> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavera.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Intelligence Brief

> Pull Account fields, Contacts, and Tasks/Notes from Salesforce, send to Mave Agent, and get a cited research brief with competitive context and messaging recommendations

## Scenario

Account executives spend 30+ minutes researching each account before a call. This job pulls Account fields (industry, revenue, employee count, description), related Contacts, and recent Tasks/Notes via SOQL, then sends everything to Mave Agent. The output is a cited research brief with competitive context, industry trends, and messaging recommendations — ready in seconds.

## Architecture

```mermaid theme={"dark"}
flowchart LR
    A["Salesforce Account + Contacts + Tasks/Notes"] --> B[Compose prompt] --> C["POST /api/v1/mave/chat"] --> D[AI Research Brief]
```

## Code

<CodeGroup>
  ```python Python theme={"dark"}
  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', []))}")
  ```

  ```javascript JavaScript theme={"dark"}
  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}`);
  ```
</CodeGroup>

## Example Output

```text theme={"dark"}
## Acme Corp — Manufacturing | $120M Revenue | 850 Employees

### Company Overview
Acme Corp is expanding into European markets. Recent press highlights a
new Stuttgart facility and a $15M Series D focused on supply chain digitization.

### Industry Trends
- IoT-driven predictive maintenance investments up 23% YoY
- EU ESG reporting mandates require new compliance tooling
- Labor shortages accelerating automation spend

### Competitive Landscape
Current vendors: SAP (ERP), Tableau (analytics). Recent RFP activity
suggests dissatisfaction with reporting capabilities.

### Messaging Recommendations
1. Lead with speed-to-value — VP Eng responded to POC speed last cycle
2. Emphasize EU compliance given Stuttgart expansion
3. Avoid per-seat pricing framing — CFO flagged this

### Discovery Questions
- "How is the Stuttgart expansion changing your reporting requirements?"
- "What's your timeline for EU ESG compliance tooling?"

Sources: 4
```

<Check>
  Mave automatically cites its sources. Store the `sources` array alongside the brief so AEs can verify claims.
</Check>

***

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