@leadbay/mcp 0.25.0 → 0.28.0
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/CHANGELOG.md +55 -0
- package/dist/bin.js +698 -152
- package/dist/http-server.js +705 -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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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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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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-
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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.",
|
|
23262
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
|
|
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.
|
|
24201
24252
|
|
|
24202
|
-
Tell me what you swapped in one line ("dropped Corbett + RBS \u2014 ops-only; swapped in Acme + Globex which have Sales VPs").
|
|
24253
|
+
Tell me what you swapped in one line ("dropped Corbett + RBS \u2014 ops-only; swapped in Acme + Globex which have Sales VPs").
|
|
24203
24254
|
|
|
24204
|
-
**Step C \u2014
|
|
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.
|
|
24205
24256
|
|
|
24206
|
-
**Step D \u2014
|
|
24207
|
-
|
|
24208
|
-
If I skip enrichment, continue \u2014 the campaign can be enriched later from the call sheet.
|
|
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
|
|
24223
|
-
|
|
24224
|
-
The campaign exists and is call/email ready. End by offering, via \`ask_user_input_v0\`:
|
|
24271
|
+
# PHASE 6 \u2014 DONE (no handoff prompt)
|
|
24225
24272
|
|
|
24226
|
-
|
|
24227
|
-
- "See the pulse" \u2192 \`leadbay_campaign_progression\` for per-lead status.
|
|
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.
|
|
24228
24274
|
|
|
24229
|
-
|
|
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
|
|
@@ -25193,6 +25241,457 @@ End with a NEXT STEPS chip via your host's choice widget (\`ask_user_input_v0\`
|
|
|
25193
25241
|
|
|
25194
25242
|
Done. The lens is live, the validated cohort is persisted as named campaigns, and the manager knows where the cross-user-visibility gap is.
|
|
25195
25243
|
`;
|
|
25244
|
+
var leadbay_top_accounts_to_activate = `
|
|
25245
|
+
## MEMORY
|
|
25246
|
+
|
|
25247
|
+
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.
|
|
25248
|
+
|
|
25249
|
+
|
|
25250
|
+
Build me a **top-{{arg:count_or_default}} account-conquest plan** \u2014 the accounts worth activating, ranked, each one carrying a strategic motif, a phone pitch and a three-step checklist. {{arg:territory_block}}
|
|
25251
|
+
|
|
25252
|
+
This deliverable goes in front of a paying client, so **the honesty of the numbers matters more than their completeness**. Deliver the strongest plan the available data actually supports, and be explicit about what it doesn't.
|
|
25253
|
+
|
|
25254
|
+
**DATA PROVENANCE \u2014 every number carries its source.** This deliverable mixes
|
|
25255
|
+
four data sources with very different trust levels, and it is shown to a
|
|
25256
|
+
paying client. A figure whose origin is unstated reads as measured fact. Tag
|
|
25257
|
+
every number you emit with exactly one class:
|
|
25258
|
+
|
|
25259
|
+
| Tag | Meaning | Where it comes from |
|
|
25260
|
+
|---|---|---|
|
|
25261
|
+
| \`[ERP]\` | measured in the client's own invoicing / management extract | the file the user attached, or a \`leadbay_get_lead_custom_fields\` read of a value imported from it |
|
|
25262
|
+
| \`[LB]\` | returned by a \`leadbay_*\` tool THIS session | \`leadbay_pull_leads\`, \`leadbay_pull_followups\`, \`leadbay_bulk_qualify_leads\`, \`leadbay_enrich_titles\`, \`leadbay_scan_portfolio_signals\`, \`leadbay_account_history\`, \`leadbay_research_lead_by_id\` |
|
|
25263
|
+
| \`[SIRENE]\` | the French public company registry | \`recherche-entreprises.api.gouv.fr\` \u2014 **your own web tool, NOT Leadbay.** Leadbay does not proxy the registry |
|
|
25264
|
+
| \`[HYP]\` | a modelled assumption | the \u20AC/employee benchmark, the 35 % objective, the trade purchase mix, any Tier-1 threshold the client hasn't confirmed |
|
|
25265
|
+
|
|
25266
|
+
**Taint propagates.** A derived figure inherits the weakest class of its
|
|
25267
|
+
inputs. \`cash = pot12 \u2212 ca12\` where \`pot12\` is \`[HYP]\` makes **\`cash\` itself
|
|
25268
|
+
\`[HYP]\`** \u2014 say so in the artefact's own caveat block, not only in chat. A
|
|
25269
|
+
client who mistakes a modelled \`cash\` figure for an audited one will build a
|
|
25270
|
+
sales plan on it.
|
|
25271
|
+
|
|
25272
|
+
**Print the PROVENANCE LEDGER before you build anything**, BEFORE writing
|
|
25273
|
+
artifact code or the final table. The block below is a **shape, not a literal**:
|
|
25274
|
+
keep the header, the \`field / class / source\` columns and the closing rule, but
|
|
25275
|
+
**replace every \`<...>\` placeholder with the real field name, class and source**
|
|
25276
|
+
\u2014 one row per field you actually emit. A ledger still showing \`<field name>\` has
|
|
25277
|
+
passed the ordering check while telling the reader nothing, which defeats its
|
|
25278
|
+
entire purpose.
|
|
25279
|
+
|
|
25280
|
+
\`\`\`
|
|
25281
|
+
PROVENANCE LEDGER
|
|
25282
|
+
=================
|
|
25283
|
+
field class source
|
|
25284
|
+
<field name> ERP <file>:col "<column header>"
|
|
25285
|
+
<field name> LB <tool that returned it>
|
|
25286
|
+
<field name> SIRENE recherche-entreprises.api.gouv.fr
|
|
25287
|
+
<field name> HYP <the formula + which input is assumed>
|
|
25288
|
+
<field name> OMITTED <why it cannot be computed>
|
|
25289
|
+
=================
|
|
25290
|
+
\`\`\`
|
|
25291
|
+
|
|
25292
|
+
An \`OMITTED\` row is the point of the ledger: it makes a gap **visible** instead
|
|
25293
|
+
of silently filled with a plausible guess. Never drop a field from the ledger
|
|
25294
|
+
just because you couldn't source it \u2014 render it as \`OMITTED\` with the reason.
|
|
25295
|
+
|
|
25296
|
+
**When a number is unavailable, do NOT model it \u2014 switch modes.** Specifically:
|
|
25297
|
+
if the client's revenue-realized figure is absent, do not estimate it, do not
|
|
25298
|
+
proxy it from headcount / sector / score, and **do not sort by any quantity
|
|
25299
|
+
derived from it.** Say plainly which fields are unavailable, name the exact
|
|
25300
|
+
columns you'd need, and deliver the plan the prompt describes \u2014 ordered by the
|
|
25301
|
+
strongest \`[LB]\` ranking you actually have.
|
|
25302
|
+
|
|
25303
|
+
**Sorting is where fabrication hides.** Asked for a ranking "by cash to go
|
|
25304
|
+
get" with no revenue data, the tempting move is to invent a revenue figure per
|
|
25305
|
+
account purely so the sort produces a plausible-looking order. That is
|
|
25306
|
+
fabrication with a confident shape, and it is the single most likely failure of
|
|
25307
|
+
this workflow. Change the sort and say so; never invent the key.
|
|
25308
|
+
|
|
25309
|
+
**Client-specific parameters are to be CONFIRMED, not assumed as product
|
|
25310
|
+
constants.** The Tier-1 threshold, the \u20AC/employee benchmark and the purchase
|
|
25311
|
+
mix all come from one client's economics. State each as \`[HYP]\` with its value
|
|
25312
|
+
visible and offer to re-run when the client supplies the real figure.
|
|
25313
|
+
|
|
25314
|
+
|
|
25315
|
+
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.
|
|
25316
|
+
|
|
25317
|
+
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.
|
|
25318
|
+
|
|
25319
|
+
|
|
25320
|
+
# Resilience rules for Leadbay long-running tools
|
|
25321
|
+
|
|
25322
|
+
These four rules apply to every Leadbay workflow that calls \`leadbay_pull_leads\`, \`leadbay_bulk_qualify_leads\`, \`leadbay_research_lead_by_id\`, \`leadbay_import_and_qualify\`, or \`leadbay_enrich_titles\`. **Treat timeouts and stream-closed errors as transient, not as signals to replan.**
|
|
25323
|
+
|
|
25324
|
+
## Rule 1 \u2014 Pin the lens
|
|
25325
|
+
|
|
25326
|
+
After your first \`leadbay_pull_leads\` call, capture \`response.lens.id\` into your working memory and **pass it explicitly as the \`lensId\` argument to every subsequent call** in this session \u2014 including any re-pulls, bulk qualifies, or research calls that accept it. (Field-name caveat: the response nests it as \`lens.id\`; the parameter on subsequent calls is \`lensId\`.) The active lens can shift between calls (5-minute client cache + backend \`last_requested_lens\` can change if the user touches the web UI). A lens shift mid-workflow throws away your top-10 work.
|
|
25327
|
+
|
|
25328
|
+
## Rule 2 \u2014 Prefer async for bulk operations
|
|
25329
|
+
|
|
25330
|
+
\`leadbay_bulk_qualify_leads\` and \`leadbay_import_and_qualify\` accept \`wait_for_completion:false\`, which returns \`{status:'running', qualify_id}\` immediately. Then poll \`leadbay_qualify_status\` (or \`leadbay_import_status\`) every ~10s until the job completes. **Use the async pattern by default** \u2014 the blocking default can exceed the MCP client's per-call timeout on large batches and produce a misleading \`"Request timed out"\` even though the server is still working.
