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Merge pull request #5 from amplemarket/fixInconsistencies
Fix inconsistencies
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skills/account-expansion-mapper/SKILL.md

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skills/account-whitespace-analyzer/SKILL.md

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skills/ae-pipeline-review/SKILL.md

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---
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name: ae-pipeline-review
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description: >
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Help AEs get a status check on their accounts with open deals where things stand, where to focus, and what next steps to take.
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Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
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metadata:
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author: amplemarket
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version: "1.0.1"
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version: "1.0.2"
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compatibility: Requires Amplemarket MCP server
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---
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Help AEs get a status check on their accounts with open deals — where things stand, where to focus, and what next steps to take.
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# ae-pipeline-review
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Help AEs get a status check on their accounts with open deals -- where things stand, where to focus, and what next steps to take.
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## Instructions
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### Steps
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1. **Identify the AE's accounts.** Either:
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- Use `mcp__claude_ai_Amplemarket__list_accounts` filtered by the AE's email to find accounts they own
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- Filter for accounts with open opportunities if possible
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- Or ask the AE for the specific accounts or domains they want reviewed
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- Use `mcp__claude_ai_Amplemarket__list_accounts` filtered by the AE's email to find accounts they own
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- Filter for accounts with open opportunities if possible
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- Or ask the AE for the specific accounts or domains they want reviewed
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2. **Gather account data** by calling `mcp__claude_ai_Amplemarket__get_account` for each account. This gives engagement stats, AI-generated insights (interest level, current solution, competitors, pain points, champions, decision makers, gatekeepers, timelines), CRM data, and contacts.
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3. **Assess each account.** For each, evaluate:
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- Deal momentum is engagement progressing or stalled?
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- Stakeholder coverage are champions, decision makers, and economic buyers identified? Is the deal single-threaded?
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- Risks gone cold, competitor mentioned, champion left, missing key roles?
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- Next steps what should the AE do next?
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- Deal momentum -- is engagement progressing or stalled?
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- Stakeholder coverage -- are champions, decision makers, and economic buyers identified? Is the deal single-threaded?
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- Risks -- gone cold, competitor mentioned, champion left, missing key roles?
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- Next steps -- what should the AE do next?
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4. **Help with next steps when asked.** If the AE wants to act on a specific account:
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- `mcp__claude_ai_Amplemarket__search_people` to find additional stakeholders for multi-threading
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- `mcp__claude_ai_Amplemarket__get_contacts` to check status on specific contacts
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- `mcp__claude_ai_Amplemarket__enrich_person` for deeper context on a key stakeholder
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5. **Present a well-formatted account review.** Prioritize by urgency which accounts need action now vs progressing fine. For each, show current state, key people, and recommended next step.
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- `mcp__claude_ai_Amplemarket__search_people` to find additional stakeholders for multi-threading
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- `mcp__claude_ai_Amplemarket__get_contacts` to check status on specific contacts
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- `mcp__claude_ai_Amplemarket__enrich_person` for deeper context on a key stakeholder
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5. **Present a well-formatted account review.** Prioritize by urgency -- which accounts need action now vs progressing fine. For each, show current state, key people, and recommended next step.
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## Examples
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**User prompt:** "Give me a status on my deals"
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**Simple example output:** The agent pulls the AE's accounts, finds 3 needing immediate attention (one stalled in negotiation for 2 weeks, one single-threaded with only a junior contact, one where the champion seems to be going cold). 6 are progressing normally. Presented as a prioritized list with per-account summary and next steps.
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## Troubleshooting
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| Problem | Solution |
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|---|---|
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| Too many accounts | Focus on accounts with open opportunities or recent engagement first. Offer to review the rest separately. |
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| --- | --- |
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| Too many accounts | Focus on accounts with open opportunities or recent engagement first. Offer to review the rest separately. |

