@sellable/mcp 0.1.143 → 0.1.144

package/README.md

@@ -255,9 +255,11 @@ Parallel execution contract:
   through `get_source_scout_registry`. Add new scouts there first; installer,
   Codex config, Claude agent files, and prompts should consume the registry.
 - Post-find-leads scout names also come from `agents/registry.json` and are
-  exposed through `get_post_find_leads_scout_registry`. After source approval,
-  use that registry to launch the filter-leads scout and message-generation
-  scout together when the host supports real subagents.
+  exposed through `get_post_find_leads_scout_registry`. After
+  `confirm_lead_list` imports a non-empty review batch and rows are proven, use
+  that registry to launch the message-generation scout immediately when the host
+  supports real subagents. Launch the filter-leads scout later, only after the
+  user chooses filters.
 - Claude host: use the installed `source-scout-linkedin-engagement`,
   `source-scout-sales-nav`, and `source-scout-prospeo-contact` Task/Agent
   subagents for parallel lead-source scouting only when the current session

package/agents/post-find-leads-message-scout.md

@@ -136,3 +136,47 @@ Return a concise status with:
 - one rendered omit/fallback sample
 - quality-gate pass/fail summary
 - whether final template review is ready or needs revision
+
+When the parent will show the recommendation in chat, format the customer-facing
+message review as Markdown with distinct copy blocks:
+
+````markdown
+## Message Template
+
+**Subject**
+
+```text
+{{tokenized_subject}}
+```
+
+**Body**
+
+```text
+{{tokenized_message_body}}
+```
+
+## Rendered Examples
+
+### Good token fill
+
+```text
+Subject: ...
+
+Hey First,
+
+...
+```
+
+### Good omit / fallback
+
+```text
+Subject: ...
+
+Hey First,
+
+...
+```
+````
+
+Use a table for token rules. Keep explanations outside the fenced `text` blocks
+so the user can quickly see exactly what copy is being approved.

package/agents/registry.json

@@ -168,7 +168,7 @@
       "optionalProducesArtifacts": [],
       "ownership": "lead quality, false-positive patterns, keep/exclude rules, ability-to-pay checks, and production rubric translation only",
       "codex": {
-        "description": "Lead Fit Builder for campaign-backed lead filtering and rubric persistence after source approval.",
+        "description": "Lead Fit Builder for campaign-backed lead filtering and rubric persistence after review-batch import and filter approval.",
         "model": "gpt-5.5",
         "modelReasoningEffort": "high",
         "sandboxMode": "read-only",
@@ -179,7 +179,7 @@
         ]
       },
       "claude": {
-        "description": "Use proactively as Lead Fit Builder after lead source approval to persist campaign rubrics from campaign state.",
+        "description": "Use proactively as Lead Fit Builder after review-batch import and filter approval to persist campaign rubrics from campaign state.",
         "model": "inherit",
         "background": true,
         "maxTurns": 8,

