Documentation
sales-pipeline-enrichment
Project-Agent / reference-agents/sales-pipeline-enrichment/README.md
> Fills missing CRM data, identifies stale records, surfaces accounts matching declared buyer signals.
Reference agent in the Sales Reference Workforce, shipped as Apache 2.0 source under reference-agents/. Like every ARX reference agent, this is a demonstrator — customers fork, modify, or replace it. What stays is the governance layer underneath (scoped credentials, manager approval, hash-chained personnel record, defined termination).
What it does
Given a list of account list:
- Pulls the relevant context through ARX-governed connectors
- Applies the pipeline enrichment logic
- Returns a structured enrichment for human review (or auto-action
if within declared low-risk scope)
- Streams every action to the customer's hash-chained personnel record
Governance posture
Every action this agent takes is intercepted by ARX:
- Onboarding — credentials issued at runtime, scoped per-call, never embedded
- Supervision — writes to salesforce, hubspot require manager approval
- Evaluation — drift detection against
manifests/job_description.yaml - Records — every action lands in the customer's S3 personnel-record bucket
- Termination — one-button revoke + halt + exit attestation
Endpoints
| Method | Path | Description | | ------ | ----------- | ----------- | | POST | /act | Plan a pipeline enrichment pass against a list of account list | | POST | /execute | Execute the plan, return the resulting enrichments | | GET | /status | Liveness + manifest sha256 |
Run locally
``bash cd reference-agents/sales-pipeline-enrichment python3 -m venv .venv && source .venv/bin/activate pip install -r requirements.txt uvicorn app.main:app --reload --port 8100 ``
``bash curl -s -X POST http://127.0.0.1:8100/execute \ -H 'content-type: application/json' \ -d @examples/request.json | jq . ``