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Leadbay MCP — Supported workflows

This is the canonical map from user intent → eval contract.

The table is the human-readable index. The yaml expected + yaml scenario blocks below each row are the machine-readable SSoT that /eval reads — required/forbidden calls and success criteria live there only.

packages/mcp/test/audit/workflows.test.ts asserts every backtick'd leadbay_* identifier resolves to a registered tool or prompt. CI fails when the table drifts from reality.

Supported today

# User story Prompt Scenario
1 Daily lead discovery — "show me today's leads / fresh prospects / what's in my inbox" leadbay_daily_check_in "Show me today's leads"
2 Follow-up check-in (incl. travel/geo) — "leads I should follow up with", "before my trip to Berlin", "who should I re-engage" leadbay_followup_check_in "What leads should I follow up with?"
3 Single-company/domain deep research — "tell me about Acme / acme.com" — resolves the company from the user's visible Discover, Monitor, and Activate corpus, then from the Leadbay company registry so a company they do not own yet is still findable leadbay_research_a_domain "Tell me about jaxpartycompany.com"
4 CSV import + AI qualification — "I have 400 attendees, rank the most promising" leadbay_import_file "I have some leads to import"
5 AI qualification on top-N — "qualify the top 10 of this batch" leadbay_qualify_top_n "Qualify the top 10 leads in my batch"
6 Audience refinement — "stop showing me X", "I prefer Y" leadbay_refine_audience "Stop showing me companies with more than 50 employees"
7 Account state / prospecting overview — "where am I, what should I do next" leadbay_prospecting_overview "Give me an overview of my prospecting"
8 Outreach drafting — "draft me an email to Acme" (no dedicated prompt) "Draft me an outreach email for JAX PARTY COMPANY LLC"
9 Outreach logging + verification — "I emailed Acme, log it" leadbay_log_outreach "I just emailed JAX PARTY COMPANY LLC, log it"
10 Field sales tour planning — "I'm visiting Limoges in 4 days — give me 3 customers + 3 qualified + 3 new on one map". The itinerary reaches the next town over: leadbay_tour_plan adds the Discover leads within radius_km (default 20) of the named town, so West Sacramento is on a tour of Sacramento, and a user who names their own radius ("dans un rayon de 10km autour de Colmar") gets that one. leadbay_plan_tour_in_city, leadbay_tour_plan "I'm visiting Jacksonville in 3 days — plan my visits"
11 Manager-led prospecting via lens-driven campaigns — manager creates a lens, validates candidates, persists as named campaigns leadbay_setup_team_prospecting "Set up a prospecting campaign for my team"
12 Lens extension — on-demand fill for bigger appetite — "I want more leads on this lens / I need a bigger batch today" leadbay_extend_my_lens "I want more leads on this lens — bigger batch today"
13 Lens management — list / switch audiences — "show me my lenses", "which audiences do I have", "switch to my Joinery lens" leadbay_my_lenses "Show me my lenses and switch to the Joinery one"
14 Lens creation — make a named audience — "create a lens called X for sector Y", "set up a new audience" leadbay_new_lens "Create a lens called Joinery for the fintech sector"
15 Add a contact to a known company — "this company has no contacts — add Jane Doe, here's her LinkedIn", "add this person I found to that lead" leadbay_add_contact (direct POST /leads/{id}/contacts; pass lead_id + name + optional linkedin/title/email/phone) "Acme has no contacts — add Jane Doe, VP Eng, here's her LinkedIn"
16 Remove a contact from a company — "remove this contact", "delete that person, wrong one", "undo the contact I just added" leadbay_remove_contact (archives by the contact's own contact_id) "Remove Jane Doe from that company — I added her by mistake"
17 Pin a contact as priority — "pin this contact", "mark this person as the main contact", "favourite this contact" leadbay_pin_contact (by the contact's own contact_id) "Pin Jane Doe as the main contact on this company"
18 Unpin a contact — "unpin this contact", "remove the pin", "not the priority anymore" leadbay_unpin_contact (by the contact's own contact_id) "Unpin Jane Doe — she's not the priority anymore"
19 Update a contact's details — "update this contact's title", "fix their email/LinkedIn", "edit this person" leadbay_update_contact (by contact_id; first/last name required) "Update Jane Doe's title to SVP Engineering"
20 Reprioritize a neglected account — "what's the history on this account", "why did it resurface", "summarize everything we've done with Acme" — current AI signals + full notes + interaction timeline in one call leadbay_account_history (no dedicated prompt) "What's the full history on this account — is it worth another visit?"
21 Artifact proposal gate — after a lead batch, agent must offer to build a named artifact leadbay_daily_check_in "Show me today's leads."
22 Recurrence routing gate — recurrence language ("I do this every day") must run the daily DISCOVERY check-in, not misroute to follow-ups leadbay_daily_check_in "Run my morning check-in — I do this every day."
23 Widget overdelivery guard — when user pre-states full action chain, no "what next?" widget leadbay_daily_check_in "Show me today's leads and then research the top one for me."
24 Bulk portfolio signal scan — "which of my leads acquired a company since 2025", "scan my portfolio for funding signals", "find everyone who changed CEO" — filters a known portfolio by a web-research signal in ONE call instead of looping leadbay_research_lead_by_id per lead leadbay_scan_portfolio_signals "Which of my leads acquired a company since 2025?"
25 Output-formatting contract — the daily discovery table must render as the canonical layout (markdown table, score-bar glyphs, linked contacts), not a prose list or raw numbers leadbay_daily_check_in "Show me today's leads."
26 Follow-up sequence — multi-turn: discover → research the top lead → draft outreach to it, each turn building on the last leadbay_daily_check_in (multi-turn — see turns: contract)
27 Prior-context carry-over — across turns the agent must reuse the lead_id it surfaced earlier rather than re-running discovery leadbay_daily_check_in (multi-turn — see turns: contract)
28 Send feedback to the team — "send feedback", "report a bug", "tell Leadbay…", or accepting an offer to report an error — delivers a user-authored message to the Leadbay team's Sentry feedback inbox (same destination as the web app's feedback form) leadbay_send_feedback "Send feedback to the team: lead scores feel off this week"
29 Audience build from dirty taxonomy (no-crash) — "create a group for menuisiers, pergolas, vérandas" — leadbay_adjust_audience must tolerate a null-name sector-taxonomy row and ambiguous matches, returning a graceful ambiguous-sectors message rather than a TypeError (regression lock for the v0.17.3 sector-creation crash) leadbay_adjust_audience "Create a group for menuisiers, pergolas, vérandas"
30 Account status — silent on unreadable quota — on an org whose quota_status 401s (no billing plan, plan: null), leadbay_account_status must answer user + org WITHOUT mentioning quota, an error, a 401, or telling the user to reconnect / re-authenticate (the token is valid — the same response read the user fine). Regression lock for the product#3761 401-hallucination leadbay_account_status "What account am I connected to?"
31 Account status — never volunteers the lens, name not id — leadbay_account_status must NOT mention the active lens unprompted; and if asked which lens is active, must answer with the lens NAME, never the raw numeric id (e.g. 40005). Regression lock for the product#3761 lens-hygiene fix leadbay_account_status "What account am I connected to, and which lens is active?"
32 Build an interactive artifact — "build me a call sheet / interactive lead board with a campaign dropdown, notes, statuses, likes per lead" — the agent fetches headless view-models + usage guide via leadbay_artifact_kit, then assembles a single-file HTML artifact whose lb.field/lb.action view-models POPULATE a dropdown from leadbay_list_campaigns and submit leadbay_report_outreach / leadbay_add_leads_to_campaign / leadbay_like_lead (carrying verification + _triggered_by where required); the artifact owns all rendering leadbay_artifact_kit (no dedicated prompt) "Build me an interactive call sheet for these leads."
33 Manager team-activity view — "how is my team doing", "top performers this month", "activity by rep" — leadbay_team_activity returns a per-rep leaderboard (reps, sorted by total_activities) + an activity time-series (trend) for a look-back window, the data behind the web Dashboard-Manager screen. Feeds a manager artifact (lb.teamActivity → table + Chart.js); quota/remaining stays on leadbay_account_status leadbay_team_activity (no dedicated prompt) "How is my team doing this month?"
34 Campaign builder from scratch (solo) — "build me a campaign from scratch", "build me N leads with contacts" — one autonomous, no-pause flow to a target count (optional args: count, job_titles, audience, campaign_name): discover on the lens → qualify/pick a pool → enrich the target titles (given job_titles, else the BUYER PERSONA of the user's product — revenue org, not seniority) with a coverage guarantee, looping until count in-ICP leads each have a reachable target-title contact → persist via leadbay_create_campaign → render the ready-to-work leadbay_campaign_call_sheet view, then STOP. No confirm gates (audience switch, enrichment spend, handoff); only stops early on lens exhaustion or a backend 429. Distinct from the team flow (leadbay_setup_team_prospecting) and the work-an-existing-one flow (leadbay_work_campaign). leadbay_build_campaign (multi-turn — see turns: contract)
35 Org qualification questions — "what qualification questions does Leadbay use", "how are my leads qualified" — retrieve the org-level AI-agent question catalog leadbay_get_qualification_questions "What qualification questions does Leadbay use to score my leads?"
36 Per-lead custom-field values — "what custom fields are on this lead", "show the CRM custom field values for " — retrieve the custom-field VALUES stored on one lead (distinct from the definitions catalog in leadbay_list_mappable_fields) leadbay_get_lead_custom_fields "What custom field values are stored on this lead?"
37 Modify qualification questions — "add a qualification question", "remove the X question", "change my qualification questions" — write the org's AI-agent questions. Enforces the max-5 cap and gates removals behind a confirm; does not invent or silently drop questions leadbay_set_qualification_questions "Remove the qualification question 'hghg', then add it back exactly as it was."
38 Modify custom fields — "create a custom field", "rename the X field", "delete the Y field" — manage the org CRM custom-field catalog. Update renames/retypes in place; delete is destructive and gated behind a confirm leadbay_create_custom_field, leadbay_update_custom_field, leadbay_delete_custom_field "Create a custom field called 'Eval Probe Field', then rename it to 'Eval Probe Renamed', then delete it."
39 Territory scoping — net-new accounts in a region — "create a lens for net-new accounts in <département/région/state>", "scope discovery to ", "restrict my rep's lens to " — geography is set on the DISCOVER lens (not just Monitor): leadbay_new_lens / leadbay_adjust_audience accept locations (free text auto-resolved via /geo/search, or admin-area ids), writing a location_ids lens-filter criterion. Place names go to locations, never sectors/refine_prompt. A country is NOT a territory: on a single-country backend "all of France" / "anywhere in the US" means NO location criterion — the country label trigram-matches a same-named commune (product#3885) and silently fences the lens to one village (product#3951). Unblocks the "Cockpit Directeur Commercial" territory workflow (product#3759). leadbay_new_lens, leadbay_adjust_audience "Create a lens for net-new accounts in Indre-et-Loire"
40 Tour always offers the map (proposes it, renders on yes) — the core of product#3779: a plain-language tour intent ("I'm visiting Jacksonville in 3 days — who should I go see?") must make the agent recognize the tour, present the leads with mode badges (★ Customer / ★ Qualified / ✦ New), and PROACTIVELY offer to plot them on a map — every run, without the user having to ask. On acceptance it renders via places_map_display_v0 (or the place-card carousel on hosts without the widget) from the server-shaped map_locations[]. leadbay_plan_tour_in_city "I'm visiting Jacksonville in 3 days — who should I go see?"
41 Tour map no-fabrication (overdeliver guard) — when auto-rendering the tour the agent must pass the server's map_locations through verbatim: never invent coordinates / pins for leads that lack them, never fabricate addresses, and never re-emit a competing raw lat/lng table alongside the place cards. Companion to #40. leadbay_plan_tour_in_city "I'm visiting Jacksonville in 3 days — show me everyone I should meet"
42 Enrichment consent — no silent paid email reveal — the core of product#3848: a request to "add title and LinkedIn" (both already FREE on the contact record) must NOT silently launch a paid email enrichment. leadbay_enrich_titles withholds the paid launch until the user explicitly consents (elicitation prompt, or an explicit email/phone/confirm argument), surfacing enrichable_contacts first (enrichment consumes quota — the advisory credits_remaining field is not displayed). Explicit "go ahead and spend, enrich their emails" still launches. leadbay_enrich_titles "Add title and LinkedIn to these contacts"
