Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
A direct command skips the review prompt. Inspect the source before running it.
Use whenever the user wants to find, shortlist, vet, or enrich US accounting and tax firms (CPA firms) — financial-statement audit, SOC 1/2 audit, corporate tax, bookkeeping for businesses, advisory/fractional CFO, M&A diligence, 409A valuations, R&D tax credits, IPO readiness, sales-and-use tax. Triggers on "find me a CPA firm for our delaware c-corp series A audit", "shortlist three audit firms with SaaS experience", "we need a tax advisor for our M&A", or "pull contact info for these 10 accounting firm domains", even when described indirectly (audit our books, fractional CFO support, file our 1120). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip personal/consumer tax preparation (1040, individual estate, retirement planning), in-house controller/CFO hires, "how do I file my taxes" DIY questions, accounting-software comparisons (QuickBooks vs Xero), non-US firms, individual freelance bookkeepers.
Drive the ServiceGraph API (https://api.servicegraph.co) to find,
shortlist, and enrich US business-to-business accounting and tax
firms (CPA firms) via the pro_services dataset.
The catalog is B2B-only. Personal tax prep (individual 1040s,
retirement planning, individual estate planning, personal bookkeeping
for freelancers) is out of scope — those firms were filtered during
the catalog audit.
Always pin industry:accounting_tax. Sub-services (audit, tax,
bookkeeping, advisory, M&A diligence, 409A, R&D credits, etc.) are
NOT separate tags — industry:accounting_tax is the most specific
structured level — so practice-area specialization is a keyword
substring search on firm text.
Any HTTP client works (curl, fetch, requests). Examples below use curl.
When NOT to use this skill
Personal/individual tax matters: 1040 prep, IRA/Roth conversions, personal estate planning, "what should I do with my refund".
Bookkeeping for a freelancer or solo creator's personal income.
the ServiceGraph MCP server (https://mcp.servicegraph.co) loaded in
your harness — this plugin's .mcp.json wires it up; OAuth 2.1 + PKCE
keeps credentials in the harness sandbox — or
a ServiceGraph API key (vk_…, minted at
https://servicegraph.co/profile/api-keys) available as
SERVICEGRAPH_API_KEY in the environment or .env.local for the REST
path (setup steps under Auth below).
An HTTP client for the REST path — the examples use curl.
Instructions
The loop is free-first: discovery, validation, search, and brief reads cost
nothing; only unlock after the user confirms the spend.
Pick the call path — the ServiceGraph MCP tools if loaded, otherwise the
REST flow (MCP server and Auth sections below).
GET /v1/datasets/pro_services/fields?include_values=1 — confirm the
fields and values you plan to filter on exist.
Build the filter (Filter DSL below) and validate it with
GET /v1/datasets/pro_services/check — or draft it from plain English via
POST /v1/datasets/pro_services/translate-intent.
GET /v1/datasets/pro_services/search — present the free brief cards and
let the user pick.
Quote the unlock cost (10 credits per row, 30-day TTL) and get an explicit
go-ahead.
POST /v1/datasets/pro_services/unlocks with the chosen apexes; report the
revealed detail.
GET /v1/me/credits to report the remaining balance when asked.
MCP server (preferred for authed calls)
If your harness has the ServiceGraph MCP server loaded (tools
containing servicegraph), prefer those — OAuth 2.1 + PKCE keeps the
token in the harness sandbox. Otherwise use the REST flow below.
API surface (dataset id: pro_services)
Every endpoint requires the bearer (Authorization: Bearer vk_…).
No anonymous tier.
Endpoint
Cost
Use it for
GET /v1/datasets/pro_services/fields[?include_values=1]
free
Confirm accounting_tax is in the industry value list.
GET /v1/datasets/pro_services/check?filter=…
free
Validate filter.
POST /v1/datasets/pro_services/translate-intent
free
{intent} → DSL filter + sanity count.
GET /v1/datasets/pro_services/search?filter=…&limit=
free
Brief firm cards + per-row unlock hint + total.
GET /v1/datasets/pro_services/:apex
free
One row brief; detail only if unlocked.
POST /v1/datasets/pro_services/unlocks
10 credits / firm
{apexes:[...]} ≤100; atomic; 30-day TTL on detail.
GET /v1/me/credits
free
Balance.
Cost model. Discovery / validation / search / brief reads are
free. Detail (url, phone, email, social, address, full platforms
map) costs 10 credits per firm and lasts 30 days.
Auth
vk_* API keys minted in the dashboard. Keep the token out of the
LLM context — never read .env* into your context; dispatch via
shell.
