Actively

Retrieve strategic recommendations for a single account, including an account summary, a recommended outreach strategy with value hypotheses, and a contact strategy with prioritized contacts to reach out to. Use this when you need actionable next steps for engaging an account.

Retrieve only specific sections of an account's strategic recommendations. Use this instead of get_agent_decisions when you only need one or two sections to keep the response smaller.

Retrieve the research profile for a single account. When summary_only=false (default), returns the full profile: { "report": str, "report_references": [ref, ...], "smart_fields": {label: {answer, reasoning, citations} | None}, "account_details": [{fact, citations}, ...], "pain_points": [{fact, citations}, ...], "products": [{fact, citations}, ...], "timing_signals": [{fact, citations}, ...], "contacts": [{fact, citations}, ...], "requirements": [{fact, citations}, ...], "initiatives": [{fact, citations}, ...], "other": [{fact, citations}, ...] } When summary_only=true, see the summary_only parameter description for the reduced shape.

Retrieve specific sections of an account's research profile. Use this when you need to dive deeper into a specific section of the account's research profile. Returns a JSON object with only the requested sections.

Retrieve strategic recommendations for multiple accounts in a single call. Maximum 10 accounts per request. Use this instead of calling get_agent_decisions repeatedly. Returns a JSON object with two fields: - "results": a map from account ID to that account's recommendations (only accounts with available decisioning are included) - "missing_account_ids": a list of requested IDs that had no decisioning (either the account does not exist in this tenant, or its decisioning has not yet been computed)

Retrieve research profiles for multiple accounts in a single call. Maximum 10 accounts per request. Use this instead of calling get_agent_memory repeatedly when you need data for more than one account. Returns a JSON object with two fields: - "results": a map from account ID to that account's research profile. Shape depends on summary_only (see below). Only accounts with available data are included. - "missing_account_ids": a list of requested IDs that had no research profile (either the account does not exist in this tenant, or its memory has not been computed yet) summary_only=true (the default) — each per-account value is: { "report": str, # intelligence brief (truncated, may end with "…") "report_references": [ref], # capped to the first few items "section_counts": { # length of each per-section list "account_details": int, "initiatives": int, "pain_points": int, "products": int, "timing_signals": int, "contacts": int, "requirements": int, "other": int }, "smart_fields": {label: {"answer": str_or_int_or_dict} | None} # in summary mode the reasoning + citations on smart fields are dropped } summary_only=false — each per-account value is the full profile: { "report": str, "report_references": [ref, ...], "smart_fields": {label: {"answer", "reasoning", "citations": [...]} | None}, "account_details": [{fact, citations}, ...], "pain_points": [{fact, citations}, ...], "products": [{fact, citations}, ...], "timing_signals": [{fact, citations}, ...], "contacts": [{fact, citations}, ...], "requirements": [{fact, citations}, ...], "initiatives": [{fact, citations}, ...], "other": [{fact, citations}, ...] } Full payloads can run into the hundreds of thousands of characters at the maximum account count — only pass summary_only=false when you need the per-section item bodies.

Return account facts whose citations are dated within the last N days, sorted most-recent-first. Prefer this over get_agent_memory for deal-progression or 'what is happening right now' questions — it surfaces the freshest signals without requiring you to filter a large memory blob yourself. get_agent_decisions is a periodically-refreshed summary and may lag real activity by days; use this tool when recency matters.

Get the full instructions/template for a specific workflow by its label. Use list_workflows first to see available workflow labels. Returns the complete prompt template that guides how to execute the workflow.

List all available workflows/skills for you and your organization. Returns each workflow's label, display name, description of when to use it, and whether it's an org-level or personal workflow. Use this to discover what workflows are available before fetching specific instructions.

Look up accounts by name or Salesforce account ID. Supports fuzzy name matching. Use this to resolve an account name to its Salesforce ID, or look up the name for a known ID. Returns a list of matching accounts with their IDs and names.