cargo-ai

Every month the CRM's closed deals are audited and what they say lands in context/ as one pull request: the ICP verified against won versus lost with a disqualifier, dated insights with counts and denominators, objections from recorded lost reasons, and a client file per closed-won account; a five-line Slack digest says what changed. Never edits a persona, nor the ICP after the first pass. Triggers: "verify our ICP against won and lost deals", "what do closed-lost deals say about who we should not sell to", "keep the context repo current from the CRM every month", "our lost reasons should become objections", "run a monthly win-loss review". Cargo CDK, harness claudeCode, HubSpot, Salesforce, Attio, Slack. Skip when: there is no CRM yet and the context should come from the website, which is web-capture; or you want one account researched before a call, which is research-account.

Deploy an agent that holds email conversations with leads: a sending domain, a mailbox, a native email trigger on reply and unsubscribe, and a heartbeat that checks thread status when nothing inbound happened. Triggers: "handle email conversations with leads", "agentic engagement", "an agent that replies to inbound email", "stand up a conversation agent on a Cargo mailbox", "native email trigger for lead replies", "keep talking to leads over email". Cargo CDK, defineDomain, defineMailbox, defineAgent, agentNativeTrigger, heartbeat, sendEmail. Skip when: you want to send one email right now, which is a native sendEmail from the CLI and needs nothing deployed; or you want a play that blasts a list rather than holding a thread.

Every call the team records is collected into the cadence layer each morning, scribed into a log entry, and — once a claim repeats — promoted into the context knowledge layer, as one reviewable pull request against your GTM repo. Triggers: "our call recordings never make it into the knowledge base", "turn our call transcripts into context", "keep our context updated from sales calls", "we relearn the same objection every quarter", "scribe yesterday's calls into the repo every morning", "replace the GitHub Action that summarizes our meetings". Cargo CDK, defineAgent, harnessSlug claudeCode, repository env, GitHub, Avoma, Gong, Fireflies, cadence, context. Skip when: you want one call summarized right now, which is a read against the recorder's own API and needs nothing deployed.

Backfill the empty fields on CRM records so routing, scoring and territory assignment stop failing on blanks, powered by Cargo. Triggers: "CRM enrichment", "enrich my CRM", "my CRM records are half empty", "fill in missing fields in HubSpot", "clean up the CRM data", "our Salesforce contacts have no titles", "CRM data quality", "CRM hygiene", "backfill blank fields". Providers: enrichCrm. Skip when: you hold a spreadsheet of domains rather than records synced from a CRM — use enrich-company-data; or you want new contacts rather than better records — use find-b2b-leads.

Make Cargo actually run something, or show what it would run — execute one connector action, run a multi-step workflow, trigger a batch across a whole segment or model, message an AI agent, build or edit a node graph, draw a workflow, tool or play as a diagram, and query the runtime tables (runs, batches, spans, records) with SQL. Triggers: "run this on all my contacts", "execute the action", "kick off a batch", "build a workflow", "schedule a play", "make it run every morning", "ask the agent", "show me the workflow", "what does this tool do", "visualize this play", "draw the graph", "explain this workflow", "how many runs failed today", "what is the output schema for this action", "add a step that". Skip when: explaining why a run misbehaved — use cargo-diagnostics; downloading result files — use cargo-analytics; committing the workflow as code — use cargo-project.

Work with the data inside a Cargo workspace — models (Companies, Contacts, Deals…), datasets, columns, relationships, records, and SQL over workspace storage. Triggers: "what models do I have", "show me the schema", "add a column for", "how many contacts do I have", "SELECT … FROM", "query my companies table", "join contacts to companies", "what is the DDL", "set up a webhook-fed model", "where does this field live", "import this into a model", "unify these models", "merge duplicate accounts", "link contacts to companies", "set up a relationship between". Skip when: querying run or batch telemetry rather than business data — use cargo-orchestration; naming a reusable filtered audience — use cargo-segmentation.

Administer a Cargo workspace and talk back to the Cargo team — invite and manage members, mint and rotate API tokens, organize plays, tools, and agents into folders, inspect roles, upload batch input files, and file reports. Triggers: "invite my teammate", "create an API token for CI", "who has access", "organize these into folders", "rotate that token", "upload this CSV for a batch" — and for feedback: "report this bug to Cargo", "send feedback to the Cargo team", "this CLI command is broken", "share this session with Cargo", "request a feature". Most commands need a token with admin access. Skip when: the question is about credits, plans, or invoices — use cargo-billing.

Research one company before a meeting and hand back a briefing, powered by Cargo — what it does, what it publicly says is hard right now, and who it names as competition, each line traceable to where it came from. Triggers: "research this company", "brief me on this account", "prep me for this meeting", "what should I know about them", "write me a one-pager on", "what are they struggling with", "who do they compete with". Meeting prep, briefing, dossier, talking points. Skip when: you want many companies filtered rather than one understood — use build-tam-list; or you want the people to contact there — use find-stakeholders.

