@opencx/mcp 1.15.16 → 1.15.22

package/dist/tools/campaign-qualification.js

@@ -0,0 +1,289 @@
+import { z } from 'zod';
+import { ApiError, jsonContent } from '../api-client.js';
+const scopeSchema = z
+    .union([
+    z.object({
+        kind: z.literal('batch_key'),
+        batch_key: z.string().describe('The wave label passed at enroll time.'),
+    }),
+    z.object({
+        kind: z.literal('contact_ids'),
+        contact_ids: z
+            .array(z.string())
+            .min(1)
+            .max(10_000)
+            .describe('Contact ids — from enroll results or list_sequence_contacts.'),
+    }),
+    z.object({ kind: z.literal('all_candidates') }),
+])
+    .describe('Which of the sequence\'s people to cover: a labeled enrollment wave ("batch_key"), an ' +
+    'explicit contact-id set, or every non-exited person ("all_candidates").');
+// A criterion is TWO fields with two different readers. `label` is what the
+// user scans in the dashboard — a few words, like a column name. `text` is the
+// instruction YOU are judged by, and it has to be long and exact, because a
+// criterion without a stated boundary returns different verdicts over identical
+// evidence. Writing one string for both jobs makes it either too vague to judge
+// or too long to read.
+const criterionLabel = z
+    .string()
+    .min(2)
+    .max(60)
+    .describe('A few words naming this criterion, shown in the dashboard: "Recent invoicing complaint", "Business account". Not a sentence, no trailing period.');
+const criterionText = z
+    .string()
+    .min(3)
+    .max(500)
+    .describe('The full instruction the judge reads. State the boundary explicitly — what counts and what does not. Never shown in the table, so length costs nothing here.');
+const criteriaSchema = z
+    .object({
+    must: z
+        .array(z.object({ label: criterionLabel, text: criterionText }))
+        .max(20)
+        .describe('Binary gates — ANY fail or unsure disqualifies (fit ≤ 74, held from launch).'),
+    nice: z
+        .array(z.object({
+        label: criterionLabel,
+        text: criterionText,
+        grade: z.enum(['high', 'medium', 'low']).describe('Rank weight 3/2/1 — never gates.'),
+    }))
+        .max(20),
+})
+    .describe("The qualification checklist, written from the user's own words for this sequence.");
+// Awaiting is for the SAMPLE loop (enrich 25 → judge 25 → read aggregates →
+// fix a criterion → re-judge), which only works if the result lands in the same
+// turn. The 50-person ceiling is enforced server-side, not trusted to a prompt:
+// a population is ten minutes of work the dashboard already streams live, and
+// holding the turn open for it buys nothing.
+const waitSchema = z
+    .boolean()
+    .optional()
+    .describe('Hold the response until the run finishes (up to ~50s) and return it in `run`. Use for a ' +
+    'sample you need to reason about NOW. Silently ignored above 50 people — those come back ' +
+    'as an immediate ack and stream into the dashboard.');
+export function registerCampaignQualificationTools(server, client) {
+    server.registerTool('enrich_people', {
+        description: 'Snapshot everything the org knows about scoped sequence people (profile, latest ' +
+            'sessions, VOC insights, compacted transcripts) onto their rows — the evidence the judge ' +
+            'reads. Run this BEFORE judge_people for anyone the org may know — the judge reads ' +
+            'ONLY stored data: org enrichment plus any extra_data attached at enroll (a cold list ' +
+            'with extra_data is judgeable without enriching; someone with NEITHER is skipped). ' +
+            'Pass wait:true for a sample (<=50 people) and the finished run comes back in `run`, so ' +
+            'you can enrich and judge in the same turn. Larger scopes return {run_id, scoped_count} ' +
+            'immediately and the dashboard shows them filling in live — read the result later with ' +
+            'read_qualification_run. NEVER poll this from Bash: waiting is what `wait` is for, and ' +
+            'a population is meant to run while you get on with the messages.',
+        inputSchema: {
+            sequence_id: z.string().describe('The sequence id'),
+            scope: scopeSchema,
+            wait: waitSchema,
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.POST('/sequences/{sequenceId}/enrich', {
+                params: { path: { sequenceId: params.sequence_id } },
+                body: { scope: params.scope, wait: params.wait },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('judge_people', {
+        description: 'Judge scoped sequence people against the criteria checklist — one verdict per criterion ' +
