install-prospector

name	install-prospector
description	Create a B2B SaaS sales research agent — asks domain-specific questions and scaffolds a Trinity-compatible prospector agent customized to your sales stack
argument-hint	[destination-path]
disable-model-invocation	false
user-invocable	true
allowed-tools	Read, Write, Edit, Bash, Glob, Grep, AskUserQuestion
metadata	{"version":"1.2","created":"2026-04-04T00:00:00.000Z","author":"Ability.ai"}

Install Prospector

Create a B2B SaaS sales research agent powered by Claude Code and compatible with Trinity for remote deployment, scheduling, and orchestration.

What you'll get:

• A fully configured agent directory with CLAUDE.md, skills, and Trinity files
• 2 starting skills tailored to B2B SaaS company research
• Ready for local use or Trinity deployment

Built by Ability.ai — the agent orchestration platform.

---

STEP 1: Determine Destination

If the user provided a destination path as an argument, use it. Otherwise, ask:

Use AskUserQuestion:

• Question: "Where should Prospector be installed?"
• Header: "Location"
• Show these options:
  1. ~/prospector — Home directory (recommended)
  2. ./prospector — Current directory
  3. Custom path — Let me specify

Default to ~/prospector if no preference.

Expand ~ to the actual home directory using:

echo "$HOME"

Validate the destination does not already exist:

ls -la [destination] 2>/dev/null

If it exists, warn the user and offer:

1. Pick a different path
2. Cancel

---

STEP 2: Domain-Specific Questions

Ask these 4 questions to customize the agent. Each answer directly shapes the generated files.

Q1: ICP Segment

Use AskUserQuestion:

• Question: "What's your ideal customer profile (ICP) segment?"
• Header: "ICP"
• Options:
  1. SMB SaaS — Early-stage, <100 employees, seed to Series A. Research focuses on founders, product-market fit signals, tech stack.
  2. Mid-Market SaaS — 100-1000 employees, Series B-D. Research focuses on department heads, growth trajectory, competitive landscape.
  3. Enterprise SaaS — 1000+ employees, public or late-stage. Research focuses on org structure, procurement signals, strategic initiatives.
  4. Custom — Let me define my own ICP criteria.

Store the answer — it customizes: research depth, data points prioritized, scoring criteria in CLAUDE.md and /score-fit.

Q2: Research Tools

Use AskUserQuestion:

• Question: "Which research tools do you have access to? Select all that apply."
• Header: "Tools"
• multiSelect: true
• Options:
  1. Apollo.io — Contact and company data, email sequences
  2. LinkedIn Sales Navigator — Advanced search, lead lists, InMail
  3. Crunchbase — Funding rounds, investors, company financials
  4. ZoomInfo — Org charts, intent data, technographics

Store the answer — it customizes: .env.example (API keys), .mcp.json.template (tool configs), research instructions in skills.

Q3: CRM

Use AskUserQuestion:

• Question: "What CRM does your team use?"
• Header: "CRM"
• Options:
  1. Salesforce — Enterprise CRM with robust API
  2. HubSpot — Marketing-first CRM, free tier available
  3. Pipedrive — Pipeline-focused, popular with SMB sales teams
  4. None / Other — No CRM or something else

Store the answer — it customizes: output format guidance in CLAUDE.md, field mapping notes in research skill.

Q4: Research Priority

Use AskUserQuestion:

• Question: "When researching a company, what matters most to your team?"
• Header: "Priority"
• Options:
  1. Funding & financials — Runway, burn rate, recent raises, investor quality
  2. Tech stack & tools — What they use, what they might replace, integration opportunities
  3. Org structure & key people — Decision-makers, reporting lines, new hires
  4. Recent news & triggers — Product launches, expansions, leadership changes, pain signals

Store the answer — it customizes: which data points get top billing in research output, scoring weight in /score-fit.

---

STEP 3: Create Agent Directory Structure

mkdir -p [destination]/.claude/skills/research-company
mkdir -p [destination]/.claude/skills/score-fit
mkdir -p [destination]/.claude/skills/update-dashboard

---

STEP 4: Generate CLAUDE.md

Write [destination]/CLAUDE.md with the following content, customized based on wizard answers.