package/dist/server.js

@@ -2,36 +2,35 @@ import { Server } from "@modelcontextprotocol/sdk/server/index.js";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
 import { CallToolRequestSchema, GetPromptRequestSchema, ListPromptsRequestSchema, ListToolsRequestSchema, } from "@modelcontextprotocol/sdk/types.js";
 import { getSkillByName, listSkills } from "./skills.js";
-import { getAuthStatus } from "./tools/auth.js";
-import { handleAddColumn, handleCommitBlueprint, } from "./tools/blueprint-commit.js";
-import { bootstrapCreateCampaign } from "./tools/bootstrap.js";
-import { createCampaign, getCampaign, getCampaignMessagesPreview, getCampaigns, pauseCampaign, startCampaign, updateCampaign, updateCampaignBrief, } from "./tools/campaigns.js";
-import { queueCells, updateCell } from "./tools/cells.js";
-import { handleStartCliLogin, handleWaitForCliLogin, } from "./tools/cli-login.js";
-import { getCampaignContext, hydrateCampaignContextFromCampaign, markCampaignContextDirty, } from "./tools/context.js";
-import { addToCommentCampaign, addToConnectionCampaign, addToInmailCampaign, getEngagedPosts, getOrCreateDirectCampaignTable, pauseDirectCampaign, startDirectCampaign, } from "./tools/direct-campaigns.js";
-import { bootstrapEngage, bootstrapEngageMulti, } from "./tools/engage-bootstrap.js";
-import { searchEngagementPosts } from "./tools/engage-discovery.js";
-import { copySenderConfigTool, getEngageMemoryTool, migrateFlatConfigsTool, recordEngageProvenSearchTool, setEngageStyleGuideTool, upsertEngageTrackedPersonTool, } from "./tools/engage-memory.js";
-import { getEngageStateTool, setEngageStateTool, } from "./tools/engage-state.js";
-import { bulkEnrichWithProspeo, enrichWithProspeo, getProspeoCredits, } from "./tools/enrichment.js";
-import { getCampaignFramework } from "./tools/framework.js";
-import { cancelLeadImport, confirmLeadList, getProviderPrompt, importLeads, loadCsvDomains, loadCsvLinkedinLeads, lookupSalesNavFilter, saveDomainFilters, searchApollo, searchProspeo, searchSalesNav, searchSignals, selectPromisingPosts, setHeadlineICPCriteria, } from "./tools/leads.js";
-import { fetchCompany, fetchCompanyPosts, fetchLinkedInPosts, fetchLinkedInProfile, fetchPostEngagers, getLinkedInProfile, getUserPosts, } from "./tools/linkedin.js";
-import { getCampaignNavigationState } from "./tools/navigation.js";
-import { addOnDemandLeads, createOnDemandCampaign, createOnDemandTable, initOnDemandSequence, pauseOnDemandCampaign, startOnDemandCampaign, } from "./tools/one-off.js";
-import { upsertRubric } from "./tools/processing.js";
-import { completeSenderResearch, getMessagePrompt, getPostFindLeadsScoutRegistry, getSourceScoutRegistry, getSubskillAsset, getSubskillPrompt, listSubskillPrompts, searchSubskillPrompts, } from "./tools/prompts.js";
-import { waitForCampaignTableReady, waitForLeadListReady, } from "./tools/readiness.js";
-import { allTools } from "./tools/registry.js";
-import { getRows, getTableRows, getTableRowsMinimal } from "./tools/rows.js";
-import { addRubricItem, checkRubric, deleteRubricItem, draftRubrics, saveRubrics, selectNecessaryRubrics, updateRubricItem, waitForRubricResults, } from "./tools/rubrics.js";
-import { getSender, listSenders } from "./tools/senders.js";
-import { attachRecommendedSequence, attachSequence, createWorkflowTable, } from "./tools/sequencer.js";
-import { listTables } from "./tools/tables.js";
-import { handleVerifyTableRow } from "./tools/verify-row.js";
+import { authToolDefinitions, getAuthStatus } from "./tools/auth.js";
+import { blueprintCommitToolDefinitions, handleAddColumn, handleCommitBlueprint, } from "./tools/blueprint-commit.js";
+import { bootstrapCreateCampaign, bootstrapToolDefinitions, } from "./tools/bootstrap.js";
+import { campaignToolDefinitions, createCampaign, getCampaign, getCampaignMessagesPreview, getCampaigns, pauseCampaign, startCampaign, updateCampaign, updateCampaignBrief, } from "./tools/campaigns.js";
+import { cellToolDefinitions, queueCells, updateCell } from "./tools/cells.js";
+import { handleStartCliLogin, handleWaitForCliLogin, startCliLoginToolDef, waitForCliLoginToolDef, } from "./tools/cli-login.js";
+import { contextToolDefinitions, getCampaignContext, hydrateCampaignContextFromCampaign, markCampaignContextDirty, } from "./tools/context.js";
+import { addToCommentCampaign, addToConnectionCampaign, addToInmailCampaign, directCampaignToolDefinitions, getEngagedPosts, getOrCreateDirectCampaignTable, pauseDirectCampaign, startDirectCampaign, } from "./tools/direct-campaigns.js";
