@tryparsley/mcp-server 0.1.0

package/dist/prompts.js

@@ -0,0 +1,236 @@
+/**
+ * MCP Prompts - predefined workflow templates that appear in Claude's prompt picker.
+ *
+ * Prompts instruct Claude which Parsley tools to call (and optionally which CRM
+ * MCP tools to cross-reference), then how to synthesise results into actionable output.
+ *
+ * Cross-MCP prompts are CRM-agnostic - they work with any CRM that has an MCP server.
+ */
+import { z } from "zod";
+export function registerPrompts(server, hasBusiness) {
+    // 1. Morning Briefing (cross-MCP)
+    server.prompt("morning_briefing", "Start your day with a summary of hot leads, intent signals, and follow-up priorities.", { days: z.string().default("7").describe("Lookback period in days") }, (args) => {
+        if (!hasBusiness) {
+            return {
+                messages: [
+                    {
+                        role: "user",
+                        content: {
+                            type: "text",
+                            text: "This prompt requires a Parsley Business plan. Upgrade at https://www.parsley.id/pricing",
+                        },
+                    },
+                ],
+            };
+        }
+        const days = args.days || "7";
+        return {
+            description: "Morning briefing - hot leads and follow-up priorities",
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Use the Parsley \`get_hot_leads\` tool to fetch hot and warm leads from the last ${days} days.
+
+For each lead, summarise:
+- Who they are (name, company if known)
+- What they asked about (topics)
+- Which MEDDIC signals were detected and the evidence quotes
+- Their lead quality (hot/warm) and intent signal
+
+If a CRM MCP is also connected (e.g. Attio, HubSpot, Salesforce, Copper, Pipedrive), check whether each lead has been contacted or has a recent activity in the CRM. Flag any hot or warm leads that haven't been contacted.
+
+End with a prioritised action list: who to contact first and why, based on lead quality, MEDDIC qualification strength, and recency.`,
+                    },
+                },
+            ],
+        };
+    });
+    // 2. Stale Leads Check (cross-MCP)
+    server.prompt("stale_leads_check", "Find hot leads that haven't been followed up in your CRM.", {
+        days: z
+            .string()
+            .default("3")
+            .describe("Leads older than this many days without CRM activity are flagged"),
+    }, (args) => {
+        if (!hasBusiness) {
+            return {
+                messages: [
+                    {
+                        role: "user",
+                        content: {
+                            type: "text",
+                            text: "This prompt requires a Parsley Business plan. Upgrade at https://www.parsley.id/pricing",
+                        },
+                    },
+                ],
+            };
+        }
+        const days = args.days || "3";
+        return {
+            description: "Find qualified leads with no CRM follow-up",
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Use Parsley \`get_hot_leads\` with include_warm=true to fetch qualified leads from the last 14 days.
+
+For each lead, use the connected CRM MCP to check the contact's last activity or last contacted date.
+
+Flag any lead where:
+(a) the lead quality is hot or warm, AND
+(b) the CRM shows no activity in the last ${days} days, OR the contact doesn't exist in the CRM yet.
+
+Present results as an urgent follow-up list. For each stale lead, include:
+- Their name/company and lead quality
+- What they asked about on Parsley (topics and key MEDDIC signals)
+- How many days since their Parsley conversation
+- CRM status (no record found, or last activity date)
+
+If no CRM MCP is connected, explain that this prompt requires both Parsley and a CRM MCP to be connected, and suggest they check their MCP configuration.`,
+                    },
+                },
+            ],
+        };
+    });
+    // 3. Coaching Gaps (Parsley only)
+    server.prompt("coaching_gaps", "Identify leads with MEDDIC gaps and suggest questions to fill them.", { days: z.string().default("30").describe("Lookback period in days") }, (args) => {
+        if (!hasBusiness) {
+            return {
+                messages: [
+                    {
+                        role: "user",
+                        content: {
+                            type: "text",
+                            text: "This prompt requires a Parsley Business plan. Upgrade at https://www.parsley.id/pricing",
+                        },
+                    },
+                ],
+            };
+        }
+        const days = args.days || "30";
+        return {
+            description: "MEDDIC coaching brief - gaps and suggested questions",
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Use Parsley \`get_conversations\` filtered to hot and warm leads from the last ${days} days.
+
