fullstackgtm 0.13.0 → 0.14.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +45 -0
- package/INSTALL_FOR_AGENTS.md +6 -0
- package/README.md +15 -7
- package/dist/calls.d.ts +5 -0
- package/dist/calls.js +14 -2
- package/dist/cli.d.ts +12 -0
- package/dist/cli.js +142 -11
- package/dist/credentials.d.ts +1 -1
- package/dist/index.d.ts +1 -0
- package/dist/index.js +1 -0
- package/dist/llm.d.ts +71 -0
- package/dist/llm.js +241 -0
- package/dist/mcp.js +28 -7
- package/llms.txt +4 -2
- package/package.json +1 -1
- package/src/calls.ts +24 -3
- package/src/cli.ts +148 -11
- package/src/credentials.ts +1 -1
- package/src/index.ts +16 -0
- package/src/llm.ts +334 -0
- package/src/mcp.ts +32 -7
package/dist/llm.js
ADDED
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import { getCredential } from "./credentials.js";
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export const DEFAULT_MODELS = {
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anthropic: "claude-haiku-4-5",
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openai: "gpt-4o-mini",
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};
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const ANTHROPIC_URL = "https://api.anthropic.com/v1/messages";
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const OPENAI_URL = "https://api.openai.com/v1/chat/completions";
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// Bound cost and context: long calls keep the head and tail.
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const MAX_TRANSCRIPT_CHARS = 28_000;
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export function detectProviderFromKey(apiKey) {
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return apiKey.startsWith("sk-ant-") ? "anthropic" : "openai";
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}
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/** Env first (ANTHROPIC_API_KEY, then OPENAI_API_KEY), then the credential store. */
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export function resolveLlmCredential(env = process.env) {
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if (env.ANTHROPIC_API_KEY)
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return { provider: "anthropic", apiKey: env.ANTHROPIC_API_KEY, source: "env" };
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if (env.OPENAI_API_KEY)
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return { provider: "openai", apiKey: env.OPENAI_API_KEY, source: "env" };
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for (const provider of ["anthropic", "openai"]) {
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const stored = getCredential(provider);
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if (stored?.accessToken)
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return { provider, apiKey: stored.accessToken, source: "stored" };
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}
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return null;
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}
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const INSIGHT_TYPES = [
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"pain_point",
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"objection",
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"competitor_mention",
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"next_step",
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"feature_request",
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"pricing",
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"decision_criteria",
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"risk",
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"coaching_moment",
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];
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const EXTRACT_SCHEMA = {
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type: "object",
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required: ["insights"],
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properties: {
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insights: {
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type: "array",
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items: {
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type: "object",
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required: ["type", "text", "evidence", "importance", "confidence"],
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properties: {
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type: { type: "string", enum: INSIGHT_TYPES },
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text: { type: "string", description: "The insight, concise and specific (one sentence)." },
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evidence: { type: "string", description: "VERBATIM quote from the transcript that grounds this insight. Never paraphrase." },
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speaker: { type: "string", description: "Who said the evidence, exactly as named in the transcript." },
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importance: { type: "integer", minimum: 1, maximum: 5 },
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confidence: { type: "number", minimum: 0, maximum: 1 },
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owner: { type: "string", description: "next_step only: who committed to the action." },
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deadline: { type: "string", description: "next_step only: when, as stated (e.g. 'Thursday 2 PM')." },
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commitment: { type: "string", enum: ["firm", "tentative", "exploratory"], description: "next_step only." },
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},
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},
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},
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},
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};
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const EXTRACT_INSTRUCTIONS = `Extract GTM insights from this sales call transcript.
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Rules:
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- evidence MUST be a verbatim quote from the transcript. If you cannot quote it, do not emit the insight.
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- text is your concise restatement; one sentence, specific (names, numbers, dates).
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- next_step insights are concrete commitments: include owner, deadline (as stated), and commitment level.
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- importance: 5 = affects the deal outcome directly, 1 = color.
