Initial commit: prospecting agent loop MVP
Closed-loop account-intelligence system: harvest -> relevance filter vs. Capability Library -> synthesize -> score -> deliver -> feedback. - 40-capability Broadcom + VMware library - Live Exa.ai news connector with hard free-plan request ceilings - Provider-agnostic LLM layer (Gemini/Anthropic) with offline mock fallback - LLM confidence wired into composite scoring + low-confidence floor - 7-account pilot list Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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sales-agent/data/capabilities.placeholder.json
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sales-agent/data/capabilities.placeholder.json
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{
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"version": "0.1.0-mvp",
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"lastUpdated": "2026-06-22",
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"capabilities": [
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{
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"id": "cap_financial_close",
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"name": "Automated Financial Close Module",
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"description": "Automates month-end and quarter-end close, reducing cycle time and manual reconciliation errors across multiple entities.",
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"businessProblems": [
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"Manual financial close taking 10+ days",
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"Audit findings related to reconciliation errors",
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"Controller or CFO unable to scale without adding headcount",
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"Recent ERP migration or acquisition creating reporting gaps"
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],
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"buyingSignals": [
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"Hiring for financial reporting or accounting manager roles",
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"CFO or Controller posts about process improvement or modernization",
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"Press release about acquisition (new entity to consolidate)",
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"Mention of close process or reconciliation challenges in earnings calls",
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"Job descriptions mentioning reduce close cycle time or multi-entity consolidation"
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],
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"antiSignals": [
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"Already purchased this module per CRM",
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"Recent competitor win logged in CRM"
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],
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"targetBuyer": {
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"titles": ["CFO", "Controller", "VP Finance", "Head of Accounting"],
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"departments": ["Finance", "Accounting"]
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},
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"keywords": ["close", "reconciliation", "consolidation", "month-end", "audit", "ERP", "controller", "multi-entity", "acquisition"]
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},
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{
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"id": "cap_workflow_automation",
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"name": "Workflow Automation Suite",
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"description": "Eliminates manual handoffs across operational processes, automating repetitive review-and-approve workflows end to end.",
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"businessProblems": [
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"Manual handoffs between departments slowing throughput",
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"Headcount growth required just to keep up with volume",
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"Inconsistent process execution and error rates",
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"Post-merger process fragmentation"
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],
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"buyingSignals": [
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"Executive posts about eliminating manual work or automation",
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"Hiring operations or automation roles",
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"Merger or rapid growth increasing transaction volume",
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"Job descriptions mentioning reduce manual intervention or automate workflows"
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],
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"antiSignals": [
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"Already purchased automation suite per CRM",
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"Just signed with a competing automation platform"
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],
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"targetBuyer": {
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"titles": ["COO", "VP Operations", "Director of Operations", "Head of RevOps"],
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"departments": ["Operations", "Revenue Operations"]
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},
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"keywords": ["automation", "manual", "handoff", "workflow", "operations", "throughput", "prior authorization", "claims", "process"]
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},
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{
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"id": "cap_analytics_platform",
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"name": "Unified Analytics & Reporting Platform",
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"description": "Consolidates fragmented data sources into a single reporting layer with self-serve dashboards and governed metrics.",
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"businessProblems": [
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"Data scattered across systems with no single source of truth",
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"Leadership lacks real-time visibility into KPIs",
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"Analysts spend more time wrangling data than analyzing it",
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"Reporting gaps after a system migration or merger"
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],
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"buyingSignals": [
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"Hiring data analysts, BI, or analytics engineering roles",
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"Executive posts about data-driven decisions or visibility",
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"Mentions of building a data warehouse or single source of truth",
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"Job descriptions mentioning consolidate reporting or dashboards"
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],
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"antiSignals": [
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"Already purchased analytics platform per CRM",
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"Standardized on a competing BI tool recently"
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],
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"targetBuyer": {
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"titles": ["CDO", "VP Data", "Head of Analytics", "CIO"],
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"departments": ["Data", "IT", "Analytics"]
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},
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"keywords": ["analytics", "reporting", "dashboard", "data warehouse", "BI", "visibility", "single source of truth", "KPI", "metrics"]
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},
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{
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"id": "cap_compliance_suite",
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"name": "Compliance & Audit Management Suite",
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"description": "Centralizes controls, evidence collection, and audit workflows to reduce compliance risk and audit prep effort.",
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"businessProblems": [
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"Manual, spreadsheet-driven audit preparation",
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"Expanding regulatory scope after entering new markets",
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"Audit findings or material weaknesses disclosed",
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"Compliance team cannot scale with the business"
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],
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"buyingSignals": [
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"Hiring compliance, internal audit, or GRC roles",
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"Regulatory filing disclosing control weaknesses",
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"Press release about entering regulated markets",
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"Executive posts about risk, controls, or governance"
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],
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"antiSignals": [
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"Already purchased compliance suite per CRM"
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],
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"targetBuyer": {
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"titles": ["Chief Risk Officer", "VP Compliance", "Head of Internal Audit", "General Counsel"],
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"departments": ["Risk", "Compliance", "Legal"]
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},
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"keywords": ["compliance", "audit", "controls", "risk", "regulatory", "governance", "GRC", "material weakness", "SOX"]
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},
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{
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"id": "cap_revenue_intelligence",
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"name": "Revenue Intelligence & Forecasting",
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"description": "Applies AI to pipeline and activity data to improve forecast accuracy and surface at-risk deals.",
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"businessProblems": [
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"Forecast accuracy is poor and reactive",
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"Sales leaders lack visibility into deal health",
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"Rapid sales-team growth straining forecasting process",
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"CRM data quality undermining planning"
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],
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"buyingSignals": [
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"Hiring RevOps, sales operations, or sales enablement roles",
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"CRO or VP Sales posts about forecast accuracy or pipeline",
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"Funding round driving aggressive sales scaling",
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"Job descriptions mentioning forecasting or pipeline management"
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],
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"antiSignals": [
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"Already purchased revenue intelligence per CRM"
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],
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"targetBuyer": {
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"titles": ["CRO", "VP Sales", "Head of RevOps", "VP Sales Operations"],
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"departments": ["Sales", "Revenue Operations"]
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},
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"keywords": ["forecast", "pipeline", "revenue", "sales", "RevOps", "quota", "deal", "funding", "scaling"]
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}
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],
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"bundleSignals": [
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{
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"capabilityIds": ["cap_financial_close", "cap_workflow_automation"],
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"description": "Post-acquisition consolidation + manual handoff pain often pairs close automation with workflow automation."
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}
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],
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"globalAntiSignals": [
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"Competitor X displacement win logged in CRM within 90 days"
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]
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}
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