Try the call first through a shell wrapper that sources .env.local:
"Open https://servicegraph.co/profile/api-keys, create a
key, and add SERVICEGRAPH_API_KEY=vk_… to .env.local here
(or export it). Tell me when done. Please don't paste the key
into chat."
Retry after the user signals ready.
Filter DSL
GitHub-search-style.
filter := orExpr
orExpr := andExpr ("OR" andExpr)*
andExpr := notExpr (("AND")? notExpr)* # whitespace = implicit AND
notExpr := ("NOT" | "-") notExpr | atom
atom := "(" filter ")" | predicate
predicate:= IDENT op valueOrList | bareword
op := ":" | "=" | ">=" | "<=" | ">" | "<"
valueOrList := value ("," value)*
value := IDENT | NUMBER | tagAtEvidence
tagAtEvidence := IDENT "@" ("low"|"medium"|"high")
bareword := IDENT | NUMBER # → keyword:<bareword>
Four rules that bite: AND binds tighter than OR (use parens);
comma list = OR within one predicate; negation is -x or NOT x;
bareword = keyword search (quote multi-word phrases).
Accounting-flavored examples (validate yours with /check):
Firms are identified by their apex domain (pwc.com, not
www.pwc.com/about).
Output
All responses are JSON.
Search returns free brief firm cards — apex, name, location, and
rating signals — plus a per-row unlock hint and the match total. Briefs
never include url, phone_primary, email_primary, legal_name,
address_full, or the full platforms map.
Unlock (POST …/unlocks) returns each unlocked firm's detail block —
contact fields, address, socials, the platforms map — plus per-item
billing; detail stays readable for 30 days.
Errors arrive as a JSON envelope
{"error": {"code": "…", "message": "…"}} — see Errors below.
Examples
A. CPA firm for a Delaware C-corp audit
User: "CPA firm for our delaware c-corp series A audit, under 50 ppl."
GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+audit+state:DE,NY,CA+-company_size_signal:large_50plus&limit=10
# Present, get pick of 3. "Unlocking 3 = 30 credits, 30-day TTL."
POST /v1/datasets/pro_services/unlocks
{ "apexes": ["firm-a.com", "firm-b.com", "firm-c.com"] }
B. SaaS-experienced audit firms
GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+audit+saas&limit=10
C. M&A diligence
User: "Tax advisor for our M&A — Series-B-stage tech company."
GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+"m&a"+diligence+tech&limit=10
D. Fractional CFO (indirect intent)
User: "Fractional CFO to help us through a Series-A close."
GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+"fractional cfo"&limit=10
If thin, drop the cfo qualifier — fractional alone catches
fractional finance leaders broadly.
E. R&D tax credits
User: "R&D tax credit specialists for biotech."
GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+"r&d"+biotech&limit=10
F. Multi-state DTC sales tax
User: "Outside accountant for state and local tax filings — multi-state DTC business."
GET /v1/datasets/pro_services/search?filter=industry:accounting_tax+("sales tax" OR salt)+multi-state&limit=10
If barely any results, drop multi-state and surface the dimension
from the unlocked detail later.
G. BYO apex list — enrich domains
User pastes 8–20 accounting-firm domains:
GET /v1/datasets/pro_services/:apex per domain — free brief
(404 = not in catalog, no charge).
User picks N to fully enrich. POST /unlocks = 10×N credits,
atomic, detail returned.
Re-runs within 30-day TTL are free.
A 404 here often means the firm focuses on personal tax prep and was
filtered out of the B2B catalog.
Gotchas
Always pin industry:accounting_tax. Without it, "tax" / "audit" / "cfo" as keywords match management consulting and other industries.
Refuse personal-tax asks. 1040 prep, IRA conversion strategy, personal estate planning, "should I use QuickBooks Self-Employed?" — not in catalog. Tell the user the catalog is B2B-only.
industry:accounting_tax is the only structured handle. Practice areas (audit, tax, M&A, 409A, R&D credits) are keyword-only. Multi-word areas split into ANDed barewords unless quoted ("r&d tax credits" → one phrase).
In-house finance hires (Controller, CFO, Accountant) are NOT procurement. Recruiting an employee is out of scope.
Accounting-software comparisons (QuickBooks vs Xero vs NetSuite) are NOT procurement either.
Briefs DO include apex, name, location, ratings. They DON'T include url, phone_primary, email_primary, legal_name, address_full, full platforms — those require an unlock.
not_found / not_in_dataset 404 = not in pro_services. Skip; not charged.
Unlock is atomic. N apexes either all charge (up to 10×N credits) or none on 402.
