--- name: outclaw-research description: > Deeply research a specific person or organisation for B2B outreach. Pulls from every outreach-relevant tool in the user's inventory (Leadbay/LeadClaw, LinkedIn, Twitter/X, web search, company pages, podcasts, news) and writes a persistent profile into the OutClaw knowledge base. Also useful for discovery ("find me a promising lead at " via Leadbay). Triggers on: 'research ', 'look up ', 'who is ', 'find 's email|linkedin|phone|company', 'tell me about ', 'enrich ', 'pull a lead', 'surface a prospect'. Normally invoked by the outclaw orchestrator. version: 2.1.33 metadata: openclaw: emoji: "🔬" homepage: https://github.com/leadbay/outclaw --- # OutClaw — Research ## FIRST ACTION RULES — read before anything else **1. Discovery intent (user said "get me leads / pull leads / prospects / outreach plan")?** Plans are delivered in **daily batches of 10–15 fresh targets**, not 1–3. Three is noise for a salesperson at a 5% reply rate. Use the batch flow: ```bash # a) Pull + save the Leadbay response, then let the batch script do the # bulk work (tier-1 persist for every lead, fresh-pick top N, emit # manifest). # Agent: call leadbay_pull_leads (no args) → save JSON → /tmp/leadbay-pull.json bash ~/.openclaw/skills/outclaw/shared/scripts/outclaw_daily_batch.sh --n 15 --stale-after-days 7 # b) DEFAULT: skip Tier-2 for the full batch. Tier-1 bodies now carry the # Leadbay AI qualification_summary + tags + recommended contact (see # leadbay_tier1_persist.py's richer body format) — enough for Day-1 # drafts. Tier-2 research is OPT-IN for the ~top 3 the user wants to # go deeper on (costs ~3 min / lead via leadbay_research_lead). # c) Build the Day-1 scaffold for all 15 targets. Scaffolder pulls angle # hooks from each Tier-1 body (no Tier-2 required) + on-brand copy + # sender identity. python3 ~/.openclaw/skills/outclaw/shared/scripts/plan_scaffolder.py --max 15 # Output: /tmp/outclaw-plan-draft.md ``` After the scaffold is written, the agent's remaining work is **only** writing the 15 Day-1 email bodies + Provenance blocks (no research, no bookkeeping), then running channel_validator.py + draft_checker.py, then presenting. See outclaw-plan SKILL. **Tier-2 is opt-in.** When the user says "go deeper on " or "research more", THEN call `leadbay_research_lead` + `leadbay_tier2_persist.py` for that specific target. Do NOT Tier-2 the full batch by default — the turn budget won't cover 15 × 3-min research calls. **2. Targeted research intent (user named a specific person/company)?** Start at "Step 1 — Parse the input into a target" below. **3. Never fabricate.** Every fact in a KB page body, plan angle, or draft email MUST be traceable to a raw source file under `~/.openclaw/outclaw/kb/raw/` or `kb/me/`. If you can't cite the file, you can't include the fact. (See § Zero-hallucination rule.) **4. No promise-then-silent turn closes.** Do NOT end a turn with "I'll spin on that now", "surface shortly", "standby", "more to come". That pattern is a silent failure — the agent yields control and never returns. Either finish the work in this turn and present the results, or stop cleanly at the last completed step with a short "I've done X / Y is next — want me to continue?". The `draft_checker.py` promises-regex rejects plans containing these phrases. --- Your job: given a person (name, LinkedIn, email, company) or a discovery intent ("find me someone at Acme worth talking to"), use every available tool to build a **rich, persistent profile** and store it in the KB. Output quality bar: **≥3 concrete, recent (≤30 day) signals** per target + a section cross-referencing the target with `kb/me/` (mutual orgs, schools, topics, connections). If you can't hit that bar, explicitly say what you were blocked on — never paper over thin research with fluff. ## Use the tools you actually have Check your **own tool list** at session start. Your ordering preference: 1. `leadbay_research_lead` / `leadbay_research_company` — if available, use first 2. `web_search` + `web_fetch` — baseline every OpenClaw agent has these 3. `read` (for local caches under `kb/raw/`) 4. User-provided text pasted into the conversation If `leadbay_*` isn't in your tool list, that's fine — use `web_search` to find the target's LinkedIn/Twitter/company page, `web_fetch` the specific pages, and write what you actually learn into `raw/-.md`. **Never insist on a tool that isn't in your active tool list.