HG Insights MCP (Preview)

HG Insights MCP server provides AI agents with unified, real-time access to high-quality B2B data, signals, and contextual intelligence to power automated workflows, enrichment, and go-to-market decision-making.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name HG Insights
URL https://phoenix.hginsights.com
Email support@hginsights.com
Connector Metadata
Publisher HG Insights
Website https://phoenix.hginsights.com/docs
Privacy policy https://hginsights.com/privacy-page/
Categories AI;Business Intelligence

HG Insights MCP (Phoenix) — Microsoft ecosystem

What this is

hip-phoenix implements Phoenix, the HG Insights control plane. Production: https://phoenix.hginsights.com.

For Microsoft Power Automate, Copilot, and related connectors, Phoenix exposes a seller-friendly REST facade over the same MCP-backed capabilities: one POST per tool, predictable JSON bodies, and a published OpenAPI 2.0 document aligned with Power Platform import and certification workflows.

Canonical OpenAPI URL

Live specification (source of truth for the Power Automate surface):

https://phoenix.hginsights.com/api/powerautomate/openapi.json

That document describes https://phoenix.hginsights.com with basePath: /api/powerautomate, schemes: [https], and global api_key security (Bearer-style API key as defined in the spec). Regenerate or diff certification artifacts against this URL whenever the facade changes.

REST facade vs MCP transport

Use case Surface
Power Automate / connector-style HTTP POST https://phoenix.hginsights.com/api/powerautomate{path} — see operation table below
MCP JSON-RPC / agents POST https://phoenix.hginsights.com/api/ai/mcp (OAuth Bearer)
MCP tool catalog (JSON) GET https://phoenix.hginsights.com/api/mcp/spec
OAuth discovery GET https://phoenix.hginsights.com/.well-known/oauth-authorization-server

The REST paths mirror MCP tool names (snake_case). Request/response shapes follow the OpenAPI definitions at the URL above.

Power Automate operations (from OpenAPI)

Each row is POST /api/powerautomate + path (e.g. POST .../api/powerautomate/contact_search).

Path operationId Summary
/company_firmographic CompanyFirmographic Get Company Firmographics
/company_technographic CompanyTechnographic Get Company Technographics
/company_spend CompanySpend Get Company IT Spend
/company_intent CompanyIntent Get Company Buyer Intent Signals
/company_operating_signals CompanyOperatingSignals Get Company Operating Signals
/company_research CompanyResearch Get Company Research Summary
/company_install_time_series CompanyInstallTimeSeries Get Company Install Time Series
/company_gov_opportunities CompanyGovOpportunities Get Company Federal Opportunities
/company_gov_relationships CompanyGovRelationships Get Company Federal Relationships
/contact_search ContactSearch Search Contacts at a Company
/contact_enrich ContactEnrich Enrich a Contact with Email and Phone
/list_product_categories ListProductCategories List Product Categories
/list_product_attributes ListProductAttributes List Product Attributes
/list_intent_topics ListIntentTopics List Intent Topics
/get_vendor_information GetVendorInformation Get Vendor Information
/intent_category IntentCategory Search Companies by Intent Topic
/search_federal_contracts SearchFederalContracts Search Federal Contracts
/search_gov_opportunities SearchGovOpportunities Search Federal Opportunities
/sec_filing_section SecFilingSection Get SEC Filing Section
/sec_full_text_search SecFullTextSearch Search SEC Filings Full Text

Connector metadata (live OpenAPI)

The published spec includes x-ms-connector-metadata entries such as Website (https://phoenix.hginsights.com/docs), Privacy policy, and Categories (AI, Business Intelligence). Keep the certified connector’s apiDefinition.swagger.json metadata in sync with this document when those values change.

Authentication

  • Power Automate OpenAPI (/api/powerautomate) — uses api_key in the live openapi.json (header/query per spec).
  • MCP OAuth (/api/ai/mcp) — OAuth 2.0 scopes mcp:read, mcp:tools, offline_access; resource metadata at https://phoenix.hginsights.com/.well-known/oauth-protected-resource.

Limitations

  • Not every MCP tool in Phoenix may appear in the Power Automate facade; the authoritative list is always openapi.json at the URL above.
  • API-key MCP at /api/mcp remains a separate entry point from the OAuth MCP route.

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
API Key securestring The API Key for this api True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Enrich a Contact with Email and Phone

Enrich 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.
Get Company Buyer Intent Signals

Get 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.
Get Company Federal Opportunities

Find 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.
Get Company Federal Relationships

Show 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.
Get Company Firmographics

Retrieve 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.
Get Company Install Time Series

Get 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.
Get Company IT Spend

Retrieve 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.
Get Company Operating Signals

Retrieve 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).
Get Company Research Summary

Comprehensive 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.
Get Company Technographics

REQUIRED 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.
Get SEC Filing Section

Extract 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)
Get Vendor Information

Look 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.
List Intent Topics

Search 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

Search 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

Search 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.
Search Companies by Intent Topic

Find 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.
Search Contacts at a Company

Search 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.
Search Federal Contracts

Search 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 Federal Opportunities

Search 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.
Search SEC Filings Full Text

Search 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"

Enrich a Contact with Email and Phone

Operation ID:
ContactEnrich

Enrich 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.

Parameters

Name Key Required Type Description
contactId
 contactId string

Contact ID from contact_search results. Most accurate method.
firstName
 firstName string
lastName
 lastName string
email
 email email

Contact's email address (if known)
companyDomain
 companyDomain string
companyName
 companyName string

Current employer's name
linkedinUrl
 linkedinUrl uri

LinkedIn profile URL for matching
id
 id string

Contact ID (from contact_search results)
firstName
 firstName string

Contact's first name
lastName
 lastName string

Contact's last name
email
 email email

Contact's email (if known)
companyDomain
 companyDomain string

Current employer's domain (e.g., 'salesforce.com')
companyName
 companyName string

Current employer's name
linkedinUrl
 linkedinUrl uri

LinkedIn profile URL
revealEmail
 revealEmail boolean

Whether to reveal email addresses (default: true)
revealPhone
 revealPhone boolean

Whether to reveal phone numbers (default: true)
provider
 provider string

Contact data provider to use. Use "auto" for automatic selection, "apollo" for Apollo, or "zoominfo" for ZoomInfo.

