GrowthKit Revenue Intelligence

Add one or more leads to a campaign. Standard fields (company_name, contact_email, etc.) go to typed columns. ANY OTHER FIELD you pass automatically gets stored in the metadata jsonb column — no schema migration needed for new fields. Examples of custom fields: booth_number, source_event, scanned_at, follow_up_priority, notes_from_call. Call getCampaignLeadFields first to discover what custom fields are already used in this campaign.

Cancel a pending reminder by ID.

Check for unread notifications (direct messages and broadcasts).

Delete ALL memories. Irreversible. Always ask for explicit confirmation. You MUST provide a change_reason.

Return only counts, not content — use for overview/sizing (e.g. 'how many competitor memories exist?') before deciding whether to list or search. Optionally filter by chapter via metadata_filter.chapter. For a per-chapter breakdown in one call, prefer getChapterOverview.

Create a new campaign briefing. Use after collecting the 7 required fields via the campaign-briefing-playbook (search 'campaign-briefing-playbook' in playbook chapter to load the methodology). Sets status='draft'. Returns the created campaign id. NEVER call this without first running the playbook conversation — every campaign needs a complete briefing.

Schedule a reminder. Convert relative times to ISO 8601.

Create a prioritized task. Provide the four ICE inputs (impact, confidence, effort_constraint, effort_nonconstraint); the DB computes ice_score. Show the inputs to the user for confirmation before calling.

Add a note to a CRM record — a deal, company, or contact. Provide content (HTML supported) and at least one target id (deal_id, company_id, or contact_id). Use to log call summaries, context, or decisions against the record.

Check if CRM is connected and which provider is active.

Create a follow-up activity on a CRM record. Provide a subject and set type (call | meeting | task | email | deadline; default task). Optionally link it to a deal, company, or contact and set a due_date (YYYY-MM-DD). Use to schedule next steps after an interaction.

Create a new company. ALWAYS search first to avoid duplicates.

Create a new contact. ALWAYS pass company_id when the company exists.

Create a new deal. Requires title + stage_id. MUST call crmGetPipelines first.

Get full company details by ID. Returns name, domain, industry, employees, address, CRM link.

Get all contacts linked to a company, by company ID. Use to find who to reach at a known company.

Get all deals linked to a company, by company ID. Use after crmSearchCompany or crmGetCompany to review that company's pipeline.

Get full contact details by ID.

Get the full record for one deal by ID. Use after a search or list returns a deal id when you need its complete details.

Get all pipelines with stages. ALWAYS call before creating deals to get valid stage_id.

List companies from CRM with structured filters. Use for segment queries like 'all pharma companies with 50-200 employees in DACH'. All filter fields optional. Returns companies with id, name, industry, employees, country, and pagination info. Unlike crmSearchCompany (which does fuzzy name search), this does precise structured filtering.

List people/contacts from CRM with structured filters. Use for segment queries like 'all CEOs in pipeline companies'. All filter fields optional. Unlike crmSearchContact (fuzzy lookup of one person by name), this does precise structured filtering across the contact base. Returns contacts with id, name, title, company, and pagination info.

Search CRM for a company by name. ALWAYS search before creating to avoid duplicates.

Search CRM for a contact by name or keyword (fuzzy match); returns the top matches. Use to look up one known person. For structured segment queries across the contact base (e.g. 'all CEOs in pipeline companies'), use crmListPeople instead.

Update a deal. Use generic names: company_id, contact_id, expected_close.

Delete a document and its associated insights. Irreversible — always confirm with the user first.

Delete memories by IDs. Always confirm with user first. You MUST provide a change_reason explaining WHY these memories should be deleted. The reason is stored in the version history audit log.

Find lookalike companies for a seed and re-rank them by fit. mode='account' (seed={domain}) finds companies similar to that domain via Hunter similar_to; mode='icp' (no seed) discovers companies matching your saved ICP; mode='won_deals' is not yet implemented. Each candidate comes back with similarity_to_seed (0–100 firmographic closeness to the seed), canonical_icp_score (0–100 vs your global ICP; null if not on the Pro plan), divergence + divergence_flag (≥25 = seed diverges from ICP — a product signal), classification, and already_in_crm. Read-only — it never writes and never reveals emails/phones (do that per-lead separately). To control cost, only the top `shortlist_size` pre-ranked candidates are fully enriched + scored; the rest come back with enriched:false and null scores (candidates with enriched:false were NOT evaluated — null is 'not scored', not a low score). NOTE: mode='account' uses Hunter `similar_to`, which requires a Hunter Premium/Data-Platform key; without it, discovery automatically falls back to query/industry filters and says so in `warnings`.