** Stating "Leadbay isn't connected" is correct; pretending you used it is a hallucination failure. ## Resolver mandate (non-negotiable) Before creating or modifying any page under `~/.openclaw/outclaw/kb/` or any entry in `memory//memory.jsonl`, read `shared/references/RESOLVER.md` and file by primary subject, not by source format or skill name. Use `shared/scripts/kb_ingest.py` + `kb_page.py` — do not hand-craft file paths. Research facts go in `kb/{people,orgs,topics,places}/`; runtime observations ("email bounced") go in per-tenant memory, not the KB. ## Zero-hallucination rule (non-negotiable) Every signal, hook, career fact, org fact, and connection point MUST be traceable to a real source — either a URL you fetched or a file you wrote under `~/.openclaw/outclaw/kb/raw/`. If you cannot point at a real source, do NOT write the fact. Leave the field empty and list it under `gaps[]` in your return. **Specifically forbidden:** - Inventing a date ("March 2026 post", "€5M Series A in April 2026") without a URL or raw/ file that says so. - Inventing a connection point ("HEC Paris alum", "both at Stripe") unless you can cite a line in `kb/me/self.md` or `kb/me/org.md`. - Claiming you wrote a KB page without running the write command and reading the file back. Producing plausible-sounding content you can't source is a hard failure caught by the verification gate below. ## Preamble (skip if called from orchestrator) ```bash SHARED="$(dirname "$(dirname "$(cd "$(dirname "$0")" && pwd)")")/shared" bash "$SHARED/scripts/memory_search.sh" --type tool_inventory --limit 1 cat ~/.openclaw/outclaw/kb/me/self.md 2>/dev/null cat ~/.openclaw/outclaw/kb/me/org.md 2>/dev/null ``` ## Flow ### Step 1 — Parse the input into a target The user gave you some combination of: name, LinkedIn URL, email, company, title, company URL. From these, compute: - `slug` — `kb_page.py` style: lower-case name, non-alnum → `-`, e.g. `alice-chen`. Disambiguate with company if needed (`alice-chen-stripe`). - `display_name` - `company` (if known) → compute an org slug the same way (`acme-corp`) **Discovery intent** (e.g. "get me some leadbay leads", "pull a promising lead", "purchase contacts for the best ones"): **Leadbay is a sales inbox, not a queryable database.** See `shared/references/leadbay-integration.md` for the full mental model. Key rules: 1. **NEVER ask the user for "targeting criteria"** (industry, company size, geography, lead count, job titles). The user's ICP is already configured inside Leadbay. Asking for criteria = you're thinking of Leadbay as a DB, which it isn't. 2. **NEVER ask which titles to enrich** when the user says "recommended contacts" or "the best contacts" — `leadbay_enrich_titles` auto-picks based on the ICP. Recommended means Leadbay chooses. 3. **Verify your tool list FIRST.** Before attempting any Leadbay operation, check that `leadbay_pull_leads` (or at minimum `leadbay_account_status`) is in YOUR active tool list — not just `plugins.entries.leadclaw`. If the composite tools aren't bound to your agent, refuse per the template in `leadbay-integration.md` §"What to do when the composite tools aren't in your tool list". **The canonical flow — four tool-call blocks, no improvisation:** The flow is written so the agent only decides which lead_ids to deep-research. Everything else is driven by helper scripts. Execute each block; paste the literal stdout to the user. Do not paraphrase. ```bash # --- Block 1: pre-counts + pull --- BEFORE_ORGS=$(ls ~/.openclaw/outclaw/kb/orgs/ 2>/dev/null | wc -l | tr -d ' ') BEFORE_PEOPLE=$(ls ~/.openclaw/outclaw/kb/people/ 2>/dev/null | wc -l | tr -d ' ') echo "before: orgs=$BEFORE_ORGS people=$BEFORE_PEOPLE" ``` Then call the MCP tool `leadbay_account_status`, followed by `leadbay_pull_leads` (no args). Save the pull response JSON to `/tmp/leadbay-pull.json` using your Write tool. ```bash # --- Block 2: Tier-1 persist + verification gate (MANDATORY) --- python3 ~/.openclaw/skills/outclaw/shared/scripts/leadbay_tier1_persist.py \ --from-file /tmp/leadbay-pull.json AFTER_ORGS=$(ls ~/.openclaw/outclaw/kb/orgs/ | wc -l | tr -d ' ') AFTER_PEOPLE=$(ls ~/.openclaw/outclaw/kb/people/ | wc -l | tr -d ' ') N_LEADS=$(python3 -c 'import json; print(len(json.load(open("/tmp/leadbay-pull.json")).get("leads",[])))') echo "after: orgs=$AFTER_ORGS (+$((AFTER_ORGS-BEFORE_ORGS))) people=$AFTER_PEOPLE (+$((AFTER_PEOPLE-BEFORE_PEOPLE))) / leads_pulled=$N_LEADS" # GATE: the orgs delta MUST be > 0 while N_LEADS > 0. If zero, STOP — the # persist step was skipped. Do not continue to block 3. # --- Block 3: pick top N to deep-research (freshness-aware) --- python3 ~/.openclaw/skills/outclaw/shared/scripts/leadbay_top_picks.py \ --from-file /tmp/leadbay-pull.json --n 15 --stale-after-days 7 ``` This returns `{ids: [...], summaries: [...], skipped_recent: [...]}`. The `skipped_recent` array names any orgs we drafted a plan for in the last 7 days — they are INTENTIONALLY deprioritised so the user sees fresh targets day-to-day. Show the skipped list to the user with a note: "Still in flight from — include anyway?" Only re-add to the plan if the user says yes. **Tier-2 research is OPT-IN — do NOT run it for the full batch by default.** The Tier-1 body already carries the Leadbay AI qualification excerpt + tags + contact, which is enough for a Day-1 draft. Only call `leadbay_research_lead` when the user says "go deeper on " for a specific target. ```bash # --- Block 4: Tier-2 persist (per researched lead) --- for f in /tmp/leadbay-research-*.json; do python3 ~/.openclaw/skills/outclaw/shared/scripts/leadbay_tier2_persist.py --from-file "$f" done # Final audit ls ~/.openclaw/outclaw/kb/orgs/ | wc -l ls ~/.openclaw/outclaw/kb/people/ | wc -l tail -6 ~/.openclaw/outclaw/kb/log.md ``` After block 4, hand off to `outclaw-plan` with the list of slugs for the top picks. Plan draws EVERY concrete fact from the Tier-2 org/person pages — no improvised claims, no `[Your Name]` / `[Your Company]` placeholders, no fabricated "recent Series C" unless it's on the page. **Non-negotiable rules:** - Block 2's gate must pass before you touch block 3. Orgs delta zero = STOP. - Never paraphrase a script's stdout. Paste it as-is. - Never claim a KB write that isn't visible in the post-counts or log tail. - Use `enrich_titles` only when the user asks for richer contact coverage — `leadbay_pull_leads` already returns a recommended contact per lead. If you find yourself writing the words *"what industry"*, *"what size"*, *"which titles"*, STOP. You're asking the wrong question. Read `shared/references/leadbay-integration.md` again. ### Step 2 — Check KB first ```bash python3 "$SHARED/scripts/kb_search.py" --slug person:$SLUG ``` If an entry exists and its `last_updated` is ≤30 days, return it and ask the user if they want a refresh. If yes, proceed. If no entry, proceed. ### Step 2.25 — Email-domain discipline If you have an email address for the target, classify the domain BEFORE deriving a company from it: ```bash python3 "$SHARED/scripts/domain_classifier.py" "" ``` - `private` (gmail, hotmail, yahoo, proton, yandex, icloud, …): the email is a personal mailbox. **Do NOT set `company` from this domain.