+For each conversation found, use \`get_conversation_detail\` to check which MEDDIC signals are detected and which are missing.
+
+For each missing MEDDIC signal, suggest a natural follow-up question the sales rep could ask to uncover that signal. The questions should feel conversational, not interrogative.
+
+MEDDIC signal types and what to ask:
+- **Metrics**: "What does success look like for you? How would you measure the ROI?"
+- **Economic Buyer**: "Who else would need to sign off on this decision?"
+- **Decision Criteria**: "What are the must-haves vs nice-to-haves for your team?"
+- **Decision Process**: "Walk me through your typical evaluation process - what are the steps?"
+- **Identify Pain**: "What's the biggest challenge you're facing with your current setup?"
+- **Champion**: "Is there someone on your team who's championing this internally?"
+
+Format as a coaching brief:
+- Lead name and company
+- Current signals detected (with evidence quotes)
+- Missing signals
+- Suggested follow-up questions for each gap`,
+                    },
+                },
+            ],
+        };
+    });
+    // 4. Content Opportunities (Parsley only)
+    server.prompt("content_opportunities", "What are visitors asking that you can't answer? Surface content gaps.", {
+        days: z.string().default("30").describe("Lookback period in days"),
+        limit: z.string().default("10").describe("Maximum number of gaps to analyse"),
+    }, (args) => {
+        if (!hasBusiness) {
+            return {
+                messages: [
+                    {
+                        role: "user",
+                        content: {
+                            type: "text",
+                            text: "This prompt requires a Parsley Business plan. Upgrade at https://www.parsley.id/pricing",
+                        },
+                    },
+                ],
+            };
+        }
+        const days = args.days || "30";
+        const limit = args.limit || "10";
+        return {
+            description: "Content gap analysis from unanswered chatbot questions",
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `Use Parsley \`get_knowledge_gaps\` to fetch the top ${limit} unanswered questions from the last ${days} days.
+
+Group the results by topic. For each cluster of related questions, suggest:
+
+1. **Blog post title** - a blog post that would answer these questions and drive organic traffic
+2. **Chatbot knowledge doc** - a document to upload to the Parsley chatbot so it can answer these questions in future
+3. **FAQ entry** - a concise FAQ entry for the marketing site
+
+Prioritise by frequency - the most-asked unanswered questions first. For each suggestion, explain why this content would be valuable based on the visitor questions.`,
+                    },
+                },
+            ],
+        };
+    });
+    // 5. Deal Prep (optional cross-MCP)
+    server.prompt("deal_prep", "Brief me before a call - what has this person or company asked about?", {
+        company_or_name: z.string().describe("Company name or person's name to search for"),
+    }, (args) => {
+        if (!hasBusiness) {
+            return {
+                messages: [
+                    {
+                        role: "user",
+                        content: {
+                            type: "text",
+                            text: "This prompt requires a Parsley Business plan. Upgrade at https://www.parsley.id/pricing",
+                        },
+                    },
+                ],
+            };
+        }
+        const target = args.company_or_name;
+        return {
+            description: `Pre-call briefing for ${target}`,
+            messages: [
+                {
+                    role: "user",
+                    content: {
+                        type: "text",
+                        text: `I have an upcoming call with "${target}". Help me prepare.
+
+Use Parsley \`search_by_intent\` with topic="${target}" to find related conversations. Also use \`get_lead_enrichment\` with has_company=true to check for company matches.
+
+For each matching conversation, use \`get_conversation_detail\` to pull the full context.
+
+Summarise:
+- **What they asked about** - topics and specific questions
+- **MEDDIC signals detected** - with evidence quotes showing what they said
+- **Pain points or objections** - anything that suggests concerns or blockers
+- **Qualification level** - overall lead quality and intent score
+- **Enrichment data** - company, role, timeline, budget context if available
+
+If a CRM MCP is also connected, pull the deal stage, recent activity, and any notes from the CRM record.
+
+End with:
+1. **Key talking points** for the call
+2. **Potential objections** to prepare for
+3. **Suggested next steps** based on their qualification level and gaps`,
+                    },
+                },
+            ],
+        };
+    });
+}
+//# sourceMappingURL=prompts.js.map

