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9f73795
feat(mcp): expose backend MCP-first lead delivery — find_new_leads, q…
milstan Jul 28, 2026
a83f450
docs(mcp): temper min_ai_score guidance after judge review
milstan Jul 28, 2026
46f60b7
test(eval): routing fixtures for the MCP-first delivery tools
milstan Jul 28, 2026
7ac5429
Merge remote-tracking branch 'origin/main' into milstan/expose-mcp-se…
github-actions[bot] Jul 28, 2026
2720d45
docs(mcp): two-pass spending pattern for qualify_leads channel purchases
milstan Jul 30, 2026
6ad2b36
chore(mcp): align server.json npx pin with the 0.26.0 bump
milstan Jul 30, 2026
3dbabf3
revert(mcp): drop the two-pass spending pattern from qualify_leads
milstan Jul 30, 2026
502f8a5
fix(mcp): eval-driven fixes — nested-employees normalizer, corrected …
milstan Jul 30, 2026
b2e86ad
fix(mcp): reject country-level filters.locations with a named error
milstan Aug 2, 2026
80c9fd7
Merge remote-tracking branch 'origin/main' into milstan/expose-mcp-se…
milstan Aug 2, 2026
b866a42
fix(mcp): code-level spend gate + conflict/envelope fixes on MCP-firs…
github-actions[bot] Aug 3, 2026
515af8b
fix(mcp): address Codex review on MCP-first lead delivery
github-actions[bot] Aug 3, 2026
8bfcd55
fix(mcp): gate paid searches too, mark the paid submitter destructive
github-actions[bot] Aug 3, 2026
8d3962b
fix(mcp): gate delivery tools until the backend ships; renderer + ide…
github-actions[bot] Aug 3, 2026
9c14e17
Merge origin/main into milstan/expose-mcp-search-qualify
github-actions[bot] Aug 3, 2026
fff45f5
fix(mcp): gate the prompt with its tools; selector-complete idempoten…
github-actions[bot] Aug 3, 2026
9e965a5
fix(mcp): gate the Claude skill + prompts/get; clock-free idempotency…
github-actions[bot] Aug 4, 2026
46d97c7
fix(mcp): gate the prompt on write too; escape job ids; untouch promp…
github-actions[bot] Aug 4, 2026
e138b86
fix(mcp): prompt-gate truthiness, collision-safe idempotency, retry +…
github-actions[bot] Aug 4, 2026
c169b37
fix(mcp): 128-bit idempotency keys, search key synthesis, cursor fall…
github-actions[bot] Aug 5, 2026
c5eb0df
fix(mcp): hash exclude_lead_ids into the derived search key
github-actions[bot] Aug 5, 2026
cf962c1
fix(mcp): canonical JSON idempotency shapes, scalar geo guard, honest…
github-actions[bot] Aug 5, 2026
7783fcd
fix(mcp): canonicalize idempotency shapes recursively; dedupe qualify…
github-actions[bot] Aug 5, 2026
d11f8bb
fix(mcp): dedupe every set-valued key field; normalize refs like the …
github-actions[bot] Aug 5, 2026
d298e87
docs(mcp): real headroom for find_new_leads (78 -> 296 chars)
github-actions[bot] Aug 5, 2026
2accf1a
fix(mcp): normalize labels + empty shapes in keys; delete stale gated…
github-actions[bot] Aug 5, 2026
e98b791
fix(mcp): scalar filters, UUID casing, top-up exclusions
github-actions[bot] Aug 5, 2026
447c40b
fix(mcp): scalar-safe set canonicalizers; fold UUIDs in exclude_lead_ids
github-actions[bot] Aug 5, 2026
439a9c3
fix(mcp): coerce unvalidated arg shapes once at the entry point
github-actions[bot] Aug 5, 2026
70590f1
merge: main into milstan/expose-mcp-search-qualify
ArtyETH06 Aug 11, 2026
e1efe24
fix(workflows): close the walkthrough scenario fence so the net-new c…
ArtyETH06 Aug 11, 2026
84efd2c
fix(mcp): reshape string lead_refs before deriving the idempotency key
ArtyETH06 Aug 11, 2026
35f21e8
fix(mcp): canonicalize the exploration cap default and reject blank r…
ArtyETH06 Aug 11, 2026
8bc05d5
Merge remote-tracking branch 'origin/main' into milstan/expose-mcp-se…
github-actions[bot] Aug 17, 2026
ee537ab
fix(mcp): the three Codex findings on #168 — test audit, country fenc…
ArtyETH06 Aug 17, 2026
ebd4777
fix(mcp): move the delivery routing fixtures out of the established file
ArtyETH06 Aug 17, 2026
bb9fdd9
fix(mcp): restore workflows.test.ts, enable the full registry in conf…
ArtyETH06 Aug 17, 2026
2a43db1
fix(mcp): the last modified test file, and the doc that told us to mo…
ArtyETH06 Aug 17, 2026
fb38867
fix(mcp): bound the top-up exclusion list, and stop claiming qualify …
ArtyETH06 Aug 17, 2026
bc4d41d
fix(mcp): four Codex findings — wire/guard mismatch, region scope, ab…
ArtyETH06 Aug 17, 2026
de0abe6
fix(mcp): restore real headroom on the find_new_leads description
ArtyETH06 Aug 18, 2026
db921e5
fix(mcp): four Codex findings — dead cross-routes, drain bound, quali…
ArtyETH06 Aug 18, 2026
73d9991
fix(mcp): four Codex findings — malformed refs, quota recovery, curre…
ArtyETH06 Aug 18, 2026
0da75c6
fix(mcp): validate lead-ref FIELD types, not just the ref container
ArtyETH06 Aug 18, 2026
d4f9134
fix(mcp): put the gated-route condition where hosts actually read it
ArtyETH06 Aug 18, 2026
a7037b7
fix(mcp): reject dropped exclusions, convert cost_cents, re-point sta…
ArtyETH06 Aug 18, 2026
73f0f03
fix(mcp): cancel the zero-wait polls too, and stop rendering rejects …
ArtyETH06 Aug 19, 2026
e4250cc
Merge remote-tracking branch 'origin/main' into milstan/expose-mcp-se…
ArtyETH06 Aug 20, 2026
f1629f3
fix(mcp): make the cancel path reach the queue, the job handle a real…
ArtyETH06 Aug 20, 2026
f0fcd4f
fix(mcp): cancel a submit while it can still prove it spent nothing, …
ArtyETH06 Aug 20, 2026
c70a6f0
fix(mcp): bound the queue wait too, and size the cost-cap rerun to wh…
ArtyETH06 Aug 20, 2026
6402ceb
fix(mcp): split the two budget knobs, and stop stranding a job the us…
ArtyETH06 Aug 21, 2026
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11 changes: 7 additions & 4 deletions AGENTS.md
Original file line number Diff line number Diff line change
Expand Up @@ -34,10 +34,13 @@ high-priority (P0/P1) issues:

