@sellable/mcp 0.1.300 → 0.1.302

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package/README.md CHANGED
@@ -311,9 +311,9 @@ Parallel execution contract:
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  user chooses filters, keep filter/rubric work in the parent thread: show
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  Filter Rules, load `references/filter-leads.md`, save rubrics, then ask for
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  filter approval. After approval, move to Filter Leads and show
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- `Filters saved + waiting for message approval` while the message
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- recommendation is reviewed. If filters are skipped, start Message Drafting
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- first, then move to Messages/message review; `currentStep=messages` is not
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+ waiting copy while Message Drafting finishes or the template is approved. If
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+ filters are skipped, start Message Drafting first, then move to
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+ Messages/message review; `currentStep=messages` is not
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  proof of worker kickoff. Enrichment/filtering and Generate Message cells wait
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  for message approval.
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  - Source scouts and Prospect Filters are not normal create-campaign background
@@ -365,7 +365,7 @@ export function getPostFindLeadsScoutRegistry() {
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  usage: {
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  codex: "After confirm_lead_list copies source rows and the initial campaign-table execution slice exists, ask the filter-choice question immediately. Do not spawn anything before that question. After the answer, launch only Message Drafting whenever Codex agent-launch policy is satisfied. The registry lookup is not a launch: after get_post_find_leads_scout_registry, immediately invoke Task/spawn_agent or the host background-agent mechanism before loading filter-leads.md, before saving rubrics, and before treating skip-filters as ready for message review. Both choices route through this kickoff; do not let filters_skipped jump straight from filter-choice to message-generation. If filters are chosen, the parent stays on Filter Rules and drafts/saves rubrics with MCP tools while Message Drafting runs in the background. If filters are skipped, move to Messages/message review only after Message Drafting has started or is ready; update_campaign(currentStep=messages) is not proof of launch. Treat YOLO/autonomous mode as campaign-scoped permission for this single post-import worker; do not ask for another permission click in YOLO. If the user has not enabled YOLO and has not explicitly asked for background agents/subagents/parallel agents/delegation/message bg agent in this campaign, ask once before loading the long message prompt in the parent. If permission is granted and the named Message Drafting custom agent is unavailable, spawn a generic gpt-5.5 xhigh Message Drafting background agent with the same lean campaign/table basis. If no background-agent tool is callable, start the same full message branch inline before filter drafting or before skip-filter message review, record it as statusSource parent-thread-fallback, and require the same live context, prompt, assets, and validation gate before message review; do not wait until filters are saved and then call the registry.",
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  claude: "After confirm_lead_list copies source rows and the initial campaign-table execution slice exists, ask the filter-choice question immediately. Do not invoke any Task/Agent before that question. After the answer, invoke only Message Drafting. If filters are chosen, parent drafts/saves rubrics with MCP tools while Message Drafting runs, asks filter approval, then joins Message Drafting. If filters are skipped, invoke only Message Drafting and move to Messages/message review.",
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- parentThreadRule: 'Named agents are optional acceleration, but message drafting is not optional. The only normal background worker is Message Drafting. YOLO/autonomous mode counts as campaign-scoped permission for this single post-import worker; do not ask for another permission click in YOLO. If a named agent is unavailable after permission, use a generic gpt-5.5 xhigh Message Drafting background agent. source work and filter work stay in the parent thread with MCP tools. If post-find-leads-message-scout is available, run it as the background Message Draft Builder after the filter-choice answer. The registry lookup is not a launch: get_post_find_leads_scout_registry only identifies the worker, and Message Drafting counts as started only after Task/spawn_agent or the host background-agent tool is invoked, or after the parent begins the same full message branch inline because no background-agent tool is callable. This launch must happen before loading filter-leads.md, save_rubrics, filter approval, or skip-filter message review; currentStep=messages is not proof of launch. If post-find-leads-message-scout is absent, do not customer-surface install status. Do not silently fall back to parent-thread message drafting; the main thread must execute the same message branch from CampaignOffer state, selected source state, workflowTableId, and initial campaign-table execution slice rows. If no background-agent tool is callable, start that same full message branch inline before filter drafting or before skip-filter message review, record statusSource parent-thread-fallback / status fallback-active then ready, and require the same live context, prompt, assets, and validation gate before message review; do not report that as a background worker failure. If neither branch nor inline fallback can run, return blocked/retry-needed; do not wait until filters are saved and then call the registry. The Message Drafting handoff must be lean. Do not paste copied row counts, brief hashes, review-batch hashes, full reviewBatchRowIds, broad row data, or local debug artifacts into the spawn prompt. Local markdown/json files are not normal-path inputs. The filter-choice question is the first post-import user gate; do not load post-lead registries or filter references before it. Message drafting starts after the filter-choice answer, must load get_subskill_prompt({ subskillName: "generate-messages" }), and must load every required message asset named by generate-messages Mode 0 through get_subskill_asset before drafting. Reference Asset Loading means loading the required pre-draft reference pack before drafting; return blocked/retry-needed if required assets cannot be loaded; load ai-tells.md because it is never optional. The branch or parent-thread fallback loads the full generate-messages prompt and every referenced asset through get_subskill_asset. After generating/revising the candidate and before returning ready, must load get_subskill_prompt({ subskillName: "create-campaign-v2-validation" }) as the final internal validation gate, must read live campaign table state through scoped MCP/product tools, and must reject mismatched selectedLeadListId/workflowTableId/campaign/workspace input. Do not block when filters were chosen but leadScoringRubrics are not yet visible in the branch read; the parent owns save_rubrics and filter approval in parallel, so Message Drafting should return status ready with basisStatus usable_initial when the campaign/list/table and non-empty execution slice match. Do not use any alternate, local-artifact, or examples-only message prompt. User copy feedback, message QA, or rewrite requests before approve-message must be routed back to Message Drafting with the current recommendation, lean campaign/table basis, and latest user text; the parent must not rewrite or QA the template from memory and must not call update_campaign_brief before approve-message. The worker validates internally and returns only templateRecommendation, tokenFillRules, renderedGoodSample, status, approveOrReviseRecommendation, validationStatus, outputAt, outputHash, and blocked/retry detail. Do not render renderedFallbackSample, risk notes, or a qaReceipt on the normal happy path. On the filter path, save_rubrics keeps the browser on Filter Rules after save_rubrics so the user can approve the saved criteria; only after saved-filter approval and a ready message recommendation, move to Messages with currentStep=messages and template-approval waiting copy. Wait there for message approval. Enrichment, filtering, Generate Message cells, sender setup, sequence attach, and launch wait for template approval on the Use Template path. On the skip path, move to Messages/message review after Message Drafting has started or is ready and wait for message approval before enrichment or Settings. Do not render message review from checklist or shortcut instructions; message review requires a messageDraftRecommendation whose basis proves the generate-messages prompt, required message assets, and validation gate ran for the current campaign/table execution slice. Do not automatically rerun Message Drafting after filters/enrichment finish; show the initial draft by default and offer an enriched rewrite only with explicit user opt-in. Handoff and recommendation output are Markdown with labeled fields, not raw JSON.',