|
|
25331
|
+
|
|
25332
|
+
## Rule 3 \u2014 Serialize \`leadbay_research_lead_by_id\` fan-out
|
|
25333
|
+
|
|
25334
|
+
\`leadbay_research_lead_by_id\` is composite and reads many sub-resources. Calling it on 10 leads in parallel can saturate the transport and produce \`"Tool permission stream closed"\` errors that look like permission failures but are really backpressure. **Call it sequentially**, or at most 3 in parallel. If one call fails with a stream/timeout error, retry that one call once before moving on; on a second failure, note the lead and continue \u2014 do not abandon the remaining leads.
|
|
25335
|
+
|
|
25336
|
+
## Rule 4 \u2014 Retry, don't replan
|
|
25337
|
+
|
|
25338
|
+
If a Leadbay tool returns \`"Request timed out"\`, \`"stream closed"\`, or any other transport-level error (distinct from a Leadbay-issued error payload), the work may still be running server-side. Do this in order:
|
|
25339
|
+
|
|
25340
|
+
1. For bulk tools \u2014 retry with \`wait_for_completion:false\` and poll the status tool with the returned id. Don't re-pull leads; that can shift the lens.
|
|
25341
|
+
2. For single-lead tools \u2014 retry the same call once. If it still fails, record the lead id and continue with the rest of the workflow.
|
|
25342
|
+
3. **Do not** switch strategies (e.g. "the endpoint is broken, let me re-pull from scratch"). The earlier work is still valid; the timeout was the wire.
|
|
25343
|
+
|
|
25344
|
+
If \`pull_leads\` itself fails and you have no prior batch, then yes \u2014 retry it, explicitly pass the lensId you captured (if any), and continue.
|
|
25345
|
+
|
|
25346
|
+
|
|
25347
|
+
# PHASE 0 \u2014 SCOPE + STATE
|
|
25348
|
+
|
|
25349
|
+
Call \`leadbay_account_status\` for my quota and active lens.
|
|
25350
|
+
|
|
25351
|
+
**What this plan is, and what it deliberately isn't.** Leadbay knows who a company is, how it scores, what signals it has and who to call there. It does **not** know what any account buys from me \u2014 invoicing lives in my ERP, and no Leadbay tool exposes it. So this is a **conquest plan**: real accounts, real qualification, real signals, real contacts, ranked by the strongest Leadbay signal available. Revenue-realized, per-family revenue, addressable spend and cash-to-capture are **OMITTED \u2014 never estimated, never proxied from headcount, sector or lead score.**
|
|
25352
|
+
|
|
25353
|
+
Say that scope in one line up front, so nobody reads the ranking as a money sort. If I ask for a cash-ranked plan, tell me plainly that it needs my invoicing extract and that the MCP has no path to it today \u2014 then deliver this plan anyway rather than stopping.
|
|
25354
|
+
|
|
25355
|
+
**DELIVER FIRST, ASK ALONGSIDE \u2014 never gate the plan on a missing input.** Only ONE thing can stop you before you have shipped a ranked list of real accounts: not knowing **whose** plan this is (a company-identity mismatch you genuinely cannot resolve). Everything else is a question you carry *next to* the delivered plan, not a reason to withhold it:
|
|
25356
|
+
|
|
25357
|
+
- **No benchmark?** Costs nothing here \u2014 the money column is OMITTED regardless. Pull, qualify, rank by the Leadbay signal, deliver, and mention what a cash-ranked version would need.
|
|
25358
|
+
- **No Tier-1 threshold?** Not a blocker. Deliver, and ask alongside.
|
|
25359
|
+
- **No territory?** Not a blocker \u2014 but do NOT call the result "national". You'll be pulling my ACTIVE lens, which may already be scoped to a city, sector or rep patch. Say the plan covers **my active lens's existing scope** (name the lens), not the whole country, and offer to re-scope. Calling a city-scoped lens a national plan misdescribes the deliverable to a client.
|
|
25360
|
+
- **\`last_requested_lens: null\`?** Not a blocker \u2014 and **do NOT read it as "no lens exists".** \`leadbay_account_status\` deliberately WITHHOLDS the lens id unless the request mentioned the lens/audience, so a plain "top 50 accounts to activate" returns null even when I have a perfectly good active lens. Default to calling \`leadbay_pull_leads\` with **no** \`lensId\` and let it resolve my active lens; capture \`response.lens.id\` from that result and pin it thereafter. Only create or switch a lens when I explicitly asked to scope or change the audience (e.g. a \`territory\` argument) \u2014 inventing a new lens silently changes what I see in the product.
|
|
25361
|
+
- **Only 3 qualification questions instead of 5?** Not a blocker. Use the org's real questions, note the gap, recommend the additions \u2014 do not wait for permission before pulling.
|
|
25362
|
+
|
|
25363
|
+
Bundling a non-blocking question in with a blocking one turns a justified pause into an over-wide gate, and the user gets a plan-of-a-plan instead of a plan. The test is **"have I shipped a ranked list of real accounts yet?"** \u2014 if you're about to end a turn without one, you are almost certainly over-gating: deliver first, then ask.
|
|
25364
|
+
|
|
25365
|
+
If I gave a \`territory\`, scope discovery to it now, and **make sure the scoping actually took effect before you pull** \u2014 a territory request that silently returns out-of-territory accounts is worse than none.
|
|
25366
|
+
|
|
25367
|
+
- **Preferred: \`leadbay_adjust_audience\`** on my active lens, passing the place as \`locations\`. It applies directly, so the lens I already use is now scoped and \`leadbay_pull_leads\` needs no new id.
|
|
25368
|
+
|
|
25369
|
+
\u26A0 **Location criteria MERGE \u2014 they do not replace.** \`adjust_audience\` unions the new \`location_ids\` into any existing include-location criterion (and \`pull_followups\` merges its \`city\` shortcut the same way). So asking for "R\xE9gion Ouest" on a lens already scoped to Paris yields **Paris OR R\xE9gion Ouest** while your header claims R\xE9gion Ouest. Before adding a territory, check the current filter: if it already carries locations you were not asked to keep, clear or replace them (or build a fresh territory-only lens for this one-off plan) rather than stacking a union.
|
|
25370
|
+
- **If a new lens is genuinely warranted: \`leadbay_new_lens\` is a two-step call.** It returns \`status:"preview"\` and creates NOTHING unless you re-call the same args with \`confirm:true\`. So: preview \u2192 confirm \u2192 take \`lens.id\` from the \`created\` response \u2192 pass that id as \`lensId\` on every subsequent pull. Never continue on the previous active lens after previewing a new one; that delivers the old audience under a new heading.
|
|
25371
|
+
|
|
25372
|
+
A place name goes to \`locations\`, never to \`sectors\` or a refine prompt.
|
|
25373
|
+
|
|
25374
|
+
# PHASE 1 \u2014 THE FIVE QUALIFICATION QUESTIONS
|
|
25375
|
+
|
|
25376
|
+
Call \`leadbay_get_qualification_questions\` and use the org's **actual** questions \u2014 they become the qualification row on every card. Do NOT invent them.
|
|
25377
|
+
|
|
25378
|
+
If the org has none set, or they don't discriminate for this exercise, recommend this shape and offer to set it via \`leadbay_set_qualification_questions\` (max 5, and ask before replacing anything): **Q1** exercises a core-target trade \xB7 **Q2** big enough to matter \xB7 **Q3** operates in the covered territory \xB7 **Q4** recent activity signals \xB7 **Q5** likely need in the next quarter. Q4 and Q5 are the load-bearing pair \u2014 they separate "fits the profile" from "worth calling this week". Recommend; don't overwrite without my say-so.
|
|
25379
|
+
|
|
25380
|
+
# PHASE 2 \u2014 THE ACCOUNT UNIVERSE
|
|
25381
|
+
|
|
25382
|
+
\u26A0 **Monitor membership is not client status.** Monitor tells you what Leadbay is watching \u2014 lens scoring decides who lands there, not whether the company ever bought anything. Label that pane "Leadbay view membership", never "customer".
|
|
25383
|
+
|
|
25384
|
+
**Get the accounts.** \`leadbay_pull_followups\` for the known/identified side, \`leadbay_pull_leads\` for the not-yet-identified side.
|
|
25385
|
+
|
|
25386
|
+
\u26A0 **Monitor's scope must match the scope you put in the header \u2014 never leave it accidental.** \`leadbay_pull_followups\` defaults to applying whatever Monitor filter is persisted server-side from a previous session, and that filter has nothing to do with the lens Discover is using. Two stale-state traps, one rule:
|
|
25387
|
+
|
|
25388
|
+
- **A persisted filter you didn't ask for** silently shrinks the known side, so a rep who once filtered Monitor to a city gets a "whole base" plan missing most of it.
|
|
25389
|
+
- **Blindly passing \`filtered:false\`** does the opposite: Monitor goes org-wide while Discover stays on a scoped lens, so out-of-scope known accounts land in a plan headed with the lens's name.
|
|
25390
|
+
|
|
25391
|
+
\u26A0 **You cannot mirror a geography you haven't read.** \`leadbay_pull_leads\` returns only \`lens: {id}\` \u2014 not the lens's filter \u2014 so capturing the id tells you nothing about which locations it covers. Before scoping Monitor to match a lens, read the **\`lens://<id>/definition\` resource** \u2014 that is where the filter and its \`location_ids\` actually live. \`leadbay_my_lenses\` returns only id / name / description / active flags, so it cannot tell you a lens's geography and must not be used for this. If you cannot determine the lens's geography, do NOT guess: pull Monitor org-wide with \`filtered:false\` and say in the header that the known side is org-wide while Discover follows lens \`<id>\`, whose scope you could not read. An unstated mismatch is the failure; a stated one is honest.
