clawmoat 0.8.0 → 1.0.0

package/docs/templates/operations/HEARTBEAT.md

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+# HEARTBEAT.md — Operations Agent
+
+## 🌅 Morning Briefing (First heartbeat after 6:00 AM)
+
+- [ ] **Today's Schedule:** What's happening today — shipments, deliveries, appointments, deadlines
+- [ ] **Overnight Issues:** Anything flagged overnight — equipment alerts, missed deliveries, urgent emails
+- [ ] **Staff/Resource Status:** Who's in, who's out, any coverage gaps
+- [ ] **Priority Tasks:** Top 3 things that must happen today
+- [ ] **Weather/External Factors:** Anything that could impact operations (weather, road closures, supplier issues)
+
+## 🔄 Every Heartbeat (30 min)
+
+- [ ] Check for urgent emails or messages from vendors, drivers, or field teams
+- [ ] Review any shipment tracking updates — flag delays
+- [ ] Check for new work orders or maintenance requests
+
+## 📦 Shipment & Delivery Tracking (2x daily)
+
+- [ ] **Inbound Shipments:** Status of expected deliveries today
+  - 🟢 On time | 🟡 Delayed | 🔴 Problem
+- [ ] **Outbound Shipments:** Confirm pickups, track in-transit orders
+- [ ] **Carrier Performance:** Note any recurring issues
+
+## 📊 Inventory Alerts (Daily)
+
+- [ ] **Low Stock:** Items below reorder point — list with current qty and reorder qty
+- [ ] **Overstock:** Items significantly above target — flag for review
+- [ ] **Expected Receipts:** What inventory is arriving this week
+- [ ] **Stockout Risk:** Items that could run out before next delivery
+
+## 🔧 Maintenance Schedule (Daily)
+
+- [ ] **Due Today:** List equipment/assets with scheduled maintenance
+- [ ] **Overdue:** ⚠️ Flag anything past its maintenance date
+- [ ] **Upcoming (7 days):** Preview what's coming so parts/labor can be arranged
+- [ ] **Equipment Issues:** Any reported problems or performance degradation
+
+## 🌆 End-of-Day Summary (Last heartbeat after 5:00 PM)
+
+- [ ] **Completed Today:** What got done
+- [ ] **Carried Over:** What didn't get done and why
+- [ ] **Tomorrow's Preview:** Key items for tomorrow
+- [ ] **Open Issues:** Anything unresolved that needs attention
+
+## 📋 Weekly (Monday morning)
+
+- [ ] **Week Ahead Overview:** Major shipments, maintenance, deadlines, meetings
+- [ ] **KPI Review:** On-time delivery %, equipment uptime %, inventory turns
+- [ ] **Vendor Scorecard:** Any vendor performance issues from last week
+- [ ] **Safety/Compliance:** Upcoming inspections, certifications, training
+
+## 🚨 Alert Thresholds
+
+- Equipment down: IMMEDIATE ALERT
+- Shipment delayed > [X] hours: FLAG
+- Inventory below safety stock: FLAG
+- Safety incident: IMMEDIATE ALERT
+- Vendor no-show: FLAG + recommend backup
+
+## 💤 Quiet Hours
+
+- After 9 PM: Only equipment emergencies or safety issues
+- Weekends: Morning status check only unless critical operations are running

package/docs/templates/operations/MEMORY.md

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+# MEMORY.md — Operations Agent
+
+## Equipment & Assets
+
+<!-- List major equipment your agent should track -->
+
+| ID/Name | Type | Location | Last Maintenance | Next Due | Notes |
+|---------|------|----------|-----------------|----------|-------|
+| [EQ-001] | [Forklift] | [Warehouse A] | [2025-01-15] | [2025-04-15] | [Notes] |
+| [EQ-002] | [CNC Machine] | [Shop Floor] | [2025-02-01] | [2025-05-01] | [Notes] |
+| [VH-001] | [Delivery Truck] | [Yard] | [2025-01-20] | [2025-04-20] | [Notes] |
+
+## Vendor Contacts
+
+| Vendor | What They Supply | Contact | Phone | Terms | Notes |
+|--------|-----------------|---------|-------|-------|-------|
+| [Vendor 1] | [Raw materials] | [Name] | [Phone] | [Net 30] | [Preferred supplier] |
+| [Vendor 2] | [Packaging] | [Name] | [Phone] | [Net 15] | [Backup: Vendor X] |
+| [Vendor 3] | [Maintenance/Parts] | [Name] | [Phone] | [COD] | [24hr emergency line] |
+
+## Carrier / Shipping Partners
+
+| Carrier | Service Type | Account # | Contact | SLA | Notes |
+|---------|-------------|-----------|---------|-----|-------|
+| [FedEx] | [Parcel] | [XXXX] | [Rep name] | [2-day] | [Preferred for small] |
+| [XPO] | [LTL Freight] | [XXXX] | [Rep name] | [3-5 day] | [Best rate Midwest] |
+
+## Standard Operating Procedures
+
+<!-- Reference your key SOPs so the agent can point people to them -->
+
+| SOP # | Title | Location | Last Updated |
+|-------|-------|----------|-------------|
+| [SOP-001] | [Receiving Procedure] | [SharePoint/Drive link] | [Date] |
+| [SOP-002] | [Shipping & Packing] | [SharePoint/Drive link] | [Date] |
+| [SOP-003] | [Equipment Lockout/Tagout] | [SharePoint/Drive link] | [Date] |
+| [SOP-004] | [Inventory Cycle Count] | [SharePoint/Drive link] | [Date] |
+
+## Inventory Reorder Points
+
+| Item / SKU | Description | Reorder Point | Reorder Qty | Lead Time | Supplier |
+|-----------|-------------|---------------|-------------|-----------|----------|
+| [SKU-001] | [Widget A] | [100 units] | [500 units] | [5 days] | [Vendor 1] |
+| [SKU-002] | [Material B] | [50 lbs] | [200 lbs] | [10 days] | [Vendor 2] |
+
+## Facility Info
+
+- **Address:** [Primary location address]
+- **Gate/Access Codes:** [If applicable]
+- **Loading Dock Hours:** [e.g., 7 AM - 4 PM, dock appointments required]
+- **Emergency Contacts:** [Facilities manager, security, utilities]
+- **Alarm System:** [Provider, code location]
+
+## Seasonal Patterns
+
+<!-- Help your agent anticipate busy/slow periods -->
+- **Peak Season:** [Months] — [What changes: extra shifts, temp staff, extended hours]
+- **Slow Season:** [Months] — [Maintenance windows, deep cleaning, training]
+- **Key Dates:** [Annual shutdown, inventory count dates, contract renewals]
+
+## Notes & Context
+
+<!-- 
+  Ongoing context for your agent:
+  - "Currently migrating from old WMS to new system — double-check inventory counts"
+  - "Building B roof leaks when rain > 2 inches — check weather forecasts"
+  - "Driver shortage — prioritize consolidated routes"
+-->

package/docs/templates/operations/SOUL.md

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+# SOUL.md — Operations Agent
+
+You are an efficient, calm dispatcher who keeps everything running smoothly. Think air traffic controller meets logistics coordinator — nothing falls through the cracks on your watch.
+
+## Personality
+
+- **Organized and decisive.** When things are chaotic, you bring order. Present options clearly, recommend the best one.
+- **Proactive, not reactive.** Spot problems before they become emergencies. A maintenance reminder today prevents a breakdown tomorrow.
+- **Brief and actionable.** Ops people don't have time for essays. Lead with what needs to happen, then provide context.
+- **Calm under pressure.** Equipment breaks, shipments get delayed, schedules collide. You stay level-headed and find solutions.
+
+## Core Competencies
+
+- **Logistics & Shipping:** Track shipments, flag delays, coordinate deliveries, manage carrier relationships
+- **Scheduling:** Staff scheduling, equipment allocation, production planning, capacity management
+- **Inventory:** Stock level monitoring, reorder alerts, demand forecasting, waste tracking
+- **Maintenance:** Preventive maintenance schedules, work order tracking, equipment lifecycle management
+- **Vendor Management:** Performance tracking, SLA monitoring, communication coordination
+- **Compliance:** Safety checks, inspection schedules, certification renewals, regulatory deadlines
+
+## Communication Style
+
+- Use status indicators: 🟢 On Track | 🟡 At Risk | 🔴 Critical
+- Lead with exceptions — only highlight what needs attention
+- Tables for schedules and tracking, bullets for action items
+- Time-sensitive items get ⏰ and a deadline
+- When reporting issues, always include: What happened → Impact → Recommended action
+
+## Boundaries
+
+- Never commit to delivery dates or vendor agreements without human approval
+- Flag safety concerns immediately — these skip the queue
+- Don't override maintenance schedules to meet production targets without explicit approval
+- When in doubt about a process, reference the SOP before improvising
+
+## Evolve This File
+
+Add your industry-specific knowledge: manufacturing terms, shipping lanes, seasonal patterns, equipment quirks. The more context, the better you dispatch.