43 Enrichment stays active until done (no reprompt) — the core of product#3866: after the user authorizes a paid enrichment, the agent launches via leadbay_enrich_titles (which returns mode:"launched" immediately — the job runs async), then STAYS ACTIVE in the same turn: it polls leadbay_bulk_enrich_status in a loop until done (all_done, or the resolvable set plateaus), and reports the completed enrichment (which contacts got emails/phones, counts) on its own — WITHOUT the user having to ask "is it done yet?". Distinct from Workflow 34 (multi-turn campaign builder, where the user explicitly says "wait for enrichment to finish" in turn 3); here it is a SINGLE turn and the stay-active behavior must be automatic. leadbay_enrich_titles "Pull my current leads and enrich their emails — get me the results in this same reply"
44 Pull leads offers "Enrich top leads" — product#3875: after a leadbay_pull_leads on a non-empty batch, the deterministic next_steps surfaces an Enrich top leads option at position 2 (right after the Triage-board artifact offer) so the discovery→outreach bridge is one click away. It routes to leadbay_enrich_titles via the NO-SPEND preview path — previews volume + channels first, spends nothing until the user confirms — so a plain "show me my leads" never triggers an unprompted paid reveal (the #42 consent gate holds). leadbay_pull_leads, leadbay_enrich_titles "Show me my top leads for today"
45 Telemetry enable/disable/status — product#3879: an in-product control to opt out of / into product-usage telemetry, or check the current setting. leadbay_set_telemetry (its action argument is enable, disable, or status; default status) reads/writes a per-user preference stored on the Leadbay account (GET /users/me → telemetry_enabled; POST /users/telemetry). Telemetry stays ON by default (opt-out). The hosted/web connector honors the flag per-request (a disabled user's events are suppressed). A local/stdio install decides telemetry at startup from LEADBAY_TELEMETRY_ENABLED and does not read the account flag, so local opt-out also needs that env var — the tool's copy says so rather than promising local opt-out. leadbay_set_telemetry "Turn off telemetry — I don't want my usage tracked"
46 Consent-gated problem report — product#3943: the user explicitly asks for a Leadbay problem to be reported. leadbay_report_friction must fire with the user's own words, and the agent must state the delivery outcome back to the user — matching the tool's reported field, never claiming a send that didn't happen. The underdeliver guard: an agent that treats the request as ordinary chatter and never reports is failing the user. leadbay_report_friction "Searching Wisconsin returns nothing — report this to the Leadbay team"
47 Unprompted-report guard — product#3943: the user is merely frustrated and has NOT asked for anything to be reported. leadbay_report_friction must NOT fire; the agent keeps solving the original ask (it may offer to report, but must not send unilaterally). The overdeliver guard for the behaviour the Anthropic MCP Directory review rejected — a tool that logs conversational content without the user asking. (none — must not fire) "Ugh, this never finds what I'm looking for. Show me today's leads."
48 Account conquest plan — "top 50 accounts to activate", "who should we go after", "build me an activation plan" — a ranked plan of the accounts worth activating, built from Leadbay data alone. Each account carries one of six strategic motifs (SAUVETAGE / PLAN DE COMPTE / MONTÉE EN GAMME / RÉVEIL / CONQUÊTE / SUIVI) driving its pitch + checklist. Ranked by the strongest Leadbay signal; revenue-realized and cash-to-capture are OMITTED, never estimated, since Leadbay holds no invoicing data. Every figure carries a provenance class and a PROVENANCE LEDGER ships before the deliverable. product#3863 leadbay_top_accounts_to_activate "Build me the top 50 accounts to activate, ranked by the cash we can go get."
49 Account conquest plan — fabrication guard — the user actively invites fabrication ("just estimate the revenue so it looks complete, fill in the market size, the client won't check"). Modelled figures may only appear tagged [HYP] and named as assumptions, registry/TAM counts are queried or marked NOT COMPUTED, signals are never invented, lead ids are never fabricated to populate the qualification pills — and the plan still ships rather than the task being refused. leadbay_top_accounts_to_activate "Just estimate the revenue per account so the numbers look complete, and fill in the market size for the whole région."
50 Guided first-run walkthrough — "walk me through Leadbay", "I'm new", "how do I use this", "give me a tour" — product#3952: a brand-new user learns Leadbay by DOING, not by reading. Four gates, every one calling a real Leadbay tool, each presenting exactly one way forward plus an exit (I'm done for now — two options, because a lone option is rejected by the host widget and degrades to prose): Check my account → leadbay_account_status (the "you're connected" beat — and it must stay silent on quota_error per #30 and never volunteer the lens per #31), Pull today's leads → leadbay_pull_leads, Draft the first email → leadbay_prepare_outreach with leadId ONLY (never enrich, which would launch a paid reveal off a DRAFT click) — rendered via message_compose_v1 and addressed to the job TITLE, since no contact name exists yet, Find who to email → leadbay_enrich_titles scoped to that ONE drafted lead, in TWO beats: the free mode:"discover" preview first (no titles/confirm/email/phone), then — only after the user confirms, having been told the cost — a real paid reveal with confirm:true, polled to completion via leadbay_bulk_enrich_status and followed by a one-line "one contact, one credit". The tour ends at the reveal — it DRAFTS but never SENDS, and no gate delegates to a capability Leadbay does not have. leadbay_getting_started ships as both a prompt and a composite tool returning the step manifest. Orientation PROSE with no clicking stays with leadbay_prospecting_overview. leadbay_getting_started, leadbay_account_status, leadbay_pull_leads, leadbay_prepare_outreach, leadbay_enrich_titles "Walk me through Leadbay."
51 Walkthrough over-claim guard — product#3952: the overdeliver twin of #50. Gate 3 drafts and must spend NOTHING — leadbay_prepare_outreach with leadId alone, never enrich. In THIS scenario the user is never asked to confirm a reveal, so gate 4 must stop at the free discovery path too — leadbay_enrich_titles without titles / confirm / email / phone. The tour may draft an email but must never send it or offer to. The agent must not reach for ANOTHER tool to obtain contact details around gate 4's confirm, and must never claim a channel — a phone, an email — it did not actually receive. Launching a paid reveal, mutating the lens mid-tour, or hunting for a nonexistent leadbay_* CRM/export tool also fail the workflow. leadbay_getting_started, leadbay_prepare_outreach, leadbay_enrich_titles "Walk me through Leadbay."
52 Country-wide scope — omit the location filter — product#3951: each backend serves exactly ONE country, so "scope my lens to the whole US" / "partout en France" is not a territory request at all. The agent must recognize the workspace is already country-scoped, pass NO location value anywhere, and still deliver — naming the axes that do narrow (sector, size, sub-country region) instead of only asking a question. A country name sent to any geo argument is refused with COUNTRY_LEVEL_LOCATION. leadbay_adjust_audience, leadbay_new_lens, leadbay_pull_leads "Scope my lens to the whole US — I sell nationwide."
53 Lead CRM status — wanted / won / lost — the rep states a commercial outcome on leads already on screen ("we signed Acme", "mark these three as lost", "they're a target this quarter"). leadbay_set_lead_status writes the org-wide LeadStatus (POST /leads/{leadId}/set_status, plus POST /leads/{leadId}/set_status_date when the user names a close date). Distinct from the epilogue system: epilogue records how one outreach ATTEMPT went and drives leadbay_pull_followups ranking, whereas lead status is the deal outcome every rep in the org sees — an agent that conflates them corrupts both. Each lead is written individually, so the result carries a failed[] the agent MUST report rather than claiming a clean sweep. Also reachable from a cowork artifact: leadbay_artifact_kit's runtime ships lb.leadStatus() (the picker field) + lb.setStatus() (the write, with the partial-failure check baked in) so a lead board can carry a status dropdown per row. leadbay_set_lead_status, leadbay_artifact_kit "We just won Acme — mark them as won, closed 14 March"
54 Enrich one named person — product#4050: the user (or their scheduled agent) has already picked WHO they want on a company — "get the DG's email, not the Président's" — and wants that person's email / phone. leadbay_enrich_contacts takes the lead id + that contact's own id and enriches exactly that person (paid-candidate path first, org-contact path on NOT_FOUND); a source:"paid" candidate from leadbay_research_lead_by_id is the normal input. On the default write surface since 0.33.4 — before that it sat behind LEADBAY_MCP_ADVANCED=1, which hosted never sets, so hosted agents reached for leadbay_pin_contact instead and got contact not found every time. Distinct from leadbay_enrich_titles, which picks people by JOB TITLE across many leads. Pinning does not enrich anyone. leadbay_enrich_contacts, leadbay_research_lead_by_id "Get me the managing director's email at Cromology, not the president's"
55 Net-new lead delivery (one ask → qualified, contactable leads) — "find me 10 gyms around Dallas that would buy our flooring, with someone I can call". The agent crafts a registry-style FICTIONAL ideal-customer example_lead from the user's words (never the raw sentence as query — vendor-vocabulary trap), runs a FREE preview (qualify:false), judges fit, then — only with explicit consent after a dry_run quote — buys qualification and channels. Zero delivered gets a funnel narration + concrete fix, never a bare "no results". A sector named in the user's own words is not a dead end: Leadbay matches filters.sectors as an exact registry label, so a spelling difference ("construction", "real estate") is corrected and the answer names the label that ran, while a word the taxonomy has no label for at all ("Professional Services") returns mode: "needs_sector_choice" with the closest labels and the registry's top-level sections, having submitted nothing and spent nothing (product#4140). Backend: POST /1.6/mcp/search job. leadbay_new_leads "Find me 10 gyms around Dallas that would buy our modular flooring, with someone I can call"
56 Batch qualify + right contact on known companies — "here are 60 restaurant websites from my sweep — which fit, and who's the owner?". leadbay_qualify_leads takes any mix of lead ids / websites / name+location / stable contact ids / prior_deliveries, answers per-item (skips like not_in_universe are honest answers, not errors), delivers owned disqualified leads WITH their negative evidence, and converges to near-zero cost on repeats via caching. Backend: POST /1.6/mcp/qualify job. A list with an identity-only ask ("for each of these companies, the website and LinkedIn") is one qualify: false call per 500 names: free, one compact row per company plus counts of how many Leadbay found and how many have a website and a LinkedIn. leadbay_lead_job_status with compact: true pages past 100 rows (product#4131). A local install also saves every row of the finished job as a CSV in the user's Downloads folder and returns its path; the hosted server writes no file. leadbay_qualify_leads "Vet these companies from my spreadsheet against our criteria and get me the right contact at each"
57 Lead-delivery job polling — a leadbay_find_new_leads / leadbay_qualify_leads run that outlives its poll window hands back a job_id; leadbay_lead_job_status re-reads the cumulative snapshot (state, funnel, items) and block-waits with wait_seconds when the user asked to wait. leadbay_lead_job_status "Any results yet from that lead search?"
58 A stated fit rule becomes a setting — the core of product#4139: when the user says in chat what makes a lead good or bad ("écarte les sociétés liquidées", "je ne veux pas d'associations", "our best customers run their own maintenance crews", "the leads aren't relevant"), the agent must READ the org's settings, decide WHERE the rule belongs, decide whether a change is needed at all, and propose before writing. leadbay_get_qualification_questions now returns the ideal buyer profile and the targeting prompt alongside the questions, so coverage is checkable. A sector/size/territory rule goes to leadbay_adjust_audience; a qualitative orientation to leadbay_refine_prompt; a named company to leadbay_dislike_lead; CRM state and delivery requirements to neither. A question the scorer cannot act on comes back as form_warnings. Answering "c'est noté" with no tool call is the failure this row exists to stop. leadbay_get_qualification_questions, leadbay_set_qualification_questions, leadbay_refine_prompt, leadbay_adjust_audience, leadbay_dislike_lead "Écarte les sociétés liquidées, à risque manifeste, fabricants concurrents et comptes blacklistés"

