses the cohort.
|
|
24239
|
-
- End at the rendered call sheet
|
|
24287
|
+
- End at the rendered call sheet. Do NOT re-implement the calling / follow-up loop here, do NOT run \`leadbay_work_campaign\` yourself, and do NOT call \`leadbay_report_outreach\`.
|
|
24240
24288
|
`;
|
|
24241
24289
|
var leadbay_daily_check_in = `
|
|
24242
24290
|
## MEMORY
|
|
@@ -25298,7 +25346,7 @@ Optional: offer to review the \`leadbay_campaign_progression\` for the same camp
|
|
|
25298
25346
|
- If the user dictates an outcome that doesn't cleanly map to one of the four epilogue values, ASK ONCE before guessing.
|
|
25299
25347
|
`;
|
|
25300
25348
|
var PROMPT_META = {
|
|
25301
|
-
leadbay_build_campaign: { "name": "leadbay_build_campaign", "short_description": 'Build a sales campaign from scratch
|
|
25349
|
+
leadbay_build_campaign: { "name": "leadbay_build_campaign", "short_description": 'Build a sales campaign from scratch, autonomously, to a target size:\ndiscover on the lens, qualify, and enrich the buyer titles until `count`\nleads each have a reachable target-title contact \u2014 no pauses, no confirm\ngates. Saves via `leadbay_create_campaign` and renders a one-tap\ncall/email view via `leadbay_campaign_call_sheet`. Trigger on "build me a\ncampaign", "build N leads", "create a campaign from scratch". Work an\nexisting one with `leadbay_work_campaign`.\n', "arguments": [{ "name": "audience", "description": "Optional: a fresh audience to target (e.g. 'dental clinics in Texas'). Omit to build from your ACTIVE lens \u2014 the default.", "required": false }, { "name": "campaign_name", "description": "Optional: a name for the campaign. Omit and one is derived from the lens/audience + date (or the backend AI-names it).", "required": false }, { "name": "count", "description": "Optional: how many fully-actionable leads to build (default 20). The loop keeps discovering, qualifying and enriching until this many in-ICP leads each have a reachable target-title contact \u2014 or the lens is exhausted. Higher counts take longer and consume more quota.", "required": false }, { "name": "job_titles", "description": "Optional: the exact buyer job titles to enrich, comma-separated (e.g. 'VP Sales, Head of Growth, Director of Business Development'). Omit and the buyer persona is derived from what you sell. A lead only counts toward the target when it has a reachable contact matching one of these titles.", "required": false }], "expected_calls": ["leadbay_account_status", "leadbay_pull_leads", "leadbay_bulk_qualify_leads", "leadbay_qualify_status", "leadbay_recall_ordered_titles", "leadbay_enrich_titles", "leadbay_bulk_enrich_status", "leadbay_create_campaign", "leadbay_add_leads_to_campaign", "leadbay_campaign_call_sheet", "leadbay_campaign_progression", "leadbay_new_lens", "leadbay_adjust_audience"], "failure_modes": ["Pauses to confirm before enriching (or asks 'enrich these N now?' via ask_user_input_v0) \u2014 this prompt runs to goal with NO confirm gate; asking for the campaign IS the authorization. Never stop for a spend confirmation.", "Stops to confirm a lens switch when the user named a fresh audience \u2014 naming the audience IS the authorization; switch, state which lens in one line, and don't ask.", "Pauses at any point to ask the user to choose, confirm, or hand off \u2014 the only acceptable stops are lens exhaustion (can't supply the count) or a backend 429 (quota out). Anything else is purpose drift.", "Stops at fewer than the target `count` of actionable leads without looping back to pull / qualify / enrich more \u2014 must run to the target, or honestly report the lens is exhausted and offer to widen.", "Counts a lead toward `count` before its target-title contact actually landed (email/phone present) \u2014 an empty enrichment doesn't count; swap and re-enrich until the cohort is genuinely `count` deep.", "Enriches by seniority instead of by buyer persona \u2014 picks COO / Director of Operations / Mgr of Logistics / CFO / CTO because they sound senior, when the user sells a SALES tool whose buyer is the revenue org (VP/Head/Director of Sales, BD, growth, marketing). Operations people never buy a sales tool; this hands the salesperson a useless list.", "When no titles are given, fails to derive the user's buyer persona from their product/ICP before choosing titles \u2014 jumps straight to generic exec titles instead of working out who buys what THIS user sells. (When titles ARE given, use them verbatim \u2014 don't substitute 'more senior' ones.)", "Blindly repeats leadbay_recall_ordered_titles / discovery suggestions even when they are off-persona (e.g. operations roles a prior session wrongly enriched) \u2014 recall is a filtered input, not the answer.", "Poor coverage \u2014 leaves picked leads with no target-title contact (or 0 enrichments on some leads) and ships them anyway, so the salesperson opens the campaign to half-empty rows. Swap them out and refill to the count instead.", "Creates the campaign before qualifying / picking \u2014 seeds a campaign with unvetted leads. Qualify and lock the buyer-covered cohort FIRST, then leadbay_create_campaign.", "Ends at 'campaign created' without rendering the leadbay_campaign_call_sheet view \u2014 the ready-to-work view IS the deliverable; stopping short is purpose drift.", "Runs the calling / outcome / follow-up loop, or calls leadbay_work_campaign itself, instead of stopping at the call sheet \u2014 this prompt BUILDS and stops; work_campaign is a separate session the user starts later.", "Auto-sends outreach or calls leadbay_report_outreach \u2014 building a campaign is not outreaching. No send, no log.", "Re-pulls leadbay_pull_leads without the captured lensId \u2014 a mid-session lens shift discards the cohort being built.", "Renders the picked leads or the call sheet as prose instead of the canonical per-tool RENDERING layout."] },
|
|
25302
25350
|
leadbay_daily_check_in: { "name": "leadbay_daily_check_in", "short_description": 'Morning DISCOVERY workflow \u2014 new leads from the lens wishlist. Trigger\non "show me leads", "what\'s new today", "let\'s prospect", "run my check-in",\n"my morning check-in", "I do this every day", "every morning". Recurrence\nlanguage always means this prompt. Do NOT trigger on follow-up phrasings\n("follow up", "before my trip") \u2014 those go to `leadbay_followup_check_in`.\n', "arguments": [], "expected_calls": ["leadbay_account_status", "leadbay_pull_leads", "leadbay_research_lead_by_id", "leadbay_bulk_qualify_leads", "leadbay_enrich_contacts"], "failure_modes": ["Calls leadbay_report_outreach without explicit user authorization", "Surfaces fewer than 10 leads when more are available, or fails to top up via leadbay_qualify_top_n when the batch is short", `Replaces the canonical pull_leads table layout with prose per row (the per-tool RENDERING block is the structural contract; "Today's nudges" goes above it, not in place of it)`, "Skips the nudge paragraph entirely \u2014 the table alone is fine but adding the nudge is the value-add", `Skips deep research on promising leads (Phase 4) \u2014 the agent must call leadbay_research_lead_by_id on each when the user's intent is to research specific leads; Phase 4 is intentionally skipped for batch-view requests ("show me today's leads", "run my morning check-in") per the Phase 4 skip gate`, "Triggers contact enrichment without asking the user first (it consumes quota)", "Skips the STOP byproduct and proposes next actions on its own", 'Fires 10 parallel leadbay_research_lead_by_id calls and treats "stream closed" errors as terminal \u2014 must serialize and retry singletons', "Re-pulls leadbay_pull_leads without passing the captured lensId, allowing a backend lens shift to discard the Phase 2 batch", 'Treats a "Request timed out" from leadbay_bulk_qualify_leads as terminal instead of retrying with wait_for_completion:false + qualify_status polling', 'Triggers on a follow-up query (e.g., "leads I should follow up with") that should have routed to `leadbay_followup_check_in` \u2014 the two entry points are different data sources (Discover wishlist vs Monitor view) per \xA71.6'] },
|
|
25303
25351
|
leadbay_extend_my_lens: { "name": "leadbay_extend_my_lens", "short_description": "Add more leads to the current lens on demand \u2014 for users whose appetite\nexceeds the standard daily fill. The agent picks seeds silently from\nwhat's already on the lens, fires the extra refill, and surfaces the\nqueue confirmation. The user never reviews the seed list.\n", "arguments": [{ "name": "extra_count", "description": "How many extra leads to add. Optional. Omit to use the backend default.", "required": false }], "expected_calls": ["leadbay_account_status", "leadbay_seed_candidates", "leadbay_extend_lens", "leadbay_pull_leads"], "failure_modes": ["Surfaces the seed candidate list to the user instead of picking silently \u2014 the user asked for MORE LEADS, not a candidate review meeting", "Skips the seeded path and calls `leadbay_extend_lens` with no `seed_lead_ids`, losing the bias signal the recommender needs", "On 429, silently retries instead of surfacing the three options (smaller / wait / upgrade) via your host's choice widget (`ask_user_input_v0` or `AskUserQuestion`)", "Forgets to pre-check `LENS_EXTRA_REFILL` quota in `leadbay_account_status` and burns a wasted API call", "Skips the post-queue pull-leads suggestion, so the user doesn't see what just got added"] },
|
|
25304
25352
|
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)'] },
|
|
@@ -25320,7 +25368,7 @@ should I follow up on" to "I'll send via lemlist".
