@sellable/mcp 0.1.220 → 0.1.222
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/server.js +7 -1
- package/dist/tools/leads.d.ts +1721 -220
- package/dist/tools/leads.js +509 -3
- package/dist/tools/registry.d.ts +1655 -176
- package/package.json +1 -1
- package/skills/create-campaign/SKILL.md +26 -0
- package/skills/create-campaign/core/flow.v1.json +2 -0
- package/skills/create-campaign/core/providers/prospeo.json +6 -2
- package/skills/create-campaign/references/provider-selection-strategy.md +8 -0
- package/skills/create-campaign-v2/SKILL.md +9 -1
- package/skills/create-campaign-v2/core/flow.v2.json +1 -1
- package/skills/find-leads/SKILL.md +25 -0
- package/skills/providers/prospeo.md +116 -1
package/package.json
CHANGED
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@@ -25,6 +25,8 @@ allowed-tools:
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- mcp__sellable__lookup_sales_nav_filter
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- mcp__sellable__search_sales_nav
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- mcp__sellable__search_prospeo
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- mcp__sellable__search_prospeo_companies
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- mcp__sellable__confirm_prospeo_company_accounts
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- mcp__sellable__search_signals
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- mcp__sellable__fetch_post_engagers
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- mcp__sellable__enrich_with_prospeo
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@@ -204,6 +206,30 @@ are likely. Sales Nav is useful for recent LinkedIn activity, role/title
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precision, and referral paths, but it does not provide hiring-by-role filters;
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say that distinction plainly in the source-plan gate.
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For company lookalikes, best-customer lookalikes, "companies like X",
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lookalike accounts, companies that use AI, companies with API/SSO/Chrome
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extension, news/award/integration/key-customer filters, or account discovery
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before person search, use the Prospeo account approval flow:
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`search_prospeo_companies -> confirm_prospeo_company_accounts -> search_prospeo`.
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First return an account sample and ask the user to approve the account set.
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Only call `confirm_prospeo_company_accounts` with the `companySearchToken`
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returned by `search_prospeo_companies` and selected Prospeo company IDs; never
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reconstruct raw account rows or domains manually. Account rows are not people
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leads yet. The confirmation creates the `domainFilterId` that constrains the
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follow-on `search_prospeo` people search.
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Prospeo company/account search is useful when the source plan depends on
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website traffic (`company_website_traffic`), confirmed AI Attributes including
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`pricing`, `uses_ai`, `has_api`, `has_chrome_extension`, `has_sso`,
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`has_open_source`, `has_marketplace`, `has_blog`, `has_knowledge_base`,
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`has_soc2`, `data_residency: "EU"`, news, awards, website pages, products,
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integrations, key customers, Google discovery, location headcount, or
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structured ICP. When using `company_icp.company_sizes` for micro/SMB/midmarket
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or enterprise sizing, pair it with `company_headcount_range` or rely on the MCP
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normalization that derives the range; inspect the sample for size drift. Do not
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use `company_intent`, and do not invent unsupported support-channel filters or
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AI Attribute guesses like phone/email/chat/ticket/social.