Returns

Body
ContactEnrichResponse

Get Company Buyer Intent Signals

Operation ID:
CompanyIntent

Get 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string
hg_id
 hg_id string

HG Insights company ID (32 alphanumeric characters). When provided, this overrides companyDomain. Obtain from a previous company_search result.
vendor_name
 vendor_name string

Filter by vendor name for competitive intelligence (e.g., "Snowflake, Inc."). Shows displacement signals and context dispositions.
product_name
 product_name string

Filter by product name (e.g., "Salesforce Sales Cloud"). Scopes results to intent signals related to this product.
intent_level
 intent_level string

Filter by intent level.
buyers_journey
 buyers_journey string

Filter by buyer journey stage (e.g., "Researching", "Evaluating", "Purchasing").
context_type
 context_type string

Filter by context type (e.g., "Whitespace", "Expansion", "Displacement", "Complementary").
source
 source string

Filter by data source. Omit to include both HG and TrustRadius signals.
start_date
 start_date string

Start date in YYYY-MM-DD format. Defaults to 30 days ago.
end_date
 end_date string

End date in YYYY-MM-DD format. Defaults to today.
signal
 signal string

Filter by signal category. Activates activity search mode. Values: comparison (view Comparison, click Comparisons), pricing (view Product Pricing), research (view Product Listing, view Category), evaluation (view Review, view Reviews and Ratings).
products
 products array of string

Array of product names with AND logic — returns only companies/events matching ALL products (e.g., ["Databricks", "Snowflake Platform"]). Activates activity search mode. Distinct from product_name which filters the intent endpoint.
employees_range
 employees_range string

Employee range filter (e.g., "10,000+", "1,001-5,000", "201-500").
country_codes
 country_codes array of string

ISO country code filter (e.g., ["US", "GB"]).
category_name
 category_name string

Filter by product category name.
group_by
 group_by string

"company" for aggregated company data, omit for raw individual events with evidence URLs. Activates activity search mode.
limit
 limit integer

Pagination limit (1-200). Used in both intent and activity search modes.
offset
 offset integer

Pagination offset (default 0). Used in both intent and activity search modes.

Returns

Intent mode returns company/window/summary/topics/activities. Activity search mode returns companies (group_by=company) or events (raw mode) with pagination.

Body
CompanyIntentResponse

Get Company Federal Opportunities

Operation ID:
CompanyGovOpportunities

Find 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string

The company domain to look up (e.g., "boozallen.com")
includeIncumbentOnly
 includeIncumbentOnly boolean

Only show opportunities where the company is the incumbent (default: false)
daysUntilDeadline
 daysUntilDeadline number

Filter by deadline (e.g., 90 = opportunities closing in the next 90 days)
limit
 limit number

Maximum number of opportunities to return (1-50, default: 25)

Returns

Body
CompanyGovOpportunitiesResponse

Get Company Federal Relationships

Operation ID:
CompanyGovRelationships

Show 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string

The company domain to look up (e.g., "palantir.com")
relationshipType
 relationshipType string

Type of relationships to show: "prime" (company as prime), "sub" (company as sub), or "both" (default)
minAmount
 minAmount number

Minimum subaward value to include
fiscalYearStart
 fiscalYearStart number

Start fiscal year for the search (default: current year - 5)
limit
 limit number

Maximum number of relationships per direction (1-100, default: 50)

Returns

Body
CompanyGovRelationshipsResponse

Get Company Firmographics

Operation ID:
CompanyFirmographic

Retrieve 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string
hg_id
 hg_id string

HG Insights company ID (32 alphanumeric characters). When provided, this overrides companyDomain. Obtain from a previous company_search result.
provider
 provider string

Provider to use for data lookup. Use "auto" for automatic selection or specify a provider key.

Returns

Body
CompanyFirmographicResponse

Get Company Install Time Series

Operation ID:
CompanyInstallTimeSeries

Get 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string
products
 products array of string

Filter to specific product names (e.g., ['Snowflake Platform', 'Databricks']).
productIds
 productIds array of string

Filter by product IDs.
vendors
 vendors array of string

Filter by vendor name. Returns all products from that vendor (e.g., ['Amazon', 'Microsoft']).
categories
 categories array of string

Filter by category name (e.g., ['Cloud Infrastructure', 'Security']).
timeRange
 timeRange string

Time range for the series. Options: last_6_months, last_12_months, last_24_months, last_36_months. Default: last_24_months.
maxProducts
 maxProducts integer

Maximum number of products to return (1-50, default 10).

Returns

Body
CompanyInstallTimeSeriesResponse

Get Company IT Spend

Operation ID:
CompanySpend

Retrieve 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string
hg_id
 hg_id string

HG Insights company ID (32 alphanumeric characters, e.g., "0FF69D9F596504A1FF4FF5B16FF"). When provided, this overrides companyDomain. Obtain from a previous company_search result.
spendCategory
 spendCategory string

Optional spend category to filter results. If not provided, returns all spend categories. Use fuzzy matching on category names (e.g., "Security", "Software", "Cloud").

Returns

Body
CompanySpendResponse

Get Company Operating Signals

Operation ID:
CompanyOperatingSignals

Retrieve 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).

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string
hg_id
 hg_id string

HG Insights company ID (32 alphanumeric characters). When provided, this overrides companyDomain.

Returns

Body
CompanyOperatingSignalsResponse

Get Company Research Summary

Operation ID:
CompanyResearch

Comprehensive 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain string

The company domain to look up (e.g., "cisco.com"). Do not include protocol (http/https). At least one of companyDomain or hg_id must be provided.
hg_id
 hg_id string

HG Insights company ID (32 alphanumeric characters). When provided, this overrides companyDomain. At least one of companyDomain or hg_id must be provided.

Returns

Body
CompanyResearchResponse

Get Company Technographics

Operation ID:
CompanyTechnographic

REQUIRED 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain True string
hg_id
 hg_id string

HG Insights company ID (32 alphanumeric characters). When provided, this overrides companyDomain. Obtain from a previous company_search result.
categories
 categories array of string

Filter by technology categories (fuzzy matched). IMPORTANT: Use list_product_categories to find exact category names before filtering. Leave empty for all categories.
productIds
 productIds array of integer

Filter by exact HG Insights product IDs (passed directly to API). Get IDs from get_vendor_information or from previous company_technographic results' productId field.
vendorIds
 vendorIds array of integer

Filter by exact HG Insights vendor IDs (passed directly to API). Get IDs from get_vendor_information. Example: get_vendor_information(vendorName: 'Anthropic') returns vendorId, then pass it here.
sort
 sort string

Sort results by usage intensity (high to low) or last verified date (most recent first).
maxResults
 maxResults number

Maximum number of results to return (1-500, default 50). Use 'categories', 'productIds', or 'vendorIds' to filter for focused results instead of requesting large result sets.
provider
 provider string

Data provider to use. Use 'auto' for automatic selection or specify provider name.