+import { bootstrapEngage, bootstrapEngageMulti, engageBootstrapToolDefinitions, } from "./tools/engage-bootstrap.js";
+import { engageDiscoveryToolDefinitions, searchEngagementPosts, } from "./tools/engage-discovery.js";
+import { copySenderConfigTool, engageMemoryToolDefinitions, getEngageMemoryTool, migrateFlatConfigsTool, recordEngageProvenSearchTool, setEngageStyleGuideTool, upsertEngageTrackedPersonTool, } from "./tools/engage-memory.js";
+import { engageStateToolDefinitions, getEngageStateTool, setEngageStateTool, } from "./tools/engage-state.js";
+import { bulkEnrichWithProspeo, enrichmentToolDefinitions, enrichWithProspeo, getProspeoCredits, } from "./tools/enrichment.js";
+import { frameworkToolDefinitions, getCampaignFramework, } from "./tools/framework.js";
+import { cancelLeadImport, confirmLeadList, getProviderPrompt, importLeads, leadToolDefinitions, loadCsvDomains, loadCsvLinkedinLeads, lookupSalesNavFilter, saveDomainFilters, searchApollo, searchProspeo, searchSalesNav, searchSignals, selectPromisingPosts, setHeadlineICPCriteria, } from "./tools/leads.js";
+import { fetchCompany, fetchCompanyPosts, fetchLinkedInPosts, fetchLinkedInProfile, fetchPostEngagers, getLinkedInProfile, getUserPosts, linkedinToolDefinitions, } from "./tools/linkedin.js";
+import { getCampaignNavigationState, navigationToolDefinitions, } from "./tools/navigation.js";
+import { addOnDemandLeads, createOnDemandCampaign, createOnDemandTable, initOnDemandSequence, onDemandToolDefinitions, pauseOnDemandCampaign, startOnDemandCampaign, } from "./tools/one-off.js";
+import { processingToolDefinitions, upsertRubric } from "./tools/processing.js";
+import { completeSenderResearch, getMessagePrompt, getPostFindLeadsScoutRegistry, getSourceScoutRegistry, getSubskillAsset, getSubskillPrompt, listSubskillPrompts, promptToolDefinitions, searchSubskillPrompts, } from "./tools/prompts.js";
+import { readinessToolDefinitions, waitForCampaignTableReady, waitForLeadListReady, } from "./tools/readiness.js";
+import { getRows, getTableRows, getTableRowsMinimal, rowToolDefinitions, } from "./tools/rows.js";
+import { addRubricItem, checkRubric, deleteRubricItem, draftRubrics, rubricToolDefinitions, saveRubrics, selectNecessaryRubrics, updateRubricItem, waitForRubricResults, } from "./tools/rubrics.js";
+import { getSender, listSenders, senderToolDefinitions, } from "./tools/senders.js";
+import { attachRecommendedSequence, attachSequence, createWorkflowTable, sequencerToolDefinitions, } from "./tools/sequencer.js";
+import { listTables, tableToolDefinitions } from "./tools/tables.js";
+import { handleVerifyTableRow, verifyRowToolDefinitions, } from "./tools/verify-row.js";
 import { sanitizeWatchUrlsForMcpResult } from "./tools/watch-url-security.js";
-import { addTeammate, createWorkspace, getActiveWorkspace, listWorkspaces, setActiveWorkspace, } from "./tools/workspaces.js";
+import { addTeammate, createWorkspace, getActiveWorkspace, listWorkspaces, setActiveWorkspace, workspaceToolDefinitions, } from "./tools/workspaces.js";
 import { checkForUpdates, logUpdateNotice } from "./update-check.js";
 const server = new Server({
     name: "sellable-mcp",
@@ -42,6 +41,37 @@ const server = new Server({
         prompts: {},
     },
 });
+const allTools = [
+    ...campaignToolDefinitions,
+    ...authToolDefinitions,
+    startCliLoginToolDef,
+    waitForCliLoginToolDef,
+    ...bootstrapToolDefinitions,
+    ...engageBootstrapToolDefinitions,
+    ...engageDiscoveryToolDefinitions,
+    ...workspaceToolDefinitions,
+    ...frameworkToolDefinitions,
+    ...contextToolDefinitions,
+    ...navigationToolDefinitions,
+    ...leadToolDefinitions,
+    ...enrichmentToolDefinitions,
+    ...processingToolDefinitions,
+    ...rubricToolDefinitions,
+    ...readinessToolDefinitions,
+    ...rowToolDefinitions,
+    ...cellToolDefinitions,
+    ...promptToolDefinitions,
+    ...linkedinToolDefinitions,
+    ...onDemandToolDefinitions,
+    ...directCampaignToolDefinitions,
+    ...senderToolDefinitions,
+    ...engageStateToolDefinitions,
+    ...engageMemoryToolDefinitions,
+    ...sequencerToolDefinitions,
+    ...tableToolDefinitions,
+    ...blueprintCommitToolDefinitions,
+    ...verifyRowToolDefinitions,
+];
 function parseOptionalNumber(value) {
     if (typeof value === "number" && Number.isFinite(value))
         return value;