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After scouting, ask for a second approval on Start Import. For
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LinkedIn engagement (`signal-discovery` internally), name how many
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recommended posts will be scraped and the target engager/source-candidate
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@@ -7,6 +7,8 @@
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"requiredTools": [
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"update_campaign",
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"get_provider_prompt",
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"search_prospeo_companies",
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"confirm_prospeo_company_accounts",
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"search_prospeo",
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"import_leads",
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"wait_for_lead_list_ready",
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"priority": 2,
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"useWhen": [
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"You want Prospeo filters or domain-based search",
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"You need company lookalike account discovery before finding people",
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"You want companies like X, best-customer lookalikes, or accounts using AI/API/SSO/Chrome extensions",
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"You need companies hiring for specific roles using job-posting filters",
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"You need high deliverability from Prospeo"
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],
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"avoidWhen": ["You need LinkedIn activity filters"],
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"reason": "Strong for hiring-led search, Prospeo-specific filters, verified contacts, and domain lists.",
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"prose": "Since you're targeting **{icp}**, I'd recommend **Prospeo**.\n\nHere's why:\n- Prospeo can filter for companies hiring specific roles with job-posting filters\n- We can pair those company
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"reason": "Strong for hiring-led search, company/account lookalikes, Prospeo-specific filters, verified contacts, and domain lists.",
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"prose": "Since you're targeting **{icp}**, I'd recommend **Prospeo**.\n\nHere's why:\n- Prospeo can discover lookalike accounts first, then turn approved accounts into a domainFilterId for people search\n- Prospeo can filter for companies hiring specific roles with job-posting filters\n- We can pair those company signals with buyer/referrer titles and verified-contact coverage\n\nFor lookalike accounts, I will show an account sample first; those account rows are not people leads yet. After approval, I will use the companySearchToken to confirm the accounts, then search people at the returned domainFilterId.\n\nShould I search Prospeo for {icp}?"
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},
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"askOption": {
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"label": "Prospeo",
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@@ -99,6 +99,7 @@ Is your ICP LinkedIn-active (founders, sales, marketing, GTM, engineers)?
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Need hiring-by-role filters? -> Prospeo (has company job-posting filters)
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Need tech stack targeting? -> Apollo (has technology filters)
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Have specific company names/domains? -> Sales Navigator for small lists or Prospeo with domainFilterId
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Need companies like X, best-customer lookalikes, AI/API/SSO/Chrome extension filters, news/awards/integrations/key customers? -> Prospeo account discovery first
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```
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## ICP-to-Provider Quick Reference
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| Few specific companies | Sales Navigator | Use CURRENT_COMPANY filter (lookup each company) |
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| Hiring-led targeting | Prospeo | Has company job-posting filters by role |
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| Company domain list (ABM) | Prospeo | Uses `domainFilterId` for domain targeting |
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| Company/account lookalike | Prospeo | Account search, approve sample, confirm to `domainFilterId` |
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| Tech stack users | Apollo | Has technology filters |
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**Default:** Try Signal Discovery first only when there is no stronger source
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@@ -135,6 +137,12 @@ When user has a list of target companies:
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- Example: create a domain filter for `stripe.com`, `notion.so`, and `figma.com`, then pass `domainFilterId` into `search_prospeo`
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- Trade-off: No POSTED_ON_LINKEDIN equivalent, so LinkedIn activity warmth may be lower
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- **Generated lookalike/account set:** Use
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`search_prospeo_companies -> confirm_prospeo_company_accounts -> search_prospeo`
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- Show the account sample and ask for approval before creating the domain filter
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- Use the returned `companySearchToken`; do not reconstruct raw account rows or domains manually
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- The confirmed `domainFilterId` is the bridge into the people search
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## Recommendation Templates
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Use these as starting points. The `{icp}` and `{topics}` placeholders come from campaign context.
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when not hiring-led. For hiring-by-role signals, start with Prospeo because
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`search_prospeo` supports `company_job_posting_hiring_for` and
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`company_job_posting_quantity`; Sales Nav does not provide hiring-by-role filters.
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For company/account lookalikes, best-customer lookalikes, "companies like X",
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companies that use AI, or companies with API/SSO/Chrome extension, use Prospeo
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account discovery before people search:
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`search_prospeo_companies -> confirm_prospeo_company_accounts -> search_prospeo`.
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Show the account sample first, ask approval, then pass the returned
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`companySearchToken` and selected Prospeo company IDs into
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`confirm_prospeo_company_accounts`. The confirmed `domainFilterId` constrains
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the follow-on people search; account rows are not people leads yet.
