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The rep's account

account
Idempotent

The rep's own setup in one place. On first use it starts the profile build: ask_now is the first question (the firm's website) and say_now the message to send. Pass each answer with step set to ask_now.step (website reads the site and drafts the profile), or step with skip true, and it returns the next question, one at a time, then the read-back. Pass any profile field to change it (services, device_areas, customer_stage, territory, clients, competitors, skip_companies, accounts, and the rest). A change keeps the earlier answer, which the rep can put back from the Memory page; nothing is deleted. With nothing passed: the profile, who the rep sells to best, the team's seats, the account page for billing and invites, where the data comes from, and the Memory page. Returns set_up_now while the profile is not built yet.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
roleNoThe rep's role.
skipNoWith step: the rep skipped that question or has none.
stepNoDuring the profile build: the ask_now.step being answered.
notesNo
proofNoKinds of projects delivered recently.
clientsNoThe firm's customers: kept out of lists, used as the picture of a good fit.
websiteNoThe firm's public website, to draft the profile from.
accountsNoCompanies the rep is working now.
servicesNoThe services that actually win the firm's work, in the rep's words.
firm_nameNo
territoryNo
buyer_rolesNo
competitorsNoCompeting firms: kept out of lists.
device_areasNo
certificationsNo
customer_stageNoearly-stage, growth-stage, established, or a mix.
device_classesNo
skip_companiesNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedInput schema / properties / skip
      Added value: +{
      +  "description": "With step: the rep skipped that question or has none.",
      +  "type": "boolean"
      +}
    • addedInput schema / properties / step
      Added value: +{
      +  "description": "During the profile build: the ask_now.step being answered.",
      +  "type": "string"
      +}
  2. Added

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