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+ parentThreadRule: 'Named agents are optional acceleration, but message drafting is not optional. The only normal background worker is Message Drafting. YOLO/autonomous mode counts as campaign-scoped permission for this single post-import worker; do not ask for another permission click in YOLO. If a named agent is unavailable after permission, use a generic gpt-5.5 xhigh Message Drafting background agent. source work and filter work stay in the parent thread with MCP tools. If post-find-leads-message-scout is available, run it as the background Message Draft Builder after the filter-choice answer. The registry lookup is not a launch: get_post_find_leads_scout_registry only identifies the worker, and Message Drafting counts as started only after Task/spawn_agent or the host background-agent tool is invoked, or after the parent begins the same full message branch inline because no background-agent tool is callable. This launch must happen before loading filter-leads.md, save_rubrics, filter approval, or skip-filter message review; currentStep=messages is not proof of launch. If post-find-leads-message-scout is absent, do not customer-surface install status. Do not silently fall back to parent-thread message drafting; the main thread must execute the same message branch from CampaignOffer state, selected source state, workflowTableId, and initial campaign-table execution slice rows. If no background-agent tool is callable, start that same full message branch inline before filter drafting or before skip-filter message review, record statusSource parent-thread-fallback / status fallback-active then ready, and require the same live context, prompt, assets, and validation gate before message review; do not report that as a background worker failure. If neither branch nor inline fallback can run, return blocked/retry-needed; do not wait until filters are saved and then call the registry. The Message Drafting handoff must be lean. Do not paste copied row counts, brief hashes, review-batch hashes, full reviewBatchRowIds, broad row data, or local debug artifacts into the spawn prompt. Local markdown/json files are not normal-path inputs. The filter-choice question is the first post-import user gate; do not load post-lead registries or filter references before it. Message drafting starts after the filter-choice answer, must load get_subskill_prompt({ subskillName: "generate-messages" }), and must load every required message asset named by generate-messages Mode 0 through get_subskill_asset before drafting. Reference Asset Loading means loading the required pre-draft reference pack before drafting; return blocked/retry-needed if required assets cannot be loaded; load ai-tells.md because it is never optional. The branch or parent-thread fallback loads the full generate-messages prompt and every referenced asset through get_subskill_asset. After generating/revising the candidate and before returning ready, must load get_subskill_prompt({ subskillName: "create-campaign-v2-validation" }) as the final internal validation gate, must read live campaign table state through scoped MCP/product tools, and must reject mismatched selectedLeadListId/workflowTableId/campaign/workspace input. Do not block when filters were chosen but leadScoringRubrics are not yet visible in the branch read; the parent owns save_rubrics and filter approval in parallel, so Message Drafting should return status ready with basisStatus usable_initial when the campaign/list/table and non-empty execution slice match. Do not use any alternate, local-artifact, or examples-only message prompt. User copy feedback, message QA, or rewrite requests before approve-message must be routed back to Message Drafting with the current recommendation, lean campaign/table basis, and latest user text; the parent must not rewrite or QA the template from memory and must not call update_campaign_brief before approve-message. The worker validates internally and returns only templateRecommendation, tokenFillRules, renderedGoodSample, status, approveOrReviseRecommendation, validationStatus, outputAt, outputHash, and blocked/retry detail. Do not render renderedFallbackSample, risk notes, or a qaReceipt on the normal happy path. On the filter path, save_rubrics keeps the browser on Filter Rules after save_rubrics so the user can approve the saved criteria; after saved-filter approval, move to Filter Leads with currentStep=apply-icp-rubric whether Message Drafting is ready or still running. Wait there for message approval. Enrichment, filtering, Generate Message cells, sender setup, sequence attach, and launch wait for template approval on the Use Template path. On the skip path, move to Messages/message review after Message Drafting has started or is ready and wait for message approval before enrichment or Settings. Do not render message review from checklist or shortcut instructions; message review requires a messageDraftRecommendation whose basis proves the generate-messages prompt, required message assets, and validation gate ran for the current campaign/table execution slice. Do not automatically rerun Message Drafting after filters/enrichment finish; show the initial draft by default and offer an enriched rewrite only with explicit user opt-in. Handoff and recommendation output are Markdown with labeled fields, not raw JSON.',
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  prepareMessagesRule: 'Default create-campaign stays on the existing reviewBatchLimit:15 first campaign-table execution slice. Only call start_campaign_message_preparation when the user explicitly asks for more prepared messages or a send count. For "prepare/generate X messages", set targetPreparedMessages:X, omit maxRowsToCheck so the backend calibrates on at least 100 rows, estimates the row budget from observed rubric/pass yield, caps maxRowsToCheck at 2500, and use approvalMode:mark_ready. After the calibration sample settles, the backend adapts later batches up to 250 rows while recalculating yield. Poll get_campaign_message_preparation_status and summarize preparation-job status: checked rows, passed/prepared/approved count, target, estimated row budget remaining, and stop reason. For "approve X messages", use approvalMode:approve but still do not launch. For "schedule X sends", use approvalMode:approve to approve exactly the bounded X-message cohort during preparation, then continue through sender, sequence, and final launch greenlight; final launch must verify that bounded cohort and must not broad approve-all. campaignId is CampaignOffer.id. If the user asks to stop preparation, the target is wrong, or status shows the wrong campaign/table, call cancel_campaign_message_preparation; otherwise do not cancel a healthy prepare run. cancel_campaign_message_preparation cancels the same pending workflow-table cells as the UI Cancel Pending Cells action. Low-level selectors are diagnostics and recovery only for this lane. start_campaign remains forbidden until final launch greenlight.',
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  },
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  };
@@ -1,9 +1,23 @@
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+ type SenderIdentityMatchField = "linkedinProfileUrl" | "linkedinPublicIdentifier" | "linkedinProviderId";
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+ type VerifiedAccountIdentity = {
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+ provider: "linkedin";
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+ linkedinProfileUrl: string | null;
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+ linkedinPublicIdentifier: string | null;
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+ linkedinProviderId: string | null;
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+ unipileAccountId: string;
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+ unipileExternalAccountId: string | null;
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+ unipileAccountStatus: string | null;
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+ };
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  export type SenderListItem = {
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  id: string;
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  unipileAccountId: string;
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  timeZone: string;
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  displayName: string;
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  linkedinProfileUrl: string | null;
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+ verifiedAccountIdentity: VerifiedAccountIdentity | null;
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+ identityProofAvailable: boolean;
