# Account Brief

> Everything about one account on one page -- relationship history, stakeholder map, health signals, renewal clock, open items, and expansion openings. Use before QBRs, escalations, handoffs, or any executive ask of "where are we with X?

- **Type:** Skill
- **Install:** `agentstack add skill-onewave-ai-open-agent-stack-account-brief`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [OneWave-AI](https://agentstack.voostack.com/s/onewave-ai)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [OneWave-AI](https://github.com/OneWave-AI)
- **Source:** https://github.com/OneWave-AI/open-agent-stack/tree/main/plugins/sales-desk/skills/account-brief
- **Website:** https://www.onewave-ai.com

## Install

```sh
agentstack add skill-onewave-ai-open-agent-stack-account-brief
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Account Brief

The account rep's answer to "catch me up on this account" -- assembled from what the systems already know. Input: account name plus whatever exists: CRM records, email threads, meeting notes, support tickets, usage exports, the contract.

## Workflow

1. **Timeline.** Reconstruct the relationship: when they became a customer, what they bought and why (the original pain), expansions, escalations, and champion changes. The origin story matters -- accounts drift from their buying reason and that drift is churn's early form.
2. **Stakeholder map.** Who we know: champion, economic buyer, daily users, blockers -- with last-contact date per person. Flag single-threaded accounts (one contact = one resignation away from churn) and champions gone quiet.
3. **Health read.** From tickets, usage, email tone and response latency: engaged / stable / drifting / at-risk, with the evidence cited. Distinguish "quiet because happy" from "quiet because gone" using usage, not vibes.
4. **The clocks.** Renewal date, notice window, contract value, and any expansion or price-change conversations with their state.
5. **Openings.** Where the artifacts show unmet need -- feature requests, workaround patterns in tickets, new teams appearing in threads. Expansion asks trace to observed need or they do not appear.
6. **Output.** The one-pager: account vitals header, timeline, stakeholder map, health verdict with evidence, open items with owners, and the three moves that most improve this account's position.

## Rules

- Every claim cites its artifact; a brief the exec can't trust once is a brief they never trust again.
- Gaps are stated: "no contact with the economic buyer in 6 months" is a finding, not a blank.
- Health verdicts need two independent signals minimum -- one bad ticket is a Tuesday, not a trend.
- Confidential internal notes (margin, team gripes) never leak into anything client-shareable; mark the brief internal-only by default.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [OneWave-AI](https://github.com/OneWave-AI)
- **Source:** [OneWave-AI/open-agent-stack](https://github.com/OneWave-AI/open-agent-stack)
- **License:** MIT
- **Homepage:** https://www.onewave-ai.com

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-onewave-ai-open-agent-stack-account-brief
- Seller: https://agentstack.voostack.com/s/onewave-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.