Demandbase

Build an account brief from the customer's CRM/ABM account database and Demandbase company context: account state, signals, opportunities, buying-group coverage, intent data, profile, and news. Use for account overview, account brief, account 360, meeting prep context, or "summarize this account" requests. Pass accountId when available; use accountName/domain only when ID is not yet known.

Demandbase company catalogue search + fetch. Tool selection (REQUIRED): use for external/global company searches; do not use for "accounts" (use search_internal_account_database for internal/CRM/tenant). Pagination (CRITICAL): NEVER set queryOptions.perPage unless the user types an explicit number — inferring it from prompt intent or completeness is FORBIDDEN. Scope words ("all", "top"), time ranges ("last week"), intent words ("analyze", "rank") are NOT integers. No integer typed → ALWAYS omit. Integer typed → use it. Confidence gate (REQUIRED): self-rate 1–10 (tool+params); if <8 STOP—ask 1–2 clarifying Qs; do NOT call. Clarify-first (REQUIRED): ask 1-2 Q BEFORE calling if (a) user mentions "ICP" — ALWAYS ask for their criteria (ICP is customer-defined), (b) company name is a single ambiguous word with no domain/country, or (c) enrichment/news depth is unclear. NOTE (REQUIRED): filtering on familyTree/competitors is not supported — explain and do NOT call. Unsupported analytics (YoY financials, quarterly trends, CAGR) are NOT available — explain and ask what profile data they'd like instead before calling. Mapping rules: preserve entity strings as-is (e.g., "Inc."). Strict inequalities: "over 500"→"501,". revenueRange is in millions: "$1B"→"1000", "over $1B"→"1001,". Ambiguous location → clarify before calling. Data types: basicCorporateProfile=name,description,revenue etc.; industryClassifications=industry codes; contactPoints=website,address,phone,etc.; familyTree=structure; competitors; installedTech; news. IMPORTANT: By default core profile will be returned. Add other types only if explicitly requested. Use only tool-returned data. Range: >50→"51,"; <50→",49" (employeesRange/revenueRange in millions). Example: company_global_directory(companyName="Apple Inc.", includeData=["competitors","news"], newsCategories=["ACQUISITIONS"]).

Demandbase contact catalogue search + fetch with net-new contacts in a particular account which are not present in the CRM and are part of buying group. When netNew=false (default): standard contact search/fetch When netNew=true: finds contacts in an account's buying groups who are NOT in your CRM. Use companyName as the account name or provide netNewAccountId directly. Tool selection (REQUIRED): default for generic contact searches + prospecting (no internal indicators). Use internal person tools only when user explicitly signals internal scope ("my contacts/leads", "in our CRM/database/internal"). Use netNew=true for "net-new contacts", "contacts not in CRM", "new people for buying group" requests. Pagination (CRITICAL): NEVER set queryOptions.perPage unless the user types an explicit number — inferring it from prompt intent or completeness is FORBIDDEN. Scope words ("all", "top"), time ranges ("last week"), intent words ("analyze", "rank") are NOT integers. No integer typed → ALWAYS omit. Integer typed → use it. Confidence gate (REQUIRED): self-rate 1–10 (tool+params); if <8 STOP—ask 1–2 clarifying Qs; do NOT call. Clarify-first (REQUIRED): ask 1-2 Q BEFORE calling if (a) user mentions "ICP" — ALWAYS ask for their criteria (ICP is customer-defined), (b) user says "prospects" without clear scope, (c) ambiguous collective like "decision-makers" without concrete role constraints, (d) name-only search for a common name without disambiguating context (company/role/location), or (e) job level/function/title unclear. Industry/revenue/employees filter (REQUIRED): if the user's request includes any of these, FIRST call company_global_directory, THEN call this tool with companyIdsToInclude along with contact filters needed. Parameter defaults (REQUIRED): Use jobTitles for explicit titles ("CTO"/"Chief Technology Officer"); use jobFunctions+jobLevels for roles (e.g., sales+manager). includeData by depth: personal details→["businessIdentity"], current role→["currentEmploymentRecord"], job history→["otherEmployments"], full background→all three. Location mapping (REQUIRED): contact's location→contactLocation={country/state/city}; employer location→companyLocation={country/state/city}. Ambiguous scope→clarify before calling. BuyerRoles and personas are only valid when netNew=true. Use get_demandbase_reference_data with referenceType='persona' or 'buyerRole' to discover available names. Data types: businessIdentity=personal details; currentEmploymentRecord=current job; otherEmployments=job history. IMPORTANT: By default presonal details will be returned; add other types only if explicitly requested. Use only tool-returned data; do NOT add unrequested filter parameters.

