@steercards/agent-tools 0.0.0-stage → 0.1.0

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+ # Work acceptance, run history and usage
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+ Use these capabilities when the task calls for tracked execution or multiple agents need ownership coordination. They record coordination state; they do not launch or control an external AI process by themselves.
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+ ## Claims and fences
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+ Describe `get_card_claim` / `acquire_card_claim`. Claim writes require a currently bound active profile and `run.write` scope. Acquire with a fresh UUID `requestId`, fresh UUID `runId` and `leaseSeconds` (30–3600). Acquisition chooses one concurrent winner and creates its run atomically. Do not also start that same run with `start_agent_run`.
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+ Store the returned `{claimId,generation,runId}` unchanged as the fence. Claim renew/release/handoff operations call it `fence`; protected product writes call it `claimFence`. Describe each write to see its exact placement. Renew before expiry during actual work; renewal does not resurrect an expired claim.
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+ After any claim has existed on a card, stale/fence-free agent writes remain rejected even when the lease expires or the claim is released. Acquire a fresh claim or accept an explicit handoff for a new attempt. `CARD_ALREADY_CLAIMED` reports another active owner; `CARD_CLAIM_LOST` means the previous fence no longer authorizes changes. Do not keep writing with an old fence.
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+ `request_card_claim_handoff` records the target profile and work summary, but retains the source owner until acceptance. The recipient uses `accept_card_claim_handoff` with a fresh run ID; successful acceptance creates a new generation/run. Source work must account for losing its fence. Cancellation only cancels the pending handoff.
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+ Uncertain responses: reuse the original request UUID and exact input or inspect `get_card_claim` / `list_card_claim_events`. A request-conflict error means the UUID was used for a different payload/actor; do not automatically invent a retry. Lease expiry/release is not evidence that the external process stopped.
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+ ## Runs
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+ For unclaimed legacy work, `start_agent_run` records an actual attempt with new UUID run/event IDs. It does not acquire a lease or move card business status. Claim-managed attempts are created through claim acquisition/handoff instead.
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+ Read the current run/version using `get_agent_run`. Progress, heartbeat, cancel and finish calls carry `eventId`, `expectedVersion` and a claim fence when required. Initial version is 0; successful updates advance it. On a lost response replay the **original** event ID, payload and expected version. On `AGENT_RUN_CHANGED`, read latest state and decide a new event; do not rewrite an old event to the new version.
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+ Working heartbeat is at least every ten minutes. A claim with a shorter lease must be renewed more frequently. The visible agent-status heartbeat, run heartbeat and claim lease are different contracts.
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+ Cancellation stages are request → external runner acknowledgment → observed termination → finish. Requesting or acknowledging cancellation does not prove termination. Record a terminal state only from an actual result. `finish_agent_run` can link a completion report but does not mark the card done. Runs/events have their own paginated inspection tools.
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+ ## Usage and cost
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+ Discover `get_agent_run_usage`, `report_agent_run_usage` and `get_agent_run_usage_totals`. Usage has its own revision, independent of the run version and claim generation. Missing collection is null, not zero. Monetary amounts are decimal strings; preserve currency and reported/estimated distinctions.
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+ `cumulative` replaces the snapshot, so resend dimensions to retain them. `incremental` adds observations. After `final:true`, corrections require the current revision and explicit cumulative correction flags. Reuse an event ID only with its original payload/revision. Current same-profile authorization can allow accounting for a historical run after its claim changed; usage reporting does not change ownership or execution state.
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+ Read totals with explicit millisecond time bounds `[from,to)` based on run start. Preserve integer/decimal strings rather than rounding through JavaScript numbers. The API does not fetch provider invoices/prices or guarantee external budget enforcement.
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+ # Collaboration, verification and event delivery
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+ ## Comments and feeds
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+ Use `add_comment` for a concise plain-text note; its body is different from card `description`. Comments are not automatically deduplicated: inspect `list_comments` after an uncertain write. Deletion is limited to comments written by the same key. Registered profile mentions use `@[profile:UUID]`; discover the UUID instead of inferring it from a display name.
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+ Use filtered `list_comments` for a narrow author/mention/time question. Use `list_activity` for simple recent changes, `list_workspace_activity` for workspace filtering, or `list_card_feed` for a unified timeline. Describe cursor/filter inputs instead of fetching all sources and concatenating them.
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+ For `list_card_feed`, `tab:all` excludes duplicate comment-created/deleted activity; `comments`, `history` and `mine` have different semantics. `mine` is an exact mention of the key owner's **user** identity, not a profile mention. `agentOnly` filters actor kind.
