AI tools for “ci”

Recap where things stand with a specific person across recent conversations, with emphasis on how the relationship is evolving. Identify the contact by ZoomInfo contact ID (preferred) or by name plus company (triggers a…

…buying process as voiced on recent calls — their stated decision criteria, timeline, steps, and approvers. Uses conversation_intelligence over an account's recent engagements, with account_research for stakeholder…

Summarize a long email thread into its current state, the decisions and key points, and the open questions. Finds the thread with browse_engagements (emails), then uses conversation_intelligence with includeContent to…

…timeline, a breakdown by engagement type, and a participant list with per-person engagement counts — and keeps each engagement's ID in context so you can immediately double-click any one to ask what was…

Look up a company's full profile. Provide a company name, domain, ticker symbol, or ZoomInfo company ID. Returns firmographics, financials, corporate structure, growth signals, and contact counts.

Produce a succinct one-pager for an executive dropping into a call with zero context. Blends account_research (who they are, deal state), conversation_intelligence (what has been discussed and what is open), and…

…purpose, stakes, and known dynamics to get a tight, decision-ready brief — headline, relationship posture per attendee, prior-conversation context (open threads and unresolved questions from past calls and…

…or name (triggers a lookup), or point it at a specific engagement. Use when someone asks "what should I do next with Acme", "what's my next move here", "how do I advance this deal", or wants an evidence-based…

…breakdown (fit / intent / trigger / engagement), a specific "why now" sentence per account, and the working weight set as a saveable search filter set. Resolves name/domain inputs via search_companies with…

…surfaces verification when needed; typo'd emails fail explicitly rather than fall back. Iteratively refinable. Triggers on phrases like "score these leads", "which lead/contact should I call first", "prioritize my…

…score-accounts) can consume. Use for territory and capacity design, investor-ready market sizing, and ICP sharpening. Triggers on phrases like "size the market", "TAM for", "addressable market", "how many companies…

…mixed-identifier inputs (IDs / names / domains) with explicit ambiguity surfacing. Useful for sales prospecting, account-based selling, competitive battle-card prep, integration partner research, technographic signal…

…reaching out to a company — the timing thesis and the specific hooks to lead with — by combining company signals (intent, news, scoops), account_research, your GTM context, and web research. Identify the company by…

…for training, creating archives, sharing data in specific formats, or publishing datasets to Hugging…

…never needs sudo and only performs cleanups the user explicitly…

…checks, and cleanup workflows. Use ONLY when the user explicitly refers to Obsidian — by naming "Obsidian", an Obsidian "vault", or an Obsidian-specific feature such as wikilinks ("[[ ]]"), the Dataview or Bases…

…shared understanding, resolving each branch of the decision tree. Use when user wants to stress-test a plan, get grilled on their design, or mentions "grill…

…formatting-only, or purely mechanical chores unless explicitly…

Answer finance and market-data questions with the You.com `you-finance` MCP tool: stock prices, tickers, earnings, company financials, and market trends, with payment-aware fallbacks for keyless hosts.