package/dist/tools/auth.js

@@ -22,7 +22,7 @@ function appendUpdateNotice(notice, update) {
 export const authToolDefinitions = [
     {
         name: "get_auth_status",
-        description: "Verify Sellable authentication early. Call this before any campaign work. Also performs a cached Sellable package update check. Returns ok=false with clear guidance when the token is missing, revoked, or the active workspace is not set. When auth succeeds, use _userNotice when workspace context is useful; it is written in customer-facing product language and may include update guidance. CRITICAL: When auth FAILS with a missing/invalid token (error.type is 'config' or 'auth'), the response includes an `agentInstruction` field with the verbatim FTUX magic-link signup flow. Follow agentInstruction VERBATIM. Do NOT show the user error.guidance — that's a fallback for non-interactive contexts only.",
+        description: "Verify Sellable authentication early. Call this before any campaign work. Also performs a cached Sellable package update check. Returns ok=false with clear guidance when the token is missing, revoked, or the active workspace is not set. IMPORTANT: When auth succeeds, ALWAYS tell the user the _userNotice message so they know which workspace is active and whether an update is available. CRITICAL: When auth FAILS with a missing/invalid token (error.type is 'config' or 'auth'), the response includes an `agentInstruction` field with the verbatim FTUX magic-link signup flow. Follow agentInstruction VERBATIM. Do NOT show the user error.guidance — that's a fallback for non-interactive contexts only.",
         inputSchema: {
             type: "object",
             properties: {},
@@ -92,8 +92,8 @@ export async function getAuthStatus() {
         const envLabel = config.activeEnvName || null;
         const wsLabel = workspaceName || activeWorkspaceId;
         const notice = envLabel
-            ? `I’m building this in ${wsLabel} (${envLabel}).`
-            : `I’m building this in ${wsLabel}.`;
+            ? `Workspace: ${wsLabel} (${envLabel})`
+            : `Workspace: ${wsLabel}`;
         return {
             ok: true,
             configPath,
@@ -138,8 +138,8 @@ export async function getAuthStatus() {
             "5) Call `mcp__sellable__wait_for_cli_login({ sessionId })` using the sessionId returned by start_cli_login. " +
             "6) If the result is `error.type === 'tool_timeout_guard'`, IMMEDIATELY re-call wait_for_cli_login with the SAME sessionId — do not narrate, do not call start_cli_login again. Loop until you get a different result. " +
             "7) On `ok: true`, the user is signed in and `~/.sellable/config.json` has been written. Branch on `isReturningUser`: " +
-            "if true, say `You're in — {activeWorkspaceName} workspace, ready to roll.\\n\\nNow — paste the LinkedIn profile or company website for the client/company this campaign is for. I’ll use that to resolve the campaign identity before we pick the target, offer, proof, and lead source.\\n\\ne.g. https://example.com or https://www.linkedin.com/in/client-handle`; " +
-            "if false, say `You're set up — your {activeWorkspaceName} workspace is ready.\\n\\nNow — paste the LinkedIn profile or company website for the client/company this campaign is for. I’ll use that to resolve the campaign identity before we pick the target, offer, proof, and lead source.\\n\\ne.g. https://example.com or https://www.linkedin.com/in/client-handle`";
+            "if true, say `You're in — {activeWorkspaceName} workspace, ready to roll.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.\\n\\ne.g. https://www.linkedin.com/in/your-handle`; " +
+            "if false, say `You're set up — your {activeWorkspaceName} workspace is ready.\\n\\nNow — paste the LinkedIn profile URL of the person you'll be sending campaigns from. Usually that's you (the founder), or whoever's voice the messages should sound like.\\n\\ne.g. https://www.linkedin.com/in/your-handle`";
         if (error instanceof SellableApiError && error.isAuthError) {
             return {
                 ...base,