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- Emit nothing for small talk. Quality over quantity.`;
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export async function extractInsightsLlm(transcript, options) {
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const model = options.model ?? DEFAULT_MODELS[options.provider];
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const text = truncateTranscript(transcript);
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const prompt = `${EXTRACT_INSTRUCTIONS}\n\n${options.title ? `Call: ${options.title}\n` : ""}Transcript:\n${text}`;
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const result = (await forcedToolCall(prompt, "extract_call_insights", EXTRACT_SCHEMA, model, options));
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const insights = (result.insights ?? [])
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.filter((insight) => INSIGHT_TYPES.includes(insight.type))
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.map((insight) => ({
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...insight,
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title: insight.type.replace(/_/g, " "),
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importance: clamp(Math.round(insight.importance ?? 3), 1, 5),
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confidence: clamp(insight.confidence ?? 0.7, 0, 1),
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}))
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.sort((a, b) => b.importance - a.importance || b.confidence - a.confidence);
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return { insights, model };
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}
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export const DEFAULT_RUBRIC = {
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scale: 5,
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dimensions: [
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{ name: "Depth of Discovery", weight: 1.2, rubric: "Did the rep uncover concrete pain, current process, and cost of inaction with specifics — 5 — or stay at surface level — 1?" },
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{ name: "Next Steps & Commitment", weight: 1.2, rubric: "Did the call end with a specific, time-bound, mutually agreed next step (5) or vague intentions (1)?" },
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{ name: "Stakeholder Engagement", weight: 1.0, rubric: "Were decision makers and influencers identified and engaged (5) or is the rep single-threaded with an unknown buying group (1)?" },
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{ name: "Value Articulation", weight: 1.0, rubric: "Was value tied to the prospect's own stated problems and numbers (5) or generic feature talk (1)?" },
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{ name: "Objection Handling", weight: 1.0, rubric: "Were concerns surfaced, acknowledged, and resolved with evidence (5), or dismissed/avoided (1)?" },
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],
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};
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const SCORE_SCHEMA = (scale, dimensions) => ({
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type: "object",
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required: ["dimensions", "highlights", "missed_items"],
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properties: {
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dimensions: {
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type: "array",
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items: {
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type: "object",
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required: ["name", "score", "evidence", "coaching_note"],
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properties: {
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name: { type: "string", enum: dimensions.map((d) => d.name) },
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score: { type: "integer", minimum: 1, maximum: scale },
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evidence: { type: "array", items: { type: "string" }, description: "Verbatim quotes supporting the score." },
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coaching_note: { type: "string", description: "One actionable sentence, max 25 words." },
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},
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},
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},
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highlights: { type: "array", items: { type: "string" } },
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missed_items: { type: "array", items: { type: "string" } },
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},
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});
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export async function scoreCallLlm(transcript, rubric, options) {
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const model = options.model ?? DEFAULT_MODELS[options.provider];
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const text = truncateTranscript(transcript);
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const rubricText = rubric.dimensions
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.map((d) => `- ${d.name} (weight ${d.weight}): ${d.rubric}`)
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.join("\n");
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const prompt = `Score this sales call against the rubric. Score every dimension 1-${rubric.scale}. Ground every score in verbatim quotes; if the transcript gives no signal for a dimension, score it low and say why in the coaching note.\n\nRubric:\n${rubricText}\n\n${options.title ? `Call: ${options.title}\n` : ""}Transcript:\n${text}`;
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const result = (await forcedToolCall(prompt, "score_call", SCORE_SCHEMA(rubric.scale, rubric.dimensions), model, options));
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const byName = new Map((result.dimensions ?? []).map((d) => [d.name, d]));
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const dimensions = rubric.dimensions.map((dim) => {
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const scored = byName.get(dim.name);
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return {
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name: dim.name,
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score: clamp(Math.round(scored?.score ?? 1), 1, rubric.scale),
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maxScore: rubric.scale,
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weight: dim.weight,
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evidence: scored?.evidence ?? [],
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coachingNote: scored?.coaching_note ?? "No signal for this dimension in the transcript.",
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};
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});
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const totalWeight = dimensions.reduce((sum, d) => sum + d.weight, 0);
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const overallScore = Math.round((dimensions.reduce((sum, d) => sum + d.score * d.weight, 0) / totalWeight) * 100) / 100;
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return {
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dimensions,
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overallScore,
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scale: rubric.scale,
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highlights: result.highlights ?? [],
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missedItems: result.missed_items ?? [],
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model,
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};
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}
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export function parseRubric(json) {
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const parsed = JSON.parse(json);
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if (!Array.isArray(parsed.dimensions) || parsed.dimensions.length === 0) {
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throw new Error("Rubric needs a dimensions array: { scale, dimensions: [{ name, weight, rubric }] }");
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}
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return {
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scale: parsed.scale ?? 5,
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dimensions: parsed.dimensions.map((d) => ({
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name: String(d.name),
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weight: typeof d.weight === "number" ? d.weight : 1,
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rubric: String(d.rubric ?? ""),
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})),
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};
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}
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// ── Provider plumbing (raw fetch, forced tool calls) ───────────────────────
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async function forcedToolCall(prompt, toolName, schema, model, options) {
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const fetchImpl = options.fetchImpl ?? fetch;
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if (options.provider === "anthropic") {
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const response = await llmFetch(fetchImpl, ANTHROPIC_URL, {
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method: "POST",
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headers: {
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"x-api-key": options.apiKey,
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"anthropic-version": "2023-06-01",
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"Content-Type": "application/json",
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},
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body: JSON.stringify({
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model,
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max_tokens: 4096,
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tools: [{ name: toolName, description: `Return the ${toolName} result.`, input_schema: schema }],
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tool_choice: { type: "tool", name: toolName },
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messages: [{ role: "user", content: prompt }],
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}),
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});
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const block = response.content?.find((item) => item.type === "tool_use");
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if (!block?.input)
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throw new Error("Anthropic returned no tool call — try again or a different --model.");
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return block.input;
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}
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const response = await llmFetch(fetchImpl, OPENAI_URL, {
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method: "POST",
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headers: { Authorization: `Bearer ${options.apiKey}`, "Content-Type": "application/json" },
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body: JSON.stringify({
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model,
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messages: [{ role: "user", content: prompt }],
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tools: [{ type: "function", function: { name: toolName, parameters: schema } }],
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tool_choice: { type: "function", function: { name: toolName } },
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}),
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});
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const call = response
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.choices?.[0]?.message?.tool_calls?.[0];
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if (!call?.function?.arguments)
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throw new Error("OpenAI returned no tool call — try again or a different --model.");
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return JSON.parse(call.function.arguments);
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}
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async function llmFetch(fetchImpl, url, init) {
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let response;
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try {
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response = await fetchImpl(url, init);
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}
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catch (error) {
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const cause = error instanceof Error && error.cause instanceof Error ? `: ${error.cause.message}` : "";
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throw new Error(`Cannot reach ${new URL(url).hostname}${cause}. Check network access.`);
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}
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if (!response.ok) {
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// Status line only — provider error bodies can reflect request content.
