@personize/sdk 0.2.0

package/LICENSE

@@ -0,0 +1,190 @@
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package/README.md

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+# Personize SDK
+
+The official Node.js/TypeScript SDK for the Personize Product API. Authenticate with your secret key to access variables, smart context, RAG memory, prompt execution, and agents.
+
+## Installation
+
+```bash
+npm install @personize/sdk
+```
+
+## Quick Start
+
+```typescript
+import { Personize } from '@personize/sdk';
+
+const client = new Personize({
+    secretKey: 'sk_live_...',
+    // baseURL: 'http://localhost:3000' // Optional: for local development
+});
+
+// Verify auth and read plan limits
+const me = await client.me();
+console.log(me.data.plan.name);
+console.log(me.data.plan.limits);
+```
+
+## API Endpoints
+
+| Method | Path | SDK Method |
+| :--- | :--- | :--- |
+| GET | `/api/v1/me` | `client.me()` |
+| GET | `/api/v1/variables` | `client.variables.list()` |
+| GET | `/api/v1/variables/:id/structure` | `client.variables.getStructure(id)` |
+| GET | `/api/v1/variables/:id/section` | `client.variables.getSection(id, opts)` |
+| PATCH | `/api/v1/variables/:id` | `client.variables.update(id, payload)` |
+| POST | `/api/v1/variables` | `client.variables.create(payload)` |
+| DELETE | `/api/v1/variables/:id` | `client.variables.delete(id)` |
+| GET | `/api/v1/collections` | `client.collections.list()` |
+| POST | `/api/v1/ai/smart-context` | `client.ai.smartContext(opts)` |
+| POST | `/api/v1/prompt` | `client.ai.prompt(opts)` |
+| GET | `/api/v1/agents` | `client.agents.list()` |
+| POST | `/api/v1/agents/:id/run` | `client.agents.run(id, opts)` |
+| POST | `/api/v1/memorize_pro` | `client.memory.memorize(opts)` |
+| POST | `/api/v1/batch-memorize` | `client.memory.memorizeBatch(opts)` |
+| POST | `/api/v1/recall_pro` | `client.memory.recall(opts)` |
+| POST | `/api/v1/export` | `client.memory.export(opts)` |
+| POST | `/api/v1/smart-memory-digest` | `client.memory.smartDigest(opts)` |
+| POST | `/api/v1/upsert` | `client.memory.upsert(opts)` |
+| POST | `/api/v1/upsert` | `client.memory.upsertBatch(opts)` |
+
+All endpoints require `Authorization: Bearer sk_live_...` and count against your plan limits.
+
+## Usage
+
+### Variables
+
+```typescript
+// List all variables
+const vars = await client.variables.list();
+
+// Create a variable
+await client.variables.create({ name: 'ICP', value: '...', tags: ['sales'] });
+
+// Update a variable
+await client.variables.update(variableId, { value: 'new content' });
+
+// Get variable structure (headings)
+const structure = await client.variables.getStructure(variableId);
+
+// Get a specific section
+const section = await client.variables.getSection(variableId, { header: '## Pricing' });
+
+// Delete a variable
+await client.variables.delete(variableId);
+```
+
+### Smart Context
+
+```typescript
+const ctx = await client.ai.smartContext({
+    message: 'Write a sales sequence for our top 3 ICPs',
+    tags: ['sales'],
+    excludeTags: ['internal'],
+});
+console.log(ctx.data.compiledContext);
+```
+
+### Prompt Execution
+
+```typescript
+// Simple prompt
+const response = await client.ai.prompt({
+    prompt: 'Summarize our Q4 sales strategy',
+});
+
+// Multi-step instructions with evaluation
+const result = await client.ai.prompt({
+    instructions: [
+        { prompt: 'Analyze the data', maxSteps: 5 },
+        { prompt: 'Write a summary based on the analysis', maxSteps: 3 },
+    ],
+    evaluate: { criteria: 'sales', serverSide: true },
+});
+
+// Output extraction + auto-memorize
+const research = await client.ai.prompt({
+    instructions: [
+        { prompt: 'Research the company using search tools', maxSteps: 5 },
+        { prompt: 'Write a personalized outreach email', maxSteps: 3 },
+    ],
+    outputs: [
+        { name: 'company_profile' },
+        { name: 'outreach_email' },
+    ],
+    memorize: {
+        email: 'john@acme.com',
+        websiteUrl: 'acme.com',
+        type: 'Company',