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+ identityMatchFields: SenderIdentityMatchField[];
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+ identityProofMissingReason: string | null;
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  };
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  export type ListSendersResponse = {
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  senders: SenderListItem[];
@@ -42,3 +56,4 @@ export declare const senderToolDefinitions: ({
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  })[];
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  export declare function listSenders(): Promise<ListSendersResponse>;
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  export declare function getSender(input: GetSenderInput): Promise<SenderDetailResponse>;
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+ export {};
@@ -1,4 +1,5 @@
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  import { getApi } from "../api.js";
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+ import { isLinkedInProfileInput, normalizeLinkedInProfileInput, } from "./linkedin-url.js";
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  function pickString(...values) {
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  for (const value of values) {
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  if (typeof value !== "string")
@@ -21,14 +22,89 @@ function computeDisplayName(sender) {
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  return full;
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  return `Sender ${String(sender?.id ?? "").slice(0, 8) || "unknown"}`;
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  }
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+ function getProfileData(sender) {
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+ const profile = sender?.unipileAccount?.profileData ?? sender?.profileData;
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+ return profile && typeof profile === "object"
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+ ? profile
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+ : {};
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+ }
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+ function normalizeLinkedinProfileUrl(value) {
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+ if (!value)
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+ return null;
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+ const normalized = normalizeLinkedInProfileInput(value);
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+ return isLinkedInProfileInput(normalized) ? normalized : null;
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+ }
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+ function extractLinkedinPublicIdentifier(value) {
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+ const normalized = normalizeLinkedinProfileUrl(value);
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+ if (!normalized)
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+ return null;
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+ try {
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+ const url = new URL(normalized);
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+ const match = url.pathname.match(/^\/in\/([^/]+)\/?$/i);
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+ return match?.[1] ? decodeURIComponent(match[1]) : null;
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+ }
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+ catch {
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+ return null;
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+ }
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+ }
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+ function computeLinkedinPublicIdentifier(sender, linkedinProfileUrl) {
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+ const profile = getProfileData(sender);
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+ const publicIdentifier = pickString(profile?.public_identifier, profile?.publicIdentifier, profile?.public_id, profile?.publicId);
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+ if (publicIdentifier)
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+ return publicIdentifier.replace(/^@/, "");
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+ return extractLinkedinPublicIdentifier(linkedinProfileUrl ?? null);
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+ }
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  function computeLinkedinProfileUrl(sender) {
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- const profile = sender?.unipileAccount?.profileData;
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- return (pickString(profile?.linkedinProfileUrl, profile?.linkedin_url, profile?.publicProfileUrl) || null);
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+ const profile = getProfileData(sender);
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+ const fromProfileUrl = normalizeLinkedinProfileUrl(pickString(sender?.linkedinProfileUrl, sender?.unipileAccount?.linkedinProfileUrl, profile?.linkedinProfileUrl, profile?.linkedin_profile_url, profile?.linkedin_url, profile?.publicProfileUrl, profile?.public_profile_url, profile?.profileUrl, profile?.profile_url));
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+ if (fromProfileUrl)
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+ return fromProfileUrl;
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+ const publicIdentifier = computeLinkedinPublicIdentifier(sender);
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+ return publicIdentifier
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+ ? normalizeLinkedinProfileUrl(publicIdentifier)
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+ : null;
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+ }
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+ function computeLinkedinProviderId(sender) {
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+ const profile = getProfileData(sender);
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+ return pickString(sender?.linkedinProviderId, sender?.unipileAccount?.linkedinProviderId, profile?.provider_id, profile?.providerId);
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+ }
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+ function computeVerifiedAccountIdentity(sender, linkedinProfileUrl) {
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+ const account = sender?.unipileAccount ?? {};
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+ const linkedinPublicIdentifier = computeLinkedinPublicIdentifier(sender, linkedinProfileUrl);
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+ const linkedinProviderId = computeLinkedinProviderId(sender);
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+ const identityMatchFields = [];
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+ if (linkedinProfileUrl)
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+ identityMatchFields.push("linkedinProfileUrl");
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+ if (linkedinPublicIdentifier) {
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+ identityMatchFields.push("linkedinPublicIdentifier");
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+ }
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+ if (linkedinProviderId)
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+ identityMatchFields.push("linkedinProviderId");
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+ if (identityMatchFields.length === 0) {
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+ return {
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+ verifiedAccountIdentity: null,
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+ identityMatchFields,
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+ identityProofMissingReason: "Missing LinkedIn profile URL, public identifier, or provider ID. Ask the user to confirm the sender instead of auto-selecting.",
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+ };
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+ }
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+ return {
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+ verifiedAccountIdentity: {
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+ provider: "linkedin",
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+ linkedinProfileUrl,
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+ linkedinPublicIdentifier,
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+ linkedinProviderId,
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+ unipileAccountId: String(sender?.unipileAccountId || account?.id || ""),
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+ unipileExternalAccountId: pickString(account?.externalAccountId),
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+ unipileAccountStatus: pickString(account?.status),
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+ },
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+ identityMatchFields,