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throw new Error(`LLM API error ${response.status} ${response.statusText} from ${new URL(url).hostname}. Check the API key (\`fullstackgtm login anthropic|openai\`) and model name.`);
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}
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return response.json();
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}
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function truncateTranscript(transcript) {
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if (transcript.length <= MAX_TRANSCRIPT_CHARS)
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return transcript;
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const half = MAX_TRANSCRIPT_CHARS / 2;
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return `${transcript.slice(0, half)}\n[... middle of transcript truncated ...]\n${transcript.slice(-half)}`;
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}
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function clamp(value, min, max) {
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return Math.min(max, Math.max(min, value));
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}
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/** Cheap key validation against the provider's model-list endpoint. Status line only. */
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export async function validateLlmKey(provider, apiKey, fetchImpl = fetch) {
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const url = provider === "anthropic" ? "https://api.anthropic.com/v1/models" : "https://api.openai.com/v1/models";
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const headers = provider === "anthropic"
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? { "x-api-key": apiKey, "anthropic-version": "2023-06-01" }
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: { Authorization: `Bearer ${apiKey}` };
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let response;
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try {
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response = await fetchImpl(url, { headers });
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}
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catch (error) {
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const cause = error instanceof Error && error.cause instanceof Error ? `: ${error.cause.message}` : "";
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return { ok: false, detail: `Cannot reach ${new URL(url).hostname}${cause}.` };
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}
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return response.ok
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? { ok: true, detail: `Key accepted by the ${provider} API.` }
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: { ok: false, detail: `HTTP ${response.status} ${response.statusText}`.trim() };
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}
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package/dist/mcp.js
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import { formatPatchPlanRun, patchPlanToMarkdown } from "./format.js";
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import { builtinAuditRules } from "./rules.js";
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import { sampleSnapshot } from "./sampleData.js";
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import { parseCall } from "./calls.js";
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import { normalizeTranscript, parseCall } from "./calls.js";
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import { extractInsightsLlm, resolveLlmCredential } from "./llm.js";
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import { suggestValues } from "./suggest.js";
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function content(value) {
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return {
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@@ -63,7 +64,10 @@ async function connectorFor(provider) {
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if (!token) {
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throw new Error("No HubSpot credentials. Run `fullstackgtm login hubspot` or set HUBSPOT_ACCESS_TOKEN in the MCP server environment.");
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}
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return createHubspotConnector({
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return createHubspotConnector({
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getAccessToken: () => token,
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apiBaseUrl: process.env.HUBSPOT_API_BASE_URL,
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});
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}
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if (provider === "salesforce") {
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const connection = process.env.SALESFORCE_ACCESS_TOKEN && process.env.SALESFORCE_INSTANCE_URL
|
|
@@ -159,21 +163,38 @@ export async function startMcpServer() {
|
|
|
159
163
|
});
|
|
160
164
|
server.registerTool("fullstackgtm_call_parse", {
|
|
161
165
|
title: "Parse Call Transcript",
|
|
162
|
-
description: "
|
|
163
|
-
"
|
|
164
|
-
"
|
|
165
|
-
"
|
|
166
|
+
description: "Parse a call transcript (Speaker:/[Speaker]: lines or Granola utterance JSON) into " +
|
|
167
|
+
"canonical segments, insights, and GtmEvidence records. extractor: 'auto' (default) " +
|
|
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|
+
"uses LLM extraction when an Anthropic/OpenAI key is configured in the server " +
|
|
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|
+
"environment or credential store, else the free deterministic keyword baseline; " +
|
|
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|
+
"'llm' and 'deterministic' force either. Read-only; every insight is provenance-marked.",
|
|
166
171
|
inputSchema: {
|
|
167
172
|
transcript: z.string().optional(),
|
|
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|
transcriptPath: z.string().optional(),
|
|
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174
|
title: z.string().optional(),
|
|
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175
|
source: z.enum(["gong", "chorus", "fathom", "manual", "csv", "unknown"]).optional(),
|
|
176
|
+
extractor: z.enum(["auto", "llm", "deterministic"]).optional(),
|
|
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|
+
model: z.string().optional(),
|
|
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|
},
|
|
172
|
-
}, async ({ transcript, transcriptPath, title, source }) => {
|
|
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|
+
}, async ({ transcript, transcriptPath, title, source, extractor, model }) => {
|
|
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180
|
const raw = transcript ??
