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skills/plan-deal-strategy/references/request-schema.yaml

1.89 KB · Oct 3, 2026 · 06:02 UTC

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type: object
required:
  - mode
properties:
  account_name:
    type: string
    description: Customer account name.
  crm_account_id:
    type: string
    description: "~~CRM account ID if known."
  sfdc_account_id:
    type: string
    description: "Legacy alias for `crm_account_id`; normalize to `crm_account_id` before use."
  opportunity_id:
    type: string
    description: "~~CRM opportunity ID if known."
  opportunity_name:
    type: string
  time_window_days:
    type: integer
    minimum: 14
    maximum: 365
    default: 90
  mode:
    type: string
    enum:
      - full
      - deal_map_only
      - buying_committee_only
      - procurement_risk_only
      - next_actions_only
    default: full
  deal_stage_hint:
    type: string
    enum:
      - discovery
      - evaluation
      - poc
      - commercial
      - procurement
      - commit_window
      - negotiation
      - unknown
    default: unknown
  known_stakeholders:
    type: array
    items:
      type: object
      properties:
        name:
          type: string
        title:
          type: string
        org:
          type: string
        role_hint:
          type: string
  seed_evidence:
    type: array
    description: Optional hints supplied by the user. Not required; the skill should discover evidence via connectors.
    items:
      type: object
      properties:
        evidence_type:
          type: string
          enum:
            - call_transcript
            - external_email_thread
            - slack_account_channel
            - crm_activity
            - internal_strategy_doc
            - calendar_history
            - pasted_notes
        locator:
          type: string
  strict_evidence:
    type: boolean
    default: true
  max_next_actions:
    type: integer
    minimum: 3
    maximum: 12
    default: 7
  use_data_enrichment:
    type: string
    enum:
      - auto
      - on
      - off
    default: auto

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