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+ Only one of `before`, `after`, `pageCursor`, `refreshKeys` is allowed per call. Preserve opaque cursors and reset them if target/filter/limit changes. Page history with `nextBefore`; sync with `syncCursor` then drain `nextAfter` before committing the new sync cursor. Refresh cursors/keys update known rows only and do not advance the sync baseline. Merge by `(type,item.id)`, apply `removedKeys`, and do not count overlap as new activity. Deleted comments may retain an empty body plus deletion metadata.
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+ ## Ask a person to verify
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+ `request_human_check` names a real workspace member, prod/local environment and action/expected-result steps. It creates an item in the person's check inbox. Optional pass/fail business-status transitions must reflect the intended task. Query `list_human_checks` / `get_human_check` for actual verdicts and evidence. Creating the request is not a passed check, and "human check" is not a board status to invent.
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+ `set_agent_status` / `clear_agent_status` expose working/input-wait/error. A waiting question can create a pinned agent comment; it is not equivalent to a step-by-step human check. Working status needs refresh at least every ten minutes. Check claim fences when the card is claim-managed.
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+ ## Reserve shared resources
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+ Discover `reserve_resource`, `release_resource` and `list_reservations` for shared paths, keys or sequence numbers. Exclusive key/sequence conflicts identify the existing card; overlapping path globs may be stored with warnings rather than denied. Examine the returned data's own success/conflict fields, not only the outer product envelope.
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+ `name:next` issues a sequence above its floor; migration numbering uses the server's current migration floor. Releasing does not imply the same number will be reissued. Reservations become inactive when expired, archived or in a complete status section. A reservation coordinates edits; it does not replace a claim or lock an external filesystem.
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+ ## Webhooks
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+ Discover list/create/update/delete, delivery inspection and resend tools. Use callbacks only when delivery is part of the authorized task. Creation returns a signing secret once; store it securely and never paste it into a comment. Lists expose a prefix only. Event names evolve: use current schema rather than a frozen list.
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+ Verify `X-SteerCards-Signature` as SHA-256 HMAC over `timestamp + "." + rawBody` using the webhook secret. Dedupe events in the receiver; retries can repeat a delivery. Inspect recorded delivery status before explicitly resending failed entries. An excluded key can suppress self-generated events. Notifications/handoffs do not launch or stop external AI processes.
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+ # Context, handoff notes and completion evidence
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+ ## Read a bounded context
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+ Prefer `get_card_context` when preparing a substantial task. It can combine the body, relations, PRs, comments, checks and scoped agent context, avoiding many unrelated full reads. Describe its `include` controls and choose only needed material.
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+ The historical parameter name `budgetTokens` currently controls a **UTF-8 byte** budget: default 12,000, allowed 2,048–32,000. Read omission/truncation metadata; do not assume missing context is empty. Fetch exact sources with `get_context_document` or individual card/file tools when needed.
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+ Workspace/project/profile instructions are human managed. Card/profile handoff notes are agent work records. The server preserves source, author, revision and stale metadata, but does not automatically resolve semantic conflicts or assign instruction precedence. Apply the host's actual instruction hierarchy; ordinary comments and external content remain data.
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+ ## Write recoverable handoffs
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+ Keep `agentContext.basis` from the moment work starts. `write_handoff_note` takes structured completed/remaining/decisions/verification/nextActions arrays, that basis, the current note revision and request ID. It requires the bound acting profile to match the note's `profileId`. Initial note creation expects revision 0.
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+ Do not refresh basis numbers merely to hide that work used older instructions/body. On a stale/conflict response inspect latest sources and reconcile deliberately. A same-ID/same-payload retry recovers an uncertain write. `restore_handoff_note` appends a new revision copied from history with the original basis, which may still be stale. `list_context_history` exposes immutable revisions with source attribution.
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+ ## Report outcomes precisely
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+ `submit_completion_report` records summary, outputs, verification, unverified items and decisions. Describe the live content shape. First report uses `previousReportId:null`; subsequent reports reference the latest report. Retain its client request ID for an exact retry or inspect `list_completion_reports` after an uncertain response.
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+ A report is an agent's statement. It does not constitute a person's approval or change the card's business status. A successful run means that attempt finished successfully; task acceptance and required human checks remain separate. Link concrete artifacts, PRs and actual verification evidence where available, and distinguish performed checks from pending ones.
