aigroup-lead-discovery-openclaw

Lead-discovery and company-intelligence suite for banker workflows on OpenClaw.

Quick Install (macmini)

Just want it running? See QUICKSTART.md.

openclaw plugins install clawhub:aigroup-lead-discovery-openclaw
launchctl kickstart -k gui/$(id -u)/ai.openclaw.gateway
bash ~/.openclaw/extensions/aigroup-lead-discovery-openclaw/scripts/preflight.sh

This is the upstream half — install this first, then add aigroup-financial-services-openclaw second.

This plugin is the recommended first install in the AIGroup banker stack. Install it first as the intelligence and data-entry suite, then add aigroup-financial-services-openclaw as the downstream modeling and deliverables suite.

This repository is a standalone OpenClaw-compatible Claude bundle. The Hub release packages:

• five banker SOP skills for lead discovery and customer investigation
• no bundled MCP bridge runtime by default
• a clean skill-only install surface for OpenClaw Hub

It is also designed to be used alongside the AIGroup data-service MCP stack:

• aigroup-fmp-mcp
• aigroup-market-mcp
• aigroup-finnhub-mcp
• Tianyancha
• PrimeMatrixData

Included

Skills

• client-initial-screening
• company-event-scan
• customer-investigation
• key-account-briefing
• weekly-lead-watchlist

Recommended companion AIGroup data services

• aigroup-fmp-mcp
• aigroup-market-mcp
• aigroup-finnhub-mcp

Plugin Layout

.claude-plugin/plugin.json
skills/

OpenClaw detects this repository as a Claude bundle and maps:

• skills/ into normal OpenClaw skills

Install

Recommended suite-first install flow:

openclaw plugins install aigroup-lead-discovery-openclaw
openclaw plugins install aigroup-financial-services-openclaw

OpenClaw Hub

openclaw plugins install aigroup-lead-discovery-openclaw

Local path

openclaw plugins install ./aigroup-lead-discovery-openclaw

GitHub shorthand

openclaw plugins install jackdark425/aigroup-lead-discovery-openclaw

Claude Code

This repository is a single self-contained Claude plugin, but Claude Code installs plugins through marketplaces, not raw clones. Register it as a one-plugin marketplace in .claude/settings.json (project or user scope):

{
  "extraKnownMarketplaces": {
    "aigroup-lead-discovery": {
      "source": {
        "source": "settings",
        "plugins": [
          {
            "name": "aigroup-lead-discovery-openclaw",
            "source": {
              "source": "github",
              "repo": "jackdark425/aigroup-lead-discovery-openclaw"
            }
          }
        ]
      }
    }
  },
  "enabledPlugins": {
    "aigroup-lead-discovery-openclaw@aigroup-lead-discovery": true
  }
}

For an opinionated banker stack that wires this plugin alongside the financial-services bundles, see the companion banker/ workspace — it ships a ready-made .claude/settings.json.

Published package (ClawHub Latest):

• aigroup-lead-discovery-openclaw@0.3.1 (see QUICKSTART.md for install; tag here is informational only — ClawHub install resolves latest automatically)

Recommended companion package:

• aigroup-financial-services-openclaw

Quick install guide:

• docs/start-here.md
• docs/quickstart.md
• docs/banker-stack.md
• docs/example-prompts.md
• docs/troubleshooting.md
• docs/which-suite-to-use.md

Verify After Install

openclaw plugins inspect aigroup-lead-discovery-openclaw
openclaw plugins inspect aigroup-financial-services-openclaw
openclaw skills list

Recommended Trust Pinning

If you want to silence the plugins.allow is empty warning and pin trust explicitly, add the two AIGroup suite ids to your OpenClaw config:

{
  "plugins": {
    "allow": [
      "aigroup-lead-discovery-openclaw",
      "aigroup-financial-services-openclaw"
    ]
  }
}

Then restart the gateway.

Release Prep

Validate the repository bundle shape directly:

python3 scripts/validate_bundle.py .

ClawHub releases should be published from the repository root. The Hub release is intentionally skill-only so it avoids shipping optional bridge helpers that can trigger conservative static security scans.

Environment

Recommended data sources for best results:

• PrimeMatrixData
• Tianyancha
• aigroup-market-mcp
• aigroup-fmp-mcp
• aigroup-finnhub-mcp

What Each Skill Does

client-initial-screening

Quickly decide whether a company is worth contacting at all. Focuses on entity confirmation, operating status, growth clues, risk flags, and a recommended next action.

company-event-scan

Turns web and enterprise-data signals into outreach triggers such as hiring, expansion, partnerships, honors, financing clues, and likely banking entry points.

customer-investigation

Default banker workflow for turning company intelligence into a structured Chinese customer investigation report. Use it when a client manager needs entity confirmation, business summary, risk review, and banking entry points in one internal memo.

key-account-briefing

Produces a concise pre-meeting briefing for a banker before first contact or an on-site visit.

weekly-lead-watchlist

Scans a batch list and ranks accounts into follow now, observe, or pause groups.

Validation

This plugin has been validated on OpenClaw 2026.4.2 for:

• bundle loading
• MCP recognition
• skill discovery
• skill readiness

See docs/validation.md.

Notes

• The plugin is distributed as a compatible bundle, not a native in-process OpenClaw plugin.
• The Hub release intentionally excludes optional local bridge helpers and focuses on portable skills.
• The recommended deployment model is suite-first: use this plugin for intelligence gathering and customer investigation, then use aigroup-financial-services-openclaw for customer analysis, modeling, and deliverable workflows.