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+ identityProofMissingReason: null,
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+ };
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  }
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  export const senderToolDefinitions = [
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  {
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  name: "list_senders",
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- description: "List outbound sender identities available in the active workspace. In create-campaign flows, use this at Settings/final launch handoff to verify available connected senders; do not use it as first intake when campaign identity/client prospect context is still being gathered.",
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+ description: "List outbound sender identities available in the active workspace, including LinkedIn profile URL and verified identity proof when available. In create-campaign flows, use this at Settings/final launch handoff to verify available connected senders; auto-select only when a sender has an exact identity match to the researched campaign identity. If identity proof is missing, ask the user to confirm the sender.",
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  inputSchema: {
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  type: "object",
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  properties: {},
@@ -53,13 +129,21 @@ export async function listSenders() {
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  const api = getApi();
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  const senders = await api.get("/api/v1/outbound-sender-identities");
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  return {
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- senders: (senders || []).map((s) => ({
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- id: String(s?.id || ""),
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- unipileAccountId: String(s?.unipileAccountId || ""),
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- timeZone: String(s?.timeZone || ""),
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- displayName: computeDisplayName(s),
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- linkedinProfileUrl: computeLinkedinProfileUrl(s),
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- })),
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+ senders: (senders || []).map((s) => {
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+ const linkedinProfileUrl = computeLinkedinProfileUrl(s);
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+ const identity = computeVerifiedAccountIdentity(s, linkedinProfileUrl);
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+ return {
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+ id: String(s?.id || ""),
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+ unipileAccountId: String(s?.unipileAccountId || ""),
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+ timeZone: String(s?.timeZone || ""),
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+ displayName: computeDisplayName(s),
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+ linkedinProfileUrl,
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+ verifiedAccountIdentity: identity.verifiedAccountIdentity,
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+ identityProofAvailable: identity.identityMatchFields.length > 0,
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+ identityMatchFields: identity.identityMatchFields,
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+ identityProofMissingReason: identity.identityProofMissingReason,
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+ };
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+ }),
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  };
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  }
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  export async function getSender(input) {
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@sellable/mcp",
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- "version": "0.1.300",
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+ "version": "0.1.302",
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  "type": "module",
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  "description": "Sellable MCP server for Claude Code and Codex campaign workflows",
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  "main": "dist/index.js",
@@ -93,9 +93,9 @@ message-template approval before enrichment/filtering or Generate Message cells.
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  Filter work stays in the parent thread and must inspect visible campaign rows
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  with `get_rows_minimal` / `get_rows` before drafting and saving rubrics; use at
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  most one direct `enrich_with_prospeo` sample when row evidence is too thin.
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- After filter approval and once the message review candidate exists, the browser
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- should move to Messages with `currentStep: "messages"` and show template
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- approval waiting copy until the template is approved.
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+ After filter approval, the browser should move to Filter Leads with
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+ `currentStep: "apply-icp-rubric"` and show template waiting/approval copy until
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+ the template is approved.
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  The default path stays the existing first campaign-table execution slice:
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  review the normal `reviewBatchLimit:15`, approve reviewed draft rows, then move
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  to Settings/sequence/final greenlight. Only call
@@ -431,10 +431,9 @@ vs skip filters immediately. Once the user answers, launch only Message Drafting
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  from the same campaign/table basis. This kickoff is required for both answers:
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  `Use filters` and `Skip filters`. If the user chooses filters, the parent
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  thread moves to Filter Rules, loads the filter reference, saves rubrics, then
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- asks for filter approval while Message Drafting runs. After approval and once
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- the message recommendation is ready, move to Messages with
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- `currentStep: "messages"` and template-approval waiting copy while the message
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- recommendation is reviewed. If the user skips filters, start Message Drafting
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+ asks for filter approval while Message Drafting runs. After approval, move to
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+ Filter Leads with `currentStep: "apply-icp-rubric"` and wait there while Message
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+ Drafting finishes or the recommendation is reviewed. If the user skips filters, start Message Drafting
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  first, then move to Messages/message review after it has started or returned a
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  ready recommendation. `update_campaign({ currentStep: "messages" })` is not
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  proof of kickoff. Enrichment/filtering and Generate Message cells wait for
@@ -970,10 +969,9 @@ updates.
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  call `mcp__sellable__update_campaign({ campaignId, enableICPFilters: true, currentStep: "create-icp-rubric", watchNarration })`
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  so the watched app moves to Filter Rules while the parent drafts/saves
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  rubrics and Message Drafting runs.
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- After rubrics save, keep Filter Rules visible for approval; after approval
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- and once Message Drafting has a review candidate, move to Messages with
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- `currentStep: "messages"` and template-approval waiting copy until the
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- template is approved.
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+ After rubrics save, keep Filter Rules visible for approval; after approval,
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+ move to Filter Leads with `currentStep: "apply-icp-rubric"` and wait there
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+ while Message Drafting finishes or the template is approved.