+        captureToolResults: true,
+    },
+    evaluate: { criteria: 'sales', serverSide: true },
+});
+
+console.log(research.data?.outputs?.company_profile);
+console.log(research.data?.evaluation?.finalScore);
+```
+
+### Memory (RAG)
+
+```typescript
+// Memorize content
+await client.memory.memorize({
+    content: 'Meeting notes: John prefers email contact.',
+    speaker: 'Sales Rep',
+    enhanced: true,
+    tags: ['meetings'],
+    email: 'john@example.com',
+});
+
+// Recall memories
+const results = await client.memory.recall({
+    query: 'What does John prefer?',
+    limit: 5,
+    minScore: 0.7,
+});
+
+// Export/filter records
+const exported = await client.memory.export({
+    groups: [{
+        id: 'g1',
+        logic: 'AND',
+        conditions: [{ field: 'Company', operator: 'EQ', value: 'Acme Corp' }],
+    }],
+    returnRecords: true,
+    pageSize: 50,
+});
+
+// Batch sync — unified call with per-property extractMemories flag
+await client.memory.memorizeBatch({
+    source: 'Hubspot',
+    mapping: {
+        entityType: 'contact',
+        email: 'email',
+        properties: {
+            email:     { sourceField: 'email',    collectionId: 'col_std', collectionName: 'Standard' },
+            full_name: { sourceField: 'fullname', collectionId: 'col_std', collectionName: 'Standard' },
+            notes:     { sourceField: 'notes',    collectionId: 'col_gen', collectionName: 'Generated', extractMemories: true },
+        },
+    },
+    rows: [
+        { email: 'john@acme.com', fullname: 'John Smith', notes: 'VP Sales, interested in enterprise plan' },
+    ],
+});
+
+// Smart memory digest — compiled context for an entity
+const digest = await client.memory.smartDigest({
+    email: 'john@acme.com',
+    type: 'Contact',
+    token_budget: 1000,
+});
+console.log(digest.data?.compiledContext); // ready-to-use markdown for LLM prompts
+
+// Structured upsert — legacy, no AI extraction
+await client.memory.upsert({
+    type: 'Contact',
+    properties: {
+        email: { value: 'john@acme.com', collectionId: 'col_123' },
+        company: { value: 'Acme Corp' },
+    },
+    matchKeys: { email: 'john@acme.com' },
+    source: 'crm-sync',
+});
+```
+
+### Agents
+
+```typescript
+const agents = await client.agents.list();
+
+const result = await client.agents.run(agentId, {
+    inputs: { userMessage: 'Help with onboarding' },
+    email: 'customer@example.com',
+});
+```
+
+### Collections
+
+```typescript
+const collections = await client.collections.list();
+```
+
+## Configuration
+
+| Option | Type | Required | Description |
+| :--- | :--- | :--- | :--- |
+| `secretKey` | string | Yes | Your secret key (`sk_live_...`). |
+| `baseURL` | string | No | Custom API endpoint (default: `https://api.personize.ai`). |
+
+## Test Key (Local Development)
+
+```typescript
+const client = new Personize({
+    secretKey: 'sk_live_TEST_KEY_00000000000000000000000000000000000000000000000000000000',
+    baseURL: 'http://localhost:3000',
+});
+```
+
+## Skills
+
+The SDK ships with AI-assistant skills in `skills/` that teach Claude Code, Codex, and Cursor how to use the SDK for common workflows.
+
+### Integration Builder (`skills/integrations/`)
+
+Build CRM/database sync integrations. Connect Salesforce, HubSpot, Postgres, or any data source to Personize memory with batch memorization and scheduled deployment.
+
+```
+skills/integrations/
+├── CLAUDE.md                  # Main skill instructions
+├── templates/
+│   ├── salesforce.md          # Salesforce connector pattern
+│   ├── hubspot.md             # HubSpot connector pattern
+│   └── postgres.md            # Postgres/MySQL pattern
+└── deploy/
+    ├── Dockerfile             # Container deployment
+    ├── render.yaml            # Render cron service
+    └── github-action.yml      # GitHub Actions schedule
+```
+
+### Governance (`skills/governance/`)
+
+Manage variables as code — maintain a `governance/variables/` folder of `.md` files and sync them to the Personize API.
