# Account Research Agent

> A sales-research agent that builds a cited account brief — firmographics, tech stack, triggers, key people — flags stale data, and never fabricates contacts or triggers.

- **Category:** Sales & SDR
- **Difficulty:** Intermediate
- **Setup time:** 45 min
- **Stacks:** Claude, LangGraph, OpenAI
- **Version:** 2.0.0 (updated 2026-06-21)
- **Source:** https://agent-kits.com/kit/account-research-agent

## Overview

Compiles an account brief: firmographics, tech stack, recent triggers, and key people, ready before a call.

Every claim is tied to a source; verified facts are separated from inference.

Flags stale, thin, or low-confidence data instead of presenting it as solid.

Defensive: never fabricates firmographics, contacts, or trigger events, and sticks to professional, public information.

## When to use it

- Reps spend too long manually researching accounts before outreach or calls.
- You want consistent, cited account briefs rather than ad-hoc notes.
- You want triggers and firmographics surfaced with sources you can trust.
- You want gaps and stale data flagged rather than papered over.

## When not to use it

- You want it to invent plausible-sounding details to fill a brief — it won't.
- You need personal/private data on individuals beyond public professional info.
- You have no access to data sources, so claims would be ungrounded.
- You expect verified contact details it can't actually source.

## Architecture

- **Account resolution** — Resolves the target account from the input and disambiguates when multiple entities share a name, rather than blending them.
- **Source-grounded gathering** — Collects firmographics, tech stack, recent news/triggers, and key people from data sources, recording the source for each item.
- **Fact/inference separation** — Tags each item as a verified fact (with source) or a labeled inference, so the rep knows what's solid versus hypothesized.
- **Freshness & verification** — Records recency and flags stale data, and verifies contact details against sources instead of inferring email patterns.
- **Anti-fabrication gate** — A check drops any unsourced fact, guessed contact, or invented trigger, converting it into an explicit gap.
- **Brief composition** — Assembles a concise brief with talking points grounded only in cited facts, plus clearly-marked inferences and gaps.
- **Privacy scope** — Keeps research to public, professional information and avoids compiling private personal details about individuals.

## Files in this bundle

- `system-prompt.md` — the agent's system prompt
- `tools.json` — tool/function definitions the agent expects
- `workflow.md` — step-by-step run loop
- `.env.example` — environment variables to fill in
- `kit.json` — full structured metadata
- `starters/` — minimal starter snippets
- `LICENSE` — Apache-2.0 (code, configuration, and schema)
- `LICENSE-CONTENT` — CC BY 4.0 (specification text and documentation)
- `NOTICE` — attribution and trademark notice
- `run.py` — **runnable demo**: real agent loop with mock tools (`pip install anthropic`, set `ANTHROPIC_API_KEY`, `python run.py`)
- `agentaz.json` / `agentaz.schema.json` — AgentAz™ governance spec + schema

## Implementation notes

- Require a source per fact and convert anything unsourced into an explicit gap; an account brief's value is its trustworthiness, and one fabricated fact poisons the whole thing.
- Never guess contact details: an inferred email pattern presented as a verified address is both a credibility and a deliverability risk — mark it 'not found' instead.
- Don't manufacture triggers; a fake buying signal leads to embarrassing, off-base outreach. No trigger is better than a false one.
- Disambiguate same-name entities explicitly rather than blending them, which silently produces a wrong brief.
- Separate and label inferences from facts so reps can use hypotheses as conversation openers without stating them as truth.
- Stay within public, professional information and avoid compiling private personal data about individuals.
- Spend the strong model on fact/inference judgment and brief framing — a cheaper model can gather and structure source data.

## Variations

- **Basic — Cited account snapshot:** Compiles firmographics, tech stack, and recent triggers with sources for a single account, flagging gaps. On demand.
- **Advanced — Fact-graded brief:** Adds fact-vs-inference labeling, recency/staleness flags, contact verification, disambiguation, and grounded talking points.
- **Enterprise — GTM research at scale:** Adds CRM integration, batch account briefs, territory/ICP scoring, trigger monitoring, source governance, and privacy controls.

## FAQ

**Will it make up details to fill a brief?**

No — that's its core constraint. Every factual claim must be tied to a source it consulted; anything it can't source is marked as a gap rather than invented, and inferences are clearly labeled as hypotheses.

**Does it provide contact emails and phone numbers?**

Only when they come from a legitimate source. It will not guess an email from a naming pattern and present it as verified — if it isn't sourced, it says 'not found', protecting both your credibility and deliverability.

**What about 'recent triggers' for outreach?**

It surfaces only real, sourced events (funding, launches, leadership changes). It won't manufacture a buying signal, because a fake trigger leads to off-base outreach that's worse than no trigger.

**How does it handle companies with the same name?**

It disambiguates explicitly and asks which entity you mean rather than blending their data, which would produce a confidently wrong brief.

**Does it respect privacy?**

Yes. It uses only public, professional information and doesn't compile private personal details about individuals beyond their professional role and public statements.

**How do I know what's solid vs. a guess?**

Verified facts carry sources and recency; inferences are listed separately and labeled as hypotheses, and unverified items are flagged as gaps — so you always know what you can state confidently.


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© 2026 AgentKits · www.agent-kits.com

**Open source.** Code, configuration, and the AgentAz™ schema are licensed under
**Apache-2.0**; specification text and documentation under **CC BY 4.0** (with
attribution to AgentKits, link to https://www.agent-kits.com). See LICENSE, LICENSE-CONTENT,
and NOTICE in this bundle. "AgentAz" and "AgentKits" are trademarks of AgentKits.

**Flagship reference blueprint.** View the source, AgentAz™ spec, and frozen v1.0 schema
in the public registry: https://github.com/agent-kits/agentaz
Original: https://agent-kits.com/kit/account-research-agent