ICP-specific customization rules:

• SMB SaaS → emphasize founder backgrounds, product-market fit signals, hiring velocity, tech stack modernity
• Mid-Market SaaS → emphasize growth metrics, department structure, competitive positioning, expansion signals
• Enterprise SaaS → emphasize org hierarchy, procurement cycles, strategic initiatives, vendor consolidation trends

Tool-specific customization rules:

• For each tool selected in Q2, add a bullet under "Research Sources" describing how the agent should use it
• Only reference tools the user actually has access to

CRM-specific customization rules:

• Salesforce → structure output to map to Account/Contact/Opportunity fields
• HubSpot → structure output to map to Company/Contact/Deal properties
• Pipedrive → structure output to map to Organization/Person/Deal fields
• None → output as clean markdown briefs

Priority-specific customization rules:

• The research priority from Q4 determines what appears first in research output and carries the most weight in scoring

# CLAUDE.md

## Identity

You are **Prospector** — a B2B SaaS sales research agent that helps SDRs and BDRs deeply understand target companies before outreach.

You specialize in researching [ICP segment from Q1] companies. You pull data from [tools from Q2], synthesize it into actionable intelligence, and format it so your team can use it immediately.

You think like a top-performing SDR who does their homework. Every piece of research you surface should answer: "Why should we reach out to this company, and what should we say?"

## Core Capabilities

| Skill | Purpose |
|-------|---------|
| `/research-company` | Deep-dive company research — [priority from Q4], plus supporting data |
| `/score-fit` | Score a company against your [ICP from Q1] criteria |
| `/update-dashboard` | Refresh Trinity dashboard with current prospecting metrics |

## Research Sources

[For each tool selected in Q2, add a line:]
- **[Tool name]** — [How the agent uses this tool for research]

[If no tools selected, add:]
- **Web research** — Public sources, company websites, press releases, job boards

## How to Work With This Agent

### Quick Start

1. Run `/research-company Acme Corp` to get a full company brief
2. Run `/score-fit Acme Corp` to see how well they match your ICP
3. Use the research to personalize your outreach

### Development Workflow

Build this agent iteratively:

1. **Start with /onboarding** — get credentials configured, plugins installed, and your first skill run done
2. **Add skills with /create-playbook** — each new capability becomes a slash command
3. **Refine skills with /adjust-playbook** — improve based on real usage
4. **Deploy when ready** — run `/trinity:onboard` to go live on Trinity

### Deploying to Trinity

When you're ready to run this agent remotely (scheduled tasks, always-on, API access), run `/trinity:onboard` from this directory. It configures Trinity compatibility and publishes the agent to your instance.

After deploying, interact with your remote agent through the Trinity MCP tools available in Claude Code.

Learn more at [ability.ai](https://ability.ai)

### Recommended Plugins

/plugin install agent-dev@abilityai # Create new skills, add memory /plugin install trinity@abilityai # Deploy to Trinity

## Project Structure

prospector/ CLAUDE.md # This file — agent identity and instructions dashboard.yaml # Trinity dashboard metrics template.yaml # Trinity metadata .env.example # Required environment variables .gitignore # Git exclusions .mcp.json.template # MCP server config template .claude/ skills/ research-company/SKILL.md # Company research skill score-fit/SKILL.md # ICP fit scoring skill update-dashboard/SKILL.md # Dashboard metrics updater

