--- name: find-management-consultant description: Use whenever the user wants to find, shortlist, vet, or enrich US management consultancies — strategy, operations, executive coaching, leadership development, org-development/change management, PMO/program management, sales/revenue operations consulting. Triggers on "find me three top strategy consultancies in California", "shortlist boutique ops-consulting firms with healthcare experience", "we need an executive coach for our new CEO", or "pull contact info for these 10 consulting firm domains", even when described indirectly (post-merger integration help, change-management partner, fractional COO). Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog filterable by industry, services, location, size, ratings. Skip in-house strategy hires, "help me build a strategy" do-the-work asks, framework comparisons (Lean vs Agile, BCG matrix, etc.), academic/MBA-program questions, life/career coaching for individuals, non-US firms, individual freelancers. version: "0.3.0" allowed-tools: - Bash(curl:*) - mcp__servicegraph__list_fields - mcp__servicegraph__list_field_values - mcp__servicegraph__check_filter - mcp__servicegraph__translate_intent - mcp__servicegraph__search_dataset - mcp__servicegraph__get_row - mcp__servicegraph__unlock_rows - mcp__servicegraph__get_credit_balance author: Artur Briugeman license: MIT compatibility: Designed for Claude Code tags: [management-consulting, strategy, service-providers, lead-generation, servicegraph] metadata: api_base: https://api.servicegraph.co dataset_id: pro_services industry: management_consulting --- # find-management-consultant ## Overview Drive the **ServiceGraph API** (`https://api.servicegraph.co`) to find, shortlist, and enrich US management consulting firms via the `pro_services` dataset. The catalog tags firms with `industry:management_consulting` and a 7-tag service sub-taxonomy: `strategy-consulting`, `operations-consulting`, `executive-coaching`, `leadership-development`, `organizational-development`, `pmo-project-management`, `sales-revenue-consulting`. **Always pin `industry:management_consulting`.** Sub-services are structured `service_provided` tags — confirm exact names via `/v1/datasets/pro_services/fields?include_values=1`. Any HTTP client works (curl, fetch, requests). Examples below use curl. ## When NOT to use this skill - "Help me build a strategy / write a plan / make a recommendation" — do-the-work, not procurement. - In-house strategy/operations hires (Chief Strategy Officer, COO). - **Life or career coaching for an individual** — the catalog's `executive-coaching` tag is for B2B (the firm hires the coach for their executives), not for the user themselves. - Framework explanations (Lean vs Agile, Porter's Five Forces). - MBA program questions, academic research. - Non-US firms / individual freelance consultants. ## Prerequisites - **ServiceGraph access**, either: - the **ServiceGraph MCP server** (`https://mcp.servicegraph.co`) loaded in your harness — this plugin's `.mcp.json` wires it up; OAuth 2.1 + PKCE keeps credentials in the harness sandbox — or - a **ServiceGraph API key** (`vk_…`, minted at ) available as `SERVICEGRAPH_API_KEY` in the environment or `.env.local` for the REST path (setup steps under Auth below). - An HTTP client for the REST path — the examples use `curl`. ## Instructions The loop is free-first: discovery, validation, search, and brief reads cost nothing; only unlock after the user confirms the spend. 1. Pick the call path — the ServiceGraph MCP tools if loaded, otherwise the REST flow (MCP server and Auth sections below). 2. `GET /v1/datasets/pro_services/fields?include_values=1` — confirm the fields and values you plan to filter on exist. 3. Build the filter (Filter DSL below) and validate it with `GET /v1/datasets/pro_services/check` — or draft it from plain English via `POST /v1/datasets/pro_services/translate-intent`. 4. `GET /v1/datasets/pro_services/search` — present the free brief cards and let the user pick. 5. Quote the unlock cost (10 credits per row, 30-day TTL) and get an explicit go-ahead. 6. `POST /v1/datasets/pro_services/unlocks` with the chosen apexes; report the revealed detail. 