|
|
174
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|
(transcriptPath ? readFileSync(resolve(process.cwd(), transcriptPath), "utf8") : null);
|
|
175
182
|
if (!raw)
|
|
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183
|
throw new Error("Provide transcript (text) or transcriptPath (file).");
|
|
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|
+
const mode = extractor ?? "auto";
|
|
185
|
+
const credential = mode === "deterministic" ? null : resolveLlmCredential();
|
|
186
|
+
if (mode === "llm" && !credential) {
|
|
187
|
+
throw new Error("extractor 'llm' needs an API key: set ANTHROPIC_API_KEY or OPENAI_API_KEY in the MCP server environment, or store one with `fullstackgtm login anthropic|openai`.");
|
|
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|
+
}
|
|
189
|
+
if (credential) {
|
|
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|
+
const normalized = normalizeTranscript(raw);
|
|
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|
+
const { insights, model: used } = await extractInsightsLlm(normalized, {
|
|
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|
+
...credential,
|
|
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|
+
model,
|
|
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|
+
title,
|
|
195
|
+
});
|
|
196
|
+
return content(parseCall(raw, { title, sourceSystem: source, insights, extractor: `llm:${credential.provider}:${used}` }));
|
|
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|
+
}
|
|
177
198
|
return content(parseCall(raw, { title, sourceSystem: source }));
|
|
178
199
|
});
|
|
179
200
|
server.registerTool("fullstackgtm_rules", {
|
package/llms.txt
CHANGED
|
@@ -20,8 +20,10 @@ at/above `--fail-on`.
|
|
|
20
20
|
|
|
21
21
|
## Key invariants (calls)
|
|
22
22
|
|
|
23
|
-
`fullstackgtm call parse`
|
|
24
|
-
|
|
23
|
+
`fullstackgtm call parse` defaults to LLM extraction (BYO Anthropic/OpenAI
|
|
24
|
+
key; env or stored via `login anthropic|openai`); `--deterministic` is the
|
|
25
|
+
free keyword baseline; `call score --rubric` produces evidence-quoted
|
|
26
|
+
coaching scorecards; `call link` suggests the deal with confidence + reason;
|
|
25
27
|
`call plan` proposes governed next-step writes through the standard
|
|
26
28
|
approve/apply lifecycle.
|
|
27
29
|
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "fullstackgtm",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.14.0",
|
|
4
4
|
"description": "Open-source agentic GTM ops framework: canonical GTM data model, pluggable deterministic audits, reviewable dry-run patch plans, approval-gated write-back with conflict detection, and cross-system entity resolution. HubSpot, Salesforce, and Stripe connectors included.",
|
|
5
5
|
"license": "Apache-2.0",
|
|
6
6
|
"author": "Full Stack GTM",
|
package/src/calls.ts
CHANGED
|
@@ -270,6 +270,8 @@ export type ParsedCall = {
|
|
|
270
270
|
id: string;
|
|
271
271
|
title?: string;
|
|
272
272
|
sourceSystem: GtmEvidenceSourceSystem;
|
|
273
|
+
/** What produced the insights: "deterministic" or "llm:<provider>:<model>". */
|
|
274
|
+
extractor: string;
|
|
273
275
|
segments: ParsedTranscriptSegment[];
|
|
274
276
|
insights: ExtractedCallInsight[];
|
|
275
277
|
evidence: GtmEvidence[];
|
|
@@ -299,7 +301,17 @@ export function normalizeTranscript(raw: string): string {
|
|
|
299
301
|
// not JSON — fall through and treat as plain text
|
|
300
302
|
}
|
|
301
303
|
}
|
|
302
|
-
|
|
304
|
+
// Granola's formatted text export writes "[Speaker] text" with no colon;
|
|
305
|
+
// rewrite those lines to the canonical "[Speaker]: text" form.
|
|
306
|
+
return raw
|
|
307
|
+
.split(/\r?\n/)
|
|
308
|
+
.map((line) => {
|
|
309
|
+
const match = /^(\[[^\]]{1,60}\])\s+(\S.*)$/.exec(line);
|
|
310
|
+
return match && !line.slice(match[1].length).trimStart().startsWith(":")
|
|
311
|
+
? `${match[1]}: ${match[2]}`
|
|
312
|
+
: line;
|
|
313
|
+
})
|
|
314
|
+
.join("\n");
|
|
303
315
|
}
|
|
304
316
|
|
|
305
317
|
/**
|
|
@@ -309,11 +321,18 @@ export function normalizeTranscript(raw: string): string {
|
|
|
309
321
|
*/
|
|
310
322
|
export function parseCall(
|
|
311
323
|
raw: string,
|
|
312
|
-
options: {
|
|
324
|
+
options: {
|
|
325
|
+
title?: string;
|
|
326
|
+
sourceSystem?: GtmEvidenceSourceSystem;
|
|
327
|
+
capturedAt?: string;
|
|
328
|
+
/** Pre-extracted insights (e.g. LLM); skips the deterministic extractor. */
|
|
329
|
+
insights?: ExtractedCallInsight[];
|
|
330
|
+
extractor?: string;
|
|
331
|
+
} = {},
|
|
313
332
|
): ParsedCall {
|
|
314
333
|
const normalized = normalizeTranscript(raw);
|
|
315
334
|
const segments = parseTranscript(normalized);
|
|
316
|
-