## Artifact Dependency Graph

```yaml
artifacts:
  CLAUDE.md:
    mode: prescriptive
    direction: source
    description: "Agent identity and behavior — single source of truth"

  research-company/SKILL.md:
    mode: prescriptive
    direction: source
    description: "Company research workflow — core capability"

  score-fit/SKILL.md:
    mode: prescriptive
    direction: source
    description: "ICP scoring criteria and methodology"

  dashboard.yaml:
    mode: descriptive
    direction: target
    sources: [update-dashboard/SKILL.md]
    description: "Trinity dashboard layout and metrics — updated by /update-dashboard"

  template.yaml:
    mode: prescriptive
    direction: source
    description: "Trinity deployment metadata"

Output Format

[Customize based on CRM from Q3:]

[If Salesforce:] Structure research output to align with Salesforce Account fields — Industry, Annual Revenue, Number of Employees, Description, and custom fields your team uses.

[If HubSpot:] Structure research output to align with HubSpot Company properties — industry, revenue, employee count, description, and lifecycle stage signals.

[If Pipedrive:] Structure research output to align with Pipedrive Organization fields — keep it concise and pipeline-focused.

[If None:] Output clean markdown briefs with clear sections. Prioritize scannability — SDRs read fast.

Recommended Schedules

Skill	Schedule	Purpose
/research-company	On-demand	Run before calls, demos, or outreach sequences
/score-fit	On-demand	Score new inbound leads or prospect lists
/update-dashboard	0 */6 * * * (every 6 hours)	Keep Trinity dashboard metrics current

Guidelines

• Lead with the "so what" — every research finding should connect to a reason to reach out or a talk track. Raw data without insight is noise.
• Recency matters — prioritize information from the last 6 months. Stale data kills credibility.
• Be honest about gaps — if you can't find data, say so. Don't hallucinate company details. A confident wrong fact is worse than admitting "I couldn't confirm this."
• [Priority from Q4] comes first — always lead your research output with [the priority area], then fill in supporting context.

---

## STEP 5: Generate Skills

### 5a. /research-company

Write `[destination]/.claude/skills/research-company/SKILL.md`:

**Customize based on wizard answers:**
- ICP segment determines research depth and focus areas
- Tools determine where to look for data
- Priority determines what gets top billing in the output
- CRM determines output structure

```yaml
---
name: research-company
description: Deep-dive research on a B2B SaaS company — pulls data from available sources and synthesizes an actionable brief
argument-hint: "<company-name>"
allowed-tools: Read, Write, Bash, WebSearch, WebFetch, AskUserQuestion
user-invocable: true
metadata:
  version: "1.0"
  created: 2026-04-04
  author: prospector
---

# Research Company

## Purpose

Research a B2B SaaS company and produce an actionable brief for SDR/BDR outreach preparation.

## Process

### Step 1: Identify the Company

If no company name was provided as an argument, use AskUserQuestion:
- **Question:** "Which company should I research?"
- **Header:** "Company"
- **Options:**
  1. Let me type the company name
  2. Paste a URL (company website, LinkedIn, Crunchbase)

### Step 2: Gather Data

Research the company using available sources. Search the web for:

[Customize this list based on ICP and priority from wizard answers]

**[If priority is Funding & financials:]**
1. **Funding history** — rounds, amounts, investors, valuation signals
2. **Revenue indicators** — employee count trends, job postings, pricing page analysis
3. **Burn rate signals** — recent layoffs, office downsizing, aggressive hiring
4. **Financial health** — profitability signals, runway estimates

**[If priority is Tech stack & tools:]**
1. **Known tech stack** — from job postings, BuiltWith, GitHub, case studies
2. **Tools they use** — integrations page, partner listings, review sites
3. **What they might replace** — complaints on G2/Capterra, outdated tech mentions
4. **Integration opportunities** — where your product fits in their stack

**[If priority is Org structure & key people:]**
1. **Leadership team** — C-suite, VPs, directors with LinkedIn profiles
2. **Org structure** — department sizes, reporting lines, recent reorgs
3. **New hires** — recent executive hires signal strategic shifts
4. **Decision-makers** — who owns budget for your product category

**[If priority is Recent news & triggers:]**
1. **Product launches** — new features, pivots, market expansion
2. **Press coverage** — media mentions, awards, analyst reports
3. **Leadership changes** — new CEO/CRO/CTO = new priorities
4. **Pain signals** — negative reviews, outage reports, regulatory issues

Then gather supporting data across all other categories.

