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Localized reading guide

account-researchPurpose, usage and source

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/account-research/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
research
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

How the upstream workflow works

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground the ICP (industries, size, titles, disqualifiers), value prop, competitors, and differentiators from org context (inferred from what is connected or uploaded; if the answer depends on a fact no one has given, ask ONE question, use the answer for this conversation and suggest adding it to the project instructions; otherwise use a clearly labeled default and continue) - fit is scored against these. Industry-specific research dimensions (regulatory filings, clinical trials, GitHub activity) join when org context names them.

Upstream passage · L38 ↗

Step 2 - Check the CRM first

Before research, look the account up by name or domain (owner, type, open opps, known contacts). If found: the brief acknowledges "already in the crm, owned by [name]" prominently so the user doesn't step on a colleague. If not: "net new - no crm record". Files fallback: the uploaded book.

Upstream passage · L46 ↗

Step 3 - Research

Via enrichment (web search + any connected data providers): Company basics: what they do, HQ, size, funding stage, leadership Recent signals (last 6 months): funding, exec hires, launches, layoffs, earnings, expansion Tech / operating context: anything public about their stack or initiatives relevant to the product category

Upstream passage · L54 ↗
Upstream passage · ↗
tiers:
  files-only:   research brief from web search where available + the uploaded book for the dedup check. No web and no enrichment: say so at the top, fill sections only from uploaded or pasted material, mark the rest not verified, and offer to use pasted site copy or articles
  read-only:    adds the live crm dedup/owner check and richer
                enrichment tools
  gated-writes: none (record creation/logging hands off to the the skills that make changes (update-opportunity, log-activity and others))

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
1f5e40ac7cea793dff344f331be95bf2bd6fd8e03c6734aedae2d514707ec59b
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