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package/dist/tools/get-analytics-summary.d.ts

@@ -0,0 +1,14 @@
+import { z } from "zod";
+import type { ApiClient } from "../lib/api-client.js";
+import type { AnalyticsSummaryResponse } from "../lib/types.js";
+export declare const GetAnalyticsSummarySchema: z.ZodObject<{
+    days: z.ZodDefault<z.ZodNumber>;
+}, "strip", z.ZodTypeAny, {
+    days: number;
+}, {
+    days?: number | undefined;
+}>;
+export type GetAnalyticsSummaryParams = z.infer<typeof GetAnalyticsSummarySchema>;
+export declare function formatAnalyticsSummary(summary: AnalyticsSummaryResponse): string;
+export declare function executeGetAnalyticsSummary(client: ApiClient, params: GetAnalyticsSummaryParams): Promise<string>;
+//# sourceMappingURL=get-analytics-summary.d.ts.map

package/dist/tools/get-analytics-summary.d.ts.map

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package/dist/tools/get-analytics-summary.js

@@ -0,0 +1,35 @@
+import { z } from "zod";
+export const GetAnalyticsSummarySchema = z.object({
+    days: z.number().min(1).max(365).default(30).describe("Lookback period in days"),
+});
+export function formatAnalyticsSummary(summary) {
+    const lines = [
+        `# Analytics Summary (${summary.period.days} days)`,
+        `Period: ${summary.period.start} to ${summary.period.end}`,
+        "",
+        "## Overview",
+        `- Profile views: ${summary.profileViews}`,
+        `- Total conversations: ${summary.totalConversations}`,
+        `- Leads captured: ${summary.leadsCaptured}`,
+        `- Conversion rate: ${summary.conversionRate.toFixed(1)}%`,
+        `- Knowledge gap rate: ${summary.knowledgeGapRate.toFixed(1)}%`,
+        "",
+        "## Lead Quality Breakdown",
+        `- Hot: ${summary.hotLeads}`,
+        `- Warm: ${summary.warmLeads}`,
+        `- Cold: ${summary.coldLeads}`,
+    ];
+    if (summary.topTopics.length > 0) {
+        lines.push("");
+        lines.push("## Top Topics");
+        for (const topic of summary.topTopics) {
+            lines.push(`- ${topic.topic}: ${topic.count} (${topic.percentage.toFixed(0)}%)`);
+        }
+    }
+    return lines.join("\n");
+}
+export async function executeGetAnalyticsSummary(client, params) {
+    const summary = await client.getAnalyticsSummary(params);
+    return formatAnalyticsSummary(summary);
+}
+//# sourceMappingURL=get-analytics-summary.js.map

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package/dist/tools/get-conversation-detail.d.ts

@@ -0,0 +1,14 @@
+import { z } from "zod";
+import type { ApiClient } from "../lib/api-client.js";
+import type { ConversationDetail } from "../lib/types.js";
+export declare const GetConversationDetailSchema: z.ZodObject<{
+    conversation_id: z.ZodString;
+}, "strip", z.ZodTypeAny, {
+    conversation_id: string;
+}, {
+    conversation_id: string;
+}>;
+export type GetConversationDetailParams = z.infer<typeof GetConversationDetailSchema>;
+export declare function formatConversationDetail(detail: ConversationDetail): string;
+export declare function executeGetConversationDetail(client: ApiClient, params: GetConversationDetailParams): Promise<string>;
+//# sourceMappingURL=get-conversation-detail.d.ts.map

package/dist/tools/get-conversation-detail.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/get-conversation-detail.js