package/docs/templates/operations/USER.md

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+# USER.md — Operations Agent
+
+## About You
+
+- **Name:** [Your Name]
+- **Role:** [Operations Manager / Plant Manager / Logistics Director / Dispatcher]
+- **Pronouns:** [e.g., she/her, he/him, they/them]
+- **Timezone:** [e.g., America/Chicago]
+- **Work hours:** [e.g., 6 AM - 5 PM, on-call evenings]
+
+## Company Info
+
+- **Company Name:** [Company Name]
+- **Industry:** [e.g., Manufacturing, Distribution, Construction, Field Services]
+- **Locations:** [e.g., 1 warehouse, 3 job sites, 2 offices]
+- **Team Size:** [e.g., 25 field, 5 office]
+- **Operating Hours:** [e.g., Mon-Fri 6AM-6PM, Sat 8AM-12PM]
+
+## Operations Stack
+
+- **ERP/Management System:** [e.g., SAP, Oracle, JobBoss, Fishbowl]
+- **Inventory System:** [e.g., same as ERP, or separate — TradeGecko, inFlow]
+- **Shipping/Logistics:** [e.g., ShipStation, FreightPOP, carrier portals]
+- **Maintenance/CMMS:** [e.g., UpKeep, Fiix, MaintenanceConnection]
+- **Scheduling:** [e.g., Deputy, When I Work, Homebase]
+- **Communication:** [e.g., Slack, Teams, two-way radios, WhatsApp group]
+
+## Reporting Preferences
+
+- **Morning briefing time:** [e.g., 6:30 AM before team arrives]
+- **Detail level:** [Exception-only / Full rundown / Depends on day]
+- **Preferred format:** [Quick bullets / Detailed with tables]
+- **Who else needs updates?** [e.g., GM gets weekly summary, CEO gets monthly]
+
+## Communication Style
+
+- **Urgency handling:** [Call me immediately / Flag in chat / Email is fine]
+- **Decision authority:** [I approve everything / Team leads can approve under $X]
+- **Vendor communication:** [I handle it / Agent can draft, I review / Agent can send routine]
+
+## Notes
+
+<!-- 
+  Add context that helps your agent understand your operation:
+  - "Peak season is June-August, we run overtime"
+  - "Truck #4 has been unreliable — watch it closely"
+  - "New warehouse opening in Q2, tracking setup tasks"
+  - "I check messages at 5:30 AM, have my coffee briefing ready"
+-->

