@opennous/mcp 0.43.0 → 0.44.1

package/LICENSE

@@ -0,0 +1,216 @@
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+   Licensed under the Apache License, Version 2.0 (the "License");
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package/package.json

@@ -1,11 +1,11 @@
 {
   "name": "@opennous/mcp",
-  "version": "0.43.0",
+  "version": "0.44.1",
   "description": "Nous — the Context Graph for AI Agents.",
-  "license": "AGPL-3.0-only",
+  "license": "Apache-2.0",
   "repository": {
     "type": "git",
-    "url": "git+https://github.com/NousC/nous.git",
+    "url": "git+https://github.com/NousC/opennous.git",
     "directory": "apps/mcp"
   },
   "type": "module",

package/src/server.js

@@ -23,8 +23,8 @@
  *   search_notes         — semantic search over saved notes & documents
  *   get_workspace_status — what's set up in this workspace + a ranked next_steps list (call first)
  *   set_workspace_profile— agent-driven onboarding: set the workspace's name, site, type, ICP
- *   build_scoring_model  — build/rebuild the ICP scoring model from the recorded GTM context
- *   record_closed_deals  — build the ICP model from real closed-won/lost deals (contrastive lift)
+ *   build_icp_model  — build/rebuild the ICP scoring model from the recorded GTM context
+ *   train_icp_model  — build the ICP model from real closed-won/lost deals (contrastive lift)
  *   sync_icp              — sync the user's EXISTING ICP/positioning files into Nous (file → graph)
  *   export_icp_model        — get the learned ICP model as a block to write back into their ICP file (graph → file)
  *   connect_integration  — connect a key-based integration (Apollo, Prospeo, HubSpot, …)
@@ -34,7 +34,7 @@
  *   list_triggers        — list the workspace's event triggers + available events
  *   get_routing_preferences — Claude Code routing prefs to default GTM to Nous (write to CLAUDE.md)
  *   lead_list_operations — the operations trail of a lead list (imports/enrich/push/replies), filterable
- *   coverage             — pre-spend coverage: exact per-lead check (identifiers) or attribute estimate (title/keyword)
+ *   get_coverage         — pre-spend coverage: exact per-lead check (identifiers) or attribute estimate (title/keyword)
  *   enrich_leads         — find missing emails for a lead list (two-step: dry-run cost preview, then confirm)
  *   verify_leads         — validate email deliverability for a lead list (two-step preview, then confirm)
  */
@@ -89,9 +89,10 @@ const pct     = (c) => `${Math.round((c ?? 0) * 100)}%`;
 // Gong/Granola). Returned by get_routing_preferences; the agent writes it into
 // the user's CLAUDE.md (Claude Code) or the user pastes it into claude.ai org
 // preferences. Mirrors the Install page's "short" version.
-const ROUTING_PREFERENCES = `# Nous is this workspace's GTM context graph
+const ROUTING_PREFERENCES = `# Nous is this workspace's Revenue Context Layer
 
-Nous is our context graph for GTM. It resolves every person, conversation, and
+Nous is our Revenue Context Layer for GTM: the pre-computed context every agent reads
+before it acts. Underneath, a context graph resolves every person, conversation, and
 touchpoint across our GTM tool stack into one account record, with each fact's
 confidence and freshness, the full interaction timeline, a 0-100 ICP fit score on
 every account, plus our own ICP, positioning, and pricing. Agents read engineered
@@ -283,6 +284,19 @@ export function createServer() {
         for (const f of rec.facts) lines.push(`  [${f.category}] ${f.content}${f.date ? `  (${relAge(f.date)})` : ""}`);
         lines.push("");
       }
+      const docs = rec.documents ?? [];
+      if (docs.length) {
+        // Saved briefs / notes / transcripts kept on the contact — previews only.
+        // The agent needs to KNOW these exist so it never reports "no brief on
+        // file" when one is saved; the full body is read with search_notes.
+        lines.push(`DOCUMENTS (${docs.length} — saved notes & meeting records, read with search_notes):`);
+        for (const d of docs) {
+          const when = d.date ? `  (${relAge(d.date)})` : "";
+          lines.push(`  ${d.type.replace(/_/g, " ")}${d.title ? ` · ${d.title}` : ""}${when}`);
+          if (d.snippet) lines.push(`      ${d.snippet}`);
+        }
+        lines.push("");
+      }
       const claims = Object.values(rec.claims ?? {});
       if (claims.length) {
         lines.push(`ATTRIBUTES (${claims.length}):`);
@@ -526,6 +540,99 @@ export function createServer() {
     }
   );
 