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Before any provider prompt/search/scout call, move the watched campaign to
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source selection, show `## Find Buyers Plan`, then open `request_user_input`
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pain", or "ICP". Only the approval question after that visible plan, or an
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explicit post-plan source choice, satisfies this gate. Do not ask a second
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source-plan question or call `search_signals`, `search_sales_nav`,
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`search_prospeo`, `fetch_post_engagers`, or provider subagents until approved.
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`search_prospeo`, `search_prospeo_companies`, `fetch_post_engagers`, or provider subagents until approved.
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Only then persist `leadSourceType`, `leadSourceProvider`, and provider `currentStep`.
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Source work stays inline in the parent thread in normal create-campaign runs.
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{"version":"v2.1-compact","workflow":"create-campaign-v2","principle":"CampaignOffer state/watch link are canonical. Approve brief/source/import, filters/message, bounded cascade, Settings, explicit Start.","normalCustomerPath":"Use campaign state/MCP/watchNarration. Do not create, read, link, or surface local files. Print the first watch-link handoff once.","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"],"oneTimeWatchLinkPolicy":"After the initial brief handoff, customer-facing turns must not print another watch-link handoff unless the user asks or link recovery is needed."},"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 Start Import 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","yolo autopilot"],"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","Start 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 URL or handle","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"}}],"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 only: \"What is your LinkedIn profile URL or handle?\" Normalize bare handles or `/in/...` paths to `https://www.linkedin.com/in/{handle}/`. If the input is not a profile, ask again for the person profile URL before strategy questions.","requiresLinkedInProfileUrl":true,"doNotAcceptAsIdentityInput":["non-profile URL","company page","company/name-only input without a profile handle"],"acceptsLinkedInProfileHandle":true,"normalizeLinkedInProfileHandleToUrl":true},{"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"],"requiredInput":"LinkedIn profile URL or handle"},{"action":"confirm_target_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"Who should we target first?","options":["Use Sellable's researched recommendation","Choose a different buyer","I'm not sure yet"],"copyMustInclude":["research basis","recommendation is editable","who to target"],"requiredOption":"Other / custom","neverCollectOpenTextWithStructuredQuestion":true,"skipIf":"user already supplied a clear target or yolo_mode with any reasonable best-estimate target"},{"action":"confirm_current_offer_before_strategy_packet","uses":"request_user_input","question":"What should we pitch to prospects first?","options":["Use Sellable's researched recommendation","Use my current pitch","Shape the pitch together"],"copyMustInclude":["research basis","public LinkedIn research may be stale","recommendation is editable","pitch to prospects"],"skipIf":"user already supplied a clear current offer or yolo_mode with any reasonable researched recommendation"},{"action":"confirm_trust_proof_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"What is the strongest credibility signal we can lead with?","options":["Use Sellable's recommended proof","Use customer proof or a case study","Use founder or company credibility"],"copyMustInclude":["build trust with prospects","recommendation is editable","proof to use or avoid"],"requiredOption":"Other / custom","skipIf":"user already supplied clear proof to use or avoid, or yolo_mode with any reasonable researched proof"},{"action":"choose_prospect_source_path_before_strategy_packet","uses":"request_user_input","singleChoice":true,"question":"How should we find prospects?","options":["Find prospects for me","Use a CSV of LinkedIn profiles","Use a CSV of company domains"],"copyMustInclude":["prospects","no one added yet","find prospects for me"],"skipIf":"user already supplied a source path or yolo_mode with any reasonable source