+
+```
+skills/governance/
+├── CLAUDE.md                  # Main skill instructions
+├── sync.ts                    # CLI sync script
+└── github-action.yml          # CI sync on push
+```
+
+### AI Content Pipelines (`skills/content-pipelines/`)
+
+Build intelligent, memory-powered AI systems that follow a 10-step agentic loop: **Observe → Remember → Recall → Reason → Plan → Decide → Generate → Act → Update → Repeat**. Includes ready-to-run recipe scripts for product intelligence memorization, smart notifications, web page personalization, cold outreach, and more — plus channel delivery templates for SendGrid, Slack, Twilio, and generic webhooks.
+
+```
+skills/content-pipelines/
+├── CLAUDE.md                              # Main skill instructions (10-step loop)
+├── recipes/
+│   ├── product-intelligence.ts            # Memorize everything: usage, ML, searches, content, uploads, telemetry
+│   ├── smart-notification.ts              # Uniquely personalized alerts via smartDigest
+│   ├── web-personalization.ts             # AI generates UI variable values for personalized web pages
+│   ├── cold-outreach-sequence.ts          # 3-email cold outreach with sequence tracking
+│   ├── meeting-prep-brief.ts              # On-demand meeting prep brief generator
+│   ├── product-usage-alert.ts             # Usage monitoring + smart alerts
+│   ├── health-check-message.ts            # Customer health assessment + check-in
+│   └── batch-pipeline.ts                  # Configurable generic batch pipeline
+└── channels/
+    ├── sendgrid.md                        # Email delivery (SendGrid, SES, Resend)
+    ├── slack.md                           # Slack webhooks + Web API
+    ├── twilio.md                          # SMS + WhatsApp via Twilio
+    └── webhook.md                         # Generic HTTP POST (in-app, CRM, Zapier)
+```
+
+### n8n Workflow Builder (`skills/n8n-workflows/`)
+
+Generate importable n8n workflow JSON files that sync data between Personize and 400+ apps — no code required. Supports batch sync in (source → Personize), sync out (Personize → destination), webhook-triggered real-time ingestion, and per-record AI enrichment.
+
+```
+skills/n8n-workflows/
+├── CLAUDE.md                                # Main skill instructions
+└── templates/
+    ├── hubspot-to-personize.json            # HubSpot contacts → Personize
+    ├── gsheets-to-personize.json            # Google Sheets → Personize
+    ├── webhook-to-personize.json            # Webhook → Personize (real-time)
+    └── personize-to-slack.json              # Personize → Slack digest
+```

package/dist/client.d.ts

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+import { PersonizeConfig, ApiResponse, MeResponse, ListOptions, VariablesResponse, VariableSectionOptions, VariableUpdatePayload, VariableCreatePayload, VariableHistoryResponse, VariableHistoryOptions, CollectionsResponse, CollectionCreatePayload, CollectionUpdatePayload, CollectionHistoryOptions, CollectionHistoryResponse, SmartContextOptions, SmartContextResponse, PromptOptions, PromptResponse, AgentRunOptions, MemorizeProOptions, RecallProOptions, ExportOptions, ExportResponse, UpsertOptions, UpsertBatchOptions, BatchMemorizeOptions, SmartDigestOptions, SmartDigestResponse } from './types';
+export declare class Personize {
+    private client;
+    private _organizationId?;
+    private _userId?;
+    private maxRetries;
+    private retryDelay;
+    constructor(config: PersonizeConfig);
+    private resolveIdentity;
+    private getOrganizationId;
+    /**
+     * GET /api/v1/me — Current context (org, user, plan)
+     */
+    me(): Promise<ApiResponse<MeResponse>>;
+    variables: {
+        /**
+         * GET /api/v1/variables — List variables for the organization (paginated).
+         * Pass `limit` and `nextToken` for cursor-based pagination.