|
|
25392
|
+
|
|
25393
|
+
So: **read the persisted filter first** (the response reports \`active_filters\`), then make it match the plan's declared scope. If the plan is scoped (a \`territory\`, or an active lens with its own geography), apply that same geography to Monitor. If the plan is genuinely org-wide, pass \`filtered:false\`. Either way, state the known side's scope in the header in the same breath as the Discover side \u2014 a plan whose two halves are scoped differently is misleading even when both halves are individually correct.
|
|
25394
|
+
|
|
25395
|
+
\u26A0 **A territory must scope BOTH sides.** Adjusting or creating a lens only scopes Discover; Monitor is filtered through its own path, so pass the territory to \`leadbay_pull_followups\` as well (its \`city\` free-text shortcut resolves to a \`location_ids\` filter, same resolver as the lens). Otherwise a territory-scoped plan quietly mixes in out-of-territory known accounts \u2014 and a client reading "R\xE9gion Ouest" at the top will not check every row. Unless I named a \`territory\`, call \`leadbay_pull_leads\` with **no \`lensId\`** so it resolves my active lens \u2014 do not create a lens just because \`account_status\` showed a null. Capture \`response.lens.id\` from the first pull and pass it as an explicit \`lensId\` on every later call \u2014 a mid-session lens shift discards the cohort. Keep pulling until you have a pool comfortably deeper than {{arg:count_or_default}}, topping up with \`leadbay_bulk_qualify_leads\` \u2192 \`leadbay_qualify_status\` \u2192 re-pull as needed.
|
|
25396
|
+
|
|
25397
|
+
# PHASE 3 \u2014 QUALIFY, SIGNAL, MOTIF
|
|
25398
|
+
|
|
25399
|
+
**Qualify \u2014 the SELECTED cohort, in chunks of 25.** \`leadbay_bulk_qualify_leads\` caps \`count\` at **25**, so a single call cannot cover a 50-account plan. Loop until the whole cohort is qualified, polling \`leadbay_qualify_status\` between chunks.
|
|
25400
|
+
|
|
25401
|
+
\u26A0 **Never qualify Monitor rows through a Discover \`lensId\`.** \`leadbay_qualify_status\` re-checks each lead against the lens it was launched on and returns them under **\`not_in_lens\`** \u2014 the backend does not qualify them, so those rows ship with permanently empty pills while the poll reads "still running". So split the cohort: qualify the Discover rows with the pinned \`lensId\`, and for known-side rows use the qualification data \`leadbay_pull_followups\` already returned rather than re-launching them off-lens. If a Monitor row has no qualification data, say so in its cell \u2014 do not leave a pill that will never fill. **Always read \`not_in_lens\` in the poll response** and report anything listed there rather than waiting on it.
|
|
25402
|
+
|
|
25403
|
+
\u26A0 **Pass explicit \`leadIds\` whenever the cohort isn't simply "the next N on the lens"** \u2014 e.g. after you've selected a shortlist, or when the plan mixes Monitor and Discover rows. The \`count\`-based path selects the next *unqualified leads from the lens wishlist*, so on any other cohort it qualifies unrelated leads and hands you handles whose pills belong to different companies. Use \`leadbay_bulk_qualify_leads({leadIds:[\u2026\u226425 of the cohort], wait_for_completion:false})\` and chunk through the cohort's own ids. The \`{lensId, count}\` form is only right when the cohort genuinely *is* the lens's top N.
|
|
25404
|
+
|
|
25405
|
+
**Qualify the plan cohort, not the whole base.** Select your ~{{arg:count_or_default}} candidates (plus a modest buffer for drop-outs) BEFORE qualifying \u2014 qualification is async and quota-bearing, so running it across an entire portfolio to produce a top-{{arg:count_or_default}} burns the user's quota for rows that will never appear. **Keep every returned \`qualify_id\`** \u2014 the deck's live qualification layer is wired from those handles, and a deck with none is a dead deck that still looks finished. Never ship a plan whose lower ranks have empty qualification pills because only the first 25 were ever qualified.
|
|
25406
|
+
|
|
25407
|
+
**Signals \u2014 scoped to the cohort.** \u26A0 **Always pass the selected \`leadIds\`.** With \`leadIds\` omitted, \`leadbay_scan_portfolio_signals\` builds its own portfolio by paging \`/monitor\` \u2014 so on an imported cohort or a freshly-pulled Discover set it would scan a *different population* and you'd render dashes for accounts whose signals were never read.
|
|
25408
|
+
|
|
25409
|
+
\`leadbay_scan_portfolio_signals\` is also a **filtered** read: it requires a concrete \`query\` and returns only the accounts whose cached signals match it. It is not a generic "read every signal" call. So run it **once per why-now theme, as SEPARATE calls** \u2014 expansion/new site \xB7 contract or tender won \xB7 funding \xB7 hiring \xB7 acquisition \xB7 new venue \u2014 and union the results.
|
|
25410
|
+
|
|
25411
|
+
\u26A0 **One comma-joined omnibus query is NOT six themed scans.** Cramming every keyword into a single string is one match attempt whose recall you cannot inspect: a lead that would have matched "hiring" alone can be missed, and you have no way to tell which themes actually returned anything. Six calls, six result sets, one union. If a theme returns nothing, that is information \u2014 record it rather than hiding it inside a broad string. An account that matched no query has **not** been shown to be signal-free; render it with an explicit \`\u2014\`, never an invented event. For the identified side, take interaction recency from the fields \`leadbay_pull_followups\` already returned. \u26A0 **Do NOT reach for \`leadbay_account_history\` on Monitor rows outside the active lens** \u2014 it calls \`research_lead_by_id\` first, which fetches \`/lenses/{lensId}/leads/{leadId}\` and 404s off-lens, so the very rows that need a SUIVI / R\xC9VEIL-LB decision are the ones it fails on. Use it only for a lead you know is in the pinned lens.
|
|
25412
|
+
|
|
25413
|
+
**SIGNAL HONESTY \u2014 never infer signals from freshness.** \`stale_at\`,
|
|
25414
|
+
\`web_fetch_in_progress\`, \`fetch_at\` are freshness markers, not signal
|
|
25415
|
+
indicators \u2014 signal presence is read ONLY from the actual \`signals[]\` /
|
|
25416
|
+
\`web_fetch.content\` entries. For "which of my leads have signal X" across a
|
|
25417
|
+
portfolio, call **\`leadbay_scan_portfolio_signals\`** (bulk-reads cached
|
|
25418
|
+
signals); don't loop \`leadbay_research_lead_by_id\` per lead or guess from
|
|
25419
|
+
freshness. A lead with no cached content is \`not_researched\`, not "no match";
|
|
25420
|
+
never report a signal verdict for a lead you never read.
|
|
25421
|
+
|
|
25422
|
+
|
|
25423
|
+
**Assign the motif.**
|
|
25424
|
+
|
|
25425
|
+
**THE ACTIVATION MOTIFS.** Every account on the plan carries exactly one motif
|
|
25426
|
+
from this closed set of six. The motif is not decoration \u2014 it decides the phone
|
|
25427
|
+
pitch, the checklist, and whether the account belongs to the *Pilotage* engine
|
|
25428
|
+
(already identified) or the *Conqu\xEAte* engine (not yet identified). Assign it
|
|
25429
|
+
from observable data and state the deciding evidence in one line per account.
|
|
25430
|
+
|
|
25431
|
+
| Motif | Assign when | Engine |
|
|
25432
|
+
|---|---|---|
|
|
25433
|
+
| **SAUVETAGE** | was buying steadily, has now stopped \u2014 a recent, sharp break (e.g. no order in ~60\u201390 days against a real history) | Pilotage |
|
|
25434
|
+
| **PLAN DE COMPTE** | large, still active, buying broadly \u2014 the risk is complacency, not loss; plan the coming half-year and lock volume terms | Pilotage |
|
|
25435
|
+
| **MONT\xC9E EN GAMME** | active but narrow \u2014 buys one product family while comparable accounts of the same size buy several; the gap is cross-sell | Pilotage |
|
|
25436
|
+
| **R\xC9VEIL** | account exists, essentially dormant \u2014 long-dead history (e.g. 12+ months at zero) but the company is demonstrably still trading | Pilotage |
|
|
25437
|
+
| **CONQU\xCATE** | not present in the Leadbay known pipeline \u2014 in the addressable market, absent from the base. \u26A0 Absence from Monitor is NOT proof they never bought (see below) | Conqu\xEAte |
|
|
25438
|
+
| **SUIVI** | in the known pipeline with recent activity, purchase behaviour unknown \u2014 the honest label for an active Monitor row when no order history is available | Pilotage |
|
|
25439
|
+
|
|
25440
|
+
**Decision order matters.** Test in this order and stop at the first match, or
|
|
25441
|
+
a big lapsed account will be labelled R\xC9VEIL when it is really a SAUVETAGE:
|
|
25442
|
+
recent sharp break \u2192 SAUVETAGE; long-dormant \u2192 R\xC9VEIL; never bought \u2192
|
|
25443
|
+
CONQU\xCATE; buying broadly at scale \u2192 PLAN DE COMPTE; buying narrowly \u2192
|
|
25444
|
+
MONT\xC9E EN GAMME.
|
|
25445
|
+
|
|
25446
|
+
**Without order history the first five tests cannot run at all.** In that case
|
|
25447
|
+
the split is simply: in the Leadbay known pipeline \u2192 **SUIVI**; not in the
|
|
25448
|
+
pipeline \u2192 **CONQU\xCATE**. Never reach for a Pilotage motif you cannot evidence,
|
|
25449
|
+
and never invent a seventh label \u2014 the set is closed at six.