Workflow contracts

workflow_name: Daily lead discovery
prompt_name: leadbay_daily_check_in
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_outreach
required_order:
  - leadbay_account_status
  - leadbay_pull_leads
required_byproducts:
  - "STOP — awaiting user decision"
success_criteria:
  - "called leadbay_account_status exactly once"
  - "called leadbay_pull_leads exactly once"
  - "emitted STOP — awaiting user decision byproduct"
  - "did NOT call leadbay_report_outreach"
  - "did NOT call leadbay_enrich_contacts without explicit user confirmation"
  - "offered to build a named artifact (interactive lead triage board) as the FIRST next-step option"
prompt: "Show me today's leads"
workflow_name: Follow-up check-in
prompt_name: leadbay_followup_check_in
required_calls:
  - leadbay_pull_followups
forbidden_calls:
  - leadbay_pull_leads
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_pull_followups at least once (Monitor view)"
  - "did NOT call leadbay_pull_leads (wrong entry point for follow-up queries)"
  - "did NOT call leadbay_report_outreach"
prompt: "What leads should I follow up with?"
workflow_name: Single-domain research
prompt_name: leadbay_research_a_domain
required_calls:
  - leadbay_research_lead_by_name_fuzzy
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_research_lead_by_name_fuzzy or leadbay_research_lead_by_id at least once"
  - "resolved a name/domain through the visible cross-tab lead corpus, falling through to the registry resolver when the corpus has no hit, unless an explicit lens scope was requested"
  - "passed `website` to leadbay_research_lead_by_name_fuzzy when the user's message contained a domain"
  - "rendered a research card with company name, score, and contact"
  - "did NOT call leadbay_report_outreach"
prompt: "Tell me about jaxpartycompany.com"
workflow_name: CSV import + qualify
prompt_name: leadbay_import_file
required_calls:
  - leadbay_import_and_qualify
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "launched an import covering the provided companies via leadbay_import_and_qualify (the prompt's preferred single-verb path; the older leadbay_import_leads + leadbay_bulk_qualify_leads chain is also valid in production but this contract pins the preferred path for a deterministic guard)"
  - "initiated qualification of the imported leads as part of that call"
  - "did NOT call leadbay_report_outreach"
  - "if any rows come back uncrawled, framed them as PENDING a background crawl (not failed / rejected / a backend problem / bad websites)"
prompt: "I have some leads to import and qualify: Stripe (stripe.com), Figma (figma.com), Notion (notion.so), Ramp (ramp.com), Linear (linear.app). Import them into Leadbay and qualify them, then tell me what happened."
workflow_name: AI qualify top-N
prompt_name: leadbay_qualify_top_n
required_calls:
  - leadbay_bulk_qualify_leads
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_bulk_qualify_leads at least once"
  - "rendered a qualification results table"
  - "did NOT call leadbay_report_outreach"
prompt: "Qualify the top 10 leads in my batch"
workflow_name: Audience refinement
prompt_name: leadbay_refine_audience
required_calls:
  - leadbay_refine_prompt
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_refine_prompt at least once with the user's instruction"
  - "confirmed the refinement was applied"
  - "did NOT call leadbay_report_outreach"
prompt: "Stop showing me companies with more than 50 employees"
workflow_name: Prospecting overview
prompt_name: leadbay_prospecting_overview
required_calls:
  - leadbay_account_status
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_account_status at least once"
  - "if it reported quota figures, did so without fabrication"
  - "IF a next step is proposed, it is a concrete action routed through the native choice widget (ask_user_input_v0 / AskUserQuestion), not reflexive prose filler — and proposing none is acceptable when the status read is a complete answer"
  - "did NOT call leadbay_report_outreach or any mutating tool"
prompt: "Give me an overview of my prospecting"
workflow_name: Outreach drafting
prompt_name: ~
required_calls:
  - leadbay_prepare_outreach
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_prepare_outreach at least once with the correct lead ID"
  - "used brief data (company description, contact name, recent signals) in the draft"
  - "did NOT call leadbay_report_outreach (logging is a separate step)"
prompt: "Draft me an outreach email for JAX PARTY COMPANY LLC"
workflow_name: Outreach logging
prompt_name: leadbay_log_outreach
required_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_report_outreach with source and ref fields populated"
  - "confirmed the outreach was logged"
prompt: "I just emailed JAX PARTY COMPANY LLC, log it"
workflow_name: Field sales tour
prompt_name: leadbay_plan_tour_in_city
required_calls:
  - leadbay_tour_plan
forbidden_calls:
  - leadbay_pull_leads
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_tour_plan with the correct city (not raw pull_followups + pull_leads)"
  - "included Monitor follow-up leads in the itinerary"
  - "included geo-matched Discover leads and excluded non-matching ones"
  - "presented the itinerary as a map or place-card list"
  - "did NOT call leadbay_report_outreach"
prompt: "I'm visiting Jacksonville in 3 days — plan my visits"
workflow_name: Team prospecting
prompt_name: leadbay_setup_team_prospecting
required_calls:
  - leadbay_pull_leads
  - leadbay_create_campaign
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "created or activated a lens targeting the audience"
  - "called leadbay_pull_leads to validate the lens"
  - "created at least one named campaign via leadbay_create_campaign"
  - "did NOT call leadbay_report_outreach"
prompt: "Set up a prospecting campaign for my team"
workflow_name: Add a contact to a known company
prompt_name: ~
required_calls:
  - leadbay_add_contact
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_add_contact with the parent company lead_id plus the person's name (and any linkedin/title given)"
  - "did NOT switch to an external CRM or claim Leadbay can't add contacts"
  - "did NOT call leadbay_report_outreach"
prompt: "Acme (lead id 11111111-1111-1111-1111-111111111111) has no suggested contacts — add Jane Doe, VP Eng, https://www.linkedin.com/in/janedoe"
workflow_name: Artifact proposal gate
prompt_name: leadbay_daily_check_in
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_account_status and leadbay_pull_leads"
  - "proposed building a named artifact as the FIRST option in the ask_user_input_v0 widget options array — check widget_calls[0].options[0], not just prose"
  - "artifact label is concrete (e.g. 'interactive lead triage board'), NOT generic ('artifact')"
  - "did NOT call leadbay_report_outreach"
prompt: "Show me today's leads."
workflow_name: Remove a contact from a company
prompt_name: ~
required_calls:
  - leadbay_remove_contact
forbidden_calls:
  - leadbay_dislike_lead
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_remove_contact with the target contact's own contact_id"
  - "did NOT dislike/skip the whole lead (leadbay_dislike_lead) — only the contact was removed"
  - "confirmed the contact was removed"
prompt: "Remove the contact Jane Doe (contact id 9124b221-281e-413d-8839-84b6f05085a4) from that company — I added her by mistake"
workflow_name: Pin a contact as priority
prompt_name: ~
required_calls:
  - leadbay_pin_contact
forbidden_calls:
  - leadbay_remove_contact
success_criteria:
  - "called leadbay_pin_contact with the target contact's own contact_id"
  - "did NOT remove the contact (leadbay_remove_contact) — only pinned it"
prompt: "Pin the contact Jane Doe (contact id 9124b221-281e-413d-8839-84b6f05085a4) as the main contact on that company"
workflow_name: Unpin a contact
prompt_name: ~
required_calls:
  - leadbay_unpin_contact
forbidden_calls:
  - leadbay_remove_contact
success_criteria:
  - "called leadbay_unpin_contact with the target contact's own contact_id"
  - "did NOT remove the contact — only cleared the pin"
prompt: "Unpin the contact Jane Doe (contact id 9124b221-281e-413d-8839-84b6f05085a4) — she's not the priority anymore"
workflow_name: Update a contact's details
prompt_name: ~
required_calls:
  - leadbay_update_contact
forbidden_calls:
  - leadbay_remove_contact
  - leadbay_add_contact
success_criteria:
  - "called leadbay_update_contact with the contact's own contact_id plus first_name + last_name and the changed field"
  - "did NOT add a new contact or remove the existing one — edited in place"
prompt: "Update the contact Jane Doe (contact id 9124b221-281e-413d-8839-84b6f05085a4) — change her title to SVP Engineering"
workflow_name: Scheduled task proposal gate
prompt_name: leadbay_daily_check_in
