gtm-now 0.10.0 → 0.10.2

package/dist/index.js

@@ -10713,8 +10713,8 @@ var init_prospect = __esm({
             },
             output: {
               type: "string",
-              enum: ["file", "inline"],
-              description: 'Output mode. "file" writes results to JSONL file (auto when >20 results). "inline" returns in response.'
+              enum: ["file", "inline", "csv"],
+              description: 'Output mode. "file" writes JSONL (auto when >20 results). "csv" writes a CSV file for spreadsheet review. "inline" returns in response.'
             },
             detail: {
               type: "string",
@@ -10825,8 +10825,8 @@ var init_prospect = __esm({
             },
             output: {
               type: "string",
-              enum: ["file", "inline"],
-              description: 'Output mode. "file" writes results to JSONL file (auto when >20 results). "inline" returns in response.'
+              enum: ["file", "inline", "csv"],
+              description: 'Output mode. "file" writes JSONL (auto when >20 results). "csv" writes a CSV file for spreadsheet review. "inline" returns in response.'
             },
             detail: {
               type: "string",
@@ -10849,7 +10849,7 @@ var init_enrich = __esm({
     enrichTools = [
       {
         name: "gtm_enrich",
-        description: "Email/phone enrichment via waterfall \u2014 tries providers in order, stops on first match. Always dry_run first for batches > 5.",
+        description: 'Email enrichment via waterfall \u2014 tries providers in order, stops on first match. Always dry_run first for batches > 5. Defaults to email only. Phone costs extra \u2014 only add find: ["email", "phone"] when the user explicitly requests phone numbers.',
         inputSchema: {
           type: "object",
           properties: {
@@ -10876,7 +10876,7 @@ var init_enrich = __esm({
                 enum: ["email", "phone", "title", "company", "funding", "tech_stack"]
               },
               default: ["email"],
-              description: "Fields to find. Currently supported: email, phone. Additional fields (title, company, funding, tech_stack) are accepted but return an informative error until Phase 2."
+              description: 'Fields to find. Defaults to ["email"] only. Add "phone" ONLY when explicitly requested \u2014 phone lookups cost extra. Additional fields (title, company, funding, tech_stack) return an informative error until Phase 2.'
             },
             waterfall: {
               type: "array",
@@ -11307,6 +11307,43 @@ var init_feedback = __esm({
   }
 });
 
+// src/tools/review.ts
+var reviewTools;
+var init_review = __esm({
+  "src/tools/review.ts"() {
+    "use strict";
+    reviewTools = [
+      {
+        name: "gtm_review",
+        description: "Push data to a visual review table. Users see an interactive grid in their browser and can select/deselect rows. Use after finding companies or contacts to let the user review before enrichment.",
+        inputSchema: {
+          type: "object",
+          properties: {
+            action: {
+              type: "string",
+              enum: ["create", "update", "get_selected"],
+              description: "create: new table from data. update: modify existing table rows. get_selected: fetch user-approved rows."
+            },
+            title: { type: "string", description: "Table title (for create)" },
+            data: {
+              type: "array",
+              items: { type: "object" },
+              description: "Array of row objects (for create)"
+            },
+            table_id: { type: "string", description: "Table ID (for update, get_selected)" },
+            rows: {
+              type: "array",
+              items: { type: "object" },
+              description: "Updated row objects with _row_id (for update)"
+            }
+          },
+          required: ["action"]
+        }
+      }
+    ];
+  }
+});
+
 // src/tools/descriptions.ts
 var TOOL_DESCRIPTIONS;
 var init_descriptions = __esm({
@@ -11347,7 +11384,9 @@ After finding people, use:
 
 Known limitations:
 - department + seniority filters combined may return 0 results (Disco API uses strict AND). Use one or the other.`,
-      gtm_enrich: `Email and phone enrichment via waterfall \u2014 tries multiple providers in order, stops on first match. Supports 1-100 contacts per call.
+      gtm_enrich: `Email enrichment via waterfall \u2014 tries multiple providers in order, stops on first match. Supports 1-100 contacts per call.
+
+IMPORTANT: Defaults to email only. Phone enrichment costs extra per lookup \u2014 only include when the user explicitly asks for phone numbers.
 
 Always do a dry_run first for batches > 5 to preview cost.
 