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  If filters are skipped, launch Message Drafting before moving to
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  Messages/message review; updating `currentStep` to `messages` is not proof
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  that the background worker started. Queue the bounded campaign-table
@@ -988,8 +986,7 @@ updates.
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  the brief, `pick-provider` or the selected provider step while sourcing,
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  `filter-choice` after source rows are copied into the campaign table, `create-icp-rubric` as soon
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  as filters are chosen and while saved filters await approval,
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- `messages` after filter approval while message approval is pending,
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- `apply-icp-rubric` after message approval while bounded enrichment/filter scoring runs, `validate-sample` only as a recovery/legacy
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+ `apply-icp-rubric` after filter approval while message approval is pending and while bounded enrichment/filter scoring runs after approval, `validate-sample` only as a recovery/legacy
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  observation state,
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  `auto-execute-messaging` after at least one row passes and initial campaign-row
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  messages are being generated or reviewed, `awaiting-user-greenlight` only
@@ -6,7 +6,7 @@ visibility: internal
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  # Create Campaign Workflow
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- Fast entry point. This is the fast entry point. Run the active state machine in `core/flow.v2.json`;
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+ Fast entry point. This is the fast entry point for the active state machine in `core/flow.v2.json`;
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  load deeper references only at the stage that needs them.
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  Load the compact flow for exact gates:
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@@ -41,7 +41,7 @@ active flow. Legacy packet/mint artifacts stay in
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  6. Approve the Find Buyers Plan, then approve Start Import.
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  7. Materialize the source list and confirm 15 campaign-table rows for setup.
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  8. Ask whether to use filters or skip them.
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- 9. Persist rubrics, approve saved criteria, then move to Messages.
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+ 9. Persist rubrics, approve saved criteria, then move to Filter Leads.
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  10. Review and approve/revise the message template.
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  11. Sync the approved template into the brief, then queue bounded filtering.
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  12. After one generated pass, review it, then hand off to Settings and launch.
@@ -297,7 +297,7 @@ After `confirm_lead_list` copies source rows and records the review batch, ask t
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  After filter choice, the only normal background worker is Message Drafting (`post-find-leads-message-scout`). The registry lookup is not a launch. Both choices must run this kickoff: call the registry, then start Message Drafting via `Task`/`spawn_agent` before filter refs, `save_rubrics`, or skip review. YOLO: do not ask for another permission click. If no background tool is callable, run the same full branch inline as `parent-thread-fallback`; otherwise return `blocked` / `retry-needed`. `update_campaign({ currentStep: "messages" })` is not proof of kickoff.
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- Parent thread writes filters. On the filters path, start Message Drafting, load `references/filter-leads.md`, save rubrics, and ask users to approve saved criteria. Keep Filter Rules until criteria are approved. Then, once Message Drafting has a review candidate, move to `currentStep: "messages"` with template approval copy; do not queue cells until message approval. Say Message Drafting is preparing the template.
300
+ Parent thread writes filters. On the filters path, start Message Drafting, load `references/filter-leads.md`, save rubrics, and ask users to approve saved criteria. Keep Filter Rules until criteria approval. After approval, move to `currentStep: "apply-icp-rubric"` so the app shows Filter Leads while Message Drafting finishes; no cells until template approval. Say Message Drafting is preparing it.
301
301
 
302
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  Message Drafting must not wait for `save_rubrics` or require visible
303
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  `leadScoringRubrics` before returning a reusable template. The parent waits for
@@ -308,12 +308,12 @@ tools, and asks for filter approval while Message Drafting runs.
308
308
 
309
309
  The parent thread is the orchestrator and the filter writer. On the filters path
310
310
  it must verify `save_rubrics`, keep the browser on Filter Rules, and ask for
311
- filter approval. Only after saved filters are approved and a message review
312
- candidate exists should it move the browser to Messages with durable
313
- `currentStep: "messages"`. The join gate is saved-filter approval or a resolved
314
- skip-filter choice, plus a message recommendation grounded in the same
315
- campaign/table basis. Enrichment, filtering, and Generate Message cells wait for
316
- template approval on the Use Template path.
311
+ filter approval. After saved filters are approved, move the browser to Filter
312
+ Leads with durable `currentStep: "apply-icp-rubric"` while Message Drafting
313
+ finishes or the template is approved. The join gate is saved-filter approval or
314
+ a resolved skip-filter choice, plus a message recommendation grounded in the
315
+ same campaign/table basis. Enrichment, filtering, and Generate Message cells
316
+ wait for template approval on the Use Template path.
317
317
  Message Drafting does not wait for `save_rubrics`: if filters were chosen but
318
318
  saved `leadScoringRubrics` are not visible yet, it should still return the
319
319
  initial reusable template from the campaign-table execution slice with
@@ -354,14 +354,14 @@ approve/revise recommendation, not fallback samples, concerns, or a QA receipt.
354
354
 
355
355
  Be explicit about what has and has not happened:
356
356
 
357
- ````markdown
357
+ ```markdown
358
358
  > **WATCH CODEX BUILD THE CAMPAIGN LIVE**
359
359
  >
360
360
  > [Open live campaign builder]({watchUrl})
361
361
  >
362
362
  > Keep this chat open. I'll ask approval questions here before making decisions
363
363
  > that need your judgment.
