MCP Server

Insurance-group family heads become first-class prospects. Additive fields; one behavior change in family representation.

• Behavior change: a scored private insurance group now represents its family in list_prospects under the group's own ticker (previously a subsidiary's ticker carried the family row). Subsidiary tickers remain valid for direct lookup.
• Group heads without their own filings serve blended subsidiary evidence: search_excerpts returns their excerpts with per-excerpt source_ticker and source_company_name attribution, and craft_outreach works for scored groups instead of returning 404.
• New additive fields on prospect detail and excerpt responses: evidence_scope (own | family | none) and family_role (head | member | standalone); group detail responses use narrative_scope: "group".

Hierarchical lines of business and union-premium targeting. Additive — no field was removed or renamed.

• The lines_of_business vocabulary grows to 43 filterable keys: the eight CIS policy-type splits (individual_life, group_life, individual_annuity, group_annuity, individual_accident_health, group_accident_health, medicare_supplement, long_term_care) plus the life / annuity / accident_health roll-ups, title, aggregate_write_ins and international. The split keys are populated once the CIS re-ingest has run for an environment and may return empty results until then.
• Product target segments report carrier_facts.union_premium (rank window or gross USD band measured across the union of the selected lines) and a widened licensed_footprint with bands and states_any. Per-line premium fields remain for segments saved under the previous per-line contract.
• Prospect detail CIS observations keep line_of_business as the roll-up key and add policy_line_of_business (for example individual_life). The premium block adds rollup_lines_of_business: roll-up keys whose policy-type splits are also present in by_line_of_business — a roll-up’s total contains its splits, so never sum the two together.

Human-readable company names. The value of company_name has changed — no field was removed or renamed, but the text it returns is different.

• company_name now returns the name a person would use — Aflac rather than AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS. It falls back to the filed name for companies that have not been through name resolution yet.
• New legal_name carries the name the company files under. If you were matching on company_name against filings or a CRM, switch to this field.
• New logo_domain gives a bare domain for the company logo, or null. Most companies have none; that is an ordinary state, not an error.
• Applies to prospect lists, prospect detail, hierarchy children, the family pointer, and the DealMap chart. DealMap charts generated earlier report the new name too — it is resolved at request time, not stored.

Agent-guidance patch — descriptions and server instructions only, no tool or API behavior changes.

• Server-level MCP instructions (surfaced in the initialize handshake): agents are told to present fields with plain-English labels (“Buying Signal Score”, “Deal Score”) rather than raw identifiers, and to interpret buying_signal_score qualitatively: 1.0 means strong buying-signal indicators were found in the evidence, hedging proportionally down to 0 (none detected).
• get_prospect now documents that only assessed subsidiaries resolve; an unassessed hierarchy.children ticker returns 404 by design.
• search_excerpts now documents that keyword matches the excerpt’s tagged pain points, not the raw quote text.

Targets the /api/v2 REST surface; the version number now tracks the API major. Requires v2 — /api/v1 has been removed, so 0.2.x stops working.

• Insurance filters on list_prospects — lines of business, premium bands, licensed states, entity type, ownership, name search, and sorting — with the line, state, and sort vocabularies enum-validated in the tool schemas, so an invalid value is rejected client-side with the accepted set in front of the model.
• Lists cover the full candidate universe with assessment_status labels; unassessed rows carry null scores and rank last.
• Premium and complaint data on every list row and prospect detail, including the family complaint index (complaint share ÷ premium share) and full per-year, per-line series.
• Subsidiary drill-down: pass any assessed hierarchy.children ticker back to get_prospect; DealMap and outreach tools resolve subsidiary tickers upward to the corporate family.
• New tool set_top_pick (wraps PATCH /dealmap/node-top-pick) completes the buying committee workflow.
• Breaking: framework_category removed from search_excerpts and from every excerpt result.
• A rebuilding or out-of-date prospect projection now returns a clear not-ready failure instead of an empty list, so agents retry rather than concluding a product has no prospects.

Added optional include_disabled metadata access for list_products and get_product. Operational tools continue to use active products only.

Added get_dealmap, generate_dealmap, and override_stakeholder_role tools for buying committee mapping. Removed get_leads tool (use get_dealmap instead). Updated craft_outreach for role-aware personalization.

Improved tool descriptions for clarity.

Initial public release. Published to npm and MCP Registry.