Skill Account Research

Account Research

When asked to research an account or contact, query the Customer Context Graph through the Clearskies MCP before responding. Do not rely on web search alone — real buyer context is in the graph.

What to pull

For an account:

• CRM data: deal stage, deal value, close date, owner, account health
• Call data: recent call transcripts, key topics discussed, commitments made, concerns raised
• Email data: recent email threads, response rates, last contact date
• Calendar data: upcoming meetings, recent meeting history
• Slack data: internal deal discussions, account channel activity, mentions

For a contact:

• Title, role, relationship history
• Their participation in calls and emails
• Any notes or context from CRM
• Recent activity signals

Output format