Account Research

anthropics/knowledge-work-plugins/sales/skills/account-research

by anthropicsae1513ea94dcb74a7f1505ddcf3b0ec3fab327f1No license27K starsListed Oct 9, 2026Updated Oct 9, 2026Repository updated today

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

FeaturedInstructions onlyResearch & AnalysisMarketing & Sales

Add to a SourceWeft workspace

  1. Open the skill in your dashboard and add it to a workspace.
  2. Enable it for the chats that should use it.

This skill is instructions only: it ships no scripts to execute.

Add to SourceWeft

You will be asked to sign in first, then taken straight to this skill.

Ask your agent to install it

Paste this prompt into Claude Code, Codex, Cursor or another agent that can run commands — or into SourceWeft chat. The agent reads this skill's install guide, shows you its source, license and scripts, and installs it with the SourceWeft CLI once you agree.

Read https://sourceweft.com/skills/gh-anthropics-knowledge-work-plugins-account-research-sales-skills-account-research-a297d49fcf53b483/install.md and install the skill it describes. Before installing, show me its source, license and whether it ships scripts, and wait for my OK. Ask me before changing anything else on my machine.

Read the install guide the agent follows

Install it yourself from a terminal

For Claude Code, Codex, Cursor and other local agents. The SourceWeft CLI fetches the skill from its source repository at the commit scanned here, and verifies every file against the hashes recorded when the skill was scanned. If anything differs, nothing is written.

npx @sourceweft/cli skills install @anthropics/account-research-sales-skills

Add --agent claude-code, codex, cursor or universal to choose which agent gets it (Claude Code by default).

Upstream installer — not verified by SourceWeft

The open-source skills installer fetches the same pinned commit, but does not check the files against the hashes SourceWeft recorded.

npx skills add https://github.com/anthropics/knowledge-work-plugins/tree/ae1513ea94dcb74a7f1505ddcf3b0ec3fab327f1/sales/skills/account-research

Source and attribution

Source:anthropics/knowledge-work-pluginsinsales/skills/account-researchat commitae1513e

License: No license

Content belongs to its original authors. SourceWeft indexes it from a public repository.

Report or request removal

More from anthropics/knowledge-work-plugins

Lead Triage

anthropics

Featured

Scores inbound HubSpot leads, ranks a call list with talking points, drafts follow-ups and proposes calendar slots.

Marketing & Sales27Kupdated today

Start

anthropics

Featured

Initializes a personal productivity system: task list, working memory files, and a dashboard.

Productivity & Workflow27Kupdated today

Call Prep

anthropics

Featured

Builds a one-page pre-call brief for an upcoming customer meeting, with attendees, account history and a call plan.

Productivity & Workflow27Kupdated today

Prospect

anthropics

Featured

Builds targeted account and contact prospect lists using Common Room's Prospector, with iterative refinement and web enrichment.

Marketing & Sales27Kupdated today

Competitive Brief

anthropics

Featured

Produces competitive analysis briefs covering competitor positioning, feature comparisons, win/loss patterns and market trends.

Business & Finance27Kupdated today

Ticket Deflector

anthropics

Featured

Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Awaiting classification27Kupdated today