Account Intelligence Brief

import os, requests

SF   = os.environ["SALESFORCE_INSTANCE"]
SF_T = os.environ["SALESFORCE_ACCESS_TOKEN"]
MV_K = os.environ["MAVERA_API_KEY"]
SF_H = {"Authorization": f"Bearer {SF_T}"}

def sf_query(soql):
    r = requests.get(f"https://{SF}/services/data/v66.0/query", headers=SF_H, params={"q": soql})
    r.raise_for_status()
    return r.json()["records"]

aid = "0015e000001XyZa"
acct = sf_query(f"SELECT Name, Industry, AnnualRevenue, NumberOfEmployees, Description FROM Account WHERE Id = '{aid}'")[0]
contacts = sf_query(f"SELECT Name, Title FROM Contact WHERE AccountId = '{aid}' ORDER BY CreatedDate DESC LIMIT 10")
tasks = sf_query(f"SELECT Subject, Description, ActivityDate FROM Task WHERE AccountId = '{aid}' ORDER BY ActivityDate DESC LIMIT 10")

contact_block = "\n".join(f"- {c['Name']} ({c.get('Title', 'N/A')})" for c in contacts)
task_block = "\n".join(f"- [{t.get('ActivityDate', 'N/A')}] {t.get('Subject', '')}: {(t.get('Description') or '')[:200]}" for t in tasks)

prompt = f"""Research this account and produce an AE-ready intelligence brief.

ACCOUNT: {acct['Name']} | {acct.get('Industry', 'N/A')} | ${acct.get('AnnualRevenue', 'N/A')} | {acct.get('NumberOfEmployees', 'N/A')} employees
Description: {acct.get('Description', 'N/A')}

KEY CONTACTS
{contact_block}

RECENT ACTIVITY
{task_block}

Produce: 1) Company overview & news 2) Industry trends 3) Competitive landscape 4) Messaging angles 5) Discovery questions"""

brief = requests.post(
    "https://app.mavera.io/api/v1/mave/chat",
    headers={"Authorization": f"Bearer {MV_K}", "Content-Type": "application/json"},
    json={"message": prompt},
).json()

print(brief.get("content", ""))
print(f"Sources: {len(brief.get('sources', []))}")

const SF   = process.env.SALESFORCE_INSTANCE;
const SF_T = process.env.SALESFORCE_ACCESS_TOKEN;
const MV_K = process.env.MAVERA_API_KEY;

async function sfQuery(soql) {
  const res = await fetch(
    `https://${SF}/services/data/v66.0/query?q=${encodeURIComponent(soql)}`,
    { headers: { Authorization: `Bearer ${SF_T}` } }
  );
  return (await res.json()).records;
}

const aid = "0015e000001XyZa";
const [acct] = await sfQuery(`SELECT Name, Industry, AnnualRevenue, NumberOfEmployees, Description FROM Account WHERE Id = '${aid}'`);
const contacts = await sfQuery(`SELECT Name, Title FROM Contact WHERE AccountId = '${aid}' ORDER BY CreatedDate DESC LIMIT 10`);
const tasks = await sfQuery(`SELECT Subject, Description, ActivityDate FROM Task WHERE AccountId = '${aid}' ORDER BY ActivityDate DESC LIMIT 10`);

const contactBlock = contacts.map((c) => `- ${c.Name} (${c.Title || "N/A"})`).join("\n");
const taskBlock = tasks.map((t) => `- [${t.ActivityDate || "N/A"}] ${t.Subject}: ${(t.Description || "").slice(0, 200)}`).join("\n");

const prompt = `Research this account and produce an AE-ready intelligence brief.
ACCOUNT: ${acct.Name} | ${acct.Industry || "N/A"} | $${acct.AnnualRevenue || "N/A"} | ${acct.NumberOfEmployees || "N/A"} employees
KEY CONTACTS\n${contactBlock}\nRECENT ACTIVITY\n${taskBlock}
Produce: 1) Overview & news 2) Industry trends 3) Competitive landscape 4) Messaging angles 5) Discovery questions`;

const brief = await fetch("https://app.mavera.io/api/v1/mave/chat", {
  method: "POST",
  headers: { Authorization: `Bearer ${MV_K}`, "Content-Type": "application/json" },
  body: JSON.stringify({ message: prompt }),
}).then((r) => r.json());

console.log(brief.content);
console.log(`Sources: ${(brief.sources || []).length}`);