@sellable/mcp 0.1.144 → 0.1.145

package/README.md

@@ -16,10 +16,11 @@ Each message gets 5+ minutes of Claude attention with deep research - no other t
 
 ### Prompt Source Of Truth
 
-There are two public Sellable entrypoints shared across hosts:
+There are three public Sellable entrypoints shared across hosts:
 
 - `sellable:create-campaign`
 - `sellable:interview`
+- `sellable:load-voice`
 
 The create-campaign public wrapper at
 `mcp/sellable/skills/create-campaign/SKILL.md` handles auth/bootstrap and loads
@@ -32,6 +33,11 @@ from:
 
 - `mcp/sellable/skills/interview/SKILL.md`
 
+The load-voice public wrapper loads the current voice/company memory for use in
+writing, application answers, posts, replies, and reviews from:
+
+- `mcp/sellable/skills/load-voice/SKILL.md`
+
 Keep `create-campaign-v2` internal. Do not advertise it as a public command.
 
 ### 1. One-Command Agent Install
@@ -127,8 +133,9 @@ The installer does the full local setup:
   `mcp__sellable__*` tools into skill sessions
 
 After the installer passes, fully quit and reopen Codex Desktop. Start a new
-thread and select `Sellable Create Campaign` / `Sellable Identity Interview`, or
-invoke `$sellable:create-campaign` / `$sellable:interview`. If the app still says
+thread and select `Sellable Create Campaign`, `Sellable Identity Interview`, or
+`Sellable Load Voice`; or invoke `$sellable:create-campaign`,
+`$sellable:interview`, or `$sellable:load-voice`. If the app still says
 `mcp__sellable__*` tools are missing after the installer passes, check that
 `~/.codex/config.toml` contains both `[marketplaces.sellable]` and
 `[plugins."sellable@sellable"]`.
@@ -141,13 +148,17 @@ Use these names consistently:
 
 - Claude Code command: `/sellable:create-campaign`
 - Claude Code command: `/sellable:interview`
+- Claude Code command: `/sellable:load-voice`
 - Codex command: `$sellable:create-campaign`
 - Codex command: `$sellable:interview`
+- Codex command: `$sellable:load-voice`
 - Codex Desktop plugin: `sellable@sellable`
 - Codex visible skill: `Sellable Create Campaign`
 - Codex visible skill: `Sellable Identity Interview`
+- Codex visible skill: `Sellable Load Voice`
 - Codex skill frontmatter name: `create-campaign`
 - Codex skill frontmatter name: `interview`
+- Codex skill frontmatter name: `load-voice`
 - MCP server name: `sellable`
 - Internal workflow prompt: `create-campaign-v2`
 

package/agents/source-scout-linkedin-engagement.md

@@ -51,7 +51,8 @@ currentStep: "signal-discovery" })` before sampling so the watched Signal
    visible headline/display-name cues only. Do not enrich people during
    viability estimation.
 7. Compute capacity before recommending the source: source target good-fit
-   leads (default 300 unless the parent supplies a target), reachable engagers,
+   leads (default 150 for Signal Discovery unless the parent supplies a target),
+   reachable engagers,
    sampled ICP-fit rate as `n/N` plus an easy percentage/range, expected usable
    leads per 100 engagers before and after a conservative dedupe/cleanup
    factor, required engagers to scrape (`source target / fit rate`), average
@@ -93,8 +94,8 @@ Evidence standards:
   exist, how many sampled engagers looked in-ICP, how many good-fit prospects
   that implies per 100 engagers, how many usable prospects one right-content
   post should yield after cleanup, how many engagers must be scraped for the
-  300-good-fit source target, how many posts are needed for that source target,
+  150-good-fit source target, how many posts are needed for that source target,
   and which posts you would use. Also say the first campaign import remains the
-  bounded 15-row review batch.
+  bounded review batch.
 - If `fetch_post_engagers` is unavailable or fails, report that explicitly and mark the estimate lower-confidence.
 - Keep LinkedIn Engagement viable when selected posts can produce roughly 150+ ICP-fit warm prospects before final filtering, even if Sales Nav is more scalable.

package/agents/source-scout-prospeo-contact.md

@@ -27,7 +27,7 @@ Process:
 1. Read the campaign brief, source intake, kickoff doc, or lane prompt supplied by the parent.
 2. Identify whether this is domain/account targeting or broad persona expansion.
 3. For domain targeting, use or create the standalone `domainFilterId` before searching; never pass raw domains directly into `search_prospeo`.
-4. Run the narrowest useful Prospeo people preview and 1-2 refinements if quality or scale is unclear.
+4. Run the narrowest useful Prospeo people preview and 1-2 refinements if quality or scale is unclear. Check scale against a default 300+ good-fit target, capped at 2,500 source candidates unless the parent supplies a different target.
 5. Call out that Prospeo gives contact/account coverage but usually weaker LinkedIn intent than LinkedIn Engagement or Sales Nav activity slices.
 