7. `GET /v1/me/credits` to report the remaining balance when asked. ### MCP server (preferred for authed calls) If your harness has the ServiceGraph MCP server loaded (tools containing `servicegraph`), prefer those — OAuth 2.1 + PKCE keeps the token in the harness sandbox. Otherwise use the REST flow below. ### API surface (dataset id: `pro_services`) Every endpoint requires the bearer (`Authorization: Bearer vk_…`). No anonymous tier. | Endpoint | Cost | Use it for | |---|---|---| | `GET /v1/datasets/pro_services/fields[?include_values=1]` | free | Confirm `management_consulting` industry value and sub-tag names. | | `GET /v1/datasets/pro_services/check?filter=…` | free | Validate filter. | | `POST /v1/datasets/pro_services/translate-intent` | free | `{intent}` → DSL filter + sanity count. | | `GET /v1/datasets/pro_services/search?filter=…&limit=` | free | Brief firm cards + per-row unlock hint + total. | | `GET /v1/datasets/pro_services/:apex` | free | One row brief; detail only if unlocked. | | `POST /v1/datasets/pro_services/unlocks` | **10 credits / firm** | `{apexes:[...]}` ≤100; atomic; 30-day TTL on detail. | | `GET /v1/me/credits` | free | Balance. | **Cost model.** Discovery / validation / search / brief reads are free. Detail (url, phone, email, social, address, full `platforms` map) costs **10 credits per firm** and lasts **30 days**. ### Auth `vk_*` API keys minted in the dashboard. **Keep the token out of the LLM context** — never read `.env*` into your context; dispatch via shell. 1. **Try the call first** through a shell wrapper that sources `.env.local`: ```bash ( set -a; [ -f .env.local ] && . ./.env.local; set +a; curl -sS -H "Authorization: Bearer $SERVICEGRAPH_API_KEY" \ 'https://api.servicegraph.co/v1/datasets/pro_services/fields' ) ``` 2. **On `401`** prompt the user: > "Open **https://servicegraph.co/profile/api-keys**, create a > key, and add `SERVICEGRAPH_API_KEY=vk_…` to `.env.local` here > (or export it). Tell me when done. Please don't paste the key > into chat." 3. **Retry** after the user signals ready. ### Filter DSL GitHub-search-style. ``` filter := orExpr orExpr := andExpr ("OR" andExpr)* andExpr := notExpr (("AND")? notExpr)* # whitespace = implicit AND notExpr := ("NOT" | "-") notExpr | atom atom := "(" filter ")" | predicate predicate:= IDENT op valueOrList | bareword op := ":" | "=" | ">=" | "<=" | ">" | "<" valueOrList := value ("," value)* value := IDENT | NUMBER | tagAtEvidence tagAtEvidence := IDENT "@" ("low"|"medium"|"high") bareword := IDENT | NUMBER # → keyword: ``` **Four rules that bite:** AND binds tighter than OR (use parens); comma list = OR within one predicate; negation is `-x` or `NOT x`; bareword = keyword search (quote multi-word phrases). **Management-consulting examples** (validate yours with `/check`): ``` industry:management_consulting service_provided:strategy-consulting@high industry:management_consulting service_provided:operations-consulting state:NY industry:management_consulting service_provided:executive-coaching industry:management_consulting (service_provided:strategy-consulting@high OR service_provided:operations-consulting@high) industry:management_consulting service_provided:organizational-development change industry:management_consulting service_provided:strategy-consulting@high rating>=4 has:clutch industry:management_consulting service_provided:pmo-project-management ``` **Sub-service tag → typical user phrasing**: | User asks for | Tag | |---|---| | Strategy / strategic planning | `service_provided:strategy-consulting` | | Operations / ops consulting | `service_provided:operations-consulting` | | Executive coach (for senior leaders) | `service_provided:executive-coaching` | | Leadership development programs | `service_provided:leadership-development` | | Org design / change management | `service_provided:organizational-development` | | PMO / program management | `service_provided:pmo-project-management` | | Sales/revenue ops | `service_provided:sales-revenue-consulting` | ### Identifying firms — `apex` Firms are identified by their **apex domain** (`mckinsey.com`, not `www.mckinsey.com/about`). ## Output All responses are JSON. - **Search** returns free **brief** firm cards — `apex`, `name`, location, and rating signals — plus a per-row unlock hint and the match `total`. Briefs never include `url`, `phone_primary`, `email_primary`, `legal_name`, `address_full`, or the full `platforms` map. - **Unlock** (`POST …/unlocks`) returns each unlocked firm's detail block — contact fields, address, socials, the `platforms` map — plus per-item billing; detail stays readable for 30 