- **New user-facing tools must be wired completely.** They must declare
`routing` and `rendering_hint` frontmatter (plus `next_steps` when the
tool has a NEXT STEPS table), be added to `TOOLS_WITH_ROUTING` in
`packages/mcp/test/audit/routing-block.test.ts`, and carry ≥2 positive
AND ≥2 negative routing examples. Every `route_to` anti-trigger must
resolve to a registered tool name.
tool has a NEXT STEPS table), have the routing contract asserted for
them in a NEW audit file (never by appending to `TOOLS_WITH_ROUTING` in
the existing `packages/mcp/test/audit/routing-block.test.ts` — the
new-coverage-in-new-files rule above wins; see
`packages/mcp/test/audit/lead-delivery-routing-block.test.ts`), and
carry ≥2 positive AND ≥2 negative routing examples. Every `route_to`
anti-trigger must resolve to a registered tool name.

- **`WORKFLOWS.md` is normative.** A new user story needs a row, and
every backtick-wrapped `leadbay_*` identifier must resolve to a
Expand Down
17 changes: 14 additions & 3 deletions CLAUDE.md
Original file line number Diff line number Diff line change
Expand Up @@ -218,8 +218,16 @@ next_steps: pull-leads # snippets/next-steps/pull-leads.md
description over, trim the BODY — never disable the audit.

When you add a new user-facing tool: declare `routing`,
`rendering_hint`, `next_steps`; add the tool name to
`TOOLS_WITH_ROUTING` in the routing audit; run `pnpm -r test`.
`rendering_hint`, `next_steps`; assert the routing contract for it;
run `pnpm -r test`.

**Do not append to `TOOLS_WITH_ROUTING` in
`packages/mcp/test/audit/routing-block.test.ts`** — that is an existing
test file, and the "new coverage lives in new files" rule wins. Add a new
audit file asserting the same contract for your tool instead;
`test/audit/lead-delivery-routing-block.test.ts` is the worked example.
The `route_to` resolution check needs nothing: it already iterates every
registered tool.

## Tool descriptions are generated, not hand-edited

Expand Down Expand Up @@ -426,7 +434,10 @@ pnpm -r typecheck # must stay green

If `prompts:build` fails: check `name:` matches filename, `kind: tool-description` is set, every `{{include:...}}` resolves, and `route_to:` values match registered tool names.

Also: add the tool name to `TOOLS_WITH_ROUTING` in `packages/mcp/test/audit/routing-block.test.ts`.
Also: assert the routing contract for the new tool in a **new** audit file — do
not append its name to `TOOLS_WITH_ROUTING` in the existing
`packages/mcp/test/audit/routing-block.test.ts`. See
`packages/mcp/test/audit/lead-delivery-routing-block.test.ts`.

## Composite vs granular

Expand Down
60 changes: 60 additions & 0 deletions WORKFLOWS.md
Original file line number Diff line number Diff line change
Expand Up @@ -63,6 +63,9 @@ The table is the human-readable index. The `yaml expected` + `yaml scenario` blo
| 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 | **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". 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" |
| 53 | **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. | `leadbay_qualify_leads` | "Vet these companies from my spreadsheet against our criteria and get me the right contact at each" |
| 54 | **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, spend) and block-waits with `wait_seconds` when the user asked to wait. | `leadbay_lead_job_status` | "Any results yet from that lead search?" |

---

Expand Down Expand Up @@ -1212,6 +1215,63 @@ render_checks:
prompt: "Walk me through Leadbay."
```

```yaml expected
workflow_name: Net-new lead delivery (one ask → qualified, contactable leads)
Comment thread
ArtyETH06 marked this conversation as resolved.
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/spend)"
```

```yaml scenario
prompt: "Find me 10 gyms around Dallas that would buy our modular flooring, with someone I can call"
```

```yaml expected
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"
```

```yaml scenario
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?"
```

```yaml expected
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"
```

```yaml scenario
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.
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