Account vault

account-vault

This skill turns the vault folder into a queryable, agent-writable intelligence layer for the GTM operator's target accounts. Every account is one markdown file at vault/accounts/<domain>.md. The skill knows the schema, the read patterns, and the write protocol from the root CLAUDE.md.

Deploy when

• The user mentions a target account by domain or company name
• The user asks for a dossier, brief, or summary of an account
• The user has a new signal, interaction, meeting note, or research finding to file
• The user wants to find accounts matching criteria ("show me all Series B fintechs in our vault")

What this skill is NOT

• Not the CRM. Stage, owner, and ARR live in the CRM. The crm_id frontmatter field is the bidirectional link — never re-derive CRM data here.
• Not a free-form notes app. Account-scoped intel only. Send personal notes elsewhere.

STEP 0: Parse the user's input

Expected forms:

• /account-vault new <domain> — scaffold a new file
• /account-vault dossier <domain> — 5-bullet brief
• /account-vault append <domain> <signal_type> "<note>" — append a signal
• /account-vault summary <domain> — regenerate the top-of-file summary
• /account-vault list [filter] — search by frontmatter

Or natural language: "tell me about acme.com", "what do we know about Acme?", "add to acme.com: they hired a new VP Sales", "show me all tier-A accounts".

Extract:

• command (one of: new, dossier, append, summary, list)
• domain (root domain — strip protocol, www., trailing slashes)
• args (signal_type, note, filter — depending on command)

If the domain is ambiguous (the user said the company name not the domain), search vault/accounts/ for matching frontmatter domain: or filename. If multiple match, ask which one.

STEP 1: Route by command

new <domain>

1. Check if vault/accounts/<domain>.md already exists. If yes, surface the existing file and ask if the user wants to view, append, or overwrite (destructive — never default to overwrite).
2. Copy vault/_templates/account.md to vault/accounts/<domain>.md.
3. Fill in domain:, created: <today>, last_touched: <today> in the frontmatter. Leave the rest blank for the user.
4. Surface: "Created vault/accounts/<domain>.md. Fill in Firmographics + Open questions when you have them; the rest will populate as you append signals and interactions."

dossier <domain>

1. Read vault/accounts/<domain>.md. If it does not exist, offer to create it (new) and stop.
2. Parse the frontmatter and the Summary section. If the Summary section has fewer than 3 bullets or is older than 14 days (compare last_touched), regenerate it (see summary).
3. Read the most recent 3 signals from the Buying signals section.
4. Read the most recent 2 interactions from the Interaction log.
5. Produce a 5-bullet brief:
   • Bullet 1: who they are (firmographics one-liner)
   • Bullet 2: most recent signal + its implication
   • Bullet 3: most recent interaction + outcome
   • Bullet 4: the top open question (if any)
   • Bullet 5: the recommended next action (judgment — be concrete)
6. Cite the file with a vault/accounts/<domain>.md line at the bottom so the user can open it.

Total token budget: ~600 tokens out. Brief means brief.

append <domain> <signal_type> "<note>"

1. Read vault/accounts/<domain>.md. If it does not exist, offer to create it (new) and stop.

2. Validate signal_type against vault/signals/signal-catalog.md. If unknown, ask the user whether to (a) pick an existing type, or (b) add a new type to the catalog first (do not silently invent new types).

3. Append under the <!-- agent-appendable: signals --> marker, at the top of the section (newest-first), using the schema from the signal catalog:

   ### <YYYY-MM-DD> — <one-line title derived from the note>
   - Signal type: <signal_type>
   - Source: <source — ask if not given>
   - Confidence: <low | medium | high — ask if not given>
   - Implication: <one sentence — generate from the note>
   

4. Update last_touched: in frontmatter to today.

5. Mark the Summary section stale (add a comment <!-- stale: regenerate --> near the marker). Do NOT auto-regenerate the summary on every append — too expensive. Regenerate on demand or once per week via heartbeat.

6. Confirm: "Appended <signal_type> signal to vault/accounts/<domain>.md. Summary marked stale. Run /account-vault summary <domain> to refresh."

summary <domain>

1. Read the entire file.
2. Generate a 5-bullet summary that covers:
   • Firmographics one-liner (industry + size + stage)
   • Most recent material signal + implication
   • Most recent interaction + outcome
   • Tech stack and most relevant adjacent products
   • The top open question or the recommended next action
3. Replace the body of the Summary section (between ## Summary and the next ## heading) with the new bullets.
4. Remove any <!-- stale: regenerate --> marker.
5. Update last_touched: to today.

list [filter]

1. Walk vault/accounts/*.md reading only the frontmatter (do NOT read full files — keep this cheap).
2. If no filter, list all accounts with: filename, tier, status, last_touched, top-tags.
3. If filter is given, parse it as key=value (e.g., tier=A, status=active, tags=fintech). Multi-criteria filters are AND'd. Examples the user might give: list tier=A status=active, list tags=fintech, list last_touched>=2026-05-01.
4. Output a sorted table (by last_touched descending).
5. Cap the list at 50; if more match, surface the count and ask whether to widen the view.

STEP 2: Maintain the write protocol

Always:

• Write under <!-- agent-appendable: ... --> markers only. Never touch Firmographics or Open questions sections (those are human-maintained).
• Use ISO dates (YYYY-MM-DD). Refuse relative dates ("yesterday", "last week") — ask for the date if not given.
• Wikilink contacts as [[<slug>]] referencing files in vault/people/.
• After any write, update last_touched: in frontmatter.

Configuration

Required environment:

• ANTHROPIC_API_KEY — for summary and dossier (these use the Anthropic SDK via the in-session model, no extra config needed if the user is already running Claude Code)

Optional environment:

• VAULT_ROOT — path to the vault. Defaults to the current working directory's vault/ folder if Claude Code was launched at the repo root.

Installation

Drop this file at ~/.claude/skills/account-vault/SKILL.md. Restart Claude Code if needed (or /skills reload). The skill is then available via the /account-vault slash command and via natural language ("tell me about acme.com").