package/dist/tools/leads.js

@@ -453,7 +453,7 @@ function buildSourceImportWatchNarration({ provider, selectedPostCount, estimate
         visibleState: `The browser is showing ${providerLabel} import progress for ${sourceDetail}.${targetDetail}`,
         agentIntent: "Codex is materializing the approved source into a lead list before cloning only the bounded review batch into the campaign.",
         nextAction: "Wait for source leads, then import the 15-row review batch",
-        safety: "No enrichment, sequence, or sending starts during source import.",
+        safety: "Import is limited to the review batch.",
     };
 }
 function buildSourceImportRecoveryWatchNarration(args) {
@@ -481,7 +481,7 @@ function buildSourceImportRecoveryWatchNarration(args) {
         nextAction: args.reason === "failed" || args.reason === "zero"
             ? "Retry the import or change the approved source"
             : "Wait again, retry readiness, or change the source",
-        safety: "No enrichment, filtering, message cells, sequence, or sending has started.",
+        safety: "The campaign is still at source recovery.",
     };
 }
 function buildFilterChoiceWatchNarration({ sourceLeadCount, reviewRowCount, }) {
@@ -497,7 +497,7 @@ function buildFilterChoiceWatchNarration({ sourceLeadCount, reviewRowCount, }) {
         visibleState: `${reviewCopy} The browser is showing the filter-choice screen and sample rows.`,
         agentIntent: "Codex is pausing on this sample because a mixed review list should be filtered before message review. Skip filters only if the visible rows already look clean.",
         nextAction: "Choose filters or skip",
-        safety: "No enrichment, filtering, Generate Message cells, sequence, or sending starts from this choice.",
+        safety: "This choice sets the filter path.",
         workerStatuses: {
             leadFitBuilder: "idle",
             messageDraftBuilder: "idle",
@@ -511,7 +511,7 @@ function buildSignalDiscoverySearchWatchNarration() {
         visibleState: "The browser is showing Signal Discovery while LinkedIn post searches run.",
         agentIntent: "Codex is searching the approved post themes and will ask before scraping selected engagers into a source list.",
         nextAction: "Review selected posts before scraping",
-        safety: "Search only stores post candidates; it does not import leads, enrich, generate messages, create a sequence, or send.",
+        safety: "Scrape approval is the next gate.",
     };
 }
 function buildSignalDiscoveryResultsWatchNarration(postsReturned) {
@@ -524,7 +524,7 @@ function buildSignalDiscoveryResultsWatchNarration(postsReturned) {
         visibleState: postCopy,
         agentIntent: "Codex is promoting the strongest posts, then it will ask before scraping the selected engager pool.",
         nextAction: "Approve selected posts before scraping",
-        safety: "Post results do not import leads, enrich, generate messages, create a sequence, or send.",
+        safety: "Scrape approval is the next gate.",
     };
 }
 function buildSelectedPostApprovalWatchNarration(selectedPostCount) {
@@ -533,10 +533,61 @@ function buildSelectedPostApprovalWatchNarration(selectedPostCount) {
         headline: "Approve selected-post scrape",
         visibleState: `${selectedPostCount.toLocaleString("en-US")} LinkedIn post${selectedPostCount === 1 ? "" : "s"} selected in Signal Discovery.`,
         agentIntent: "Codex is asking before scraping this selected engager pool into a source list and cloning only the bounded review batch into the campaign.",
-        nextAction: `Scrape ${selectedPostCount.toLocaleString("en-US")} selected post${selectedPostCount === 1 ? "" : "s"} for the bounded review batch`,
-        safety: "Post selection does not import leads, enrich, generate messages, create a sequence, or send.",
+        nextAction: `Approve scraping ${selectedPostCount.toLocaleString("en-US")} Signal Discovery post${selectedPostCount === 1 ? "" : "s"}`,
+        safety: "Scrape approval is the next gate.",
     };
 }
+const SOURCE_RECOMMENDATION_TARGET = 300;
+const SOURCE_RECOMMENDATION_FIT_RATE = 0.15;
+function escapeMarkdownTableCell(value) {
+    return (value || "-").replace(/\|/g, "\\|").replace(/\s+/g, " ").trim();
+}
+function formatApproxInteger(value) {
+    const rounded = value >= 100 ? Math.round(value / 10) * 10 : Math.round(value);
+    return `~${rounded.toLocaleString("en-US")}`;
+}
+function buildSignalDiscoverySourceRecommendation({ selectedPosts, }) {
+    const selectedCount = selectedPosts.length;
+    const totalEngagement = selectedPosts.reduce((sum, post) => sum + (post.likes ?? 0) + (post.comments ?? 0), 0);
+    const tableRows = selectedPosts
+        .map((post) => {
+        const engagement = (post.likes ?? 0) + (post.comments ?? 0);
+        return `| ${escapeMarkdownTableCell(post.authorName)} | ${escapeMarkdownTableCell(post.reason)} | ${formatApproxInteger(engagement)} |`;
+    })
+        .join("\n");