|
|
|
25320
25368
|
};
|
|
25321
25369
|
var PROMPT_CATALOG_HEADER = `This server exposes the following workflow prompts via \`prompts/list\` and \`prompts/get\`. Some MCP clients render them as slash commands; if your client does not, you (the agent) should invoke them directly via \`prompts/get\` when the user's request matches one of the triggers described below.`;
|
|
25322
25370
|
var PROMPT_CATALOG_BULLETS = {
|
|
25323
|
-
leadbay_build_campaign: `- \`leadbay_build_campaign\` (optional args: audience, campaign_name): Build a sales campaign from scratch
|
|
25371
|
+
leadbay_build_campaign: `- \`leadbay_build_campaign\` (optional args: audience, campaign_name, count, job_titles): Build a sales campaign from scratch, autonomously, to a target size: discover on the lens, qualify, and enrich the buyer titles until \`count\` leads each have a reachable target-title contact \u2014 no pauses, no confirm gates. Saves via \`leadbay_create_campaign\` and renders a one-tap call/email view via \`leadbay_campaign_call_sheet\`. Trigger on "build me a campaign", "build N leads", "create a campaign from scratch". Work an existing one with \`leadbay_work_campaign\`.`,
|
|
25324
25372
|
leadbay_daily_check_in: `- \`leadbay_daily_check_in\`: Morning DISCOVERY workflow \u2014 new leads from the lens wishlist. Trigger on "show me leads", "what's new today", "let's prospect", "run my check-in", "my morning check-in", "I do this every day", "every morning". Recurrence language always means this prompt. Do NOT trigger on follow-up phrasings ("follow up", "before my trip") \u2014 those go to \`leadbay_followup_check_in\`.`,
|
|
25325
25373
|
leadbay_extend_my_lens: `- \`leadbay_extend_my_lens\` (optional args: extra_count): Add more leads to the current lens on demand \u2014 for users whose appetite exceeds the standard daily fill. The agent picks seeds silently from what's already on the lens, fires the extra refill, and surfaces the queue confirmation. The user never reviews the seed list.`,
|
|
25326
25374
|
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\`.`,
|
|
@@ -25481,16 +25529,31 @@ var CATALOG = [
|
|
|
25481
25529
|
name: "campaign_name",
|
|
25482
25530
|
description: "Optional: a name for the campaign. Omit and one is derived from the lens/audience + date (or the backend AI-names it).",
|
|
25483
25531
|
required: false
|
|
25532
|
+
},
|
|
25533
|
+
{
|
|
25534
|
+
name: "count",
|
|
25535
|
+
description: "Optional: how many fully-actionable leads to build (default 20). The loop keeps discovering, qualifying and enriching until this many in-ICP leads each have a reachable target-title contact \u2014 or the lens is exhausted. Higher counts take longer and consume more quota.",
|
|
25536
|
+
required: false
|
|
25537
|
+
},
|
|
25538
|
+
{
|
|
25539
|
+
name: "job_titles",
|
|
25540
|
+
description: "Optional: the exact buyer job titles to enrich, comma-separated (e.g. 'VP Sales, Head of Growth, Director of Business Development'). Omit and the buyer persona is derived from what you sell. A lead only counts toward the target when it has a reachable contact matching one of these titles.",
|
|
25541
|
+
required: false
|
|
25484
25542
|
}
|
|
25485
25543
|
],
|
|
25486
|
-
render: (args) =>
|
|
25487
|
-
|
|
25488
|
-
|
|
25489
|
-
|
|
25490
|
-
|
|
25491
|
-
|
|
25492
|
-
|
|
25493
|
-
|
|
25544
|
+
render: (args) => {
|
|
25545
|
+
const n = args.count ?? "20";
|
|
25546
|
+
return [
|
|
25547
|
+
userMessage(
|
|
25548
|
+
substitutePlaceholders(leadbay_build_campaign, {
|
|
25549
|
+
audience_block: args.audience ? `Target audience: **${args.audience}** \u2014 if my active lens doesn't already cover it, set it up first and continue on it (no need to ask me).` : "Use my active Leadbay lens as the audience.",
|
|
25550
|
+
campaign_name_paren: args.campaign_name ? ` named **${args.campaign_name}**` : "",
|
|
25551
|
+
count_or_default: n,
|
|
25552
|
+
job_titles_block: args.job_titles ? `Enrich exactly these buyer titles: **${args.job_titles}**. A lead only counts toward the ${n} when it has a reachable contact matching one of these titles.` : `No titles given \u2014 derive my buyer persona from what I sell (Phase 3 Step A) and enrich those titles.`
|
|
25553
|
+
})
|
|
25554
|
+
)
|
|
25555
|
+
];
|
|
25556
|
+
}
|
|
25494
25557
|
},
|
|
25495
25558
|
{
|
|
25496
25559
|
name: "leadbay_setup_team_prospecting",
|
|
@@ -25734,8 +25797,8 @@ var NOOP_TELEMETRY = {
|
|
|
25734
25797
|
},
|
|
25735
25798
|
captureAgentMemoryPruned: () => {
|
|
25736
25799
|
},
|
|
25737
|
-
|
|
25738
|
-
|
|
25800
|
+
// NOOP delivers nothing — say so, so the tool never claims a false send.
