@sellable/mcp 0.1.168 → 0.1.170

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sellable/mcp",
-  "version": "0.1.168",
+  "version": "0.1.170",
   "type": "module",
   "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
   "main": "dist/index.js",

package/skills/create-campaign/SKILL.md

@@ -128,28 +128,46 @@ signals, cleanup risk, and confidence basis. If a user asks for a forecast,
 label it explicitly as not estimated from this run.
 
 Before any provider prompt, search, source scout, or signal-discovery call, show
-one source-plan gate and ask for approval. The plan must be visible before the
-question, and this first approval only authorizes finding the best places to
-look for buyers. It does not add anyone to the campaign yet. The gate should
-say:
-
-- given this campaign, the viable source options
-- the recommended first lane
-- why that lane fits the buyer, offer, and likely public activity
-- what will be tested next
-- the fallback lane if relevant posts or ICP engagement look thin
+one source-plan gate and ask for approval. Write this like a fifth grader could
+understand it: short sentences, no internal labels, and no GTM shorthand. The
+plan must be visible before the question, and this first approval only
+authorizes finding the best places to look for buyers. It does not add anyone
+to the campaign yet. The gate should say:
+
+- the buyer groups or places we could check
+- the best place to start
+- why the right buyers are likely to be there
+- what signs the next search will check
+- where you'll look next if the first place is too thin
 - what approval covers in one concise customer-facing line, such as "This only
-  approves me to look for the best places to find buyers. I won't add leads
+  approves me to look for the best places to find buyers. I won't add anyone
   yet."
 
+Use a customer-facing shape like:
+
+```text
+## Find Buyers Plan
+
+I recommend starting with people already talking on LinkedIn about [plain
+topic]. That should help us find buyers who already care about [plain problem].
+
+I'll check whether there are enough good-fit people there. If not, I'll try
+[plain fallback] next.
+
+Approving this means I can look for the best places to find buyers. I won't add
+anyone to the campaign yet.
+```
+
 Do not surface blanket source heuristics as product copy. Make the
 recommendation specific to the campaign. If LinkedIn engagement is recommended,
 name the exact post themes you will search in plain language, such as "Power BI
 dashboards they don't trust" or "teams trying to agree on the right KPIs."
-Avoid using "Signal Discovery" or "source scouting" in customer-facing chat;
-those are internal labels. If relevant public conversations look unlikely,
-recommend the specific Sales Nav or Prospeo lane instead and say why. Do not
-call `search_signals`, `search_sales_nav`,
+Avoid using "Signal Discovery", "source scouting", "lane", "provider",
+"precision/scale tradeoff", "evidence quality", "pilot volume", "workflow
+pain", or "ICP" in customer-facing chat; those are internal labels. If relevant public
+conversations look unlikely, recommend the specific Sales Nav or Prospeo path
+instead and explain it in plain words once. Do not call `search_signals`,
+`search_sales_nav`,
 `search_prospeo`,
 `fetch_post_engagers`, or provider-scoped subagents until the user approves this
 source plan or explicitly chooses a different source.

package/skills/create-campaign-v2/SKILL.md

@@ -72,13 +72,13 @@ What is your LinkedIn profile URL? If you do not have it handy, send your compan
 After the user pastes a URL/domain, retain it as `senderLinkedinUrl` or the
 resolved `clientProspectId` input for `create_campaign`. Use one lightweight
 profile/company lookup before strategy questions, then say that public research
-may be stale and invite the user to correct it. Ask whether they already know
-the offer for this campaign, want Sellable's researched recommendation, or want
-to shape one together before buyer/offer/proof hardens. If multiple product
-lines or offers are plausible, ask one campaign-focus choice before the brief.
+may be stale and invite the user to correct it. Ask whether they know the offer,
+want Sellable's researched recommendation, or want to shape one together before
+buyer/offer/proof hardens. If multiple product lines or offers are plausible,
+ask one campaign-focus choice before the brief.
 
-Do not call `list_senders`, do not infer the campaign from connected senders,
-and do not show a sender picker during setup. Sender availability belongs only
+Do not call `list_senders`, infer the campaign from connected senders, or show
+a sender picker during setup. Sender availability belongs only
 to Settings after message approval and campaign setup validation.
 
 Use `research-sender` for concise identity/proof research and call
@@ -171,28 +171,32 @@ Sales Nav is a LinkedIn activity/referral fallback rather than the main hiring
 filter.
 
