Set up an account watch list

Use https://intakra.com/mcp through normal workspace OAuth. Reads need accounts:read; add_accounts and request_accounts need accounts:write, and set_offering needs offering:write plus the appropriate workspace role. Missing permissions use the normal consent flow. An existing base-only client registration may require reconnecting with the requested supported scopes. Documentation: https://intakra.com/mcp-guide.

Read list_accounts to recognize existing companies and avoid guessing that a workspace is empty. Collect the user’s actual offering and intended companies. set_offering replaces the saved description: use the exact agreed wording. add_accounts takes company website domains, skips existing entries and respects plan limits. Background checks of added companies’ public records can start soon, subject to the plan, engine availability and research limits; adding domains does not establish completed findings. A user instruction specifying these changes is authorization; clarify only missing or conflicting choices.

For discovery, request_accounts accepts the desired business description and supported industry, country, region, employee range or up to five lookalike customer domains. Run it only when the user requests or agrees to that background account-finding work. Retain the user’s criteria, respect rate limits and report that suggestions arrive later. Use list_suggestions to review actual returned candidates and reasons.

The discovery tools do not accept an exact-count target, so do not promise exactly 100 or invent unsupported filters. Reading a suggestion does not approve its record. There is no suggestion-state approval tool in this connection: use the app for that action. If the user authorizes adding particular returned domains, or selection under concrete agreed criteria, add those actual domains through add_accounts and report the resulting account changes; do not describe that as approving the suggestion records. Clarify missing selection criteria and respect the returned plan limits. After an uncertain write, inspect current accounts or returned state before resubmitting. Never replace the offering, populate guessed companies, bypass role limits or send outreach to make an empty result look successful.