Returns

Body
CompanyTechnographicResponse

Get SEC Filing Section

Operation ID:
SecFilingSection

Extract 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)

Parameters

Name Key Required Type Description
companyTicker
 companyTicker True string
filingType
 filingType True string
section
 section True string
fiscalYear
 fiscalYear number

Fiscal year (e.g., 2024). Defaults to most recent filing.
fiscalQuarter
 fiscalQuarter number

Fiscal quarter (1-4) for 10-Q filings
outputFormat
 outputFormat string

Output format. Text is cleaned and optimized for LLM analysis.

Returns

Body
SecFilingSectionResponse

Get Vendor Information

Operation ID:
GetVendorInformation

Look 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.

Parameters

Name Key Required Type Description
vendorName
 vendorName string

Vendor name to search for (fuzzy matched). Example: 'Anthropic', 'OpenAI', 'Salesforce'. When provided, returns matched vendors with their products. When omitted, returns all vendors.

Returns

Body
GetVendorInformationResponse

List Intent Topics

Operation ID:
ListIntentTopics

Search 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.

Parameters

Name Key Required Type Description
query
 query True string

Fuzzy search query to filter intent topics by name (e.g., 'cloud security', 'ERP'). Returns the most relevant matches sorted by relevance score. Use a broad term like 'technology' or 'security' to browse large sections of the catalog.
category
 category string

Filter intent topics by category (e.g., 'Technology', 'Business'). Case-insensitive.
is_tech
 is_tech boolean

Filter to only technology-related intent topics when true.
limit
 limit number

Maximum number of results to return (default 50). Set higher to retrieve more matches.

Returns

Body
ListIntentTopicsResponse

List Product Attributes

Operation ID:
ListProductAttributes

Search 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.

Parameters

Name Key Required Type Description
query
 query string

Fuzzy search query to filter attributes by name (e.g., 'cloud', 'open source'). Returns the most relevant matches sorted by relevance score.
limit
 limit number

Maximum number of results to return. Defaults to 50 when query is provided, or all results when no filters are used.

Returns

Body
ListProductAttributesResponse

List Product Categories

Operation ID:
ListProductCategories

Search 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.

Parameters

Name Key Required Type Description
query
 query string

Fuzzy search query to filter categories by name (e.g., 'security', 'cloud'). Returns the most relevant matches sorted by relevance score.
parentId
 parentId string

Filter to only return children of this parent category ID. Use to navigate the hierarchy.
limit
 limit number

Maximum number of results to return. Defaults to 50 when query or parentId is provided, or all results when no filters are used.

Returns

Body
ListProductCategoriesResponse

Search Companies by Intent Topic

Operation ID:
IntentCategory

Find 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.

Parameters

Name Key Required Type Description
topic_name
 topic_name True string

Topic or category to find companies showing intent for (e.g., "Siemens Teamcenter", "cloud security", "ERP"). Fuzzy-matched server-side. REQUIRED — use list_intent_topics to discover available topics.
vendor_name
 vendor_name string

Filter by vendor name (e.g., "Snowflake, Inc."). Scopes results to intent signals related to this vendor.
product_name
 product_name string

Filter by product name (e.g., "Salesforce Sales Cloud"). Scopes results to intent signals related to this product.
intent_level
 intent_level string

Filter by intent level.
buyers_journey
 buyers_journey string

Filter by buyer journey stage.
context_type
 context_type string

Filter by context type (e.g., "Whitespace", "Expansion", "Displacement").
source
 source string

Filter by data source. Omit to include both HG and TrustRadius signals.
start_date
 start_date string

Start date in YYYY-MM-DD format. Defaults to 30 days ago.
end_date
 end_date string

End date in YYYY-MM-DD format. Defaults to today.
maxResults
 maxResults integer

Maximum number of companies to return (1-200, default 50). Used in intent mode.
signal
 signal string

Filter by signal category. Activates activity search mode. Values: comparison (view Comparison, click Comparisons), pricing (view Product Pricing), research (view Product Listing, view Category), evaluation (view Review, view Reviews and Ratings).
products
 products array of string

Array of product names with AND logic — returns only companies/events matching ALL products (e.g., ["Databricks", "Snowflake Platform"]). Activates activity search mode.
employees_range
 employees_range string

Employee range filter (e.g., "10,000+", "1,001-5,000", "201-500").
country_codes
 country_codes array of string

ISO country code filter (e.g., ["US", "GB"]).
category_name
 category_name string

Filter by product category name.
group_by
 group_by string

"company" for aggregated company data, omit for raw individual events with evidence URLs. Activates activity search mode.
limit
 limit integer

Pagination limit (1-200). Overrides maxResults when provided. Used in both modes.
offset
 offset integer

Pagination offset (default 0). Used in both modes.

Returns

Intent mode returns context/companies/pagination. Activity search mode returns companies (group_by=company) or events (raw mode) with pagination.

Body
IntentCategoryResponse

Search Contacts at a Company

Operation ID:
ContactSearch

Search 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.

Parameters

Name Key Required Type Description
companyDomain
 companyDomain string
companyName
 companyName string

Company name for fuzzy search (e.g., "Salesforce"). Use companyDomain when possible.
personTitles
 personTitles array of string

Job titles to filter by (e.g., ["VP Marketing", "Head of Marketing"]). Supports multiple titles.
personSeniorities
 personSeniorities array of string

Seniority levels: owner, founder, c_suite, partner, vp, head, director, manager, senior, entry, intern
personLocations
 personLocations array of string

Person locations (e.g., ["California, US", "New York, US"])
organizationLocations
 organizationLocations array of string

Filter by company HQ location
organizationNumEmployeesRanges
 organizationNumEmployeesRanges array of string

Employee count ranges (e.g., ["1,10", "11,50", "51,200"])
contactEmailStatus
 contactEmailStatus array of string

Filter by email status: verified, unverified, likely_to_engage, unavailable
page
 page integer

Page number for pagination (default: 1)
perPage
 perPage integer

Results per page (default: 25, max: 100)
provider
 provider string

Contact data provider to use. Use "auto" for automatic selection, "apollo" for Apollo, or "zoominfo" for ZoomInfo.

Returns

Body
ContactSearchResponse

Search Federal Contracts

Operation ID:
SearchFederalContracts

Search 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.