 Before any provider prompt, search, source scout, or signal-discovery call, show
-one source-plan gate and ask for approval. The gate must include the plan before
-the question, and this first approval only authorizes finding the best places to
-look for buyers. It does not add anyone to the campaign yet:
-
-- given this campaign, the viable source options
-- the recommended first lane
-- why that lane fits the buyer, offer, and likely public activity
-- what will be tested next
-- the fallback lane if relevant posts or ICP engagement look thin
-- one concise customer-facing line, such as "This only approves me to look for
-  the best places to find buyers. I won't add leads yet."
+one source-plan gate and ask for approval. Use `## Find Buyers Plan`. The gate
+must include the plan before the question, and this first approval only
+authorizes finding the best places to look for buyers. It does not add anyone
+to the campaign yet. Write short, plain sentences:
+
+- the buyer groups or places we could check
+- the best place to start
+- why the right buyers are likely to be there
+- what signs the next search will check
+- where you'll look next if the first place is too thin
+- one concise line: "This only approves me to look for the best places to find
+  buyers. I won't add anyone yet."
 
 Do not surface blanket source heuristics as product copy. Make the recommendation
 specific to the campaign. If LinkedIn engagement is recommended, name the exact
 post themes you will search in plain language, such as "Power BI dashboards
 they don't trust" or "teams trying to agree on the right KPIs." Avoid using
-"Signal Discovery" or "source scouting" in customer-facing chat; those are
-internal labels. If the campaign
-looks unlikely to have relevant public conversations, recommend the specific
-Sales Nav or Prospeo lane instead and say why. An approval like "Approve Prospeo
-plan" satisfies this gate; persist the provider and search next. Do not ask a
-second source-plan question. Do not call `search_signals`, `search_sales_nav`,
+"Signal Discovery", "source scouting", "lane", "provider",
+"precision/scale tradeoff", "evidence quality", "pilot volume", "workflow
+pain", or "ICP" in customer-facing chat; those are internal labels. If the
+campaign looks unlikely
+to have relevant public conversations, recommend the specific Sales Nav or
+Prospeo path instead and explain it in plain words once. An approval like
+"Approve Prospeo plan" satisfies this gate; save that approved path and search
+next. Do not ask a second source-plan question. Do not call `search_signals`,
+`search_sales_nav`,
 `search_prospeo`,
 `fetch_post_engagers`, or provider-scoped subagents until the user approves this
 source plan or explicitly chooses a different source.
@@ -203,8 +207,8 @@ sequential by default. Run `source-scout-linkedin-engagement`,
 when the user explicitly requested source comparison, a prior lane failed, or
 the first viable lane is borderline and a cheap fallback check is needed.
 Use a 10% planning floor after conservative cleanup. If LinkedIn engagement
-falls below that floor, move to Sales Nav. If Sales Nav falls below that floor
-after reasonable refinement, move to Prospeo. Prospeo is the terminal fallback;
+falls below that floor, move to Sales Nav. If Sales Nav also falls below it,
+move to Prospeo. Prospeo is the terminal fallback;
 if it also falls below 10%, tighten the ICP/source direction instead of
 inventing another provider.
 
@@ -220,15 +224,15 @@ Prospeo, name the specific search/import lane and source lead count. Do not call
 
 For Sales Nav and Prospeo, do not ask to import only the internal 15-row
 campaign-table execution slice at the source-action gate. First-page samples are
-source math: sampled fit after cleanup, projected good-fit prospects, and
-whether the lane clears the campaign target. Once it clears, ask approval to
-materialize the source list with `targetLeadCount` around 1,000 source contacts
-by default. After that, `confirm_lead_list({ reviewBatchLimit: 15 })` copies
+source math: sampled fit, projected good-fit prospects, and whether the path
+clears the target. Once it clears, ask approval for a source list with
+`targetLeadCount` around 1,000 contacts by default. After that,
+`confirm_lead_list({ reviewBatchLimit: 15 })` copies
 confirmed source rows into the campaign table and returns the initial
 campaign-table execution slice row ids for filter and message setup.
 