+            'per person (pass/fail/unsure with reasoning + evidence citations), over their STORED ' +
+            'enrichment only. Rollup writes fit: 75-100 = cleared every must-have (armable), 0-74 = ' +
+            'not qualified (held; 60+ usually means one must-have short), NULL stays never-judged. ' +
+            'Judge a SAMPLE of ~25 with wait:true — the finished run comes back in `run`, and its ' +
+            'aggregates show WHERE fails and unsures concentrate, so you can fix the criterion and ' +
+            're-judge in the same turn (re-judging unchanged evidence is free). Then dispatch the ' +
+            'population WITHOUT wait and move on to the messages — the dashboard shows it filling ' +
+            'in live. NEVER poll this from Bash. People with no data at all (no enrichment AND no ' +
+            'extra_data) are skipped and counted. ' +
+            "Omit criteria to reuse the sequence's stored checklist; passing criteria also saves " +
+            "them as the sequence's new current checklist. Re-judge after every enrollment wave — " +
+            'judging is cheap by design.',
+        inputSchema: {
+            sequence_id: z.string().describe('The sequence id'),
+            scope: scopeSchema,
+            criteria: criteriaSchema.optional(),
+            wait: waitSchema,
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.POST('/sequences/{sequenceId}/judge', {
+                params: { path: { sequenceId: params.sequence_id } },
+                body: {
+                    scope: params.scope,
+                    wait: params.wait,
+                    ...(params.criteria !== undefined ? { criteria: params.criteria } : {}),
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('read_qualification_run', {
+        description: 'Read one enrich/judge run: status (queued/running/completed/failed), live counts ' +
+            '(processed, skipped_no_enrichment, qualified, disqualified, errors), and — once ' +
+            'completed — per-criterion pass/fail/unsure concentrations plus the fit distribution. ' +
+            'Counts and aggregates cover everyone judged in scope, including unchanged people the ' +
+            'run skipped for free (their stored verdicts fold in). ' +
+            'This is the audit read: reason from the aggregates, then peek 3-5 individual people via ' +
+            'list_sequence_contacts/get_sequence_contact — never page through the whole population. ' +
+            "updated_at is the run's heartbeat (touched every batch): a 'running' run whose " +
+            'updated_at is many minutes stale died with its worker — stop polling and re-dispatch ' +
+            '(progress is durable; completed work is not redone).',
+        inputSchema: {
+            sequence_id: z.string().describe('The sequence id'),
+            run_id: z.string().describe('From the enrich_people / judge_people ack'),
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.GET('/sequences/{sequenceId}/qualification-runs/{runId}', {
+                params: { path: { sequenceId: params.sequence_id, runId: params.run_id } },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('list_sequence_contacts', {
+        description: "Page through a sequence's people: identities, status, fit, judgment tallies (never the " +
+            'verdict paragraphs). Sorted fit-highest-first, never-judged last. Filter by status, ' +
+            'judgment band (qualified / not_qualified / never_judged), or batch_key (enrollment ' +
+            'wave). Use small limits to sample; for bulk pulls call the API endpoint from Bash and ' +
+            'write to a file instead of paging in a loop.',
+        inputSchema: {
+            sequence_id: z.string().describe('The sequence id'),
+            status: z.enum(['candidate', 'active', 'parked', 'exited', 'completed']).optional(),
+            band: z.enum(['qualified', 'not_qualified', 'never_judged']).optional(),
+            batch_key: z.string().optional(),
+            cursor: z.string().optional().describe('next_cursor from the previous page'),
+            limit: z.number().int().min(1).max(200).optional().describe('Default 50.'),
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.GET('/sequences/{sequenceId}/contacts', {
+                params: {
+                    path: { sequenceId: params.sequence_id },
+                    query: {
+                        ...(params.status !== undefined ? { status: params.status } : {}),
+                        ...(params.band !== undefined ? { band: params.band } : {}),
+                        ...(params.batch_key !== undefined ? { batch_key: params.batch_key } : {}),