path"},{"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":"render_supplied_setup_receipt_before_brief_when_setup_questions_skip","when":"any setup question is skipped because the user already supplied or yolo mode inferred identity, target, offer, proof, or source","output":"normal chat receipt before the campaign brief or watch-link handoff","copyMustInclude":["Accepted LinkedIn input: normalized to the required LinkedIn profile URL.","Offer path: supplied current offer or Sellable's researched recommendation; you can replace it with your current offer."],"copyMustNotInclude":["Campaign Identity"]},{"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":"exact create_campaign.watchUrl; direct /campaign-builder/{campaignId}?mode={claude|codex} URL with workspaceId and token","copyMustInclude":["OPEN THIS LINK TO WATCH","Open live campaign builder","Keep this chat open.","approval questions here"],"immediateNextMainChatLine":"Ask for brief approval now. After approval, say: \"Brief approved. Next, we'll choose where to find buyers. I won't add anyone yet.\"","codexBrowserHandoff":{"openWhenAvailable":false,"printWatchLinkOnly":true,"tellUserCommandEnterOrClick":false,"mustNotUseBrowserAutomation":true,"fallbackMustNotClaimInspection":true},"copyMustAvoid":["bare /campaign-builder/{campaignId} URL","derived watch URL","second watch-link handoff","shell open command","Next, we'll choose where to find buyers"],"oneTimeOnly":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":["This brief is based on Sellable's research and your answers.","If your site or LinkedIn is stale","Do you agree with this researched campaign direction?"],"copyMustNotInclude":["quoted first-message copy","Message Angle as final proof","This approval covers","does not approve adding people","does not approve scraping posts","selecting a sender","attaching a sequence","Campaign Identity","what should this campaign sell first","sell first","[from you]","[from LinkedIn]","[from website]","[from case study]","[Sellable recommendation]"],"messageHintRule":"If any message-shape hint remains, keep it as non-final bullets and say real examples come after leads are found and filtered.","approvalBoundaryRule":"Keep this gate positive and short. Do not list later steps this approval does not cover; ask approve/revise and then move to choosing where to find buyers.","sectionLabelRule":"Use ## Sender and Company for the person/company context; never render ## Campaign Identity.","skipIf":"the full brief was already rendered in the current shell-creation handoff before create_campaign returned","renderOnceRule":"The brief must be visible exactly once before approval. Do not render it again immediately after shell creation; append the one watch-link handoff and ask the approval question.","copyMustAvoid":["duplicate brief render after shell creation","second Watch link:"]},{"action":"ask_brief_choice","uses":"request_user_input","choices":["Approve brief","Revise brief","Approve + YOLO autopilot setup"],"skipIf":"yolo_mode; auto_continue after rendering assumptions unless brief quality floor fails","question":"Do you agree with this researched campaign direction?","autonomousChoice":"Approve + YOLO autopilot setup","choiceDescriptions":{"Approve + YOLO autopilot setup":"Use best guesses to finish setup and stop before final launch."}}],"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":"Find buyers plan approval","mustHappenBefore":["get_provider_prompt","search_signals","search_sales_nav","search_prospeo","fetch_post_engagers"],"show":["buyer groups or places we could check","best place to start","why the right buyers are likely to be there","what signs the next search will check","where to look next if the first place is too thin","what approval authorizes"],"approvalAuthorizes":"looking for the best places to find buyers; no one added yet","explanationMustInclude":["where the right buyers are already talking","why that place fits this campaign","enough likely prospects","what counts as a good sign","where to look next if thin","I won't add anyone yet","choose where to find buyers"],"yoloMode":{"autoApproveRecommendedLane":true,"mustShowAssumedChoice":true,"pauseIfConfidenceLow":true},"customerLanguage":{"readability":"grade-5","requiredHeading":"Find Buyers Plan","prefer":["place to look","best place to start","people to check","prospects","I won't add anyone yet"],"avoid":["lane","source scouting","provider","precision/scale tradeoff","evidence quality","pilot volume","ICP","workflow pain","lead-source scouting","not importing leads"],"termRule":{"buyers":"target market","peopleToCheck":"raw reactions/comments before fit is known","prospects":"likely usable people after fit","leads":"campaign rows"}},"questionOrder":"update_campaign to pick-provider, render ## Find Buyers Plan in normal chat without repeating the watch link, then open the structured approval question; never ask first or show the plan after approval","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL","watch-link handoff"],"approvalFreshnessRule":"Only an approval question opened after the visible Find Buyers Plan, or an explicit source choice made after that plan, can set source_lane_approved. Do not reuse brief approval or pre-plan provider state."