@opennous/mcp 0.51.0 → 0.53.0
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/package.json +1 -1
- package/src/client.js +4 -1
- package/src/server.js +241 -252
package/package.json
CHANGED
package/src/client.js
CHANGED
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@@ -122,7 +122,10 @@ async function request(method, path, { body, query } = {}) {
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);
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}
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const errorMessage = err.error || err.message || res.statusText;
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// Append `detail` when present — it carries the actionable explanation (e.g. "reconnect
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// the repo with Pull requests: write") that a bare error code doesn't.
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const suffix = err.detail && err.detail !== errorMessage ? ` — ${err.detail}` : "";
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throw new Error(`Nous API error (${res.status}): ${errorMessage}${suffix}`);
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}
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// Some endpoints return empty 204
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package/src/server.js
CHANGED
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@@ -13,22 +13,29 @@
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* Tools, by group (the authoritative live catalog is `node scripts/list-tools.mjs`):
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* READ get_context · get_account · verify · query · attention · get_action_items ·
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* pipeline · pipeline_intelligence · campaign_performance · score ·
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* search_notes ·
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* WRITE record · record_signal · save_note ·
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* sync_foundation
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* search_notes · get_foundation
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* WRITE record · record_signal · save_note · merge_contacts · sync_foundation
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* ACT draft_email · send_linkedin_message
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* CORRECT retract_observation · delete_note · unmerge_contacts
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* RUN get_workspace_status · whoami · list_integrations · set_workspace_profile ·
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* build_icp_model · train_icp_model · sync_icp ·
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* connect_integration · configure_crm_sync · sync_crm_now · scrape_engagers
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* get_routing_preferences
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* build_icp_model · train_icp_model · sync_icp ·
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* connect_integration · configure_crm_sync · sync_crm_now · scrape_engagers
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*/
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import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
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import { z } from "zod";
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import { get, post, del } from "./client.js";
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// Public web-app URL for one-click connect deep links. OAuth providers (Gmail,
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// LinkedIn) need a browser sign-in the agent can't perform headlessly, so instead
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// of a dead-end the agent hands the user a link that lands on the Integrations page
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// with that provider's connect flow pre-opened. Overridable via NOUS_APP_URL.
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const APP_URL = () => (process.env.NOUS_APP_URL || "https://app.opennous.cloud").replace(/\/+$/, "");
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// OAuth/browser-sign-in providers → the slug the Integrations page auto-opens on.
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const OAUTH_CONNECT = { gmail: "gmail", gmail_oauth: "gmail", google: "gmail", "google-mail": "gmail", googlemail: "gmail", linkedin: "linkedin" };
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const connectLink = (slug) => `${APP_URL()}/settings?section=integrations&connect=${slug}`;
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export const SERVER_VERSION = "0.52.0";
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// ─── helpers ──────────────────────────────────────────────────────────────────
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@@ -69,54 +76,6 @@ const fmtType = (p) => (p || "").replace(/^interaction\./, "").replace(/_/g, " "
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const fmtVal = (v) => (v != null && typeof v === "object") ? JSON.stringify(v) : String(v ?? "");
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const pct = (c) => `${Math.round((c ?? 0) * 100)}%`;
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// Routing preferences — the text that makes an agent treat Nous as the default
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// for GTM (reach for get_context/get_account over raw CRM/HubSpot/Salesforce/
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// Gong/Granola). Returned by get_routing_preferences; the agent writes it into
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// the user's CLAUDE.md (Claude Code) or the user pastes it into claude.ai org
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// preferences. Mirrors the Install page's "short" version.
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const ROUTING_PREFERENCES = `# Nous is this workspace's Revenue Context Layer
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-
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Nous is our Revenue Context Layer for GTM: the pre-computed context every agent reads
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before it acts. Underneath, a context graph resolves every person, conversation, and
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touchpoint across our GTM tool stack into one account record, with each fact's
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confidence and freshness, the full interaction timeline, a 0-100 ICP fit score on
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every account, plus our own ICP, positioning, and pricing. Agents read engineered
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context from Nous rather than raw CRM rows.
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## Ground GTM work in Nous
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Before any go-to-market task (drafting outreach, prepping a call or meeting,
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reviewing an account, qualifying a prospect) call get_context with the person's
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email and the matching intent. Use what it returns. Do not answer from generic
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knowledge when our own record holds the facts.
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## Default to Nous, even unprompted
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-
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For any GTM question about a person, company, deal, or our own business, reach for
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Nous first even when the user never says "Nous":
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- Who is this, every known fact, full history -> get_account
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- Context for a specific task -> get_context
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- Something happened or you learned a fact -> record
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- Activity or a list across many accounts -> query
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- What needs attention, what has gone quiet -> attention
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- Your action items / what you owe an account -> get_action_items
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- A fact looks stale before you act on it -> verify
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- Our own rules: ICP, positioning, voice, outreach -> get_foundation
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- Our ICP/positioning lives in our own files -> sync_icp (file → graph) / export_icp_model (graph → file)
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- You edited an ICP / context / foundation file -> re-sync THIS turn: sync_icp (ICP/context) or sync_foundation (a foundation)
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- A brief / note / transcript on a contact -> save_note / search_notes
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- What's set up here and what to do next -> get_workspace_status
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Read get_foundation at the start of GTM work for the user's own rules (voice,
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outreach, icp, positioning). After every interaction you help with, call record so
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the record stays current.
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-
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CRITICAL — edits don't apply until you sync. Editing an ICP / context / foundation
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file (context/icp.md, positioning.md, references/voice.md, …) does NOT change the
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ICP score, the exclusions, or what any other agent reads until it is synced into
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the graph. After ANY such edit you MUST call sync_icp (for ICP/context files) or
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sync_foundation (for a foundation) in the SAME turn. Never leave an edited file
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unsynced — an unsynced edit is silently inert.`;
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// ─── factory ──────────────────────────────────────────────────────────────────
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@@ -467,14 +426,24 @@ export function createServer() {
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"kind:'state' for a fact (property like 'job_title', 'deal.proposal_amount'). Examples — sent an " +
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"email: {kind:'event',property:'interaction.email_sent',value:{description:'intro email'}}; " +
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"learned their title changed: {kind:'state',property:'job_title',value:'VP of Engineering'}; " +
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"a fact ended (they left): {kind:'state',property:'job_title',value:null}."
