Walk into every discovery call already knowing the company, its latest moves across web and news, and the buyer's hot buttons
https://apidirect.io/mcp?token=YOUR_API_KEY
Use the pre-call-account-dossier skill: Build me a pre-call dossier on {company} before my discovery call with their {persona_title}
pre-call-account-dossier) makes your agent run this exact playbook instead of improvising its own searches.
In clients that support MCP prompts (Claude Desktop, Claude Code, Cursor) it also appears as a prompt named
pre-call-account-dossier, and any agent can call
get_skill(skill_id="pre-call-account-dossier") directly.
A great discovery call is won in the prep. This skill chains a cited AI brief, recent strategic moves from both web and news, the company's own LinkedIn posts, and the buyer's personal LinkedIn activity into a one-page dossier with ready-made rapport hooks. Pick which sources run and how far back to look.
Who it's for: AEs and founders prepping for discovery and demo calls
| Input | Required | Description | Example |
|---|---|---|---|
company |
Yes | The account you're about to call | Acme Corp |
persona_title |
No | Title of the person you'll be on the call with; used to filter the buyer's personal LinkedIn posts | Head of Growth |
platforms |
No | Comma-separated list of platforms to run — options: web, news, linkedin. Omit to run all of them; name specific platforms to limit the run. | web, news, linkedin |
freshness |
No | How far back the web moves search looks (maps to search_web time). Defaults to month. | month |
country |
No | Two-letter country code to localize the AI brief, web, and news results for non-US accounts | us |
google_ai_mode(prompt="Summarize {company}: business model, recent news, and likely pain points")
Always run — the synthesis backbone. Capture a cited brief from reply_parts and reference_links as the dossier spine, localized via {country}.
search_web(query="{company} funding OR partnership OR product launch", include_ai_overview=true, time=month)
Only run if {platforms} includes web: pull recent strategic moves plus the AI overview citations for fresh talking points, scoped to {freshness}.
search_news(query="{company} funding OR partnership OR launch OR executive", time_published=7d)
Only run if {platforms} includes news: pull authoritative recent press for citeable, dateable moves that confirm or sharpen the web findings.
search_linkedin_companies(query="{company}")
Only run if {platforms} includes linkedin: resolve the account to its numeric company_id and LinkedIn URL for the next two steps.
linkedin_company_posts(url=<company_url>)
Only run if {platforms} includes linkedin: read the company's own recent posts for the priorities and language they use about themselves.
search_linkedin(author_company=<company_id>, author_title={persona_title}, sort_by=most_recent, get_sentiment=true)
Only run if {platforms} includes linkedin and a {persona_title} is given: surface what your buyer is personally posting and feeling to mine specific rapport hooks.
google_ai_mode
search_web
search_news
search_linkedin_companies
linkedin_company_posts
search_linkedin
This is exactly what the MCP returns to your agent (via the pre-call-account-dossier prompt or get_skill tool), with your inputs filled in.
SKILL: Pre-Call Account Dossier
A great discovery call is won in the prep. This skill chains a cited AI brief, recent strategic moves from both web and news, the company's own LinkedIn posts, and the buyer's personal LinkedIn activity into a one-page dossier with ready-made rapport hooks. Pick which sources run and how far back to look.
You are running this skill on API Direct via its MCP tools. Execute the steps below yourself by calling the named tools in order — values in <angle brackets> come from a previous step. Then deliver the result described at the end.
INPUTS:
- company (required): <company — ASK THE USER>
The account you're about to call
- persona_title (optional): (optional — e.g. Head of Growth)
Title of the person you'll be on the call with; used to filter the buyer's personal LinkedIn posts
- platforms (optional): (optional — e.g. web, news, linkedin)
Comma-separated list of platforms to run — options: web, news, linkedin. Omit to run all of them; name specific platforms to limit the run.
- freshness (optional): month (default — override if you like)
How far back the web moves search looks (maps to search_web time). Defaults to month.
- country (optional): (optional — e.g. us)
Two-letter country code to localize the AI brief, web, and news results for non-US accounts
PLATFORM SELECTION: some steps are gated with "Only run if {platforms} includes X". If the user supplied a `platforms` value, run only the steps whose platform is listed. If the user did NOT supply `platforms`, run ALL steps — every platform the skill supports.
STEPS:
1. Tool `google_ai_mode` — google_ai_mode(prompt="Summarize {company}: business model, recent news, and likely pain points")
Always run — the synthesis backbone. Capture a cited brief from reply_parts and reference_links as the dossier spine, localized via {country}.
2. Tool `search_web` — search_web(query="{company} funding OR partnership OR product launch", include_ai_overview=true, time=month)
Only run if {platforms} includes web: pull recent strategic moves plus the AI overview citations for fresh talking points, scoped to month.
3. Tool `search_news` — search_news(query="{company} funding OR partnership OR launch OR executive", time_published=7d)
Only run if {platforms} includes news: pull authoritative recent press for citeable, dateable moves that confirm or sharpen the web findings.
4. Tool `search_linkedin_companies` — search_linkedin_companies(query="{company}")
Only run if {platforms} includes linkedin: resolve the account to its numeric company_id and LinkedIn URL for the next two steps.
5. Tool `linkedin_company_posts` — linkedin_company_posts(url=<company_url>)
Only run if {platforms} includes linkedin: read the company's own recent posts for the priorities and language they use about themselves.
6. Tool `search_linkedin` — search_linkedin(author_company=<company_id>, author_title={persona_title}, sort_by=most_recent, get_sentiment=true)
Only run if {platforms} includes linkedin and a {persona_title} is given: surface what your buyer is personally posting and feeling to mine specific rapport hooks.
DELIVER: A one-page pre-call dossier covering the company's model, recent moves (web + news), stated priorities, and personalized rapport hooks for your {persona_title} — scoped to the sources you choose via {platforms}.
Note: each underlying tool call is billed at its normal endpoint price; get_sentiment adds a small per-page surcharge. Page through results as needed but stop once you have enough to deliver the outcome.
Intercept people publicly complaining about a competitor — on LinkedIn, X and Reddit — the moment they post.
Turn fresh job posts that imply a tooling gap into ranked accounts, the internal budget owner, and a cross-platform talking point.
Catch companies the week they raise — when budgets are fresh and buyers are saying yes