},"defaultWhenSourceUnspecified":["signal-discovery","sales-nav-recent-active","sales-nav-general","prospeo"],"parallelAllowedOnlyWhen":["user explicitly requested source comparison"]},"onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"pick-provider","watchNarration.stage":"find-leads","watchNarration.headline":"Review where to find buyers","watchNarration.visibleState":"The app is showing source selection before lead finding starts.","watchNarration.agentIntent":"Codex is explaining where it recommends looking first and where it will look next if that is too thin.","watchNarration.nextAction":"Approve where to look first or choose another place","watchNarration.safety":"Only deciding where to look. 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branch reloads live state"],"forbiddenParentActions":["rewrite template in parent","QA template in parent from memory","update_campaign_brief before approve-message"],"output":"revised messageDraftRecommendation rendered before request_user_input"},"onlyMessageBackgroundAgent":true,"forbiddenSiblingAgents":["source-scout-*","any filter background worker"],"handoffCompression":"lean_message_drafting_handoff_no_hashes_no_counts_no_full_row_data","finalGateRequiredBeforeReady":"Post-generation final gate: After candidate generation/revision, load get_subskill_prompt({ subskillName: \"create-campaign-v2-validation\" })."}],"requiredCampaignState":["campaignId","campaignBrief","selectedLeadListId","workflowTableId"],"allowedTools":["get_subskill_prompt","get_campaign","get_rows_minimal","update_campaign","Task","spawn_agent"],"toolRules":["message_drafting_agent_first_no_silent_parent_fallback; yolo counts","on_filters_enabled_path_parent_must_not_enter_message_review_until_save_rubrics_success_and_filter_approval","brief.md, lead-review.md, and lead-sample.json are optional debug context only.","messageDraftRecommendation returns templateRecommendation, tokenFillRules, renderedGoodSample, status, approveOrReviseRecommendation, validationStatus, outputAt, outputHash, and error/retry detail.","messageDraftRecommendation does not return renderedFallbackSample, risk notes, or qaReceipt on the normal happy path.","If campaign/table/sample basis does not match, classify the output stale or blocked.","message_revision_feedback_routes_to_message_drafting_agent_not_parent","message_qa_routes_to_message_drafting_agent_not_parent","message_drafting_loads_full_generate_messages_prompt_all_chunks","message_drafting_loads_all_reference_assets_via_get_subskill_asset","message_drafting_loads_create_campaign_v2_validation_prompt_before_return","message_drafting_handoff_uses_lean_basis_no_hashes_no_counts_no_full_row_id_list","message_drafting_loads_current_campaign_brief_before_drafting","parent_may_load_generate_messages_only_for_explicitly_approved_inline_fallback","before return branch loads create-campaign-v2-validation prompt and runs internal validation"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign","generate_messages","AskUserQuestion","request_user_input"],"waitFor":["message_validation_ready","revise_rubric","revise_messaging"],"transitions":{"message_validation_ready":"message-review","revise_rubric":"filter-rubric","revise_messaging":"message-generation"},"revisionLoop":{"trigger":"user gives copy feedback, asks for QA/update, or chooses revise-messaging","required":["route latest user feedback or QA request to Message Drafting with current recommendation and live campaign/table state","produce a new messageDraftRecommendation with revisionNotes or validationStatus","render revised ## Message Template, ## Rendered Example, and What changed before asking approval"],"blocked":["asking whether an unseen new version is better","reusing the old template after acknowledging feedback","rewriting the template in the parent thread","update_campaign_brief before approve-message","request_user_input or AskUserQuestion during message-generation","QAing the template in the parent