{"uid":"cap_332rPWVPiM6iWhInlCvh-","slug":"tradepilotusa-account-plan-generator-c5683401","name":"TradepilotUSA Account Plan Generator","description":"Build an account plan from supplied account facts: hypotheses, stakeholders, objectives, and next actions. Uses buyer-supplied information only; no external research or outbound actions. Returns a draft for human review.","url":"https://www.tradepilotusa.com/api/agent-commerce/v1/services/account_plan/execute?utm_source=zero.xyz","method":"POST","headers":{},"bodySchema":{"type":"object","properties":{"brief":{"type":"string","maxLength":12000,"minLength":10},"audience":{"type":"string","maxLength":500},"source_text":{"type":"string","maxLength":32000,"minLength":20}}},"responseSchema":{"type":"json","example":{"task":"account_plan","summary":"The account plan for Example Door Company focuses on improving consultation scheduling by addressing missed appointments through a scheduling-process assessment. Key next steps include a discovery mee","artifact":"Illustrative excerpt from a synthetic provider check:\n## Account Plan for Example Door Company\n\n### Account Facts\n- Company: Example Door Company\n- Industry: Residential entry door installation\n- Location: Dallas\n- Team: Two-person installation crew\n- Key Stakeholder: Operations Manager\n\n### Hypotheses\n- The operations manager is seeking to improve the consultation scheduling process.\n- Missed appointments are a pain point impacting operations.\n- The company may benefit from a scheduling-process assessment to identify inefficiencies.\n\n### Stakehold","provenance":{"source":"buyer_supplied","generated_at":"2026-09-22T14:39:37.905Z","external_research_performed":false},"request_id":"example_account_plan","assumptions":["The operations manager is the primary decision-maker for scheduling improvements.","Missed appointments are a significant issue affecting operations."],"evidence_gaps":["Budget availability and purchase timeline from Example Door Company.","Detailed metrics and descriptions of the current consultation scheduling process."],"requires_human_review":true}},"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.25","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.25/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.25","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.25","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_Bg98dxBwx-3ADo6JMxCEv","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.25","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Generates a structured account plan document for a business prospect or customer, including hypotheses, stakeholder analysis, next steps, and evidence gaps.","exampleAgentPrompt":"Can you generate an account plan for Example Door Company in Dallas? They're a two-person residential door installation crew struggling with missed consultation appointments — use these CRM notes as source material and target it toward their Operations Manager.","exampleUseCases":[{"title":"Sales prep for enterprise prospect","prompt":"I have a discovery call tomorrow with Acme Manufacturing — can you generate an account plan for them? Here's everything I know from our last two calls and their LinkedIn page. The audience is their VP of Operations."},{"title":"Account plan from CRM notes","prompt":"Pull together an account plan for Sunrise HVAC using the notes I have from our last three interactions — the audience is their owner and main decision-maker, and we're trying to address their scheduling inefficiency issues."},{"title":"Onboarding plan for new customer","prompt":"We just closed UrbanFit Gym as a customer. Can you build an account plan to guide the first 90 days? Here's their onboarding brief and notes from the sales handoff. The audience is their Facilities Manager."}],"resultDescription":"Returns a JSON object containing a structured account plan with a summary, a full plan artifact (markdown-formatted document with account facts, hypotheses, stakeholder analysis, and recommended next steps), a list of assumptions made, identified evidence gaps requiring follow-up, and a flag indicating whether human review is recommended before use.","failureModes":["source_text too short (under 20 characters) returns validation error","brief too short (under 10 characters) returns validation error","source_text exceeds 32,000 character limit returns payload too large error","Payment failure or insufficient USDC balance returns 402","Malformed JSON request body returns 400","Service unavailable returns 503 with no plan generated"],"whenToPreferThis":"Use this endpoint when you need a structured, AI-generated account plan document grounded in supplied source text (e.g. CRM notes, meeting transcripts, prospect research). It is best suited for sales teams, account managers, and B2B operations workflows that need to turn raw notes or briefs into a professional account planning artifact with hypotheses and next steps — rather than a generic summary or a simple document template.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-02T00:44:38.218Z","isFirstParty":false,"canonicalSlug":"tradepilotusa-account-plan-generator-c5683401"}