** Use LinkedIn / Leadbay / the target's own statements instead. - `isp` (comcast, bt, verizon, cox, …): residential internet provider — same rule. Do NOT infer employer. - `school` (.edu, .ac.uk, hec.fr, mit.edu, stanford.edu, …): academic affiliation. Note it on the page as `## Affiliations` (school, not current employer) but do NOT treat as employer unless the target is confirmed faculty/staff. - `corporate`: the domain IS the company. Use `company_slug_from_domain` result as the `kb/orgs/.md` target. Confirm by cross-checking LinkedIn / company URL when available. Example wrong inference to avoid: "alice@gmail.com" → org slug "gmail". The classifier catches that; the skill must ACTUALLY call the classifier, not eyeball the domain. ### Step 2.5 — Cross-reference: past conversations + same-company people Before running fresh external research, **sweep local context you already have**: **a. Past conversations with THIS person.** Query every connected communication-capable tool for threads where the target appears as sender or recipient. Priority order: | Tool in inventory | Query | |-------------------|-------| | `gog` (Gmail) | `gog gmail messages search "from: OR to:" --max 50 -j` | | `email-mcp` | same search via the MCP's search endpoint | | `slack-mcp-server` / `slack` | `slack search --user --max 50` | | `whatsapp-mcp-ts` / `wacli` | search conversation history by phone | | `telegram-mcp` | search chats where counterparty matches handle | | `mac_messages_mcp` / `imsg` | iMessage/SMS history by phone or contact | | `discord-mcp` | DM history by user id | | `linkedin-cli` | InMail / message history with the profile URL | | `apple-notes` / `things-mac` | search for user's own prior notes about the target | For every match, record: - Date of last interaction - Direction (sent-by-user | received-from-target) - Channel - A one-line summary (don't paste the body — PII) Drop a `raw/` snippet if the thread is substantive: `kb_ingest.py begin person --note "prior-thread--:

"`. Under `## Prior conversations` on the target's page, list each match: ``` - 2025-11-14 · Gmail · user → target · "Intro from David, re: ICP pilot" - 2026-02-03 · LinkedIn DM · target → user · "Circling back after SaaStr Annual" ``` **b. Signature extraction.** When a past email from the target exists, parse the signature block. Useful fields to harvest INTO the KB frontmatter (not prose): - `phone` (if present) - `linkedin_url` (if present — updates a missing field) - `company` (only if the domain check said `corporate` AND the signature's stated company matches the domain; otherwise flag the conflict) - `address` - Confirmed current `title` If the signature is an IMAGE (.png / .jpg attachment inline), transcribe it via an available OCR-capable tool in your inventory: | Tool | How | |------|-----| | `gemini` | `gemini describe --image --prompt "Transcribe this email signature verbatim. Return fields: name, title, company, phone, email, address, socials."` | | `image_generate` / multimodal fallback | pass the image bytes + the same prompt | | `openai-whisper-api` | audio only — not applicable | Write extracted fields onto the KB frontmatter via `kb_page.py upsert`. Never invent fields — if the OCR result is unclear, log a gap, don't guess. **c. People from the same company (if known).** If `company_slug` is known (from email or LinkedIn), pull every page in the KB for that org: ```bash # List all people with this org in their connections grep -l "orgs: .*\b\b" ~/.openclaw/outclaw/kb/people/*.md # Or the org's own backlinks: python3 "$SHARED/scripts/kb_search.py" --slug org: ``` For each of those people, surface a one-line summary on the target's page under `## Same-company context`: ``` - Bob Smith (CTO, kb/people/bob-smith.md) — active thread Mar 2026, warm - Carol Wong (VP Sales, kb/people/carol-wong.md) — opted out 2025-10 ``` If ANY same-company person has `contact_status: opt_out`, surface it prominently — opt-outs propagate to company-level wariness but NOT to automatic blocking (one person's opt-out doesn't ban outreach to their whole org). **d. Prior interactions with the ORG.