Parameters

Name Key Required Type Description
recipientName
 recipientName string

Company/recipient name to search for (partial match)
recipientUei
 recipientUei string

Exact Unique Entity Identifier (UEI) of the recipient
awardingAgency
 awardingAgency string

Awarding agency name, e.g., "Department of Defense"
naicsCode
 naicsCode string

NAICS code to filter by, e.g., "541512" for Computer Systems Design
pscCode
 pscCode string

Product/Service Code to filter by, e.g., "D310" for IT services
keywords
 keywords string

Keywords to search in contract descriptions
minAmount
 minAmount number

Minimum contract obligation amount in USD
maxAmount
 maxAmount number

Maximum contract obligation amount in USD
startDateAfter
 startDateAfter string

Only contracts starting after this date (ISO format, e.g., "2024-01-01")
startDateBefore
 startDateBefore string

Only contracts starting before this date (ISO format)
setAsideType
 setAsideType string

Small business set-aside type code (e.g., "SBA" for Small Business)
limit
 limit number

Maximum number of results to return (1-100, default: 50)
offset
 offset number

Number of results to skip for pagination (default: 0)
sortBy
 sortBy string

Sort results by "amount" or "date" (default: "amount")
sortOrder
 sortOrder string

Sort order: "asc" or "desc" (default: "desc")

Returns

Body
SearchFederalContractsResponse

Search Federal Opportunities

Operation ID:
SearchGovOpportunities

Search 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.

Parameters

Name Key Required Type Description
keywords
 keywords string

Keywords to search in opportunity titles
naicsCode
 naicsCode string

NAICS code to filter by, e.g., "541512" for Computer Systems Design
pscCode
 pscCode string

Product/Service classification code
agency
 agency string

Awarding agency name
setAsideType
 setAsideType string

Small business set-aside type
postedAfter
 postedAfter string

Only opportunities posted after this date (ISO format, e.g., "2025-01-01")
postedBefore
 postedBefore string

Only opportunities posted before this date (ISO format)
responseDeadlineAfter
 responseDeadlineAfter string

Only opportunities with response deadline after this date (ISO format)
responseDeadlineBefore
 responseDeadlineBefore string

Only opportunities with response deadline before this date (ISO format)
opportunityType
 opportunityType string

Type of opportunity to search for
activeOnly
 activeOnly boolean

Only show active/open opportunities (default: true)
limit
 limit number

Maximum number of results to return (1-100, default: 25)
offset
 offset number

Number of results to skip for pagination (default: 0)

Returns

Body
SearchGovOpportunitiesResponse

Search SEC Filings Full Text

Operation ID:
SecFullTextSearch

Search 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"

Parameters

Name Key Required Type Description
query
 query True string
filingTypes
 filingTypes array of string

Limit to specific form types (e.g., ["10-K", "8-K"])
tickers
 tickers array of string

Limit to specific company tickers
startDate
 startDate string

Start date (YYYY-MM-DD). Defaults to 30 days ago.
endDate
 endDate string

End date (YYYY-MM-DD). Defaults to today.
limit
 limit number

Maximum results (max 100)

Returns

Body
SecFullTextSearchResponse

Definitions

ListProductCategoriesResponse

Name Path Type Description
count
 count number

Number of product categories returned
totalAvailable
 totalAvailable number

Total number of categories in the catalog (before filtering)
categories
 categories array of object

List of product category information
id
 categories.id string

Unique category identifier
name
 categories.name string

Category name
parentId
 categories.parentId string

Parent category identifier, omitted for root categories
nameTree
 categories.nameTree array of string

Hierarchical category path from root to this category

GetVendorInformationResponse

Name Path Type Description
count
 count number

Total number of vendors returned
vendors
 vendors array of object

List of vendor information
id
 vendors.id number

Unique vendor identifier (use with company_technographic vendorIds parameter)
name
 vendors.name string

Vendor name
matchScore
 vendors.matchScore number

Match confidence (0-1). 1.0 = exact match, 0.9 = substring/near-exact, <0.9 = fuzzy. Only present in vendorName search results.
products
 vendors.products array of object

Products offered by this vendor (only included when vendorName search is used)
id
 vendors.products.id number

Product ID (use with company_technographic productIds parameter)
name
 vendors.products.name string

Product name
categoryId
 vendors.products.categoryId string

Product category ID

ListProductAttributesResponse

Name Path Type Description
count
 count number

Number of product attributes returned
totalAvailable
 totalAvailable number

Total number of attributes in the catalog (before filtering)
attributes
 attributes array of object

List of product attribute information
id
 attributes.id string

Unique attribute identifier
name
 attributes.name string

Attribute name
description
 attributes.description string

Description of what this attribute means

ListIntentTopicsResponse

Name Path Type Description
count
 count number

Number of intent topics returned
totalAvailable
 totalAvailable number

Total number of intent topics matching the query
topics
 topics array of object

List of intent topic information
id
 topics.id string

Unique intent topic identifier
name
 topics.name string

Intent topic name
category
 topics.category string

Topic category
is_tech_related
 topics.is_tech_related boolean

Whether this is a technology-related topic
signal_count
 topics.signal_count number

Number of signals observed for this topic

CompanyFirmographicResponse

Name Path Type Description
domain
 domain string

The company domain that was queried
name
 name string

The company name
industry
 industry string

Company industry/sector
employeeCount
 employeeCount string

Number of employees (range or exact number)
revenue
 revenue string

Annual revenue (if available)
city
 location.city string

City
state
 location.state string

State/province
country
 location.country string

Country
postalCode
 location.postalCode string

Postal/zip code
continent
 location.continent string

Continent
subcontinent
 location.subcontinent string

Subcontinent
geopolitical
 location.geopolitical string

Geopolitical region
description
 description string

Company description
website
 website string

Company website URL
foundedYear
 foundedYear number

Year the company was founded
companyType
 companyType string

Company type (public, private, etc.)
linkedin
 socialMedia.linkedin string

LinkedIn company page URL
twitter
 socialMedia.twitter string

Twitter/X company profile URL
facebook
 socialMedia.facebook string

Facebook company page URL
technologies
 technologies array of string

Technologies used by the company
code
 industryCodes.naics.code string

NAICS code
name
 industryCodes.naics.name string

NAICS name
codes
 industryCodes.sic.codes array of string

SIC codes
names
 industryCodes.sic.names array of string

SIC names
fortune500
 rankings.fortune500 number

Fortune 500 ranking (null if not ranked)
forbes2000
 rankings.forbes2000 number

Forbes 2000 ranking (null if not ranked)
itSpend
 itSpend number

IT spending information
companyLevel
 companyLevel string

Company level/organizational structure
customerData
 customerData object

Customer-specific data enriched from Snowflake (only present when Snowflake enrichment is configured)
provider
 metadata.provider string