thread"],"outputState":"messageDraftRecommendation"},"hardRules":["message_revision_must_render_new_template_before_approval_question","message_revision_saves_only_after_approve_message","message_generation_must_not_call_request_user_input","message_generation_must_transition_to_message_review_only_after_renderable_draft_state","message_drafting_agent_first_no_silent_parent_fallback","message_revision_routes_to_message_drafting_agent","message_qa_routes_to_message_drafting_agent","filter_path_requires_saved_filters_before_message_review","only_message_drafting_may_spawn_background_agent"]},{"id":"message-review","label":"Message review","onEnter":[{"action":"render_message_review_from_state","requiredState":["campaignBrief","selectedLeadListId","workflowTableId","messageDraftRecommendation"],"requiredVisibleLabels":["## Message Template","## Rendered Example","Good token fill:","My take:","Question: approve-message or revise-messaging?","Recommendation:"],"doNotShowByDefault":["Rendered fallback sample","Concerns","QA receipt","Token Notes","Good omit / fallback","Bad fill to avoid","Token Adherence Table"],"internalPersistenceOnly":["Token Fill Rules","Token Fill Examples","fallback guidance","bad-fill avoidance notes","validation notes","QA details"],"copyMustInclude":["one recommended template","one rendered sample","token rules and fallbacks","full list remains paused"],"copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"],"revisionRenderRule":"After revise_messaging, a message QA request, or user copy feedback, route feedback to Message Drafting and show revised template, rendered example, and What changed before ask_message_review_choice; never ask if an unseen version is better.","parentMustNot":["rewrite template from memory","invent validation summary without Message Drafting output","render qaReceipt, risk notes, or renderedFallbackSample on the normal happy path"]},{"action":"ask_message_review_choice","uses":"request_user_input","choices":["approve-message","revise-messaging"],"copyMustInclude":["approve this message template and continue","template approval only locks the draft direction; final Start still controls sending"],"autoSelectIf":"yolo_mode and Recommendation is approve-message; revise autonomously when Recommendation is revise-messaging","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"],"requiredPrecondition":"current or revised template and rendered example are visible in this turn","revisionPrecondition":"after revise_messaging, revised template is visible before this question"},{"action":"sync_approved_message_set_to_campaign_brief","tool":"update_campaign_brief","when":"after approve-message","requiredFields":["campaignId","approvedMessageTemplate","Token Fill Rules","Token Fill Examples"],"writesCampaignState":"approvedMessageTemplate","revisionApprovalRule":"If the user requested revisions, write only the latest Message Drafting-approved revised template and token rules after approve-message.","forbiddenBefore":"approve-message"}],"requiredCampaignState":["campaignId","workflowTableId","messageDraftRecommendation"],"allowedTools":["AskUserQuestion","request_user_input","update_campaign_brief","update_campaign","get_rows_minimal"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","start_campaign"],"waitFor":["message_approved","revise_messaging"],"transitions":{"message_approved":"validate-sample","revise_messaging":"message-generation"}},{"id":"validate-sample","label":"Validate campaign-table execution slice","currentStepValue":"apply-icp-rubric","reference":"references/sample-validation-loop.md","visibleStepRule":"Filter Leads is reached only after saved-filter approval; on approve-message, save the template and queue bounded Enrich Prospect cells through selector-based campaign processing.","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"apply-icp-rubric","watchNarration.stage":"fit-message"},"watchNarrationRule":"Say the template is saved and Filter Leads is now running the bounded enrichment and scoring pass."},{"tool":"queue_campaign_cells","requiredFields":["workflowTableId","columnRole","rowSelector"],"requiredValues":{"columnRole":"enrich","rowSelector":{"type":"reviewBatch"},"forceRerun":false},"targetCountSource":"WorkflowTable.config.mcp.reviewBatch.rowCount (default 15)"},{"tool":"wait_for_campaign_processing","requiredFields":["workflowTableId","minPassedCount"],"requiredValues":{"minPassedCount":1},"readVia":"stats_only_tool_result","timeoutGuidance":"If this times out, do not repoll identical args; use partial diagnostics to revise filters or surface blocked sample state.","customerSummaryPattern":["{checked} leads checked","{passed} passed fit scoring","{blocked} blocked before sending","full list remains paused until approval"]},{"action":"handle_partial_or_timeout_sample","customerStatus":"sample-needs-revision","rule":"Do not repeat waits indefinitely; 