---
name: meeting-prep-brief
description: >-
  Use when the user has a meeting booked and names a person AND a company. Produces a structured pre-call brief on the contact and their company. Reveals contact data — confirm before enriching.
version: 0.1.0
metadata:
  vendor: Firmable
  category: Prepare
  status: live
  personas: [AE, SDR]
  jtbd: [prepare-meeting, understand-account]
  safety: reveals-contact
  cost: credits
  requires_mcp: "Firmable MCP — https://agents-dev.firmable.com/mcp"
  mcp_tools: [get_person, get_company]
---

# Meeting Prep Brief

Use when the user has a meeting booked and names a person AND a company. Produces a structured pre-call brief on the contact and their company. Reveals contact data — confirm before enriching.

## When to use
You have a meeting booked with a specific named contact and want to walk in with structured context.

## When NOT to use
For bulk account research across many companies — credit use adds up quickly.

## Inputs
- **person** (required) — The contact's name (and title if known)
- **company** (required) — The contact's company
- **meeting_context** (optional) — What the meeting is about

## MCP tools used
- `get_person` — Full contact profile: career, email, phone _(Credits)_
- `get_company` — Full company profile: size, tech stack, org registers _(Credits)_

## Procedure
Follow these steps in order:

1. Resolve the person and company in Firmable; if either is ambiguous, list the candidate matches and ask which to use.
2. **⛔ CONFIRM** before enriching: tell the user this reveals contact data and may spend credits, then **STOP** and wait for a yes.
3. Call get_person, then get_company — in that order.
4. Fill the Output format below exactly; do not add or drop sections.
5. If Firmable returns thin data, set Data completeness to 'Sparse' and label every conversation hook as a hypothesis.
6. Offer the suggested follow-ups.

## Output format
Return exactly these sections:

1. Contact summary (current role, tenure, career highlights)
2. Company overview (size, industry, revenue range, locations, founded)
3. Tech stack (confirmed tools by category)
4. Conversation hooks (2-3, each tied to a real data point)
5. Data completeness (Full / Partial / Sparse)
6. Next action

## Safety & confirmation
**Reveals contact data.** Reveals a person's contact details and may spend credits. STOP and confirm with the user before enriching — never reveal without an explicit yes.

## Example invocation
> Prepare a meeting brief for Sarah Chen, Head of Revenue Operations at Nearmap, before my discovery call at 2pm today.

## Suggested follow-ups
- Draft an opening message based on this brief
- Who else should I get in the room for this call?
- What are the 3 most likely pain points for this role?

## Data confidence
Confirmed Firmable data — career history, tech stack, and company profile are real Firmable data points. Returns the contact's email/phone, so it confirms before revealing.

---
_Part of the Firmable MCP Skills library. Requires the Firmable MCP connector (https://agents-dev.firmable.com/mcp). Internal / development build — not licensed for external distribution yet._