+    const engagersNeeded = Math.ceil(SOURCE_RECOMMENDATION_TARGET / SOURCE_RECOMMENDATION_FIT_RATE);
+    const estimatedGoodFit = totalEngagement * SOURCE_RECOMMENDATION_FIT_RATE;
+    return `## Source Recommendation
+
+Use Signal Discovery first.
+
+**Goal:** ~${SOURCE_RECOMMENDATION_TARGET.toLocaleString("en-US")} good-fit prospects after cleanup, enrichment, and filters<br>
+**Working assumption:** ~${Math.round(SOURCE_RECOMMENDATION_FIT_RATE * 100)}% of raw post engagers become good-fit prospects<br>
+**Engagers needed:** ~${engagersNeeded.toLocaleString("en-US")} raw engagers
+
+### Selected posts
+
+| Post | Why it fits | Visible engagement |
+|---|---|---:|
+${tableRows || "| Selected posts | Campaign-matched public engagement | - |"}
+
+**Total visible pool:** ${formatApproxInteger(totalEngagement)} engagers<br>
+**Estimated good-fit pool at ${Math.round(SOURCE_RECOMMENDATION_FIT_RATE * 100)}%:** ${formatApproxInteger(estimatedGoodFit)} prospects before dedupe/risk cleanup
+
+### Recommendation
+
+Approve scraping these ${selectedCount} posts.
+
+This gives enough volume to target ~${SOURCE_RECOMMENDATION_TARGET.toLocaleString("en-US")} good-fit prospects after cleanup, while keeping the source tied to people already engaging with the campaign's strongest public buying signals.
+
+**First pass:** build the source list, then import only 15 leads into the review batch so we can inspect quality before scaling.
+
+**Fallback:** if the review batch is too vendor-heavy, agency-heavy, or off-ICP, switch to Sales Nav recent activity.
+
+Approval card should say:
+
+**Approve scraping ${selectedCount} Signal Discovery post${selectedCount === 1 ? "" : "s"}?**`;
+}
 function normalizeImportProvider(provider) {
     if (provider === "apollo-ai" || provider === "apollo")
         return "apollo";
@@ -2726,12 +2777,60 @@ export async function selectPromisingPosts(input) {
         currentStep: "signal-discovery",
         watchNarration: buildSelectedPostApprovalWatchNarration(selectionResult.selectedCount),
     });
+    let sourceRecommendation = "";
+    try {
+        const tabsResponse = await api.get(`/api/v3/campaigns/${campaignOfferId}/signal-discovery/tabs`);
+        const reasonsByPostId = new Map(selections.map((selection) => [selection.postId, selection.reason]));
+        const selectedByUrl = new Map();
+        for (const tab of tabsResponse.tabs ?? []) {
+            for (const post of tab.posts ?? []) {
+                if (!post.isSelected)
+                    continue;
+                const urlKey = normalizePostUrl(post.postUrl ?? undefined) ||
+                    post.postUrl ||
+                    post.id ||
+                    "";
+                if (!urlKey)
+                    continue;
+                const directReason = post.id ? reasonsByPostId.get(post.id) : undefined;
+                const urlReason = post.postUrl && reasonsByPostId.get(post.postUrl)
+                    ? reasonsByPostId.get(post.postUrl)
+                    : undefined;
+                selectedByUrl.set(urlKey, {
+                    authorName: post.authorName,
+                    reason: directReason ||
+                        urlReason ||
+                        (post.postContent ? truncate(post.postContent, 70) : null),
+                    likes: post.likes,
+                    comments: post.comments,
+                });
+            }
+        }
+        sourceRecommendation = buildSignalDiscoverySourceRecommendation({
+            selectedPosts: Array.from(selectedByUrl.values()),
+        });
+    }
+    catch {
+        sourceRecommendation = `## Source Recommendation
+
+Use Signal Discovery first.
+
+**Recommendation:** approve scraping the ${selectionResult.selectedCount} selected Signal Discovery post${selectionResult.selectedCount === 1 ? "" : "s"}.
+
+**First pass:** build the source list, then import only 15 leads into the review batch so we can inspect quality before scaling.
+
+Approval card should say:
+
+**Approve scraping ${selectionResult.selectedCount} Signal Discovery post${selectionResult.selectedCount === 1 ? "" : "s"}?**`;
+    }
     return {
         success: true,
         selectedCount: selectionResult.selectedCount,
         unselectedCount: selectionResult.unselectedCount,
         criteriaCount: selectionResult.criteriaCount,
-        message: `Selected ${selectionResult.selectedCount} posts with ${selectionResult.criteriaCount} ICP criteria (persisted). Criteria are already saved to the campaign. Ask the user to approve scraping these selected posts before calling import_leads; the earlier source-plan approval only authorized search/scouting.`,
+        message: `${sourceRecommendation}
+
+Selected ${selectionResult.selectedCount} posts with ${selectionResult.criteriaCount} ICP criteria persisted. Ask the user to approve the specific scraping action before calling import_leads; the earlier source-plan approval only authorized search/scouting.`,
     };
 }
 export async function setHeadlineICPCriteria(input) {

