bdr_account_research

The one-call orchestrator for the BDR account brief. Reads the tenant’s account_research configuration, derives in-scope use cases, and pulls 10-K extracts, employee LinkedIn footprint, intent signals, and AI-scored prospects in parallel. Ships everything plus an inline render_spec that defines how the agent should render the brief.

When to use it

Whenever the user asks to:

• “Generate a report on X.”
• “Research account Y.”
• “Build a BDR brief for Z.”
• Or mentions a company domain alongside use cases, intent signals, or 10-K context.

Inputs

Parameter	Type	Required	Description
company_website	string	Yes	Target company website (e.g. "capitalone.com").
tenant_id	string	Yes	Tenant whose configuration drives keyword choice and prospecting enablement.
company_linkedin_url	string	No	Required for the LinkedIn footprint section and for AI prospecting.
include_prospects	boolean	No	Skip the prospecting run when false. Default true.
signals_since	string	No	ISO date floor for signals (e.g. "2025-01-01").
signals_limit	integer	No	Row cap for the signals pull. Default 100.
filings_limit	integer	No	Filings to consider. Default 1 (most recent).
footprint_limit	integer	No	Row cap for the footprint pull. Default 30.

Returns

One JSON envelope containing tenant config + derived use cases, 10-K extracts, LinkedIn footprint, intent signals, AI-scored prospects (when enabled), an inline render_spec, and a flat datasets map.

datasets holds dataset IDs for each section (filings_10k, linkedin_footprint, intent_signals, prospects) the agent can slice further via query_datasets without re-running this tool.

Prospecting is asynchronous (1–3 minutes). When it hasn’t finished within the per-call budget the response carries status="still_running". Re-call this tool with the same arguments to resume.

Notes

• The narrow building-block tools are still available for follow-ups: query_company_filings, query_employee_footprint, query_intent_signals, ai_prospecting.
• For the rendering contract that turns this envelope into a customer-facing report, see the bdr-account-research skill.