|
|
25450
|
+
|
|
25451
|
+
When a known-pipeline row has long-dormant *Leadbay* activity, it stays
|
|
25452
|
+
**SUIVI** and you say what the dormancy measures in its why-now cell: "no
|
|
25453
|
+
Leadbay-logged action in N months". That is a qualifier on the evidence, not a
|
|
25454
|
+
new motif. It is NOT R\xC9VEIL \u2014 R\xC9VEIL means dormant *purchasing*, which needs
|
|
25455
|
+
order history you do not have.
|
|
25456
|
+
|
|
25457
|
+
**What each motif changes in the output.**
|
|
25458
|
+
|
|
25459
|
+
- The **pitch angle** \u2014 SAUVETAGE opens on the silence itself and offers terms
|
|
25460
|
+
to resume; PLAN DE COMPTE opens on the relationship and plans forward;
|
|
25461
|
+
MONT\xC9E EN GAMME opens on what comparable firms buy that this one doesn't;
|
|
25462
|
+
R\xC9VEIL asks what made them leave and offers a re-entry incentive; CONQU\xCATE
|
|
25463
|
+
introduces the company and asks for a short first meeting \u2014 **without
|
|
25464
|
+
asserting no prior relationship**. Never write "we've never worked together"
|
|
25465
|
+
or "as a new customer" on a Leadbay-only plan: absence from the known
|
|
25466
|
+
pipeline is not proof they never bought, and that line told to an existing
|
|
25467
|
+
customer is the one mistake a rep cannot walk back. Write the pitch in the
|
|
25468
|
+
client's own commercial voice, naming the specific families and figures the
|
|
25469
|
+
account's data actually supports. **SUIVI** picks up the existing thread \u2014
|
|
25470
|
+
a continuation, never an introduction and never a win-back.
|
|
25471
|
+
- The **checklist** \u2014 three concrete, checkable next actions matching the
|
|
25472
|
+
motif's shape: diagnose \u2192 schedule \u2192 send-terms for SAUVETAGE; review \u2192
|
|
25473
|
+
propose \u2192 open-a-family for PLAN DE COMPTE; visit-with-full-tariff \u2192 quote \u2192
|
|
25474
|
+
first-order-in-the-new-family for MONT\xC9E EN GAMME; understand-the-departure \u2192
|
|
25475
|
+
send-offer \u2192 first-order-back for R\xC9VEIL; reach-the-decision-maker \u2192
|
|
25476
|
+
open-the-account \u2192 first-test-order for CONQU\xCATE; confirm-the-state \u2192
|
|
25477
|
+
identify-the-current-need \u2192 agree-a-next-step for SUIVI. When a signal exists,
|
|
25478
|
+
promote "exploit <the signal>" to the top of that account's checklist.
|
|
25479
|
+
|
|
25480
|
+
**Motif assignment depends on order history, which is ERP data.** Without the
|
|
25481
|
+
client's extract, SAUVETAGE / PLAN DE COMPTE / MONT\xC9E EN GAMME / R\xC9VEIL cannot
|
|
25482
|
+
be assigned from purchase behaviour \u2014 do not guess them from a lead score, a
|
|
25483
|
+
sector, or a company's size. Two honest options, in order of preference:
|
|
25484
|
+
|
|
25485
|
+
**The Monitor gap \u2014 read this before assigning anything.** Four of the six
|
|
25486
|
+
motifs (SAUVETAGE / PLAN DE COMPTE / MONT\xC9E EN GAMME / R\xC9VEIL) are purchase-
|
|
25487
|
+
behaviour reads, and CONQU\xCATE means "not in the known pipeline". A Monitor row
|
|
25488
|
+
that is *actively* worked therefore matches none of them: it IS in the pipeline,
|
|
25489
|
+
and without order history you cannot tell whether it buys broadly, narrowly, or
|
|
25490
|
+
at all. Do NOT resolve that by guessing a purchase motif, and do NOT silently
|
|
25491
|
+
drop the row.
|
|
25492
|
+
|
|
25493
|
+
Those rows take **SUIVI** (row 6 of the table above). Say in the plan's legend
|
|
25494
|
+
that SUIVI exists precisely because purchase history is unavailable, and that
|
|
25495
|
+
ERP order data would split those rows into the four Pilotage motifs.
|
|
25496
|
+
|
|
25497
|
+
1. **CONQU\xCATE is assignable from Leadbay alone \u2014 but say what it actually
|
|
25498
|
+
means.** Discover membership proves a company is **not in the Leadbay known
|
|
25499
|
+
pipeline**; it does NOT prove they never bought. Monitor membership is set by
|
|
25500
|
+
lens scoring, not by purchase history, so an existing customer who was never
|
|
25501
|
+
scored into the known view will appear in Discover. Without order history
|
|
25502
|
+
there is no way to tell the two apart.
|
|
25503
|
+
|
|
25504
|
+
So label the motif for what the data supports \u2014 "fresh / not in the Leadbay
|
|
25505
|
+
pipeline" \u2014 and **write the pitch so it survives being wrong**: an opener
|
|
25506
|
+
that introduces the company works for a genuine prospect and merely sounds
|
|
25507
|
+
uninformed to a customer, whereas "we've never worked together" told to a
|
|
25508
|
+
current customer damages the relationship and the credibility of the whole
|
|
25509
|
+
plan. Only ERP order history can upgrade this to a true never-a-client
|
|
25510
|
+
claim. A Leadbay-only plan is still a legitimate *Conqu\xEAte* plan \u2014 say so in
|
|
25511
|
+
the title rather than implying it covers the whole base.
|
|
25512
|
+
2. **Leadbay-activity recency is a qualifier, never a motif.** A long-dormant
|
|
25513
|
+
known row stays **SUIVI** with "no Leadbay-logged action in N months" in its
|
|
25514
|
+
why-now cell \u2014 never "no orders in N months", and never a seventh label.
|
|
25515
|
+
Logged activity is not invoicing.
|
|
25516
|
+
|
|
25517
|
+
|
|
25518
|
+
# PHASE 4 \u2014 POTENTIAL AND RANKING
|
|
25519
|
+
|
|
25520
|
+
Rank by \`ai_agent_lead_score\`, then qualification boost, then headcount. **Name that key in the plan's own header** \u2014 a reader who assumes a money-sort misreads the whole order \u2014 and title the deliverable for what it is (a conquest plan), not for what it isn't.
|
|
25521
|
+
|
|
25522
|
+
Cash-to-capture is not available: it needs \`ca12\` from my invoicing system, which no Leadbay tool exposes. Show it as OMITTED in the ledger and say what a cash-ranked version would require (12-month revenue per account, per-family split, last order date, order count, plus a \u20AC/employee benchmark) \u2014 do not model it.
|
|
25523
|
+
|
|
25524
|
+
# PHASE 5 \u2014 CONTACTS (consent-gated)
|
|
25525
|
+
|
|
25526
|
+
Each card needs a reachable decision-maker. \`leadbay_enrich_titles({leadIds, lensId})\` in discovery mode first \u2014 that reveals what's enrichable and spends nothing. Render whatever contact detail is already on the record; many accounts already carry a named contact.
|
|
25527
|
+
|
|
25528
|
+
**Do NOT stop and wait for enrichment consent before delivering.** Asking for a plan is not authorization to spend quota on {{arg:count_or_default}} accounts \u2014 but neither is it a reason to end the turn on a spending question with no plan attached. Ship the ranked plan (Phase 6), then **offer** the paid reveal alongside it. The discovery call returned no \`titles\`, so it only told you what's *available* \u2014 **the offer must therefore carry the titles you propose to enrich AND the channels**, not just a volume: "enrich N contacts at these titles (\`<the titles you picked from available_titles / title_suggestions>\`), email only / email + phone \u2014 reveals consume quota". A bare "yes" to a volume-only question is not a mandate to pick titles yourself, and re-running discovery instead of launching wastes a turn.
|
|
25529
|
+
|
|
25530
|
+
\u26A0 **Do NOT quote a cost or a credits figure.** The per-reveal rate is backend-side and enrichment is gated by quota, not a credit balance; \`credits_remaining\` is advisory context only. A spend number invented to make the offer concrete is the same failure as an invented euro on a card.
|
|
25531
|
+
|
|
25532
|
+
On an explicit yes, launch with the agreed \`titles\` + channels, then poll \`leadbay_bulk_enrich_status\` until done and **keep the \`bulk_id\` handles** for the deck.
|
|
25533
|
+
|
|
25534
|
+
\u26A0 **Render only the channels that actually came back.** The default reveal is email-only unless phone was explicitly requested, so never emit a \`tel:\` link for a contact whose phone was never revealed \u2014 show the channels enrichment returned and mark the rest omitted. A fabricated phone link is the same failure as a fabricated euro.
|
|
25535
|
+
|
|
25536
|
+
# PHASE 6 \u2014 DELIVER
|
|
25537
|
+
|
|
25538
|
+
Render the PROVENANCE LEDGER and its legend FIRST, then the chat answer beneath it \u2014 never the other way round. A ranked money column read before its sourcing has already misled the reader:
|
|
25539
|
+
|
|
25540
|
+
## RENDERING \u2014 account activation plan
|
|
25541
|
+
|
|
25542
|
+
Two surfaces. The **chat table** is the default answer and must stand alone as
|
|
25543
|
+
useful. The **interactive deck** is offered, not forced (see the widget gate) \u2014
|
|
25544
|
+
build it only once the user accepts.
