Corporate ownership intelligence for AI agents: parent companies, PE backing, corporate families, and portfolio siblings via MCP.
Skill Claude CodeCodex
Find warm expansion targets from an existing customer's ownership graph. Use when the user has closed or is close to closing an account and wants to know who else they can sell to through the same parent company or PE firm. Triggers on phrases like "who else can we sell to", "expansion targets", "sister companies"…
Skill Claude CodeCodex
Enrich a list of companies in place with parent company and PE ownership columns, returned as a file the user can drop back into their CRM or spreadsheet. Use when the user hands over a CSV or spreadsheet of accounts and wants ownership data appended. Triggers on "enrich this list", "add parent company", "which of…
Skill Claude CodeCodex
Map a private equity firm's full portfolio and score it against the user's existing account coverage. Use when the user names a PE firm and wants to see everything it holds, or wants to find whitespace in a portfolio they're already partly selling into. Triggers on "portfolio", "what does [firm] own", "coverage gap"…