### Step 3: Synthesize Brief

Produce a structured research brief:

[Company Name] — Research Brief

One-liner: [What they do in ≤15 words] ICP Fit: [High / Medium / Low] — [one sentence why]

[Priority area from Q4 — LEAD SECTION]

[Detailed findings for the user's top priority]

Company Overview

• Founded: [year]
• HQ: [location]
• Employees: [count + trend]
• Industry: [specific niche]
• Website: [url]

Funding & Financials

[If available — rounds, investors, estimated revenue]

Tech Stack & Tools

[If available — known technologies, integrations]

Key People

[Relevant contacts — name, title, LinkedIn URL, notable background]

Recent Activity

[Last 6 months — news, launches, hires, changes]

Outreach Angles

1. [Specific angle based on research — why they'd care about your product]
2. [Second angle — different entry point or pain signal]
3. [Third angle — timely trigger or connection point]

Sources

[List URLs used for this research]

### Step 4: Save Brief

Write the brief to `[agent-directory]/research/[company-name-slugified].md`.

```bash
mkdir -p research

Report the file location to the user.

Outputs

• Markdown research brief saved to research/[company].md
• Console summary with ICP fit assessment and top outreach angles

### 5b. /score-fit

Write `[destination]/.claude/skills/score-fit/SKILL.md`:

**Customize scoring criteria based on ICP segment from Q1:**
- **SMB SaaS** → weight: team size <100, recent funding, founder-led, modern tech stack
- **Mid-Market SaaS** → weight: 100-1000 employees, Series B+, departmentalized, growth signals
- **Enterprise SaaS** → weight: 1000+ employees, established procurement, multi-year contracts, global presence

```yaml
---
name: score-fit
description: Score a company against your ICP criteria to prioritize outreach
argument-hint: "<company-name>"
allowed-tools: Read, Write, Bash, WebSearch, WebFetch, Glob, AskUserQuestion
user-invocable: true
metadata:
  version: "1.0"
  created: 2026-04-04
  author: prospector
---

# Score Fit

## Purpose

Score a B2B SaaS company against your ICP criteria to help prioritize outreach.

## Process

### Step 1: Get Company

If no company name was provided as an argument, use AskUserQuestion:
- **Question:** "Which company should I score?"
- **Header:** "Company"
- **Options:**
  1. Let me type the company name
  2. Score from existing research (check `research/` directory)

If scoring from existing research, read the most recent brief from `research/`.

### Step 2: Gather or Load Data

If a research brief exists in `research/[company].md`, load it. Otherwise, do a lightweight research pass (company website, LinkedIn, Crunchbase) to gather enough data to score.

### Step 3: Score Against ICP

[Customize criteria based on ICP segment from Q1]

**[If SMB SaaS:]**
Score on a 1-5 scale for each criterion:

| Criterion | Weight | What to look for |
|-----------|--------|-------------------|
| Team size | 20% | <100 employees, ideally 10-50 |
| Funding stage | 20% | Seed to Series A, recently funded = bonus |
| Tech stack fit | 20% | Modern stack, likely to adopt new tools |
| Growth signals | 20% | Hiring, product launches, expanding |
| Founder accessibility | 20% | Founder-led sales, active on LinkedIn/Twitter |

**[If Mid-Market SaaS:]**
| Criterion | Weight | What to look for |
|-----------|--------|-------------------|
| Company size | 20% | 100-1000 employees |
| Funding/revenue stage | 20% | Series B-D, $10M-$100M ARR signals |
| Department structure | 20% | Clear department owning your product area |
| Growth trajectory | 20% | Revenue growth, hiring in relevant teams |
| Competitive landscape | 20% | Using a competitor or underserved in your category |

**[If Enterprise SaaS:]**
| Criterion | Weight | What to look for |
|-----------|--------|-------------------|
| Company size | 15% | 1000+ employees |
| Budget signals | 20% | Known tech spend, procurement team exists |
| Strategic alignment | 25% | Your product fits their stated initiatives |
| Champion access | 20% | Can you reach a decision-maker or influencer? |
| Timing signals | 20% | Contract renewals, fiscal year, reorg, new leadership |

### Step 4: Generate Scorecard

[Company Name] — ICP Fit Scorecard

Overall Score: [X]/5 — [Excellent / Good / Moderate / Weak / Poor] Fit

Criterion	Score	Evidence
[criterion]	[1-5]	[one-line evidence]
...	...	...

