Account Research
Sales & CRMby anthropics
2/3 audits passApache-2.0
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.
Account Research, published by Anthropic under Apache-2.0, teaches the agent to build a research brief on a target company and, optionally, a contact. It runs in six steps: ground the ICP, value proposition and competitors from what the organisation has provided; check the CRM first so the brief says prominently if the account is already owned by a colleague; research company basics, dated signals from the last six months, tech context and likely priorities, clearly labelled as inference; score ICP fit per dimension with evidence; write 2-3 specific, sourced outreach hooks; and finish with a recommended next step.
Its rules are strict about trust. Every value is cited, blank is distinguished from not queried, and email, enrichment and scraped pages are treated as untrusted data rather than instructions, so an action suggested by that content is shown to the user instead of performed. With no enrichment or web access it says so, fills sections only from what was uploaded and marks the rest unverified. The skill itself makes no CRM changes; logging and record creation are handed to other skills. It is for reps and founders preparing to prospect a new account.
In BusinessMCP the AI business analyst can follow this playbook using your workspace CRM for the ownership check, company enrichment for firmographics and live web research for recent signals.
What you can do with it
- Check whether a prospect is already owned in the CRM before outreach
- Collect dated funding, hiring and launch signals for an account
- Score an account against the ICP with cited evidence
- Draft two or three sourced hooks for a first email
Run it on your business data
Imported into BusinessMCP, Account Research becomes a playbook your AI business analyst applies to your CRM contacts, identified companies and their website visits.
Use Account Research in BusinessMCPInstall it in a coding agent
One command adds Account Research to your project.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill account-researchHow we vetted it
- Source
- anthropics/knowledge-work-plugins at da38ec1
- Licence
- Apache-2.0
- Security audits (skills.sh)
- Gen Agent Trust Hub: Pass · Socket: Pass · Snyk: Warn
- Bundled scripts
- None, instructions only
Checked 2026-09-25 against its skills.sh listing. How we vet skills
Related skills
All skillsCall Prep
Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions.
Cold Email
Write B2B cold emails and follow-up sequences that get replies. Use when the user wants to write cold outreach emails, prospecting emails, cold email campaigns, sales development emails, or SDR emails.
Competitive Intelligence
Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book.
Frequently asked questions
Does Account Research check the CRM?
Yes. Before researching, it looks up the account by name or domain and states prominently whether it is already owned and by whom, or is net new.
How does it handle scraped or enrichment content?
As untrusted data, never as instructions. Every value is cited to its source, and any action that such content asks for is shown to the user rather than taken.
How do I install Account Research?
Run `npx skills add anthropics/knowledge-work-plugins --skill account-research`, or import it from the BusinessMCP dashboard to use it as a playbook in your workspace.
Run Account Research against your whole business
Free plan, no credit card.
Use Account Research in BusinessMCP