Add comprehensive org details tool and improve prospect management#475
Merged
Conversation
- Add get_organization_details admin tool that returns: - Slack user count and activity (30d) - Working group memberships - Engagement level and signals - Enrichment data (industry, revenue, employees) - Membership/prospect status - Recent activities and notes - Improve admin prospect search to filter by: - Company name (existing) - Email domain - Linked domains - Contact name - Update Addie system prompt with: - Clear tool selection guide - Example conversation flows - Stronger admin-only protections - Add defense-in-depth admin checks to lookup_organization and list_pending_invoices handlers - Add admin prompt routing test cases (59 tests) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- get_organization_details now returns up to 5 matches and prompts admin to select which one they want details on - Added system prompt guidance for handling multiple matches - Added domain discovery guidance using prospect_search_lusha - Documented membership/billing tools (find_membership_products, create_payment_link, send_invoice) in admin prompt section 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
1 participant
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Summary
Add
get_organization_detailsadmin tool for comprehensive company research that answers questions like:Improve admin prospect search to filter by name, domain, or contact name
Update Addie system prompt with clear tool selection guide and example conversation flows
Add defense-in-depth admin checks to
lookup_organizationandlist_pending_invoiceshandlersAdd 59 admin prompt routing test cases
Test plan
🤖 Generated with Claude Code