 Return a concise structured result with:

package/agents/source-scout-sales-nav.md

@@ -28,8 +28,9 @@ Process:
 2. Preserve target role names with `CURRENT_TITLE` lookups; do not rely on seniority alone when the brief names concrete roles.
 3. When `lookup_sales_nav_filter` returns multiple title options, choose the closest semantic title match instead of the first result.
 4. Build a broad-but-reasonable baseline from role/title, geography, company size, industry/account context, and recent LinkedIn activity when relevant.
-5. Check scale against the source target good-fit lead count (default 300
-   unless the parent supplies a target). If raw preview volume or projected usable volume
+5. Check scale against the source target good-fit lead count (default 300+
+   for Sales Nav, capped at 2,500 source candidates unless the parent supplies a target).
+   If raw preview volume or projected usable volume
    is below target, do not present the tiny result as the scale fallback yet.
    Loosen nonessential filters in order: remove recent-activity first, widen
    adjacent title variants, widen geography/company-size constraints, and only

package/dist/server.js

@@ -2,35 +2,36 @@ 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 { 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 { 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 { sanitizeWatchUrlsForMcpResult } from "./tools/watch-url-security.js";
-import { addTeammate, createWorkspace, getActiveWorkspace, listWorkspaces, setActiveWorkspace, workspaceToolDefinitions, } from "./tools/workspaces.js";
+import { addTeammate, createWorkspace, getActiveWorkspace, listWorkspaces, setActiveWorkspace, } from "./tools/workspaces.js";
 import { checkForUpdates, logUpdateNotice } from "./update-check.js";
 const server = new Server({
     name: "sellable-mcp",
@@ -41,37 +42,6 @@ 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. 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.",
+        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.",
         inputSchema: {
             type: "object",
             properties: {},
@@ -92,8 +92,8 @@ export async function getAuthStatus() {
         const envLabel = config.activeEnvName || null;
         const wsLabel = workspaceName || activeWorkspaceId;
         const notice = envLabel
-            ? `Workspace: ${wsLabel} (${envLabel})`
-            : `Workspace: ${wsLabel}`;
+            ? `I’m building this in ${wsLabel} (${envLabel}).`
+            : `I’m building this in ${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 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 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 (error instanceof SellableApiError && error.isAuthError) {
             return {
                 ...base,