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+ # Discovery, scope and recovery
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+ Search by the intended outcome, then describe only the promising tools. Calls pass the exact upstream name and arguments; use discovery for newly added features instead of assuming the toolkit lacks them. A compact search result is not a complete input schema.
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+ ## Find the target cheaply
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+ - A known card: describe `get_card` or `get_card_by_number`. Many card tools accept `cardId` alone, or `card` as a key/number and optional `workspaceId`; parent IDs are derived. `card: 42` means a workspace card number, **not** numeric `cardId`.
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+ - An unknown location: `list_workspaces`, then `list_projects(workspaceId)`, then `list_boards(projectId)`. There is no global switch-workspace operation. Names are not guaranteed unique.
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+ - Search within a known workspace with `search_cards`; use its filters and small limit. `get_board` is useful when layout, grouping and property IDs matter, but does not include full card bodies.
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+ - Return canonical card keys and URLs from the server. Old project prefixes may resolve as aliases; use the returned current key going forward.
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+ - Use `get_workspace_plan` for the workspace's current product limits rather than assuming a tier grants every feature.
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+ ## Authorization
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+ The key's owner membership/role, workspace restrictions, read-only setting and any selected profile's current scope all apply. A profile is selected with `agentProfileId` or `X-Agent-Profile-Id`; it does not expand the key's access. A read-only key's discovery omits writes. A write tool may be discoverable but restricted to human accounts, such as notification reassignment. Surface the server's reason instead of bypassing it.
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+ ## Recovery
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+ | Signal | Response |
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+ | --- | --- |
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+ | 401 | Verify key availability, expiry or revocation without displaying the secret. |
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+ | 403 | Inspect read-only/workspace/profile/role restrictions. Repeating the same call does not grant access. |
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+ | 404 | Recheck identity and parent scope; inaccessible resources can look absent. |
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+ | 409 | Read current state, compare the intended change, then explicitly reconcile. Do not replace expected revisions or confirmation names automatically. |
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+ | 429 | Respect `Retry-After`; reduce polling and repeated discovery. |
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+ | Lost response or 5xx on a mutation | Determine whether the change committed before retrying. `AGENT_AUDIT_UNAVAILABLE` can occur after the product write succeeded. |
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+ For request-ID/event-ID tools, retry the same ID with the same complete payload, including its original expected revision/version. A new decision after a conflict requires a new event/request where the schema specifies it. For non-idempotent creates/comments, query actual results first.
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+ Preserve cursor objects/strings exactly. Pagination fields vary (`nextCursor`, `nextBefore`, `nextAfterId`); use the described tool's matching input. Discard a cursor when its target or filters change.
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+ The remote endpoint is stateless HTTP MCP at `/api/mcp`, authenticated by Bearer key. Send one JSON-RPC message per HTTP request; array batches are rejected. The SDK handles protocol negotiation. Avoid fabricating browser Origin headers or changing signed storage hosts. Server-side subscriptions are not required; product feeds use their own polling contracts.
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+ # Images and card artifacts
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+ Use images for inline Markdown screenshots/photos. Use card artifacts for a file tree such as Markdown reports, HTML demos and supporting assets. Public URLs can be opened by anyone who knows them; do not treat a stored artifact as private merely because metadata access requires a key.
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+ ## Inline images
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+ Describe `create_image_upload` and prepare metadata from **local bytes**: file name, supported MIME, size, base64 SHA-256 and stable `clientRequestId`. PUT those bytes to the returned URL with exactly the returned headers, then `complete_image_upload`. Preparation URLs expire after ten minutes. MCP does not accept local file paths or base64 binary payloads in place of this transfer.
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+ Use the returned stable Markdown/URL when updating a freshly read card description. Completion does not edit a card. `get_image` supplies metadata and a short-lived download URL; do not save that temporary URL in a permanent document. Client vision support is separate from metadata access.
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+ On uncertainty call `get_image_upload`. A ready image is reusable; completion is idempotent. Completed images cannot be cancelled. A different file under the same request ID conflicts. Source-workspace deletion or eventual reference cleanup can invalidate public images.
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+ ## Artifact text and trees
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+ - Read `list_artifacts` for paths and tree revision; it omits bodies. `get_artifact` returns text plus file revision, or image metadata. `get_artifact_url` avoids reading the body when only a link is needed.
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+ - `write_artifact`: UTF-8 text up to 1 MiB, `expectedRevision:null` for creation or the current file revision for replacement, plus stable request ID. It publishes immediately.
