lumnisai 0.5.49 → 0.5.50

package/dist/index.cjs

@@ -1091,14 +1091,18 @@ class CrmResource {
     });
   }
   /**
-   * Grant a member the right to exclude against an owner's synced CRM ledger
-   * (all providers for that owner). Typically called by the FE on org join.
+   * Grant a member access to an owner's CRM — every provider that owner has
+   * synced. One grant serves both reads that name another owner: ledger
+   * exclusion in search and campaigns, and `account_monitor`'s `crmUserId`.
+   * Both users must be in the authenticated tenant; a self-grant is a no-op.
+   * Typically called by the FE on org join.
    */
   async grantExclusionGrant(data) {
     return this.http.post("/crm/exclusion-grants", data);
   }
   /**
-   * Revoke a member's access to an owner's CRM exclusion ledger.
+   * Revoke a member's access to an owner's CRM. Implicit access to their own
+   * CRM cannot be revoked.
    */
   async revokeExclusionGrant(data) {
     return this.http.delete("/crm/exclusion-grants", {
@@ -1106,7 +1110,8 @@ class CrmResource {
     });
   }
   /**
-   * List CRM owners whose exclusion ledger a member may read (via grants).
+   * List the CRM owners a member may read via grants. The member's own CRM is
+   * implicit and is not listed.
    */
   async listExclusionGrants(memberUserId) {
     return this.http.get("/crm/exclusion-grants", {
@@ -3290,6 +3295,7 @@ const ACCOUNT_MONITOR_FIELDS = [
   ["signalDefinitions", "signal_definitions"],
   ["intentScoringInstructions", "intent_scoring_instructions"],
   ["history", "history"],
+  ["crmUserId", "crm_user_id"],
   ["tier", "tier"]
 ];
 const ACCOUNT_MONITOR_FIELD_KEYS = new Set(ACCOUNT_MONITOR_FIELDS.flat());
@@ -3974,6 +3980,24 @@ class ResponsesResource {
       throw new ValidationError("intentScoringInstructions must be a string");
     this._validateAccountMonitorSignalDefinitions(params.signalDefinitions);
   }
+  /**
+   * `crmUserId` reads one tenant member's CRM, so the request has to name the
+   * requester too: the backend refuses the pair without a top-level `userId`,
+   * and reading anyone else's CRM also needs a CRM access grant
+   * (`client.crm.grantExclusionGrant`). Reading your own is always allowed.
+   */
+  _validateAccountMonitorCrmAccess(params, request) {
+    const crmUserId = params.crmUserId;
+    if (crmUserId === void 0)
+      return;
+    if (typeof crmUserId !== "string" || !crmUserId.trim() || crmUserId.length > 255) {
+      throw new ValidationError(
+        "crmUserId must be the UUID or email of a CRM owner in the authenticated tenant (1-255 characters) for account_monitor"
+      );
+    }
+    if (typeof request.userId !== "string" || !request.userId.trim())
+      throw new ValidationError("userId is required when crmUserId is provided");
+  }
   /** People are LinkedIn profile URLs; no employee discovery is ever implied. */
   _validateAccountMonitorProfiles(value, field) {
     if (!Array.isArray(value) || value.some((url) => typeof url !== "string" || !url.trim())) {
@@ -4379,7 +4403,9 @@ class ResponsesResource {
         this._validateFileReference(file.uri);
     }
     if (request.specializedAgent === "account_monitor") {
-      this._validateAccountMonitorParams(this._accountMonitorParams(request));
+      const monitorParams = this._accountMonitorParams(request);
+      this._validateAccountMonitorParams(monitorParams);
+      this._validateAccountMonitorCrmAccess(monitorParams, request);
       return this.http.post("/responses", request);
     }
     this._validateSalesNavigatorRequest(request);
@@ -4462,7 +4488,7 @@ class ResponsesResource {
    * @param options - Optional search parameters
    * @param options.limit - Maximum number of results (1-100, default: 20)
    * @param options.dataSources - Specific data sources to use: ["PDL", "CORESIGNAL", "CRUST_DATA"]
-   * @param options.excludeCrmContacts - Exclude people in the acting user's synced CRM ledger; @default true (via request `options`)
+   * @param options.excludeCrmContacts - Exclude people in the acting user's synced CRM ledger; @default false (via request `options`)
    * @param options.crmExclusionOwners - Granted owner ledgers to exclude against (user id or email)
    * @param options.crmNameCompanyMatch - Also exclude by exact name+company; @default true
    * @returns Response with structured_response containing:
@@ -4517,7 +4543,7 @@ class ResponsesResource {
    * @param options.excludeProfiles - LinkedIn URLs to exclude from results
    * @param options.excludePreviouslyContacted - Exclude previously contacted people
    * @param options.excludeNames - Names to exclude from results
-   * @param options.excludeCrmContacts - Exclude people in the acting user's synced CRM ledger; @default true
+   * @param options.excludeCrmContacts - Exclude people in the acting user's synced CRM ledger; @default false
    * @param options.crmExclusionOwners - Granted owner ledgers to exclude against (user id or email)
    * @param options.crmNameCompanyMatch - Also exclude by exact name+company; @default true
    * @param options.salesNavigatorUrl - Sales Navigator people-search or people-list URL to use as the only discovery source
@@ -5112,8 +5138,14 @@ class ResponsesResource {
    *   account, the period and `intentScoringInstructions` are what decide the
    *   report.
    * @param options - The account, its period, and the explicit scopes to track.
+   * @param options.crmUserId - CRM owner (UUID or email) whose connected CRM is
+   *   read for relationship context; requires `options.userId`, and another
+   *   member's CRM requires a CRM access grant. Omit for no CRM lookup.
+   * @param options.userId - The acting user, sent as the request's top-level
+   *   `userId`. Required with `crmUserId`.
    * @returns Response; poll with `get()`, read `outputText` for the report and
-   *   `structuredResponse` as {@link AccountMonitorOutput}.
+   *   `structuredResponse` as {@link AccountMonitorOutput}, whose `crmContext`
+   *   is present only when `crmUserId` was sent.
    *
    * @example
    * ```ts
@@ -5151,14 +5183,19 @@ class ResponsesResource {
       params.intentScoringInstructions = options.intentScoringInstructions;
     if (options.history !== void 0)
       params.history = options.history;
+    if (options.crmUserId !== void 0)
+      params.crmUserId = options.crmUserId;
     if (options.tier !== void 0)
       params.tier = options.tier;
     const prompt = query.trim() || `Account monitor report for ${options.account}`;
-    return this.create({
+    const request = {
       messages: [{ role: "user", content: prompt }],
       specializedAgent: "account_monitor",
       specializedAgentParams: params
-    });
+    };
+    if (options.userId !== void 0)
+      request.userId = options.userId;
+    return this.create(request);
   }
 }