 After the user approves this concrete source-action gate, do not show the
-Source Recommendation again and do not ask another source approval question.
+Source Recommendation again or ask another source approval question.
 Acknowledge once, then call `import_leads` immediately with the approved source
 math. For Sales Nav/Prospeo, pass `targetLeadCount` as the approved source-list
 export count, not the campaign execution-slice size. For Signal Discovery, pass

package/skills/create-campaign-v2/SOUL.md

@@ -232,13 +232,16 @@ setting: `~/.codex/config.toml` with
 ## Approval Ethic
 
 Lead sourcing has two approvals. First, before any provider prompt/search/scout
-call, give the user a compact source plan: "given this campaign, these are the
-real options, I recommend this first lane, here is why, here is the fallback if
-the evidence is thin." Ask them to approve that plan or choose a different
-source. Use plain customer language for the boundary: "This only approves me to
-look for the best places to find buyers. I won't add leads yet." Second, after
-the source evidence exists, show counts, samples, fit math, cleanup risk, and
-ask for source approval before import.
+call, give the user a compact source plan in grade-5 language: "here are the
+places we could look, I recommend starting here, here is why, and here is where
+I'll look next if this is too thin." Ask them to approve that plan or choose a
+different source. Use plain customer language for the boundary: "This only
+approves me to look for the best places to find buyers. I won't add anyone
+yet." Customer-facing source-plan copy must avoid "lane", "provider",
+"source scouting", "precision/scale tradeoff", "evidence quality",
+"pilot volume", "workflow pain", and "ICP". Second, after the source evidence exists, show
+counts, samples, fit math, cleanup risk, and ask for source approval before
+import.
 
 For LinkedIn engagement, the second gate is not "approve source" in the abstract.
 It is a concrete scrape approval: show a compact `## Source Recommendation`
@@ -255,13 +258,14 @@ one sentence and call `import_leads` for the approved source immediately.
 ## Parallelism + Naming
 
 Source selection is sequential by default. Start with the first recommended
-source lane from `flow.v2.json`; for the current campaign shape that is usually
-LinkedIn engagement. Only try the next fallback after the
-current lane is not viable, the user asks for a comparison, or the first lane is
-borderline and needs a second source to avoid a bad recommendation. The fallback
-order must stay plain: use Sales Nav to find ICP people who are actively posting
-on LinkedIn; if that is not enough, search Sales Nav by titles; if that is still
-not enough, use Prospeo for a broader account/contact path.
+place to look from `flow.v2.json`; for the current campaign shape that is
+usually LinkedIn engagement. Only try the next fallback after the current place
+is not viable, the user asks for a comparison, or the first place is borderline
+and needs a second source to avoid a bad recommendation. The fallback order must
+stay plain in customer copy: first check people talking on LinkedIn, then people
+with the right titles who recently posted on LinkedIn, then people with the
+right titles from a broader LinkedIn search, then a broader company and contact
+search.
 Use a 10% planning floor after conservative cleanup. If LinkedIn engagement falls
 below that floor, move to Sales Nav. If Sales Nav falls below that floor after
 reasonable refinement, move to Prospeo. Prospeo is the terminal fallback; if it