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"a fact ended (they left): {kind:'state',property:'job_title',value:null}. For a piece of INTEL " +
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"about the contact — a preference, an objection, a competitor they mentioned, a general note — " +
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"use property:'intel' with a category: {kind:'state',property:'intel',value:{category:'objection'," +
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"content:'skeptical about market demand',label:'Market demand skepticism'}} (category ∈ " +
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"preference | objection | competitor | buying_signal | budget | timing | authority | general). " +
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"Insights about YOUR OWN business (product/positioning/market/buyer) go to record_insight, not here.",
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{
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focus: z.string().describe("Email address or entity UUID
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focus: z.string().describe("Email address, LinkedIn URL, domain, or entity UUID — a precise identifier, never a bare name"),
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observations: z.array(z.object({
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kind: z.enum(["event", "state"]).describe("event = an interaction; state = a fact"),
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property: z.string().describe("e.g. 'interaction.email_sent' or 'job_title'"),
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value: z.any().optional().describe("the event detail or the fact value; null = the fact ended"),
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source: z.string().optional().describe("where this came from (default: agent)"),
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source: z.string().optional().describe("where this came from — provider slug, e.g. 'fireflies', 'gmail' (default: agent)"),
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method: z.string().optional().describe("api | webhook | extraction | inference | user_input (default: api)"),
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observed_at: z.string().optional().describe("ISO timestamp of WHEN this happened/was true. REQUIRED when importing history — otherwise it's stamped now."),
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external_id: z.string().optional().describe("idempotency key, unique per (source). Re-recording the same one is a no-op. One raw item → many observations → give each a distinct id, e.g. '<itemId>:<property>'."),
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source_ref: z.string().optional().describe("pointer to the raw this came from, e.g. 'git://<repo>/raw/fireflies/2026-03-14-9182.md'. Keeps provenance without storing raw in Nous."),
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content_hash: z.string().optional().describe("sha256 of the raw file, so a later fetch can be verified untampered. Set when raw lives in git (not sent here)."),
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})).describe("One or more observations to record"),
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},
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async ({ focus, observations }) => {
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}
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);
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// ===========================================================================
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// TOOL: record_insight — POST /v2/insights
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// The mirror of record. record captures facts ABOUT the contact; this captures
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// what a call/email taught us about OUR OWN business — product, positioning,
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// market, buyer. Workspace-level (about us, no focus). Feeds the Insights page
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// and theme clustering. In the plugin model the extraction runs on the agent's
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// own tokens, so this is where those insights land.
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// ===========================================================================
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server.tool(
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"record_insight",
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"Record what a call or email taught us about OUR OWN business — our product, positioning, " +
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"market, or buyer. This is the MIRROR of record: record captures facts about the CONTACT; this " +
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"captures what we learned about US. Workspace-level — there is no focus (it's not about one " +
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"account). category is one of product | positioning | market | buyer. Include the verbatim quote " +
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"and who said it whenever you can. These feed the Insights page and its theme clustering. Send " +
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"all insights from one source in a single call. Do NOT put contact facts here — use record.",
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{
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insights: z.array(z.object({
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category: z.enum(["product", "positioning", "market", "buyer"]).describe("which lens this is about"),
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content: z.string().describe("the insight in one clear sentence, stated from OUR perspective"),
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quote: z.string().optional().describe("the verbatim thing they said that supports it"),
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speaker: z.string().optional().describe("who said it — a name or a role"),
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})).describe("one or more insights extracted from the same call/email"),
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source_label: z.string().optional().describe("where these came from, e.g. 'Acme discovery call'"),
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occurred_at: z.string().optional().describe("ISO timestamp of the call/email"),
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},
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async ({ insights, source_label, occurred_at }) => {
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const r = await post("/v2/insights", { insights, source_label, occurred_at });
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return { content: [{ type: "text", text:
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`Recorded ${r.written} insight${r.written !== 1 ? "s" : ""}` +
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(r.submitted && r.written < r.submitted ? ` (${r.submitted - r.written} were duplicates)` : "") +
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` into the workspace's product/positioning/market/buyer docs.` }] };
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}
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);
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// ===========================================================================
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// TOOL: query — POST /v2/query
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// Retrieve a corpus of activity across many people. You do the analysis.
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const names = (r.candidates || []).map(c => c.name || c.entity_id).join(", ");
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return `ambiguous — several people match${names ? `: ${names}` : ""}. Score by email or LinkedIn URL instead.`;
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}
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return "not in the graph yet —
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return "not in the graph yet — pass the lead's `attributes` (title, company, keywords) to score it inline, or enrich the account first.";
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}
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const layers = r.layered && r.layered.layers ? r.layered.layers : {};
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const layerLine = Object.keys(layers).length ? `\n layers: ${Object.entries(layers).map(([k, v]) => `${k} ${v}`).join(" · ")}` : "";
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const work = (r.layered && r.layered.missing && r.layered.missing.length)
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? `\n unknown: ${r.layered.missing.join(", ")} — ${r.layered.play || "enrich to resolve"}` : "";
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if (!r.scored) {
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// 'partial' — Fit/Pain resolved live (not staked). Show what we know + the worklist.
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if (Object.keys(layers).length) return `partial fit${layerLine}${work}`;
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return `known, but awaiting enrichment — no scoreable claims yet (${r.entity_id}).`;
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}
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if (!r.scored) return `known, but awaiting enrichment — no scoreable claims yet (${r.entity_id}).`;
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const tier = (r.icp.tier || "").replace(/_/g, " ") || "untiered";
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const inline = r.source === "inline" ? " · scored inline (not in the graph)" : "";
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return `ICP ${r.icp.score}/100 (${tier})${r.icp.fit ? " ✓fit" : ""} · intent ${r.intent.score}/100 ${r.intent.band}${inline}` +
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layerLine + work + (r.icp.reason ? `\n ${r.icp.reason}` : "");
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};
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server.tool(
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"score",
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"every other agent reads the same number. This is for scoring a list the user built ELSEWHERE (a " +
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"Google Sheet, a Clay column, a CRM export): the list stays where it is, Nous returns the score. " +