Compose an email via the user's connected email provider (currently Gmail; Microsoft 365 coming in Phase B). DEFAULT mode is 'draft' — creates a real draft in Gmail that the user can review before sending. Only use mode='send' when the user explicitly confirms sending with keywords like 'sende', 'schick raus', 'verschicken', 'send it', 'raus damit'. On 'draft' success, response includes draft_url the user can click to open the draft in Gmail. On 'send' success, response includes a tracking_id (1×1 pixel auto-injected for open-tracking). The From address is resolved server-side (5-level precedence: explicit from > user-token integration > user-token default > account default > account email) — do NOT fabricate a From address. Optional crm_deal_id links the message to a deal for future activity writeback. Requires active email provider OAuth connection.

Store knowledge into long-term memory. Supports single items and batch embedding (max 50). IMPORTANT — Chapter System: Every memory MUST be classified into exactly one chapter via metadata.chapter. Available chapters: icp, strategy, campaigns, analytics, brand, competitors, learnings, general, pipeline, signals, playbook. Always analyze the content and pick the most specific chapter. Use general only as a last resort. BEFORE STORING: Search target chapter first to check for duplicates. QUALITY: 50-300 words, specific and factual, one concept per memory. AUTO-TAGGING: Before saving ANY memory, search the playbook chapter for 'tag-taxonomy' to load the current tag taxonomy. Then add 3-7 relevant tags as a comma-separated string in metadata.tags (e.g. metadata: { chapter: 'campaigns', tags: 'saas,series-a,dach,linkedin,demand-gen' }). Pick the most specific tags from the taxonomy. You may add 1-2 free-form tags if needed. For batch embeds, tag each item individually. PLAYBOOK SYSTEM: Available playbooks: icp-workshop, onboarding, campaign-brief, weekly-review, competitor-analysis, content-brief. When the user asks to do any of these tasks, use prompts/get to load the full playbook and follow its steps.

Get company info by domain or name. Returns industry, employees, revenue, location, technologies.

Get person profile from email or LinkedIn URL.

Find contacts at a company. Filter by seniority or department.

Find one person's email by name + domain.

Get a single campaign with full briefing details and lead-stage counts.

Discover which fields are actually used in a campaign's leads. Returns standard columns with non-null values PLUS all metadata (custom) keys with usage counts and sample values. ALWAYS call this BEFORE asking the user about lead structure or before adding new custom fields — it tells you what's already established for this list.

Get memory count per chapter. Use as FIRST STEP in new conversations or reviews.

Get a specific document with fresh download URL and linked insights.

Get the version history of a specific memory. Shows all previous versions with timestamps and who made changes.

Return the workspace's open/in-progress tasks ranked by ICE (highest priority first) plus the total open count. Call this at the START of any planning, prioritization, or 'what should I work on next' discussion to ground the conversation in current open tasks before advising.

Retrieve the highest-scoring leads from the CRM, ranked by ICP fit. Returns company details, contact (if any), 4-dimension score breakdown, and qualitative reasons like 'Industry X — strong match to ICP'. By default filters out leads with <50% data completeness to avoid false-positives from data-sparse ICP matches (e.g. leads where only the contact's seniority matched but industry/employees/country are unknown). Override via filters.min_completeness if you want incomplete leads too. Requires scoreLeads to have been run at least once. Requires Pro plan. Read-only — does not trigger new scoring. Call scoreLeads first if your CRM has new companies or ICP has changed (check icp_version_hash in the response to detect staleness).

Retrieve the current state for a (kind, key) in the current session. Returns null if not set. Use this when you need to merge into existing state or verify what's stored. NOTE: Active working memory entries are ALSO automatically injected into the system prompt by Build Messages — you usually don't need to call this manually. Only call when you need a specific record's full state on-demand.

List leads in a campaign, optionally filtered by lifecycle_stage or enrichment_status. Returns up to 100 per call.

List campaigns for the current user, optionally filtered by status. Returns campaign metadata plus per-stage lead counts.

List recently deleted memories that can be restored. Shows content preview and deletion info.

List stored documents with optional filtering by category or chapter.

List stored memories in stored order with pagination. Unlike searchMemory (semantic relevance ranking), use this to browse, enumerate, or audit a chapter — not to find the most relevant memory for a question. Filter by chapter via metadata_filter.chapter.

List reminders, ordered by remind_at ascending. By default returns only pending reminders; pass status=sent|cancelled|all to widen. Optionally scope to one task via task_id. Returns each reminder's id, title, remind_at, and status.

List tasks in the workspace, ranked by ICE (highest first). Optional filters.

List all team members (token holders) for your account. Shows display names, roles, and identifies which token is yours.