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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:

  1. Enterprise Account: Sign up for an enterprise CB Insights account at CB Insights.
  2. API Access Request: Contact CB Insights to request ChatCBI API access.
  3. Client Credentials: Obtain your Client ID and Client Secret from CB Insights for authentication.
  4. 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:

  1. 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.
  2. Query Processing: User queries are processed and formatted according to CB Insights ChatCBI API v2 specifications with conversational session continuity support.
  3. 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.
  4. 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 under utility_agents.
  • Ensure the agent_name you chose for your CBInsightsAgent is listed in the agent_list under orchestrator.

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"