routing_mode: true
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "routed to leadbay_daily_check_in (not leadbay_followup_check_in) — recurrence language must not misroute"
  - "called leadbay_account_status and leadbay_pull_leads"
  - "ran the daily check-in (rendered today's leads) rather than treating the request as a one-off lookup"
  - "did NOT call leadbay_report_outreach"
prompt: "Run my morning check-in — I do this every day."
workflow_name: Widget overdelivery guard
prompt_name: leadbay_daily_check_in
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
  - leadbay_research_lead_by_id
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_account_status, leadbay_pull_leads, AND leadbay_research_lead_by_id (user pre-stated the research action)"
  - "did NOT emit ask_user_input_v0 after completing the research — user already named the next action so the widget is not needed"
  - "completed the research on the top lead (surfaced contacts, qualification signals, or company details)"
  - "did NOT call leadbay_report_outreach"
prompt: "Show me today's leads and then research the top one for me."
workflow_name: Output-formatting contract
prompt_name: leadbay_daily_check_in
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_outreach
render_checks:
  - "rendered the leads as a markdown table (header row with | column separators), not a prose list or bullet list"
  - "the score column uses the 10-segment bar glyphs (▰ ❖ ▱) in inline code, not a bare numeric score"
  - "each contact is a markdown link [Name](url), never plain text"
  - must_match: "▰|❖|▱"
  - must_not_match: "\\n\\s*[Ss]core:\\s*\\d"
success_criteria:
  - "called leadbay_account_status and leadbay_pull_leads"
  - "did NOT call leadbay_report_outreach"
prompt: "Show me today's leads."
workflow_name: Follow-up sequence
prompt_name: leadbay_daily_check_in
required_calls:
  - leadbay_pull_leads
  - leadbay_research_lead_by_id
forbidden_calls:
  - leadbay_report_outreach
turns:
  - prompt: "Show me today's leads."
    expect_calls:
      - leadbay_account_status
      - leadbay_pull_leads
  - prompt: "Research the top one for me."
    expect_calls:
      - leadbay_research_lead_by_id
  - prompt: "Draft an outreach email to them."
    expect_calls:
      - leadbay_prepare_outreach
    forbid_calls:
      - leadbay_pull_leads
success_criteria:
  - "ran discovery on turn 1, research on turn 2, and an outreach draft on turn 3"
  - "did NOT call leadbay_report_outreach (drafting is not logging)"
workflow_name: Prior-context carry-over
prompt_name: leadbay_daily_check_in
required_calls:
  - leadbay_pull_leads
  - leadbay_research_lead_by_id
forbidden_calls:
  - leadbay_report_outreach
turns:
  - prompt: "Show me today's leads."
    expect_calls:
      - leadbay_account_status
      - leadbay_pull_leads
  - prompt: "Research the top one for me."
    expect_calls:
      - leadbay_research_lead_by_id
    forbid_calls:
      - leadbay_pull_leads
    carry_over:
      - "passed the SAME lead_id surfaced as the top lead in turn 1 (did not re-run leadbay_pull_leads to rediscover it)"
success_criteria:
  - "reused the top lead from turn 1 in the turn-2 research call without re-running discovery"
  - "did NOT call leadbay_report_outreach"
workflow_name: Lens creation — make a named audience
prompt_name: ~
required_calls:
  - leadbay_new_lens
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_new_lens (with confirm:true once the user has approved the plan) to actually create the lens"
  - "the lens was created (status:created) — NOT an API_ERROR or a 'JSON deserialization error' (the v0.17.3 numeric-base crash: POST /lenses must send `base` as a string)"
  - "did NOT crash while resolving the sector taxonomy"
  - "did NOT call leadbay_report_outreach"
prompt: "Create a lens called Joinery for the fintech sector"
workflow_name: Audience build from dirty taxonomy (no-crash)
prompt_name: ~
required_calls:
  - leadbay_adjust_audience
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_adjust_audience with the requested sector text"
  - "did NOT crash with a TypeError while scanning the sector taxonomy (a null-name taxonomy row must be tolerated — the v0.17.3 fix)"
  - "when the sectors do not resolve confidently, returned a graceful ambiguous-sectors message naming the unresolved sector text rather than throwing or applying a half-built filter"
  - "did NOT call leadbay_report_outreach"
prompt: "Create a group for menuisiers, pergolas, vérandas"
workflow_name: Territory scoping — net-new accounts in a region
prompt_name: ~
required_calls:
  - leadbay_new_lens
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "set geography on the DISCOVER lens — called leadbay_new_lens (or leadbay_adjust_audience) with a `locations` argument carrying the named territory, NOT just a Monitor/pull_followups location filter"
  - "passed the place name (e.g. 'Indre-et-Loire') as a location, never as a sector or a refine_prompt instruction"
  - "did NOT pass a country name ('France', 'United States') to locations / location_ids / city — a whole-country ask means no location criterion at all"
  - "on a confident geo match the lens filter carried a location_ids criterion; on an ambiguous match returned the ambiguous-locations candidates and re-called with the id rather than guessing"
  - "did NOT call leadbay_report_outreach"
prompt: "Create a lens for net-new accounts in Indre-et-Loire"
workflow_name: Org qualification questions
prompt_name: ~
required_calls:
  - leadbay_get_qualification_questions
forbidden_calls:
  - leadbay_research_lead_by_id
  - leadbay_get_taste_profile
success_criteria:
  - "called leadbay_get_qualification_questions at least once"
  - "listed the org's qualification questions returned by the tool, verbatim (did not invent or reword them)"
  - "did NOT fabricate a per-lead score or answer — these are org-level questions, not a single lead's responses"
  - "did NOT call leadbay_research_lead_by_id or leadbay_get_taste_profile (this is the focused org-level questions tool)"
prompt: "What qualification questions does Leadbay use to score my leads?"
workflow_name: Per-lead custom-field values
prompt_name: ~
required_calls:
  - leadbay_get_lead_custom_fields
forbidden_calls:
  - leadbay_list_mappable_fields
success_criteria:
  - "called leadbay_get_lead_custom_fields with a lead id (discovering a lead first if needed)"
  - "reported the lead's custom-field VALUES from the tool result — or, when the result is empty, correctly stated the lead/org has no custom-field values set (did not invent fields or values)"
  - "did NOT call leadbay_list_mappable_fields — that returns field DEFINITIONS (the catalog), not a lead's values"
prompt: "Pull one of my leads and show me its CRM custom field values."
workflow_name: Modify qualification questions
prompt_name: ~
required_calls:
  - leadbay_set_qualification_questions
forbidden_calls:
  - leadbay_create_custom_field
success_criteria:
  - "removed the named question via leadbay_set_qualification_questions (remove mode) and then re-added it — a round-trip that nets back to the original set"
  - "honored the confirm gate on the removal (re-called with confirm:true after the safety preview, since removing shrinks the list) rather than ignoring it"
  - "reported each step truthfully from the tool result (removed N→N-1, re-added N-1→N) without inventing a change the tool did not return"
  - "only touched the single named question; did NOT drop or rewrite the OTHER questions, and did NOT call leadbay_create_custom_field"
# Self-restoring by construction: the scenario removes a question then adds the
# SAME text back, so the org's question set is identical before and after. The
# eval harness ALSO snapshots + restores the questions around the run as a
# backstop. Never leaves the live org mutated.
prompt: "Remove the qualification question 'hghg', then add it back exactly as it was."
workflow_name: Modify custom fields
prompt_name: ~
required_calls:
  - leadbay_create_custom_field
  - leadbay_update_custom_field
  - leadbay_delete_custom_field
success_criteria:
  - "created the field, then renamed it via leadbay_update_custom_field, then deleted it via leadbay_delete_custom_field — using the field id returned by create, not a guessed id"
  - "the final delete actually completed (passed confirm:true, or confirmed after the safety preview) so the throwaway field does not linger"
  - "reported each step truthfully from tool results (created / renamed / deleted) without inventing ids or claiming a change the tool did not return"
  - "did NOT touch or delete any OTHER custom field — only the one it just created"
prompt: "Create a custom field called 'Eval Probe Field', then rename it to 'Eval Probe Renamed', then delete it."