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_campaign_cells","select_campaign_cells","get_campaign_table_schema","wait_for_campaign_processing","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","enrich_with_prospeo","bulk_enrich_with_prospeo","check_rubric"],"hardRules":["campaign_processing_waits_are_stats_only_by_default","queue_review_batch_by_selector_never_fetch_rows_for_cell_ids","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/sellable-cleanup-rules.md","references/step-15-re-cascade.md"],"onEnter":[{"tool":"queue_campaign_cells","batchSize":100,"when":"any passing row has pending, empty, or stale Generate Message cell","requiredFields":["workflowTableId","columnRole","rowSelector"],"requiredValues":{"columnRole":"generateMessage","rowSelector":{"type":"needsGeneratedMessage"},"forceRerun":false},"cellSource":"selector-engine needsGeneratedMessage rows using approved campaign brief template"},{"tool":"wait_for_campaign_processing","purpose":"wait_for_first_current_revision_generated_message","requiredValues":{"minGeneratedMessages":1,"templateRevision":"current"},"readVia":"stats_only_tool_result","invariant":"A generated message implies the pass gate; stale or wrong-revision messages are excluded from readiness."},{"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","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 the reviewed draft rows and continue to Settings","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","this approves reviewed draft rows for setup; final Start still controls sending"],"autoSelectIf":"yolo_mode and the first passing generated message clears the quality floor","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"]}],"allowedTools":["get_subskill_asset","get_campaign_table_schema","select_campaign_cells","queue_campaign_cells","wait_for_campaign_processing","revise_message_template_and_rerun","update_campaign","AskUserQuestion","request_user_input"],"doNotAllow":["import_leads","list_senders","start_campaign","generate_messages"],"hardRules":["generated_message_count_excludes_stale_or_wrong_revision_messages","message_template_revision_uses_brief_update_then_generate_message_rerun","do_not_overwrite_generated_message_cells_directly","critique_failure_never_escalates","critique_sample_size_bounded_by_config","first_passing_generated_message_unblocks_review","critics_fixed_at_targeting_copy_voice","synthesis_enforces_message_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"},{"tool":"list_senders","purpose":"surface available connected senders only at Settings"},{"tool":"update_campaign","requiredValues":{"currentStep":"settings","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say message review is complete and the app is on Settings for sender choice. Mention lead research/filtering already happened outside the user's LinkedIn account and nothing sends until Start."},{"action":"surface_sender_and_slack_handoff","requiredVisibleContent":["connect or select a LinkedIn sender","Lead research and filtering already happened outside your LinkedIn account.","This account is only used for approved sending after final launch.","Nothing sends until the final Start step.","Slack reply review","recommended sequence","final launch confirmation is still ahead"],"copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"]},{"action":"ask_sender_selection","uses":"request_user_input","singleChoice":true,"choices":["Use this connected sender","Connect a different sender in Settings","Pause here"],"autoSelectIf":"yolo_mode and exactly one safe connected sender is available","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"]},{"action":"attach_selected_sender","tool":"update_campaign","when":"user selected an available connected sender","requiredValues":{"senderIds":["{selectedSenderId}"],"currentStep":"sequence","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say the sender was attached and the app is moving to Sequence review; sequence remains editable and nothing sends 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 this visible beat: say the recommended follow-up sequence is attached, the app is on final launch review, and it is still not sending until Start."},{"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,"copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"]}],"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"},{"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_campaign_live_confirmation_without_watch_link","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"]}],"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}]}
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@@ -88,6 +88,8 @@ should stay focused on source evidence.