Which provider returned this data
confidence
 metadata.confidence number

Confidence score of the data (0-1)
lastUpdated
 metadata.lastUpdated string

When this data was last updated

CompanyTechnographicResponse

Name Path Type Description
companyId
 companyId string

Unique company identifier
companyDomain
 companyDomain string

The company domain that was queried
products
 products array of object

List of technologies/products used by the company
productId
 products.productId integer

Unique product identifier
productName
 products.productName string

Name of the technology product
vendorName
 products.vendorName string

Name of the technology vendor
productAttributes
 products.productAttributes array of string

Product attributes/categories
productLocations
 products.productLocations number

Number of product locations
categoryId
 products.categoryId string

Category identifier
categoryName
 products.categoryName string

Technology category name
categoryNameTree
 products.categoryNameTree array of string

Category hierarchy
firstVerifiedDate
 products.firstVerifiedDate string

Date when technology was first verified
lastVerifiedDate
 products.lastVerifiedDate string

Date when technology usage was last verified
intensity
 products.intensity number

Usage intensity level
productDescription
 products.productDescription string

Description of the product
countryCode
 products.countryCode string

Country code
installDate
 products.installDate string

Installation date
totalCount
 totalCount number

Total number of technologies found
categories
 categories array of object

Categories of technologies found
items
 categories object
lastUpdated
 lastUpdated string

When the data was last updated
truncatedFrom
 _truncation.truncatedFrom number

Original number of products before truncation
returnedCount
 _truncation.returnedCount number

Number of products returned after truncation
note
 _truncation.note string

Guidance for retrieving more targeted results

CompanySpendResponse

Name Path Type Description
companyId
 companyId string

The HGInsights company identifier
companyDomain
 companyDomain string

The company domain that was queried
totalSpend
 totalSpend string

Total IT spend formatted as currency (e.g., '$1,234,567')
totalSpendAmount
 totalSpendAmount number

Total IT spend as a numeric value
spendByCategory
 spendByCategory array of object

Breakdown of spend by category
categoryId
 spendByCategory.categoryId string

Category identifier
categoryName
 spendByCategory.categoryName string

Category display name
categoryTree
 spendByCategory.categoryTree array of string

Hierarchical category path
totalSpend
 spendByCategory.totalSpend string

Category spend formatted as currency
totalSpendAmount
 spendByCategory.totalSpendAmount number

Category spend as numeric value
spendByCountry
 spendByCategory.spendByCountry array of object

Geographic breakdown of spend
countryCode
 spendByCategory.spendByCountry.countryCode string

ISO country code
countryName
 spendByCategory.spendByCountry.countryName string

Country name
region
 spendByCategory.spendByCountry.region string

Geographic region
spend
 spendByCategory.spendByCountry.spend string

Spend formatted as currency
spendAmount
 spendByCategory.spendByCountry.spendAmount number

Spend as numeric value
categoriesFound
 categoriesFound number

Number of spend categories found
countriesFound
 countriesFound number

Number of countries with spend data

CompanyResearchResponse

Name Path Type Description
companyName
 header.companyName string
domain
 header.domain string
industry
 header.industry string
employeeCount
 header.employeeCount string
revenue
 header.revenue string
location
 header.location object
website
 header.website string
foundedYear
 header.foundedYear number
companyType
 header.companyType string
itSpend
 keyMetrics.itSpend number
fortune500Rank
 keyMetrics.fortune500Rank number
forbes2000Rank
 keyMetrics.forbes2000Rank number
topTechCategories
 keyMetrics.topTechCategories array of string
firmographic
 firmographic object

Firmographic data
technographic
 technographic object

Technographic data (top 20 products)
spend
 spend object

IT spend data (top 15 categories)
cloudSpend
 cloudSpend object

Cloud spend data (top 10 vendors)
intent
 intent object

Intent signals (top 20)
contracts
 contracts object

Contract data
operatingSignals
 operatingSignals object

Operating signals

CompanyOperatingSignalsResponse

Name Path Type Description
company_name
 company_name string

Company name from HG Insights v2
company_domain
 company_domain string

Company domain queried
organization_id
 organization_id string

HG organization identifier
data_available
 mentions.data_available boolean

Whether mentions-derived attributes were found
no_data_reason
 mentions.no_data_reason string

Reason when mentions data is unavailable
stage
 mentions.work_model.stage string

Derived categorical stage label
intensity
 mentions.work_model.intensity number

Sum of all contributing signal intensities
last_verified_at
 mentions.work_model.last_verified_at string

Most recent verification date
signals
 mentions.work_model.signals object

Breakdown of individual mention intensities by product or keyword
stage
 mentions.cloud_posture.stage string

Derived categorical stage label
intensity
 mentions.cloud_posture.intensity number

Sum of all contributing signal intensities
last_verified_at
 mentions.cloud_posture.last_verified_at string

Most recent verification date
signals
 mentions.cloud_posture.signals object

Breakdown of individual mention intensities by product or keyword
stage
 mentions.esg_commitment.stage string

Derived categorical stage label
intensity
 mentions.esg_commitment.intensity number

Sum of all contributing signal intensities
last_verified_at
 mentions.esg_commitment.last_verified_at string

Most recent verification date
signals
 mentions.esg_commitment.signals object

Breakdown of individual mention intensities by product or keyword
stage
 mentions.iot_posture.stage string

Derived categorical stage label
intensity
 mentions.iot_posture.intensity number

Sum of all contributing signal intensities
last_verified_at
 mentions.iot_posture.last_verified_at string

Most recent verification date
signals
 mentions.iot_posture.signals object

Breakdown of individual mention intensities by product or keyword
stage
 mentions.network_modernization.stage string

Derived categorical stage label
intensity
 mentions.network_modernization.intensity number

Sum of all contributing signal intensities
last_verified_at
 mentions.network_modernization.last_verified_at string

Most recent verification date
signals
 mentions.network_modernization.signals object

Breakdown of individual mention intensities by product or keyword
stage
 mentions.automation_stage.stage string

Derived categorical stage label
intensity
 mentions.automation_stage.intensity number

Sum of all contributing signal intensities
last_verified_at
 mentions.automation_stage.last_verified_at string