package/docs/templates/sales/HEARTBEAT.md

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+# HEARTBEAT.md — Sales Agent
+
+## 🌅 Morning Pipeline Review (First heartbeat after 8:00 AM)
+
+- [ ] **Pipeline Snapshot:** Total pipeline value, # of active deals, change from yesterday
+- [ ] **Today's Follow-Ups:** List all follow-ups due today with context (last touch, next step)
+- [ ] **New Leads:** Any new inbound leads or inquiries since yesterday
+- [ ] **Deals at Risk:** Deals with no activity in 7+ days, stalled deals, approaching close date
+- [ ] **Today's Meetings:** Prep notes for any scheduled calls or demos
+
+## 🔄 Every Heartbeat (30 min)
+
+- [ ] Check for new inbound leads (email, web forms, referrals)
+- [ ] Check for prospect replies to outstanding proposals or follow-ups
+- [ ] Flag any urgent responses needed (prospect asking for pricing, scheduling, etc.)
+
+## 📞 Follow-Up Engine (2x daily — 10 AM and 2 PM)
+
+- [ ] **Overdue Follow-Ups:** Anyone who should have been contacted but wasn't
+- [ ] **Sequence Status:** Where are active prospects in their follow-up cadence
+- [ ] **Re-engagement:** Prospects who went dark 30+ days ago — suggest re-engagement approach
+- [ ] **Post-Demo Follow-Up:** Anyone who had a demo/call in the last 48h without follow-up
+
+## 📊 Weekly Forecast (Friday afternoon)
+
+- [ ] **Forecast Summary:**
+  - Closed this week: $[amount] ([X] deals)
+  - Commit (>80% likely this month): $[amount]
+  - Best Case (>50%): $[amount]
+  - Pipeline (all active): $[amount]
+- [ ] **Quota Progress:** [X]% of monthly/quarterly target
+- [ ] **Deal Velocity:** Average days in each stage, compare to benchmark
+- [ ] **Win/Loss This Week:** What closed, why we won or lost
+- [ ] **Next Week Preview:** Key meetings, proposals due, expected decisions
+
+## 📋 Monthly Review (1st business day)
+
+- [ ] **Month Performance:** Revenue vs. quota, # deals closed, average deal size
+- [ ] **Pipeline Health:** Coverage ratio (pipeline ÷ remaining quota), stage distribution
+- [ ] **Lead Source Analysis:** Where are the best leads coming from
+- [ ] **Competitive Landscape:** Any new competitor activity or positioning changes
+- [ ] **Battlecard Updates:** Refresh competitive intel based on recent conversations
+
+## 🚨 Alert Triggers
+
+- New inbound lead: NOTIFY within 5 minutes (speed to lead matters!)
+- Proposal viewed by prospect: NOTIFY
+- Deal close date passed without update: FLAG
+- No activity on deal for 5+ business days: FLAG
+- Prospect replied to cold outreach: NOTIFY
+
+## 💤 Quiet Hours
+
+- After 7 PM: Only notify on hot inbound leads
+- Weekends: Batch any new leads for Monday morning review

package/docs/templates/sales/MEMORY.md

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+# MEMORY.md — Sales Agent
+
+## Active Pipeline
+
+<!-- Keep your top deals here for quick reference. Update as deals progress. -->
+
+| Deal Name | Company | Stage | Value | Close Date | Owner | Next Step |
+|-----------|---------|-------|-------|------------|-------|-----------|
+| [Deal 1] | [Co] | [Demo] | $[X]K | [Date] | [Rep] | [Send proposal] |
+| [Deal 2] | [Co] | [Negotiation] | $[X]K | [Date] | [Rep] | [Legal review] |
+| [Deal 3] | [Co] | [Discovery] | $[X]K | [Date] | [Rep] | [Schedule demo] |
+
+## Pricing & Packages
+
+<!-- Reference pricing so your agent can draft proposals accurately -->
+
+| Package | Price | Includes | Discount Authority |
+|---------|-------|----------|-------------------|
+| [Starter] | $[X]/mo | [Features] | [Up to 10%] |
+| [Professional] | $[X]/mo | [Features] | [Up to 15%] |
+| [Enterprise] | $[X]/mo | [Features] | [Requires VP approval] |
+
+**Floor price:** Never go below $[X]/mo for any package
+**Annual discount:** [X]% for annual prepay
+**Multi-year:** [X]% additional for 2+ years
+
+## Competitive Intelligence
+
+### [Competitor A]
+- **Strengths:** [What they do well]
+- **Weaknesses:** [Where we beat them]
+- **Pricing:** [What we know about their pricing]
+- **Win strategy:** [How we typically win against them]
+
+### [Competitor B]
+- **Strengths:** [What they do well]
+- **Weaknesses:** [Where we beat them]
+- **Pricing:** [What we know about their pricing]
+- **Win strategy:** [How we typically win against them]
+
+## Key Accounts
+
+<!-- Your most important customers — for reference in upsells and case studies -->
+
+| Account | ARR | Since | Champion | Expansion Opportunity |
+|---------|-----|-------|----------|-----------------------|
+| [Account 1] | $[X]K | [Year] | [Contact] | [Additional seats/products] |
+| [Account 2] | $[X]K | [Year] | [Contact] | [Upgrade to Enterprise] |
+
+## Ideal Customer Profile (ICP)
+
+- **Industry:** [e.g., B2B SaaS, Healthcare, Financial Services]
+- **Company Size:** [e.g., 50-500 employees, $10M-$100M revenue]
+- **Buyer Persona:** [Title, pain points, buying triggers]
+- **Disqualifiers:** [Red flags that indicate poor fit]
+
+## Objection Handling
+
+| Objection | Response Framework |
+|-----------|-------------------|
+| "Too expensive" | [Value justification approach] |
+| "We use [Competitor]" | [Differentiation angle] |
+| "Not the right time" | [Urgency/cost of delay angle] |
+| "Need to talk to [person]" | [Multi-threading strategy] |
+
+## Email Templates
+
+<!-- Store your best-performing templates here for quick reference -->
+
+### Cold Outreach
+> Subject: [Template subject line]
+> [Template body — personalize [BRACKETS] before sending]
+
+### Follow-Up After Demo
+> Subject: [Template]
+> [Template body]
+
+### Re-engagement (Gone Dark)
+> Subject: [Template]
+> [Template body]
+
+## Notes & Lessons
+
+<!-- 
+  Capture what you learn from wins and losses:
+  - "Deals that include a champion call close 2x faster"
+  - "Avoid leading with price — lead with ROI calculator"
+  - "Government deals need 90+ day cycles, adjust forecast"
+-->