364
- ````
364
+ ```
365
365
 
366
366
  Print that watch-link handoff only once before the brief approval question, and
367
367
  only with the exact tokenized `create_campaign.watchUrl`. The driver label comes
@@ -1 +1 @@
1
- {"version":"v2.1-compact","workflow":"create-campaign-v2","principle":"CampaignOffer/watch canonical: brief, source/import, filters/message, Settings, Start.","normalCustomerPath":"Use campaign state/MCP/watchNarration. Do not create, read, link, or surface local files. 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No one is added yet."},"mustRunBefore":["search_signals","search_sales_nav","search_prospeo_companies","confirm_prospeo_company_accounts","search_prospeo","fetch_post_engagers"]},{"action":"run_parent_thread_source_funnel","requiredPrecondition":"source_lane_approved after visible Find Buyers Plan approval","mode":"parent_thread_inline_sequential","sourceAgents":"forbidden in normal create-campaign","loadsOnlyActiveProviderPrompt":true,"defaultOrder":["signal-discovery","sales-nav-recent-active","sales-nav-general","prospeo"],"stopOnFirstViableUnlessComparisonRequested":true}],"requiredCampaignState":["campaignId","campaignBrief","currentStep"],"allowedTools":["get_provider_prompt","lookup_sales_nav_filter","search_sales_nav","search_prospeo_companies","confirm_prospeo_company_accounts","search_prospeo","search_signals","select_promising_posts","fetch_post_engagers","fetch_company","fetch_linkedin_profile","load_csv_dnc_entries","load_csv_linkedin_leads","load_csv_domains","get_rows_minimal","update_campaign","AskUserQuestion","request_user_input","get_campaign_navigation_state"],"doNotAllow":["create_campaign","list_senders","save_rubrics","import_leads","confirm_lead_list","queue_cells","start_campaign","Task","spawn_agent"],"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":"Start Import approval","onEnter":[{"action":"show_source_decision_card","requiredInlineFields":["primary source and exact filters/recipe","Start Import action awaiting approval","for Signal Discovery: compact Source Recommendation in plain language with selected posts, people to check, likely prospects, first review, and fallback","for Signal Discovery: recommended scrape post count and target people-to-check volume","first campaign review size, clearly separate from source sampling","runner-up and why it lost","raw volume","sampled people","sampled fits as n/N plus percentage/range","estimated usable prospects","cleanup risk","what happens after Start Import"],"copyMustAvoid":["lead-source scouting","source scouting","headline-fit","engagers needed","execution slice","ICP","good buyers","real buyers","This approval covers","It does not approve","does not approve filters","filters, messages, sender selection","sender selection, sequence, or sending","Watch link:","campaign-builder URL","repeat the watch URL"],"approvalBoundaryRule":"Use positive Start Import copy only: after approval build source list, add to campaign, review first 15 leads; 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get_rows_minimal before drafting filters.","Call get_rows({ tableId, rowIds }) for row/enrichment sample; rowIds must be a JSON array, not a comma-delimited string.","Use multiple visible rows for repeated false positives, broad enterprise sellers, noisy titles, agencies/vendors, geography, and budget gaps.","Use one direct enrichment sample via enrich_with_prospeo if rows are thin; set enrichMobile: false.","On direct enrichment failure, no credits, provider error, or no match, do not retry; continue with uncertainty or block.","If no rows, do not enrich or save row-grounded filters; ask/import rows or use brief/source with uncertainty.","If zero enriched fields, separate raw row fields from unavailable enrichment; do not pretend enrichment-backed filters are observed.","Stop before save_rubrics on stale workflowTableId/source/campaignId/row ids.","Fail generic sales/BD/partnerships unless target/current evidence proves fit and budget path.","No standalone current_role_* safety; fold into keep/exclude or engagement_only_or_stale_fit_exclusion."]},{"tool":"save_rubrics","requiredFields":["campaignOfferId","leadScoringRubrics"],"writesCampaignState":"leadScoringRubrics","requiredSideEffects":{"enableICPFilters":true,"currentStep":"create-icp-rubric","watchNarration.headline":"Filter rules saved for review"}},{"action":"ask_filter_rubric_review_choice","uses":"request_user_input","choices":["Approve filters","Revise filters","Pause"],"copyMustInclude":["These rules prevent wasted sends before I score/import the list.","approval object is filter rules only","approval is for the filter rules","Approve these filter rules."],"autoSelectIf":"yolo_mode and rubrics are production-shaped","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"]}],"requiredCampaignState":["campaignId","workflowTableId"],"allowedTools":["get_subskill_asset","get_rows_minimal","get_rows","enrich_with_prospeo","save_rubrics","AskUserQuestion","request_user_input"],"doNotAllow":["create_campaign","list_senders","import_leads","confirm_lead_list","update_campaign","queue_cells","start_campaign","check_rubric","queue_campaign_cells","bulk_enrich_with_prospeo"],"waitFor":["filter_rubrics_approved","revise_leads","confirm_with_user","auto_continue"],"transitions":{"filter_rubrics_approved":"message-generation","revise_leads":"find-leads","confirm_with_user":"message-generation","auto_continue":"message-generation"}},{"id":"message-generation","onEnter":[{"action":"set_message_review_visible_step_by_filter_choice","tool":"update_campaign","watchNarration.stage":"fit-message","requiredValues":{"currentStep":"apply-icp-rubric","watchNarration.stage":"fit-message","watchNarration.headline":"Filters saved + waiting for message approval"},"watchNarrationRule":"After filter approval, show Filter Leads; do not queue enrichment/filter/message cells before approve-message.","mustRunBefore":"run_or_reconcile_message_draft_builder","failureRule":"currentStep=apply-icp-rubric"},{"action":"run_or_reconcile_message_draft_builder","target":"post-find-leads-message-scout","toolCallRequiredBeforeDraft":["Task/spawn_agent or inline fallback before parent drafting","generic gpt-5.5 xhigh Message Drafting fallback","lean handoff: campaignId, workflowTableId, brief, source rule, 3-5 rows","no copied counts, hashes, full row ids, broad row data, or artifacts","branch loads current brief/context, full generate-messages prompt/assets","return labeled Markdown: template, token rules, sample, status, recommendation, validation, hash, retry","hide fallback sample, risk notes, and qaReceipt on happy path","inline fallback=parent-thread-fallback; same gates"],"stateSource":"live campaign/table plus sample rows","outputState":"messageDraftRecommendation with internal validation passed","revisionMode":{"when":"revise_messaging, message QA request, or latest user message requests template changes before approve-message","route":"send feedback/QA/rewrite request to post-find-leads-message-scout or generic gpt-5.5 xhigh Message Drafting branch","requiredInputs":["latest user feedback","current messageDraftRecommendation and basisToken/outputHash","lean campaign/table basis and brief summary; 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_handoff","finalGateRequiredBeforeReady":"Load create-campaign-v2-validation before ready."