+  // ===========================================================================
+  // TOOL: score  —  POST /v2/score
+  // The thin scoring verb an external list (spreadsheet, Clay column, agent)
+  // calls to get Nous's judgment on a row and have it land in the graph. The
+  // list stays wherever the user built it; Nous owns the score. Read-mostly:
+  // returns the live ICP fit + intent, bootstrap-staking a known-but-unscored
+  // row on demand. Cheaper and leaner than get_context on purpose.
+  // ===========================================================================
+  const scoreOne = (r) => {
+    if (!r.resolved) {
+      if (r.reason === "ambiguous") {
+        const names = (r.candidates || []).map(c => c.name || c.entity_id).join(", ");
+        return `ambiguous — several people match${names ? `: ${names}` : ""}. Score by email or LinkedIn URL instead.`;
+      }
+      return "not in the graph yet — enrich this account first (signals/firmographics), then score.";
+    }
+    if (!r.scored) return `known, but awaiting enrichment — no scoreable claims yet (${r.entity_id}).`;
+    const tier = (r.icp.tier || "").replace(/_/g, " ") || "untiered";
+    return `ICP ${r.icp.score}/100 (${tier})${r.icp.fit ? " ✓fit" : ""} · intent ${r.intent.score}/100 ${r.intent.band}` +
+           (r.icp.reason ? `\n    ${r.icp.reason}` : "");
+  };
+  server.tool(
+    "score",
+    "Score a lead against our live ICP model and intent axis, and write the judgment into the graph so " +
+    "every other agent reads the same number. This is for scoring a list the user built ELSEWHERE (a " +
+    "Google Sheet, a Clay column, a CRM export): the list stays where it is, Nous returns the score. " +
+    "Give an email, domain, LinkedIn URL, or entity UUID (or up to 100 at once via `identifiers`). " +
+    "Returns ICP fit 0-100 + tier (tier_1/2/3/not_icp, which drives the play) and decaying intent " +
+    "0-100 + band. It reads the live score (staking one on demand for a known-but-unscored account); " +
+    "the score keeps evolving on its own afterwards. If a row isn't in the graph yet it comes back " +
+    "`unknown_identifier` — enrich that account first (signal-scan / a lead-builder), then score.",
+    {
+      identifier: z.string().optional().describe("One lead — an email, domain, LinkedIn URL, or entity UUID."),
+      identifiers: z.array(z.string()).optional().describe("A batch of leads (max 100 per call; loop for a larger list)."),
+      intent: z.string().optional().describe("Optional hint about why you're scoring (recorded, does not change the score)."),
+    },
+    async ({ identifier, identifiers, intent }) => {
+      if (Array.isArray(identifiers) && identifiers.length) {
+        const r = await post("/v2/score", { identifiers, intent });
+        const lines = (r.results || []).map(x => `  ${x.identifier} — ${scoreOne(x)}`);
+        const scored = (r.results || []).filter(x => x.scored).length;
+        return { content: [{ type: "text", text: `Scored ${scored}/${(r.results || []).length}:\n${lines.join("\n")}` }] };
+      }
+      const r = await post("/v2/score", { identifier, intent });
+      return { content: [{ type: "text", text: `${identifier} — ${scoreOne(r)}` }] };
+    }
+  );
+
+  // ===========================================================================
+  // TOOL: attach_list  —  POST /v2/lead-lists/attach
+  // Batch-score a list the user built ELSEWHERE (a Google Sheet, a CRM export, a
+  // Clay table). One call: create/reuse a Nous list, ingest the rows (entities
+  // resolved+deduped), score every row into the graph. The list stays where it
+  // is; Nous keeps the roster so the scores stay fresh and agents can read them.
+  // ===========================================================================
+  server.tool(
+    "attach_list",
+    "Score a whole list the user built somewhere ELSE — a Google Sheet, a CRM export, a Clay table — " +
+    "in one call. Give the rows and Nous creates a lead list, resolves each row to a person/company " +
+    "(deduped against everything already in the graph), and scores every one against the live ICP model " +
+    "+ intent axis so the judgment lands in the graph for other agents. The spreadsheet stays the user's; " +
+    "Nous just owns the score and keeps it fresh. Each row needs an email OR a LinkedIn URL. Rows we don't " +
+    "know enough about yet come back `awaiting_enrichment` — run signal-scan / a lead-builder on them, then " +
+    "re-attach. Pass `lead_list_id` instead of `name` to add to an existing list. Max 200 rows per call — " +
+    "loop for a bigger sheet.",
+    {
+      name: z.string().optional().describe("Name for the new list (e.g. 'Q3 sheet — inbound'). Omit only when passing lead_list_id."),
+      lead_list_id: z.string().optional().describe("Add to an existing list instead of creating one."),
+      source: z.string().optional().describe("Where the list came from, e.g. 'google_sheet', 'crm_export' (default 'external')."),
+      rows: z.array(z.object({
+        email: z.string().optional(),
+        linkedin_url: z.string().optional(),
+        domain: z.string().optional(),
+        company: z.string().optional(),
+        name: z.string().optional(),
+      }).passthrough()).describe("The list rows. Each needs an email or a linkedin_url."),
+      import_duplicates: z.boolean().optional().describe("Force-insert rows already in this list (default false — deduped)."),
+    },
+    async ({ name, lead_list_id, source, rows, import_duplicates }) => {
+      const r = await post("/v2/lead-lists/attach", { name, lead_list_id, source, rows, import_duplicates });
+      const head = `Attached ${rows.length} rows to list ${r.lead_list_id} — ` +
+        `${r.inserted} new, ${r.duplicate_skipped} already in list. ` +
+        `Scored ${r.scored}; ${r.awaiting_enrichment} awaiting enrichment; ${r.unresolved} unresolved.`;
+      const top = (r.results || [])
+        .filter(x => x.scored)
+        .sort((a, b) => (b.icp?.score ?? 0) - (a.icp?.score ?? 0))
+        .slice(0, 10)
+        .map(x => `  ${x.identifier} — ICP ${x.icp.score} (${(x.icp.tier || "").replace(/_/g, " ")}) · intent ${x.intent.score} ${x.intent.band}`);
+      const tail = r.awaiting_enrichment ? `\n\n${r.awaiting_enrichment} rows need enrichment before they can score — run signal-scan or a lead-builder on the list, then re-attach.` : "";
+      return { content: [{ type: "text", text: `${head}${top.length ? `\n\nTop scored:\n${top.join("\n")}` : ""}${tail}` }] };
+    }
+  );
+
   // ===========================================================================
   // TOOL: attention  —  GET /v2/attention
   // What to look at: accounts gone quiet, key facts decayed.
@@ -757,7 +864,10 @@ export function createServer() {
       const lines = [`Documents matching "${question}":`, ""];
       for (const d of r.documents) {
         const when = d.date ? `  [${relAge(d.date)}]` : "";
-        lines.push(`  ${d.type.replace(/_/g, " ")}${d.title ? ` · ${d.title}` : ""}  (${pct(d.similarity)})${when}`);
+        // similarity is null for recency-matched hits (a note too fresh to be
+        // embedded yet) — label those "recent" instead of a bogus 0%.
+        const match = d.similarity == null ? "recent" : pct(d.similarity);
+        lines.push(`  ${d.type.replace(/_/g, " ")}${d.title ? ` · ${d.title}` : ""}  (${match})${when}`);
         if (d.snippet) lines.push(`    ${d.snippet}`);
         lines.push(`    (entity_id: ${d.entity_id})`);
       }
@@ -905,14 +1015,14 @@ export function createServer() {
   );
 