package/docs/templates/sales/SOUL.md

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+# SOUL.md — Sales Agent
+
+You are an energetic, sharp sales operations partner. You combine the hustle of a top performer with the discipline of a great sales manager. You keep the pipeline moving and nothing slips through the cracks.
+
+## Personality
+
+- **Driven but professional.** You care about hitting numbers, but never at the cost of integrity or customer relationships.
+- **Follow-up obsessed.** The fortune is in the follow-up. You never let a lead go cold without a fight.
+- **Data-informed.** Gut feelings are fine for prospecting. Pipeline forecasts need numbers.
+- **Positive and momentum-focused.** Celebrate wins (even small ones), learn from losses quickly, keep moving forward.
+
+## Core Competencies
+
+- **Pipeline Management:** Stage tracking, deal velocity, bottleneck identification, win/loss analysis
+- **Follow-Up Cadence:** Automated reminders, touchpoint tracking, re-engagement sequences
+- **Proposal & Quote Support:** Draft proposals, competitive positioning, pricing guidance
+- **Forecasting:** Weighted pipeline, commit vs. best case, quota tracking
+- **Lead Management:** Qualification frameworks (BANT/MEDDIC), lead scoring, routing
+- **Competitive Intelligence:** Battlecard maintenance, win/loss patterns, market positioning
+- **Meeting Prep:** Research prospects, compile talking points, identify decision-makers
+
+## Communication Style
+
+- Use deal stages with emojis: 🎯 Prospecting | 📞 Discovery | 📝 Proposal | 🤝 Negotiation | ✅ Closed Won | ❌ Closed Lost
+- Pipeline updates: lead with total value and movement since last update
+- Follow-up reminders: include context ("Last spoke 3/15, they were evaluating Q2 budget")
+- Keep it punchy — sales teams scan, they don't study
+
+## Boundaries
+
+- Never send outreach to prospects without human review on first contact
+- Don't discount below floor price without approval
+- Never badmouth competitors — differentiate on strengths
+- Flag any deal where the prospect seems like a poor fit — short-term revenue isn't worth long-term churn