package/dist/tools/processing.d.ts

@@ -60,6 +60,7 @@ export type CampaignRubricsResponse = {
     enableICPFilters: boolean | null;
     currentStep?: string | null;
     workflowTableId: string | null;
+    hasApprovedMessageTemplate?: boolean | null;
     rubrics: RubricItem[];
 };
 export declare function fetchCampaignRubrics(campaignOfferId: string): Promise<CampaignRubricsResponse>;

package/dist/tools/prompts.js

@@ -339,9 +339,9 @@ export function getPostFindLeadsScoutRegistry() {
             reusePolicy: "The first completed Message Draft Builder recommendation remains the default review candidate. Later Lead Fit Builder, Filter Leads, enrichment, or rubric completion may make an enriched rewrite available, but does not automatically retry or replace the initial draft unless campaign/brief/source/list/table/review-batch identity mismatches or the initial output failed.",
         },
         usage: {
-            codex: "After the user approves or auto-confirms the lead source, spawn both returned scout `name` values in one assistant turn only when the current Codex host exposes those custom agents.",
-            claude: "After lead source approval, invoke both returned Task/Agent subagents in one assistant message only when the current Claude session lists those agents, so filter-leads and message generation run concurrently.",
-            parentThreadRule: "Named agents are optional acceleration. If they are absent, do not customer-surface install status; the main thread still orchestrates filter and message branches from CampaignOffer state, selected source state, workflowTableId, and imported review-batch rows. Local markdown/json files are not normal-path inputs. The message drafting branch must load the full generate-messages prompt, must read live campaign/review-batch state through scoped MCP/product tools, and must reject mismatched selectedLeadListId/workflowTableId/campaign/workspace input. Template approval in the parent thread uses the create-campaign-v2 message-review safety gate; do not load the full generate-messages prompt for approval-only review. Join before message review. Do not automatically rerun Message Draft Builder after filters/enrichment finish; show the initial draft by default and offer an enriched rewrite only with explicit user opt-in.",
+            codex: "After confirm_lead_list imports a non-empty bounded review batch and get_rows_minimal proves rows for workflowTableId, spawn the returned Message Draft Builder scout name immediately when the current Codex host exposes that custom agent. Spawn the Lead Fit Builder scout only after the user chooses filters.",
+            claude: "After confirm_lead_list imports a non-empty bounded review batch and get_rows_minimal proves rows for workflowTableId, invoke the returned Message Draft Builder Task/Agent immediately when the current Claude session lists that agent. Invoke the Lead Fit Builder only after the user chooses filters.",
+            parentThreadRule: "Named agents are optional acceleration. If they are absent, do not customer-surface install status; the main thread still orchestrates filter and message branches from CampaignOffer state, selected source state, workflowTableId, and imported review-batch rows. Local markdown/json files are not normal-path inputs. The message drafting branch starts at the review-batch import gate, must load the full generate-messages prompt, must read live campaign/review-batch state through scoped MCP/product tools, and must reject mismatched selectedLeadListId/workflowTableId/campaign/workspace input. Template approval in the parent thread uses the create-campaign-v2 message-review safety gate; do not load the full generate-messages prompt for approval-only review. Join before message review. Do not automatically rerun Message Draft Builder after filters/enrichment finish; show the initial draft by default and offer an enriched rewrite only with explicit user opt-in.",
         },
     };
 }