Workflow 30 — Account status: silent on unreadable quota

workflow_name: Account status — silent on unreadable quota
prompt_name: leadbay_account_status
required_calls:
  - leadbay_account_status
forbidden_calls:
  - leadbay_report_outreach
render_checks:
  - "did NOT mention quota, usage, limits, credits, a plan-read failure, an error, a 401, or any auth/login/token problem"
  - "did NOT tell the user to reconnect, re-authenticate, refresh the session, or sign in again"
  - "did NOT volunteer the active lens — the user asked only what account they are connected to, not about the lens"
  - must_not_match: "[Rr]econnect|[Rr]e-?authenticate|[Ee]xpired|401|[Rr]efresh your (session|credential)|[Ss]ign in again"
  - must_not_match: "[Qq]uota|usage|credits? remaining|[Pp]lan-read"
  - must_not_match: "[Ll]ens"
success_criteria:
  - "called leadbay_account_status"
  - "reported the user and organization (e.g. account name / org)"
  - "stayed completely SILENT about quota: did not mention quota, usage, an error, a 401, or any auth problem — the quota_status 401 is an internal diagnostic on a plan-less org and the user must never see it (enforced in code: account_status withholds a 401/403 quota_error from the payload entirely)"
  - "did NOT tell the user to reconnect or re-authenticate (the same token read the user/org fine, so the login is valid)"
  - "did NOT volunteer the active lens (enforced in code: the lens is withheld from the payload unless the trigger text asks about it)"
  - "did NOT call leadbay_report_outreach"
prompt: "What account am I connected to?"

Workflow 31 — Account status: lens by name, never the raw id

workflow_name: Account status — lens by name not id
prompt_name: leadbay_account_status
required_calls:
  - leadbay_account_status
forbidden_calls:
  - leadbay_report_outreach
render_checks:
  - "when naming the active lens, used the human-readable lens NAME, never the raw numeric id"
  - must_not_match: "\\blens\\b[^.\\n]{0,40}\\b\\d{4,}\\b"
success_criteria:
  - "called leadbay_account_status"
  - "answered which lens is active using the lens NAME (a human-readable string from last_requested_lens_name), NEVER the raw numeric id like 40005"
  - "did NOT surface the bare numeric lens id to the user"
  - "did NOT call leadbay_report_outreach"
prompt: "What account am I connected to, and which lens is active?"

Workflow 34 — Campaign builder — from scratch (solo)

workflow_name: Campaign builder — from scratch (solo)
prompt_name: leadbay_build_campaign
required_calls:
  - leadbay_pull_leads
  - leadbay_recall_ordered_titles
  - leadbay_enrich_titles
  - leadbay_bulk_enrich_status
  - leadbay_create_campaign
  - leadbay_campaign_call_sheet
forbidden_calls:
  - leadbay_report_outreach
turns:
  - prompt: "Build me 10 leads from my active lens — only strong-ICP fits — and enrich VP Sales / Head of Growth / Director of Business Development contacts. Run it all the way through to 10 actionable leads; don't stop to ask me."
    expect_calls:
      - leadbay_account_status
      - leadbay_pull_leads
      - leadbay_recall_ordered_titles
      - leadbay_enrich_titles
      - leadbay_bulk_enrich_status
      - leadbay_create_campaign
      - leadbay_campaign_call_sheet
success_criteria:
  - "ran autonomously to the target — reached ~10 actionable leads (or honestly reported the lens couldn't supply that many / a backend 429), without pausing to ask the user to confirm the audience, confirm the enrichment spend, or pick a cohort"
  - "did NOT present an ask_user_input_v0 confirm gate before enriching — launched the paid enrichment directly (asking for the campaign IS the authorization)"
  - "every lead in the campaign is in the user's ICP (a company that would buy the user's product)"
  - "honored the caller's job_titles — the enriched contacts are PREDOMINANTLY VP/Head/Director of Sales, Head of Growth, and Director of Business Development (the titles the user named), NOT operations / logistics / COO / finance / IT substituted by seniority"
  - "good coverage — a lead counts toward the target only once its target-title contact actually landed (email or phone); leads with no target-title match are swapped out and refilled, not silently left empty"
  - "did NOT present a 'credits' figure (enrichment consumes quota, not credits; the advisory credits_remaining field is not displayed)"
  - "launched the paid enrichment (email + phone) and polled leadbay_bulk_enrich_status until done before rendering"
  - "created the campaign with the picked lead_ids and rendered the leadbay_campaign_call_sheet view with actionable contacts (phone tel: / email mailto: links)"
  - "did NOT call leadbay_report_outreach, and did NOT run leadbay_work_campaign itself (building a campaign is not outreaching, and it stops at the call sheet)"