|
|
25545
|
+
|
|
25546
|
+
### Order on the page \u2014 ledger FIRST, then the plan
|
|
25547
|
+
|
|
25548
|
+
Print the PROVENANCE LEDGER (and the one-line provenance legend) **before** the
|
|
25549
|
+
chat table, the deck, or any other part of the deliverable. The reader must know
|
|
25550
|
+
which figures are measured and which are modelled *before* they read a ranking
|
|
25551
|
+
built on them \u2014 a cash column read first and sourced second has already done its
|
|
25552
|
+
damage. This ordering is the workflow contract, not a stylistic preference.
|
|
25553
|
+
|
|
25554
|
+
### The chat table (render immediately after the ledger)
|
|
25555
|
+
|
|
25556
|
+
**The chat answer must be the whole deliverable the user asked for** \u2014 the deck
|
|
25557
|
+
is optional, so a top-50 request whose chat half stops at 10 rows has delivered
|
|
25558
|
+
a fifth of the plan. Render the **requested count**, with its pitch + checklist
|
|
25559
|
+
block per row (see below).
|
|
25560
|
+
|
|
25561
|
+
If that is genuinely too long for one message, do NOT silently truncate: state
|
|
25562
|
+
the delivered count plainly ("here are 20 of the 50 \u2014 say the word for the
|
|
25563
|
+
rest"), so the user knows what they have. Never present a partial list as
|
|
25564
|
+
though it were the plan. Four columns:
|
|
25565
|
+
|
|
25566
|
+
Col 3's header is **the ranking key you actually used** \u2014 never a cash label,
|
|
25567
|
+
since cash-to-capture cannot be computed from Leadbay data:
|
|
25568
|
+
|
|
25569
|
+
\`\`\`
|
|
25570
|
+
| # \xB7 Account | Motif | Fit score | Why now |
|
|
25571
|
+
\`\`\`
|
|
25572
|
+
|
|
25573
|
+
- **Col 1** \u2014 rank number, then the company name linked to its website when one
|
|
25574
|
+
is known. Follow with a compact \` \xB7 \`-separated pill line: city \xB7 headcount \xB7
|
|
25575
|
+
any account reference you were given. **Every figure in that pill line carries
|
|
25576
|
+
its class too** \u2014 headcount is \`[LB]\` (a Leadbay size band, so render the band
|
|
25577
|
+
rather than a false-precision point value) or \`[SIRENE]\` if you read it from
|
|
25578
|
+
the registry. An untagged employee count is still an untagged number in front
|
|
25579
|
+
of a client; omit it rather than ship it bare.
|
|
25580
|
+
- **Col 2** \u2014 the motif, exactly one of SAUVETAGE / PLAN DE COMPTE / MONT\xC9E EN
|
|
25581
|
+
GAMME / R\xC9VEIL / CONQU\xCATE / SUIVI. Never invent a seventh.
|
|
25582
|
+
- **Col 3** \u2014 the ranking signal with its provenance class, e.g. \`AI 30 [LB]\`.
|
|
25583
|
+
Tagging is not optional; an untagged figure reads as measured fact. **There is
|
|
25584
|
+
no money column** \u2014 cash-to-capture needs invoicing data Leadbay does not
|
|
25585
|
+
hold, so it stays OMITTED in the ledger rather than being modelled. A column
|
|
25586
|
+
of invented euros next to a client's name is the exact failure this
|
|
25587
|
+
deliverable must not ship.
|
|
25588
|
+
- **Col 4** \u2014 the one-line reason to act now: the signal when there is one,
|
|
25589
|
+
otherwise the motif's deciding evidence. Never fill this with a
|
|
25590
|
+
plausible-sounding invented event; an account with nothing read shows \`\u2014\`.
|
|
25591
|
+
|
|
25592
|
+
Sort strictly by the ranking key named in the ledger (which was printed above).
|
|
25593
|
+
|
|
25594
|
+
### The pitch + checklist block (part of the chat answer, not the deck)
|
|
25595
|
+
|
|
25596
|
+
The table alone is a shortlist, not a plan \u2014 the pitch and the three-step
|
|
25597
|
+
checklist are what make it actionable, and the deck is **optional**, so they
|
|
25598
|
+
cannot live only there. Under the table, render a block for **every account you
|
|
25599
|
+
put in the table** \u2014 if a row is good enough to rank, it is good enough to carry
|
|
25600
|
+
its pitch. Do NOT ship the top 5 or 10 and offer the rest "on request": that
|
|
25601
|
+
puts the actionable half of the deliverable behind another user turn, and the
|
|
25602
|
+
rows you defer are the ones a rep is least likely to chase. If the full plan is
|
|
25603
|
+
genuinely long, shrink the TABLE (fewer rows, stated plainly) rather than
|
|
25604
|
+
shipping ranked rows with no pitch:
|
|
25605
|
+
|
|
25606
|
+
\`\`\`
|
|
25607
|
+
**<rank> \xB7 <Company>** \u2014 <MOTIF>
|
|
25608
|
+
\u260E <contact name>, <title> \xB7 <only the channels actually revealed>
|
|
25609
|
+
> "<the motif's pitch, in the client's commercial voice>"
|
|
25610
|
+
\u2610 <step 1> \u2610 <step 2> \u2610 <step 3>
|
|
25611
|
+
\`\`\`
|
|
25612
|
+
|
|
25613
|
+
Keep each pitch to one or two sentences a rep can say out loud, and each
|
|
25614
|
+
checklist to three concrete, checkable actions matching that motif's shape.
|
|
25615
|
+
When an account has a signal, lead the pitch with it and promote
|
|
25616
|
+
"exploit <the signal>" to the top of its checklist.
|
|
25617
|
+
|
|
25618
|
+
### The interactive deck (only after the user accepts)
|
|
25619
|
+
|
|
25620
|
+
One card per account, ordered by the same key. Per card:
|
|
25621
|
+
|
|
25622
|
+
- **Header** \u2014 rank badge, company name, city \xB7 trade \xB7 headcount, and the
|
|
25623
|
+
ranking signal right-aligned with its class tag (e.g. \`AI 30 [LB]\`). No cash
|
|
25624
|
+
figure: the deck and the chat answer must never disagree about which fields
|
|
25625
|
+
exist, and a card carrying a euro the table omitted means one was modelled.
|
|
25626
|
+
- **Motif badge** \u2014 the motif, visually distinct per motif so the deck can be
|
|
25627
|
+
scanned by strategy.
|
|
25628
|
+
- **Qualification row** \u2014 the org's **actual** questions as returned by
|
|
25629
|
+
\`leadbay_get_qualification_questions\` (there may be fewer than five), each with
|
|
25630
|
+
\u2713 / \u2717 / pending and labelled with its real text. Render exactly as many rows as
|
|
25631
|
+
the org has: never pad to five with invented labels or bogus pending pills, and
|
|
25632
|
+
never substitute invented wording.
|
|
25633
|
+
- **Signal line** \u2014 the event driving urgency, or omitted.
|
|
25634
|
+
- **Action block** \u2014 the named contact with **only the channels enrichment
|
|
25635
|
+
actually returned** as one-tap \`tel:\` / \`mailto:\` links (the default reveal is
|
|
25636
|
+
email-only unless phone was requested \u2014 never emit a \`tel:\` for a phone that
|
|
25637
|
+
was never revealed; mark it omitted instead), the motif's pitch as a quoted
|
|
25638
|
+
line, and the three-item checklist as checkboxes.
|
|
25639
|
+
- **Caveat block** \u2014 closing the deck: which classes fed it, an explicit line
|
|
25640
|
+
that \`[HYP]\` figures are modelled rather than measured, and which fields are
|
|
25641
|
+
OMITTED because Leadbay does not hold them. A missing input means an omitted
|
|
25642
|
+
field, never a stand-in number.
|
|
25643
|
+
|
|
25644
|
+
Header KPIs across the top, each carrying its provenance class: accounts on the
|
|
25645
|
+
plan, count qualified, count with a reachable contact. **No euro totals** \u2014 the
|
|
25646
|
+
same rule as the table, for the same reason.
|
|
25647
|
+
|
|
25648
|
+
\u26A0 **No "activated" KPI at build time.** Nothing in this workflow measures
|
|
25649
|
+
activation \u2014 the deck is built before any outreach happens \u2014 so a count would be
|
|
25650
|
+
fabricated or imply outcome tracking that doesn't exist. If the deck's checklists
|
|
25651
|
+
persist locally, an "activated" tile may count *checked* accounts and must be
|
|
25652
|
+
labelled as local checklist state, not a measured outcome.
|
|
25653
|
+
|
|
25654
|
+
|
|
25655
|
+
Then **offer** the interactive deck \u2014 don't force it:
|
|
25656
|
+
|
|
25657
|
+
## GATE \u2014 PREFER BUILT-IN HOST WIDGETS
|
|
25658
|
+
|
|
25659
|
+
Modern chat hosts (Claude, ChatGPT) expose first-party widgets the agent can route into. These ALWAYS produce a better UX than markdown tables / inline prose for the data shapes they support \u2014 they're tappable on mobile, persistent across turns, and integrate with the host's quick-actions.
|
|
25660
|
+
|
|
25661
|
+
**The Big Three** \u2014 when a tool result fits, route there:
|
|
25662
|
+
|
|
25663
|
+
| Host widget | Use when | Field map (from Leadbay payload) |
|
|
25664
|
+
|---|---|---|
|
|
25665
|
+
| \`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. |
|
|
25666
|
+
| \`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") |
|
|
25667
|
+
| \`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. |
|
|
25668
|
+
|
|
25669
|
+
ChatGPT exposes the same routing pattern via \`_meta.openai/outputTemplate\`. We don't ship any custom widgets ourselves \u2014 this gate is exclusively about routing into the host's first-party widgets when the data shape fits.
|
|
25670
|
+
|
|
25671
|
+
**Rules:**
|
|
25672
|
+
- The widget IS the visual. Do NOT emit a markdown table or prose list of the same data alongside \u2014 that produces two competing UIs.
|
|
25673
|
+
- Pass identifiers (place_id, lead.id, contact_id) verbatim. Don't rewrite.
|
|
25674
|
+
- When the host doesn't expose the named widget, the agent falls back to the prose/table rendering the per-tool description already specifies. The directive is host-conditional; the fallback is automatic.
|
|
25675
|
+
- One short intro sentence in chat is enough \u2014 "Here are your 5 NYC follow-ups." Then route into the widget.
|
|
25676
|
+
|
|
25677
|
+
|
|
25678
|
+
\u26A0 **The deck's contact layer depends on what actually happened in Phase 5.** Bind a \`leadbay_bulk_enrich_status\` resource ONLY if a paid reveal was launched and you hold a \`bulk_id\`. If the user accepted the deck but not the reveal, render the contacts already on record and carry the paid-reveal offer inside the deck \u2014 never wire a status resource with no handle (it renders permanently empty) and never launch enrichment from the deck to manufacture one.
|
|
25679
|
+
|
|
25680
|
+
On acceptance, call \`leadbay_artifact_kit\`, read its \`usage_guide\` before writing any code, and build a single-file deck. Wire the live layer from the handles you kept: a poll-until-done resource per \`qualify_id\` for the qualification pills, and one over \`leadbay_bulk_enrich_status\` for the contacts. \u26A0 **If enrichment already ran this session, bind the existing \`bulk_id\` \u2014 re-launching enrichment from the deck double-spends my quota.** Per-card notes and outcomes go through the pre-wired note/outreach view-models (they carry the required verification and \`_triggered_by\` fields; hand-rolling those is where it breaks). Keep the checklists in local storage, and always wire a Refresh \u2014 auto-poll is host-dependent. List every tool the deck calls in its \`mcp_tools\`, and render the bridge-unavailable branch, or the pills silently show empty.
|
|
25681
|
+
|
|
25682
|
+
# Iron laws
|
|
25683
|
+
|
|
25684
|
+
- **Never invent a number.** No revenue figure, registry count, signal or lead id that didn't come from a Leadbay response or a real registry query. A modelled figure is fine \u2014 tagged \`[HYP]\` and named as an assumption. An untagged one is not.
|
|
25685
|
+
- **The ledger ships before the deliverable**, with un-sourceable fields shown as OMITTED rather than dropped.
|
|
25686
|
+
- **A conquest plan is the deliverable, not a consolation prize.** Leadbay holds no invoicing data, so the money columns are OMITTED by design. Title it honestly, name what a cash-ranked version would need \u2014 never refuse, and never fill the gap with a guess.
|
|
25687
|
+
- **Deliver first, ask alongside.** Do not end a turn without a ranked list of real accounts. The benchmark, the Tier-1 threshold, the territory, a missing lens, a short question set and an unanswered enrichment offer are all NON-blocking \u2014 carry them next to the plan. Only an unresolvable identity mismatch (whose plan is this?) may stop delivery.
|
|
25688
|
+
- **One motif per account, from the closed set of six**, with its deciding evidence stated.
|
|
25689
|
+
- **The org's real qualification questions**, read from Leadbay \u2014 never invented.
|
|
25690
|
+
- **Consent before any paid enrichment**, and never re-launch a bulk that already exists.
|
|
25691
|
+
- **Offer the deck; don't force it.** The chat answer must stand alone as useful.
|
|
25692
|
+
- Carry the captured \`lensId\` on the calls whose schema **accepts** it (\`leadbay_pull_leads\`, \`leadbay_bulk_qualify_leads\`, \`leadbay_enrich_titles\`). Do NOT add it to \`leadbay_pull_followups\`, \`leadbay_scan_portfolio_signals\`, \`leadbay_qualify_status\` or \`leadbay_bulk_enrich_status\` \u2014 they declare no such argument and reject unknown properties.
|
|
25693
|
+
- Building a plan is not outreaching \u2014 do not send anything and do not call \`leadbay_report_outreach\`.
|
|
25694
|
+
`;
|
|
25196
25695
|
var leadbay_work_campaign = `
|
|
25197
25696
|
Work my **{{arg:campaign_or_default}}** campaign as an outreach session{{arg:mode_paren}}.
|
|
25198
25697
|
|
|
@@ -25298,7 +25797,7 @@ Optional: offer to review the \`leadbay_campaign_progression\` for the same camp
|
|
|
25298
25797
|
- If the user dictates an outcome that doesn't cleanly map to one of the four epilogue values, ASK ONCE before guessing.
|
|
25299
25798
|
`;
|
|
25300
25799
|
var PROMPT_META = {
|
|
25301
|
-
leadbay_build_campaign: { "name": "leadbay_build_campaign", "short_description": 'Build a sales campaign from scratch
|
|
25800
|
+
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
25801
|
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
25802
|
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
25803
|
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)'] },
|
|
@@ -25316,11 +25815,12 @@ should I follow up on" to "I'll send via lemlist".
|
|
|
25316
25815
|
leadbay_refine_audience: { "name": "leadbay_refine_audience", "short_description": "Refine the kind of leads Leadbay surfaces beyond firmographics, with a\nfree-text instruction. Handles the clarification round-trip if the new\nprompt is ambiguous.\n", "arguments": [{ "name": "instruction", "description": "The refinement (e.g. 'focus on hospitals running their own IT'). Set to plain English.", "required": true }], "expected_calls": ["leadbay_refine_prompt", "leadbay_account_status"], "failure_modes": ["Calls leadbay_answer_clarification on the user's behalf instead of surfacing the clarification verbatim", "Glosses over the clarification options instead of presenting them as offered", "Promises immediate effect when status='applied' actually triggers an async intelligence recompute"] },
|
|
25317
25816
|
leadbay_research_a_domain: { "name": "leadbay_research_a_domain", "short_description": "Resolve a company by name or domain across the user's visible Discover,\nMonitor, and Activate corpus, then return everything Leadbay knows about it.\n", "arguments": [{ "name": "domain", "description": "Company name or domain (for example 'Acme Corporation' or 'acme.com'). The legacy argument key remains `domain` for client compatibility.", "required": true }], "expected_calls": ["leadbay_research_lead_by_name_fuzzy"], "failure_modes": ["Fabricates qualification answers not present in any tool response", "Calls leadbay_import_and_qualify before searching the existing visible corpus", "Treats the active lens as the entire search universe when the user did not request a lens scope", "Imports a missing company without the user's explicit permission", "Renders the research result as a freeform narrative instead of the canonical research-company-card layout (the card with header score bar, pill row, signal sections, contacts table is the structural contract; commentary belongs ABOVE or BELOW it)"] },
|
|
25318
25817
|
leadbay_setup_team_prospecting: { "name": "leadbay_setup_team_prospecting", "short_description": "Manager-led prospecting setup: conversationally turn a natural-language\naudience ask into a Leadbay lens, validate the candidate leads, and\npersist them as one or more named campaigns the rep(s) can work\nthrough. Closes #3630 US3 end-to-end (within the current\ncreator-scoped campaign visibility model).\n", "arguments": [{ "name": "audience", "description": "Natural-language audience description (e.g. 'plumbing companies with 10-50 employees in Seine-Maritime'). The lens-creation step (`leadbay_refine_prompt` \u2192 `leadbay_create_lens`) interprets it.", "required": true }, { "name": "rep_split", "description": "Optional: how to split the validated leads into per-rep campaigns. Free text \u2014 e.g. 'split by city' or 'one campaign per rep: John gets Tulsa, Sarah gets OKC'.", "required": false }], "expected_calls": ["leadbay_refine_prompt", "leadbay_create_lens", "leadbay_promote_lens", "leadbay_pull_leads", "leadbay_research_lead_by_id", "leadbay_create_campaign", "leadbay_add_leads_to_campaign"], "failure_modes": ["Skips the validation step \u2014 creates a campaign of unvetted leads from a freshly-created lens without giving the manager a chance to drop weak fits", "Creates ONE campaign for all reps without asking about the split \u2014 the user explicitly mentioned per-rep distribution and the prompt should honor it", "Pretends the backend supports cross-user assignment \u2014 campaigns are owned by the caller (creator-scoped). Surface this honestly instead of fabricating an assignment model", "Asks ALL clarifying questions inline before tool calls \u2014 instead, run the lens refinement loop with `leadbay_refine_prompt` which handles the clarification protocol natively"] },
|
|
25818
|
+
leadbay_top_accounts_to_activate: { "name": "leadbay_top_accounts_to_activate", "short_description": 'Build a ranked account-conquest plan from Leadbay data \u2014 the accounts worth\nactivating, each with a motif, a pitch and a checklist, ranked by the\nstrongest Leadbay signal. Every figure carries its source, and anything\nLeadbay can\'t measure is shown as OMITTED rather than estimated. Uses\n`leadbay_bulk_qualify_leads` and `leadbay_enrich_titles`. Trigger on\n"top 50 accounts to activate", "who should we go after".\n', "arguments": [{ "name": "count", "description": "Optional: how many accounts the plan should hold (default 50).", "required": false }, { "name": "territory", "description": "Optional: restrict the plan to a territory (e.g. 