Fetch tenant-configured reference data: account lists, keyword sets, keywords, buying groups, personas, buyer roles, and activity types. Tool selection (REQUIRED): use to list/browse/resolve account lists, keyword sets, keywords, or other reference data. Also use to get account list IDs before calling another tool. Do NOT use to search accounts, contacts, or companies. Name lookup (REQUIRED): for "details of <name>" always fetch the FULL list (no filters) and match client-side. GROUPING: accountList must be requested alone. activityTypes must be requested alone (no filters/queryOptions). keywordSets must be requested alone. keywords must be requested alone. buyingGroup, persona, and buyerRole may be requested together. FILTERS: accountListFilters only for accountList — keys: name (contains), ownedBy (equals/exact), isPublic ('true'/'false'), numberOfAccounts (range str: 'min,max'|'min,'|',max'|'exact'), createdAt (ISO-8601 date range: 'start,end'|'start,'|',end'|'exact'), updatedAt (ISO-8601 date range: 'start,end'|'start,'|',end'|'exact'). keywordFilters for keywordSets/keywords — keys: keywordSetName (contains), keywordName (contains, keywords only), isCompetitor ('true'/'false'). Do NOT invent parameters. Pagination (CRITICAL): NEVER set queryOptions.limit unless the user types an explicit number. No integer typed → ALWAYS omit. Integer typed → use it. NEVER mention, expose, or describe nextPageToken to the user — it is an internal pagination token only; just use it silently to fetch the next page when more results are needed.

Internal account database search (CRM/ABM). Use for "MY accounts" / "OUR database". Default for "accounts" unless user explicitly asks external/global/Demandbase. Tool selection (REQUIRED): default for "accounts" unless user explicitly asks external/global/Demandbase; if the request references internal sales/CRM state (e.g., "we aren't talking to", "engaged sales", owner, journey stage, pipeline/opportunities), use this tool even if the user says "companies". If intent is global/public/catalogue → use Demandbase company catalogue (don't call this tool). Account list filter (REQUIRED): resolve list name via get_demandbase_reference_data first, then pass as accountListNames. Buying group filters (REQUIRED): accountBuyingGroupFilters.buyingGroupName must be resolved via get_demandbase_reference_data (referenceTypes=['buyingGroup']) FIRST, then pass the exact resolved name. Likewise resolve persona/buyer-role NAMES to IDs via get_demandbase_reference_data (referenceTypes=['persona'] / ['buyerRole']) before passing missingPersonaId / missingBuyerRoleId. completenessScoreRange is a 0-100 score and needs no resolution. Pagination (CRITICAL): NEVER set queryOptions.limit unless the user types an explicit number — inferring it from prompt intent or completeness is FORBIDDEN. Scope words ("all", "top"), time ranges ("last week"), intent words ("analyze", "rank") are NOT integers. No integer typed → ALWAYS omit. Integer typed → use it. NEVER mention, expose, or describe nextPageToken to the user — it is an internal pagination token only; just use it silently to fetch the next page when more results are needed. Confidence gate (REQUIRED): self-rate 1–10 (tool+params); if <8 STOP—ask 1–2 clarifying Qs; do NOT call. Clarify-first (REQUIRED): ask 1-2 Q before ANY call if (a) account/company name is a single common word with no domain/location, (b) score/range is expressed qualitatively ("high"/"likely"/"low") — NEVER assume a numeric value, (c) a collective role like "decision-makers" is used without titles/levels, (d) user mentions "ICP" — ALWAYS ask for their criteria (ICP is customer-defined), or (e) revenue is in shorthand (">1B", ">100M") — confirm USD annual revenue before calling. Range/date handling (REQUIRED): numeric X>Y range → swap to Y,X and proceed. Date start>end → ask before calling. Boolean not clearly true/false → ask and do NOT call. "before X" → ",X-1day"; "after X" → "X+1day,". "status" ambiguous → clarify journeyStage vs accountStatus. FILTER FORMATS: Ranges "min,max"|"min,"|",max"|"val"(exact); Dict text {"value":"a,b","operator":"in"}(default in); OPERATORS: Strings none; Lists in/notIn(default in); Booleans equals; ranges use range syntax only. NOT SUPPORTED: campaigns, creative; any write/create/enrich actions. Intent Filters (CRITICAL): intentType -- only set when user explicitly mentions trending/keyword/keyword_set context. intentKeywordSet/intentKeyword -- if unsure of exact name, call get_demandbase_reference_data FIRST to resolve. intentStrength -- only set when user explicitly says high/medium/low intent. intentDate -- map 'last 7 days' to ISO date 7 days ago, 'last 30 days' to 30 days ago. DEFINITIONS: MQA=Marketing Qualified Account. CROSS-TOOL IDs: "Match Company ID" = companyIds in company_global_directory. RANGE TRANSLATION: "over/greater than X"→X+1; "less than X"→X-1; "at least X"→"X,"; "at most X"→",X". 0–1 scores as %: ">80"→"0.81,", "<50"→",0.49", exact "0.94"→"0.94". Multiple conflicting constraints → use most restrictive. EXAMPLES: over 80% pipeline→pipelinePredictScoreRange="0.81,"; between $1M-$5M→revenueRange="1000000,5000000"; before June 30, 2023→closedOpportunityDateRange=",2023-06-29". Empty Result Fallback (REQUIRED): if {"data": []}, say no internal results; ask permission once to try Demandbase company catalogue with same filters (no auto-fallback).