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"Give an email, domain, LinkedIn URL, or entity UUID (or up to 100 at once via `identifiers`). " +
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"Returns ICP fit 0-100 + tier (tier_1/2/3/not_icp, which drives the play)
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"0-100 + band
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"Returns ICP fit 0-100 + tier (tier_1/2/3/not_icp, which drives the play), decaying intent " +
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"0-100 + band, AND the LAYERED read: layers {fit,pain,intent,ability} with a `missing` worklist " +
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"(what's still unknown — unknown is never 0) and a suggested `play`. It reads the live score " +
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"(staking one on demand for a known-but-unscored account); the score keeps evolving afterwards. " +
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"COLD LEAD not in Nous? Pass `attributes` (title, company, keywords/headline) and it's scored " +
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"INLINE against the model — Fit/Pain resolve from what you have, nothing is written. For a whole " +
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"EXTERNAL list, pass `leads` (up to 1000 attribute objects) — all scored inline in one call, model " +
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"loaded once, nothing written — so you can triage a big list before deciding what to bring in. Only " +
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"a bare identifier with no attributes and no graph record comes back `unknown_identifier`.",
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{
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identifier: z.string().optional().describe("One lead — an email, domain, LinkedIn URL, or entity UUID."),
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identifiers: z.array(z.string()).optional().describe("A batch of leads (max 100 per call; loop for a larger list)."),
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identifiers: z.array(z.string()).optional().describe("A batch of graph leads (max 100 per call; loop for a larger list)."),
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attributes: z.record(z.any()).optional().describe("For a COLD lead NOT in Nous: its attributes from LinkedIn/a list — { job_title, seniority, company_type, industry, employee_count, keywords or headline, location }. Scored inline against the model; nothing is written. Use when the identifier isn't in the graph yet, or pass on its own with no identifier."),
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leads: z.array(z.record(z.any())).optional().describe("An EXTERNAL cold list scored inline in one call (up to 1000): each item is an attributes object { job_title, company_type, keywords|headline, ... }, optionally with a `ref` echoed back. Nothing is written to the graph. Use to triage a big list before deciding which accounts to bring in."),
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intent: z.string().optional().describe("Optional hint about why you're scoring (recorded, does not change the score)."),
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},
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async ({ identifier, identifiers, intent }) => {
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async ({ identifier, identifiers, intent, attributes, leads }) => {
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if (Array.isArray(leads) && leads.length) {
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const r = await post("/v2/score", { leads });
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const rows = r.results || [];
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const scored = rows.filter(x => x.scored);
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const byTier = {};
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for (const x of scored) { const t = (x.icp?.tier || "untiered").replace(/_/g, " "); byTier[t] = (byTier[t] || 0) + 1; }
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|
678
|
+
const dist = Object.entries(byTier).sort((a, b) => b[1] - a[1]).map(([t, n]) => `${t} ${n}`).join(" · ") || "none";
|
|
679
|
+
return { content: [{ type: "text", text: `Scored ${scored.length}/${rows.length} inline (nothing written). Tiers: ${dist}` }] };
|
|
680
|
+
}
|
|
652
681
|
if (Array.isArray(identifiers) && identifiers.length) {
|
|
653
682
|
const r = await post("/v2/score", { identifiers, intent });
|
|
654
683
|
const lines = (r.results || []).map(x => ` ${x.identifier} — ${scoreOne(x)}`);
|
|
655
684
|
const scored = (r.results || []).filter(x => x.scored).length;
|
|
656
685
|
return { content: [{ type: "text", text: `Scored ${scored}/${(r.results || []).length}:\n${lines.join("\n")}` }] };
|
|
657
686
|
}
|
|
658
|
-
const r = await post("/v2/score", { identifier, intent });
|
|
659
|
-
return { content: [{ type: "text", text: `${identifier} — ${scoreOne(r)}` }] };
|
|
687
|
+
const r = await post("/v2/score", { identifier, intent, attributes });
|
|
688
|
+
return { content: [{ type: "text", text: `${identifier || "cold lead"} — ${scoreOne(r)}` }] };
|
|
660
689
|
}
|
|
661
690
|
);
|
|
662
691
|
|
|
@@ -695,6 +724,78 @@ export function createServer() {
|
|
|
695
724
|
}
|
|
696
725
|
);
|
|
697
726
|
|
|
727
|
+
// ===========================================================================
|
|
728
|
+
// TOOL: list_unresolved — GET /v2/unresolved
|
|
729
|
+
// Inbound events (meeting transcripts) received but tied to nobody.
|
|
730
|
+
// ===========================================================================
|
|
731
|
+
server.tool(
|
|
732
|
+
"list_unresolved",
|
|
733
|
+
"Inbound meetings that were received but couldn't be matched to any contact — the transcript came " +
|
|
734
|
+
"in (a call was recorded) but the attendee couldn't be identified (joined without an email we have, " +
|
|
735
|
+
"or the contact didn't exist yet). Each item shows the meeting title, date, the names/emails we saw " +
|
|
736
|
+
"on the call, and a summary. Use this to find calls that never landed on anyone's timeline, then call " +
|
|
737
|
+
"resolve_unresolved with the id + who it belongs to — that re-runs the full pipeline (notes + extracted " +
|
|
738
|
+
"facts) against the right person. Answers 'what meetings didn't get logged / matched?'.",
|
|
739
|
+
{
|
|
740
|
+
limit: z.number().min(1).max(200).optional().describe("Max items (default 50)"),
|
|
741
|
+
},
|
|
742
|
+
async ({ limit }) => {
|
|
743
|
+
const r = await get("/v2/unresolved", limit ? { limit } : {});
|
|
744
|
+
if (!r.unresolved?.length) {
|
|
745
|
+
return { content: [{ type: "text", text: "No unresolved meetings — everything received matched a contact." }] };
|
|
746
|
+
}
|
|
747
|
+
const lines = r.unresolved.map(it => {
|
|
748
|
+
const when = it.occurred_at ? `${fmtWhen(it.occurred_at)} — ` : "";
|
|
749
|
+
const who = [
|
|
750
|
+
it.detected_names?.length ? `names: ${it.detected_names.join(", ")}` : null,
|
|
751
|
+
it.detected_emails?.length ? `emails: ${it.detected_emails.join(", ")}` : null,
|
|
752
|
+
].filter(Boolean).join("; ");
|
|
753
|
+
const snip = it.summary ? `\n ${String(it.summary).replace(/\s+/g, " ").slice(0, 160)}` : "";
|
|
754
|
+
return ` [${it.id}] ${when}${it.title || "Untitled"}${who ? `\n (${who})` : ""}${snip}`;
|
|
755
|
+
});
|
|
756
|
+
return { content: [{ type: "text", text:
|
|
757
|
+
`Unresolved meetings (${r.unresolved.length}) — resolve each with resolve_unresolved(id, focus):\n${lines.join("\n")}` }] };
|
|
758
|
+
}
|
|
759
|
+
);
|
|
760
|
+
|
|
761
|
+
// ===========================================================================
|
|
762
|
+
// TOOL: resolve_unresolved — POST /v2/unresolved/:id/resolve
|
|
763
|
+
// Attach an unresolved meeting to a contact and re-run the full ingest pipeline.
|
|
764
|
+
// ===========================================================================
|
|
765
|
+
server.tool(
|
|
766
|
+
"resolve_unresolved",
|
|
767
|
+
"Attach an unresolved meeting (from list_unresolved) to the contact it belongs to. Pass the item id and " +
|
|
768
|
+
"`focus` (the person's email, entity UUID, or name). This links the meeting's detected email to that " +
|
|
769
|
+
"contact for next time, then re-runs the NORMAL pipeline — the call lands on their timeline with notes " +
|
|
770
|
+
"and the usual claim/insight extraction, exactly as a clean webhook would. Use after list_unresolved once " +
|
|
771
|
+
"you've decided who a call belongs to. If `focus` is a name that matches several people, you'll get an error " +
|
|
772
|
+
"with candidates — pass the specific entity UUID.",
|
|
773
|
+
{
|
|
774
|
+
id: z.string().describe("The unresolved item id from list_unresolved"),
|
|
775
|
+
focus: z.string().describe("Who the meeting belongs to — an email, entity UUID, or full name"),
|
|
776
|
+
},
|
|
777
|
+
async ({ id, focus }) => {
|
|
778
|
+
const r = await post(`/v2/unresolved/${encodeURIComponent(id)}/resolve`, { focus });
|
|
779
|
+
if (r?.ambiguous) {
|
|
780
|
+
const cands = (r.candidates || []).map(c =>
|
|
781
|
+
` ${c.name || c.entity_id}${c.company ? ` (${c.company})` : ""} — ${c.entity_id}`).join("\n");
|
|
782
|
+
return { content: [{ type: "text", text:
|
|
783
|
+
`"${focus}" matches several people — re-run resolve_unresolved with the exact entity UUID:\n${cands}` }] };
|
|
784
|
+
}
|
|
785
|
+
if (r?.error === "contact_not_found") {
|
|
786
|
+
return { content: [{ type: "text", text: `No contact matched "${focus}". Try an email or the exact entity UUID.` }] };
|
|
787
|
+
}
|
|
788
|
+
if (r?.already) {
|
|
789
|
+
return { content: [{ type: "text", text: "Already resolved." }] };
|
|
790
|
+
}
|
|
791
|
+
if (r?.resolved) {
|
|
792
|
+
return { content: [{ type: "text", text: `Resolved — the meeting is now on ${focus}'s timeline with notes and extracted facts (contact ${r.entity_id}).` }] };
|
|
793
|
+
}
|
|
794
|
+
return { content: [{ type: "text", text:
|
|
795
|
+
`Linked to contact ${r.entity_id ?? focus}, but the re-ingest logged nothing (it may have already been recorded, or the transcript is no longer fetchable). Worker: ${JSON.stringify(r.worker || {})}` }] };
|
|
796
|
+
}
|
|
797
|
+
);
|
|
798
|
+
|
|
698
799
|
// ===========================================================================
|
|
699
800
|
// TOOL: campaign_performance — GET /v2/campaigns/performance
|
|
700
801
|
// The aggregate outbound feedback loop: which campaign/variant earns positive
|
|
@@ -899,13 +1000,13 @@ export function createServer() {
|
|
|
899
1000
|
|
|
900
1001
|
// ===========================================================================
|
|
901
1002
|
// TOOLS: get_foundation / sync_foundation — the POLICY layer (vs. facts).