+                        ...(params.cursor !== undefined ? { cursor: params.cursor } : {}),
+                        ...(params.limit !== undefined ? { limit: params.limit } : {}),
+                    },
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('list_custom_data_keys', {
+        description: "List the org's observed custom-data keys (names only, per bag: contact/session, " +
+            'verified/unverified) — the same registry the dashboard filter dropdowns use. Check it ' +
+            'BEFORE authoring analytics filters or sequence judge criteria that reference custom ' +
+            'fields, so criteria name fields that actually exist; sample real values with ' +
+            'run_analytics_query.',
+        inputSchema: {
+            sources: z
+                .array(z.enum([
+                'contact_custom_data',
+                'contact_non_verified_custom_data',
+                'session_custom_data',
+                'session_editable_custom_data',
+            ]))
+                .optional()
+                .describe('Default: all four bags.'),
+            search: z.string().optional().describe('Case-insensitive substring match on the key.'),
+            limit: z.number().int().min(1).max(1000).optional().describe('Default 500.'),
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.GET('/custom-data-keys', {
+                params: {
+                    query: {
+                        ...(params.sources !== undefined ? { sources: params.sources } : {}),
+                        ...(params.search !== undefined ? { search: params.search } : {}),
+                        ...(params.limit !== undefined ? { limit: params.limit } : {}),
+                    },
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('get_sequence_contact', {
+        description: "One person's full record: per-criterion verdicts with reasonings and evidence " +
+            'citations, and the stored enrichment bundle. The peek tool — ' +
+            'spot-check a few people after an enrich/judge run instead of paging the population.',
+        inputSchema: {
+            sequence_id: z.string().describe('The sequence id'),
+            contact_id: z
+                .string()
+                .describe("The person's contact id — from enroll results or list_sequence_contacts"),
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.GET('/sequences/{sequenceId}/contacts/{contactId}', {
+                params: {
+                    path: { sequenceId: params.sequence_id, contactId: params.contact_id },
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('get_sequence_contact_events', {
+        description: "One person's journey ledger, oldest first: enrollment, sends, skips (with reasons), " +
+            'deferrals, channel outcomes (delivered/read/replied, answered/no answer/busy/failed), ' +
+            'parks and exits — each carrying the inbox session id of its send when one exists. ' +
+            'THE tool for "what happened to this person" and "why didn\'t step N fire": read it ' +
+            'before explaining an outcome or debugging a stuck journey, instead of inferring from ' +
+            'status alone (the list rows also carry a compact per-step `journey` summary — this is ' +
+            'the long form behind it).',
+        inputSchema: {
+            sequence_id: z.string().describe('The sequence id'),
+            contact_id: z
+                .string()
+                .describe("The person's contact id — from enroll results or list_sequence_contacts"),
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.GET('/sequences/{sequenceId}/contacts/{contactId}/events', {
+                params: {
+                    path: { sequenceId: params.sequence_id, contactId: params.contact_id },
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+}
+//# sourceMappingURL=campaign-qualification.js.map

package/dist/tools/campaign-qualification.js.map

@@ -0,0 +1 @@
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package/dist/tools/campaign-spine.d.ts

@@ -0,0 +1,4 @@
+import { type McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import type { OpenCXClient } from '../api-client.js';
+export declare function registerCampaignSpineTools(server: McpServer, client: OpenCXClient): void;
+//# sourceMappingURL=campaign-spine.d.ts.map

package/dist/tools/campaign-spine.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"campaign-spine.d.ts","sourceRoot":"","sources":["../../src/tools/campaign-spine.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAGzE,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,kBAAkB,CAAC;AAgLrD,wBAAgB,0BAA0B,CAAC,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,YAAY,QAukBjF"}