dealsurface

Create outreach copy from a selected static message or generation prompt. Omit template_key to use the product default; list alternatives only when the user asks. Voice, structure, and length come from the template. Pure static messages are free; generation prompts and a static AI hook cost one credit per successful AI generation. A subsidiary ticker resolves upward to the corporate family. Optional lead personalization supports selected_lead or lead_selector. Requires "read" and "outreach" scopes.

Generate or refresh the buying committee DealMap for a prospect. DealMaps are family-grain: a subsidiary ticker resolves upward to the corporate family (a generate that resolves to a cached family map is not charged) and the response names the family. Maps the org structure and assigns stakeholder roles (Economic Buyer, Decision Maker, Champion, etc.) using AI analysis. Conditionally billed: successful results cost 10 credits for generation_source=org_fresh or org_fresh_empty, including a fresh empty org result supplemented with people. Cached results (org_cache or annotated_cache_hit) are free and reused when available. Limited to 5 generation requests per minute; respect Retry-After on 429 responses. After a timeout, check get_dealmap before retrying; completion is not guaranteed. Avoid force_refresh unless the user explicitly requests it. Requires "outreach" scope on the API key.

Get the buying committee DealMap for a prospect company. DealMaps are held at corporate-family grain: a subsidiary ticker resolves upward to the family's DealMap and the response names the family. Shows stakeholders with AI-assigned roles (Economic Buyer, Decision Maker, Champion, Executive Sponsor, Evaluator, Blocker, etc.), org hierarchy edges, and a buying_committee_summary identifying the top pick for each role. Each stakeholder carries placement: "placed" (in the reporting hierarchy) or "unplaced" (listed at the company but not placed in the hierarchy; reporting line unknown, no edges implied — added when the placed chart is sparse). Use this to understand who is involved in the purchase decision. Free operation. Returns status "empty" if no DealMap has been generated yet — call generate_dealmap first.

Get detailed information about a specific active product, including its keywords, sources, target industries, and segment targeting (segment_targeting plus target_segments — what the product sells to). Free operation. Pass include_disabled=true to retrieve disabled product metadata.

Get full prospect analysis for a specific company ticker and product. Free operation. Returns assessment status, deal score, rank, company_info (SIC codes, NAIC cocodes, licensed states, entity types, ownership), full per-year premium and complaint series for this entity, corporate hierarchy, findings, and evidence excerpts. ASSESSED subsidiary tickers work: a hierarchy.children[].ticker with has_assessment=true can be passed straight back to this tool to drill into that entity's own book; unassessed children return 404 by design (they have no analysis yet — this is not an error in your call). Embedded excerpts are capped at 20 (highest impact first); excerpt_count gives the true total — use search_excerpts for the rest. premium and complaints carry the complete per-year observation series; pass report_year to narrow to one year. For parent/placeholder prospects with no NAIC cocode of their own, complaints is the family rollup per line (scope "family") plus by_entity, the per-carrier breakdown — even when the member carriers are unassessed. Observations with low_sample=true rest on fewer than 10 complaints; hedge accordingly. Each excerpt's text_marked carries <mark>…</mark> tags identifying the most relevant product or event sentence(s) — quote or emphasize those sentences when presenting evidence, converting the tags to bold/emphasis if the rendering surface cannot display HTML. text_marked is HTML-escaped outside the tags; use the plain text field with the highlights offsets when raw text is needed.

List active static messages and generation prompts for a product, plus the DealSurface built-in default. Each entry includes kind and credit_cost. Listing is free and requires "read" and "outreach" scopes. Normal craft_outreach calls should omit template_key and use the effective default; call this tool when the user asks to explore alternatives.

List active products configured for the authenticated team. Free operation. Returns product names, descriptions, keywords, sources, target industries, and segment targeting (segment_targeting plus target_segments describing which insurance entity types, ownership, premium bands, and licensed footprints each product sells to). Pass include_disabled=true to include disabled product metadata.

List prospect companies for a product. Results are CORPORATE FAMILIES (one row per family; subsidiaries roll up — entity_count/matched_entity_count show the entity-level reality, and total_groups vs total_entities in the envelope show market size at both grains). The list is the full candidate universe: unassessed rows are present and labeled via assessment_status (deal_score/buying_signal_score null) and rank LAST under the default relevance ordering — never hidden. Filters are STRICT: a family with no data for an applied insurance filter is excluded and counted in excluded_no_data_groups. lines_of_business matches ANY of the given lines; states_licensed_in matches ALL of the given states (licensed in every one). Premium filters apply per line when lines_of_business is given, else to total all-lines. A 503 response means the projection is not ready (reason "rebuilding" — retry soon — or "stale_keywords" — waits on the pipeline); it NEVER means "no prospects". Row buying_signal_score is 0.0-1.0: 1.0 means strong buying-signal indicators were found in the company's evidence; hedge proportionally as it decreases, and 0 means none were detected. When presenting to users, use plain-English labels ("Buying Signal Score", "Deal Score") rather than raw field names, and describe scores qualitatively. Free operation.

Override the AI-assigned stakeholder role for a specific person on the buying committee DealMap. This is a team-wide override visible to all team members. Use when the AI role is clearly wrong. Free operation. Requires "outreach" scope on the API key.

Search and filter product-relevant evidence from filings, earnings, company pages and web news. Optional company_event metadata denotes a materially current, product-sales-relevant event. Free operation. Excerpts contain direct quotes indicating interest in or need for the product. Each excerpt's text_marked carries <mark>…</mark> tags identifying the most relevant product or event sentence(s) — quote or emphasize those sentences when presenting evidence, converting the tags to bold/emphasis if the rendering surface cannot display HTML. text_marked is HTML-escaped outside the tags; use the plain text field with the highlights offsets when raw text is needed. NOTE: the keyword filter matches against each excerpt's tagged pain points (see the product's keywords from get_product), NOT the raw quote text — a keyword absent from the pain-point tags returns zero results even if it appears verbatim in a quote.

Mark or unmark a stakeholder as the top pick for their buying-committee role on the DealMap. This is a team-wide annotation visible to all team members. Use get_dealmap first to find the stakeholder's node_id. Free operation.