package/skills/create-campaign-v2/core/flow.v2.json

@@ -1 +1 @@
-{"version":"v2.1-compact","workflow":"create-campaign-v2","principle":"CampaignOffer state and watch link are canonical. Create the watched shell, approve source, materialize and confirm the source list, internally process the first campaign-table execution slice, save rubrics for approval, approve the message template, then run the bounded filter/message cascade before Settings, sequence, and explicit start.","normalCustomerPath":"Use campaign state, MCP responses, and concise watchNarration. Do not create, read, link, or surface local draft files.","legacyCompatibility":{"validationSubskill":"create-campaign-v2-validation","tailSubskill":"create-campaign-v2-tail","rule":"Legacy validation/rehearsal files are opt-in diagnostics only and are not active flow gates."},"commitGateChoices":["approve","revise-brief","revise-leads","revise-rubric","revise-messaging","abort"],"canonicalStateFields":["campaignId","watchUrl","campaignBrief","currentStep","watchNarration","interactionMode","providerSearchAssociation","selectedLeadListId","workflowTableId","filterChoice","leadScoringRubrics","messageDraftRecommendation","approvedMessageTemplate","senderIds","sequenceTemplate","runningState"],"watchNarrationTransitionContract":{"rule":"Every watched currentStep switch must include fresh watchNarration.","requiredFields":["stage","headline","visibleState","agentIntent","nextAction"],"copyMustInclude":["what just happened","current visible page/state","next user action"],"appliesToTools":["create_campaign","update_campaign","attach_recommended_sequence","start_campaign"]},"lazyReferences":{"watch":["references/watch-link-handoff.md","references/watch-guide-narration.md"],"source":["references/lead-validation-preview.md","references/step-13-import-leads.md"],"filter":["references/filter-leads.md"],"message":[],"tail":["references/sample-validation-loop.md","references/step-15-re-cascade.md","references/final-handoff-contract.md"]},"safetyBoundaries":["Do not call list_senders before Settings after message approval.","Do not import leads until the source decision is approved.","Do not queue cells until confirmed source rows exist in the campaign and the message/filter gates are satisfied.","Do not call start_campaign until the user explicitly confirms launch.","Do not use local files as durable state in normal customer runs."],"yoloMode":{"triggerPhrases":["yolo","--yolo","mode=yolo","autopilot","use best guesses","use best estimates","answer for me","just run it"],"identityRequestOnlyWhenMissing":true,"operatorDirectionsRule":"Treat freeform directions supplied at invocation or later as durable operator directions; newest conflicting direction wins.","setInteractionModeAfterCampaignCreate":"autonomous","autoSelectsPreLaunchChoices":["campaign focus","brief approval","source plan","source review/import approval","filters vs skip filters","filter rubric approval","message template approval when recommendation is approve-message","generated message review when quality floor passes","sender selection when exactly one connected sender is safe"],"mustPauseFor":["missing LinkedIn profile or company website","missing credentials or required data","ambiguous choice with no reasonable estimate","source/message/filter quality floor failure","final live launch confirmation"],"neverAutoStart":true},"steps":[{"id":"bootstrap","label":"Bootstrap","onEnter":[{"tool":"bootstrap_create_campaign","requiredValues":{"flowVersion":"v2"}},{"tool":"get_subskill_prompt","requiredValues":{"subskillName":"create-campaign-v2"},"purpose":"load the compact entry prompt once"}],"allowedTools":["bootstrap_create_campaign","get_auth_status","get_active_workspace","get_subskill_prompt","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","update_campaign","queue_cells","start_campaign"],"waitFor":"bootstrap_complete","transitions":{"bootstrap_complete":"brief-interview"}},{"id":"brief-interview","label":"Client, offer, research, and brief","onEnter":[{"action":"resolve_campaign_identity_before_strategy_packet","allowedTools":["fetch_company","fetch_linkedin_profile","WebFetch","WebSearch"],"mustNotInferFromNameOnly":true,"doNotPresentSenderPickerBeforeIdentityInference":true,"fallback":"Ask for the LinkedIn profile URL first; use the company website as the fallback before strategy questions."},{"action":"run_campaign_identity_research_before_strategy_packet","target":"research-sender","requiredCompletion":"complete_sender_research","allowedTools":["get_subskill_prompt","fetch_linkedin_profile","fetch_company","fetch_linkedin_posts","fetch_company_posts","WebFetch","WebSearch","complete_sender_research"]},{"action":"ask_campaign_focus_only_when_ambiguous","uses":"request_user_input","singleChoice":true,"requiredOption":"Other / custom","neverCollectOpenTextWithStructuredQuestion":true,"skipIf":"yolo_mode with any reasonable best-estimate focus"},{"action":"confirm_current_offer_before_strategy_packet","uses":"request_user_input","question":"Do you already know the offer for this campaign?","options":["Use my current offer","Use Sellable's researched recommendation","Shape the offer together"],"copyMustInclude":["research basis","public website or LinkedIn may be stale","recommendation is editable"],"skipIf":"user already supplied a clear current offer or yolo_mode with any reasonable researched recommendation"},{"action":"infer_strategy_packet_in_yolo_mode","when":"yolo_mode","skipStructuredSetupQuestions":true,"inferFields":["buyer segment","offer/CTA","proof to use or avoid","lead source","filter choice","message direction"],"sourceOfTruth":"identity/company lookup plus operator