const insights = extractCallInsights(normalized, segments);
|
|
335
|
+
const insights = options.insights ?? extractCallInsights(normalized, segments);
|
|
317
336
|
const sourceSystem = options.sourceSystem ?? "manual";
|
|
318
337
|
const id = `call_${callHash(normalized)}`;
|
|
319
338
|
const evidence: GtmEvidence[] = insights.map((insight, index) => ({
|
|
@@ -325,6 +344,7 @@ export function parseCall(
|
|
|
325
344
|
text: insight.evidence,
|
|
326
345
|
capturedAt: options.capturedAt,
|
|
327
346
|
metadata: {
|
|
347
|
+
extractor: options.extractor ?? "deterministic",
|
|
328
348
|
insightType: insight.type,
|
|
329
349
|
speaker: insight.speaker,
|
|
330
350
|
confidence: insight.confidence,
|
|
@@ -336,6 +356,7 @@ export function parseCall(
|
|
|
336
356
|
id,
|
|
337
357
|
title: options.title,
|
|
338
358
|
sourceSystem,
|
|
359
|
+
extractor: options.extractor ?? "deterministic",
|
|
339
360
|
segments,
|
|
340
361
|
insights,
|
|
341
362
|
evidence,
|
package/src/cli.ts
CHANGED
|
@@ -38,7 +38,18 @@ import { createFilePlanStore } from "./planStore.ts";
|
|
|
38
38
|
import { auditReportToHtml, auditReportToMarkdown, type ReportOptions } from "./report.ts";
|
|
39
39
|
import { builtinAuditRules } from "./rules.ts";
|
|
40
40
|
import { sampleSnapshot } from "./sampleData.ts";
|
|
41
|
-
import { parseCall, suggestCallDeal, type ExtractedCallInsight, type ParsedCall } from "./calls.ts";
|
|
41
|
+
import { normalizeTranscript, parseCall, suggestCallDeal, type ExtractedCallInsight, type ParsedCall } from "./calls.ts";
|
|
42
|
+
import {
|
|
43
|
+
DEFAULT_RUBRIC,
|
|
44
|
+
detectProviderFromKey,
|
|
45
|
+
extractInsightsLlm,
|
|
46
|
+
parseRubric,
|
|
47
|
+
resolveLlmCredential,
|
|
48
|
+
scoreCallLlm,
|
|
49
|
+
validateLlmKey,
|
|
50
|
+
type CallScorecard,
|
|
51
|
+
type LlmProvider,
|
|
52
|
+
} from "./llm.ts";
|
|
42
53
|
import { suggestValues, type ValueSuggestion } from "./suggest.ts";
|
|
43
54
|
import type { FieldMappings } from "./mappings.ts";
|
|
44
55
|
import type {
|
|
@@ -59,7 +70,7 @@ Usage:
|
|
|
59
70
|
fullstackgtm login salesforce --device --client-id <consumer key> [--login-url <url>]
|
|
60
71
|
fullstackgtm login salesforce --instance-url <url> [--no-validate]
|
|
61
72
|
fullstackgtm login stripe [--no-validate]
|
|
62
|
-
fullstackgtm logout <hubspot|salesforce|stripe|broker>
|
|
73
|
+
fullstackgtm login anthropic | openai store an LLM API key for call parse/score\n fullstackgtm logout <hubspot|salesforce|stripe|anthropic|openai|broker>
|
|
63
74
|
|
|
64
75
|
Secrets (tokens, client secrets) are NEVER passed as flags — they leak via
|
|
65
76
|
the process list and shell history. Pipe them on stdin or enter them at the
|
|
@@ -70,11 +81,15 @@ Usage:
|
|
|
70
81
|
fullstackgtm report [source options] [audit options] [report options]
|
|
71
82
|
fullstackgtm diff --before <a.json> --after <b.json> [--json] [--fail-on-new-findings]
|
|
72
83
|
fullstackgtm merge --input <a.json> --input <b.json> [...] --out <merged.json> [--json]
|
|
73
|
-
fullstackgtm call parse --transcript <file> [--title t] [--source fathom|granola|...] [--json|--ndjson] [--out <path>]
|
|
84
|
+
fullstackgtm call parse --transcript <file> [--title t] [--source fathom|granola|...] [--model m] [--deterministic] [--json|--ndjson] [--out <path>]
|
|
85
|
+
fullstackgtm call score --transcript <file>|--call <parsed.json> [--rubric <rubric.json>] [--model m] [--json|--out <path>]
|
|
74
86
|
fullstackgtm call link --attendees <a@x.com,...> | --domain <x.com> [source options] [--json]
|
|
75
87
|
fullstackgtm call plan --transcript <file>|--call <parsed.json> --deal <id> [source options] [--save|--json]
|
|
76
|
-
calls become evidence:
|
|
77
|
-
|
|
88
|
+
calls become evidence: LLM extraction by default (bring your own
|
|
89
|
+
Anthropic or OpenAI key — captured once on first use, or
|
|
90
|
+
ANTHROPIC_API_KEY/OPENAI_API_KEY, or \`login anthropic|openai\`);
|
|
91
|
+
--deterministic uses the free keyword baseline. Then link the call
|
|
92
|
+
to its deal and propose governed next-step writes.
|
|
78
93
|
fullstackgtm suggest --plan-id <id> | --plan <path> [source options] [--json] [--out <path>]
|
|
79
94
|
derive values for requires_human_* placeholders
|
|
80
95
|
from snapshot evidence, with confidence + reasons
|
|
@@ -218,6 +233,8 @@ async function connectorFor(provider: string, args: string[]): Promise<GtmConnec
|
|
|
218
233
|
return createHubspotConnector({
|
|
219
234
|
getAccessToken: () => connection.accessToken,
|
|
220
235
|
fieldMappings: (connection.fieldMappings as FieldMappings | undefined) ?? undefined,
|
|
236
|
+
// Point at a mock/proxy HubSpot (tests, evals, request-recording).