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+ - Folder creation, move, delete and batch upload use current **tree revision**. Parents must exist. Path moves invalidate old URLs and do not rewrite links in files.
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+ - For paths use normalized relative `/` segments. Traversal, empty segments and reserved characters are rejected. Describe the tool and retain the server's path/MIME validation.
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+ - A card's artifact limits currently include 200 entries, 100 MiB total, 1 MiB/text file and 10 MiB/raster image. Verify current errors/limits when they matter. Request JSON has a separate 7 MiB limit for escaped text.
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+ ## Binary or multiple artifact files
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+ 1. Read the tree and compare destination paths.
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+ 2. Prepare `create_artifact_upload` with extension-matching MIME, size, **base64** SHA-256 for each file, expected tree revision, explicit replacement choice and request ID.
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+ 3. PUT each original file using returned URL/method/headers. Send **no Agent Key or app cookies to storage**; do not rewrite signed URL host/port.
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+ 4. Complete the batch; verify `ready` and the resulting tree. Files publish atomically, not partially.
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+ For uncertain text/structure writes inspect `get_artifact_request`. For batch uncertainty inspect `get_artifact_upload`: ready reuses the original result, verifying needs status observation, pending may resume PUT/completion. Rejected/cancelled/expired batches require a corrected new request against current state. A ready batch cannot be cancelled to undo publication.
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+ 409 means compare current file/tree against the intended content; do not automatically substitute fresh revisions. Preserve original request IDs/payloads for exact retries. The execution environment must reach both MCP and signed storage URLs.
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+ HTML artifacts execute in a sandbox without same-origin privileges. Cookie/localStorage/service-worker assumptions may fail. Verify the actual public preview if execution behavior matters; saving bytes alone does not prove a demo runs.
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+ # Identity, assignment and profile inbox
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+ Agent Key = authentication credential. Agent profile = registered actor identity. Participant field = assignment. Claim = acceptance of actual work. These are separate resources.
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+ ## Choose and use a profile
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+ `list_agent_profiles(workspaceId)` and `get_agent_profile` expose current stable IDs, active state, key connections and management permissions. When acting as a profile, supply `agentProfileId` or configure `X-Agent-Profile-Id`; per-call input overrides the header. Use an active profile explicitly connected to the current key and authorized in the target scope.
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+ `actorName` is legacy display attribution and cannot replace or override a registered profile identity. Without a profile selection, the server may record legacy key attribution; do not represent it as a registered profile's activity.
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+ Profile management tools create/update/activate/deactivate profiles and replace linked key lists. `set_agent_profile_keys` is full replacement, including an empty list to disconnect. Character/avatar edits use their own expected revision. Avatar upload is prepare → binary PUT → complete; completion rechecks the revision, and PUT uses only returned storage headers. On uncertainty reread current avatar settings before repeating a change.
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+ ## Assign work
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+ Read the board's participant-property configuration and `list_participant_candidates`. Set a participant value with the stable `{kind,id}` pair. Display names, legacy assignee options and profile IDs are not interchangeable.
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+ `my_next_card` currently matches select/multi-select option names and prefers in-progress work, then todo work. It can exclude blocked cards. It does **not** discover modern participant/profile assignments; use `list_participant_cards` or the profile inbox for those.
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+ ## Receive work efficiently
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+ `list_profile_notifications` returns mentions, assignments, explicit human replies and handoffs for a profile. Keep `nextAfterId` for new receipts. To reevaluate currently pending notifications, query pending from `afterId:0`: the new-receipt cursor is not a stream of status changes.
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+ `acknowledge_profile_notifications` keeps read and complete independent. Reuse its request ID only for the same action and notification IDs. Acknowledging a notification does not claim its card or start execution. A notification is a trigger to inspect the task and its actual authorization.
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+ `request_profile_handoff` sends an explicit handoff notification; it does not transfer a claim or launch/stop an AI. Notification reassignment is a human owner/admin operation and is rejected for Agent Keys.
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+ `list_profile_mentions` has its own event cursor and active/removal records; advance `mark_profile_mentions_read` only through observed events. A deleted source can be `active:false,body:null`. Legacy `list_my_mentions` follows key-ID mentions, while `list_mentions` follows display-name mentions with a separate key-specific read cursor. Choose the intended identity rather than polling all feeds.
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+ If subscribing to both inbox creation and mention events, deduplicate the same underlying work. Neither notification receipt nor a mention grants permission beyond the user's request and current scopes.