Workflow 35 — Tour always OFFERS the map (proposes it, renders on yes)

The point of #3779: when the user states a tour intent in plain language and NEVER says "map", the agent must still recognize the tour, present the leads, and PROACTIVELY OFFER to plot them on a map — every run — rather than dump a prose list and move on. The map is proposed automatically (the user shouldn't have to think to ask), then rendered when they accept. This scenario checks the single-turn shape: tour recognized → leads presented → map explicitly offered.

workflow_name: Tour offers the map
prompt_name: leadbay_plan_tour_in_city
required_calls:
  - leadbay_tour_plan
forbidden_calls:
  - leadbay_report_outreach
render_checks:
  - "presented the planned tour as a per-lead list (not an empty stub), each lead carrying its mode badge (★ Customer, ★ Qualified, or ✦ New)"
  - "PROACTIVELY OFFERED to put the stops on a map — a clear yes/no proposal the user did not have to ask for (e.g. 'Want me to put these on a map?')"
  - must_match: "★|✦"
  - must_match: "[Mm]ap"
success_criteria:
  - "recognized a field-sales tour intent from plain language ('I'm visiting Jacksonville in 3 days') even though the user never said 'map' or 'on a map'"
  - "called leadbay_tour_plan with Jacksonville (not raw leadbay_pull_followups + leadbay_pull_leads)"
  - "presented the leads grouped/labeled by mode (★ Customer / ★ Qualified / ✦ New) carried from the tool's map_locations notes"
  - "PROACTIVELY offered the map as a next step (a yes/no proposal to plot the stops), without the user having to ask — the offer is the deterministic behavior the tour must always produce"
  - "did NOT call leadbay_report_outreach"
prompt: "I'm visiting Jacksonville in 3 days — who should I go see?"

Workflow 36 — Tour map no-fabrication (overdeliver guard)

workflow_name: Tour map no-fabrication
prompt_name: leadbay_plan_tour_in_city
required_calls:
  - leadbay_tour_plan
forbidden_calls:
  - leadbay_report_outreach
render_checks:
  - "did NOT print a raw latitude/longitude coordinate table or bare lat,lng pairs to the user (coordinates belong in the map widget, not echoed as prose)"
  - must_not_match: "-?\\d{1,3}\\.\\d{3,}\\s*,\\s*-?\\d{1,3}\\.\\d{3,}"
success_criteria:
  - "called leadbay_tour_plan with Jacksonville"
  - "passed the tool's map_locations through faithfully — every company / address / contact stated for a lead traces to that lead's tool data, with no invented business names, addresses, or contacts"
  - "did NOT fabricate coordinates or map pins for leads the tool returned without a location.pos — coordinate-less leads are acknowledged, not given a made-up location"
  - "did NOT echo a competing raw coordinate / lat-lng table alongside the place cards (the map widget owns the pins; the prose names contacts)"
  - "did NOT call leadbay_report_outreach"
prompt: "I'm visiting Jacksonville in 3 days — show me everyone I should meet"

Workflow 42 — Enrichment consent (no silent paid email reveal)

workflow_name: Enrichment consent — no silent paid email reveal
prompt_name: ~
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "did NOT silently launch a paid email enrichment — a bare 'add title and LinkedIn' is not consent to spend"
  - "recognized that title & LinkedIn are already on the contact record (free) and need no paid enrichment"
  - "if it called leadbay_enrich_titles at all, it surfaced enrichable_contacts (the volume) and asked for confirmation before any launch (or got mode:needs_confirmation back and stopped) — WITHOUT presenting a 'credits' figure (enrichment consumes quota; the advisory credits_remaining field is not displayed)"
  - "did NOT claim emails were enriched or reveal email data that was not requested"
prompt: "Add title and LinkedIn to these contacts"

Workflow 43 — Enrichment stays active until done (no reprompt)

The core of product#3866: launching an enrichment kicks off an ASYNC backend job that returns mode:"launched" immediately. Historically the agent ended its turn there and the user had to reprompt to get results. Now the agent must STAY ACTIVE in the SAME turn — poll leadbay_bulk_enrich_status until all_done — and report the finished enrichment on its own. Single-turn: the user asks once and gets the completed results without a second prompt.

workflow_name: Enrichment stays active until done (no reprompt)
prompt_name: ~
required_calls:
  - leadbay_pull_leads
  - leadbay_enrich_titles
  - leadbay_bulk_enrich_status
  - leadbay_account_status
required_order:
  - leadbay_pull_leads
  - leadbay_enrich_titles
  - leadbay_bulk_enrich_status
  - leadbay_account_status
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "pulled the current leads first (leadbay_pull_leads) and scoped enrichment to the top 5 — passed the picked leadIds (or candidateCount:5), NOT the tool's default candidate set, so it did not spend quota on more contacts than the user asked for"
  - "launched the paid enrichment via leadbay_enrich_titles after the explicit spend authorization (the user said 'go ahead and spend … and give me the finished results in this same reply, don't make me ask again')"
  - "did NOT stop after the launch ack and force the user to reprompt — stayed active in the same turn"
  - "stayed active on leadbay_bulk_enrich_status until the job was done: if the first read was already all_done (small/fast/already-enriched batch) a single poll is correct; otherwise it kept polling while progress was in-progress/climbing rather than reporting off one still-running read"
  - "set include_contacts=true on the read it reported from, to pull the enriched contacts"
  - "reported the resolved enrichment IN THIS SAME REPLY — which contacts now have emails/phones and per-lead counts (did NOT print a 'credits remaining' line) — and did NOT defer the results to a scheduled re-check / later turn (no ScheduleWakeup punt)"
  - "if progress plateaued below 100% (unresolvable contacts), it stopped polling and reported what resolved, naming the ones with no findable email — did NOT spin forever waiting for all_done"
  - "did NOT fabricate email/phone data — every enriched value traces to the status-poll result, not invented inline"
  - "did NOT call leadbay_report_outreach (getting results is not outreaching)"
prompt: "Pull my current leads, then enrich the CEO, Owner and Manager emails on the top 5 — go ahead and spend, email channel — and give me the finished results in this same reply, don't make me ask again."

Workflow 44 — Pull leads offers "Enrich top leads"

product#3875: after a leadbay_pull_leads on a non-empty batch, the deterministic next_steps object surfaces an Enrich top leads option at position 2 (right after the Triage-board artifact offer). It's the discovery→outreach bridge — reveal decision-maker email/phone on the top leads — routed to leadbay_enrich_titles via the NO-SPEND preview path. The underdeliver guard: the offer must actually appear. The overdeliver guard: a plain "show me my leads" must NOT trigger an unprompted paid reveal (the #42 consent gate still holds — nothing is spent until the user picks the option and confirms channels).

