upsert_discovery_strategy
Create or update a named discovery strategy that defines the prospect-search approach and per-strategy reply attribution. Use the slug to update it; archived=true retires it without losing data.
Instructions
Register or update a discovery strategy — the named prospect-search arm /build-list executes and add_prospects stamps for per-strategy reply attribution. Idempotent by slug: re-calling updates the approach, and any call without archived=true lands the strategy active (re-registering an archived slug revives it). archived=true retires it from registration while keeping historic attribution. Refused (400) when it would push the active count past the project's cap.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"projectId": "<projectId>",
"slug": "<slug>",
"approach": "<approach>"
},
"name": "upsert_discovery_strategy"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| slug | Yes | Kebab-case arm id, stable for life — renaming orphans its measured history. | |
| approach | Yes | Where/how to search and why it should work (2-5 lines). Platform-specific procedures belong in the playbook_<slug> document, not here. | |
| archived | No | true archives; omit or false lands the strategy active. | |
| projectId | Yes | Project name or ID |