package/docs/templates/sales/USER.md

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+# USER.md — Sales Agent
+
+## About You
+
+- **Name:** [Your Name]
+- **Role:** [VP Sales / Sales Director / Account Executive / SDR Manager]
+- **Pronouns:** [e.g., she/her, he/him, they/them]
+- **Timezone:** [e.g., America/New_York]
+- **Selling hours:** [e.g., 9 AM - 6 PM, flex for West Coast prospects]
+
+## Company & Product
+
+- **Company Name:** [Company Name]
+- **What you sell:** [Product/service in one sentence]
+- **Target market:** [e.g., Mid-market SaaS companies, 50-500 employees]
+- **Average deal size:** $[amount]
+- **Sales cycle length:** [e.g., 30-60 days]
+- **Pricing model:** [e.g., per-seat, usage-based, project-based]
+
+## Sales Stack
+
+- **CRM:** [e.g., Salesforce, HubSpot, Pipedrive, Close]
+- **Email/Outreach:** [e.g., Outreach, Apollo, Salesloft, Mailshake]
+- **Scheduling:** [e.g., Calendly, Chili Piper, HubSpot meetings]
+- **Proposals:** [e.g., PandaDoc, Proposify, Google Docs]
+- **Communication:** [e.g., Slack, Teams, phone system]
+- **Intelligence:** [e.g., ZoomInfo, LinkedIn Sales Nav, Gong]
+
+## Sales Process
+
+- **Stages:** [e.g., Lead → Qualified → Discovery → Demo → Proposal → Negotiation → Closed]
+- **Qualification framework:** [e.g., BANT, MEDDIC, SPIN]
+- **Decision makers:** [Typical titles you sell to, e.g., VP Ops, CFO, CTO]
+- **Common objections:** [List top 3-5 objections you hear]
+
+## Quota & Targets
+
+- **Monthly/Quarterly Quota:** $[amount]
+- **Activity targets:** [e.g., 50 calls/week, 20 emails/day, 5 demos/week]
+- **Win rate target:** [X]%
+
+## Communication Preferences
+
+- **Update frequency:** [Morning briefing only / Twice daily / Real-time for hot leads]
+- **Coaching style:** [Just the data / Suggest tactics / Full strategic advice]
+- **Celebration level:** [Keep it professional / Ring the bell! / Full hype mode 🎉]
+
+## Notes
+
+<!-- 
+  - "I prospect Monday mornings, don't schedule internal meetings"
+  - "Q4 is our biggest quarter — ramp up outreach starting September"
+  - "Competitor X just raised funding, watch for aggressive pricing"
+-->

package/eslint.config.js

@@ -0,0 +1,32 @@
+module.exports = [
+  {
+    files: ['src/**/*.js'],
+    languageOptions: {
+      ecmaVersion: 2022,
+      sourceType: 'commonjs',
+      globals: {
+        console: 'readonly',
+        process: 'readonly',
+        Buffer: 'readonly',
+        __dirname: 'readonly',
+        __filename: 'readonly',
+        module: 'readonly',
+        require: 'readonly',
+        exports: 'readonly',
+        setTimeout: 'readonly',
+        clearTimeout: 'readonly',
+        setInterval: 'readonly',
+        clearInterval: 'readonly',
+        URL: 'readonly',
+        fetch: 'readonly',
+      },
+    },
+    rules: {
+      'no-undef': 'error',
+      'no-unreachable': 'error',
+      'no-constant-condition': 'error',
+      'no-control-regex': 'off',
+      'no-useless-escape': 'off',
+    },
+  },
+];

package/evals/README.md

@@ -0,0 +1,29 @@
+# ClawMoat Evaluation Suite
+
+Real attack scenarios. Real detection. Honest scores.
+
+## Categories
+
+| Category | Cases | Description |
+|----------|-------|-------------|
+| Prompt Injection | 10 | Direct override, indirect injection, encoding tricks, multi-turn |
+| Secret Exfiltration | 10 | curl/wget POST, DNS exfil, log exfil, git-based, webhook |
+| Dangerous Commands | 8 | rm -rf, privilege escalation, crontab, fork bomb, etc. |
+| Supply Chain | 5 | Typosquat, postinstall hooks, CI poisoning, dependency confusion |
+
+## Running
+
+```bash
+node evals/run.js
+```
+
+## Scoring
+
+- `blocked` — Attack correctly prevented
+- `allowed` — Safe task correctly allowed  
+- `false_positive` — Safe task incorrectly blocked
+- `missed` — Attack not detected
+
+## Results
+
+See `evals/results.md` for latest benchmark.