generate-account-plan

generate-account-plan is a command for coding agents from anthropics/knowledge-work-plugins. It costs 6 tokens per session (689 once invoked), scanned A, original, Apache-2.0.

An account-planning command that combines company research, contact roles, recent activity, and sales signals into a strategic plan.

In plain words
What is it for?
Researching target companies, mapping stakeholders, reviewing engagement, and preparing account strategies.
Why use it?
It brings scattered account information together so sales teams can understand an opportunity and decide what to do next.

Command

Part of the common-room plugin — 5 skills, 2 commands shipped together

About the project

Knowledge Work Plugins is an open-source collection of Claude extensions organized around roles such as productivity, sales, and customer support. Each plugin combines role-specific guidance, connectors, commands, and sub-agents so knowledge workers can use Claude with their team’s tools and processes. The catalogue entries are examples of, or workflows from, this plugin collection.

anthropics/knowledge-work-plugins · 23,849 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add commands/anthropics/knowledge-work-plugins/generate-account-plan
Clone the repo
git clone --depth 1 https://github.com/anthropics/knowledge-work-plugins

Or install common-room, the plugin that ships this one along with the rest of its 5 skills, 2 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for generate-account-plan

README.md
[![agentmods](https://agentmods.dev/badge/commands/anthropics/knowledge-work-plugins/generate-account-plan.svg)](https://agentmods.dev/commands/anthropics/knowledge-work-plugins/generate-account-plan)
Your own site
<a href="https://agentmods.dev/commands/anthropics/knowledge-work-plugins/generate-account-plan"><img src="https://agentmods.dev/badge/commands/anthropics/knowledge-work-plugins/generate-account-plan.svg" alt="Measured on agentmods" height="20"></a>
Per session 6 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 689 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00006 $0.00689
Opus 5 $0.00003 $0.00345
Sonnet 5 $0.00001 $0.00138
Haiku 4.5 $0.00001 $0.00069

Measured yesterday against content hash 3a8dbc4a8ae7, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

generate-account-plan scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

partner-built/common-room/commands/generate-account-plan.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Generate a comprehensive account plan for "$ARGUMENTS".

Process

  1. Full account research — Follow the account-research skill to produce a complete account overview. Pull all available first-party (product), second-party (community), and third-party (intent) signals, CRM data, scores, and RoomieAI research.

  2. Stakeholder mapping — Fetch the top 5 contacts at this company sorted by member score descending. Classify each into: Champion, Economic Buyer, Influencer, End User, or Unknown. Use Spark persona data if available; if Spark is unavailable, infer from engagement patterns and activity recency. If no activity data exists either, classify as Unknown.

  3. Engagement analysis — Pull all organization activity for the last 90 days (up to 50 activities). Identify trends: is engagement growing, stable, or declining? Which contacts are most active? What channels are they engaging through?

  4. Web search (supplementary) — If CR data is rich, skip. If data is thin or the user requests it, search for recent company news (last 30 days): funding, acquisitions, product launches, leadership changes, competitive moves.

  5. Synthesis — Combine all data into a structured account plan. When the user's company context is available (see references/my-company-context.md), tailor the executive summary, opportunities, and action items to the user's product and ICP.

Output Format

## Account Plan: [Company Name]

### Executive Summary
[3-4 sentences: relationship status, key opportunity, primary risk, recommended priority]

### Account Overview
| Field | Value |
|-------|-------|
| Industry | ... |
| Size | ... |
| Domain | ... |
| CRM Owner | ... |
| Opp Stage | ... |
| ARR | ... |
| Scores | ... |

### Stakeholder Map

**Champions**
- [Name] — [Title] — [Key signals, last activity date]

**Economic Buyers**
- [Name] — [Title] — [Key signals]

**Influencers**
- [Name] — [Title] — [Key signals]

**End Users**
- [Name] — [Title] — [Key signals]

### Engagement Analysis
[Trend summary: growing/stable/declining, most active contacts, top channels, comparison to 90 days prior if data available]

### Recent News [If web search was run]
[Web search findings with sources and dates]

### Opportunities
1. [Signal-backed opportunity with specific next step]
2. ...

### Risks
1. [Signal-backed risk with mitigation]
2. ...

### Prioritized Action Items
1. [Specific action] — [Owner suggestion] — [Timeline]
2. ...
3. ...

Read the full file on GitHub · 76 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday First seen · 76 lines · 6 tokens per session scan A 3a8dbc4a8ae7

Subscribe to this mod's changes

generate-account-plan is a command published in the GitHub repository anthropics/knowledge-work-plugins (23,849 stars, last pushed 2d ago), licensed Apache-2.0. It adds 6 tokens to every session and 689 once invoked, about $0.0000 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.