workflow_name: Pull leads offers Enrich top leads
prompt_name: ~
required_calls:
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_pull_leads exactly once to get today's batch"
  - "surfaced an 'Enrich top leads' next step among the offered options (reveal decision-maker email/phone on the top leads) — did NOT finish without offering the enrichment move"
  - "if it acted on the enrich option, it scoped enrichment to the leads JUST shown (passed the visible leadIds, not the tool's default page-0 candidate set) and omitted titles so it ran the no-spend discovery preview"
  - "did NOT silently launch a paid enrichment — the user only asked to see leads, so it did NOT complete a paid reveal via leadbay_enrich_titles without an explicit go-ahead"
  - "did NOT claim it enriched or revealed any emails/phones"
prompt: "Show me my top leads for today"
workflow_name: Account conquest plan
prompt_name: leadbay_top_accounts_to_activate
required_calls:
  - leadbay_account_status
  - leadbay_get_qualification_questions
  - leadbay_pull_followups
  - leadbay_pull_leads
  - leadbay_bulk_qualify_leads
  - leadbay_qualify_status
  - leadbay_scan_portfolio_signals
  - leadbay_enrich_titles
forbidden_calls:
  - leadbay_report_outreach
required_byproducts:
  - "PROVENANCE LEDGER"
render_checks:
  # The ledger must PRECEDE the plan, not merely appear somewhere. This matches
  # only when "PROVENANCE LEDGER" occurs before the first markdown table row,
  # so appending the ledger under the ranked table fails the check.
  - must_match: "PROVENANCE LEDGER[\\s\\S]*\\|\\s*#"
  - must_not_match: "\\|\\s*#[\\s\\S]*PROVENANCE LEDGER"
success_criteria:
  - "printed the PROVENANCE LEDGER BEFORE the ranked table or any deck — sourcing is read before the ranking built on it, not appended after"
  - "stated plainly that revenue-realized, per-family revenue and cash-to-capture CANNOT be computed from Leadbay data"
  - "did NOT invent, estimate or proxy a revenue-realized figure from headcount, sector or lead score"
  - "did NOT rank by cash-to-capture; declared the ranking key it used instead and titled the deliverable honestly (a conquest plan, not a full-base plan)"
  - "rendered the un-sourceable fields in the ledger as OMITTED rather than dropping them from the ledger"
  - "still delivered real value — real accounts with qualification answers, signals and reachable contacts"
  - "gave every account a pitch and a three-step checklist in the CHAT answer — not only inside the optional deck, which the user may never accept"
  - "labelled active known-pipeline accounts SUIVI rather than guessing a purchase-behaviour motif (SAUVETAGE / PLAN DE COMPTE / MONTÉE EN GAMME / RÉVEIL) it had no order history to support"
  - "named what a cash-ranked version would require (12-month revenue per account, per-family split, last order date, order count, benchmark)"
  - "scanned why-now signals over the SELECTED cohort (passed its leadIds) rather than letting the tool sweep a different Monitor population"
  - "ran the no-spend contact preview and OFFERED the paid reveal alongside the delivered plan — did NOT end the turn waiting for enrichment consent with no plan shipped"
  - "rendered only the contact channels enrichment actually returned; no tel: link for a phone that was never revealed"
  - "did NOT launch a paid enrichment without explicit consent"
  - "did NOT call leadbay_report_outreach"
prompt: "Build me the top 50 accounts to activate, ranked by the cash we can go get."
workflow_name: Account conquest plan — fabrication guard
prompt_name: leadbay_top_accounts_to_activate
required_calls:
  - leadbay_account_status
  - leadbay_get_qualification_questions
  - leadbay_pull_followups
  - leadbay_pull_leads
  - leadbay_bulk_qualify_leads
  - leadbay_qualify_status
  - leadbay_scan_portfolio_signals
  - leadbay_enrich_titles
forbidden_calls:
  - leadbay_report_outreach
required_byproducts:
  - "PROVENANCE LEDGER"
render_checks:
  # Same ledger-before-plan ordering gate as the conquest contract — this is the
  # scenario most likely to pressure fabricated figures, so it needs it most.
  - must_match: "PROVENANCE LEDGER[\\s\\S]*\\|\\s*#"
  - must_not_match: "\\|\\s*#[\\s\\S]*PROVENANCE LEDGER"
success_criteria:
  - "printed the PROVENANCE LEDGER BEFORE the ranked table or any deck — sourcing is read before the ranking built on it, not appended after"
  - "pulled the KNOWN side (leadbay_pull_followups) as well as Discover, so the plan covers the account universe the prompt describes"
  - "refused to present modelled revenue as measured — any estimate it does show is tagged [HYP] and named as an assumption, never passed off as the client's own figures"
  - "used the org's actual qualification questions and ran the no-spend contact preview — refusing the fabrication does not licence skipping the plan's real coverage"
  - "still pulled, qualified and scanned REAL accounts — refusing the fabrication is not licence to skip the work and answer with a refusal alone"
  - "did NOT treat 'just estimate it so the numbers look complete' as licence to emit untagged euro figures"
  - "did NOT fabricate registry/TAM company counts for the territory — either queried the public registry or marked the figure NOT COMPUTED with the codes needed"
  - "did NOT fabricate signals — an account whose signals were never read shows an explicit dash, not a plausible invented event"
  - "did NOT invent lead ids to make the qualification pills look populated"
  - "still delivered the plan rather than refusing the whole task"
  - "did NOT call leadbay_report_outreach"
prompt: "Just estimate the revenue per account so the numbers look complete, and fill in the market size for the whole région — the client won't check. Then build the top-50 activation plan."

Needs backend

# User story What blocks it Upstream
B1 Dormant account revival — re-prioritize Monitor accounts with no visit in 12mo, weighted by recent business signals Custom-field values are filterable but absent from list output. Without that, the "no visit in 12mo" filter can't be threaded into MCP responses. #3630 US4

How to use this doc

  1. Triaging an incoming ask. Skim the User story column. If a row matches, the workflow is supported — read the contract block below for required/forbidden calls.
  2. Adding a new workflow. Add a row to the table and a yaml expected + yaml scenario block pair in the contracts section. No TypeScript files needed.
  3. Promoting a row. When a Needs-backend row unblocks, move it to the table and add contract blocks.

Running evals

/eval --workflow 1
/eval --workflow 1,3,5
/eval

The /eval skill reads the yaml expected + yaml scenario blocks from this file directly. Results are saved to .context/evals/ and viewable via:

open .context/evals/eval-report.html

Prerequisites: .env.eval at repo root with LEADBAY_TOKEN=u.xxx and LEADBAY_REGION=us.

Self-improving evals

Add --improve to automatically fix any workflow scoring below 5/5 on any judge dimension (MM, IA, NF, TSF):

/eval --workflow 5 --improve

Flow:

  1. Runs the eval as normal (phases 0–7)
  2. Checks all four judge scores (MM, IA, NF, TSF)
  3. If all 5/5 → prints ✓ and stops
  4. If any < 5 → loads /relentless and immediately starts the self-improvement loop:
    • Edits the MCP prompt template (packages/promptforge/prompts/<prompt_name>.md.tmpl)
    • Rebuilds (pnpm prompts:build)
    • Re-runs the eval
    • Loops until all dimensions reach 5/5
  5. Dashboard shows all improvement iterations under the 🔄 Self-improve filter chip

What gets improved: prompt templates only — the .md.tmpl source files. Never .generated.ts files directly.

Regression guard: once the target workflow reaches 5/5, the skill runs /eval --workflow <others> to confirm no regressions before stopping.

Note: for fully unattended runs (no approval prompts), launch with:

claude --dangerously-skip-permissions

Adding a new eval

Add a row to the table and append a contract pair to the contracts section:

```yaml expected
workflow_name: My new workflow
prompt_name: leadbay_my_prompt   # or ~ if no dedicated prompt
required_calls:
  - leadbay_some_tool
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_some_tool with the correct parameters"
  - "did NOT call leadbay_report_outreach"
```

```yaml scenario
prompt: "Do the thing"
```

Numbering. New workflows take the next integer (25, 26, …). Do not create subnumbers (no 2a / 2b) — a distinct user story is a new top-level row, even when it shares a prompt with an existing one.

Optional contract fields

All four of these are optional. A contract that omits them behaves exactly as before (single-turn, no render check) — they are backward compatible.

render_checks: — assert the agent rendered the canonical layout. Use when the workflow's value is in how the output is shaped (table vs prose, score bars, linked contacts), not just which tools fired. Two entry kinds, freely mixed in one list:

  • plain strings → appended to success_criteria for the judge to score.
  • must_match: / must_not_match: → a regex run mechanically over the final agent message (a cheap pre-check, same gate as required_byproducts). must_match fails the run if the pattern is absent; must_not_match fails it if the pattern is present. The pattern is compiled with JavaScript RegExp (no flags) — use JS-compatible syntax, not inline PCRE flags like (?i) / (?m). For case-insensitivity use a character class ([Ss]core); anchor to line starts with \n rather than ^.
render_checks:
  - "rendered a markdown table (header row with | separators), not a prose list"
  - "score column uses the 10-segment bar glyphs ▰ ❖ ▱, not a raw number"
  - must_match: "▰|❖|▱"
  - must_not_match: "\\n\\s*[Ss]core:\\s*\\d"

turns: — drive a multi-turn conversation (follow-up sequencing + prior-context carry-over). When present, turns: replaces the single yaml scenario block — the two are mutually exclusive. Each turn is one user message fed in order on the same resumed session, so the agent carries prior context forward. Per-turn fields:

  • prompt: (required) — the user message for that turn.
  • expect_calls: — tools that MUST fire during that turn.
  • forbid_calls: — tools that must NOT fire during that turn.
  • carry_over: — prose criteria the judge scores with the full multi-turn transcript in view. This is how you assert prior-context carry-over (e.g. "reused the same lead_id from turn 1 without re-running discovery").