@@ -11388,7 +11427,8 @@ Note: HarvestAPI charges per request. For engagement mining, each post lookup co
       gtm_guide: "CALL THIS FIRST before any multi-step GTM task. Returns step-by-step workflow recipes for common tasks like building a TAM list, running enrichment, or launching cold outreach. Always check the guide before starting work to ensure you follow the correct sequence and avoid wasting credits.",
       gtm_tool_help: "Get the full parameter schema for a specific GTM tool. Use this to see exactly what arguments a tool accepts before calling gtm_execute.",
       gtm_execute: "Gateway to execute any GTM tool by name. Use gtm_guide for workflow recipes, gtm_tool_help for parameter schemas, then this to execute.",
-      gtm_feedback: "Submit feedback, bug reports, feature requests, or provider requests. Feedback is stored for the gtm-now maintainers to review."
+      gtm_feedback: "Submit feedback, bug reports, feature requests, or provider requests. Feedback is stored for the gtm-now maintainers to review.",
+      gtm_review: "Push data to a visual review table hosted at view.gtmnow.com. Users see an interactive AG Grid in their browser with checkboxes to select/deselect rows. Creates a temporary table (24h TTL) with a shareable URL. Use after finding companies or contacts to let the user review before spending enrichment credits. Three actions: create (new table from data array), update (modify existing table \u2014 add columns, update rows), get_selected (fetch only the rows the user has checked)."
     };
   }
 });
@@ -11408,6 +11448,7 @@ var init_tools = __esm({
     init_status();
     init_configure();
     init_feedback();
+    init_review();
     init_prospect();
     init_enrich();
     init_extract();
@@ -11417,6 +11458,7 @@ var init_tools = __esm({
     init_crm();
     init_status();
     init_configure();
+    init_review();
     init_descriptions();
     capabilityTools = [
       ...prospectTools,
@@ -11428,7 +11470,8 @@ var init_tools = __esm({
       ...crmTools,
       ...statusTools,
       ...configureTools,
-      ...feedbackTools
+      ...feedbackTools,
+      ...reviewTools
     ];
     guideTool = {
       name: "gtm_guide",
@@ -11444,6 +11487,7 @@ var init_tools = __esm({
               "cold_outreach",
               "linkedin_outreach",
               "crm_sync",
+              "export_to_webhook",
               "list_tasks"
             ],
             description: "The workflow to get guidance for"
@@ -11536,6 +11580,12 @@ Start by identifying what kind of companies you're targeting:
 3. gtm_enrich \u2014 get emails
 4. gtm_campaign \u2014 personalized outreach referencing their engagement
 
+## Review before enriching
+After finding companies, review the list before spending enrichment credits:
+- Use output: 'csv' to write results to a spreadsheet for visual review
+- Or export to Clay/webhook via gtm_fetch POST for team review (see export_to_webhook guide)
+- Use gtm_ai with action: 'classify' to auto-filter competitors or bad fits
+
 ## Key principle
 Always dry_run enrichment first. Credits are spent per successful find \u2014 previewing cost avoids surprises.`,
       enrich_list: `# Enrich a Contact List \u2014 Workflow
@@ -11611,6 +11661,26 @@ LinkedIn outreach requires LinkedIn profile URLs \u2014 not emails. Extract prof
 
 ## Key principle
 Always search before creating to avoid duplicates. Most CRMs have built-in email dedup but better to check first.`,
+      export_to_webhook: `# Export Data to Webhook \u2014 Workflow
+
+Push GTM data to Clay, Make, Zapier, or any webhook endpoint for visual review or further processing.
+
+## Steps
+1. FIND \u2014 Get your companies or contacts
+   \u2192 gtm_find_companies({ icp_text: "...", limit: 50 })
+   \u2192 gtm_find_people({ company_domain: "...", job_title: "CEO" })
+
+2. EXPORT \u2014 Push to webhook via gtm_fetch
+   \u2192 gtm_fetch({ url: "https://your-webhook-url", method: "POST", body: { results: [...] } })
+
+## Clay Integration
+Clay table webhooks accept JSON directly:
+\u2192 gtm_fetch({ url: "https://api.clay.com/v3/sources/webhook/...", method: "POST", body: { first_name: "...", last_name: "...", company: "...", ... } })
+
+Send one record per request, or batch them depending on the webhook's format.
+
+## Key principle
+Review data visually before spending enrichment credits. Export \u2192 review \u2192 enrich only the good leads.`,
       list_tasks: `# Available GTM Workflows
 
 Call gtm_guide with one of these tasks:
@@ -11620,6 +11690,7 @@ Call gtm_guide with one of these tasks:
 - cold_outreach \u2014 Enrich + personalize + push to cold email campaign
 - linkedin_outreach \u2014 Extract profiles + personalize + push to LinkedIn campaign
 - crm_sync \u2014 Find/create/update people and deals in CRM
+- export_to_webhook \u2014 Push data to Clay, Make, Zapier, or any webhook for review
 