directions","mustStateAssumptionsInBrief":true},{"action":"create_watchable_campaign_shell_with_v1_brief","tool":"create_campaign","requiredFields":["name","campaignBrief","clientProspectId or senderLinkedinUrl","currentStep","watchNarration"],"requiredValues":{"currentStep":"create-offer","watchNarration.stage":"brief"},"capture":["campaignId","watchUrl"],"canonicalStateWrites":["campaignId","watchUrl","campaignBrief","currentStep:create-offer"]},{"action":"surface_campaign_shell_watch_link","watchUrlSource":"create_campaign.watchUrl","requiredWatchUrlShape":"direct /campaign-builder/{campaignId}?mode={claude|codex} watch URL with token auto-login and workspace routing","copyMustInclude":["We'll keep building the campaign in this chat.","You can watch it come together in real time here:","I'll ask for your approval whenever I need your expertise or taste before moving forward.","Send changes here in chat."],"immediateNextMainChatLine":"Next, we'll find where the right buyers are already talking.","codexBrowserHandoff":{"openWhenAvailable":false,"printWatchLinkOnly":true,"tellUserCommandEnterOrClick":false,"mustNotUseBrowserAutomation":true,"fallbackMustNotClaimInspection":true}}],"allowedTools":["get_subskill_prompt","fetch_company","fetch_company_posts","fetch_linkedin_profile","fetch_linkedin_posts","complete_sender_research","create_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["campaign_shell_created","brief_ready","confirm_with_user"],"transitions":{"campaign_shell_created":"brief-review","brief_ready":"brief-review","confirm_with_user":"brief-review"}},{"id":"brief-review","label":"Brief review","onEnter":[{"action":"render_brief_inline","minimumVisibleDetail":"campaign direction, buyer, offer, proof, source plan, safety gates","copyMustInclude":["compact provenance labels: [from you], [from LinkedIn], [from website], [from case study], or [Sellable recommendation]","This is based on what I found. If your site or LinkedIn is stale, tell me what to update before I build the lead list.","Do you agree with this researched campaign direction?"],"copyMustNotInclude":["quoted first-message copy","Message Angle as final proof"],"messageHintRule":"If any message-shape hint remains, keep it as non-final bullets and say real examples come after leads are found and filtered."},{"action":"ask_brief_choice","uses":"request_user_input","choices":["Approve brief","Revise brief","Pause here"],"skipIf":"yolo_mode; auto_continue after rendering assumptions unless brief quality floor fails"}],"requiredCampaignState":["campaignId","watchUrl","campaignBrief","currentStep"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["user_brief_confirmed","revise_brief","auto_continue"],"transitions":{"user_brief_confirmed":"find-leads","revise_brief":"brief-interview","auto_continue":"find-leads"}},{"id":"find-leads","label":"Find leads","sourceSelectionFunnel":{"preScoutRecommendationGate":{"required":true,"label":"Source plan approval","mustHappenBefore":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers","source-scout dispatch"],"show":["campaign-specific options considered","recommended first lane","why this lane matches the offer and ICP","expected evidence to gather","fallback lane if the first lane is weak","what approval authorizes"],"approvalAuthorizes":"finding the best places to find buyers; no leads added yet","explanationMustInclude":["where the right buyers are already talking","why it was recommended","precision/scale tradeoff","enough relevant leads","evidence quality","safe bounded pilot volume"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true}},"defaultWhenSourceUnspecified":["signal-discovery","sales-nav-recent-active","sales-nav-general","prospeo"],"userFacingFallbackOrder":["people engaging with relevant LinkedIn posts","Sales Nav to find ICP people actively posting on LinkedIn","search by titles","Prospeo for a broader account/contact path"],"parallelAllowedOnlyWhen":["user explicitly requested source comparison","resuming already-started parallel scouts","first viable source is borderline and one cheap fallback check is needed"]},"onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"pick-provider","watchNarration.stage":"find-leads","watchNarration.headline":"Review the source plan","watchNarration.visibleState":"The app is showing source selection before lead finding starts.","watchNarration.agentIntent":"Codex is explaining the recommended source lane, precision/scale tradeoff, and fallback before any search runs.","watchNarration.nextAction":"Approve where to look first or choose another source","watchNarration.safety":"Only finding where to look next. Leads are not added yet."},"purpose":"show the visible source-plan approval checkpoint before provider lanes"},{"tool":"get_source_scout_registry","purpose":"load canonical source scout names before optional branch launch"},{"action":"show_pre_scout_source_recommendation","uses":"request_user_input","oneShot":true,"skipIf":"approved or leadSourceProvider or yolo_mode auto-selected source_lane_approved","requiredBeforeTools":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"],"requiredInlineFields":["plain-language source options for this campaign","recommended first source lane","why the lane is likely to have relevant active prospects","precision/scale tradeoff","what evidence quality the lane should prove","fallback lane if the recommended lane looks weak","what the next search will check","what approval authorizes"],"choices":["Approve LinkedIn engagement plan","Approve Sales Nav plan","Approve Prospeo plan","Choose different 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update."