'Indre-et-Loire', 'R\xE9gion Ouest'). Sets geography on the Discover lens.", "required": false }], "expected_calls": ["leadbay_account_status", "leadbay_get_qualification_questions", "leadbay_pull_leads", "leadbay_pull_followups", "leadbay_bulk_qualify_leads", "leadbay_qualify_status", "leadbay_scan_portfolio_signals", "leadbay_enrich_titles", "leadbay_bulk_enrich_status", "leadbay_account_history", "leadbay_artifact_kit", "leadbay_new_lens", "leadbay_adjust_audience"], "failure_modes": ["Invents, estimates or proxies a revenue-realized figure \u2014 the single worst failure. Leadbay does not hold what an account buys, and headcount, sector and lead score are NOT proxies for it.", "Sorts by cash-to-capture, synthesizing a revenue figure per account purely to make that ranking work. Leadbay has no revenue data: rank by the Leadbay signal, say so in the header, and never invent the key.", "Emits \u20AC figures with no provenance class, so modelled numbers read as measured fact in front of a paying client.", "Skips the PROVENANCE LEDGER, or drops un-sourceable fields from it instead of rendering them as OMITTED \u2014 which hides the gap.", "Fabricates registry/TAM counts (France or regional company counts) instead of querying the registry or marking the figure NOT COMPUTED. Leadbay does not proxy SIRENE.", "Invents the five qualification questions from this prompt's own recommendations instead of reading the org's actual questions via leadbay_get_qualification_questions.", "Leaves the deck's live layer dead \u2014 qualification and enrichment handles never wired in, so the pills and contacts stay empty while the deck still looks finished.", "Invents lead ids to make the qualification pills appear populated.", "Fabricates a plausible-sounding signal ('just won a public tender') for an account whose signals were never read. No signal read means an explicit dash.", "Assigns a motif outside the closed set of six, or assigns SAUVETAGE / PLAN DE COMPTE / MONT\xC9E EN GAMME / R\xC9VEIL from a lead score or sector when order history was never available.", "Labels Monitor membership as 'is a client' \u2014 Monitor is a Leadbay view whose membership is decided by lens scoring, not by whether the company ever bought anything.", "Launches paid enrichment on the whole plan without consent. Asking for a plan is not authorization to spend on 50 accounts.", "Re-launches enrichment from inside the built deck when a bulk handle already exists this session \u2014 double-spends the user's quota.", "Forces the interactive deck without offering it first, or ships the deck INSTEAD of a chat answer that stands on its own.", "Refuses the task because revenue data is missing, instead of delivering the conquest plan and naming what a cash-ranked version would need.", "Ends the turn without a ranked list of real accounts \u2014 gating the whole plan on a NON-blocking question (the territory, a missing lens, or a 3-vs-5 qualification-question gap) so the user gets a plan-of-a-plan. Only an unresolvable company-identity mismatch may stop delivery; every other open question rides alongside the delivered plan.", "Stops after the discovery contact preview to wait for enrichment consent, delivering no plan that turn \u2014 the ranked plan ships first; the paid reveal is offered alongside it.", "Renders a contact channel enrichment never returned (e.g. a phone link when only email was approved and revealed) instead of showing the returned channels and marking the rest omitted."] },
|
|
25319
25819
|
leadbay_work_campaign: { "name": "leadbay_work_campaign", "short_description": "Work a campaign as a real outreach session: pick the campaign,\nassess what the user has (phones / emails / coords), then PROPOSE\nthe right session mode (call sheet, email sheet, enrich titles\nfirst, map). After they pick, render \u2014 and as they dictate\noutcomes per lead, record both note + epilogue via\n`leadbay_report_outreach` in one round trip.\n", "arguments": [{ "name": "campaign", "description": "Campaign name (fuzzy match against your own campaigns) or campaign UUID. Omit to list and pick interactively.", "required": false }, { "name": "mode", "description": "Optional: skip the readiness-assessment proposal and jump directly into 'call_sheet' / 'email_sheet' / 'map' / 'enrich_first'. Omit (recommended) and let the prompt propose based on the data.", "required": false }], "expected_calls": ["leadbay_list_campaigns", "leadbay_campaign_call_sheet", "leadbay_enrich_titles", "leadbay_report_outreach"], "failure_modes": ["Renders the call sheet immediately without proposing the right mode \u2014 if 60% of leads have no contacts, calling is futile; enrich first. Always assess `readiness` first.", "Auto-renders the map widget without asking \u2014 maps are intrusive when the user just wants to scroll a list. Map mode is a proposed option, not a default.", "Proposes map mode after the user has previously said they don't like maps \u2014 check conversation memory before adding 'View on a map' to the options list.", "Calls `leadbay_campaign_progression` instead of `leadbay_campaign_call_sheet` \u2014 progression has counts but no phones / LinkedIn / call-ready data; the user can't actually dial from progression rows.", "Renders contacts WITHOUT making the phone number a `[bare](tel:URL)` link \u2014 on mobile that breaks one-tap calling, which is the whole point of the cheat sheet.", "Records outreach WITHOUT epilogue_status \u2014 leaves the lead's pipeline state unchanged; the rep then sees the same lead surfaced again next session.", "Records outreach WITHOUT verification \u2014 verification.source/ref is REQUIRED. For calls, pass `{source: 'user_confirmed', ref: <user's exact words>}`.", "Loops through ALL leads in a 50-lead campaign before recording any outreach \u2014 the call-then-record loop must be per-lead, not batched."] }
|
|
25320
25820
|
};
|
|
25321
25821
|
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
25822
|
var PROMPT_CATALOG_BULLETS = {
|
|
25323
|
-
leadbay_build_campaign: `- \`leadbay_build_campaign\` (optional args: audience, campaign_name): Build a sales campaign from scratch
|
|
25823
|
+
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
25824
|
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
25825
|
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
25826
|
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\`.`,
|
|
@@ -25332,6 +25832,7 @@ var PROMPT_CATALOG_BULLETS = {
|
|
|
25332
25832
|
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.`,
|
|
25333
25833
|
leadbay_research_a_domain: `- \`leadbay_research_a_domain\` (required args: domain): Resolve a company by name or domain across the user's visible Discover, Monitor, and Activate corpus, then return everything Leadbay knows about it.`,
|
|
25334
25834
|
leadbay_setup_team_prospecting: `- \`leadbay_setup_team_prospecting\` (required args: audience; optional args: rep_split): Manager-led prospecting setup: conversationally turn a natural-language audience ask into a Leadbay lens, validate the candidate leads, and persist them as one or more named campaigns the rep(s) can work through. Closes #3630 US3 end-to-end (within the current creator-scoped campaign visibility model).`,
|
|
25835
|
+
leadbay_top_accounts_to_activate: `- \`leadbay_top_accounts_to_activate\` (optional args: count, territory): Build a ranked account-conquest plan from Leadbay data \u2014 the accounts worth activating, each with a motif, a pitch and a checklist, ranked by the strongest Leadbay signal. Every figure carries its source, and anything Leadbay can't measure is shown as OMITTED rather than estimated. Uses \`leadbay_bulk_qualify_leads\` and \`leadbay_enrich_titles\`. Trigger on "top 50 accounts to activate", "who should we go after".`,
|
|
25335
25836
|
leadbay_work_campaign: `- \`leadbay_work_campaign\` (optional args: campaign, mode): Work a campaign as a real outreach session: pick the campaign, assess what the user has (phones / emails / coords), then PROPOSE the right session mode (call sheet, email sheet, enrich titles first, map). After they pick, render \u2014 and as they dictate outcomes per lead, record both note + epilogue via \`leadbay_report_outreach\` in one round trip.`
|
|
25336
25837
|
};
|
|
25337
25838
|
|
|
@@ -25481,16 +25982,31 @@ var CATALOG = [
|
|
|
25481
25982
|
name: "campaign_name",
|
|
25482
25983
|
description: "Optional: a name for the campaign. Omit and one is derived from the lens/audience + date (or the backend AI-names it).",
|
|
25483
25984
|
required: false
|
|
25985
|
+
},
|
|
25986
|
+
{
|
|
25987
|
+
name: "count",
|
|
25988
|
+
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.",
|
|
25989
|
+
required: false
|
|
25990
|
+
},
|
|
25991
|
+
{
|
|
25992
|
+
name: "job_titles",
|
|
25993
|
+
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.",
|
|
25994
|
+
required: false
|
|
25484
25995
|
}
|
|
25485
25996
|
],
|
|
25486
|
-
render: (args) =>
|
|
25487
|
-
|
|
25488
|
-
|
|
25489
|
-
|
|
25490
|
-
|
|
25491
|
-
|
|
25492
|
-
|
|
25493
|
-
|
|
25997
|
+
render: (args) => {
|
|
25998
|
+
const n = args.count ?? "20";
|
|
25999
|
+
return [
|
|
26000
|
+
userMessage(
|
|
26001
|
+
substitutePlaceholders(leadbay_build_campaign, {
|
|
26002
|
+
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.",
|
|
26003
|
+
campaign_name_paren: args.campaign_name ? ` named **${args.campaign_name}**` : "",
|
|
26004
|
+
count_or_default: n,
|
|
26005
|
+
job_titles_block: args.job_titles ? `Enrich exactly these buyer titles: **${args.job_titles}**. A lead only counts toward the ${n} when it has a reachable contact matching one of these titles.` : `No titles given \u2014 derive my buyer persona from what I sell (Phase 3 Step A) and enrich those titles.`
|
|
26006
|
+
})
|
|
26007
|
+
)
|
|
26008
|
+
];
|
|
26009
|
+
}
|
|
25494
26010
|
},
|
|
25495
26011
|
{
|
|
25496
26012
|
name: "leadbay_setup_team_prospecting",
|
|
@@ -25561,6 +26077,33 @@ var CATALOG = [
|
|
|
25561
26077
|
)
|
|
25562
26078
|
];
|
|
25563
26079
|
}
|
|
26080
|
+
},
|
|
26081
|
+
{
|
|
26082
|
+
name: "leadbay_top_accounts_to_activate",
|
|
26083
|
+
description: PROMPT_META.leadbay_top_accounts_to_activate.short_description,
|
|
26084
|
+
arguments: [
|
|
26085
|
+
{
|
|
26086
|
+
name: "count",
|
|
26087
|
+
description: "Optional: how many accounts the plan should hold (default 50).",
|
|
26088
|
+
required: false
|
|
26089
|
+
},
|
|
26090
|
+
{
|
|
26091
|
+
name: "territory",
|
|
26092
|
+
description: "Optional: restrict the plan to a territory (e.g. 'Indre-et-Loire'). Sets geography on the Discover lens via `locations`.",
|
|
26093
|
+
required: false
|
|
26094
|
+
}
|
|
26095
|
+
],
|
|
26096
|
+
render: (args) => {
|
|
26097
|
+
const n = args.count ?? "50";
|
|
26098
|
+
return [
|
|
26099
|
+
userMessage(
|
|
26100
|
+
substitutePlaceholders(leadbay_top_accounts_to_activate, {
|
|
26101
|
+
count_or_default: n,
|
|
26102
|
+
territory_block: args.territory ? `Scope the plan to **${args.territory}** \u2014 pass it as \`locations\` on the lens, never as a sector.` : ""
|
|
26103
|
+
})
|
|
26104
|
+
)
|
|
26105
|
+
];
|
|
26106
|
+
}
|
|
25564
26107
|
}
|
|
25565
26108
|
];
|
|
25566
26109
|
function listPrompts() {
|
|
@@ -25734,8 +26277,8 @@ var NOOP_TELEMETRY = {
|
|
|
25734
26277
|
},
|
|
25735
26278
|
captureAgentMemoryPruned: () => {
|
|
25736
26279
|
},
|
|
25737
|
-
|
|
25738
|
-
|
|
26280
|
+
// NOOP delivers nothing — say so, so the tool never claims a false send.