 New tools available:
 - gtm_find_companies (provider: storeleads) \u2014 Search 1.2M+ e-commerce stores by category, revenue, platform
@@ -11703,6 +11774,7 @@ import * as os from "os";
 function shouldWriteToFile(count, output) {
   if (output === "file") return true;
   if (output === "inline") return false;
+  if (output === "csv") return false;
   return count > FILE_OUTPUT_THRESHOLD;
 }
 function writeResultsFile(tool, results, meta, resultsDir = DEFAULT_RESULTS_DIR) {
@@ -11720,6 +11792,40 @@ function writeResultsFile(tool, results, meta, resultsDir = DEFAULT_RESULTS_DIR)
   }
   return filePath;
 }
+function writeResultsCsv(tool, results, resultsDir = DEFAULT_RESULTS_DIR) {
+  fs.mkdirSync(resultsDir, { recursive: true });
+  const timestamp = formatTimestamp(/* @__PURE__ */ new Date());
+  const filename = `${tool}-${timestamp}.csv`;
+  const filePath = path.join(resultsDir, filename);
+  if (results.length === 0) {
+    fs.writeFileSync(filePath, "", "utf-8");
+    return filePath;
+  }
+  const headers = Object.keys(results[0]);
+  const headerLine = headers.map(escapeCsvField).join(",");
+  const dataLines = results.map(
+    (row) => headers.map((h) => escapeCsvField(formatCsvValue(row[h]))).join(",")
+  );
+  const content = [headerLine, ...dataLines].join("\n") + "\n";
+  fs.writeFileSync(filePath, content, "utf-8");
+  try {
+    cleanOldResults(7, resultsDir);
+  } catch {
+  }
+  return filePath;
+}
+function formatCsvValue(value) {
+  if (value === null || value === void 0) return "";
+  if (Array.isArray(value)) return value.join(";");
+  if (typeof value === "object") return JSON.stringify(value);
+  return String(value);
+}
+function escapeCsvField(value) {
+  if (value.includes(",") || value.includes('"') || value.includes("\n")) {
+    return `"${value.replace(/"/g, '""')}"`;
+  }
+  return value;
+}
 function cleanOldResults(maxAgeDays, resultsDir = DEFAULT_RESULTS_DIR) {
   let entries;
   try {
@@ -11843,6 +11949,19 @@ async function findCompanies(args, ctx) {
   if (query.max_revenue != null) applied_filters.max_revenue = query.max_revenue;
   const providerUsed = provider.name;
   const output = args.output;
+  if (output === "csv") {
+    const filePath = writeResultsCsv("find_companies", slimmedResults);
+    return {
+      provider: providerUsed,
+      count: results.length,
+      has_more,
+      output: "csv",
+      file: filePath,
+      preview: slimmedResults.slice(0, 3),
+      columns: slimmedResults.length > 0 ? Object.keys(slimmedResults[0]) : [],
+      ...warnings?.length ? { warnings } : {}
+    };
+  }
   if (shouldWriteToFile(results.length, output)) {
     const meta = {
       query: applied_filters,
@@ -11936,6 +12055,19 @@ async function findPeople(args, ctx) {
   if (query.revenue_range) applied_filters.revenue_range = query.revenue_range;
   const providerUsed = provider.name;
   const output = args.output;
+  if (output === "csv") {
+    const filePath = writeResultsCsv("find_people", slimmedResults);
+    return {
+      provider: providerUsed,
+      count: dedupedResults.length,
+      has_more,
+      output: "csv",
+      file: filePath,
+      preview: slimmedResults.slice(0, 3),
+      columns: slimmedResults.length > 0 ? Object.keys(slimmedResults[0]) : [],
+      ...warnings?.length ? { warnings } : {}
+    };
+  }
   if (shouldWriteToFile(dedupedResults.length, output)) {
     const meta = {
       query: applied_filters,
@@ -13111,6 +13243,73 @@ var init_feedback2 = __esm({
   }
 });
 