},"mustRunBefore":["search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"]},{"action":"run_sequential_source_funnel","requiredPrecondition":"source_lane_approved","defaultOrder":["source-scout-linkedin-engagement","source-scout-sales-nav","source-scout-prospeo-contact"],"campaignOfferIdRequired":true,"stopOnFirstViableUnlessComparisonRequested":true}],"requiredCampaignState":["campaignId","campaignBrief","currentStep"],"allowedTools":["get_source_scout_registry","get_provider_prompt","lookup_sales_nav_filter","search_sales_nav","search_prospeo","search_signals","select_promising_posts","fetch_post_engagers","fetch_company","fetch_linkedin_profile","load_csv_linkedin_leads","load_csv_domains","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign"],"waitFor":["lead_review_ready","revise_brief","confirm_with_user"],"transitions":{"lead_review_ready":"lead-review","revise_brief":"brief-interview","confirm_with_user":"lead-review"}},{"id":"lead-review","label":"Source 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posts?","sales-nav":"Import the approved Sales Nav source list","prospeo":"Import the approved Prospeo source list"},"postApprovalContract":{"singleUseApproval":true,"doNotRepeatAfterApproval":["Source Recommendation","show_source_decision_card","ask_source_review_choice"],"requiredNextActionAfterApproval":"ack once; call import_leads immediately","signalDiscoveryNextTool":"import_leads({ provider: \"signal-discovery\", targetEngagerCount, maxPostsToScrape, confirmed: true })"},"autoSelectIf":"yolo_mode and projected usable pool clears the source quality 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targetEngagerCount"],"requiredValues":{"salesNavProspeoDefaultSourceListTarget":1000,"signalDiscoveryDefaultEngagerTarget":1500},"modeAddHandshake":{"firstCallReturns":"needsModeSelection when adding to an existing campaign-attached list","requiredFollowup":"retry with mode=add after explicit user/source-state compatibility is confirmed"},"surfaceDedupRatio":true},{"tool":"wait_for_lead_list_ready"},{"tool":"confirm_lead_list","requiredFields":["campaignOfferId","selectedLeadListId","reviewBatchLimit"],"requiredValues":{"reviewBatchLimit":15},"capture":["workflowTableId","reviewBatchRowIds"]},{"tool":"wait_for_campaign_table_ready"},{"tool":"get_rows_minimal","requiredValues":{"tableId":"{workflowTableId}","limit":15},"capture":["reviewBatchRowHash"]},{"action":"summarize_review_batch_and_advance_to_filter_choice","purpose":"ask filter choice immediately; no post-lead registries, filter refs, or message prompts 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surface partial status and route to revision.","copyMustInclude":"completed, passed, pending, blocked before sending, and full list remains paused"}],"requiredCampaignState":["campaignId","workflowTableId","approvedMessageTemplate","filterRubricsApproved when enableICPFilters=true"],"allowedTools":["get_subskill_asset","queue_cells","wait_for_campaign_table_ready","get_rows_minimal","wait_for_rubric_results","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","enrich_with_prospeo","bulk_enrich_with_prospeo","check_rubric"],"hardRules":["wait_for_rubric_results_never_retain_rows_payload_in_tail_context","wait_for_rubric_results_targetCount_always_explicit","timeout_never_repeats_without_customer_handoff","timeout_or_underfloor_sample_never_advances_to_settings"],"waitFor":["sample_validated","sample_revision_required"],"transitions":{"sample_validated":"auto-execute-messaging","sample_revision_required":"lead-review","revise_leads":"find-leads","revise_rubric":"filter-rubric","escalation_triggered":"escalation"}},{"id":"auto-execute-messaging","label":"Generate initial campaign-row messages","currentStepValue":"auto-execute-messaging","references":["references/parallel-critique-protocol.md","references/thomas-variant-selection.md","references/thomas-revision-filters.md","references/step-15-re-cascade.md"],"onEnter":[{"tool":"queue_cells","batchSize":100,"when":"any passing row has pending or empty Generate Message cell","cellSource":"pending_generate_message_cells_for_passing_rows using approved_campaign_brief_template"},{"tool":"wait_for_rubric_results","purpose":"wait_for_first_passing_generated_message","requiredValues":{"includeRows":false,"minPassedCount":1,"minMessagesCount":1},"readVia":"stats_only_tool_result"},{"action":"observe_generate_message_results","reference":"references/step-15-re-cascade.md"},{"action":"enforce_token_contract","modeFromConfig":"messaging.tokenContract"},{"action":"optional_critique_pass","enabledFromConfig":"messaging.critique.enabled","plan":"85-03","protocol":"references/parallel-critique-protocol.md","sampleSizeFromConfig":"messaging.critique.sampleSize","budgetUsdCapFromConfig":"messaging.critique.budgetUsdCap","perCriticTimeoutFromConfig":"messaging.critique.perCriticTimeoutSeconds","totalTimeoutFromConfig":"messaging.critique.totalTimeoutSeconds","criticsFromConfig":"messaging.critique.critics","enforceFinalizerPassFromConfig":"messaging.critique.synthesis.enforceFinalizerPass","rejectOnFakeProofFromConfig":"messaging.critique.rejectOnFakeProof","rejectOnUnsupportedTokenFromConfig":"messaging.critique.rejectOnUnsupportedToken","onBudgetTrip":"halt_critique_continue_plain_tail","onPerCriticTimeout":"drop_critic_proceed_with_remaining","onTotalTimeout":"persist_plain_message_for_row","onTokenContractViolation":"persist_plain_message_for_row","onFakeProof":"persist_plain_message_for_row"},{"action":"optional_opus_subset","enabledFromConfig":"messaging.critique.opus.enabled","selection":"references/thomas-variant-selection.md","maxMessagesPerPassFromConfig":"messaging.critique.opus.maxMessagesPerPass","budgetUsdCapFromConfig":"messaging.critique.opus.budgetUsdCap","onOpusBudgetTrip":"halt_opus_continue_non_opus","onOpusTokenContractViolation":"fallback_to_non_opus_rewrite"},{"tool":"update_campaign","requiredValues":{"currentStep":"auto-execute-messaging","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say the first passing generated message is ready in Messages; next is review before Settings."