@llamaventures/cli 1.15.0 → 1.15.1

package/AGENT_BRIEFING.md

@@ -38,6 +38,9 @@ Any time the user mentions a company name or founder name:
 1. **Run `llama deal search "<name>"` BEFORE web search.** Always. No exceptions.
 2. If pipeline has it → pull the data, integrate into your reply silently.
 3. If pipeline doesn't have it → ask once: "New name. Add to pipeline? (Y/n)". On yes, `llama deal create`.
+   - Use `--status Outreached` when we only contacted/logged the company and have no response or effective relationship yet.
+   - Use `--status Sourced` only once there is a response, intro, meeting, or another real relationship signal.
+   - Also set `--source-direction Inbound` if the deal came into the firm; set `--source-direction Outbound` if Llama found/listed/reached out first.
 4. If user gives you new facts (status / valuation / founder note) → `llama deal update` immediately, tell the user **one line** afterward.
 
 Don't:
@@ -201,12 +204,20 @@ llama deal show <dealId>
 llama deal list [--owner ...] [--status ...]
 
 # Pipeline — write
-llama deal create "Company" --description "..."
+llama deal create "Company" --description "..." --source-direction Outbound --status Outreached
+llama deal create "Company" --description "..." --source-direction Inbound --status Sourced
 llama deal update <dealId> <field> <value>
-#   writable: status theirStage stage notes dealOwner source description website
+#   writable: status theirStage stage notes dealOwner source sourceDirection description website
 #             location founders proposedAmount roundSize valuation sector subsector
 #             foundedYear leadInvestor investors   (each write logs a deal_events row)
 
+# Our Stage vocabulary starts with:
+#   Outreached → Sourced → First Meeting → Diligence → Partner Meeting → Term Sheet → Invested
+# `Outreached` is relationship memory only. Do not inflate it to `Sourced`
+# unless a real relationship signal exists.
+# `sourceDirection` is separate: Inbound = came into the firm; Outbound =
+# we found/listed/reached out first.
+
 # Brief blocks
 llama brief blocks <dealId>
 llama brief add-text <dealId> --heading "..." --body "..."

package/CHANGELOG.md

@@ -6,6 +6,17 @@ this project adheres to [Semantic Versioning](https://semver.org).
 
 ## [Unreleased]
 
+## [1.15.1] — 2026-06-16
+
+### Changed
+- Documented the new `Outreached` Our Stage across CLI, MCP, and agent
+  briefing surfaces. Agents should use `Outreached` for logged outreach
+  without a response/effective relationship, and reserve `Sourced` for real
+  relationship signals.
+- Added `sourceDirection` / `--source-direction` guidance across CLI, MCP, and
+  agent briefing surfaces. Use `Inbound` for deals that came into the firm and
+  `Outbound` for companies Llama found/listed/reached out to first.
+
 ## [1.15.0] — 2026-06-15
 
 ### Added

package/README.md

@@ -180,11 +180,14 @@ llama token show
 
 # Pipeline — read
 llama deal search "acme ai"
+llama deal list --owner alex --status Outreached
+llama deal list --source-direction Outbound --status Outreached
 llama deal list --owner alex --status Diligence
 llama deal show <dealId>
 
 # Pipeline — write
-llama deal create "Acme AI" --description "..." --source Gavin
+llama deal create "Acme AI" --description "..." --source Gavin --source-direction Outbound --status Outreached
+llama deal create "Acme AI" --description "..." --source Gavin --source-direction Inbound --status Sourced
 llama deal update <dealId> status Diligence
 llama deal enrich <dealId> --dry-run
 llama deal enrich <dealId> --apply --executor server_agent
@@ -193,6 +196,13 @@ llama deal agent run <dealId> --message "collect founder evidence and update typ
 llama deal delete  <dealId>     # soft (audit-logged)
 llama deal restore <dealId>
 
+# Status semantics
+# Outreached = contact/logged, but no response or effective relationship yet.
+# Sourced    = response, intro, meeting, or another real relationship signal exists.
+# sourceDirection is separate:
+# Inbound    = came into the firm.
+# Outbound   = we found/listed/reached out first.
+
 # Deal Brief — ordered, typed blocks (text · link · embed · callout)
 llama brief blocks       <dealId>
 llama brief add-text     <dealId> --heading "..." --body "..."

package/README.zh-CN.md

@@ -201,11 +201,14 @@ llama token show
 
 # Pipeline——读
 llama deal search "acme ai"
+llama deal list --owner alex --status Outreached
+llama deal list --source-direction Outbound --status Outreached
 llama deal list --owner alex --status Diligence
 llama deal show <dealId>
 
