account-research

Account Research

Research companies, organizations, and account context before taking action.

Tools In This Skill

AddOrganizationsToList

Add organizations to an existing list.

Accepts Sumble organization IDs and/or slugs. Returns
which were added and which failed.

WORKFLOW — when a user provides company names/URLs:
1. Call match_organizations to resolve them to Sumble
   IDs.
2. Call add_organizations_to_list with the matched IDs
   (use the "id" field from each match result).

If you already have Sumble org IDs (from a SQL query,
find_organizations, or another API call), skip step 1
and pass them directly as organization_ids.

Args:
    reason: Why you are calling this tool.
    list_id: The organization list ID (from
        list_organization_lists or
        create_organization_list).
    organization_ids: Sumble organization IDs to add.
    organization_slugs: Sumble organization slugs to
        add (resolved server-side).

Inputs:

• reason (string, required)
• list_id (integer, required)
• organization_ids (unknown)
• organization_slugs (unknown)

CreateOrganizationList

Create a new organization list.

Returns the new list's id and name. Use
add_organizations_to_list to populate it afterward.
Share the list url with the user so they can view it in the dashboard.

WORKFLOW — when a user provides company names/URLs:
1. Call match_organizations to resolve them to Sumble
   IDs.
2. Call create_organization_list to make the list.
3. Call add_organizations_to_list with the matched IDs.

If you already have Sumble org IDs (from a SQL query,
find_organizations, or another API call), skip step 1
and use those IDs directly.

Always ask the user for the list name to use. If you
have a good guess for the name, you can suggest it in the prompt,

Args:
    reason: Why you are calling this tool.
    name: Name for the new list.