** Same idea but at org-level — reach into `kb/orgs/.md`'s existing body for any `## Update` or `## Prior interactions` sections. The summary of Step 2.5 goes into the target's page body BEFORE the external-research sections you'll fill from Step 3. Past conversations + same-company context are often the most valuable signals — they beat a fresh LinkedIn scrape every time. ### Step 3 — Enrich, category-by-category Read `references/research-playbook.md` for the full matrix. Summary: 1. For **each** outreach-relevant category present in the inventory, query **at least once**. Don't skip a category that's `ready` — if you do, plan quality suffers later and the evaluation will catch it. 2. Signals you're hunting for, in order of value: - Recent public posts / talks / podcasts (≤30 days) - Career trajectory (current role tenure, prior companies) - Topic interests (inferred from what they share / write) - Mutual connections with the user (from `kb/me/self.md`) - Contact info (for later planning only — never use it here) 3. Never fabricate. If a source doesn't yield a signal, move on. Categories → tools (from inventory): - `crm` → LeadClaw for full enrichment + ICP + relationship graph - `professional_network` → LinkedIn for posts, tenure, connections - `social` → Twitter/Bluesky for recent posts - `research_web` → `browse`, `summarize` for company blog, podcasts, news - `research_contacts` → `apple-notes`, `things-mac` if the user kept prior notes ### Step 4 — Write the KB Delegate the file-writing to `shared/scripts/kb_ingest.py` + `kb_page.py`. **Every target MUST:** 1. Begin with `kb_ingest.py begin person --name ""` — creates a raw/ entry tagged with the first source. 2. Have a body containing sections: `## Role & trajectory`, `## Recent activity (≤30 days)`, `## Topics & interests`, `## Connection points with `, `## Sources`. Write via `kb_page.py upsert person --body `. 3. Touch the org: `kb_ingest.py touch org --name "" --connection person:`. Also append a `## Update ` section to the org page with whatever you learned about it while researching the person. 4. Touch topics: for each interest, `kb_ingest.py touch topic --connection person:`. Create stubs if missing. 5. Rebuild index: `python3 "$SHARED/scripts/kb_index_rebuild.py"`. 6. Log: `kb_ingest.py log ingest " research — " --pages people/.md orgs/.md topics/.md`. ### Step 4.5 — Verification gate (MANDATORY) After every `kb_page.py upsert` and `kb_ingest.py touch`, **cat the file back and include the first 40 lines under a `## Verified writes` section** in your response. Example: ```bash for p in ~/.openclaw/outclaw/kb/people/.md \ ~/.openclaw/outclaw/kb/orgs/.md \ ~/.openclaw/outclaw/kb/index.md \ ~/.openclaw/outclaw/kb/log.md; do echo "--- $p ---" /usr/bin/head -40 "$p" 2>/dev/null || echo "MISSING: $p" done ``` If any file is missing, STOP. Do not proceed to return. Report the failure in plain language — "I couldn't write the KB page because X" — and exit. Do NOT continue to Step 5 with fake content. ### Step 5 — Return Return to caller: - The KB page paths (relative to `~/.openclaw/outclaw/kb/`) - An executive paragraph: role / why-now / 2-3 specific hooks / 1-2 connection points with the user - What you *couldn't* find and why (blocked on LinkedIn auth? LeadClaw has no match? Their Twitter is private?) Delegate deep multi-tool work to the `agents/person-researcher.md` sub-agent when the target is rich enough to justify it. ## Degraded mode (no LeadClaw) When the inventory has `crm=[leadclaw:missing]` or `:needs_setup]`: - Skip ICP scoring + relationship-graph - Rely on web search + LinkedIn + social for everything - Quality score #3 (research breadth) will drop — that's expected and the user has been warned at setup time. Mention in the returned summary that Leadbay would unlock richer signals. ## What this skill does NOT do - Does not plan outreach — that's `outclaw-plan`. - Does not contact anyone. - Does not fabricate signals. When in doubt, say "I couldn't find …".

Outclaw Research

Description

Latest Changes

Install Outclaw Research with One Click