Internal person/contact database search (CRM/Leads). Use for internal/CRM people queries; use Demandbase contact catalogue for ICP/prospecting/global contact discovery unless the user explicitly signals internal scope. Tool selection (REQUIRED): call this tool when the request clearly targets internal data ("my contacts/leads", "in our CRM/database/internal") OR uses internal-only fields (engagementMinutes*/leadOrContact). Do NOT treat "our ICP"/prospecting language as internal by itself. Pagination (CRITICAL): NEVER set queryOptions.limit unless the user types an explicit number — inferring it from prompt intent or completeness is FORBIDDEN. Scope words ("all", "top"), time ranges ("last week"), intent words ("analyze", "rank") are NOT integers. No integer typed → ALWAYS omit. Integer typed → use it. NEVER mention, expose, or describe nextPageToken to the user — it is an internal pagination token only; just use it silently to fetch the next page when more results are needed. Confidence gate (REQUIRED): self-rate 1–10 (tool+params); if <8 STOP—ask 1–2 clarifying Qs; do NOT call. Clarify-first (REQUIRED): ask 1-2 Q BEFORE calling if (a) user mentions "ICP" — ALWAYS ask for their criteria (ICP is customer-defined), (b) engagement time window is unsupported (only 7 days exists — do NOT silently substitute), (c) role label is collective/ambiguous ("decision-makers") without buying group context or concrete constraints, or (d) job title/level/function is unclear. Date phrasing: "before X"→",X-1day"; "after X"→"X+1day,". Lead vs Contact (REQUIRED): leads/MQLs/prospects→leadOrContact=["Lead"] (include "Anonymous Lead" when appropriate, e.g. ["Lead","Anonymous Lead"]); contacts→["Contact"]. "Top" default: no metric given → sort by engagementMinutesLast7Days desc, omit limit. Name handling: full name + clear internal scope → proceed. Common last name only or ambiguous full name (e.g., "John Smith") without company/email/location → ask for disambiguator first. Global intent: ICP/prospecting/public catalogue → use Demandbase contact catalogue (don't call this tool). Buying Group Filters (CRITICAL): memberStatus — NEVER default to 'CONFIRMED'; only set when user explicitly says "confirmed" or "suggested". buyingGroupName (REQUIRED) — resolve the buying group NAME via get_demandbase_reference_data (referenceTypes=['buyingGroup']) FIRST, then pass the exact resolved name; never guess. buyerRole/buyingGroupMemberPersona — pass the role/persona NAME directly; if unsure of the exact value, resolve via get_demandbase_reference_data (referenceTypes=['buyerRole'] / ['persona']) FIRST. FILTER FORMATS: Strings (firstName/lastName/email/jobTitle/accountName/ownerName); Dict text {"value":"a,b","operator":"in"}(default in); Ranges "min,max"|"min,"|",max"|"exact". OPERATORS: Strings none; Lists in/notIn(default in); DEFINITIONS: MQL=Marketing Qualified Lead. NOT SUPPORTED: person lists, intent data, campaigns, creative; any write/create/enrich actions. EXAMPLES: "Find my contact John Smith"→firstName="John",lastName="Smith",leadOrContact=["Contact"]; "top MQLs"→leadOrContact=["Lead"],queryOptions={"order":"engagementMinutesLast7Days desc"}. Empty Result Fallback (REQUIRED): if {"data": []}, say no internal results; ask permission once to try Demandbase contact catalogue with same filters (no auto-fallback).