Most recent verification date
signals
 mentions.automation_stage.signals object

Breakdown of individual mention intensities by product or keyword
data_available
 genai_maturity.data_available boolean

Whether GenAI maturity data was found
no_data_reason
 genai_maturity.no_data_reason string

Reason when GenAI maturity data is unavailable
stage
 genai_maturity.ai_trajectory.stage string

AI trajectory stage classification
intensity
 genai_maturity.ai_trajectory.intensity number

Intensity score (0-100)
ai_maturity_score
 genai_maturity.ai_trajectory.signals.ai_maturity_score number
ai_maturity_6m_delta
 genai_maturity.ai_trajectory.signals.ai_maturity_6m_delta number
stage
 genai_maturity.cloud_depth.stage string

Cloud depth stage classification
intensity
 genai_maturity.cloud_depth.intensity number

Intensity score (0-100)
gcp_intensity
 genai_maturity.cloud_depth.signals.gcp_intensity number
aws_intensity
 genai_maturity.cloud_depth.signals.aws_intensity number
azure_intensity
 genai_maturity.cloud_depth.signals.azure_intensity number
stage
 genai_maturity.genai_readiness.stage string

GenAI readiness stage classification
intensity
 genai_maturity.genai_readiness.intensity number

Intensity score (0-100)
genai_intent_score
 genai_maturity.genai_readiness.signals.genai_intent_score number
ai_product_use
 genai_maturity.genai_readiness.signals.ai_product_use boolean
data_maturity_score
 genai_maturity.genai_readiness.signals.data_maturity_score number
stage
 genai_maturity.intent_adoption_gap.stage string

Intent-adoption gap stage classification
intensity
 genai_maturity.intent_adoption_gap.intensity number

Intensity score (0-100)
genai_intent_score
 genai_maturity.intent_adoption_gap.signals.genai_intent_score number
ai_product_use
 genai_maturity.intent_adoption_gap.signals.ai_product_use boolean
ai_maturity_score
 genai_maturity.intent_adoption_gap.signals.ai_maturity_score number

CompanyInstallTimeSeriesResponse

Name Path Type Description
organization_id
 organization.organization_id string

Resolved organization ID
organization_name
 organization.organization_name string

Organization display name
match_confidence
 organization.match_confidence number

Confidence of domain match (0.0-1.0)
start_date
 time_range.start_date string

Start date (YYYY-MM format)
end_date
 time_range.end_date string

End date (YYYY-MM format)
granularity
 time_range.granularity string
products
 products array of object

Products with their time series data
product_id
 products.product_id string
product_name
 products.product_name string
vendor_name
 products.vendor_name string
category
 products.category string
is_active
 products.is_active boolean

Whether the product was verified within the last 90 days
current_intensity
 products.current_intensity number

Current intensity (0-100 scale)
intensity_momentum
 products.intensity_momentum number

Momentum float — positive means growing, negative means declining
data_points
 products.data_points array of object
date
 products.data_points.date string

YYYY-MM format
intensity
 products.data_points.intensity number

Intensity for that month, null if no data
credits_consumed
 credits_consumed number

Credits consumed (3 per product returned)

CompanyIntentResponse

Intent mode returns company/window/summary/topics/activities. Activity search mode returns companies (group_by=company) or events (raw mode) with pagination.

Name Path Type Description
company_id
 company.company_id string
company_name
 company.company_name string
domain
 company.domain string
start
 window.start string
end
 window.end string
total_active_topics
 summary.total_active_topics number
high_intent_topics
 summary.high_intent_topics number
top_context_types
 summary.top_context_types object

Context type counts
sources
 summary.sources object

Signal counts by source
latest_signal_date
 summary.latest_signal_date string
topics
 topics array of object

Per-topic intent details (intent mode)
topic_id
 topics.topic_id string
topic_name
 topics.topic_name string
score
 topics.score number

Intent score (0-100)
intent_level
 topics.intent_level string
buyers_journey
 topics.buyers_journey string
context_types
 topics.context_types array of string
context_dispositions
 topics.context_dispositions array of string
vendor_names
 topics.vendor_names array of string
product_names
 topics.product_names array of string
trend
 topics.trend number
last_seen_at
 topics.last_seen_at string
source
 topics.source string
activities
 activities array of object

TrustRadius buyer activities (intent mode)
activity_type
 activities.activity_type string
activity_label
 activities.activity_label string
products
 activities.products array of string
vendors
 activities.vendors array of string
activity_date
 activities.activity_date string
daily_views
 activities.daily_views number
intent_signal_url
 activities.intent_signal_url string
companies
 companies array of object

Companies matching the activity search query (returned when group_by='company')
company_id
 companies.company_id string
company_name
 companies.company_name string
domain
 companies.domain string
employees_range
 companies.employees_range string
event_count
 companies.event_count number
total_views
 companies.total_views number
last_activity_date
 companies.last_activity_date string
products_compared
 companies.products_compared array of string
vendors
 companies.vendors array of string
signals
 companies.signals array of string
activity_labels
 companies.activity_labels array of string
events
 events array of object

Individual activity events with evidence URLs (returned when group_by is omitted)
activity_date
 events.activity_date string
activity_type
 events.activity_type string
activity_label
 events.activity_label string
signal
 events.signal string
daily_views
 events.daily_views number
product_names
 events.product_names array of string
vendor_names
 events.vendor_names array of string
category_name_trees
 events.category_name_trees array of string
intent_signal_url
 events.intent_signal_url string
company_id
 events.company_id string
company_name
 events.company_name string
domain
 events.domain string
total
 pagination.total number
limit
 pagination.limit number
offset
 pagination.offset number
has_more
 pagination.has_more boolean

IntentCategoryResponse

Intent mode returns context/companies/pagination. Activity search mode returns companies (group_by=company) or events (raw mode) with pagination.

