Pre-Call Account Dossier
Walk into every discovery call already knowing the company, the moves, and the buyer's hot buttons
https://apidirect.io/mcp?token=YOUR_API_KEY
Build me a pre-call dossier on {company} before my discovery call with their {persona_title}
pre-call-account-dossier.
Any agent can also call get_skill(skill_id="pre-call-account-dossier") to pull these steps on demand.
What it does
A great discovery call is won in the prep. This skill chains a cited AI brief, recent web moves, the company's own posts, and the buyer's personal LinkedIn activity into a one-page dossier with ready-made rapport hooks.
Who it's for: AEs and founders prepping for discovery and demo calls
Inputs
| 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 | Head of Growth |
How your agent runs it
-
1
google_ai_mode(prompt="Summarize {company}: business model, recent news, and likely pain points")Capture a cited synthesized brief from reply_parts and reference_links as the dossier backbone.
-
2
search_web(query="{company} funding OR partnership OR product launch", include_ai_overview=true, time=month)Pull the last month of strategic moves plus the AI overview citations for fresh talking points.
-
3
search_linkedin_companies(query="{company}")Resolve the account to its numeric company_id and LinkedIn URL.
-
4
linkedin_company_posts(url=<company_url>)Read the company's own recent posts for the priorities and language they use about themselves.
-
5
search_linkedin(author_company=<company_id>, author_title={persona_title}, sort_by=most_recent, get_sentiment=true)Surface what your buyer is personally posting and feeling to mine specific rapport hooks.
Tools used
The full playbook
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 web moves, the company's own posts, and the buyer's personal LinkedIn activity into a one-page dossier with ready-made rapport hooks.
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>
- persona_title (optional): (optional — e.g. Head of Growth)
STEPS:
1. Tool `google_ai_mode` — google_ai_mode(prompt="Summarize <company>: business model, recent news, and likely pain points")
Capture a cited synthesized brief from reply_parts and reference_links as the dossier backbone.
2. Tool `search_web` — search_web(query="<company> funding OR partnership OR product launch", include_ai_overview=true, time=month)
Pull the last month of strategic moves plus the AI overview citations for fresh talking points.
3. Tool `search_linkedin_companies` — search_linkedin_companies(query="<company>")
Resolve the account to its numeric company_id and LinkedIn URL.
4. Tool `linkedin_company_posts` — linkedin_company_posts(url=<company_url>)
Read the company's own recent posts for the priorities and language they use about themselves.
5. Tool `search_linkedin` — search_linkedin(author_company=<company_id>, author_title=<persona_title>, sort_by=most_recent, get_sentiment=true)
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, stated priorities, and personalized rapport hooks for your <persona_title>
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.