+// src/handlers/review.ts
+var review_exports = {};
+__export(review_exports, {
+  handleReview: () => handleReview
+});
+async function handleReview(args) {
+  const action = args.action;
+  switch (action) {
+    case "create":
+      return createTable(args);
+    case "update":
+      return updateTable(args);
+    case "get_selected":
+      return getSelected(args);
+    default:
+      throw new Error(`Unknown review action: ${action}`);
+  }
+}
+async function createTable(args) {
+  const data = args.data;
+  const title = args.title ?? "Review Table";
+  const rows = data.map((row, i) => ({
+    ...row,
+    _row_id: row._row_id ?? `r${i + 1}`
+  }));
+  const response = await fetch(`${VIEWER_URL}/api/tables`, {
+    method: "POST",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ title, rows })
+  });
+  if (!response.ok) {
+    const body = await response.json().catch(() => ({}));
+    throw new Error(`Viewer API error ${response.status}: ${JSON.stringify(body)}`);
+  }
+  return response.json();
+}
+async function updateTable(args) {
+  const tableId = args.table_id;
+  const rows = args.rows;
+  const response = await fetch(`${VIEWER_URL}/api/tables/${tableId}`, {
+    method: "PATCH",
+    headers: { "Content-Type": "application/json" },
+    body: JSON.stringify({ rows })
+  });
+  if (!response.ok) {
+    const body = await response.json().catch(() => ({}));
+    throw new Error(`Viewer API error ${response.status}: ${JSON.stringify(body)}`);
+  }
+  return response.json();
+}
+async function getSelected(args) {
+  const tableId = args.table_id;
+  const response = await fetch(`${VIEWER_URL}/api/tables/${tableId}/selected`);
+  if (!response.ok) {
+    const body = await response.json().catch(() => ({}));
+    throw new Error(`Viewer API error ${response.status}: ${JSON.stringify(body)}`);
+  }
+  return response.json();
+}
+var VIEWER_URL;
+var init_review2 = __esm({
+  "src/handlers/review.ts"() {
+    "use strict";
+    VIEWER_URL = process.env.GTM_VIEWER_URL ?? "https://view.gtmnow.com";
+  }
+});
+
 // src/handlers/index.ts
 function isRateLimitError2(error) {
   if (error instanceof Error && "status" in error) {
@@ -13230,6 +13429,10 @@ async function dispatch(name, args, ctx) {
       const { handleFeedback: handleFeedback2 } = await Promise.resolve().then(() => (init_feedback2(), feedback_exports));
       return handleFeedback2(args);
     }
+    case "gtm_review": {
+      const { handleReview: handleReview2 } = await Promise.resolve().then(() => (init_review2(), review_exports));
+      return handleReview2(args);
+    }
     // ─── Meta-Tools ───────────────────────────────────────
     case "gtm_guide": {
       const task = args.task;
@@ -13344,7 +13547,7 @@ var init_validation = __esm({
         platform: z2.string().optional(),
         min_revenue: z2.number().optional(),
         max_revenue: z2.number().optional(),
-        output: z2.enum(["file", "inline"]).optional(),
+        output: z2.enum(["file", "inline", "csv"]).optional(),
         detail: detailSchema
       }),
       // 2. People/contact search
@@ -13385,7 +13588,7 @@ var init_validation = __esm({
         max_employees: z2.number().int().min(1).optional(),
         revenue_range: z2.string().optional(),
         fields: z2.union([z2.literal("all"), z2.array(z2.string())]).optional(),
-        output: z2.enum(["file", "inline"]).optional(),
+        output: z2.enum(["file", "inline", "csv"]).optional(),
         detail: detailSchema
       }).refine(
         (data) => !!(data.job_title || data.company_name || data.company_domain || data.company_domains && data.company_domains.length > 0 || data.seniority && data.seniority.length > 0 || data.filter_industry && data.filter_industry.length > 0 || data.skills && data.skills.length > 0 || data.location),
@@ -13520,6 +13723,7 @@ var init_validation = __esm({
           "cold_outreach",
           "linkedin_outreach",
           "crm_sync",
+          "export_to_webhook",
           "list_tasks"
         ])
       }),
@@ -13539,7 +13743,24 @@ var init_validation = __esm({
         }),
         message: z2.string().min(1, "message is required"),
         context: z2.record(z2.unknown()).optional()
-      })
+      }),
+      // 17. Review table
+      gtm_review: z2.discriminatedUnion("action", [
+        z2.object({
+          action: z2.literal("create"),
+          title: z2.string().optional(),
+          data: z2.array(z2.record(z2.unknown())).min(1, "data must contain at least 1 row")
+        }),
+        z2.object({
+          action: z2.literal("update"),
+          table_id: z2.string().min(1, "table_id is required for update"),
+          rows: z2.array(z2.record(z2.unknown())).min(1, "rows must contain at least 1 row")
+        }),
+        z2.object({
+          action: z2.literal("get_selected"),
+          table_id: z2.string().min(1, "table_id is required for get_selected")
+        })
+      ])
     };
     TOOL_NAMES = Object.keys(toolSchemas);
   }