|
|
902
|
-
//
|
|
903
|
-
//
|
|
1003
|
+
// The one foundation Nous keeps is the ICP: a versioned rule-doc that GOVERNS how
|
|
1004
|
+
// accounts are scored and qualified. Read it BEFORE scoring; push file edits back so
|
|
904
1005
|
// every agent obeys the same rules. GET/POST /v2/foundations.
|
|
905
1006
|
// ===========================================================================
|
|
906
1007
|
const getFoundationSchema = {
|
|
907
|
-
kind: z.enum(["
|
|
908
|
-
.describe("Which policy to read.
|
|
1008
|
+
kind: z.enum(["icp"]).optional()
|
|
1009
|
+
.describe("Which policy to read. Nous keeps one foundation: the ICP."),
|
|
909
1010
|
};
|
|
910
1011
|
const getFoundationHandler = async ({ kind }) => {
|
|
911
1012
|
const r = await get("/v2/foundations", kind ? { kind } : undefined);
|
|
@@ -923,14 +1024,12 @@ export function createServer() {
|
|
|
923
1024
|
"The user's foundations (read one with get_foundation(kind)):\n" + lines.join("\n") }] };
|
|
924
1025
|
};
|
|
925
1026
|
server.tool("get_foundation",
|
|
926
|
-
"Read
|
|
927
|
-
"
|
|
928
|
-
"read 'voice' and 'outreach'; before scoring or qualifying read 'icp'; for messaging read 'positioning'. " +
|
|
929
|
-
"Omit kind to list all four.",
|
|
1027
|
+
"Read the ICP FOUNDATION — the user's rules for who counts as a fit. This is RULES TO OBEY, not facts. " +
|
|
1028
|
+
"Read it BEFORE you score or qualify an account.",
|
|
930
1029
|
getFoundationSchema, getFoundationHandler);
|
|
931
1030
|
|
|
932
1031
|
const syncFoundationSchema = {
|
|
933
|
-
kind: z.enum(["
|
|
1032
|
+
kind: z.enum(["icp"]).optional().describe("The foundation to update. Nous holds only the ICP; positioning, voice and messaging are not foundations Nous tracks."),
|
|
934
1033
|
body_md: z.string().describe("The full markdown content of the foundation. Follow the Nous document house style so every foundation reads like a clean text file: a '# Title' line, a '> ' one-paragraph lede, an optional plain 'Key: value' block, a '---' divider, then '## Title-case' sections with plain '- ' bullets. Keep it markdown, no decorative formatting."),
|
|
935
1034
|
file_path: z.string().optional().describe("The repo file this mirrors, e.g. 'context/icp/icp.md'. Pass it when syncing a Claude Code file so the source is recorded as the file."),
|
|
936
1035
|
};
|
|
@@ -941,7 +1040,7 @@ export function createServer() {
|
|
|
941
1040
|
};
|
|
942
1041
|
server.tool("sync_foundation",
|
|
943
1042
|
"Push a foundation's content into Nous so the graph stays current. You MUST call this in the SAME turn " +
|
|
944
|
-
"whenever you edit
|
|
1043
|
+
"whenever you edit the ICP file in the repo (e.g. context/icp.md), passing the " +
|
|
945
1044
|
"file's new content and its path, so Nous mirrors it and every other agent obeys the same rules. An " +
|
|
946
1045
|
"edited foundation file that isn't synced is silently inert — other agents keep reading the old rules. " +
|
|
947
1046
|
"MIRROR, DO NOT REWRITE: when the user already has a foundation file, sync it AS-IS. Their file is the " +
|
|
@@ -952,38 +1051,6 @@ export function createServer() {
|
|
|
952
1051
|
"(For the ICP/context files specifically, sync_icp is the sync — use that one.)",
|
|
953
1052
|
syncFoundationSchema, syncFoundationHandler);
|
|
954
1053
|
|
|
955
|
-
// ===========================================================================
|
|
956
|
-
// TOOL: get_insights — what Nous LEARNED about us from calls (the mirror of
|
|
957
|
-
// foundations). Insights are auto-extracted from call transcripts into four docs:
|
|
958
|
-
// product, positioning, market, buyer. READ-ONLY over MCP — the extractor
|
|
959
|
-
// authors them, not agents. GET /v2/insights[?category=].
|
|
960
|
-
// ===========================================================================
|
|
961
|
-
const getInsightsSchema = {
|
|
962
|
-
category: z.enum(["product", "positioning", "market", "buyer"]).optional()
|
|
963
|
-
.describe("Which insight doc to read. Omit to list all four."),
|
|
964
|
-
};
|
|
965
|
-
const getInsightsHandler = async ({ category }) => {
|
|
966
|
-
const r = await get("/v2/insights", category ? { category } : undefined);
|
|
967
|
-
const docs = r.insights || [];
|
|
968
|
-
if (!docs.length) return { content: [{ type: "text", text:
|
|
969
|
-
"No insights captured yet. They fill automatically from call transcripts (product, positioning, market, buyer)." }] };
|
|
970
|
-
if (category) {
|
|
971
|
-
const d = docs[0];
|
|
972
|
-
return { content: [{ type: "text", text:
|
|
973
|
-
`# ${d.title} insights (v${d.version})\n\n${d.body_md || "(empty)"}` }] };
|
|
974
|
-
}
|
|
975
|
-
const lines = docs.map(d => ` ${d.category.padEnd(12)} ${d.title} (v${d.version})`);
|
|
976
|
-
return { content: [{ type: "text", text:
|
|
977
|
-
"What Nous learned about us from calls (read one with get_insights(category)):\n" + lines.join("\n") }] };
|
|
978
|
-
};
|
|
979
|
-
server.tool("get_insights",
|
|
980
|
-
"Read INSIGHTS — what Nous learned about US from call transcripts, the mirror of the foundations/foundations " +
|
|
981
|
-
"the user authors. Four docs: product (what to build), positioning (how to message), market (segments, " +
|
|
982
|
-
"wedges, channels), buyer (ICP, the pain that drives the purchase). These accumulate automatically after " +
|
|
983
|
-
"every call. Read them when working on product direction, messaging, GTM strategy, or targeting. Omit " +
|
|
984
|
-
"category to list all four.",
|
|
985
|
-
getInsightsSchema, getInsightsHandler);
|
|
986
|
-
|
|
987
1054
|
// ===========================================================================
|
|
988
1055
|
// TOOL: save_note — POST /v2/notes
|
|
989
1056
|
// Attach a long-form artifact to a CONTACT: a meeting brief you wrote, a
|
|
@@ -1017,35 +1084,11 @@ export function createServer() {
|
|
|
1017
1084
|
},
|
|
1018
1085
|
);
|
|
1019
1086
|
|
|
1020
|
-
//
|
|
1021
|
-
//
|
|
1022
|
-
//
|
|
1023
|
-
//
|
|
1024
|
-
//
|
|
1025
|
-
// notes (thoughts, decisions, briefs, content) without writing anything without
|
|
1026
|
-
// consent. Distinct from `save_note` (which attaches a document to a CONTACT's
|
|
1027
|
-
// record) — this is the member's private vault, not an account.
