All skills
webnewslinkedin Lead Generation & Sales

Pre-Call Account Dossier

Walk into every discovery call already knowing the company, its latest moves across web and news, and the buyer's hot buttons

Run this skill with your agent
1. Connect the MCP server
https://apidirect.io/mcp?token=YOUR_API_KEY
2. Then ask your agent — name the skill so it runs this exact playbook
Use the pre-call-account-dossier skill: Build me a pre-call dossier on {company} before my discovery call with their {persona_title}
Naming the skill (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.

What it does

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

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; 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

How your agent runs it

  1. 1
    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. 2
    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}.

  3. 3
    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. 4
    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. 5
    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. 6
    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.

Delivers: 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}.

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 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.