Score a list of companies against your ideal customer profile and rank them, powered by Cargo — every row gets a number, the reason behind it, and a tier, so the bottom of the list can be dropped before anyone spends time on it. Triggers: "score these leads", "which of these fit our ICP", "rank this list", "prioritise these accounts", "who should we go after first", "disqualify the bad ones", "tier this list". Firmographic fit, thresholds, tiering, prioritisation. Skip when: you have no list yet and need one built — use build-tam-list or find-b2b-leads; or you want people inside an account rather than a verdict on the account — use find-stakeholders.

Drive Cargo from its hosted MCP server at https://mcp.getcargo.io/mcp — connect a client, discover and price an action, run it over one record or a batch, poll it, and read workspace models, with no CLI install. Also when to call an MCP tool instead of shelling out to `cargo-ai`. Triggers: "connect Cargo to Claude Desktop", "add Cargo to ChatGPT", "Cargo MCP server", "mcp.getcargo.io", "use Cargo without installing anything", "which Cargo tool do I call", "search_actions", "execute_action_batch", "MCP server is showing the wrong workspace". Tools: whoami, search_actions, get_action_schema, execute_action, execute_action_batch, get_run, query_models. Skip when: you have a shell and the job is a workflow, a CDK deploy, warehouse SQL, or a mailbox — use the CLI skills; when publishing an MCP server out of your own workspace or attaching one to a Cargo agent — use cargo-ai.

Rebuild an Apollo list on Cargo and price the two side by side before you move anything, powered by Cargo. Triggers: "Apollo alternative", "migrate off Apollo", "move my Apollo list to Cargo", "replace Apollo.io", "I have an Apollo export", "Apollo credits ran out", "is Cargo cheaper than Apollo", "Apollo coverage is bad in my niche". Providers: apolloio, waterfall. Skip when: you are porting a Clay table rather than an Apollo list — use clay-to-cargo; or you simply want contacts sourced and have nothing to migrate — use find-b2b-leads.

Connect Cargo to an external system and find out what it can do — authenticate connectors, browse the integration catalog, and resolve the `connectorUuid` and `actionSlug` a workflow node needs. Triggers: "connect my HubSpot", "is Salesforce connected", "what integrations do you support", "can Cargo talk to <tool>", "what actions does <provider> have", "I need the connector UUID", "set up the API key for", "it is asking for credentials again", "why is this connector failing auth", "list my connectors". Integrations: amplemarket, amplitude, attio, bigQuery, calendly, closecom, contrast, csv, customerio, dbt, emailBison, expandi, googleAds, googleSheets, heyReach, http, hubspot, hubspotMcp, instantly, instantlyV2, intercom, jira, kitt, lemlist, lgm, linkedinAds, linkedinMatchedAudience, livestorm, manus, marketo, metabase, microsoftTeams, mixpanel, netsuite, netsuiteSoap, notionMcp, octave, onesignal, outreach, pipedrive, postgresql, redshift, resend, rift, salesforce, salesforceMcp, salesloft, Sendgrid, sillage, slack, smartlead, snowflake, sql, stripe, and 82 more. Skip when: choosing between enrichment providers for a GTM job — use cargo-gtm and its provider playbooks.

Cascade one lookup through several vendors in priority order, so a row the first source misses falls through to the next instead of being lost, powered by Cargo. Triggers: "waterfall enrichment", "cascade through providers", "fallback chain", "my single vendor has bad coverage", "try another source when the first one misses", "improve my match rate", "multi-vendor fallback". Providers: waterfall. Skip when: you want one address for one name and domain — use find-work-email, the cheaper single job; or you hold addresses and only want them checked — use verify-email-list.

Do business-to-business go-to-market work on Cargo — research accounts and buying committees, enrich and verify B2B contact records from licensed data providers, score and qualify leads, draft permission-based outreach for the user's own sequencer, sync to CRM, and monitor buying signals. Consent basis, suppression lists, and volume limits gate every step that touches a person (`references/acceptable-use.md`); bulk unsolicited messaging, purchased or scraped lists, and consumer targeting are refused. Triggers: "build me a list of", "find 50 <title> at <segment>", "who works at", "find work emails for these accounts", "enrich this CSV", "verify these emails", "build a TAM", "who fits our ICP", "who actually buys from us", "what data points should we collect on accounts", "our outbound is reaching the wrong people", "score these leads", "write a first-touch email", "push these to my CRM", "who changed jobs", "who just raised funding", "companies using <tech>", "who is hiring <role>", "find the buying committee", "portfolio companies of <investor>", "upload this audience to Google/Meta/LinkedIn ads". Providers: aiArk, anthropic, apolloio, bouncer, brightData, builtwith, cleon1, companyEnrich, contactOut, datagma, dropcontact, enrichCrm, enrichley, enrowio, exa, findyMail, firecrawl, forager, FullEnrich, g2, gemini, hunter, icypeas, kitt, leadMagic, linkedin, linkup, mixrank, neverBounce, oceanio, openAi, parallel, peopleDataLabs, perplexity, piloterr, prospeo, proxycurl, reverseContact, rocketreach, salesNavigator, serper, sillage, snitcher, societeInfo, theirStack, theSwarm, waterfall, x, zeroBounce. Reads phase guides, recipes, and per-provider playbooks before any paid call. Skip when: a run already happened and misbehaved — use cargo-diagnostics.