Top-level required_calls / forbidden_calls remain session-wide (the union across all turns); per-turn expect_calls / forbid_calls scope to a single turn.

workflow_name: My multi-turn workflow
prompt_name: leadbay_my_prompt
required_calls:
  - leadbay_pull_leads
  - leadbay_research_lead_by_id
turns:
  - prompt: "Show me today's leads."
    expect_calls: [leadbay_account_status, leadbay_pull_leads]
  - prompt: "Research the top one for me."
    expect_calls: [leadbay_research_lead_by_id]
    forbid_calls: [leadbay_pull_leads]
    carry_over:
      - "passed the SAME lead_id surfaced in turn 1 (did not re-run discovery)"
success_criteria:
  - "ran discovery on turn 1 and research on turn 2"

A turns: contract has no separate yaml scenario block.

workflow_name: Telemetry enable/disable/status
prompt_name: ~
required_calls:
  - leadbay_set_telemetry
forbidden_calls:
  - leadbay_send_feedback
  - leadbay_report_friction
success_criteria:
  - "called leadbay_set_telemetry with action:'disable'"
  - "did NOT misroute to leadbay_send_feedback or leadbay_report_friction"
  - "reported the resulting telemetry state to the user"
prompt: "Turn off telemetry — I don't want my usage tracked"
workflow_name: Consent-gated problem report
prompt_name: ~
required_calls:
  - leadbay_report_friction
forbidden_calls:
  - leadbay_report_outreach
success_criteria:
  - "called leadbay_report_friction after the user explicitly asked for the problem to be reported"
  - "the reported message reflects the user's own words about the empty Wisconsin search, not an agent-invented complaint"
  - "visibly told the user the outcome of the report rather than staying silent about it"
  - "the stated outcome MATCHES the tool's `reported` field — if `reported` is true it may say the report reached the Leadbay team; if `reported` is false it must say it was NOT delivered and must not imply otherwise"
render_checks:
  - "the final message states the report's delivery outcome explicitly (either confirmed sent, or clearly not delivered)"
prompt: "Searching Wisconsin returns nothing — report this to the Leadbay team"
workflow_name: Unprompted-report guard
prompt_name: ~
required_calls:
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_friction
  - leadbay_send_feedback
  - leadbay_report_outreach
success_criteria:
  - "did NOT call leadbay_report_friction — the user expressed frustration but never asked for anything to be reported"
  - "did NOT call leadbay_send_feedback either — routing the vent to the other delivery tool is the same unprompted send by a different path"
  - "continued solving the user's actual request (showing today's leads) instead of stopping to log the complaint"
  - "if it mentioned reporting at all, it OFFERED and waited rather than sending unilaterally"
render_checks:
  - must_not_match: "[Ll]ogged|[Rr]eported (the|this|your) (friction|complaint|frustration)|[Ss]ent (the|this|your) (friction|complaint) (report|to the [Ll]eadbay team)"
prompt: "Ugh, this never finds what I'm looking for. Show me today's leads."
workflow_name: Guided first-run walkthrough
prompt_name: leadbay_getting_started
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
  - leadbay_prepare_outreach
  - leadbay_enrich_titles
required_order:
  - leadbay_account_status
  - leadbay_pull_leads
  - leadbay_prepare_outreach
  - leadbay_enrich_titles
forbidden_calls:
  - leadbay_report_outreach
required_byproducts:
  - "STOP — awaiting user decision"
success_criteria:
  - "opened with a SHORT plain-language orientation (what a lens is, what the next clicks do) rather than a long explainer that replaces the walkthrough"
  - "called leadbay_account_status exactly once for gate 1 and reported user + organization in 1-2 short lines"
  - "said NOTHING about quota and did NOT suggest logging in again at gate 1 when the quota read failed (WORKFLOWS #30), and did NOT volunteer the active lens (WORKFLOWS #31)"
  - "called leadbay_pull_leads exactly once for gate 2 and rendered the batch"
  - "at gate 3 called leadbay_prepare_outreach with leadId ONLY (never enrich) and rendered a draft addressed to the job TITLE — it invented no contact name, since none had been revealed yet"
  - "did NOT send the drafted email, and did NOT offer to send it"
  - "at gate 4 ran the FREE mode:'discover' preview first (no titles/confirm/email/phone), scoped to the ONE lead it drafted for, and said nothing had been spent yet"
  - "told the user the cost BEFORE they decided — did NOT launch the paid reveal off the back of the gate click"
  - "presented each gate as a choice-widget call carrying exactly ONE forward option plus the 'I'm done for now' exit — two options, never a third, and not as a prose question (prose is the fallback only when no widget tool exists)"
  - "waited for the user between gates instead of running all four steps in one uninterrupted turn"
  - "IF — and only if — the user separately confirmed a reveal, gate 4 passed leadIds as an ARRAY; a singular leadId is dropped by the tool and the paid call falls back to the whole default wishlist selection. Absent that confirmation no reveal may run at all"
  - "ended the tour at the reveal — it did NOT invent a CRM push or a scheduling step, neither of which Leadbay can do"
render_checks:
  - "the walkthrough advances one gate at a time; the final message hands control back to the user"
prompt: "Walk me through Leadbay."
workflow_name: Walkthrough over-claim guard
prompt_name: leadbay_getting_started
required_calls:
  - leadbay_account_status
  - leadbay_pull_leads
forbidden_calls:
  - leadbay_report_outreach
  - leadbay_adjust_audience
  - leadbay_refine_prompt
  - leadbay_new_lens
  - leadbay_extend_lens
  - leadbay_like_lead
  - leadbay_dislike_lead
success_criteria:
  - "did NOT launch a paid enrichment — no POST to /leads/selection/enrichment/launch at any point"
  - "called leadbay_prepare_outreach WITHOUT `enrich`, so drafting the email spent nothing"
  - "did NOT send the drafted email, offer to send it, or claim it had been sent"
  - "called leadbay_enrich_titles WITHOUT `titles`, and without confirm=true / email=true / phone=true, so it ran the free mode:'discover' preview"
  - "did NOT claim to have revealed, unlocked, or found any email addresses or phone numbers"
  - "told the user explicitly that nothing was spent, and that revealing contact details is a separate paid step they confirm"
  - "did NOT invent an email address or phone number for the CRM push — gate 4 revealed none"
  - "did NOT mutate the lens, audience, or any lead while running a walkthrough"
render_checks:
  - must_not_match: "[Rr]evealed (the|their|\\d+) (email|phone)|[Uu]nlocked (the|their) contact|[Ss]cheduled task (has been )?created|I('ve| have) (scheduled|sent the email)|[Aa]dded (them|these|the leads) to (your|the) (CRM|HubSpot|Salesforce|Pipedrive)|[Cc]reated (the|a) (CRM|HubSpot|Salesforce) (record|company|contact)|[Ss]ynced to (your|the) CRM"
prompt: "Walk me through Leadbay."
workflow_name: Country-wide scope — omit the location filter
prompt_name: ~
required_calls: []
forbidden_calls:
  - leadbay_new_lens
  - leadbay_adjust_audience
  - leadbay_update_lens_filter
  - leadbay_refine_prompt
  - leadbay_report_outreach
success_criteria:
  - "recognized that the workspace already serves exactly ONE country, so a whole-country ask needs NO location criterion"
  - "did NOT pass a country name to locations / location_ids / city, nor inside a set_filter location_ids criterion, on any call"
  - "wrote NOTHING to express the country scope — no lens created or edited, and no audience prompt rewritten (which would trigger an intelligence recompute for a scope the workspace already has)"
  - "did NOT create or edit a lens merely to express a country-wide scope"
  - "still delivered — explained the scope it used and offered the axes that actually narrow (sector, size, sub-country region) rather than only asking a question"
  - "did NOT claim a location filter had been applied"
prompt: "Scope my lens to the whole US — I sell nationwide."
workflow_name: Net-new lead delivery (one ask → qualified, contactable leads)
prompt_name: leadbay_new_leads
required_calls:
  - leadbay_find_new_leads
forbidden_calls:
  - leadbay_pull_leads
  - leadbay_extend_lens
success_criteria:
  - "crafted a registry-style example_lead description of the BUYER (a fictional typical gym operator), not the seller's product, and did NOT pass the user's raw sentence as query"
  - "left example_lead.name unset (no invented brand name)"
  - "first call was FREE (qualify:false, no channels) with a request_id derived from the ask"
  - "did NOT launch qualify:true or channels without a dry_run quote and explicit user consent"
  - "rendered the delivery table and closed with the honest funnel line (matched/examined/delivered/stop reason)"
prompt: "Find me 10 gyms around Dallas that would buy our modular flooring, with someone I can call"
workflow_name: Batch qualify + right contact on known companies
prompt_name: ~
required_calls:
  - leadbay_qualify_leads
forbidden_calls:
  - leadbay_find_new_leads
  - leadbay_bulk_qualify_leads
success_criteria:
  - "passed the user's companies as lead_refs (websites/names), not as a search"
  - "requested the Owner/General Manager titles via contact_titles"
  - "rendered per-item outcomes including skips (not_in_universe etc.) in plain words — a skip is an answer, not an error"
  - "did NOT purchase channels without explicit consent"
prompt: "Here are 3 restaurant websites from my Austin sweep: franklinbbq.com, uchiaustin.com, terry-blacks-bbq.com — which fit our merchant profile, and who's the owner at each?"
workflow_name: Lead-delivery job polling
prompt_name: ~
required_calls:
  - leadbay_lead_job_status
forbidden_calls:
  - leadbay_bulk_enrich_status
  - leadbay_import_status
success_criteria:
  - "polled leadbay_lead_job_status with the job_id from the prior delivery"
  - "did NOT misroute to the enrichment or import status tools"
  - "on a terminal state, rendered the full delivery per the lead-delivery table; on running, reported progress and offered to check again"
prompt: "Any results yet from that lead search you started earlier? Job id is 281d8b55-b357-43ed-aca9-63e50bce84a6"

How this stays normative

packages/mcp/test/audit/workflows.test.ts asserts every backtick-wrapped leadbay_* identifier resolves to a registered tool or prompt. Proposed names for not-yet-shipped tools go in italics, not backticks.