|
|
1028
|
-
// ===========================================================================
|
|
1029
|
-
server.tool(
|
|
1030
|
-
"propose_vault_file",
|
|
1031
|
-
"Propose a markdown file into the member's personal vault (their private notes, not an " +
|
|
1032
|
-
"account). It lands in their INBOX as a proposal — the member approves it before it's filed " +
|
|
1033
|
-
"into a folder and synced to their Git; nothing is written without their approval. Use this to " +
|
|
1034
|
-
"draft a thought, a decision record, a brief, or content for the member to review and keep. " +
|
|
1035
|
-
"Pick the destination folder. This is NOT for notes on a contact (use save_note) and NOT for the " +
|
|
1036
|
-
"GTM profile (use sync_icp).",
|
|
1037
|
-
{
|
|
1038
|
-
folder: z.enum(["inbox", "thoughts", "decisions", "projects", "briefs", "content", "company"])
|
|
1039
|
-
.describe("Where it files once approved. ROUTING: briefs = a one-off account or meeting brief, filed FLAT (no subfolder). projects = ongoing recurring analysis by area (with a subfolder): pipeline/funnel review -> projects, subfolder 'pipeline'; campaign analysis -> projects, subfolder 'campaigns'; an initiative -> projects, subfolder = its name. content = anything to publish/send (post, newsletter, outbound copy, market/research write-up). decisions = a decision. thoughts = a loose idea. company = the company's own context. Don't pick 'inbox' — that's where it lands to await approval."),
|
|
1040
|
-
name: z.string().describe("The file name, ending in .md, for what it is plus the date, e.g. 'Pipeline Review — 2026-08-12.md'."),
|
|
1041
|
-
content: z.string().describe("The full markdown content of the file."),
|
|
1042
|
-
subfolder: z.string().optional().describe("REQUIRED for 'projects' — the area: 'pipeline', 'campaigns', or the initiative name. Leave empty for 'briefs' (flat) and other folders."),
|
|
1043
|
-
},
|
|
1044
|
-
async ({ folder, name, content, subfolder }) => {
|
|
1045
|
-
await post("/v2/personal/propose", { folder, name, content, subfolder });
|
|
1046
|
-
return { content: [{ type: "text", text: `Proposed "${name}" into ${folder}. It's waiting in the member's inbox for approval.` }] };
|
|
1047
|
-
},
|
|
1048
|
-
);
|
|
1087
|
+
// (Retired 2026-08-22) propose_vault_file — the agent no longer authors files into a
|
|
1088
|
+
// member's personal vault. The vault surface is now the Sync page only (connect a repo);
|
|
1089
|
+
// Nous auto-pushes account/people EVIDENCE to `nous/` in that repo, and agent-authored
|
|
1090
|
+
// knowledge lives Nous-side (save_note on the account record), not as approval-gated files.
|
|
1091
|
+
// The inbox approval flow was retired with it. See AIOS decisions/log.md 2026-08-22.
|
|
1049
1092
|
|
|
1050
1093
|
// ===========================================================================
|
|
1051
1094
|
// TOOL: search_notes — POST /v2/notes/search
|
|
@@ -1097,8 +1140,9 @@ export function createServer() {
|
|
|
1097
1140
|
"carries its own why/how). Nous is operated by you, the agent — call this at the START of a session " +
|
|
1098
1141
|
"and walk the user top-down through the steps it returns; the server sequences them by current " +
|
|
1099
1142
|
"state, so trust that order. Two constraints when acting on them: (1) Gmail (Google OAuth) and " +
|
|
1100
|
-
"LinkedIn
|
|
1101
|
-
"
|
|
1143
|
+
"LinkedIn need a browser sign-in you can't perform — but you're not stuck: call connect_integration " +
|
|
1144
|
+
"with just the provider ('gmail' or 'linkedin') to get a one-click connect link, and send the user " +
|
|
1145
|
+
"that link. Key-based tools (Prospeo, Apollo, Instantly, HubSpot token) you connect directly via " +
|
|
1102
1146
|
"connect_integration, and CSV import is a user action in the app. (2) Respect the plan — never push " +
|
|
1103
1147
|
"a feature it doesn't include (e.g. CRM sync on free). Recommend the next 1-2 steps, don't dump the " +
|
|
1104
1148
|
"whole list.",
|
|
@@ -1138,7 +1182,7 @@ export function createServer() {
|
|
|
1138
1182
|
lines.push(` ${mark(setup.gtm_playbook?.done)} GTM foundation${setup.gtm_playbook?.model ? " (scoring model live)" : ""}${setup.gtm_playbook?.stale_facts ? ` · ${setup.gtm_playbook.stale_facts} stale fact(s)` : ""}`);
|
|
1139
1183
|
if (setup.icp_sync) {
|
|
1140
1184
|
const sy = setup.icp_sync;
|
|
1141
|
-
lines.push(` ⟳ ICP synced from ${sy.synced_from} (${relAge(sy.synced_at)})${sy.model_changed ? " · model has CHANGED since
|
|
1185
|
+
lines.push(` ⟳ ICP synced from ${sy.synced_from} (${relAge(sy.synced_at)})${sy.model_changed ? " · model has CHANGED since" : ""}`);
|
|
1142
1186
|
}
|
|
1143
1187
|
const ints = setup.integrations?.connected ?? [];
|
|
1144
1188
|
lines.push(` ${mark((setup.integrations?.count ?? 0) > 0)} Integrations (${setup.integrations?.count ?? 0})${ints.length ? `: ${ints.map((i) => i.name).join(", ")}` : ""}`);
|
|
@@ -1154,6 +1198,8 @@ export function createServer() {
|
|
|
1154
1198
|
lines.push("");
|
|
1155
1199
|
lines.push("RECOMMENDED CHANNELS (connect these first):");
|
|
1156
1200
|
lines.push(` ${mark(rec.email)} Email / Gmail ${mark(rec.linkedin)} LinkedIn ${mark(rec.meeting_notetaker)} Meeting note-taker`);
|
|
1201
|
+
if (!rec.email) lines.push(` → send the user this one-click Gmail connect link: ${connectLink("gmail")}`);
|
|
1202
|
+
if (!rec.linkedin) lines.push(` → send the user this one-click LinkedIn connect link: ${connectLink("linkedin")}`);
|
|
1157
1203
|
lines.push(` Records imported: ${setup.records?.count ?? 0}`);
|
|
1158
1204
|
|
|
1159
1205
|
if (s.next_steps?.length) {
|
|
@@ -1272,6 +1318,19 @@ export function createServer() {
|
|
|
1272
1318
|
);
|
|
1273
1319
|
|
|
1274
1320
|
// ===========================================================================
|
|
1321
|
+
// A closed deal as the agent may supply it. A bare domain is the original shape and still
|
|
1322
|
+
// works; the object form carries the money and the date, which the forecast needs. Widened
|
|
1323
|
+
// rather than replaced so nothing that already calls this breaks.