}],"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 template, token rules, rendered sample, status, recommendation, validation, hash, retry.","messageDraftRecommendation hides fallback/risk/qaReceipt in the 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_counts_or_full_rows","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","pre_approval_step_filter_leads"],"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","no_queue_before_template_approval"],"currentStepValue":"apply-icp-rubric"},{"id":"message-review","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"apply-icp-rubric","watchNarration.stage":"fit-message"},"watchNarrationRule":"Before template approval, keep browser on Filter Leads.","mustRunBefore":"render_message_review_from_state","failureRule":"do not ask for message approval until Filter Leads shows and cells unqueued."},{"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 feedback, route feedback to Message Drafting; show revised template/example; 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"},"currentStepValue":"apply-icp-rubric"},{"id":"validate-sample","currentStepValue":"apply-icp-rubric","reference":"references/sample-validation-loop.md","visibleStepRule":"After saved-filter approval and approve-message, queue bounded Enrich Prospect cells.","onEnter":[{"tool":"update_campaign","requiredValues":{"currentStep":"apply-icp-rubric","watchNarration.stage":"fit-message"},"watchNarrationRule":"Template saved; Filter Leads runs bounded enrichment/scoring."},{"tool":"queue_campaign_cells","requiredFields":["workflowTableId","columnRole","rowSelector"],"requiredValues":{"columnRole":"enrich","rowSelector":{"type":"reviewBatch"},"forceRerun":false},"targetCountSource":"reviewBatch.rowCount default 15"},{"tool":"wait_for_campaign_processing","requiredFields":["workflowTableId","minPassedCount"],"requiredValues":{"minPassedCount":1},"readVia":"stats_only_tool_result","timeoutGuidance":"On timeout, use partial diagnostics; do not repeat identical waits.","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","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","currentStepValue":"awaiting-user-greenlight","reference":"references/final-handoff-contract.md","onEnter":[{"tool":"start_campaign_message_preparation","requiredValues":{"targetPreparedMessages":"{requestedMessageCount}","approvalMode":"{scheduleOrApproveIntent ? 'approve' : 'mark_ready'}"},"intentMapping":{"scheduleSends":"approve the exact requested send count"},"when":"explicit_count_or_schedule","batchStrategy":"max250","rowBudgetStrategy":"sample100_cap2500"},{"tool":"get_campaign_message_preparation_status","copyMustInclude":["preparation job status","checked rows","target","stop reason"],"when":"prep_job_started"},{"tool":"get_campaign"},{"tool":"list_senders","purpose":"identity proof at Settings"},{"tool":"update_campaign","requiredValues":{"currentStep":"settings","watchNarration.stage":"review-ready"},"watchNarrationRule":"Say message review is complete, Settings is open, lead research/filtering happened outside LinkedIn, 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 one exact identity match","copyMustAvoid":["Watch link:","campaign-builder URL","repeat the watch URL"],"noAutoSelectIf":"identity proof is missing; ask"},{"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":"Say the recommended follow-up sequence is attached, final launch review is open, and nothing sends 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":["cancel_campaign_message_preparation","get_campaign_message_preparation_status","start_campaign_message_preparation","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","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"],"boundedLaunchRule":"preparation job approved X; no broad approve-all."},{"tool":"start_campaign","requiredFields":["campaignId"],"persistsCurrentStep":"running","watchNarrationRule":"After start_campaign succeeds, say final greenlight was accepted, campaign is live/running, and progress can be watched."}],"allowedTools":["get_campaign","attach_recommended_sequence","start_campaign","AskUserQuestion","request_user_input"],"watchRequired":true,"waitFor":"campaign_started","transitions":{"campaign_started":"running"}},{"id":"running","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","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","allowedTools":["AskUserQuestion","request_user_input"],"terminal":true}]}
@@ -28,7 +28,8 @@ order (all before waiting for the user):
28
28
  1. Call `get_campaign({ campaignId })` and inspect whether the campaign has at
29
29
  least one attached sender and whether a sequence is already attached.
30
30
  2. Call `list_senders()` so the handoff can name available connected senders if
31
- the campaign has none selected.
31
+ the campaign has none selected. Surface each sender's LinkedIn profile URL or
32
+ verified account identity proof when available.
32
33
  3. Call `update_campaign({ campaignId, currentStep: "settings" })` and use
33
34
  `get_campaign_navigation_state` when available so the watched app visibly
34
35
  lands on Settings before sender setup.
@@ -45,8 +46,13 @@ order (all before waiting for the user):
45
46
  `/campaign-builder/{campaignId}/settings?mode={claude|codex}`. Tell the user
46
47
  to connect a sender there, and STOP. Do not attach sequence and do not start.
47
48
  6. If connected senders exist and no sender is attached, ask the user which
48
- connected sender to attach. Attach only the chosen sender. In explicit UAT
49
- safe mode, auto-select only the safe mock sender; never select a real sender.
49
+ connected sender to attach. Auto-select only when exactly one connected
50
+ sender has an exact identity match to the researched sender LinkedIn profile
51
+ URL or verified LinkedIn provider identity. If identity proof is missing,
52
+ multiple senders match, no sender matches exactly, or only display
53
+ name/company appears to match, ask the user to confirm the sender instead.
54
+ Attach only the chosen or exactly matched sender. In explicit UAT safe mode,
55
+ auto-select only the safe mock sender; never select a real sender.
50
56
  7. Call `update_campaign({ campaignId, senderIds: [selectedSenderId],
51
57
  currentStep: "sequence" })` to attach the sender via the v3 senders route and
52
58
  move the watched app to Sequence.
@@ -217,11 +217,11 @@ mark it running only when that branch actually started.