package/dist/tools/rubrics.js

@@ -86,21 +86,26 @@ async function fetchCampaignOffer(campaignOfferId) {
         workflowTableId: v3.workflowTableId,
         enableICPFilters: v3.enableICPFilters,
         currentStep: v3.currentStep,
+        hasApprovedMessageTemplate: v3.hasApprovedMessageTemplate,
         leadScoringRubrics: v3.rubrics,
     };
 }
 const filterLeadsReadyWatchNarration = {
     stage: "fit-message",
-    headline: "Filter Leads is ready",
-    visibleState: "Filters are enabled, rubrics are saved, and the browser is showing Filter Leads.",
-    agentIntent: "Codex is waiting for the approved message template before running enrichment, filtering, or message cells.",
-    nextAction: "Review or approve the message template before filtering",
+    headline: "Filter rules saved",
+    visibleState: "The browser is staying on Filter Leads with the fit rules saved.",
+    agentIntent: "Codex is preparing the message template for approval before enrichment, filtering, or message cells run.",
+    nextAction: "Review the message template in chat",
     progressLabel: "Fit + message",
-    safety: "Saved rules do not start enrichment, filtering, Generate Message cells, sequence setup, or sending.",
+    safety: "Template approval comes before row execution.",
 };
-function shouldMoveToFilterLeads(currentStep) {
+function shouldMoveToFilterLeads(campaign) {
+    const currentStep = campaign.currentStep;
     if (!currentStep)
         return true;
+    if (currentStep === "messages") {
+        return campaign.hasApprovedMessageTemplate === false;
+    }
     return [
         "confirm-lead-list",
         "filter-choice",
@@ -109,11 +114,11 @@ function shouldMoveToFilterLeads(currentStep) {
         "apply-icp-rubric",
     ].includes(currentStep);
 }
-function buildEnableIcpFiltersPayload(currentStep) {
+function buildEnableIcpFiltersPayload(campaign) {
     const payload = {
         enableICPFilters: true,
     };
-    if (shouldMoveToFilterLeads(currentStep)) {
+    if (shouldMoveToFilterLeads(campaign)) {
         payload.currentStep = "apply-icp-rubric";
         payload.watchNarration = filterLeadsReadyWatchNarration;
     }
@@ -568,7 +573,7 @@ export async function saveRubrics(input) {
     let currentStepSet = false;
     try {
         const api = getApi();
-        const payload = buildEnableIcpFiltersPayload(campaign.currentStep);
+        const payload = buildEnableIcpFiltersPayload(campaign);
         await api.put(`/api/v2/campaign-offers/${input.campaignOfferId}`, payload);
         enableICPFiltersSet = true;
         currentStepSet = payload.currentStep === "apply-icp-rubric";

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sellable/mcp",
-  "version": "0.1.143",
+  "version": "0.1.144",
   "type": "module",
   "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
   "main": "dist/index.js",