|
|
1324
|
+
const CLOSED_DEAL = z.union([
|
|
1325
|
+
z.string(),
|
|
1326
|
+
z.object({
|
|
1327
|
+
domain: z.string().describe("Company domain, e.g. 'acme.com' — no scheme."),
|
|
1328
|
+
amount: z.number().optional().describe("Deal value in major units (48000, not 4800000)."),
|
|
1329
|
+
currency: z.string().optional().describe("ISO code or symbol. Defaults to the workspace currency."),
|
|
1330
|
+
closed_at: z.string().optional().describe("When it actually closed, ISO date. Drives every cycle-time measurement, so pass the real date rather than today's."),
|
|
1331
|
+
}),
|
|
1332
|
+
]);
|
|
1333
|
+
|
|
1275
1334
|
// TOOL: train_icp_model — POST /v2/workspace/closed-deals
|
|
1276
1335
|
// Build the ICP model from REAL outcomes via contrastive lift (won vs lost).
|
|
1277
1336
|
// ===========================================================================
|
|
@@ -1282,11 +1341,18 @@ export function createServer() {
|
|
|
1282
1341
|
"have there, and runs contrastive lift (what's true of winners but not losers) to discover the " +
|
|
1283
1342
|
"signals that actually predict revenue — then re-scores open accounts. This is the strongest way " +
|
|
1284
1343
|
"to build the foundation: a model trained on who actually bought beats one inferred from a " +
|
|
1285
|
-
"description. Ask the user for a handful of each (even 3-5 won + 3-5 lost helps).
|
|
1286
|
-
"
|
|
1344
|
+
"description. Ask the user for a handful of each (even 3-5 won + 3-5 lost helps). " +
|
|
1345
|
+
"ALWAYS ASK FOR THE DEAL AMOUNT AND THE DATE IT CLOSED where the user knows them, and pass " +
|
|
1346
|
+
"them: they are what the revenue forecast is built from, and a deal imported without them " +
|
|
1347
|
+
"teaches the model who buys but not what a deal is worth or how long one takes. A bare domain " +
|
|
1348
|
+
"string still works when that is all the user has.",
|
|
1287
1349
|
{
|
|
1288
|
-
won: z.array(
|
|
1289
|
-
|
|
1350
|
+
won: z.array(CLOSED_DEAL).optional().describe(
|
|
1351
|
+
"Closed-won deals. Either a bare domain ('acme.com') or, much better, " +
|
|
1352
|
+
"{ domain, amount, currency, closed_at } — e.g. " +
|
|
1353
|
+
"{ domain: 'acme.com', amount: 48000, currency: 'USD', closed_at: '2026-03-14' }."),
|
|
1354
|
+
lost: z.array(CLOSED_DEAL).optional().describe(
|
|
1355
|
+
"Closed-lost deals, same shape as `won`. The amount is what the deal WOULD have been worth."),
|
|
1290
1356
|
},
|
|
1291
1357
|
async ({ won, lost }) => {
|
|
1292
1358
|
try {
|
|
@@ -1317,8 +1383,8 @@ export function createServer() {
|
|
|
1317
1383
|
// The file→Nous half of the ICP symbiosis. In Claude Code the user often
|
|
1318
1384
|
// already keeps their ICP/positioning as markdown (context/icp.md, etc.). Don't
|
|
1319
1385
|
// make them re-author it in Nous — READ those files and sync them here. Nous
|
|
1320
|
-
// mirrors each section and remembers the file path so
|
|
1321
|
-
//
|
|
1386
|
+
// mirrors each section and remembers the file path so the learned model can be
|
|
1387
|
+
// written back into the same file. Their file stays the source of
|
|
1322
1388
|
// truth for the prose; Nous owns the learned scoring half.
|
|
1323
1389
|
// ===========================================================================
|
|
1324
1390
|
server.tool(
|
|
@@ -1333,7 +1399,7 @@ export function createServer() {
|
|
|
1333
1399
|
"Market, messaging.md -> Notes) — one entry per file, do NOT dump several files' content into ICP. " +
|
|
1334
1400
|
"If one file holds several sections under headers, split it by header into multiple entries. " +
|
|
1335
1401
|
"Nous keeps a served copy of the prose and rebuilds the ICP scoring model from it; " +
|
|
1336
|
-
"the recorded source_path is
|
|
1402
|
+
"the recorded source_path is where the learned model is written back. " +
|
|
1337
1403
|
"INCLUDE EXCLUSIONS: if the ICP names who they will NOT work with (e.g. 'not cold-calling " +
|
|
1338
1404
|
"agencies', 'no pure branding/messaging shops'), keep that text IN the ICP section — Nous turns " +
|
|
1339
1405
|
"each stated exclusion into a hard disqualifier that caps those accounts below Not-ICP, even when " +
|
|
@@ -1346,7 +1412,7 @@ export function createServer() {
|
|
|
1346
1412
|
"MANDATORY RE-SYNC: whenever you (or the user) edit the ICP/context file — add or change an exclusion, " +
|
|
1347
1413
|
"reword the ICP, retarget — you MUST call sync_icp again in the SAME turn. The edit does NOT change the " +
|
|
1348
1414
|
"ICP score, the exclusions, or the scoring model until you do; an unsynced file edit is silently inert. " +
|
|
1349
|
-
"The ICP section's source_path matters most (it's the write-back target for
|
|
1415
|
+
"The ICP section's source_path matters most (it's the write-back target for the learned model).",
|
|
1350
1416
|
{
|
|
1351
1417
|
sections: z.array(z.object({
|
|
1352
1418
|
section: z.enum(["ICP", "Market", "Product", "Pricing", "Competitors", "Positioning", "GTM Motion", "Notes"])
|
|
@@ -1374,11 +1440,11 @@ export function createServer() {
|
|
|
1374
1440
|
const sig = r.signals ?? [];
|
|
1375
1441
|
if (r.model_status === "created" && sig.length) {
|
|
1376
1442
|
lines.push("", `Built the ICP scoring model — ${sig.length} signal${sig.length === 1 ? "" : "s"}.`);
|
|
1377
|
-
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
|
|
1443
|
+
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.");
|
|
1378
1444
|
} else if (r.model_status === "no_icp_memory") {
|
|
1379
1445
|
lines.push("", "Synced, but there wasn't enough ICP content to build a scoring model — make sure the ICP section has real content.");
|
|
1380
1446
|
} else {
|
|
1381
|
-
lines.push("", "Context synced.
|
|
1447
|
+
lines.push("", "Context synced.");
|
|
1382
1448
|
}
|
|
1383
1449
|
return { content: [{ type: "text", text: lines.join("\n").trim() }] };
|
|
1384
1450
|
} catch (e) {
|
|
@@ -1393,49 +1459,6 @@ export function createServer() {
|
|
|
1393
1459
|
}
|
|
1394
1460
|
);
|
|
1395
1461
|
|
|
1396
|
-
// ===========================================================================
|
|
1397
|
-
// TOOL: export_icp_model — GET /v2/workspace/icp/model
|
|
1398
|
-
// The Nous→file half of the ICP symbiosis. Nous learns which signals actually
|
|
1399
|
-
// predict a win (lift + calibration) from real outcomes; this returns that
|
|
1400
|
-
// learned model as a ready-to-write fenced block, which the agent writes back
|
|
1401
|
-
// into the user's own ICP file with its native editor. Server renders the
|
|
1402
|
-
// block so the format is controlled centrally — the agent just persists it.
|
|
1403
|
-
// ===========================================================================
|
|
1404
|
-
server.tool(
|
|
1405
|
-
"export_icp_model",
|
|
1406
|
-
"Get the LEARNED ICP scoring model (which signals predict a win, their weight, lift, and the " +
|
|
1407
|
-
"calibration gap) as a ready-to-write markdown block, and write it back into the user's own ICP " +
|
|
1408
|
-
"file. This is the payoff of the symbiosis: their file keeps the words, Nous keeps the model, and " +
|
|
1409
|
-
"this writes the model under their words. CLAUDE CODE flow: call this after sync_icp or after " +
|
|
1410
|
-
"train_icp_model, then with your file tools open `target_path`, and if the file already has a " +
|
|
1411
|
-
"block between '<!-- nous:icp start -->' and '<!-- nous:icp end -->' REPLACE that whole block with " +
|
|
1412
|
-
"the returned `block`; if not, append the returned `block` (e.g. replacing a '## [To refine]' " +
|
|
1413
|
-
"placeholder). Never edit inside the markers by hand — this tool regenerates them. Everything " +
|
|
1414
|
-
"OUTSIDE the markers is the user's; never touch it.",
|
|
1415
|
-
{},
|
|
1416
|
-
async () => {
|
|
1417
|
-
const r = await get("/v2/workspace/icp/model");
|
|
1418
|
-
if (!r.has_model) {
|
|
1419
|
-
return { content: [{ type: "text", text:
|
|
1420
|
-
"No ICP scoring model yet. Sync the user's ICP file with sync_icp first (or build one with " +
|
|
1421
|
-
"build_icp_model / train_icp_model), then call this to write it back." }] };
|
|
1422
|
-
}
|
|
1423
|
-
// Lift can only be learned from WINS, so a win-less cohort (losses only) is
|
|
1424
|
-
// still seed estimates — don't claim it's "trained on real closed deals".
|
|
1425
|
-
const wonCount = r.calibration?.won ?? 0;
|
|
1426
|
-
const lostCount = r.calibration?.lost ?? 0;
|
|
1427
|
-
const note = wonCount > 0
|
|
1428
|
-
? "This model is trained on real closed deals (lift + calibration shown)."
|
|
1429
|
-
: lostCount > 0
|
|
1430
|
-
? `Still seed estimates — ${lostCount} closed-lost recorded but no closed-won yet to learn lift from. Add closed-won with train_icp_model to sharpen it.`
|
|
1431
|
-
: "This model is seeded from the ICP only — add closed deals with train_icp_model to sharpen it.";
|
|
1432
|
-
return { content: [{ type: "text", text:
|
|
1433
|
-
`Write the block below into ${r.target_path} with your file editor — replace any existing block ` +
|
|
1434
|
-
`between the nous:icp markers, or append it if there's none (create the file/section if absent). ` +
|
|
1435
|
-
`Leave everything outside the markers untouched. ${note}\n\n${r.block}` }] };
|
|
1436
|
-
}
|
|
1437
|
-
);
|
|
1438
|
-
|
|
1439
1462
|
// ===========================================================================
|
|
1440
1463
|
// TOOL: connect_integration — POST /v2/workspace/integrations
|
|
1441
1464
|
// The agent connects a KEY-BASED integration for the user (no clicking through
|
|
@@ -1448,21 +1471,34 @@ export function createServer() {
|
|
|
1448
1471
|
"authenticates with an API key or token (e.g. Apollo, Prospeo, Instantly, HubSpot private-app " +
|
|
1449
1472
|
"token, Pipedrive, Attio, Smartlead, HeyReach). Ask the user for the provider's API key, then " +
|
|
1450
1473
|
"call this; it verifies the credentials before saving. Providers that use a browser sign-in " +
|
|
1451
|
-
"
|
|
1452
|
-
"
|
|
1474
|
+
"OAuth providers (Gmail, LinkedIn) can't be keyed in — for those, call this tool with just the " +
|
|
1475
|
+
"provider and it returns a one-click connect link to send the user; they finish sign-in in the " +
|
|
1476
|
+
"browser. After connecting an enrichment provider, the account record starts filling in.",
|
|
1453
1477
|
{
|
|
1454
|
-
provider: z.string().describe("Provider name, lowercase — e.g. 'apollo', 'prospeo', 'instantly', 'hubspot', 'pipedrive', 'attio'."),
|
|
1455
|
-
credentials: z.record(z.string()).describe("The provider's credentials as key/value, e.g. { api_key: '...' } or { access_token: '...' }."),
|
|
1478
|
+
provider: z.string().describe("Provider name, lowercase — e.g. 'apollo', 'prospeo', 'instantly', 'hubspot', 'pipedrive', 'attio', or an OAuth provider 'gmail' / 'linkedin'."),
|
|
1479
|
+
credentials: z.record(z.string()).optional().describe("The provider's credentials as key/value, e.g. { api_key: '...' } or { access_token: '...' }. Not needed for OAuth providers (gmail, linkedin) — those return a one-click connect link instead."),
|
|
1456
1480
|
name: z.string().optional().describe("Optional label for the connection."),
|
|
1457
1481
|
},
|
|
1458
1482
|
async ({ provider, credentials, name }) => {
|
|
1483
|
+
// OAuth providers can't be wired up with a key. Instead of a dead-end, hand the
|
|
1484
|
+
// user a one-click link that opens the Integrations page with the connect flow
|
|
1485
|
+
// pre-opened, so a terminal-first user can finish sign-in in their browser.
|
|
1486
|
+
const oauthSlug = OAUTH_CONNECT[String(provider || "").toLowerCase()];
|
|
1487
|
+
if (oauthSlug) {
|
|
1488
|
+
return { content: [{ type: "text", text: `${provider} connects with a browser sign-in, so it can't be wired up with a key. Send the user this one-click link to connect it — they finish the sign-in in their browser and it's live:\n${connectLink(oauthSlug)}` }] };
|
|
1489
|
+
}
|
|
1490
|
+
if (!credentials || !Object.keys(credentials).length) {
|
|
1491
|
+
return { content: [{ type: "text", text: `To connect ${provider} I need its API key. Ask the user for it, then call this tool again with credentials.` }] };
|
|
1492
|
+
}
|
|
1459
1493
|
try {
|
|
1460
1494
|
const r = await post("/v2/workspace/integrations", { provider, credentials, name });
|
|
1461
1495
|
return { content: [{ type: "text", text: `Connected ${r.connection?.provider ?? provider}.${r.message ? ` ${r.message}` : ""}` }] };
|
|
1462
1496
|
} catch (e) {
|
|
1463
1497
|
const msg = String(e?.message ?? e);
|
|
1464
1498
|
if (msg.includes("oauth_provider")) {
|
|
1465
|
-
|
|
1499
|
+
const slug = OAUTH_CONNECT[String(provider || "").toLowerCase()] || "";
|
|
1500
|
+
const link = slug ? `\n${connectLink(slug)}` : "";
|
|
1501
|
+
return { content: [{ type: "text", text: `${provider} uses a browser sign-in, so it can't be connected with a key. Send the user this one-click connect link:${link || " open the Integrations page in the app."}` }] };
|
|
1466
1502
|
}
|
|
1467
1503
|
if (msg.includes("invalid_credentials")) {
|
|
1468
1504
|
return { content: [{ type: "text", text: `Those credentials didn't verify for ${provider}. Ask the user to double-check the key and try again.` }] };
|
|
@@ -1595,8 +1631,8 @@ export function createServer() {
|
|
|
1595
1631
|
|
|
1596
1632
|
// ===========================================================================
|
|
1597
1633
|
// TOOL: send_linkedin_message — the ACT layer. An OUTWARD ACTION: it goes out
|
|
1598
|
-
// through Unipile immediately, it is not a draft. The agent should
|
|
1599
|
-
//
|
|
1634
|
+
// through Unipile immediately, it is not a draft. The agent should `record` the
|
|
1635
|
+
// touch after. Derives the
|
|
1600
1636
|
// workspace from the API key and runs on the workspace's connected LinkedIn
|
|
1601
1637
|
// account. POST /api/linkedin/send-message (verifyAuthEither).
|
|
1602
1638
|
// ===========================================================================
|
|
@@ -1607,8 +1643,7 @@ export function createServer() {
|
|
|
1607
1643
|
"only send a message the user has approved. Address it one of three ways: `linkedin_url` (their " +
|
|
1608
1644
|
"profile URL) or `linkedin_member_id` to start a new conversation, or `chat_id` to REPLY inside an " +
|
|
1609
1645
|
"existing thread. It returns the thread's `chat_id` — keep it so the next reply stays in the same " +
|
|
1610
|
-
"thread. Best practice:
|
|
1611
|
-
"user's rules, and `record` the touch afterward so the graph stays current. Requires a connected " +
|
|
1646
|
+
"thread. Best practice: `record` the touch afterward so the graph stays current. Requires a connected " +
|
|
1612
1647
|
"LinkedIn account (Integrations); it says so if none is connected.",
|
|
1613
1648
|
{
|
|
1614
1649
|
text: z.string().min(1).describe("The message body to send."),
|
|
@@ -1736,28 +1771,6 @@ export function createServer() {
|
|
|
1736
1771
|
// TOOLS: list + introspect — enumerate what's on the workspace, and who you are.
|
|
1737
1772
|
// GET /v2/notes · /v2/workspace/integrations · /v2/workspace/members.
|
|
1738
1773
|
// ===========================================================================
|
|
1739
|
-
server.tool(
|
|
1740
|
-
"list_notes",
|
|
1741
|
-
"List saved notes newest-first (chronological), optionally scoped to one person/company with " +
|
|
1742
|
-
"`focus`. This is the LIST companion to search_notes (which is semantic): use it for \"show me the " +
|
|
1743
|
-
"notes on X\", or to enumerate notes and get their ids — e.g. to pick one to delete_note. Returns " +
|
|
1744
|
-
"id, type, title, date and a snippet for each.",
|
|
1745
|
-
{
|
|
1746
|
-
focus: z.string().optional().describe("Restrict to one person/company (email, LinkedIn URL, entity UUID, or domain). Omit for the whole workspace."),
|
|
1747
|
-
limit: z.number().int().min(1).max(100).optional().describe("Max notes to return (default 20)."),
|
|
1748
|
-
},
|
|
1749
|
-
async ({ focus, limit }) => {
|
|
1750
|
-
const r = await get("/v2/notes", { ...(focus ? { focus } : {}), ...(limit ? { limit } : {}) });
|
|
1751
|
-
if (r.status === "ambiguous") {
|
|
1752
|
-
const opts = (r.candidates ?? []).map(c => ` • ${c.name ?? "(unnamed)"} [${c.entity_id}]`).join("\n");
|
|
1753
|
-
return { content: [{ type: "text", text: `"${focus}" matches several — re-call list_notes with one of these entity ids as focus:\n${opts}` }] };
|
|
1754
|
-
}
|
|
1755
|
-
if (!r.notes?.length) return { content: [{ type: "text", text: focus ? "No notes on that account." : "No notes saved yet." }] };
|
|
1756
|
-
const lines = r.notes.map(n => ` • ${n.title || n.type}${n.date ? ` (${n.date})` : ""} [${n.id}]\n ${n.snippet}`).join("\n");
|
|
1757
|
-
return { content: [{ type: "text", text: `${r.notes.length} note(s)${r.has_more ? " (more available — raise limit)" : ""}:\n${lines}` }] };
|
|
1758
|
-
}
|
|
1759
|
-
);
|
|
1760
|
-
|
|
1761
1774
|
server.tool(
|
|
1762
1775
|
"list_integrations",
|
|
1763
1776
|
"List the integrations connected to this workspace (Gmail, HubSpot, Apollo, Instantly, LinkedIn, …) " +
|
|
@@ -1791,29 +1804,5 @@ export function createServer() {
|
|
|
1791
1804
|
}
|
|
1792
1805
|
);
|
|
1793
1806
|
|
|
1794
|
-
// ===========================================================================
|
|
1795
|
-
// TOOL: get_routing_preferences
|
|
1796
|
-
// The routing preferences that make THIS agent default to Nous for GTM. The
|
|
1797
|
-
// agent applies them itself in Claude Code (write to CLAUDE.md); for claude.ai
|
|
1798
|
-
// the user pastes them into Org preferences. Not applicable to Codex/others.
|
|
1799
|
-
// ===========================================================================
|
|
1800
|
-
server.tool(
|
|
1801
|
-
"get_routing_preferences",
|
|
1802
|
-
"Get the routing preferences that make this agent treat Nous as the DEFAULT for GTM — so it " +
|
|
1803
|
-
"reaches for get_context / get_account instead of raw CRM or HubSpot / Salesforce / Gong / " +
|
|
1804
|
-
"Granola when someone forgets to say \"Nous\". This is an OPTIONAL onboarding step, and " +
|
|
1805
|
-
"CLAUDE CODE-specific. If you are running in Claude Code, set it up for the user: ask whether to " +
|
|
1806
|
-
"apply it to this project (write the returned text to ./CLAUDE.md) or to all projects " +
|
|
1807
|
-
"(~/.claude/CLAUDE.md), then write it there. The user can also paste it into claude.ai → Settings " +
|
|
1808
|
-
"→ Organization preferences (Team/Enterprise) or Personal preferences (Pro). If you are NOT Claude " +
|
|
1809
|
-
"Code (Codex, Cursor, n8n, …), this does not apply — skip it.",
|
|
1810
|
-
{},
|
|
1811
|
-
async () => {
|
|
1812
|
-
return { content: [{ type: "text", text:
|
|
1813
|
-
`Routing preferences (write to the user's CLAUDE.md in Claude Code, or have them paste into ` +
|
|
1814
|
-
`claude.ai → Settings → Organization/Personal preferences):\n\n${ROUTING_PREFERENCES}` }] };
|
|
1815
|
-
}
|
|
1816
|
-
);
|
|
1817
|
-
|
|
1818
1807
|
return server;
|
|
1819
1808
|
}
|