Name Path Type Description
start
 context.date_range.start string
end
 context.date_range.end string
source
 context.source string

Data sources queried
topic_id
 context.topic_resolved.topic_id string
topic_name
 context.topic_resolved.topic_name string
generated_at
 context.generated_at string
companies
 companies array of object

Intent mode: companies with signal strength. Activity search mode (group_by=company): companies with event counts.
company_id
 companies.company_id string
company_name
 companies.company_name string
domain
 companies.domain string
signal_strength
 companies.signal_strength number

Intent signal strength 0-100 (intent mode)
intent_level
 companies.intent_level string

High, Medium, or Low (intent mode)
buyers_journey
 companies.buyers_journey string
context_types
 companies.context_types array of string
topics_matched
 companies.topics_matched array of string
last_seen_at
 companies.last_seen_at string
source
 companies.source string
employees_range
 companies.employees_range string

Activity search mode
event_count
 companies.event_count number

Activity search mode
total_views
 companies.total_views number

Activity search mode
last_activity_date
 companies.last_activity_date string

Activity search mode
products_compared
 companies.products_compared array of string

Activity search mode
vendors
 companies.vendors array of string

Activity search mode
signals
 companies.signals array of string

Activity search mode
events
 events array of object

Individual activity events with evidence URLs (returned when group_by is omitted)
activity_date
 events.activity_date string
activity_type
 events.activity_type string
activity_label
 events.activity_label string
signal
 events.signal string
daily_views
 events.daily_views number
product_names
 events.product_names array of string
vendor_names
 events.vendor_names array of string
category_name_trees
 events.category_name_trees array of string
intent_signal_url
 events.intent_signal_url string
company_id
 events.company_id string
company_name
 events.company_name string
domain
 events.domain string
total
 pagination.total number
limit
 pagination.limit number
offset
 pagination.offset number
has_more
 pagination.has_more boolean

ContactSearchResponse

Name Path Type Description
contacts
 contacts array of object

List of contacts found
id
 contacts.id string

Contact ID (use for enrichment with the same provider)
firstName
 contacts.firstName string

First name
lastName
 contacts.lastName string

Last name
name
 contacts.name string

Full name
title
 contacts.title string

Job title
seniority
 contacts.seniority string

Seniority level
linkedinUrl
 contacts.linkedinUrl string

LinkedIn profile URL
id
 contacts.organization.id string

Organization ID
name
 contacts.organization.name string

Company name
domain
 contacts.organization.domain string

Company domain
industry
 contacts.organization.industry string

Industry
employeeCount
 contacts.organization.employeeCount number

Employee count
location
 contacts.organization.location string

Company location
city
 contacts.city string

City
state
 contacts.state string

State/Region
country
 contacts.country string

Country
page
 pagination.page number

Current page number
perPage
 pagination.perPage number

Results per page
totalResults
 pagination.totalResults number

Total number of matching contacts
hasMore
 pagination.hasMore boolean

Whether more results are available
searchCriteria
 metadata.searchCriteria object

The search criteria used
tip
 metadata.tip string

Usage tip
provider
 metadata.provider string

Contact data provider used (e.g., apollo, zoominfo)
usedProvider
 metadata.usedProvider string

Which provider fulfilled this request
availableProviders
 metadata.availableProviders array of string

Providers configured for the organization
warnings
 metadata.warnings array of string

Warnings about ignored parameters

ContactEnrichResponse

Name Path Type Description
id
 contact.id string

Contact ID
firstName
 contact.firstName string

First name
lastName
 contact.lastName string

Last name
name
 contact.name string

Full name
title
 contact.title string

Job title
seniority
 contact.seniority string

Seniority level
email
 contact.email string

Email address (if revealed)
emailStatus
 contact.emailStatus string

Email verification status
personalEmails
 contact.personalEmails array of string

Personal email addresses
phone
 contact.phone string

Primary phone number
mobilePhone
 contact.mobilePhone string

Mobile phone number
corporatePhone
 contact.corporatePhone string

Corporate phone number
linkedinUrl
 contact.linkedinUrl string

LinkedIn profile URL
twitterUrl
 contact.twitterUrl string

Twitter/X profile URL
facebookUrl
 contact.facebookUrl string

Facebook profile URL
githubUrl
 contact.githubUrl string

GitHub profile URL
id
 contact.organization.id string

Organization ID
name
 contact.organization.name string

Company name
domain
 contact.organization.domain string

Company domain
industry
 contact.organization.industry string

Industry
employeeCount
 contact.organization.employeeCount number

Employee count
revenue
 contact.organization.revenue number

Annual revenue
location
 contact.organization.location string

Company location
linkedinUrl
 contact.organization.linkedinUrl string

Company LinkedIn URL
website
 contact.organization.website string

Company website
employmentHistory
 contact.employmentHistory array of object

Employment history
organizationName
 contact.employmentHistory.organizationName string
title
 contact.employmentHistory.title string
startDate
 contact.employmentHistory.startDate string
endDate
 contact.employmentHistory.endDate string
isCurrent
 contact.employmentHistory.isCurrent boolean
city
 contact.city string

City
state
 contact.state string

State/Region
country
 contact.country string

Country
contacts
 contacts array of object

Enriched contacts (bulk enrichment)
id
 contacts.id string

Contact ID
firstName
 contacts.firstName string

First name
lastName
 contacts.lastName string

Last name
name
 contacts.name string

Full name
title
 contacts.title string

Job title
seniority
 contacts.seniority string

Seniority level
email
 contacts.email string

Email address (if revealed)
emailStatus
 contacts.emailStatus string

Email verification status
personalEmails
 contacts.personalEmails array of string

Personal email addresses
phone
 contacts.phone string

Primary phone number
mobilePhone
 contacts.mobilePhone string

Mobile phone number
corporatePhone
 contacts.corporatePhone string

Corporate phone number
linkedinUrl
 contacts.linkedinUrl string

LinkedIn profile URL
twitterUrl
 contacts.twitterUrl string

Twitter/X profile URL
facebookUrl
 contacts.facebookUrl string

Facebook profile URL
githubUrl
 contacts.githubUrl string

GitHub profile URL
id
 contacts.organization.id string

Organization ID
name
 contacts.organization.name string

Company name
domain
 contacts.organization.domain string

Company domain
industry
 contacts.organization.industry string

Industry
employeeCount
 contacts.organization.employeeCount number

Employee count
revenue
 contacts.organization.revenue number

Annual revenue
location
 contacts.organization.location string

Company location
linkedinUrl
 contacts.organization.linkedinUrl string

Company LinkedIn URL
website
 contacts.organization.website string

Company website
employmentHistory
 contacts.employmentHistory array of object

Employment history
organizationName
 contacts.employmentHistory.organizationName string
title
 contacts.employmentHistory.title string
startDate
 contacts.employmentHistory.startDate string
endDate
 contacts.employmentHistory.endDate string
isCurrent
 contacts.employmentHistory.isCurrent boolean
city
 contacts.city string

City
state
 contacts.state string

State/Region
country
 contacts.country string

Country
creditsUsed
 metadata.creditsUsed number

Number of credits consumed
matchConfidence
 metadata.matchConfidence string

Match confidence level
enrichedAt
 metadata.enrichedAt string

ISO timestamp of enrichment
noMatchReason
 metadata.noMatchReason string

Reason when no matching contact was found
enrichmentType
 metadata.enrichmentType string