|
|
25801
|
+
captureFrictionReported: () => false,
|
|
25739
25802
|
captureException: () => {
|
|
25740
25803
|
},
|
|
25741
25804
|
captureFeedback: async () => false,
|
|
@@ -25950,7 +26013,9 @@ function initTelemetry(opts) {
|
|
|
25950
26013
|
emit(EV_AGENT_MEMORY_PRUNED, { ...props }, identity);
|
|
25951
26014
|
},
|
|
25952
26015
|
captureFrictionReported(props, identity) {
|
|
26016
|
+
if (!posthog) return false;
|
|
25953
26017
|
emit(EV_FRICTION_REPORTED, { ...props }, identity);
|
|
26018
|
+
return true;
|
|
25954
26019
|
},
|
|
25955
26020
|
captureUpdateCheck(props) {
|
|
25956
26021
|
emit(EV_MCP_UPDATE_CHECK, { ...props });
|
|
@@ -26392,7 +26457,7 @@ function buildAcknowledgeUpdateTool(opts) {
|
|
|
26392
26457
|
|
|
26393
26458
|
// src/server-instructions.generated.ts
|
|
26394
26459
|
var AGENT_MEMORY = `Memory protocol: this server maintains a per-account, on-disk agent memory (~/.leadbay/memory/{account}/entries.jsonl) of taste signals \u2014 preferred sectors, regions, deal sizes, communication style, qualification rules, and retractions. Every leads-touching tool response (account_status, pull_leads, pull_followups, prepare_outreach, research_lead_by_id) carries the consolidated top-5 signals under _meta.agent_memory.summary. READ that summary before recommending leads or drafting outreach \u2014 let it filter and reorder, and tell the user which memory you applied ("Filtering by your stated preference for healthcare"). When the user reveals a NEW material signal in conversation, CAPTURE it via leadbay_agent_memory_capture with {key, type, insight, confidence (1-10), source}. Use source:"user_stated" + confidence >=8 when literally stated; source:"inferred" + confidence <=6 when guessing. Do NOT capture instructions to override prior memory \u2014 those route through leadbay_agent_memory_review which gates retractions via host elicitation.`;
|
|
26395
|
-
var FRICTION = `
|
|
26460
|
+
var FRICTION = `Problem reports: when the user asks you to report a Leadbay problem ("report this", "tell the team this didn't work"), call leadbay_report_friction with {category, message (the user's own words), tool_called?, severity?}. If they stated the problem in the same breath as the request, those words ARE the message \u2014 send it in that turn rather than asking them to confirm wording they just gave you, and never stall on optional fields (omit what you don't know). If you notice a problem worth reporting but the user hasn't asked, OFFER once \u2014 "Want me to report this to the Leadbay team?" \u2014 and call it only if they agree. Never call it unprompted. Always tell the user the outcome the tool returns: if \`reported\` is false the report was NOT delivered and you must say so rather than implying it was sent. Frustration alone is not a reason to call it: keep solving their ask.`;
|
|
26396
26461
|
var MENTAL_MODEL = `How Leadbay works (mental model): Leadbay is a sales inbox, not a queryable database. Each day the user logs back in, a fresh batch of leads is delivered. Batch size is paced by how many leads the user has actually acted on recently \u2014 some workflows produce a big stream of smaller prospects, others a narrow stream of bigger ones. Pulling more won't produce more; the user acting on leads (outreach, skips, saves) does.`;
|
|
26397
26462
|