@@ -0,0 +1,103 @@
+import { z } from "zod";
+export const GetConversationDetailSchema = z.object({
+    conversation_id: z.string().describe("The conversation ID to retrieve"),
+});
+export function formatConversationDetail(detail) {
+    const lines = [];
+    // Header
+    const visitor = detail.visitorName || "Anonymous";
+    const company = detail.visitorCompany ? ` (${detail.visitorCompany})` : "";
+    lines.push(`# ${visitor}${company}`);
+    lines.push("");
+    // Contact info
+    if (detail.visitorEmail) {
+        lines.push(`**Email:** ${detail.visitorEmail}`);
+    }
+    lines.push(`**Date:** ${detail.date}`);
+    lines.push(`**Lead Quality:** ${detail.leadQuality.toUpperCase()}`);
+    lines.push(`**Intent:** ${detail.intentSignal} (score ${detail.intentScore}/5)`);
+    lines.push("");
+    // MEDDIC signals
+    const meddicLabels = {
+        metrics: "Metrics",
+        economicBuyer: "Economic Buyer",
+        decisionCriteria: "Decision Criteria",
+        decisionProcess: "Decision Process",
+        identifyPain: "Identify Pain",
+        champion: "Champion",
+    };
+    const detected = [];
+    const missing = [];
+    for (const [key, label] of Object.entries(meddicLabels)) {
+        const has = detail.meddicSummary[key];
+        if (has) {
+            detected.push(label);
+        }
+        else {
+            missing.push(label);
+        }
+    }
+    lines.push("## MEDDIC Qualification");
+    if (detected.length > 0) {
+        lines.push(`**Detected:** ${detected.join(", ")}`);
+    }
+    if (missing.length > 0) {
+        lines.push(`**Missing:** ${missing.join(", ")}`);
+    }
+    lines.push("");
+    // Signal evidence
+    if (detail.meddicSignals.length > 0) {
+        lines.push("### Signal Evidence");
+        for (const signal of detail.meddicSignals) {
+            const label = signal.type.replace(/_/g, " ").replace(/\b\w/g, (c) => c.toUpperCase());
+            lines.push(`- **${label}** (${signal.confidence}): "${signal.quote}"`);
+        }
+        lines.push("");
+    }
+    // Topics
+    if (detail.topics.length > 0) {
+        lines.push(`**Topics:** ${detail.topics.join(", ")}`);
+        lines.push("");
+    }
+    // Engagement
+    if (detail.engagement) {
+        lines.push("## Engagement");
+        lines.push(`- Messages: ${detail.messageCount} (${detail.engagement.visitorMessageCount} from visitor)`);
+        const mins = Math.round(detail.engagement.sessionDuration / 60);
+        lines.push(`- Duration: ${mins > 0 ? `${mins} min` : `${detail.engagement.sessionDuration}s`}`);
+        lines.push(`- Return visitor: ${detail.engagement.isReturnVisitor ? "Yes" : "No"}`);
+        lines.push("");
+    }
+    // Enrichment
+    if (detail.enrichment) {
+        const parts = [];
+        if (detail.enrichment.company)
+            parts.push(`Company: ${detail.enrichment.company}`);
+        if (detail.enrichment.role)
+            parts.push(`Role: ${detail.enrichment.role}`);
+        if (detail.enrichment.timeline)
+            parts.push(`Timeline: ${detail.enrichment.timeline}`);
+        if (detail.enrichment.budgetContext)
+            parts.push(`Budget: ${detail.enrichment.budgetContext}`);
+        if (parts.length > 0) {
+            lines.push("## Lead Enrichment");
+            for (const part of parts)
+                lines.push(`- ${part}`);
+            lines.push("");
+        }
+    }
+    // Knowledge gaps
+    if (detail.knowledgeGaps.length > 0) {
+        lines.push("## Unanswered Questions");
+        for (const gap of detail.knowledgeGaps) {
+            lines.push(`- ${gap}`);
+        }
+        lines.push("");
+    }
+    return lines.join("\n");
+}
+export async function executeGetConversationDetail(client, params) {
+    const detail = await client.getConversationDetail(params.conversation_id);
+    return formatConversationDetail(detail);
+}
+//# sourceMappingURL=get-conversation-detail.js.map

package/dist/tools/get-conversation-detail.js.map

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package/dist/tools/get-conversations.d.ts