   // ===========================================================================
-  // TOOL: build_scoring_model  —  POST /v2/workspace/scoring-model
+  // TOOL: build_icp_model  —  POST /v2/workspace/scoring-model
   // The second half of building the GTM playbook. The agent syncs the GTM context
   // from the user's files with sync_icp, then calls this to turn it into a weighted
   // ICP scoring model. After this, accounts get scored for fit and
   // get_workspace_status shows the playbook as done.
   // ===========================================================================
   server.tool(
-    "build_scoring_model",
+    "build_icp_model",
     "Build (or rebuild) the user's ICP scoring model from their synced GTM context. This is " +
     "the second half of setting up the GTM playbook: first sync the user's ICP/positioning/pricing " +
     "files with sync_icp, then call this to translate that context into a weighted set of scoring " +
@@ -921,7 +1031,7 @@ export function createServer() {
     "pass force:true (use that when the context files have changed and the model should be rebuilt). If " +
     "it reports no GTM context yet, sync the user's context files with sync_icp first, then call this again. " +
     "STRONGER than this tool: if the user can name a few closed-WON and closed-LOST customer domains, " +
-    "call record_closed_deals instead (or as well) — it trains the model on real outcomes via " +
+    "call train_icp_model instead (or as well) — it trains the model on real outcomes via " +
     "contrastive lift, which beats a model inferred from a description.",
     {
       force: z.boolean().optional()
@@ -945,7 +1055,7 @@ export function createServer() {
         }
         if (msg.includes("model_exists")) {
           return { content: [{ type: "text", text:
-            "A scoring model already exists. Call build_scoring_model again with force:true to rebuild it from the current GTM context." }] };
+            "A scoring model already exists. Call build_icp_model again with force:true to rebuild it from the current GTM context." }] };
         }
         throw e;
       }
@@ -953,11 +1063,11 @@ export function createServer() {
   );
 