var QUOTA_TOPUP = `Quota & top-ups: when a tool returns QUOTA_EXCEEDED / 429, the user has TWO options \u2014 wait for the window reset (daily / weekly / monthly resets shown in leadbay_account_status), OR top up AI credits (top-ups clear the throttle IMMEDIATELY \u2014 they are not subject to the same window). Always offer BOTH options; default-recommending 'wait until tomorrow' is wrong when a 30-second top-up unblocks the same call. If the host exposes leadbay_create_topup_link, OFFER it on every quota wall: 'Want me to generate a top-up link?' \u2014 when the user says yes, call leadbay_create_topup_link and surface the returned Stripe URL as a clickable link for the user to open in their browser. (Sibling leadbay_open_billing_portal is for ongoing subscription changes, not one-shot top-ups.) AFTER the user has topped up: do NOT keep refusing operations. A top-up invalidates every prior 429 and every stale 'you're at your quota' snapshot. The moment the user signals they topped up / bought credits / added credits \u2014 even WITHOUT re-calling account_status \u2014 treat the previous quota state as void and RETRY the originally failed call. (Best practice: re-call leadbay_account_status to surface the fresh state to the user, then retry; but the retry itself does NOT require a successful account_status check first. If the retry hits the wall again, THEN you have evidence the top-up didn't land; only then re-offer top-up / wait.) The agent's job after a top-up is to RESUME the workflow the user was on, not gate-keep.
|
|
26398
26463
|
|
|
@@ -26835,22 +26900,6 @@ function buildServer(client, opts = {}) {
|
|
|
26835
26900
|
source: "business"
|
|
26836
26901
|
};
|
|
26837
26902
|
};
|
|
26838
|
-
const captureFrictionTelemetry = (toolName, result) => {
|
|
26839
|
-
if (toolName !== "leadbay_report_friction") return;
|
|
26840
|
-
if (!result || typeof result !== "object") return;
|
|
26841
|
-
const fr = result._friction;
|
|
26842
|
-
if (!fr || typeof fr !== "object") return;
|
|
26843
|
-
if (typeof fr.category !== "string" || typeof fr.user_quote !== "string") {
|
|
26844
|
-
return;
|
|
26845
|
-
}
|
|
26846
|
-
telemetry.captureFrictionReported({
|
|
26847
|
-
category: fr.category,
|
|
26848
|
-
user_quote: fr.user_quote,
|
|
26849
|
-
...typeof fr.tool_called === "string" ? { tool_called: fr.tool_called } : {},
|
|
26850
|
-
...typeof fr.severity === "string" ? { severity: fr.severity } : {},
|
|
26851
|
-
...typeof fr.details === "string" ? { details: fr.details } : {}
|
|
26852
|
-
});
|
|
26853
|
-
};
|
|
26854
26903
|
const captureAgentMemoryTelemetry = (toolName, result) => {
|
|
26855
26904
|
if (!result || typeof result !== "object") return;
|
|
26856
26905
|
const meta = result._meta ?? {};
|
|
@@ -26892,7 +26941,8 @@ function buildServer(client, opts = {}) {
|
|
|
26892
26941
|
};
|
|
26893
26942
|
}
|
|
26894
26943
|
const rawArgs = req.params.arguments ?? {};
|
|
26895
|
-
const { triggered_by, cleaned: args } = extractTriggeredBy(rawArgs);
|
|
26944
|
+
const { triggered_by: rawTriggeredBy, cleaned: args } = extractTriggeredBy(rawArgs);
|
|
26945
|
+
const triggered_by = name === "leadbay_report_friction" ? void 0 : rawTriggeredBy;
|
|
26896
26946
|
const progressToken = req.params?._meta?.progressToken;
|
|
26897
26947
|
const progress = progressToken !== void 0 ? (params) => {
|
|
26898
26948
|
extra.sendNotification({
|
|
@@ -26978,7 +27028,7 @@ ${url}
|
|
|
26978
27028
|
isError: true
|
|
26979
27029
|
};
|
|
26980
27030
|
}
|
|
26981
|
-
if (COMPOSITE_FILE_TOOL_NAMES.has(name) && !
