company-brain-mcp

Fetch the full account context graph for an account: Org → MENTIONS → Meetings → PARTICIPATED_IN → Persons + TAGGED_WITH → Tags. Returns a rich JSONB skeleton used by the CS chat pipeline. Requires sql/018 to be applied.

Get health signals across all customer accounts: churn/risk signal counts, days since last meeting, NPS, account health status, and expansion signals. Use risk_only=true to surface only at-risk accounts.

Get a summary of a customer account: top signal tags, recent meetings, and context chunks. Returns account health metadata from Zoho CRM plus brain-extracted signal data.

Find existing customer accounts most similar to a prospect description. Returns customer accounts ranked by industry match first, then semantic similarity. Use this for social proof when pitching to a prospect: "here are customers like you that we already serve." Takes a free-text description — the …

Find all accounts where specific tag signals appear (e.g. churn_risk, feature_request, pricing_concern). Returns accounts ranked by aggregate tag weight — the higher the weight, the more strongly the signal appeared across their meetings. Use query_tag_trends to discover available tag slugs first.

Find accounts with similar signal profiles to a reference account, using shared tag weight overlap. Useful for benchmarking (how do at-risk accounts compare?) or finding clusters of accounts with the same pain points.

Get aggregate facts about an account: total meeting count, date range, top tags by weight, and meeting type distribution. Returns empty if the account is not in the brain.

Retrieve the full transcript of a specific meeting assembled from chunks in reading order. Call list_account_meetings first to obtain the meeting_id. Returns all transcript chunks with speaker names where resolved.

Get the GoFleet/ZenduIT internal org chart: Tribes (top-level departments), Pods (sub-divisions), and Chapters (cross-pod discipline groups), each with their current leader. Use to find who to escalate to or which team owns a function.

Get all meetings a specific person has participated in across all accounts, in reverse chronological order. Use to understand a contact's history, prepare for handoffs, or map relationships between people and accounts.

List meetings for a specific account or globally across all accounts. Supports ordering, type filtering, and date range filtering. Returns meeting metadata including type, date, duration, and tag slugs.

Aggregate signal tag trends across meetings. Shows which tags (product_gap, churn_signal, competitive_intel, etc.) appear most, across how many accounts and meetings, with sample account names. Works globally or scoped to one account.

Search RingCentral phone-call events by phone number, participant, and/or direction. Returns per-call detail (direction, from/to number + name, duration) plus a direction breakdown counting ALL matching calls. Use for questions like "was this call inbound or outbound?", "do we have any calls on <num…

Semantic search across meeting transcript chunks using 3-leg hybrid retrieval (HNSW vector + full-text + tag signal). Scope to an account or search globally. Optionally filter by tag slugs or recency. Returns ranked transcript excerpts with meeting context.

Search for people (employees or external contacts) by name or email. Returns their org affiliation, internal/external status, and meeting count in the brain. Useful for finding account contacts, relationship mapping, or looking up who attended a meeting.

Semantic search across the company product knowledge base: feature specs, competitor battlecards (vs Samsara, Motive, Lytx, etc.), objection-handling scripts, ICP profiles, and value propositions. Use this when a question is about our products, their capabilities, how they compare to competitors, or…