|
|
26281
|
+
captureFrictionReported: () => false,
|
|
25739
26282
|
captureException: () => {
|
|
25740
26283
|
},
|
|
25741
26284
|
captureFeedback: async () => false,
|
|
@@ -25950,7 +26493,9 @@ function initTelemetry(opts) {
|
|
|
25950
26493
|
emit(EV_AGENT_MEMORY_PRUNED, { ...props }, identity);
|
|
25951
26494
|
},
|
|
25952
26495
|
captureFrictionReported(props, identity) {
|
|
26496
|
+
if (!posthog) return false;
|
|
25953
26497
|
emit(EV_FRICTION_REPORTED, { ...props }, identity);
|
|
26498
|
+
return true;
|
|
25954
26499
|
},
|
|
25955
26500
|
captureUpdateCheck(props) {
|
|
25956
26501
|
emit(EV_MCP_UPDATE_CHECK, { ...props });
|
|
@@ -26392,7 +26937,7 @@ function buildAcknowledgeUpdateTool(opts) {
|
|
|
26392
26937
|
|
|
26393
26938
|
// src/server-instructions.generated.ts
|
|
26394
26939
|
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 = `
|
|
26940
|
+
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
26941
|
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
26942
|
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
26943
|
|
|
@@ -26835,22 +27380,6 @@ function buildServer(client, opts = {}) {
|
|
|
26835
27380
|
source: "business"
|
|
26836
27381
|
};
|
|
26837
27382
|
};
|
|
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
27383
|
const captureAgentMemoryTelemetry = (toolName, result) => {
|
|
26855
27384
|
if (!result || typeof result !== "object") return;
|
|
26856
27385
|
const meta = result._meta ?? {};
|
|
@@ -26892,7 +27421,8 @@ function buildServer(client, opts = {}) {
|
|
|
26892
27421
|
};
|
|
26893
27422
|
}
|
|
26894
27423
|
const rawArgs = req.params.arguments ?? {};
|
|
26895
|
-
const { triggered_by, cleaned: args } = extractTriggeredBy(rawArgs);
|
|
27424
|
+
const { triggered_by: rawTriggeredBy, cleaned: args } = extractTriggeredBy(rawArgs);
|
|
27425
|
+
const triggered_by = name === "leadbay_report_friction" ? void 0 : rawTriggeredBy;
|
|
26896
27426
|
const progressToken = req.params?._meta?.progressToken;
|
|
26897
27427
|
const progress = progressToken !== void 0 ? (params) => {
|
|
26898
27428
|
extra.sendNotification({
|
|
@@ -26978,7 +27508,7 @@ ${url}
|
|
|
26978
27508
|
isError: true
|
|
26979
27509
|
};
|
|
26980
27510
|
}
|
|
26981
|
-
if (COMPOSITE_FILE_TOOL_NAMES.has(name) && !
|
|
27511
|
+
if (COMPOSITE_FILE_TOOL_NAMES.has(name) && !rawTriggeredBy) {
|
|
26982
27512
|
const envelope = {
|
|
26983
27513
|
error: true,
|
|
26984
27514
|
code: "LAST_PROMPT_REQUIRED",
|
|
@@ -27023,12 +27553,30 @@ ${url}
|
|
|
27023
27553
|
elicit,
|
|
27024
27554
|
// Verbatim user-message slice (stripped from args above). Lets a
|
|
27025
27555
|
// composite gate optional output on what the user asked — account_status
|
|
27026
|
-
// uses it to surface the lens only when asked (product#3761).
|
|
27027
|
-
|
|
27556
|
+
// uses it to surface the lens only when asked (product#3761). Uses the
|
|
27557
|
+
// RAW value: the friction redaction above is an ANALYTICS control, and
|
|
27558
|
+
// must not change in-process tool behaviour.
|
|
27559
|
+
triggered_by: rawTriggeredBy,
|
|
27028
27560
|
// Route leadbay_send_feedback to Sentry's feedback inbox (same place
|
|
27029
27561
|
// the web app's form lands). NOOP_TELEMETRY returns false, so the
|
|
27030
27562
|
// tool reports honestly when telemetry is off.
|
|
27031
|
-
sendFeedback: (message, fbOpts) => telemetry.captureFeedback(message, fbOpts)
|
|
27563
|
+
sendFeedback: (message, fbOpts) => telemetry.captureFeedback(message, fbOpts),
|
|
27564
|
+
// Consent-gated problem report (product#3943). Threaded as a transport
|
|
27565
|
+
// — rather than captured post-hoc from the result — so the tool knows
|
|
27566
|
+
// whether delivery actually happened and can confirm honestly to the
|
|
27567
|
+
// user instead of always claiming success. Returns false under NOOP
|
|
27568
|
+
// telemetry (opted out / no keys / tests), mirroring sendFeedback.
|
|
27569
|
+
// Delivery is REPORTED by the handle, not inferred from its identity:
|
|
27570
|
+
// a non-NOOP handle can still have no PostHog sink (Sentry-only config,
|
|
27571
|
+
// failed init), and the hosted wrapper is a fresh object that never
|
|
27572
|
+
// equals NOOP_TELEMETRY. Both cases previously produced a false
|
|
27573
|
+
// "shared with the team" confirmation (product#3943).
|
|
27574
|
+
reportFriction: (report) => telemetry.captureFrictionReported({
|
|
27575
|
+
category: report.category,
|
|
27576
|
+
message: report.message,
|
|
27577
|
+
...report.tool_called ? { tool_called: report.tool_called } : {},
|
|
27578
|
+
...report.severity ? { severity: report.severity } : {}
|
|
27579
|
+
}) === true
|
|
27032
27580
|
});
|
|
27033
27581
|
await maybeAttachUpdate(name, result);
|
|
27034
27582
|
maybeAttachNotifications(result);
|
|
@@ -27109,7 +27657,6 @@ ${url}
|
|
|
27109
27657
|
});
|
|
27110
27658
|
}
|
|
27111
27659
|
captureAgentMemoryTelemetry(name, env.structured);
|
|
27112
|
-
captureFrictionTelemetry(name, env.structured);
|
|
27113
27660
|
if (name === "leadbay_create_topup_link" && typeof env.structured?.url === "string") {
|
|
27114
27661
|
telemetry.captureTopupLink({ tool: name });
|
|
27115
27662
|
}
|
|
@@ -27152,7 +27699,6 @@ ${url}
|
|
|
27152
27699
|
}
|
|
27153
27700
|
}
|
|
27154
27701
|
captureAgentMemoryTelemetry(name, result);
|
|
27155
|
-
captureFrictionTelemetry(name, result);
|
|
27156
27702
|
if (name === "leadbay_create_topup_link" && typeof result?.url === "string") {
|
|
27157
27703
|
telemetry.captureTopupLink({ tool: name });
|
|
27158
27704
|
}
|
|
@@ -28680,7 +29226,7 @@ var OAUTH_BASE_URLS = {
|
|
|
28680
29226
|
fr: "https://staging.api.leadbay.app"
|
|
28681
29227
|
}
|
|
28682
29228
|
};
|
|
28683
|
-
var VERSION = "0.
|
|
29229
|
+
var VERSION = "0.28.0";
|
|
28684
29230
|
var HELP = `
|
|
28685
29231
|
leadbay-mcp ${VERSION} \u2014 Leadbay Model Context Protocol server
|
|
28686
29232
|
|