 # Pipeline——写
-llama deal create "Acme AI" --description "..." --source Gavin
+llama deal create "Acme AI" --description "..." --source Gavin --source-direction Outbound --status Outreached
+llama deal create "Acme AI" --description "..." --source Gavin --source-direction Inbound --status Sourced
 llama deal update <dealId> status Diligence
 llama deal enrich <dealId> --dry-run
 llama deal enrich <dealId> --apply --executor server_agent
@@ -214,6 +217,13 @@ llama deal agent run <dealId> --message "collect founder evidence and update typ
 llama deal delete  <dealId>     # 软删除（审计日志记录）
 llama deal restore <dealId>
 
+# Status 语义
+# Outreached = 只是联系/记录了，还没有回复或有效关系。
+# Sourced    = 已有回复、intro、会议，或其它真实关系信号。
+# sourceDirection 是单独维度：
+# Inbound    = 自然流入公司。
+# Outbound   = 我们主动发现/建名单/触达。
+
 # Deal Brief——有序的、有类型的 block（text · link · embed · callout）
 llama brief blocks       <dealId>
 llama brief add-text     <dealId> --heading "..." --body "..."

package/bin/llama-mcp.mjs

@@ -280,7 +280,7 @@ server.registerTool(
   {
     description:
       "Search the Llama Ventures deal pipeline. Fuzzy match on company name, " +
-      "founders, description, founder info, notes, deal owner, source, and location. " +
+      "founders, description, founder info, notes, deal owner, source, source direction, and location. " +
       "Returns up to `limit` deals (default 200, cap 1000).",
     inputSchema: {
       q: z.string().optional().describe("fuzzy search query across all text fields"),
@@ -291,7 +291,7 @@ server.registerTool(
         .string()
         .optional()
         .describe(
-          "exact match on 'Our Stage' (Sourced, First Meeting, Diligence, Partner Meeting, Term Sheet, Invested, Passed, Stalled, Future, Unknown)"
+          "exact match on 'Our Stage' (Outreached, Sourced, First Meeting, Diligence, Partner Meeting, Term Sheet, Invested, Passed, Stalled, Future, Unknown). Outreached means contact was logged but no effective relationship/response exists yet."
         ),
       theirStage: z.string().optional().describe("exact match on 'Their Stage'"),
       stage: z
@@ -300,6 +300,10 @@ server.registerTool(
         .describe(
           "exact match on Round (Pre-Seed, Seed, Series A, Series B, Series C+, Stealth)"
         ),
+      sourceDirection: z
+        .string()
+        .optional()
+        .describe("exact match on source direction: Inbound, Outbound, or Unknown"),
       limit: z.number().optional().describe("max results (default 200, cap 1000)"),
       offset: z.number().optional(),
     },
@@ -318,7 +322,7 @@ server.registerTool(
   {
     description:
       "Get the full canonical record for one deal by uuid. Includes status, " +
-      "stage, founders, owner, source, valuation, all whitelisted writable fields, " +
+      "stage, founders, owner, source, sourceDirection, valuation, all whitelisted writable fields, " +
       "and the `extra` JSONB blob.",
     inputSchema: {
       dealId: z.string().describe("deal uuid"),
@@ -348,8 +352,17 @@ server.registerTool(
         .string()
         .optional()
         .describe("Pre-Seed | Seed | Series A | Series B | Series C+ | Stealth"),
-      status: z.string().optional().describe("Our Stage workflow position"),
+      status: z
+        .string()
+        .optional()
+        .describe(
+          "Our Stage workflow position. Use Outreached when we only contacted/logged them and have no response/effective relationship; use Sourced only once there is a response, intro, meeting, or other real relationship signal."
+        ),
       source: z.string().optional().describe("free-form sourced-by; recommend nominating a user"),
+      sourceDirection: z
+        .string()
+        .optional()
+        .describe("Separate direction tag: Inbound if the deal came into the firm; Outbound if Llama found/listed/reached out first; Unknown if unclear."),
       notes: z.string().optional(),
       location: z.string().optional(),
     },
@@ -362,7 +375,7 @@ server.registerTool(
   {
     description:
       "Update a single whitelisted field on a deal. Writable fields: status, theirStage, " +
-      "notes, stage, dealOwner, source, description, website, location, founders, " +
+      "notes, stage, dealOwner, source, sourceDirection, description, website, location, founders, " +
       "proposedAmount, roundSize, valuation, sector, subsector, foundedYear, leadInvestor, " +
       "investors. Logs a field_change event in deal_events.",
     inputSchema: {

package/bin/llama.mjs

@@ -141,7 +141,7 @@ function clientSideMatch(deal, filters) {
     const fields = [
       deal.companyName, deal.founders, deal.founderInfo,
       deal.description, deal.notes, deal.dealOwner,
-      deal.source, deal.location,
+      deal.source, deal.sourceDirection, deal.location,
     ];
     if (!fields.some((f) => incl(f, filters.q))) return false;
   }
@@ -151,6 +151,7 @@ function clientSideMatch(deal, filters) {
   if (filters.status && !eq(deal.status, filters.status)) return false;
   if (filters.theirStage && !eq(deal.theirStage, filters.theirStage)) return false;
   if (filters.stage && !eq(deal.stage, filters.stage)) return false;
+  if (filters.sourceDirection && !eq(deal.sourceDirection, filters.sourceDirection)) return false;
   return true;
 }
 
