CB Insights Agent¶
CB Insights Agent
is a third-party agent that integrates with CB Insights' market intelligence platform. This specialized agent provides access to verified market intelligence data including company profiles, deal information, investor insights, and proprietary business analytics to enhance decision-making and research capabilities.
Our AI Refinery SDK allows seamless integration with CB Insights using the CBInsightsAgent
class. This integration brings the full power of CB Insights' comprehensive market intelligence platform to applications, enhancing performance and capabilities on our AI Refinery platform.
Creating CB Insights Agent ¶
To use the CB Insights agent, you need to obtain API access from CB Insights:
- Enterprise Account: Sign up for an enterprise CB Insights account at CB Insights.
- API Access Request: Contact CB Insights to request ChatCBI API access.
- Client Credentials: Obtain your Client ID and Client Secret from CB Insights for authentication.
- Environment Setup: Configure your environment variables with the obtained credentials.
Onboarding CB Insights Agent¶
To use the CB Insights agent through our AI Refinery SDK, users need the following parameters:
Variable | Description | Required |
---|---|---|
client_id |
Name of the environment variable that holds your CB Insights Client ID. | Yes |
client_secret |
Name of the environment variable that holds your CB Insights Client Secret. | Yes |
api_base_url |
Base URL for CB Insights API (default https://api.cbinsights.com ). |
Yes |
wait_time |
Maximum time in seconds to wait for a response. Default is 300 seconds. | No |
contexts |
List of additional contexts to be passed to the agent for enhanced query processing. | No |
Workflow Overview¶
The workflow of the CBInsightsAgent
class consists of four key stages:
- Initialization: The agent is configured with Client ID and Client Secret credentials, obtains a Bearer token from CB Insights API, and registers with AI Refinery.
- Query Processing: User queries are processed and formatted according to CB Insights ChatCBI API v2 specifications with conversational session continuity support.
- API Communication: The agent communicates with CB Insights' ChatCBI API endpoint using persistent connections to retrieve market intelligence data including organization profiles, deals, investor insights, and market trends.
- Response Parsing: CB Insights API responses are parsed to extract message content and properly formatted source references, with automatic session ID management for conversation continuity.
Usage and Quickstart¶
To quickly set up an AI Refinery project with a CBInsightsAgent
, use the YAML configuration template below.
Specifically, ensure the following configurations are included:
- Add a utility agent with
agent_class: CBInsightsAgent
underutility_agents
. - Ensure the
agent_name
you chose for yourCBInsightsAgent
is listed in theagent_list
underorchestrator
.
Template YAML Configuration of CBInsightsAgent
¶
See the YAML template below for the CBInsightsAgent
configuration.
orchestrator:
agent_list:
- agent_name: "MarketIntelligenceAgent"
utility_agents:
- agent_class: CBInsightsAgent
agent_name: "MarketIntelligenceAgent"
agent_description: "The MarketIntelligenceAgent provides access to CB Insights market intelligence data including company profiles, deals, and investor insights."
config:
client_id: "CB_INSIGHTS_CLIENT_ID" # Required: Environment variable containing CB Insights Client ID
client_secret: "CB_INSIGHTS_CLIENT_SECRET" # Required: Environment variable containing CB Insights Client Secret
api_base_url: "https://api.cbinsights.com" # Required: CB Insights API base URL
wait_time: 300 # Optional: Request timeout in seconds (default: 300)
contexts: # Optional: Additional context for queries
- "market_segment"
- "industry_focus"
- "geographic_region"