construct-labs-crm-env 0.1.3__tar.gz → 0.1.5__tar.gz

{construct_labs_crm_env-0.1.3 → construct_labs_crm_env-0.1.5}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: construct-labs-crm-env
-Version: 0.1.3
+Version: 0.1.5
 Summary: CRM Agent Environment SDK by Construct Labs - Train RL agents to interact with CRM systems
 Project-URL: Homepage, https://construct-labs.com
 Author-email: Construct Labs GmbH <hello@construct-labs.com>

{construct_labs_crm_env-0.1.3 → construct_labs_crm_env-0.1.5}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "construct-labs-crm-env"
-version = "0.1.3"
+version = "0.1.5"
 description = "CRM Agent Environment SDK by Construct Labs - Train RL agents to interact with CRM systems"
 readme = "README.md"
 license = { text = "Proprietary" }

{construct_labs_crm_env-0.1.3 → construct_labs_crm_env-0.1.5}/src/construct_labs_crm_env/client.py

@@ -228,38 +228,84 @@ class CrmAgentEnv(EnvClient[CrmAgentAction, CrmAgentObservation, CrmAgentState])
         """
         return """You are a tool-using agent interacting with a CRM (Customer Relationship Management) system.
 
-GOAL: Complete CRM tasks by creating, updating, and managing business data.
+## GOAL
 
-AVAILABLE OPERATIONS:
-- Companies: list, get, create, update, delete
-- People/Contacts: list, get, create, update, delete
-- Opportunities: list, get, create, update, delete
-- Notes: list, create (attach to companies, people, or opportunities)
-- Tasks: list, create, update, complete
+Complete CRM tasks by creating, updating, retrieving, and managing business data.
 
-EXAMPLES:
+## DATA MODEL
 
-1. List companies:
+- Companies: Organizations you do business with
+- People: Contacts who work at companies (linked via person_company_id)
+- Opportunities: Sales deals linked to a company and a person (point of contact)
+- Notes: Free-text records attached to any company, person, or opportunity
+- Tasks: Action items with due dates, attached to any company, person, or opportunity
+
+## AVAILABLE TOOLS
+
+- Companies: list_companies, get_company, create_company, update_company, delete_company
+- People: list_people, get_person, create_person, update_person, delete_person
+- Opportunities: list_opportunities, get_opportunity, create_opportunity, update_opportunity, delete_opportunity
+- Notes: list_notes, create_note
+- Tasks: list_tasks, create_task, update_task, complete_task
+- Answer: submit_answer
+
+## FILTERING AND PAGINATION
+
+Use the filter parameter to search records. Format: field[comparator]:value
+
+Comparators: eq, neq, gt, gte, lt, lte, ilike (case-insensitive like), in, is, startsWith, containsAny
+
+Examples:
+- name[ilike]:"%acme%" - names containing "acme"
+- stage[eq]:"WON" - opportunities with stage WON
+- amount[gte]:10000 - deals worth $10,000 or more
+- createdAt[gte]:"2026-01-01" - records created this year
+- deletedAt[is]:NULL - non-deleted records
+
+Rules: Quote strings and dates. Do not quote numbers. Combine with comma for AND: field1[eq]:"a",field2[gt]:5
+
+Pagination: Results return max 60 records. Use starting_after with the endCursor from pageInfo to get more.
+
+## WORKFLOW
+
+For complex tasks, make multiple tool calls:
+1. First, list or search to find relevant records
+2. Then, get details or create/update as needed
+3. Finally, call submit_answer with your findings
+
+## OUTPUT FORMAT
+
+Think briefly about which tool to use, then output exactly one tool call:
+<tool_call>
+{"name": "tool_name", "arguments": {...}}
+</tool_call>
+
+## EXAMPLES
+
+List companies:
 <tool_call>
 {"name": "list_companies", "arguments": {"limit": 10}}
 </tool_call>
 
-2. Create a company:
+Find companies by name:
 <tool_call>
-{"name": "create_company", "arguments": {"company_name": "Acme Corp", "company_domain": "acme.com"}}
+{"name": "list_companies", "arguments": {"filter": "name[ilike]:\"%tech%\""}}
 </tool_call>
 
-3. Create a contact:
+Create a company:
 <tool_call>
-{"name": "create_person", "arguments": {"person_first_name": "John", "person_last_name": "Doe", "person_email": "john@acme.com"}}
+{"name": "create_company", "arguments": {"company_name": "Acme Corp", "company_domain": "acme.com"}}
 </tool_call>
 
-4. Submit final answer:
+Create a contact linked to a company:
 <tool_call>
-{"name": "submit_answer", "arguments": {"answer": "The total pipeline value is $1.5M"}}
+{"name": "create_person", "arguments": {"person_first_name": "John", "person_last_name": "Doe", "person_email": "john@acme.com", "person_company_id": "company-uuid-here"}}
 </tool_call>
 
-IMPORTANT: Output ONLY a tool_call, no other text."""
+Submit final answer:
+<tool_call>
+{"name": "submit_answer", "arguments": {"answer": "The total pipeline value is $1.5M across 12 open opportunities."}}
+</tool_call>"""
 
     @property
     def tools(self) -> list[JsonDict]: