company_cloud_spend
ChatGPTRetrieve cloud vendor and technology service data from HG Insights Cloud Dynamics (Intricately) for a specific company. Provide a company domain (e.g., "nike.com") or an HG Insights company ID (hg_id). If both are provided, hg_id takes precedence. Returns cloud vendors by service category with adoption dates and geographical traffic distribution for technology intelligence and sales opportunity analysis.
company_contracts
ChatGPTRetrieve contract intelligence for a company. Provide a company domain (e.g., "salesforce.com") or an HG Insights company ID (hg_id). If both are provided, hg_id takes precedence. Domain-based lookups automatically include contracts held by subsidiaries across the corporate family (matching HG app behavior). HG ID lookups return contracts for that specific entity only. IMPORTANT SCOPE: This tool returns ICT outsourced contracts (typically via Global System Integrators like Accenture, IBM, Cognizant) - NOT individual product contracts or vendor renewal dates. Data comes from publicly announced contracts and is not comprehensive. Best combined with firmographic, technographic, and IT spend data for full context. Returns vendor relationships, deal values, contract status, service line breakdowns, contract durations, and contractHolder (the entity holding each contract). Optionally include U.S. federal government contracts from USAspending.gov by setting includeFederalContracts=true (requires datagov integration). Federal data includes awarding agency, contract type, NAICS codes, set-aside information, and SAM.gov entity registration details.
company_fai
ChatGPTRetrieve functional area intelligence about how specific products are used within company departments. PREFERRED: Pass productIds (numeric IDs from company_technographic productId field) for exact, deterministic lookup. FALLBACK: Pass product names for fuzzy matching. Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id). If both are provided, hg_id takes precedence.
company_firmographic
ChatGPTRetrieve comprehensive business information about companies including industry, employee count, revenue, location, and technologies. Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id). If both are provided, hg_id takes precedence.
company_gov_opportunities
ChatGPTFind open federal solicitations where a specific company is the incumbent contractor or a likely bidder based on their NAICS codes and existing contract portfolio. Resolves the company via SAM.gov, then searches for matching opportunities. Requires the SAM.gov (Data.gov) integration to be configured.
company_gov_relationships
ChatGPTShow prime/subcontractor relationships for a company from federal subaward data. Reveals which companies a prospect teams with on government deals, including contract counts and total subaward values. Data sourced from USAspending.gov subaward records. Requires the SAM.gov (Data.gov) integration to be configured.
company_install_time_series
ChatGPTGet installation intensity time series data for a company's technology usage. Returns monthly intensity values (0-100 scale) for each product over time. Use to answer trend questions like 'How has Cisco's usage of Snowflake changed over the past 2 years?' Filter by products, vendors, or categories. Each product includes current_intensity, intensity_momentum (positive = growing), and is_active status. Products are ordered by current intensity (descending) when no filters are applied. Empty results mean no matching products were found for the specified filters.
company_intent
ChatGPTGet a broad overview of intent signals for a specific company. Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id). Returns the top intent topics by score with merged HG proprietary + TrustRadius buyer intent data including: topic scores, intent levels, buyer journey stages, context dispositions for competitive intelligence (e.g., displacement signals), and TrustRadius buyer activities. Use vendor_name for competitive intelligence (e.g., "Is Prudential looking at Snowflake competitors?"). NOTE: For topic-specific queries (e.g., "Does Caterpillar show intent for Siemens Teamcenter?"), use intent_category with the topic_name instead — company_intent returns the top topics by score and may miss specific topics for companies with many active signals.
company_operating_signals
ChatGPTRetrieve company operating signals by combining mentions-derived attributes (work_model, cloud_posture, esg_commitment, iot_posture, network_modernization, automation_stage) and GenAI maturity attributes (ai_trajectory, cloud_depth, genai_readiness, intent_adoption_gap). Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id).
company_research
ChatGPTComprehensive company research that aggregates firmographic, technographic, IT spend, cloud spend, intent signals, contracts, and operating signals into a single interactive dashboard. Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id). Requires fewer API calls than querying each tool individually.
company_spend
ChatGPTRetrieve IT spend data from HGInsights for a specific company. Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id, e.g., "0FF69D9F596504A1FF4FF5B16FF"). If both are provided, hg_id takes precedence. Returns detailed spend amounts by category and geography, with currency formatting and category hierarchies for sales intelligence and market analysis.
company_technographic
ChatGPTREQUIRED WORKFLOW — follow these steps before calling this tool: 1. To check a SPECIFIC vendor/product: call get_vendor_information first → pass the returned vendorIds/productIds here. 2. To filter by category: call list_product_categories first → pass the exact category name here. 3. For a full unfiltered tech stack: call this tool directly with no filters. Skipping step 1 or 2 causes missed results (e.g., Snowflake is under 'Database Management', not 'Data Warehousing'). Get technographic data (technology usage) for a company by domain. Returns installed technologies with productId (numeric), vendor, usage intensity, and verification dates. Use the productId values from results when calling company_fai for precise lookups. Filter by 'categories' for category-based filtering, or by 'vendorIds'/'productIds' for exact vendor/product filtering (preferred for specific vendor lookups). Large unfiltered requests may be truncated. Default limit: 50. Empty results mean no data was found for the specified filters — do NOT say the tool lacks functionality. Provide a company domain (e.g., "cisco.com") or an HG Insights company ID (hg_id). If both are provided, hg_id takes precedence.
contact_enrich
ChatGPTEnrich contacts with full details: email, phone, social profiles, employment history. Supports Apollo and ZoomInfo providers (auto-selected based on org configuration). USES CREDITS. Use contact_search first to find contacts (free), then enrich the best matches. Accepts contact ID (most accurate), name + company, or up to 25 contacts for bulk enrichment. Specify provider to target the same provider used in search.
contact_search
ChatGPTSearch for contacts at a company by title, seniority, and location. Supports Apollo and ZoomInfo providers (auto-selected based on org configuration). Returns basic contact info (name, title, LinkedIn). FREE - does not use credits. IMPORTANT RULES: 1) Combine ALL title variations in ONE call using arrays (e.g., personTitles: ['VP Marketing', 'CMO', 'Head of Marketing']). 2) Do NOT make separate calls for each title - use ONE search with all titles combined. 3) If a search returns 0 results, STOP - do not retry with different title variations. Report 'no matches found' to the user. 4) Maximum 2 searches per user request (initial search + optional pagination). Use contact_enrich to get email/phone for the best matches.
get_vendor_information
ChatGPTLook up technology vendors from the HG Insights catalog. When vendorName is provided, performs fuzzy search and returns matched vendors with their product IDs — use these IDs with company_technographic's productIds or vendorIds parameters to check if a company uses that vendor's technologies. When vendorName is omitted, returns the full vendor catalog for discovery. TIP: To check if a company uses a specific vendor, call this tool first to get the vendor ID, then call company_technographic with the vendorIds parameter.
hg_catalog
ChatGPTReturns the HG Insights data warehouse schema — table names, descriptions, approximate row counts, and column definitions (name, type, description). Call this tool before writing queries with hg_data_query to discover available tables and columns. Pass an optional table_name to filter results to a single table.
hg_data_query
ChatGPTExecute read-only SQL SELECT queries against the HG Insights data warehouse. Call the hg_catalog tool first to discover available tables and columns before writing queries. Queries must be SELECT-only (no INSERT, UPDATE, DELETE, DROP, etc.). Returns rows, column names, row count, and credits consumed. Credit cost is dynamic based on the query (reported by the upstream API).
intent_category
ChatGPTFind companies showing intent for a topic, vendor, or product. Returns merged HG proprietary + TrustRadius buyer intent signals with signal strength (0-100), intent levels, buyer journey stages, and context types. Use list_intent_topics to discover available topics first.
list_intent_topics
ChatGPTSearch or list intent topics from the official HG Insights catalog. Intent topics represent buying signals and research areas that indicate what technologies companies are actively investigating or planning to purchase. Use the 'query' parameter to fuzzy-search topics by name (recommended to avoid overwhelming results). Use 'category' to filter by topic category. IMPORTANT: When recommending intent topics, always use this tool to look up real topic IDs and names — never guess or fabricate them.
list_product_attributes
ChatGPTSearch or list product attributes from the official HG Insights catalog. Product attributes describe technology characteristics like deployment model (Cloud-Based, On-Premise), licensing (Open Source, Enterprise), and other features. Use the 'query' parameter to fuzzy-search attributes by name (recommended). IMPORTANT: When filtering by product attributes, always use this tool to look up the exact attribute name — never guess or approximate.
list_product_categories
ChatGPTSearch or list product categories from the official HG Insights catalog. Returns hierarchical category structure with IDs, names, and category trees. Use the 'query' parameter to fuzzy-search categories by name (recommended). Use 'parentId' to navigate the category hierarchy. IMPORTANT: When filtering company technographics by category, always use this tool to look up the exact category name — never guess or approximate.
phoenix_get_run_status
ChatGPTGet the status and details of a Phoenix agent run. Returns the current status, any generated artifacts, and cost information.
phoenix_invoke_agent
ChatGPTExecute a Phoenix AI agent with the specified inputs. Creates an agent run that will be processed asynchronously. Returns the run ID for tracking status and retrieving artifacts.
phoenix_list_agents
ChatGPTList all available Phoenix AI agents for this organization. Returns agents that have been published and are ready for invocation. Each agent has specific capabilities defined by its allowed tools and input schema.
search_companies
ChatGPTSearch for companies in the HG Insights data warehouse. PREFERRED: Use structured parameters (technologies, industries, countries, states, revenueMin/Max, employeesMin/Max, companyName, trends, excludeTechnologies, technologyMode) for reliable, deterministic SQL generation. ALTERNATIVE: Pass a natural language searchCriteria string (less reliable). Read the company_search_guide prompt first for product aliases and usage examples. If you provide hg_id or hg_ids, other filters are optional. Credit cost is dynamic based on the query (reported by the upstream API).
search_federal_contracts
ChatGPTSearch USAspending.gov for U.S. federal contract awards. Filter by awarding agency, NAICS code, PSC code, keywords, contract value range, date range, and small business set-aside type. Returns contract details including recipient, obligation amount, and performance location. Requires the SAM.gov (Data.gov) integration to be configured.
search_gov_opportunities
ChatGPTSearch SAM.gov for open U.S. federal solicitations (RFPs, RFQs, presolicitations, sources sought). Filter by keywords, NAICS code, PSC code, agency, set-aside type, posting date, and response deadline. Returns opportunity details including title, agency, deadline, and direct SAM.gov link. Requires the SAM.gov (Data.gov) integration to be configured.
sec_filing_section
ChatGPTExtract specific sections from SEC 10-K, 10-Q, or 8-K filings. Returns cleaned text optimized for analysis. SECTION MAPPING GUIDE - For questions about: 10-K ANNUAL REPORTS: - Company overview, products, markets, strategy → "1" (Business) - Risks, challenges, uncertainties, threats → "1A" (Risk Factors) - Financial performance discussion, trends → "7" (MD&A) - Executive pay, stock options, bonuses → "11" (Executive Compensation) - Board members, leadership team → "10" (Directors & Officers) - Legal issues, lawsuits, litigation → "3" (Legal Proceedings) - Properties, facilities, real estate → "2" (Properties) 10-Q QUARTERLY REPORTS: - Quarterly performance analysis → "part1item2" (MD&A) - Updated risk factors → "part2item1a" (Risk Factors) - Quarterly financial statements → "part1item1" (Financial Statements) 8-K CURRENT EVENTS: - CEO/CFO changes, executive departures → "5.02" (Officer Changes) - Earnings announcements, quarterly results → "2.02" (Results of Operations) - M&A activity, acquisitions, divestitures → "2.01" (Acquisition/Disposition) - Cybersecurity breaches, incidents → "1.05" (Cybersecurity Incident) - New contracts, major partnerships → "1.01" (Material Agreement) - Contract terminations → "1.02" (Termination of Agreement) - Bankruptcy filings → "1.03" (Bankruptcy) - Auditor changes → "4.01" (Accountant Changes) - Stock delisting notices → "3.01" (Delisting Notice)
sec_full_text_search
ChatGPTSearch within SEC filing content for specific terms or phrases. Supports boolean operators (AND, OR, NOT), wildcards (), and exact phrase matching ("quoted"). Use to find filings mentioning specific topics, risks, or events. QUERY EXAMPLES: - "material weakness" - Find exact phrase - cybersecurity AND breach - Both terms required - layoff - Wildcard matching (layoff, layoffs, etc.) - "going concern" OR "substantial doubt" - Either phrase - acquisition NOT merger - Exclude term COMMON USE CASES: - Risk monitoring: "material weakness", "going concern" - Cyber incidents: "cybersecurity incident", "data breach" - M&A activity: acquisition, merger, "change of control" - Restructuring: layoff*, "workforce reduction", restructuring - Leadership changes: "chief executive", "board of directors"