|
|
237
|
+
apiBaseUrl: process.env.HUBSPOT_API_BASE_URL,
|
|
221
238
|
});
|
|
222
239
|
}
|
|
223
240
|
if (provider === "salesforce") {
|
|
@@ -474,7 +491,7 @@ function parseValueOverrides(args: string[]) {
|
|
|
474
491
|
async function callCommand(args: string[]) {
|
|
475
492
|
const [subcommand, ...rest] = args;
|
|
476
493
|
|
|
477
|
-
const loadParsedCall = (): ParsedCall => {
|
|
494
|
+
const loadParsedCall = async (): Promise<ParsedCall> => {
|
|
478
495
|
const callPath = option(rest, "--call");
|
|
479
496
|
if (callPath) {
|
|
480
497
|
return JSON.parse(readFileSync(resolve(process.cwd(), callPath), "utf8")) as ParsedCall;
|
|
@@ -483,15 +500,31 @@ async function callCommand(args: string[]) {
|
|
|
483
500
|
if (!transcriptPath) throw new Error(`call ${subcommand} requires --transcript <file> or --call <parsed.json>`);
|
|
484
501
|
const raw = readFileSync(resolve(process.cwd(), transcriptPath), "utf8");
|
|
485
502
|
const source = option(rest, "--source") as ParsedCall["sourceSystem"] | undefined;
|
|
486
|
-
|
|
503
|
+
const base = {
|
|
487
504
|
title: option(rest, "--title") ?? undefined,
|
|
488
505
|
sourceSystem: source,
|
|
489
506
|
capturedAt: new Date().toISOString(),
|
|
507
|
+
};
|
|
508
|
+
if (rest.includes("--deterministic")) {
|
|
509
|
+
return parseCall(raw, base);
|
|
510
|
+
}
|
|
511
|
+
// LLM extraction is the default: bring-your-own-key (Anthropic or OpenAI).
|
|
512
|
+
const credential = await requireLlmCredential();
|
|
513
|
+
const normalized = normalizeTranscript(raw);
|
|
514
|
+
const { insights, model } = await extractInsightsLlm(normalized, {
|
|
515
|
+
...credential,
|
|
516
|
+
model: option(rest, "--model") ?? undefined,
|
|
517
|
+
title: base.title,
|
|
518
|
+
});
|
|
519
|
+
return parseCall(raw, {
|
|
520
|
+
...base,
|
|
521
|
+
insights,
|
|
522
|
+
extractor: `llm:${credential.provider}:${model}`,
|
|
490
523
|
});
|
|
491
524
|
};
|
|
492
525
|
|
|
493
526
|
if (subcommand === "parse") {
|
|
494
|
-
const parsed = loadParsedCall();
|
|
527
|
+
const parsed = await loadParsedCall();
|
|
495
528
|
const outPath = option(rest, "--out");
|
|
496
529
|
if (outPath) writeFileSync(resolve(process.cwd(), outPath), `${JSON.stringify(parsed, null, 2)}\n`);
|
|
497
530
|
if (rest.includes("--ndjson")) {
|
|
@@ -549,7 +582,7 @@ async function callCommand(args: string[]) {
|
|
|
549
582
|
if (subcommand === "plan") {
|
|
550
583
|
const dealId = option(rest, "--deal");
|
|
551
584
|
if (!dealId) throw new Error("call plan requires --deal <dealId> (use `call link` to find it)");
|
|
552
|
-
const parsed = loadParsedCall();
|
|
585
|
+
const parsed = await loadParsedCall();
|
|
553
586
|
const snapshot = await readSnapshot(rest);
|
|
554
587
|
const deal = snapshot.deals.find((row) => row.id === dealId);
|
|
555
588
|
if (!deal) throw new Error(`Deal ${dealId} is not in the snapshot — check the id or the snapshot source.`);
|
|
@@ -575,7 +608,93 @@ async function callCommand(args: string[]) {
|
|
|
575
608
|
return;
|
|
576
609
|
}
|
|
577
610
|
|
|
578
|
-
|
|
611
|
+
if (subcommand === "score") {
|
|
612
|
+
const credential = await requireLlmCredential();
|
|
613
|
+
const rubricPath = option(rest, "--rubric");
|
|
614
|
+
const rubric = rubricPath
|
|
615
|
+
? parseRubric(readFileSync(resolve(process.cwd(), rubricPath), "utf8"))
|
|
616
|
+
: DEFAULT_RUBRIC;
|
|
617
|
+
const transcriptPath = option(rest, "--transcript");
|
|
618
|
+
let transcriptText: string;
|
|
619
|
+
let title = option(rest, "--title") ?? undefined;
|
|
620
|
+
if (transcriptPath) {
|
|
621
|
+
transcriptText = normalizeTranscript(readFileSync(resolve(process.cwd(), transcriptPath), "utf8"));
|
|
622
|
+
} else {
|
|
623
|
+
const callPath = option(rest, "--call");
|
|
624
|
+
if (!callPath) throw new Error("call score requires --transcript <file> or --call <parsed.json>");
|
|
625
|
+
const parsed = JSON.parse(readFileSync(resolve(process.cwd(), callPath), "utf8")) as ParsedCall;
