Org-Level Account Research

Use Mave Agent to research Pipedrive organizations and write cited intelligence briefs back as pinned notes

Scenario

Before a meeting, AEs need account intelligence — what the company does, recent news, competitive landscape. Pipedrive stores the org record but lacks depth. Mave Agent researches each organization and returns a cited intelligence brief.

Architecture

Code

Python

import os, requests

DOMAIN = os.environ["PIPEDRIVE_DOMAIN"]
PD_TOKEN = os.environ["PIPEDRIVE_API_TOKEN"]
PD_BASE = f"https://{DOMAIN}.pipedrive.com"
MAVERA_KEY = os.environ["MAVERA_API_KEY"]

def pd_get(path, params=None):
    params = params or {}
    params["api_token"] = PD_TOKEN
    r = requests.get(f"{PD_BASE}{path}", params=params)
    r.raise_for_status()
    return r.json()

# 1. Pull organizations
orgs = pd_get("/api/v2/organizations", {"limit": 20, "sort_by": "update_time", "sort_direction": "desc"}).get("data", []) or []

# 2. Research each with Mave Agent
for org in orgs[:10]:
    name = org.get("name", "Unknown")
    addr = org.get("address", "")
    query = (
        f"Research '{name}'{f' based in {addr}' if addr else ''}. "
        f"Analyze: (1) business model, (2) recent news, (3) competitive landscape, "
        f"(4) strategic initiatives, (5) pain points for B2B SaaS. Cite sources."
    )
    mave = requests.post(
        "https://app.mavera.io/api/v1/mave/chat",
        headers={"Authorization": f"Bearer {MAVERA_KEY}"},
        json={"message": query},
    )
    mave.raise_for_status()
    result = mave.json()
    print(f"\n{'='*50}\nAccount: {name} | Sources: {len(result.get('sources', []))}")
    print(result.get("content", "")[:500])

    # 3. Write brief back as Pipedrive note
    requests.post(
        f"{PD_BASE}/api/v1/notes",
        params={"api_token": PD_TOKEN},
        json={
            "content": f"<b>Account Intelligence Brief</b><br><br>{result.get('content', '')[:3000]}",
            "org_id": org["id"],
            "pinned_to_organization_flag": 1,
        },
    )

Example Output

Account: Acme Manufacturing Inc. | Sources: 4

Business Model: Acme produces industrial automation components for
automotive. Revenue ~$450M (2024 10-K).

Recent News: Announced $30M expansion into EV battery assembly tooling
(Reuters, Jan 2026). Hired new CTO from Siemens in Q4 2025.

Competitive Landscape: Fanuc, ABB Robotics, Rockwell Automation.
Acme differentiates on customization speed.

Pain Points: Legacy ERP integration, manual quality reporting,
scaling engineering for EV pivot. Receptive to workflow automation.

Error Handling

Error	Cause	Fix
Mave returns generic content	Org name too common	Add industry, location, or website to disambiguate
429 from Mave	Too many concurrent requests	Process orgs sequentially with 1-2s delay
Note creation fails	Org deleted or permissions issue	Verify org exists; check token write scope