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Skills · SkillBusiness & OpsResearch & AnalysisSales & CRMWeb researchReviewed

account-research

Researches a target company and optionally a contact: overview, recent news, likely priorities and fit against your ICP, cross-checked with CRM records.

Kind
Skill
Works with
Claude Code
Source
Claude knowledge-work plugins @ 2574e29377c7
Path
sales/skills/account-research/SKILL.md
Jobs
Documentation
Topics
Sales & CRM, Web research

Credit

Made by
anthropics
Original
github.com/anthropics/knowledge-work-plugins/blob/2574e29377c…
License
Apache-2.0

Listed by Skill Manifest; not made by us.

InstallInstall it from a plugin marketplace.
claude plugin install sales@knowledge-work-plugins
Install factsScanned 2 Nov 2026
Adds
  • .claude/skills/account-research/ (the skill folder)
Runs scripts
None found
Uses the network
None found
Needs secrets
None found
Source revision
2574e29377c7
Licence
Apache-2.0
Last activity
1 Nov 2026
Review
Reviewed

Found by a static scan of the stored text; nothing is run. “None found” is not a guarantee, so read what you install before you run it.

  • Only the main file is read; other files in the folder are not scanned
# Account Research

**Rules (apply to every step of this skill):**
- Work silently between tool calls and batch independent reads. When the user asks for an action (update a record, send an email, post to chat, book a meeting), take it through the connector. When the skill suggests a change the user did not ask for, show the change and its evidence and let the user decide. Permissions live in each connector's own settings (allow, ask or block per tool): never add a restriction the connector does not impose, and never refuse an action the user asked for on the plugin's own authority.
- Ground field, stage and picklist names on the live CRM's own schema. Never assume one vendor's shapes on another.
- Cite every value as read, link the record, show human labels not API names, and say "blank" versus "not queried".
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