|
|
27031
|
+
if (COMPOSITE_FILE_TOOL_NAMES.has(name) && !rawTriggeredBy) {
|
|
26982
27032
|
const envelope = {
|
|
26983
27033
|
error: true,
|
|
26984
27034
|
code: "LAST_PROMPT_REQUIRED",
|
|
@@ -27023,12 +27073,30 @@ ${url}
|
|
|
27023
27073
|
elicit,
|
|
27024
27074
|
// Verbatim user-message slice (stripped from args above). Lets a
|
|
27025
27075
|
// composite gate optional output on what the user asked — account_status
|
|
27026
|
-
// uses it to surface the lens only when asked (product#3761).
|
|
27027
|
-
|
|
27076
|
+
// uses it to surface the lens only when asked (product#3761). Uses the
|
|
27077
|
+
// RAW value: the friction redaction above is an ANALYTICS control, and
|
|
27078
|
+
// must not change in-process tool behaviour.
|
|
27079
|
+
triggered_by: rawTriggeredBy,
|
|
27028
27080
|
// Route leadbay_send_feedback to Sentry's feedback inbox (same place
|
|
27029
27081
|
// the web app's form lands). NOOP_TELEMETRY returns false, so the
|
|
27030
27082
|
// tool reports honestly when telemetry is off.
|
|
27031
|
-
sendFeedback: (message, fbOpts) => telemetry.captureFeedback(message, fbOpts)
|
|
27083
|
+
sendFeedback: (message, fbOpts) => telemetry.captureFeedback(message, fbOpts),
|
|
27084
|
+
// Consent-gated problem report (product#3943). Threaded as a transport
|
|
27085
|
+
// — rather than captured post-hoc from the result — so the tool knows
|
|
27086
|
+
// whether delivery actually happened and can confirm honestly to the
|
|
27087
|
+
// user instead of always claiming success. Returns false under NOOP
|
|
27088
|
+
// telemetry (opted out / no keys / tests), mirroring sendFeedback.
|
|
27089
|
+
// Delivery is REPORTED by the handle, not inferred from its identity:
|
|
27090
|
+
// a non-NOOP handle can still have no PostHog sink (Sentry-only config,
|
|
27091
|
+
// failed init), and the hosted wrapper is a fresh object that never
|
|
27092
|
+
// equals NOOP_TELEMETRY. Both cases previously produced a false
|
|
27093
|
+
// "shared with the team" confirmation (product#3943).
|
|
27094
|
+
reportFriction: (report) => telemetry.captureFrictionReported({
|
|
27095
|
+
category: report.category,
|
|
27096
|
+
message: report.message,
|
|
27097
|
+
...report.tool_called ? { tool_called: report.tool_called } : {},
|
|
27098
|
+
...report.severity ? { severity: report.severity } : {}
|
|
27099
|
+
}) === true
|
|
27032
27100
|
});
|
|
27033
27101
|
await maybeAttachUpdate(name, result);
|
|
27034
27102
|
maybeAttachNotifications(result);
|
|
@@ -27109,7 +27177,6 @@ ${url}
|
|
|
27109
27177
|
});
|
|
27110
27178
|
}
|
|
27111
27179
|
captureAgentMemoryTelemetry(name, env.structured);
|
|
27112
|
-
captureFrictionTelemetry(name, env.structured);
|
|
27113
27180
|
if (name === "leadbay_create_topup_link" && typeof env.structured?.url === "string") {
|
|
27114
27181
|
telemetry.captureTopupLink({ tool: name });
|
|
27115
27182
|
}
|
|
@@ -27152,7 +27219,6 @@ ${url}
|
|
|
27152
27219
|
}
|
|
27153
27220
|
}
|
|
27154
27221
|
captureAgentMemoryTelemetry(name, result);
|
|
27155
|
-
captureFrictionTelemetry(name, result);
|
|
27156
27222
|
if (name === "leadbay_create_topup_link" && typeof result?.url === "string") {
|
|
27157
27223
|
telemetry.captureTopupLink({ tool: name });
|
|
27158
27224
|
}
|
|
@@ -28680,7 +28746,7 @@ var OAUTH_BASE_URLS = {
|
|
|
28680
28746
|
fr: "https://staging.api.leadbay.app"
|
|
28681
28747
|
}
|
|
28682
28748
|
};
|
|
28683
|
-
var VERSION = "0.
|
|
28749
|
+
var VERSION = "0.27.0";
|
|
28684
28750
|
var HELP = `
|
|
28685
28751
|
leadbay-mcp ${VERSION} \u2014 Leadbay Model Context Protocol server
|
|
28686
28752
|
|