mundi-orch-counterparty-enrich

name	mundi-orch-counterparty-enrich
description	Reusable orchestrator that enriches a counterparty (company, investor, LP, advisor, or person) via entity resolution → parallel fan-out across PitchBook + CapIQ + A-Leads + Orbis + Perplexity → merged dossier with provenance. Use when you need a complete profile of a counterparty before outreach, IC discussion, or deal evaluation. Invoked by /mundi:counterparty-enrich and chained by /mundi:origination-run.
allowed-tools	Read, Write, Edit, Bash, Task, Grep, Glob, mcp__pitchbook__*, mcp__qmd__*, mcp__perplexity__*, mcp__supabase__*

Mundi Orch — Counterparty Enrichment

Overview

The canonical enrichment engine for counterparties in Mundi Princeps deal work. Paired with /mundi:counterparty-enrich as the user-facing slash command; this skill is the reusable orchestrator that other workflows (origination-run, intent-signal-run, investor-outreach) compose.

Input: a counterparty reference (name, PB id, LinkedIn URL, or free-text). Output: normalized dossier with provenance per field + confidence score + outreach-ready contact data.

When to use

• Pre-IC prep: need a full dossier on a target company / investor / LP
• Before outreach: confirm identity, map decision-makers, identify warm intros
• Deal-origination fan-out: enrich a list of screener hits into actionable prospects
• Reactivation: re-enrich a stale counterparty with fresh PB/CapIQ data

Do NOT use for:

• One-off "what is company X" lookups — use mcp__pitchbook__pb_company directly
• People-only queries with no company context — use mcp__pitchbook__pb_person

Pipeline (7 steps)

[1] Entity resolve    → pb_entity_resolve + qmd previous-session lookup
[2] PitchBook fan-out → pb_company | pb_investor | pb_lp | pb_advisor | pb_person
[3] CapIQ enrich      → capiq search_companies / search_contacts / get_financial_periods
[4] Signal enrich     → pb_signal_enrich (advisor hired, debt maturing, mgmt change, etc.)
[5] A-Leads + Orbis   → contact-level enrichment (emails, phones, LinkedIn)
[6] Perplexity grounding → recent news, press releases, context the APIs miss
[7] Merge + provenance → each field tagged with source + timestamp + confidence

I/O contract (MWP)

state_reads:

• ~/Mundi Princeps/config/api_keys.json — LSEG, Orbis, A-Leads keys
• ~/Mundi Princeps/apps/deal-origination/ — active theme YAMLs (for scoring context)
• ~/.claude/projects/-Users-mundiprinceps-Mundi-Princeps/memory/project_pb_counterparty_v7_*.md — prior-wave patterns

state_writes:

• apps/pitchbook-mcp/output/counterparty-<id>-<date>.json — raw dossier
• apps/pitchbook-mcp/output/counterparty-<id>-<date>.md — human-readable one-pager
• Optional: mcp__supabase__execute_sql insert into enriched_contacts if writing-through to Kadenwood CRM

Composition

step	tool	rate-limit
entity resolve	mcp__pitchbook__pb_entity_resolve	PB account-safe (semaphore=2)
company	mcp__pitchbook__pb_company	same PB budget
investor	mcp__pitchbook__pb_investor	same
lp	mcp__pitchbook__pb_lp	same
advisor	mcp__pitchbook__pb_advisor	same
person	mcp__pitchbook__pb_person	same
signal	mcp__pitchbook__pb_signal_enrich	same
contact enrich	mcp__pitchbook__pb_contact_enrichment	same
capiq company	code path in apps/capiq-mcp/src/tools/	capiq account-safe
web context	mcp__perplexity__perplexity_research	30s per call
prior-session	mcp__qmd__deep_search	free
write	mcp__supabase__execute_sql	Supabase rate limits

Critical rules:

• PB + CapIQ parallelism cap: semaphore=2 per provider. See memory feedback_no_parallel_scraping.md — 9 parallel agents burned Account 1.
• If PB returns 401: hard-stop, trigger apps/pitchbook-mcp/scripts/refresh-pb-cookies.sh, do NOT retry in loop.
• CapIQ: respect pace-tracker circuit breaker in apps/capiq-mcp/src/pace_tracker.py.

Failure modes

failure	recovery
PB 401 on entity_resolve	stop; refresh cookies; resume from step 1
CapIQ circuit-breaker open	skip step 3; log degraded-enrichment flag in dossier
Perplexity timeout	skip step 6; log "no web grounding"
A-Leads rate-limit	defer step 5 to end-of-queue; complete dossier without contact data
Entity not resolved	return "unresolved" status + surface top-3 PB candidates for human pick

Invocation

# Via slash command (user-facing)
/mundi:counterparty-enrich "Bessemer Venture Partners" --kind=investor

# Via direct Skill invocation (composed by other orchestrators)
Skill(skill="mundi-orch-counterparty-enrich", {
  entity: "Bessemer Venture Partners",
  kind: "investor",
  depth: "full" | "lean",
  write_crm: true
})

Output contract

{
  "entity": {"pb_id": "...", "name": "...", "kind": "investor"},
  "fields": {
    "<field>": {"value": "...", "source": "pb|capiq|perplexity|orbis", "confidence": 0.0-1.0, "fetched_at": "ISO8601"}
  },
  "signals": [{"type": "advisor_hired", "detail": "...", "date": "..."}],
  "contacts": [{"name": "...", "title": "...", "email": "...", "linkedin": "...", "source": "..."}],
  "warm_intros": [{"path": "[you → mutual → target]", "strength": 0.0-1.0}],
  "gaps": ["unresolved_domain", "no_web_grounding"],
  "one_pager_md": "<path to .md artifact>"
}

Cross-references

• Paired slash command: ~/.claude/commands/mundi/counterparty-enrich.md
• Wraps: pitchbook-mcp (v2.2.2, 224 tools on Achilles :8766), capiq-mcp (81 tools on :8768)
• Called by: mundi-orch-deal-origination, mundi-orch-intent-signal, mundi-orch-investor-outreach
• Memory: project_pb_counterparty_v7_* (11 waves of pattern work), feedback_pb_account_safety_protocol.md, feedback_no_parallel_scraping.md
• KB: docs/knowledge-base/wiki/03-intent-signal-and-origination/INDEX.md
• Plan source: docs/plans/2026-04-19-phase-3-final.md line 867 (Stream 2C)

Safety

• Account safety first. PB + CapIQ sessions are finite. Respect semaphore, budget, cool-down. If in doubt, run lean mode (PB only).
• Provenance required. Every field in the dossier must have source + fetched_at. No provenance = not in dossier.
• No speculation. If a field can't be resolved, return null with gap: "unresolved". Do not infer.