clickmax-list-segments

When this applies

Use this skill when the user wants manual list operations or dynamic segment logic: create/update/delete lists, manage list membership, build or replace segment filters, preview segment size, reload segments, or inspect list/segment leads.

Not this skill:

• raw lead filtering without creating reusable grouping -> clickmax-leads
• tag-based cohort labeling -> clickmax-tags

Key assumptions

• manual lists and dynamic segments are different grouping models
• segment updates also affect the synced backing list metadata and lead membership lifecycle
• upserting segment filters replaces the full tree
• segment filters are a FLAT ARRAY of {id, order, operator, field, negation, parentId?, value*} items, not nested objects — nesting comes from each item's parentId pointing at its parent GROUP item's own id; group items use field: 'children' + operator: 'childrenAnd'/'childrenOr'. Preserve every existing item (by id) when replacing, not just the branch being edited.
• reload queues recomputation; it is not just a cosmetic refresh
• lists_create makes an EMPTY list. To make a list from the contacts of opportunity cards use opportunities_bulk_create_list (see clickmax-pipelines): it creates AND fills the list, and its affected counts contacts.
• suspectedFraud (operator: equals, valueBool) is a segment field: flags possible card testing (e-mail unrelated to the name AND suspicious document), derived at read time — it works in saved segments and combines with any other item; false = contacts not flagged.
• emailEngagement (block, JSON in valueString) filters by opened / clicked / received-and-did-not-open, in the last N days or on one campaign, or by opened at least N of the last M campaigns received (openedCount), counting people only (bots excluded). A saved segment with a day window is recalculated about once a day; a broadcast to it recalculates the audience when created or scheduled, other uses read the daily list — re-measure with segments_preview_count right before using it. Shape in filter model.
• segments_categories_metrics also returns origin × sub-origin and a visitor journey (channels, UTM sources, referrers, landing pages, devices) that counts only contacts linked to a tracked visitor — say so when reporting "how they arrived"; Temperature × Score health is lead_indicators_metrics.
• Read filter model before building non-trivial segment logic.

Thought process

1. Decide whether the user needs one-off discovery or reusable grouping.
2. Prefer manual lists for explicit curated membership.
3. Prefer segments for filter-defined dynamic cohorts.
4. Preview count before broad destructive changes when the filter tree is uncertain.

Execute guide

• Manual list lifecycle: use mcp__plugin_clickmax_clickmax__lists_create to create the list, then mcp__plugin_clickmax_clickmax__lists_update_leads to add or remove explicit lead IDs, then mcp__plugin_clickmax_clickmax__lists_get_leads to verify the resulting membership.
• List inspection and maintenance: use mcp__plugin_clickmax_clickmax__lists_list to browse lists, mcp__plugin_clickmax_clickmax__lists_get to inspect one list, and mcp__plugin_clickmax_clickmax__lists_update when the user wants to rename the list or change its emoji.
• Dynamic segment lifecycle: use mcp__plugin_clickmax_clickmax__segments_create to create the segment shell, mcp__plugin_clickmax_clickmax__segments_preview_count to estimate cohort size from a candidate filter tree, and mcp__plugin_clickmax_clickmax__segments_upsert_filters to replace the segment's full filter definition.
• For nested AND/OR or negation, model the filter tree from filter model, preview the count, then upsert the complete tree.
• Segment inspection and recomputation: use mcp__plugin_clickmax_clickmax__segments_get for the segment record, mcp__plugin_clickmax_clickmax__segments_get_filters for the current filter tree, mcp__plugin_clickmax_clickmax__segments_reload when the user wants membership recomputed, and mcp__plugin_clickmax_clickmax__segments_get_leads to inspect the resulting cohort.
• Analytics follow-up: use mcp__plugin_clickmax_clickmax__segments_timeseries or mcp__plugin_clickmax_clickmax__segments_categories_metrics when the user wants trend, category or entry-channel breakdowns for a segment instead of only raw membership.
• Order of operations: manual list = create or inspect list -> update explicit lead IDs -> verify visible leads. Dynamic segment = inspect current definition -> preview broad or uncertain logic -> replace the full filter tree -> reload when refreshed membership matters -> inspect resulting leads.

Report

• Start with Assumption: manual list or Assumption: dynamic segment when the user's goal could fit both models.
• For lists: report the list name, membership change, current visible count, and show up to 10 notable leads followed by +N more when needed.
• For segments: report the filter logic, preview size, reload state, and current visible count; call out broad conditions that may over-select the cohort.
• Treat follow-up mutations as opt-in: suggest update, reload, or delete only after showing the current state or impact.

Warnings

• Segment filter replacement is full replacement, not append/patch.
• Deleting a segment cascades filters, synced list, and membership.
• Filter-order-only changes may not trigger meaningful recomputation.

Anti-patterns

• Using lists when the user clearly needs a self-updating segment.
• Replacing segment filters without previewing the impact when the logic is broad.
• Treating a synced segment-backed list like an arbitrary manual list.

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Clickmax skill revision: 30bc1243c2ed