Type of enrichment performed
provider
 metadata.provider string

Contact data provider used (e.g., apollo, zoominfo)
usedProvider
 metadata.usedProvider string

Which provider fulfilled this request
availableProviders
 metadata.availableProviders array of string

Providers configured for the organization

SecFilingSectionResponse

Name Path Type Description
companyName
 companyName string

Full company name from the filing
ticker
 ticker string

Stock ticker symbol
cik
 cik string

SEC Central Index Key
filingType
 filingType string

Type of SEC filing
filingDate
 filingDate string

Date the filing was submitted to SEC
periodOfReport
 periodOfReport string

Period covered by the filing
section
 section string

Section code that was extracted
sectionLabel
 sectionLabel string

Human-readable section name
content
 content string

Extracted section content
contentFormat
 contentFormat string

Format of the content
filingUrl
 filingUrl string

URL to the original SEC filing
wordCount
 wordCount number

Word count of the extracted content
accessionNumber
 metadata.accessionNumber string

SEC accession number for the filing
fiscalYear
 metadata.fiscalYear number

Fiscal year of the filing
fiscalQuarter
 metadata.fiscalQuarter number

Fiscal quarter (for 10-Q filings)

SecFullTextSearchResponse

Name Path Type Description
total
 total number

Total number of matching filings
query
 query string

The search query that was executed
filings
 filings array of object

Array of matching filings
accessionNumber
 filings.accessionNumber string

SEC accession number
formType
 filings.formType string

Type of SEC filing (10-K, 10-Q, 8-K, etc.)
filedAt
 filings.filedAt string

Filing date
companyName
 filings.companyName string

Company name
ticker
 filings.ticker string

Stock ticker symbol
cik
 filings.cik string

SEC Central Index Key
filingUrl
 filings.filingUrl string

URL to the SEC filing
description
 filings.description string

Filing description
filingTypes
 searchParams.filingTypes array of string
tickers
 searchParams.tickers array of string
startDate
 searchParams.startDate string
endDate
 searchParams.endDate string
limit
 searchParams.limit number

SearchFederalContractsResponse

Name Path Type Description
totalCount
 totalCount number

Total matching contracts
contracts
 contracts array of object

List of federal contract awards matching the search criteria
awardId
 contracts.awardId string
recipientName
 contracts.recipientName string
recipientUei
 contracts.recipientUei string
awardingAgency
 contracts.awardingAgency string
awardingSubAgency
 contracts.awardingSubAgency string
totalObligation
 contracts.totalObligation number
totalObligationFormatted
 contracts.totalObligationFormatted string
startDate
 contracts.startDate string
endDate
 contracts.endDate string
contractType
 contracts.contractType string
naicsCode
 contracts.naicsCode string
naicsDescription
 contracts.naicsDescription string
pscCode
 contracts.pscCode string
pscDescription
 contracts.pscDescription string
setAsideType
 contracts.setAsideType string
city
 contracts.placeOfPerformance.city string
state
 contracts.placeOfPerformance.state string
country
 contracts.placeOfPerformance.country string
description
 contracts.description string
hasMore
 hasMore boolean

Whether more results are available

SearchGovOpportunitiesResponse

Name Path Type Description
totalCount
 totalCount number

Total matching opportunities
opportunities
 opportunities array of object

List of federal opportunities/solicitations matching the search criteria
opportunityId
 opportunities.opportunityId string
title
 opportunities.title string
solicitationNumber
 opportunities.solicitationNumber string
agency
 opportunities.agency string
subAgency
 opportunities.subAgency string
postedDate
 opportunities.postedDate string
responseDeadline
 opportunities.responseDeadline string
daysUntilDeadline
 opportunities.daysUntilDeadline number
type
 opportunities.type string
setAsideType
 opportunities.setAsideType string
naicsCode
 opportunities.naicsCode string
classificationCode
 opportunities.classificationCode string
city
 opportunities.placeOfPerformance.city string
state
 opportunities.placeOfPerformance.state string
country
 opportunities.placeOfPerformance.country string
description
 opportunities.description string
link
 opportunities.link string
hasMore
 hasMore boolean

Whether more results are available

CompanyGovOpportunitiesResponse

Name Path Type Description
companyName
 companyName string

Resolved company name from SAM.gov
companyDomain
 companyDomain string

The company domain that was looked up
uei
 samEntity.uei string
cageCode
 samEntity.cageCode string
legalBusinessName
 samEntity.legalBusinessName string
opportunities
 opportunities array of object

Matching federal opportunities with incumbent status
opportunityId
 opportunities.opportunityId string
title
 opportunities.title string
agency
 opportunities.agency string
responseDeadline
 opportunities.responseDeadline string
daysUntilDeadline
 opportunities.daysUntilDeadline number
incumbentStatus
 opportunities.incumbentStatus string
matchReason
 opportunities.matchReason string
link
 opportunities.link string
totalOpportunities
 totalOpportunities number

Total number of matching opportunities

CompanyGovRelationshipsResponse

Name Path Type Description
companyName
 companyName string

Resolved company name from SAM.gov
companyDomain
 companyDomain string

The company domain that was looked up
uei
 samEntity.uei string
cageCode
 samEntity.cageCode string
legalBusinessName
 samEntity.legalBusinessName string
totalValue
 asSubcontractor.totalValue number
totalValueFormatted
 asSubcontractor.totalValueFormatted string
primeContractors
 asSubcontractor.primeContractors array of object
partnerName
 asSubcontractor.primeContractors.partnerName string
contractCount
 asSubcontractor.primeContractors.contractCount number
totalValue
 asSubcontractor.primeContractors.totalValue number
totalValueFormatted
 asSubcontractor.primeContractors.totalValueFormatted string
agencies
 asSubcontractor.primeContractors.agencies array of string
totalValue
 asPrimeContractor.totalValue number
totalValueFormatted
 asPrimeContractor.totalValueFormatted string
subcontractors
 asPrimeContractor.subcontractors array of object
partnerName
 asPrimeContractor.subcontractors.partnerName string
contractCount
 asPrimeContractor.subcontractors.contractCount number
totalValue
 asPrimeContractor.subcontractors.totalValue number
totalValueFormatted
 asPrimeContractor.subcontractors.totalValueFormatted string
agencies
 asPrimeContractor.subcontractors.agencies array of string