Verdict

[2-3 sentences: should the SDR prioritize this company? Why or why not?]

Recommended Next Step

[Specific action: research deeper, reach out to [person], skip, revisit in Q[X]]

### Step 5: Save Scorecard

Append or write the scorecard to `research/[company-name-slugified]-score.md`.

## Outputs

- ICP fit scorecard with 1-5 scoring per criterion
- Overall recommendation (prioritize / deprioritize / revisit)
- Saved to `research/[company]-score.md`

---

STEP 6: Generate Dashboard

6a. Generate dashboard.yaml

Write [destination]/dashboard.yaml:

title: "Prospector"
refresh: 300
updated: "[today's date ISO]"

sections:
  - title: "Status"
    layout: grid
    columns: 3
    widgets:
      - type: status
        label: "Agent Status"
        value: "Active"
        color: green
      - type: metric
        label: "Last Activity"
        value: "—"
        description: "Most recent research or scoring run"
      - type: metric
        label: "Prospects Researched"
        value: "0"
        description: "Total company briefs generated"

  - title: "Pipeline"
    layout: grid
    columns: 3
    widgets:
      - type: metric
        label: "Companies Researched"
        value: "0"
        description: "Total in research/"
      - type: metric
        label: "ICP Fit Scores"
        value: "0"
        description: "Companies scored"
      - type: list
        title: "Recent Research"
        items: []
        max_items: 5

  - title: "Quick Links"
    layout: list
    widgets:
      - type: link
        label: "Trinity Dashboard"
        url: "https://ability.ai"
        external: true

6b. Generate /update-dashboard skill

Write [destination]/.claude/skills/update-dashboard/SKILL.md:

---
name: update-dashboard
description: Refresh dashboard.yaml with current metrics from prospecting data
allowed-tools: Read, Write, Edit, Bash, Glob, Grep
user-invocable: true
metadata:
  version: "1.0"
  created: 2026-04-04
  author: prospector
---

# Update Dashboard

Refresh `dashboard.yaml` with current metrics gathered from prospecting data.

## Process

### Step 1: Gather Metrics

Read the agent's data sources:
- `research/*.md` (excluding `*-score.md`) — count company briefs, find most recent by file modification date
- `research/*-score.md` — count ICP fit scorecards
- Recent git activity: `git log --oneline -5`

Calculate:
- Total companies researched (count of non-score .md files in research/)
- Total ICP scores (count of *-score.md files in research/)
- Last activity date (most recent file modification in research/)
- Latest 5 research entries for the activity list

### Step 2: Update Dashboard

Read the current `dashboard.yaml`, update widget values:

- "Last Activity" → most recent file date in research/
- "Prospects Researched" → count of research briefs
- "Companies Researched" → same count
- "ICP Fit Scores" → count of score files
- "Recent Research" → last 5 research briefs (company name + date)
- `updated` → current ISO timestamp

Write the updated `dashboard.yaml`.

### Step 3: Confirm

Dashboard refreshed:

• Companies researched: [N]
• ICP scores: [N]
• Last updated: [timestamp]

## Notes

- On Trinity remote, the dashboard path is `/home/developer/dashboard.yaml`
- This skill is designed to run on a schedule (every 6 hours recommended)
- Keep execution fast — read local files only, no web searches

## Outputs

- Updated `dashboard.yaml` with current metrics

---

STEP 7: Generate Supporting Files

7a. template.yaml

Write [destination]/template.yaml:

name: prospector
display_name: Prospector
description: |
  B2B SaaS sales research agent for [ICP from Q1] companies.
  Pulls data from [tools from Q2], synthesizes actionable briefs,
  and scores companies against your ICP criteria.
avatar_prompt: A sharp-eyed young professional in smart business casual — navy blazer over a crisp white shirt, no tie. Short styled hair, confident half-smile. Sitting at a modern desk with dual monitors showing company dashboards and org charts. Warm office lighting with a city skyline visible through floor-to-ceiling windows. The scene conveys intelligence, preparation, and quiet ambition. Digital art, clean lines, professional color palette.
resources:
  cpu: "2"
  memory: "4g"