},{"action":"ask_generated_message_review_choice","uses":"request_user_input","choices":["Approve reviewed draft rows and continue to Settings","Revise filters","Revise message template","Pause here"],"copyMustInclude":["approve these draft rows for the next review step","not approving the full campaign launch","not approving the user's LinkedIn account for sending yet","tokens resolved","company/person match","proof claim","prospect angle","language/tone when known","obvious bad fits","Would I take this call?","weak personalization can burn the sender's reputation","full list remains paused"],"autoSelectIf":"yolo_mode and the first passing generated message clears the quality floor"}],"allowedTools":["get_subskill_asset","get_rows_minimal","queue_cells","wait_for_rubric_results","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","generate_messages"],"hardRules":["critique_failure_never_escalates","critique_sample_size_bounded_by_config","first_passing_generated_message_unblocks_review","critics_fixed_at_targeting_copy_voice","synthesis_enforces_phase_84_token_contract","opus_reserved_for_highest_value_subset","proposed_token_never_persisted_in_rewrite"],"waitFor":["generated_messages_approved","sample_revision_required"],"transitions":{"generated_messages_approved":"awaiting-user-greenlight","revise_filters":"filter-rubric","revise_messaging":"message-generation","escalation_triggered":"escalation"}},{"id":"awaiting-user-greenlight","label":"Settings, sender, sequence, and greenlight","currentStepValue":"awaiting-user-greenlight","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"get_campaign","purpose":"verify senderIds and sequence state before final handoff"},{"tool":"list_senders","purpose":"surface available connected senders only at Settings"},{"tool":"update_campaign","requiredValues":{"currentStep":"settings","watchNarration.stage":"review-ready"},"purpose":"park the watched UI on Settings before sender selection","watchNarrationRule":"Say message review is complete and the browser is now on Settings so the user can connect or choose a sender. 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Include that the sequence is editable before launch and still not sending until Start."},{"tool":"attach_recommended_sequence","when":"after senderIds are attached","requiredValues":{"campaignId":"{campaignId}","currentStep":"send","watchNarration.stage":"review-ready"},"watchNarrationRule":"The sequence tool owns the visible beat: say the recommended follow-up sequence is attached, the browser is now on final launch review, and the next action is final launch greenlight. Include that it is still not sending until Start. Do not follow with a separate step-only update_campaign fixup."},{"action":"ask_final_launch_greenlight","uses":"request_user_input","singleChoice":true,"choices":["Start campaign","Review campaign first","Pause here"],"copyMustInclude":["quality confidence means sample messages and prospect angle were checked","launch confidence means sender, sequence, and Start are ready","approved messages begin sending according to the sequence","replies and meetings follow connected settings","you can monitor and pause","no hidden extra approval disappears after clicking Start"],"onUserStart":"claude-greenlight","neverAutoSelectInYolo":true}],"allowedTools":["get_campaign","get_campaign_navigation_state","list_senders","update_campaign","attach_recommended_sequence","AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign","import_leads"],"autoStart":false,"watchRequired":true,"waitFor":["sender_connection_required","sender_attached","sequence_attached","ready_to_launch","user_greenlight","ui_start_detected"],"transitions":{"sender_connection_required":"awaiting-user-greenlight","sender_attached":"awaiting-user-greenlight","sequence_attached":"awaiting-user-greenlight","ready_to_launch":"awaiting-user-greenlight","user_greenlight":"claude-greenlight","ui_start_detected":"running"}},{"id":"claude-greenlight","label":"Explicit launch","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"get_campaign","purpose":"detect_already_running"},{"action":"verify_sequence_and_current_step_before_start","requiredState":["workflowTableId","senderIds","sequenceTemplate","at least one approved generated message","currentStep in awaiting-user-greenlight|claude-greenlight|send"]},{"tool":"start_campaign","requiredFields":["campaignId"],"persistsCurrentStep":"running","watchNarrationRule":"After start_campaign succeeds, the running state must say the final greenlight was accepted, the campaign is now live/running, and the user can watch progress from the campaign."}],"allowedTools":["get_campaign","attach_recommended_sequence","start_campaign","AskUserQuestion","request_user_input"],"watchRequired":true,"waitFor":"campaign_started","transitions":{"campaign_started":"running"}},{"id":"running","label":"Campaign is live","currentStepValue":"running","onEnter":[{"action":"surface_watch_link"},{"action":"surface_campaign_live_confirmation"}],"allowedTools":["get_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign"],"terminal":true},{"id":"escalation","label":"Escalation","reference":"references/escalation-ladder.md","allowedTools":["AskUserQuestion","request_user_input"],"doNotAllow":["start_campaign","import_leads"],"transitions":{"revise_brief":"brief-interview","revise_leads":"find-leads","revise_rubric":"filter-rubric","revise_messaging":"message-generation","abort":"abort"}},{"id":"abort","label":"Abort","allowedTools":["AskUserQuestion","request_user_input"],"terminal":true}]}