@@ -0,0 +1,23 @@
+import { z } from "zod";
+import type { ApiClient } from "../lib/api-client.js";
+import type { ConversationSummary } from "../lib/types.js";
+export declare const GetConversationsSchema: z.ZodObject<{
+    days: z.ZodDefault<z.ZodNumber>;
+    lead_quality: z.ZodOptional<z.ZodEnum<["hot", "warm", "cold"]>>;
+    intent_signal: z.ZodOptional<z.ZodEnum<["high_intent", "evaluation", "research", "support"]>>;
+    limit: z.ZodDefault<z.ZodNumber>;
+}, "strip", z.ZodTypeAny, {
+    days: number;
+    limit: number;
+    lead_quality?: "hot" | "warm" | "cold" | undefined;
+    intent_signal?: "high_intent" | "evaluation" | "research" | "support" | undefined;
+}, {
+    days?: number | undefined;
+    lead_quality?: "hot" | "warm" | "cold" | undefined;
+    intent_signal?: "high_intent" | "evaluation" | "research" | "support" | undefined;
+    limit?: number | undefined;
+}>;
+export type GetConversationsParams = z.infer<typeof GetConversationsSchema>;
+export declare function formatConversations(conversations: ConversationSummary[]): string;
+export declare function executeGetConversations(client: ApiClient, params: GetConversationsParams): Promise<string>;
+//# sourceMappingURL=get-conversations.d.ts.map

package/dist/tools/get-conversations.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/get-conversations.js

@@ -0,0 +1,37 @@
+import { z } from "zod";
+export const GetConversationsSchema = z.object({
+    days: z.number().min(1).max(365).default(30).describe("Lookback period in days"),
+    lead_quality: z
+        .enum(["hot", "warm", "cold"])
+        .optional()
+        .describe("Filter by lead quality: hot, warm, or cold"),
+    intent_signal: z
+        .enum(["high_intent", "evaluation", "research", "support"])
+        .optional()
+        .describe("Filter by intent signal"),
+    limit: z.number().min(1).max(50).default(20).describe("Maximum results to return"),
+});
+export function formatConversations(conversations) {
+    if (conversations.length === 0) {
+        return "No conversations found for the specified filters.";
+    }
+    const lines = [`Found ${conversations.length} conversation(s):\n`];
+    for (const conv of conversations) {
+        const visitor = conv.visitorName || "Anonymous";
+        const company = conv.visitorCompany ? ` (${conv.visitorCompany})` : "";
+        const quality = conv.leadQuality.toUpperCase();
+        const signals = conv.meddicSignalCount > 0 ? `${conv.meddicSignalCount} MEDDIC signals` : "no MEDDIC signals";
+        const topics = conv.topics.length > 0 ? conv.topics.join(", ") : "general";
+        lines.push(`- **${visitor}${company}** [${quality}]`);
+        lines.push(`  Date: ${conv.date} | Intent: ${conv.intentSignal} | ${signals}`);
+        lines.push(`  Messages: ${conv.messageCount} | Topics: ${topics}`);
+        lines.push(`  ID: ${conv.id}`);
+        lines.push("");
+    }
+    return lines.join("\n");
+}
+export async function executeGetConversations(client, params) {
+    const conversations = await client.getConversations(params);
+    return formatConversations(conversations);
+}
+//# sourceMappingURL=get-conversations.js.map

package/dist/tools/get-conversations.js.map

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package/dist/tools/get-hot-leads.d.ts

@@ -0,0 +1,17 @@
+import { z } from "zod";
+import type { ApiClient } from "../lib/api-client.js";
+import type { HotLead } from "../lib/types.js";
+export declare const GetHotLeadsSchema: z.ZodObject<{
+    days: z.ZodDefault<z.ZodNumber>;
+    include_warm: z.ZodDefault<z.ZodBoolean>;
+}, "strip", z.ZodTypeAny, {
+    days: number;
+    include_warm: boolean;
+}, {
+    days?: number | undefined;
+    include_warm?: boolean | undefined;
+}>;
+export type GetHotLeadsParams = z.infer<typeof GetHotLeadsSchema>;
+export declare function formatHotLeads(leads: HotLead[]): string;
+export declare function executeGetHotLeads(client: ApiClient, params: GetHotLeadsParams): Promise<string>;
+//# sourceMappingURL=get-hot-leads.d.ts.map

package/dist/tools/get-hot-leads.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/get-hot-leads.js