@@ -158,11 +159,14 @@ function clientSideMatch(deal, filters) {
 function buildDealsQuery(q, flags) {
   const params = new URLSearchParams();
   if (q) params.set("q", q);
-  for (const key of ["companyName", "founder", "owner", "status", "theirStage", "stage", "limit", "offset"]) {
+  for (const key of ["companyName", "founder", "owner", "status", "theirStage", "stage", "sourceDirection", "limit", "offset"]) {
     if (flags[key] !== undefined && flags[key] !== true) {
       params.set(key, String(flags[key]));
     }
   }
+  if (flags["source-direction"] !== undefined && flags["source-direction"] !== true) {
+    params.set("sourceDirection", String(flags["source-direction"]));
+  }
   return params;
 }
 
@@ -185,6 +189,7 @@ async function searchDeals(q, flags) {
       status: flags.status,
       theirStage: flags.theirStage,
       stage: flags.stage,
+      sourceDirection: flags.sourceDirection || flags["source-direction"],
     };
     const filtered = result.filter((d) => clientSideMatch(d, filters));
     const limit = Number(flags.limit) > 0 ? Number(flags.limit) : 200;
@@ -297,15 +302,16 @@ auto-detects \`gcloud auth print-identity-token\` and uses Bearer auth.
 Manually-set \`llc_\` tokens are used as a fallback.
 
 Deals:
-  llama deal create "Company" --source <name> --description "..." --website https://...
+  llama deal create "Company" --source <name> --source-direction Inbound|Outbound --description "..." --status Outreached|Sourced --website https://...
   llama deal show <dealId>
   llama deal feed <dealId>                                     # every contribution (facts + notes), human-typed or assistant-drafted, newest first
   llama deal update <dealId> <field> <value>
-      Writable fields: status, theirStage, stage, notes, dealOwner, source,
+      Writable fields: status, theirStage, stage, notes, dealOwner, source, sourceDirection,
       description, website, location, founders, founderInfo, proposedAmount,
       roundSize, valuation, deckLink, folderUrl, sector, subsector,
       foundedYear, leadInvestor, investors, agentActive.
       e.g.  llama deal update <dealId> website https://acme.ai
+            llama deal update <dealId> status Outreached
             llama deal update <dealId> sector "Developer Tools"
             llama deal update <dealId> foundedYear 2024
             llama deal update <dealId> leadInvestor "Acme Capital"
@@ -320,7 +326,7 @@ Deals:
       string. Audited to deal_events as field_change "extra.<key>".
   llama deal extra unset <dealId> <key>              # delete the key (admin)
   llama deal search <query> [--founder name] [--owner <user-key>] [--status Diligence]
-                            [--theirStage Raising] [--stage Seed]
+                            [--theirStage Raising] [--stage Seed] [--source-direction Inbound]
                             [--limit 200] [--offset 0]
   llama deal list [--owner ...] [--status ...] [...same flags as search]
 
@@ -1243,6 +1249,7 @@ https://command.llamaventures.vc/settings/tokens, run
     const body = {
       companyName,
       source: flags.source,
+      sourceDirection: flags.sourceDirection || flags["source-direction"],
       description: flags.description,
       website: flags.website,
       notes: flags.notes,
@@ -1319,7 +1326,7 @@ https://command.llamaventures.vc/settings/tokens, run
     const q = positional.join(" ").trim();
     if (!q && Object.keys(flags).length === 0) {
       throw new Error(
-        `Usage: llama deal search <query> [--founder ...] [--owner ...] [--status ...] [--stage ...] [--limit N]`
+        `Usage: llama deal search <query> [--founder ...] [--owner ...] [--status ...] [--stage ...] [--source-direction Inbound|Outbound] [--limit N]`
       );
     }
     print(await searchDeals(q, flags));

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@llamaventures/cli",
-  "version": "1.15.0",
+  "version": "1.15.1",
   "description": "CLI + MCP server for the Llama Ventures investment workbench (command.llamaventures.vc).",
   "type": "module",
   "scripts": {