skills/build-targeted-lead-list/SKILL.md

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End-to-end workflow to search for prospects, preview results, refine criteria, and create a confirmed lead list in Amplemarket.
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metadata:
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author: amplemarket
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version: "1.0.1"
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version: "1.0.2"
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compatibility: Requires Amplemarket MCP server
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---
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# build-targeted-lead-list
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# Build Targeted Lead List
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End-to-end workflow to search for prospects, preview results, refine criteria, and create a confirmed lead list in Amplemarket.
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### Steps
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1. **Gather search criteria** from the user. Ask for any of:
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- Target titles and seniority levels
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- Target departments or job functions
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- Person locations
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- Company names, domains, industries, sizes, or types
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- Any other qualifying criteria
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If the user gives a broad description, parse it into structured filters (see the prospect-icp-search skill for mapping guidance).
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- Target titles and seniority levels
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- Target departments or job functions
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- Person locations
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- Company names, domains, industries, sizes, or types
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- Any other qualifying criteria
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If the user gives a broad description, parse it into structured filters (see the prospect-icp-search skill for mapping guidance).
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2. **Resolve enum values** by calling:
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- `mcp__claude_ai_Amplemarket__get_industries` to match industry terms to valid API values.
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- `mcp__claude_ai_Amplemarket__get_job_functions` to match job function terms to valid API values.
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- `mcp__claude_ai_Amplemarket__get_industries` to match industry terms to valid API values.
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- `mcp__claude_ai_Amplemarket__get_job_functions` to match job function terms to valid API values.
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3. **Execute the search** by calling `mcp__claude_ai_Amplemarket__search_people` with the mapped parameters. Set `full_output` to `true` and `page_size` to 20 for the preview.
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4. **Present a preview** of the results to the user:
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- Show the first 10-20 results in a table (Name, Title, Company, Location).
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- Report the total number of matching prospects.
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- Ask: "Does this look right? Would you like to refine the search or proceed with creating the list?"
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- Show the first 10-20 results in a table (Name, Title, Company, Location).
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- Report the total number of matching prospects.
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- Ask: "Does this look right? Would you like to refine the search or proceed with creating the list?"
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5. **Refine if needed.** If the user wants changes:
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- Adjust filters based on feedback.
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- Re-run `mcp__claude_ai_Amplemarket__search_people` with updated parameters.
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- Show the updated preview.
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- Repeat until the user approves.
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- Adjust filters based on feedback.
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- Re-run `mcp__claude_ai_Amplemarket__search_people` with updated parameters.
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- Show the updated preview.
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- Repeat until the user approves.
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6. **Collect all results** once approved. If total results exceed one page, paginate through all pages using the `page` parameter to gather all LinkedIn URLs (up to the 10,000 lead limit).
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7. **Ask for list configuration:**
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- **List name** (suggest a descriptive default like "VP Sales - Fintech - NYC - Mar 2026")
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- **List type** - determine based on available data:
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- `"linkedin"` if leads have LinkedIn URLs
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- `"email"` if leads have email addresses
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- `"titles_and_company"` if leads have title + company domain
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- **Enrichment options:** Ask if they want to enable (note: each option consumes additional Amplemarket credits per lead):
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- Email enrichment (`enrich`: true)
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- Email validation (`validate_email`: true)
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- Phone number reveal (`reveal_phone_numbers`: true)
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- Inform the user of the credit implications before enabling enrichment: "Enabling enrichment will use credits for each lead. For a list of [N] leads, that's [N] enrichment credits. Want to proceed?"
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- **List name** (suggest a descriptive default like "VP Sales - Fintech - NYC - Mar 2026")
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- **List type** - determine based on available data:
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- `"linkedin"` if leads have LinkedIn URLs
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- `"email"` if leads have email addresses
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- `"titles_and_company"` if leads have title + company domain
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- **Enrichment options:** Ask if they want to enable (note: each option consumes additional Amplemarket credits per lead):
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- Email enrichment (`enrich`: true)
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- Email validation (`validate_email`: true)
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- Phone number reveal (`reveal_phone_numbers`: true)
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- Inform the user of the credit implications before enabling enrichment: "Enabling enrichment will use credits for each lead. For a list of [N] leads, that's [N] enrichment credits. Want to proceed?"
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8. **Create the lead list** by calling `mcp__claude_ai_Amplemarket__create_lead_list` with:
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- `type`: determined list type
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- `name`: chosen name
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- `leads`: array of lead objects (with `linkedin_url`, `email`, or `title` + `company_domain` depending on type)