217
217
  When the user chooses filters, immediately persist `enableICPFilters: true` and
218
218
  move to `create-icp-rubric` so the watched app shows Filter Rules while Codex
219
219
  defines the rules in chat. After `save_rubrics`, keep the app on Filter Rules so
220
- the user can read and approve the saved criteria. Once the criteria are approved
221
- and the message-template candidate is ready, move the app to Messages with
222
- `currentStep: "messages"` and show `Filters saved + waiting for message
223
- approval` until the template is approved. Do not queue enrichment/filtering or
224
- Generate Message cells until message approval.
220
+ the user can read and approve the saved criteria. Once the criteria are
221
+ approved, move the app to Filter Leads with `currentStep: "apply-icp-rubric"`
222
+ and show waiting copy while Message Drafting finishes or the template is
223
+ approved. Do not queue enrichment/filtering or Generate Message cells until
224
+ message approval.
225
225
 
226
226
  Fit + message:
227
227
 
@@ -245,7 +245,7 @@ Filters saved + waiting for message approval:
245
245
  {
246
246
  "stage": "fit-message",
247
247
  "headline": "Filters saved + waiting for message approval",
248
- "visibleState": "The browser is showing Messages with saved fit rules and the message template ready for approval.",
248
+ "visibleState": "The browser is showing Filter Leads with saved fit rules.",
249
249
  "agentIntent": "Codex is waiting for the message template approval before enrichment, filtering, or Generate Message cells run.",
250
250
  "nextAction": "Approve or revise the message template",
251
251
  "safety": "Saved filters are ready; row processing stays gated until the message template is approved."
@@ -264,13 +264,12 @@ Template approved, bounded filter test running:
264
264
  }
265
265
  ```
266
266
 
267
- After `approve-message`, leave the template-approval Messages screen and move to
268
- `apply-icp-rubric` / Filter Leads for the bounded cascade. Browser should show
269
- Messages while the template approval is pending, then Filter Leads while the
270
- bounded enrichment and fit scoring run. Move back to Messages once at least one
271
- review row passes and one generated message is ready. Do not wait for the rest
272
- of the batch or a stronger sample before asking the user to approve the
273
- generated message.
267
+ Before `approve-message`, stay on `apply-icp-rubric` / Filter Leads with no
268
+ enrichment or fit scoring queued. After `approve-message`, keep Filter Leads
269
+ visible while the bounded enrichment and fit scoring run. Move to Messages once
270
+ at least one review row passes and one generated message is ready. Do not wait
271
+ for the rest of the batch or a stronger sample before asking the user to approve
272
+ the generated message.
274
273
 
275
274
  Messages waiting for template:
276
275
 
@@ -278,7 +277,7 @@ Messages waiting for template:
278
277
  {
279
278
  "stage": "review-ready",
280
279
  "headline": "Waiting for the template",
281
- "visibleState": "The browser is showing Messages while the saved filters wait for the message template.",
280
+ "visibleState": "The browser is showing Filter Leads while the saved filters wait for the message template.",
282
281
  "agentIntent": "Codex is waiting until the template can be reviewed.",
283
282
  "nextAction": "Review template"
284
283
  }
@@ -479,7 +479,8 @@ Full contract lives in `references/final-handoff-contract.md`.
479
479
  Shape:
480
480
 
481
481
  1. Call `get_campaign({ campaignId })` and inspect sender/sequence state.
482
- 2. Call `list_senders()` so you can surface connected sender options if the
482
+ 2. Call `list_senders()` so you can surface connected sender options and each
483
+ sender's LinkedIn profile URL or verified account identity proof if the
483
484
  campaign has no attached sender.
484
485
  3. Call `update_campaign({ campaignId, currentStep: "settings" })`, then use
485
486
  `get_campaign_navigation_state` when available to confirm the watched app is
@@ -492,9 +493,14 @@ Shape:
492
493
  watch mode as the active campaign URL:
493
494
  `/campaign-builder/{campaignId}/settings?mode={claude|codex}`. Tell the user
494
495
  to connect a sender there, then return here. STOP before sequence attach/start.
495
- 6. If connected senders exist but none is attached, ask the user which connected
496
- sender to attach. Attach only after the user chooses. In explicit UAT safe
497
- mode, use only the safe mock sender; never pick a real sender.
496
+ 6. If connected senders exist but none is attached, auto-select only when
497
+ exactly one connected sender has an exact identity match to the researched
498
+ sender LinkedIn profile URL or verified LinkedIn provider identity. If
499
+ identity proof is missing, multiple senders match, no sender matches exactly,
500
+ or only display name/company appears to match, ask the user which connected
501
+ sender to attach. Attach only after the user chooses or the exact match is
502
+ proven. In explicit UAT safe mode, use only the safe mock sender; never pick
503
+ a real sender.
498
504
  7. Call `update_campaign({ campaignId, senderIds: [selectedSenderId],
499
505
  currentStep: "sequence" })` to attach the sender through the v3 senders
500
506
  route and describe the Sequence view.
@@ -24,7 +24,11 @@ This is the canonical MCP workflow for creating sequencer tables. Prefer this ov
24
24
  - If auth is not OK, stop and show the returned guidance.
25
25
  2. Resolve a sender.
26
26
  - If the user supplied a sender id, use it.
27
- - Otherwise call `mcp__sellable__list_senders()` and use the only sender or ask the user to choose.
27
+ - Otherwise call `mcp__sellable__list_senders()` and auto-select only when
28
+ the user's requested sender identity exactly matches a returned LinkedIn
29
+ profile URL, public identifier, or verified provider ID. If no identity
30
+ proof exists, ask the user to choose even when there is only one connected
31
+ sender.
28
32
  3. Decide whether to create a new table or reuse an existing one.
29
33
  - Prefer `create_workflow_table` for new sequence work.
30
34
  - Use `list_tables` when the user wants to reuse or inspect existing tables.