|
|
626
|
+
transcriptText = parsed.segments
|
|
627
|
+
.map((segment) => (segment.speaker ? `${segment.speaker}: ${segment.text}` : segment.text))
|
|
628
|
+
.join("\n");
|
|
629
|
+
title = title ?? parsed.title;
|
|
630
|
+
}
|
|
631
|
+
const scorecard = await scoreCallLlm(transcriptText, rubric, {
|
|
632
|
+
...credential,
|
|
633
|
+
model: option(rest, "--model") ?? undefined,
|
|
634
|
+
title,
|
|
635
|
+
});
|
|
636
|
+
const outPath = option(rest, "--out");
|
|
637
|
+
if (outPath) writeFileSync(resolve(process.cwd(), outPath), `${JSON.stringify(scorecard, null, 2)}\n`);
|
|
638
|
+
if (rest.includes("--json")) {
|
|
639
|
+
console.log(JSON.stringify(scorecard, null, 2));
|
|
640
|
+
return;
|
|
641
|
+
}
|
|
642
|
+
console.log(renderScorecard(scorecard, title));
|
|
643
|
+
return;
|
|
644
|
+
}
|
|
645
|
+
|
|
646
|
+
throw new Error(`call supports: parse, link, plan, score (got ${subcommand ?? "nothing"})`);
|
|
647
|
+
}
|
|
648
|
+
|
|
649
|
+
/**
|
|
650
|
+
* First-touch key onboarding: env vars win, then the credential store; on a
|
|
651
|
+
* TTY a missing key is captured once (validated, stored 0600 like provider
|
|
652
|
+
* logins). Non-interactive contexts get an actionable error instead.
|
|
653
|
+
*/
|
|
654
|
+
async function requireLlmCredential(): Promise<{ provider: LlmProvider; apiKey: string }> {
|
|
655
|
+
const resolved = resolveLlmCredential();
|
|
656
|
+
if (resolved) return resolved;
|
|
657
|
+
if (!process.stdin.isTTY) {
|
|
658
|
+
throw new Error(
|
|
659
|
+
"LLM extraction needs an API key. Set ANTHROPIC_API_KEY or OPENAI_API_KEY, run `echo \"$KEY\" | fullstackgtm login anthropic` (or `login openai`) once, or pass --deterministic for the free keyword baseline.",
|
|
660
|
+
);
|
|
661
|
+
}
|
|
662
|
+
console.error("LLM parsing needs an API key (Anthropic or OpenAI) — yours, used directly with the provider.");
|
|
663
|
+
console.error(`Paste it once; it is validated and stored at ${credentialsPath()} (file mode 0600), like CRM logins.`);
|
|
664
|
+
console.error("(Alternatives: set ANTHROPIC_API_KEY / OPENAI_API_KEY, or pass --deterministic for the free keyword baseline.)\n");
|
|
665
|
+
const apiKey = await readSecret("API key (sk-ant-... or sk-...): ");
|
|
666
|
+
const provider = detectProviderFromKey(apiKey);
|
|
667
|
+
const validation = await validateLlmKey(provider, apiKey);
|
|
668
|
+
if (!validation.ok) throw new Error(`${provider} rejected the key: ${validation.detail}`);
|
|
669
|
+
const now = new Date().toISOString();
|
|
670
|
+
storeCredential(provider, { kind: "api_key", accessToken: apiKey, createdAt: now, updatedAt: now });
|
|
671
|
+
console.error(`Stored ${provider} key (${validation.detail}). Future runs use it automatically; remove with \`fullstackgtm logout ${provider}\`.\n`);
|
|
672
|
+
return { provider, apiKey };
|
|
673
|
+
}
|
|
674
|
+
|
|
675
|
+
function renderScorecard(scorecard: CallScorecard, title?: string): string {
|
|
676
|
+
const lines = [
|
|
677
|
+
`# Coaching Scorecard${title ? ` — ${title}` : ""}`,
|
|
678
|
+
"",
|
|
679
|
+
`**Overall: ${scorecard.overallScore}/${scorecard.scale}** (model: ${scorecard.model})`,
|
|
680
|
+
"",
|
|
681
|
+
"| Dimension | Score | | Coaching note |",
|
|
682
|
+
"| --- | --- | --- | --- |",
|
|
683
|
+
];
|
|
684
|
+
for (const dim of scorecard.dimensions) {
|
|
685
|
+
const filled = Math.round((dim.score / dim.maxScore) * 5);
|
|
686
|
+
const bar = "█".repeat(filled) + "░".repeat(5 - filled);
|
|
687
|
+
lines.push(`| ${dim.name} | ${dim.score}/${dim.maxScore} | ${bar} | ${dim.coachingNote} |`);
|
|
688
|
+
}
|
|
689
|
+
if (scorecard.highlights.length) {
|
|
690
|
+
lines.push("", "**Highlights**");
|
|
691
|
+
for (const h of scorecard.highlights) lines.push(`- ${h}`);
|
|
692
|
+
}
|
|
693
|
+
if (scorecard.missedItems.length) {
|
|
694
|
+
lines.push("", "**Missed**");
|
|
695
|
+
for (const m of scorecard.missedItems) lines.push(`- ${m}`);
|
|
696
|
+
}
|
|