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- `options`: enrichment settings
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If total leads exceed the batch that fits in a single create call, use `mcp__claude_ai_Amplemarket__add_leads_to_lead_list` to add remaining leads to the created list using the returned `lead_list_id`.
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- `type`: determined list type
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- `name`: chosen name
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- `leads`: array of lead objects (with `linkedin_url`, `email`, or `title` + `company_domain` depending on type)
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- `options`: enrichment settings
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If total leads exceed the batch that fits in a single create call, use `mcp__claude_ai_Amplemarket__add_leads_to_lead_list` to add remaining leads to the created list using the returned `lead_list_id`.
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9. **Confirm creation** with the user:
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- Lead list ID
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- Total leads added
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- Enrichment settings enabled
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- Estimated processing time
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- Lead list ID
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- Total leads added
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- Enrichment settings enabled
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- Estimated processing time
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### Important Notes
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### Example 1: Full Workflow from Search to List
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**User prompt:** "Build me a lead list of engineering managers at healthcare companies in the US with 500-5000 employees"
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**What the skill does:**
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1. Calls `mcp__claude_ai_Amplemarket__get_industries` to resolve healthcare industry values.
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2. Calls `mcp__claude_ai_Amplemarket__search_people` with:
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5. Calls `mcp__claude_ai_Amplemarket__create_lead_list` with:
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- `type`: "linkedin"
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- `name`: "Eng Managers - Healthcare US - 500-5K - Mar 2026"
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- `leads`: [{"linkedin_url": ""}, ]
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- `leads`: [{"linkedin_url": "..."}, ...]
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- `options`: {"enrich": true, "validate_email": true}
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**Example confirmation:**
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Lead list created successfully.
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| Detail | Value |
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| --- | --- |
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| List ID | lst_abc123def456 |
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| List Name | Eng Managers - Healthcare US - 500-5K - Mar 2026 |
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| Total Leads | 312 |
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| Type | LinkedIn |
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| Enrichment | Enabled |
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| Email Validation | Enabled |
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| Status | Processing |
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Your list is now being enriched. You can check its status anytime.
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### Example 2: Quick List from Existing URLs
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**User prompt:** "Create a lead list called 'Q1 Targets' from these LinkedIn URLs: linkedin.com/in/user1, linkedin.com/in/user2, linkedin.com/in/user3"
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**What the skill does:**
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1. Skips search since the user has provided leads directly.
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2. Calls `mcp__claude_ai_Amplemarket__create_lead_list` with:
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### Example 3: Refined Search Workflow
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**User prompt:** "Put together a list of senior marketing people at Series B+ SaaS companies in Europe"
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**What the skill does:**
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1. Resolves industries via `mcp__claude_ai_Amplemarket__get_industries`.
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2. Runs initial search with `person_seniorities`: ["Senior", "Manager", "Director", "VP", "Head"], `person_departments`: ["Marketing"], `person_locations`: ["United Kingdom", "Germany", "France", "Netherlands", "Sweden", ], matched SaaS industries.
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2. Runs initial search with `person_seniorities`: ["Senior", "Manager", "Director", "VP", "Head"], `person_departments`: ["Marketing"], `person_locations`: ["United Kingdom", "Germany", "France", "Netherlands", "Sweden", ...], matched SaaS industries.
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3. Shows preview. User says "too many junior people, only Directors and above."
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4. Re-runs with `person_seniorities`: ["Director", "VP", "Head", "C-Suite"].
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5. Shows updated preview. User approves.
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## Troubleshooting
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| Problem | Solution |
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| --- | --- |
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| Too many results to fit in one list | Paginate through results and use `mcp__claude_ai_Amplemarket__add_leads_to_lead_list` for batches after the first create call. |
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| List creation fails | Verify that leads array format matches the list type. LinkedIn lists need `linkedin_url`, email lists need `email`, titles_and_company lists need `title` + `company_domain`. |
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| Search returns irrelevant results | Tighten filters progressively: 1) Add `person_seniorities` to exclude junior titles. 2) Add `person_departments` to restrict to relevant functions. 3) Add `company_sizes` if results include wrong-size companies. Show the user a preview after each refinement so they can confirm the direction. |
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| User wants to add to existing list | Use `mcp__claude_ai_Amplemarket__list_lead_lists` to find the existing list, then `mcp__claude_ai_Amplemarket__add_leads_to_lead_list` with its ID. |
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| Enrichment not working | Check that the `options` object is correctly structured with boolean values for `enrich`, `validate_email`, and `reveal_phone_numbers`. |
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| `search_companies` returns 0 results for a known company | Fallback chain: 1) Try searching by company domain instead of name. 2) Try `enrich_company` with the domain directly, as some companies are enrichable but not searchable by name. 3) Try parent company domain or alternate domains. |
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| Search returns results but list creation fails | Verify that the leads array format matches the list type. LinkedIn lists need `linkedin_url`, email lists need `email`. |
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| Search returns results but list creation fails | Verify that the leads array format matches the list type. LinkedIn lists need `linkedin_url`, email lists need `email`. |

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