@@ -0,0 +1,53 @@
+import { z } from "zod";
+export const GetHotLeadsSchema = z.object({
+    days: z.number().min(1).max(90).default(7).describe("Lookback period in days"),
+    include_warm: z.boolean().default(true).describe("Include warm leads alongside hot leads"),
+});
+export function formatHotLeads(leads) {
+    if (leads.length === 0) {
+        return "No hot or warm leads found for the specified period.";
+    }
+    const hot = leads.filter((l) => l.leadQuality === "hot");
+    const warm = leads.filter((l) => l.leadQuality === "warm");
+    const lines = [];
+    if (hot.length > 0) {
+        lines.push(`## Hot Leads (${hot.length})\n`);
+        for (const lead of hot) {
+            lines.push(formatLead(lead));
+        }
+    }
+    if (warm.length > 0) {
+        lines.push(`## Warm Leads (${warm.length})\n`);
+        for (const lead of warm) {
+            lines.push(formatLead(lead));
+        }
+    }
+    return lines.join("\n");
+}
+function formatLead(lead) {
+    const visitor = lead.visitorName || "Anonymous";
+    const company = lead.visitorCompany ? ` (${lead.visitorCompany})` : "";
+    const email = lead.visitorEmail ? ` - ${lead.visitorEmail}` : "";
+    const topics = lead.topics.length > 0 ? lead.topics.join(", ") : "general";
+    const parts = [
+        `- **${visitor}${company}**${email}`,
+        `  Date: ${lead.date} | Intent: ${lead.intentSignal}`,
+        `  Topics: ${topics}`,
+    ];
+    if (lead.meddicSignals.length > 0) {
+        const signalTypes = [...new Set(lead.meddicSignals.map((s) => s.type))];
+        parts.push(`  MEDDIC: ${signalTypes.join(", ")}`);
+        for (const signal of lead.meddicSignals) {
+            const label = signal.type.replace(/_/g, " ").replace(/\b\w/g, (c) => c.toUpperCase());
+            parts.push(`    - ${label}: "${signal.quote}"`);
+        }
+    }
+    parts.push(`  ID: ${lead.id}`);
+    parts.push("");
+    return parts.join("\n");
+}
+export async function executeGetHotLeads(client, params) {
+    const leads = await client.getHotLeads(params);
+    return formatHotLeads(leads);
+}
+//# sourceMappingURL=get-hot-leads.js.map

package/dist/tools/get-hot-leads.js.map

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package/dist/tools/get-knowledge-gaps.d.ts

@@ -0,0 +1,20 @@
+import { z } from "zod";
+import type { ApiClient } from "../lib/api-client.js";
+import type { KnowledgeGap } from "../lib/types.js";
+export declare const GetKnowledgeGapsSchema: z.ZodObject<{
+    days: z.ZodDefault<z.ZodNumber>;
+    topic: z.ZodOptional<z.ZodString>;
+    limit: z.ZodDefault<z.ZodNumber>;
+}, "strip", z.ZodTypeAny, {
+    days: number;
+    limit: number;
+    topic?: string | undefined;
+}, {
+    days?: number | undefined;
+    limit?: number | undefined;
+    topic?: string | undefined;
+}>;
+export type GetKnowledgeGapsParams = z.infer<typeof GetKnowledgeGapsSchema>;
+export declare function formatKnowledgeGaps(gaps: KnowledgeGap[]): string;
+export declare function executeGetKnowledgeGaps(client: ApiClient, params: GetKnowledgeGapsParams): Promise<string>;
+//# sourceMappingURL=get-knowledge-gaps.d.ts.map

package/dist/tools/get-knowledge-gaps.d.ts.map

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