skills/analyze-account-signals/references/request-schema.yaml

# Request schema for analyze-account-signals
#
# Accepted inputs:
# 1. prompt-only natural language
# 2. pasted YAML
# 3. attached YAML
#
# Use structured input as the source of truth when both prompt text and YAML are present.

mode: "adhoc"              # required enum: adhoc | monitor

# Single-account selectors
company_name: ""           # required for adhoc when crm_account_id is missing
crm_account_id: ""         # preferred stable CRM identifier when known

# Portfolio selectors
owner_id: ""               # used in monitor mode when watchlist_accounts is empty
owner_email: ""            # fallback owner identifier for monitor mode

# Optional explicit scope for monitor mode.
# Each entry may be a company name, CRM account id, or an object with both.
watchlist_accounts: []
# Example:
# watchlist_accounts:
#   - "ExampleCorp"
#   - "001US00000ABC123"
#   - company_name: "ExampleCo"
#     crm_account_id: "001US00000XYZ456"

# Recency window for source queries and signal freshness.
time_window: "14d"         # examples: 7d | 14d | 30d

# Optional prioritization or analysis hints.
focus_areas: []
# examples:
# - expansion
# - churn
# - rollout blockers
# - stakeholder movement

output_style: ""           # optional; defaults by mode

# Internal normalized shape
#
# mode: "adhoc" | "monitor"
# company_name: ""
# crm_account_id: ""
# owner_id: ""
# owner_email: ""
# watchlist_accounts: []
# time_window: "14d"
# focus_areas: []
# output_style: "brief" | "inbox_summary"

# Interface rules
#
# 1. `adhoc` mode requires exactly one target account by name or id.
# 2. `monitor` mode prefers `watchlist_accounts`; otherwise it requires `owner_id` or `owner_email`.
# 3. When both `watchlist_accounts` and owner fields are present, the watchlist wins.
# 4. When both `company_name` and `crm_account_id` are present for the same target, the account id wins.
# 5. Accept `sfdc_account_id` as a legacy alias for `crm_account_id` when older inputs use it.
# 6. If `output_style` is omitted:
#    - `adhoc` -> `brief`
#    - `monitor` -> `inbox_summary`
# 7. `time_window` defaults to `14d`.
# 8. `focus_areas` is optional and only narrows interpretation and prioritization.
# 9. Structured input wins over conflicting prompt wording.