package/dist/tools/leads.js

@@ -14,10 +14,11 @@ const workspaceRoot = resolveWorkspaceRoot(entryDir);
 const skillsRoot = resolveSkillsDir();
 const signalProviderConfigPath = join(skillsRoot, "create-campaign/core/providers/signal-discovery.json");
 const leadImportLimitsPath = join(workspaceRoot, "lead-import-limits.json");
+const campaignSourceDefaultsPath = join(workspaceRoot, "campaign-source-defaults.json");
 const defaultLeadImportLimits = {
     apollo: { maxImportCount: 2500 },
     "sales-nav": { maxImportCount: 2500 },
-    prospeo: { maxImportCount: 10000 },
+    prospeo: { maxImportCount: 2500 },
     "signal-discovery": { maxImportCount: 2500 },
 };
 const defaultSignalDiscoveryConfig = {
@@ -25,6 +26,28 @@ const defaultSignalDiscoveryConfig = {
         promisingPostsTarget: 3,
     },
 };
+const defaultCampaignSourceDefaults = {
+    reviewBatch: {
+        defaultSize: 25,
+        minProjectedPass: 5,
+    },
+    providers: {
+        "signal-discovery": {
+            targetGoodFitLeads: 150,
+            defaultFitRate: 0.15,
+            maxSourceCandidates: 2500,
+            postCoverageBuffer: 1.2,
+        },
+        "sales-nav": {
+            targetGoodFitLeads: 300,
+            maxSourceCandidates: 2500,
+        },
+        prospeo: {
+            targetGoodFitLeads: 300,
+            maxSourceCandidates: 2500,
+        },
+    },
+};
 const prospeoFilterValueSchema = {
     type: "object",
     description: "Include/exclude list filter (values must match Prospeo enums)",
@@ -245,6 +268,39 @@ function loadLeadImportLimits() {
         return defaultLeadImportLimits;
     }
 }
+function loadCampaignSourceDefaults() {
+    if (!existsSync(campaignSourceDefaultsPath)) {
+        return defaultCampaignSourceDefaults;
+    }
+    try {
+        const raw = readFileSync(campaignSourceDefaultsPath, "utf-8");
+        const parsed = JSON.parse(raw);
+        return {
+            reviewBatch: {
+                ...defaultCampaignSourceDefaults.reviewBatch,
+                ...(parsed.reviewBatch ?? {}),
+            },
+            providers: {
+                ...defaultCampaignSourceDefaults.providers,
+                ...(parsed.providers ?? {}),
+            },
+        };
+    }
+    catch {
+        return defaultCampaignSourceDefaults;
+    }
+}
+function getSignalDiscoverySourcePlanDefaults() {
+    const defaults = loadCampaignSourceDefaults();
+    const signalDefaults = defaults.providers["signal-discovery"];
+    const sourceCandidateTarget = Math.min(Math.ceil(signalDefaults.targetGoodFitLeads / signalDefaults.defaultFitRate), signalDefaults.maxSourceCandidates);
+    return {
+        targetGoodFitLeads: signalDefaults.targetGoodFitLeads,
+        defaultFitRate: signalDefaults.defaultFitRate,
+        sourceCandidateTarget,
+        reviewBatchSize: defaults.reviewBatch.defaultSize,
+    };
+}
 function getMaxImportCount(provider) {
     const limits = loadLeadImportLimits();
     const max = limits[provider]?.maxImportCount;
@@ -443,16 +499,16 @@ function buildSourceImportWatchNarration({ provider, selectedPostCount, estimate
             : ""}`
         : `the approved ${providerLabel} source`;
     const targetDetail = typeof targetLeadCount === "number"
-        ? ` Targeting ${targetLeadCount.toLocaleString("en-US")} source leads before the bounded review batch is cloned.`
+        ? ` Targeting ${targetLeadCount.toLocaleString("en-US")} source candidates before the bounded review batch is cloned.`
         : "";
     return {
         stage: "review-batch",
         headline: provider === "signal-discovery"
-            ? "Scraping source leads from posts"
-            : "Importing source leads",
+            ? "Scraping source candidates from posts"
+            : "Importing source candidates",
         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",
+        nextAction: "Wait for source candidates, then import the review batch",
         safety: "Import is limited to the review batch.",
     };
 }
@@ -537,8 +593,6 @@ function buildSelectedPostApprovalWatchNarration(selectedPostCount) {
         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();
 }
@@ -547,6 +601,7 @@ function formatApproxInteger(value) {
     return `~${rounded.toLocaleString("en-US")}`;
 }
 function buildSignalDiscoverySourceRecommendation({ selectedPosts, }) {
+    const { targetGoodFitLeads, defaultFitRate, sourceCandidateTarget, reviewBatchSize, } = getSignalDiscoverySourcePlanDefaults();
     const selectedCount = selectedPosts.length;
     const totalEngagement = selectedPosts.reduce((sum, post) => sum + (post.likes ?? 0) + (post.comments ?? 0), 0);
     const tableRows = selectedPosts
@@ -555,15 +610,14 @@ function buildSignalDiscoverySourceRecommendation({ selectedPosts, }) {
         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;
+    const estimatedGoodFit = totalEngagement * defaultFitRate;
     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:** ~${engagersNeeded.toLocaleString("en-US")} raw engagers
+**Good-fit target:** ~${targetGoodFitLeads.toLocaleString("en-US")} prospects after cleanup, enrichment, and filters<br>
+**Source-candidate plan:** scrape ~${sourceCandidateTarget.toLocaleString("en-US")} raw engagers using a conservative ${Math.round(defaultFitRate * 100)}% fit-rate assumption<br>
+**Review checkpoint:** import the first ${reviewBatchSize.toLocaleString("en-US")} leads into the campaign for fit and message review before scaling
 
 ### Selected posts
 
@@ -572,15 +626,15 @@ Use Signal Discovery first.
 ${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
+**Estimated good-fit pool at ${Math.round(defaultFitRate * 100)}%:** ${formatApproxInteger(estimatedGoodFit)} prospects before dedupe/risk cleanup
 
 ### Recommendation
 
 Approve scraping these ${selectedCount} posts.
 
-This gives enough volume to target ~${SOURCE_RECOMMENDATION_TARGET.toLocaleString("en-US")} good-fit prospects after cleanup, while keeping the source tied to people already engaging with the campaign's strongest public buying signals.
+This gives enough volume to work toward ~${targetGoodFitLeads.toLocaleString("en-US")} good-fit prospects 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.
+**First pass:** build the source list, then import only the ${reviewBatchSize.toLocaleString("en-US")}-lead review batch so we can inspect fit and messages before scaling.
 
 **Fallback:** if the review batch is too vendor-heavy, agency-heavy, or off-ICP, switch to Sales Nav recent activity.
 
@@ -1168,7 +1222,7 @@ export const leadToolDefinitions = [
                 },
                 targetEngagerCount: {
                     type: "number",
-                    description: "Signal Discovery: target number of post engagers to scrape. Compute from source target good-fit leads / sampled fit rate; e.g. 300 good fits at 20% fit requires about 1500 engagers. Limits selected posts before starting scrape.",
+                    description: "Signal Discovery: target number of post engagers/source candidates to scrape. Compute from source target good-fit leads / sampled fit rate; e.g. 150 good fits at 15% fit requires about 1000 engagers. Limits selected posts before starting scrape.",
                 },
                 maxPostsToScrape: {
                     type: "number",
@@ -2811,13 +2865,14 @@ export async function selectPromisingPosts(input) {
         });
     }
     catch {
+        const { reviewBatchSize } = getSignalDiscoverySourcePlanDefaults();
         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.
+**First pass:** build the source list, then import only the ${reviewBatchSize.toLocaleString("en-US")}-lead review batch so we can inspect fit and messages before scaling.
 
 Approval card should say: