Enterprise Prospecting & Outreach Orchestrator

coordinator_agent = client.beta.agents.create(
    name="Enterprise Research Coordinator",
    model="claude-opus-4-7",
    description="Orchestrates prospecting research and outreach strategy.",
    system=(
        "You are the lead orchestrator. Use the Task tool to delegate to "
        "specialist subagents. Always maintain a 'case facts' block with "
        "non-negotiable transactional data."
    ),
    tools=[
        {
            "type": "agent_toolset_20260401",
            "configs": [
                {"name": "web_search", "enabled": True, "permission_policy": {"type": "always_allow"}},
                {"name": "web_fetch",  "enabled": True, "permission_policy": {"type": "always_allow"}},
            ],
        }
    ],
)

{
  "mcpServers": {
    "crm": {
      "command": "node",
      "args": ["./mcp-servers/crm-server.js"],
      "env": {
        "CRM_TOKEN": "${CRM_TOKEN}",
        "CRM_BASE_URL": "${CRM_BASE_URL}"
      }
    }
  }
}

session = client.beta.sessions.create(
    agent_id=coordinator_agent.id,
    mcp_servers=[
        {
            "name": "crm-server",
            "type": "url",
            "url": "https://mcp.your-enterprise.com/crm",
            "authorization_token": os.environ["CRM_TOKEN"],
        }
    ],
)

# Coordinator turn: spawn parallel research subagents in a single message
client.beta.sessions.events.send(
    session_id=session.id,
    event={
        "type": "user.message",
        "content": [{
            "type": "text",
            "text": (
                "Research AI adoption in Fintech and Healthcare simultaneously. "
                "Spawn three Task subagents: web_research, financial_analysis, "
                "and competitor_tracking. Pass each only the prospect summary."
            ),
        }],
    },
)

def subagent_tool_handler(tool_input):
    try:
        return {"data": run_research(tool_input)}
    except TimeoutError:
        return {
            "errorCategory": "API_TIMEOUT",
            "isRetryable": True,
            "message": "Research API timed out. Retry with a narrower query."
        }
    except PermissionError:
        return {
            "errorCategory": "INVALID_PERMISSIONS",
            "isRetryable": False,
            "message": "Token lacks access. Coordinator should pivot, not retry."
        }

message_batch = client.beta.messages.batches.create(
    betas=["output-300k-2026-03-24"],
    requests=[
        {
            "custom_id": "outreach-campaign-001",
            "params": {
                "model": "claude-sonnet-4-6",
                "max_tokens": 300000,
                "messages": [{
                    "role": "user",
                    "content": "Generate a 100-page market intelligence report for Fintech CTOs."
                }],
                "tools": [{
                    "type": "advisor_20260301",
                    "name": "advisor",
                    "model": "claude-opus-4-7",
                    "effort": "xhigh",
                    "caching": {"type": "ephemeral", "ttl": "1h"}
                }],
                "output_config": {
                    "format": {
                        "type": "json_schema",
                        "schema": {
                            "type": "object",
                            "properties": {
                                "company_name":   {"type": "string"},
                                "contact_email":  {"type": "string"},
                                "annual_revenue": {"type": ["integer", "null"]},
                                "budget_range":   {"type": ["string", "null"]}
                            },
                            "required": ["company_name", "contact_email", "annual_revenue", "budget_range"],
                            "additionalProperties": False
                        }
                    }
                }
            }
        }
    ]
)

response = client.messages.create(
    model="claude-opus-4-7",
    max_tokens=16000,
    thinking={"type": "adaptive"},
    effort="xhigh",
    inference_geo="us",                     # 1.1x multiplier; ZDR-eligible
    context_management={
        "edits": [
            {
                "type": "compact_20260112",
                "trigger": {"input_tokens": 50000},
                "instructions": "Summarize research findings but preserve 'case facts' verbatim."
            }
        ]
    },
    extra_headers={"anthropic-beta": "compact-2026-01-12"},
    messages=conversation,
)

{
  "hooks": {
    "PreToolUse": [
      {
        "matcher": {"tool_name": "process_outreach"},
        "hooks": [
          {
            "type": "command",
            "command": "python verify_risk_score.py"
          }
        ]
      }
    ]
  }
}

---
globs: ["outreach/**/*.md", "outreach/**/*.html"]
---
# Standard Outreach Template Rules
- Open with the prospect's confirmed pain point from CRM, never a generic hook.
- Include one quantified case study from the same industry vertical.
- Close with a single, specific call to action (no menu of options).
- Never reference compliance regimes the prospect has not opted into.

---
name: generate-audit
description: Compliance audit on generated outreach emails
context: fork
allowed-tools: [read_file, web_search]
---
# Audit Skill
1. Read the email under review.
2. Cross-check claims against the prospect's stated regulated regimes.
3. Flag any unsupported compliance claims (HIPAA, SOC 2, ISO 27001, etc.).
4. Return a structured JSON report with findings and severity.