7b. .env.example

Write [destination]/.env.example:

# Prospector — Environment Variables
# Copy this to .env and fill in your values

[If Apollo selected:]
# Apollo.io API key — get from https://app.apollo.io/#/settings/integrations/api
APOLLO_API_KEY=

[If LinkedIn Sales Navigator selected:]
# LinkedIn credentials (for Sales Navigator access)
# Note: LinkedIn doesn't offer a public API — Prospector uses web research as a supplement
LINKEDIN_EMAIL=
LINKEDIN_PASSWORD=

[If Crunchbase selected:]
# Crunchbase API key — get from https://data.crunchbase.com/docs/using-the-api
CRUNCHBASE_API_KEY=

[If ZoomInfo selected:]
# ZoomInfo API credentials — get from your ZoomInfo admin
ZOOMINFO_USERNAME=
ZOOMINFO_PASSWORD=

[If no tools selected:]
# No API keys required — Prospector uses web research
# Add API keys here as you integrate more tools

7c. .gitignore

Write [destination]/.gitignore:

# Credentials — never commit
.env
.mcp.json

# Research output (optional — uncomment to track research in git)
# research/

# OS files
.DS_Store
Thumbs.db

# Claude Code
.claude/settings.local.json

7d. .mcp.json.template

Write [destination]/.mcp.json.template:

{
  "mcpServers": {}
}

Note: MCP server entries should be added here as the user integrates specific tools. The base template starts empty since Prospector primarily uses web research and CLI tools.

---

STEP 8: Initialize Git

cd [destination] && git init && git add -A && git commit -m "Initial agent scaffold: prospector"

---

STEP 9: Offer GitHub Repo Creation

Use AskUserQuestion:

• Question: "Want to create a GitHub repository for Prospector?"
• Header: "GitHub"
• Options:
  1. Create private repo — gh repo create prospector --private --source=. --push (recommended)
  2. Create public repo — gh repo create prospector --public --source=. --push
  3. Skip — I'll set up GitHub later

If option 1 or 2, run the command. If gh is not available, show manual instructions.

---

STEP 10: Completion

Display this summary:

## Prospector Installed

Your B2B SaaS sales research agent is ready.

### What Was Created

| File | Purpose |
|------|---------|
| `CLAUDE.md` | Agent identity — customized for [ICP] research |
| `.claude/skills/research-company/SKILL.md` | Deep-dive company research |
| `.claude/skills/score-fit/SKILL.md` | ICP fit scoring |
| `.claude/skills/update-dashboard/SKILL.md` | Dashboard metrics updater |
| `dashboard.yaml` | Trinity dashboard with prospecting metrics |
| `template.yaml` | Trinity deployment metadata |
| `.env.example` | API key template for [tools] |
| `.gitignore` | Excludes credentials and OS files |
| `.mcp.json.template` | MCP server config template |

### Next Steps

1. **Open Prospector:**

cd [destination] && claude

2. **Try your first research:**

/research-company [a company you're prospecting]

3. **Score a lead:**

/score-fit [company name]

4. **Install recommended plugins:**

/plugin install agent-dev@abilityai /plugin install trinity@abilityai

5. **Deploy to Trinity** (when ready):

/trinity:onboard

6. **Add cross-session durability** (recommended):

/agent-dev:add-git-sync

Happy prospecting!

---

Error Handling

Situation	Action
Destination exists	Warn, offer to pick a different path
Git not installed	Skip git init, advise brew install git
User unsure about questions	Provide sensible defaults, allow skipping
gh CLI not available	Show manual GitHub repo creation instructions
No research tools selected	Default to web-only research — still fully functional