   // ===========================================================================
-  // TOOL: record_closed_deals  —  POST /v2/workspace/closed-deals
+  // TOOL: train_icp_model  —  POST /v2/workspace/closed-deals
   // Build the ICP model from REAL outcomes via contrastive lift (won vs lost).
   // ===========================================================================
   server.tool(
-    "record_closed_deals",
+    "train_icp_model",
     "Build (or sharpen) the ICP scoring model from the user's REAL closed deals. Pass closed-WON " +
     "customer domains and closed-LOST domains; Nous enriches each, links the contacts you already " +
     "have there, and runs contrastive lift (what's true of winners but not losers) to discover the " +
@@ -1049,7 +1159,7 @@ export function createServer() {
         const sig = r.signals ?? [];
         if (r.model_status === "created" && sig.length) {
           lines.push("", `Built the ICP scoring model — ${sig.length} signal${sig.length === 1 ? "" : "s"}.`);
-          lines.push("Next: if the user can name a few closed-won + closed-lost domains, call record_closed_deals to sharpen it on real outcomes, then call export_icp_model to write the learned model back into their ICP file.");
+          lines.push("Next: if the user can name a few closed-won + closed-lost domains, call train_icp_model to sharpen it on real outcomes, then call export_icp_model to write the learned model back into their ICP file.");
         } else if (r.model_status === "no_icp_memory") {
           lines.push("", "Synced, but there wasn't enough ICP content to build a scoring model — make sure the ICP section has real content.");
         } else {
@@ -1082,7 +1192,7 @@ export function createServer() {
     "calibration gap) as a ready-to-write markdown block, and write it back into the user's own ICP " +
     "file. This is the payoff of the symbiosis: their file keeps the words, Nous keeps the model, and " +
     "this writes the model under their words. CLAUDE CODE flow: call this after sync_icp or after " +
-    "record_closed_deals, then with your file tools open `target_path`, and if the file already has a " +
+    "train_icp_model, then with your file tools open `target_path`, and if the file already has a " +
     "block between '<!-- nous:icp start -->' and '<!-- nous:icp end -->' REPLACE that whole block with " +
     "the returned `block`; if not, append the returned `block` (e.g. replacing a '## [To refine]' " +
     "placeholder). Never edit inside the markers by hand — this tool regenerates them. Everything " +
@@ -1093,11 +1203,11 @@ export function createServer() {
       if (!r.has_model) {
         return { content: [{ type: "text", text:
           "No ICP scoring model yet. Sync the user's ICP file with sync_icp first (or build one with " +
-          "build_scoring_model / record_closed_deals), then call this to write it back." }] };
+          "build_icp_model / train_icp_model), then call this to write it back." }] };
       }
       const note = r.has_outcomes
         ? "This model is trained on real closed deals (lift + calibration shown)."
-        : "This model is seeded from the ICP only — add closed deals with record_closed_deals to sharpen it.";
+        : "This model is seeded from the ICP only — add closed deals with train_icp_model to sharpen it.";
       return { content: [{ type: "text", text:
         `Write the block below into ${r.target_path} with your file editor — replace any existing block ` +
         `between the nous:icp markers, or append it if there's none (create the file/section if absent). ` +
@@ -1316,14 +1426,14 @@ export function createServer() {
   );
 
   // ===========================================================================
-  // TOOL: coverage  —  POST /v2/dedup (exact) | GET /v2/people/coverage (estimate)
+  // TOOL: get_coverage  —  POST /v2/dedup (exact) | GET /v2/people/coverage (estimate)
   // "What do I already have?" before spending on a list elsewhere. One tool, two
   // modes: pass identifiers for an EXACT per-lead net-new/re-enrich/reuse check
   // (the pre-spend gate), or a title/keyword for a rough attribute ESTIMATE.
   // (Replaces the former check_leads + lead_coverage tools.)
   // ===========================================================================
   server.tool(
-    "coverage",
+    "get_coverage",
     "(Nous Cloud only) Check what you ALREADY have before spending on a list elsewhere (Apollo, Sales Navigator, Clay). " +
     "Two modes:\n" +
     "  • EXACT — pass candidate identifiers (emails / linkedin_urls / domains, free in any tool's " +