account-research

Retrieve and synthesize account information from Common Room into structured briefs.

3|1|Updated Feb 19, 2026
One-click install
npx skills add https://github.com/common-room/claude-plugin --skill account-research
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: account-research
Source: https://github.com/common-room/claude-plugin/tree/main/skills/account-research
Command: npx skills add https://github.com/common-room/claude-plugin --skill account-research

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Retrieve and synthesize account information from Common Room to enable fast, accurate account research for outreach, engagement planning, and opportunity discovery.

Core Features & Use Cases

  • Full account overviews: Retrieve comprehensive accounts data, including scores, CRM fields, and summary research.
  • Targeted questions: Answer ownership, signals, or specific attributes without pulling unnecessary data.
  • Structured output for context switching: Provide ready-to-consume briefs for sales, success, and product teams.

Quick Start

Ask Claude to pull all available data for the account example.com and generate a concise briefing.

Frequently Asked Questions about account-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I retrieve Common Room account data and summarize it for outreach?

Retrieve Common Room account data by requesting full overviews that synthesize scores, CRM fields, and summary research into structured, actionable briefs for outreach and engagement planning.

How do I answer specific account ownership or signal questions without pulling unnecessary CRM data?

Answer targeted account questions by querying specific Common Room field groups like ownership or signals, retrieving only the required attributes instead of generating a full account overview.

Can I combine MCP data with LLM reasoning for account research?

Yes, you can combine MCP data with LLM reasoning to synthesize sparse-data cases, leveraging the Common Room object catalog to fetch field groups and return structured output for decision making.

What is the best way to research accounts with sparse data in Common Room?

Research sparse-data accounts by leveraging the Common Room object catalog to fetch available field groups, combining MCP data with LLM reasoning to fill gaps and synthesize actionable insights.

Does account research work for generating briefs across sales, success, and product teams?

Yes, account research provides ready-to-consume structured output and concise briefs specifically formatted for context switching across sales, success, and product teams.

What limitations exist when querying top contacts and scores from Common Room accounts?

Limitations depend on available field groups in the Common Room object catalog; if sparse data exists for top contacts or scores, the output relies heavily on LLM reasoning to synthesize incomplete information.