697
|
+
return lines.join("\n");
|
|
579
698
|
}
|
|
580
699
|
|
|
581
700
|
function buildCallPlan(
|
|
@@ -1205,9 +1324,22 @@ async function login(args: string[]) {
|
|
|
1205
1324
|
console.log(`Logged in to Stripe. Credentials stored in ${credentialsPath()}.`);
|
|
1206
1325
|
return;
|
|
1207
1326
|
}
|
|
1327
|
+
if (provider === "anthropic" || provider === "openai") {
|
|
1328
|
+
const key = await readSecret(`${provider} API key (${provider === "anthropic" ? "sk-ant-..." : "sk-..."})`);
|
|
1329
|
+
if (!key) throw new Error(`No ${provider} key provided.`);
|
|
1330
|
+
if (!args.includes("--no-validate")) {
|
|
1331
|
+
const validation = await validateLlmKey(provider, key);
|
|
1332
|
+
if (!validation.ok) throw new Error(`${provider} rejected the key: ${validation.detail}`);
|
|
1333
|
+
console.log(validation.detail);
|
|
1334
|
+
}
|
|
1335
|
+
const stamp = new Date().toISOString();
|
|
1336
|
+
storeCredential(provider, { kind: "api_key", accessToken: key, createdAt: stamp, updatedAt: stamp });
|
|
1337
|
+
console.log(`Stored ${provider} API key in ${credentialsPath()}. \`fullstackgtm call parse\` and \`call score\` use it automatically.`);
|
|
1338
|
+
return;
|
|
1339
|
+
}
|
|
1208
1340
|
if (provider !== "hubspot") {
|
|
1209
1341
|
throw new Error(
|
|
1210
|
-
"login supports: hubspot, salesforce, stripe, or --via <hosted url>. Usage: fullstackgtm login <provider> | fullstackgtm login --via https://gtm.example.com",
|
|
1342
|
+
"login supports: hubspot, salesforce, stripe, anthropic, openai, or --via <hosted url>. Usage: fullstackgtm login <provider> | fullstackgtm login --via https://gtm.example.com",
|
|
1211
1343
|
);
|
|
1212
1344
|
}
|
|
1213
1345
|
const now = new Date().toISOString();
|
|
@@ -1300,6 +1432,7 @@ export function doctorReport(env: Record<string, string | undefined> = process.e
|
|
|
1300
1432
|
: providerStatus("stripe", broker),
|
|
1301
1433
|
};
|
|
1302
1434
|
|
|
1435
|
+
const llm = resolveLlmCredential(env);
|
|
1303
1436
|
const missingPeers = ["@modelcontextprotocol/sdk", "zod"].filter((name) => {
|
|
1304
1437
|
try {
|
|
1305
1438
|
import.meta.resolve(name);
|
|
@@ -1326,6 +1459,9 @@ export function doctorReport(env: Record<string, string | undefined> = process.e
|
|
|
1326
1459
|
config: { path: configPath, exists: existsSync(configPath) },
|
|
1327
1460
|
providers,
|
|
1328
1461
|
broker: broker ? { paired: true, baseUrl: broker.baseUrl ?? "unknown" } : { paired: false },
|
|
1462
|
+
llm: llm
|
|
1463
|
+
? { configured: true, provider: llm.provider, source: llm.source }
|
|
1464
|
+
: { configured: false, detail: "call parse/score will prompt once, or set ANTHROPIC_API_KEY / OPENAI_API_KEY" },
|
|
1329
1465
|
mcp: { peersInstalled: missingPeers.length === 0, missing: missingPeers },
|
|
1330
1466
|
nextSteps,
|
|
1331
1467
|
};
|
|
@@ -1372,6 +1508,7 @@ function doctorCommand(args: string[]) {
|
|
|
1372
1508
|
` ${provider.padEnd(11)} ${status.source === "none" ? `not connected (${status.detail})` : `${status.source}: ${status.detail}`}`,
|
|
1373
1509
|
),
|
|
1374
1510
|
` ${"broker".padEnd(11)} ${report.broker.paired ? `paired with ${report.broker.baseUrl}` : "not paired (fullstackgtm login --via <hosted url>)"}`,
|
|
1511
|
+
` ${"llm".padEnd(11)} ${report.llm.configured ? `${report.llm.provider} key (${report.llm.source}) — call parse/score ready` : `not configured (${report.llm.detail})`}`,
|
|
1375
1512
|
"",
|
|
1376
1513
|
report.mcp.peersInstalled
|
|
1377
1514
|
? "MCP: peers installed — `fullstackgtm-mcp` is ready"
|
package/src/credentials.ts
CHANGED
|
@@ -74,7 +74,7 @@ export function listProfiles(): string[] {
|
|
|
74
74
|
}
|
|
75
75
|
|
|
76
76
|
export type StoredCredential = {
|
|
77
|
-
kind: "private_app" | "oauth" | "broker";
|
|
77
|
+
kind: "private_app" | "oauth" | "broker" | "api_key";
|
|
78
78
|
accessToken: string;
|
|
79
79
|
refreshToken?: string;
|
|
80
80
|
/** Epoch ms when the access token expires (oauth only). */
|