days. - **Errors** arrive as a JSON envelope `{"error": {"code": "…", "message": "…"}}` — see Errors below. ## Examples ### A. Strategy consultancy in a state ``` GET /v1/datasets/pro_services/search?filter=industry:management_consulting+state:CA+service_provided:strategy-consulting@high&limit=10 # Present, get pick of 3. "Unlocking 3 = 30 credits, 30-day TTL." POST /v1/datasets/pro_services/unlocks { "apexes": ["firm-a.com", "firm-b.com", "firm-c.com"] } ``` ### B. Boutique ops consulting + vertical ``` GET /v1/datasets/pro_services/search?filter=industry:management_consulting+service_provided:operations-consulting+healthcare+-company_size_signal:large_50plus&limit=10 ``` ### C. Executive coach for a CEO ``` GET /v1/datasets/pro_services/search?filter=industry:management_consulting+service_provided:executive-coaching@high&limit=10 ``` ### D. Indirect intent — post-merger / change ``` GET /v1/datasets/pro_services/search?filter=industry:management_consulting+service_provided:organizational-development+(merger OR integration)&limit=10 ``` If thin, drop the keywords — `organizational-development@high` alone captures change-management work. ### E. Indirect intent — "fractional COO" ``` GET /v1/datasets/pro_services/search?filter=industry:management_consulting+service_provided:operations-consulting+fractional&limit=10 ``` ### F. Quality threshold + Big-3 alumni ``` GET /v1/datasets/pro_services/search?filter=industry:management_consulting+service_provided:strategy-consulting@high+rating>=4+(mckinsey OR bcg OR bain)&limit=10 ``` The "alumni" angle isn't structured — keyword the firm names of the shops the alumni came from; many spinout consultancies advertise it in bio text. ### G. BYO apex list — enrich domains User pastes 8–20 consulting-firm domains: 1. `GET /v1/datasets/pro_services/:apex` per domain — free brief (404 = not in catalog, no charge). 2. User picks N to fully enrich. `POST /unlocks` = **10×N credits**, atomic, detail returned. 3. Re-runs within 30-day TTL are free. ## Gotchas - **Always pin `industry:management_consulting`.** Without it, `service_provided:strategy-consulting` surfaces marketing or IT firms that list "strategy" as a sub-service. - **`executive-coaching` is for B2B.** When a firm hires a coach for their executives, this skill applies. When an *individual* asks for a life coach or career coach for themselves, it's out of scope. - **"Help me build a strategy" is do-the-work, not procurement.** - **Framework comparisons** (Lean vs Agile) and **MBA questions** are knowledge, not procurement. - **In-house hires (CSO, COO) are NOT procurement.** - **Briefs DO include `apex`, `name`, location, ratings.** They DON'T include `url`, `phone_primary`, `email_primary`, `legal_name`, `address_full`, full `platforms` — those require an unlock. - **`not_found` / `not_in_dataset` 404 = not in `pro_services`.** Skip; not charged. - **Unlock is atomic.** N apexes either all charge (up to 10×N credits) or none on 402. - **Within-TTL re-views are free** (`was_cached:true`). ## Errors JSON envelope: `{"error": {"code": "...", "message": "..."}}`. | Status | Code | What to do | |---|---|---| | 400 | `filter_parse_error` | `position` included; fix and re-validate with `/check`. | | 400 | `kind_in_filter` | Strip any `kind:` from filter. | | 400 | `field_not_in_dataset` | Drop the disallowed field. | | 400 | `invalid_apex` | Re-normalize. | | 401 | `unauthorized` / `invalid_audience` | Re-prompt for fresh `vk_…`. | | 402 | `insufficient_credits` | `needed` and `balance`; nothing charged. | | 404 | `not_found` / `not_in_dataset` | Skip; not charged. | | 429 | `rate_limited` | Honor `Retry-After`. | ## End-to-end example User: *"Three top management-consulting firms in California focused on strategy, with strong third-party ratings."* ``` GET /v1/datasets/pro_services/fields?include_values=1 GET /v1/datasets/pro_services/check?filter=industry:management_consulting+state:CA+service_provided:strategy-consulting@high+rating>=4+review_count_total>=20 GET /v1/datasets/pro_services/search?filter=...&limit=10 # Present briefs. "Unlocking 3 = 30 credits, 30-day TTL." POST /v1/datasets/pro_services/unlocks { "apexes": ["firm-a.com", "firm-b.com", "firm-c.com"] } GET /v1/me/credits ``` ## Resources - Upstream source: - ServiceGraph API: — keys at - Hub skill: `servicegraph` (this plugin) — the dataset-agnostic entry point when the user names ServiceGraph explicitly.