Router for the Cargo CLI skill bundle — load first for anything Cargo, and whenever a task spans two Cargo domains. Explains what each skill owns, declarative workspace-as-code (cargo-project) vs the imperative CLI, the UUID and slug flow between skills, async polling of runs and batches, end-to-end use cases, and the gotchas that fail silently (`conjonction` spelling, run vs batch, model-uuid vs segment-uuid). Triggers: "set up Cargo", "what can Cargo do", "which Cargo skill", "bootstrap my workspace", "I have a Cargo account", "cargo-ai …", or any `cargo-ai` command whose domain you are unsure of. Skip when: the task obviously belongs to one skill — load that skill directly.

Watch a list of target accounts for the public events that mean someone is in market, powered by Cargo — hiring for the role you sell into, saying something new, or turning up in a detection feed, each with a date and a link. Triggers: "tell me when these accounts do something", "what changed at my target accounts", "who is in market right now", "set up intent monitoring", "watch these companies for me", "any triggers on this list". Intent, triggers, watchlist, timing, freshness. Skip when: you have no account list yet — use build-tam-list; or you want a verdict on fit rather than on timing — use score-leads.

Get data out of Cargo and measure what ran — download a run output, export a segment or model to CSV or JSON, and pull run and batch success and error counts. Triggers: "download the results", "export this to CSV", "give me the file", "how many succeeded", "what is my error rate", "send me the enriched list", "get the output of that run", "how many records did it write". Skip when: asking why something failed or where credits went — use cargo-diagnostics; asking about credits, plans, or invoices — use cargo-billing.

Rebuild a ZoomInfo list on Cargo and measure the coverage you actually lose or gain before the renewal, powered by Cargo. Triggers: "ZoomInfo alternative", "migrate off ZoomInfo", "replace ZoomInfo", "our ZoomInfo renewal is coming up", "ZoomInfo is too expensive", "I have a ZoomInfo export", "cheaper than ZoomInfo", "Lusha alternative", "Cognism alternative". Providers: waterfall. Skip when: you are porting a Clay table rather than a contact list — use clay-to-cargo; or you have no list yet and simply want contacts sourced — use find-b2b-leads.

Build and configure AI agents inside Cargo — create an agent, choose its model and temperature, write its prompt, attach knowledge for retrieval (RAG), connect MCP tool servers, manage memories, and deploy releases. Triggers: "create an agent", "make an agent that", "give the agent our docs", "attach this knowledge base", "attach this library to the agent", "add resources to the agent release", "connect an MCP server", "expose our tools as an MCP server", "use Cargo from Claude Desktop or ChatGPT", "change the agent model", "what does the agent remember", "deploy the agent", "the agent is answering wrong". Skip when: uploading the knowledge files themselves — use cargo-content; sending the agent a message or running it over records — use cargo-orchestration.

Understand what Cargo is costing — remaining credits, usage broken down by workflow, connector, or agent, subscription state, and invoice history. Triggers: "how many credits do I have left", "what did that cost", "why is my bill so high", "am I about to run out", "will this fit in our budget", "show me my invoices", "how much have I spent this month", "what plan am I on", "what do I get for free", "how many free credits", "can I afford this run", "add a card", "update my payment method", "why was my card declined". Needs a token with admin access. Skip when: attributing spend to specific nodes or cutting a play cost — use cargo-diagnostics.

Inspect and edit the workspace's git-backed context repository (the GTM knowledge base of markdown/MDX files) and its runtime sandbox using the Cargo CLI. Use when the user wants to browse/read/write/edit context files, run a command in the sandbox, or inspect the context knowledge graph.

Watch your whole market for people who just took a role you sell to, qualify the company each one joined against your ICP, and post the ones that fit to Slack with the verdict and the links. A deployed pipeline on a Sales Navigator job-change search; checking or writing the CRM is an optional variation. Triggers: "watch our market for new hires", "put new VPs of Sales in our market into HubSpot", "post in Slack when a new VP Sales joins a company in our ICP", "a decision-maker just joined a company in our market", "new KDM detection", "route new hires into the CRM", "tell the deal owner when a new decision-maker lands mid-deal", "run our new-hire play on a schedule". Cargo CDK, Sales Navigator, Slack, HubSpot, Salesforce, Attio. Skip when: your own CRM contacts may have moved jobs, which is track-job-changes; or you want a list of people once, which is find-b2b-leads.

Each Monday the company's own website, its competitors' pages and recent news about both land in context/ as one pull request: the first run seeds positioning, offerings, an inferred ICP with a disqualifier, competitors, clients and proof; every run after adds a dated note of what changed (pricing, a launch, funding, a customer) and never edits an existing file. Triggers: "keep our context current from our website", "watch competitor pricing pages", "add our company news to the knowledge base", "our context repo is empty, seed it from our website", "set up the workspace context from our domain". Cargo CDK, harness claudeCode, parallel, GitHub. Skip when: news about target accounts, which is monitor-buying-signals; one company researched before a call, which is research-account; or the ICP verified against won and lost deals, which is win-loss-review.