package/skills/create-campaign-v2/references/filter-leads.md

@@ -17,15 +17,19 @@ large scoring framework.
 Keep "source scouting" as an internal term. In first-time-facing copy, describe
 the work as finding the best places to find buyers or finding where the right
 buyers are already talking. Do not frame this as an experiment with sources.
-Explain the decision the user is approving: which source is being tried, why it
-was recommended from the research, the precision/scale tradeoff, what evidence
-quality it should prove, and what safe bounded pilot volume looks like.
+Write this like a fifth grader could understand it: short sentences, no
+internal labels, and no GTM shorthand. Explain the decision the user is
+approving: the buyer groups or places we could check, the best place to start,
+why the right buyers are likely to be there, what signs the next search will
+check, and where you'll look next if the first place is too thin.
 
 The source-plan approval only authorizes that search. Say it plainly: "This
-only approves me to look for the best places to find buyers. I won't add leads
+only approves me to look for the best places to find buyers. I won't add anyone
 yet." It does not approve lead import, filtering, messaging, sequence, sender
-selection, or sending. Keep detailed LinkedIn account-safety reassurance for the
-sender/settings step.
+selection, or sending. Avoid "Signal Discovery", "source scouting", "lane",
+"provider", "precision/scale tradeoff", "evidence quality", "pilot volume",
+"workflow pain", and "ICP" in customer-facing source-plan copy. Keep detailed
+LinkedIn account-safety reassurance for the sender/settings step.
 
 ## Filter Approval Framing
 

package/skills/find-leads/SKILL.md

@@ -130,11 +130,12 @@ The kickoff doc is the resume surface. Re-open it before repeating discovery wor
 - If the user is explicit about the goal, route from that goal first.
 - If the user is not explicit, infer the first hypothesis from the brief, then validate it with sample probes before recommending a lane.
 - Before the first provider prompt, search, source scout, or signal-discovery
-  call, show the user a compact source plan and get approval. The plan must say
-  which campaign-specific options are plausible, which lane you recommend
-  first, the exact evidence you expect to test for this ICP/offer, what
-  fallback lane you will use if the evidence is thin, and that approval only
-  lets you look for the best places to find buyers. No leads are added yet.
+  call, show the user a compact source plan and get approval. Write it in plain
+  customer language: which buyer groups or places you could check, the best
+  place to start, why the right buyers are likely to be there, what signs the
+  next search will check, where you'll look next if the first place is too thin,
+  and that approval only lets you look for the best places to find buyers. No
+  one is added to the campaign yet.
 - When enough context exists, try 1-2 alternate hypotheses if the first lane is too weak or noisy.
 - Directional preview does not require a sender, campaign, or selected lead list. Start with count/sample exploration first; only attach searches to a campaign when the user is ready to import.
 - If the user already has a LinkedIn-profile CSV, treat that as a direct lead-list path and skip discovery.