+         */
+        list: (options?: ListOptions) => Promise<ApiResponse<VariablesResponse>>;
+        /**
+         * GET /api/v1/variables/:id/structure — Get variable headings
+         */
+        getStructure: (id: string) => Promise<ApiResponse>;
+        /**
+         * GET /api/v1/variables/:id/section — Get a section of a variable by header
+         */
+        getSection: (id: string, options: VariableSectionOptions) => Promise<ApiResponse>;
+        /**
+         * PATCH /api/v1/variables/:id — Partial update to a variable
+         */
+        update: (id: string, payload: VariableUpdatePayload) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/variables — Create a new variable
+         */
+        create: (payload: VariableCreatePayload) => Promise<ApiResponse>;
+        /**
+         * DELETE /api/v1/variables/:id — Delete a variable
+         */
+        delete: (id: string) => Promise<ApiResponse>;
+        /**
+         * GET /api/v1/actions/:id/history — Get version history for a variable
+         */
+        history: (id: string, options?: VariableHistoryOptions) => Promise<ApiResponse<VariableHistoryResponse>>;
+    };
+    collections: {
+        /**
+         * GET /api/v1/collections — List property collections (paginated).
+         * Pass `limit` and `nextToken` for cursor-based pagination.
+         */
+        list: (options?: ListOptions) => Promise<ApiResponse<CollectionsResponse>>;
+        /**
+         * POST /api/v1/collections — Create a new property collection
+         */
+        create: (payload: CollectionCreatePayload) => Promise<ApiResponse>;
+        /**
+         * PATCH /api/v1/collections/:id — Update a property collection (smart merge for properties array)
+         */
+        update: (id: string, payload: CollectionUpdatePayload) => Promise<ApiResponse>;
+        /**
+         * DELETE /api/v1/collections/:id — Delete a property collection
+         */
+        delete: (id: string) => Promise<ApiResponse>;
+        /**
+         * GET /api/v1/collections/:id/history — Version history for a collection.
+         * Use mode='diff' for token-efficient diffs (~80% fewer tokens than full snapshots).
+         */
+        history: (id: string, options?: CollectionHistoryOptions) => Promise<ApiResponse<CollectionHistoryResponse>>;
+    };
+    ai: {
+        /**
+         * POST /api/v1/ai/smart-context — Semantic context routing
+         */
+        smartContext: (options: SmartContextOptions) => Promise<ApiResponse<SmartContextResponse>>;
+        /**
+         * POST /api/v1/prompt — Execute a prompt with tools, output extraction, and evaluation.
+         *
+         * Supports simple mode (single prompt) and advanced mode (multi-step instructions).
+         * Use `outputs` for server-side structured output extraction via `<output>` markers.
+         * Use `evaluate` for server-side auto-evaluation.
+         * Use `memorize` to auto-save outputs and tool results to memory.
+         */
+        prompt: (options: PromptOptions) => Promise<ApiResponse<PromptResponse>>;
+    };
+    agents: {
+        /**
+         * GET /api/v1/agents — List available agents (paginated).
+         * Pass `limit` and `nextToken` for cursor-based pagination.
+         */
+        list: (options?: ListOptions) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/agents/:id/run — Run an agent
+         */
+        run: (id: string, options?: AgentRunOptions) => Promise<ApiResponse>;
+    };
+    memory: {
+        /**
+         * POST /api/v1/memorize_pro — Advanced memorization (RAG)
+         */
+        memorize: (data: MemorizeProOptions) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/recall_pro — Advanced recall with reflection (RAG)
+         */
+        recall: (data: RecallProOptions) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/export — Filter and export records
+         */
+        export: (data: ExportOptions) => Promise<ApiResponse<ExportResponse>>;
+        /**
+         * POST /api/v1/upsert — Structured upsert (no AI extraction)
+         */
+        upsert: (data: UpsertOptions) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/upsert — Batch upsert (memories array format)
+         */
+        upsertBatch: (data: UpsertBatchOptions) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/batch-memorize — Unified batch sync with per-property extractMemories flag.
+         * Properties with extractMemories: true go through AI extraction + vectors.
+         * Properties without it (or false) are stored as structured data only.
+         */
+        memorizeBatch: (data: BatchMemorizeOptions) => Promise<ApiResponse>;
+        /**
+         * POST /api/v1/smart-memory-digest — Get compiled context bundle for an entity.
+         * Combines DynamoDB properties + LanceDB memories into a token-budgeted markdown block.
+         */
+        smartDigest: (data: SmartDigestOptions) => Promise<ApiResponse<SmartDigestResponse>>;
+    };
+}