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- `mcp__sellable__lookup_sales_nav_filter`
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- `mcp__sellable__search_sales_nav`
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- `mcp__sellable__search_prospeo`
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- `mcp__sellable__search_prospeo_companies`
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- `mcp__sellable__confirm_prospeo_company_accounts`
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- `mcp__sellable__load_csv_domains`
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- `mcp__sellable__load_csv_linkedin_leads`
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- host-native question flow / AskUserQuestion
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@@ -211,6 +213,7 @@ Write the result into `## Feasibility Check`.
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| Posted recently on LinkedIn | PROXIED | DIRECT | UNSUPPORTED | Sales Nav `POSTED_ON_LINKEDIN` is the canonical proxy |
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| Tight title + seniority + company filters | PROXIED | DIRECT | DIRECT | Sales Nav wins for live activity, Prospeo wins for broad verified-contact expansion |
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| Named-account or domain-list targeting | UNSUPPORTED | PROXIED | DIRECT | Build a domain filter before `search_prospeo` |
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| Company/account lookalikes | UNSUPPORTED | PROXIED | DIRECT | Use account search, approval, `companySearchToken`, then people search |
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| Broad persona expansion | PROXIED | PROXIED | DIRECT | Prospeo replaces Apollo for this phase |
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| LinkedIn profile CSV on disk | DIRECT | UNSUPPORTED | UNSUPPORTED | Use `load_csv_linkedin_leads` as the direct path, skip provider discovery |
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| Existing Sellable lead list | DIRECT | DIRECT | DIRECT | Sample existing rows; do not re-source or pretend the list was discovered in-run |
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@@ -385,6 +388,28 @@ Use first for broad persona expansion, ABM/domain targeting, hiring-led targetin
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- If you widen with seniority labels such as `Head` or `Director`, keep a matching department/function constraint and inspect the sample for off-function leakage such as `Head of Social Media`, `Head of IT`, or `Director of Finance`.
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- If quality is poor, tighten titles, company shape, seniority, geography, or hiring filters.
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- If quality is good but scale is too small, widen titles, industries, company-size bands, or account scope.
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- For companies like X, our best customers, lookalike accounts, companies that use AI, companies with API/SSO/Chrome extension, or
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+
news/award/integration/key-customer account filters, use
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`search_prospeo_companies` before people search.
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- Use Prospeo company/account search when the ask depends on website traffic
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+
(`company_website_traffic`), confirmed AI Attributes including `pricing`,
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+
`uses_ai`, `has_api`, `has_chrome_extension`, `has_sso`, `has_open_source`,
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+
`has_marketplace`, `has_blog`, `has_knowledge_base`, `has_soc2`,
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+
`data_residency: "EU"`, website pages, products, integrations, key
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399
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+
customers, Google discovery, location headcount, or structured ICP.
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400
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+
- When using `company_icp.company_sizes` for micro/SMB/midmarket or enterprise
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401
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+
sizing, pair it with `company_headcount_range` or rely on MCP normalization
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+
that derives the range; inspect the account sample for size drift before
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+
approving accounts.
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404
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+
- Do not use `company_intent`. Do not invent unsupported support-channel filters
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+
or AI Attribute guesses like phone/email/chat/ticket/social.
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+
- Company/account search returns an account sample only; account rows are not people leads yet. Ask the user to approve the account sample.
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+
- After approval, call `confirm_prospeo_company_accounts` with the
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408
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+
`companySearchToken` and selected Prospeo company IDs from
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+
`search_prospeo_companies`; do not reconstruct account rows or domains
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+
manually.
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411
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+
- Use the returned `domainFilterId` in the follow-on `search_prospeo` people
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+
search.
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- Prospeo is the terminal fallback for this chain. If projected fit is still
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414
|
below the 10% planning floor after reasonable Prospeo refinement, stop and ask
|
|
390
415
|
for a tighter ICP/source direction instead of inventing another provider.
|