Enrich signups and leads

Suggest company fields, enrich CRM records, and preserve user edits.

Recipe prompt

Implement this recipe in my project:
https://docs.context.dev/use-cases/lead-enrichment.md

Read the recipe and linked API guides, inspect this project's stack, and build the flow using its existing conventions.

Use a work email to suggest company fields during signup or enrich a CRM lead. Preserve edits, handle personal emails and missing profiles, deduplicate events, and keep tenant data separate. Add People enrichment only when person data is needed.

Reuse existing Context.dev configuration and keep secret API keys on the server. If Context.dev is not set up yet, follow https://docs.context.dev/agent-quickstart.md first. Add focused tests, run the relevant checks, and document setup and how to try the result.

Use a work email to suggest company details during signup or fill gaps in a CRM record. Treat the result as a suggestion: let people confirm or replace it. Brand describes the company; People describes a person.

Look up the company

Use a server-side key from the Quickstart. Send the work email to Brand.

TypeScript

import ContextDev from "context.dev";

const client = new ContextDev({ apiKey: process.env.CONTEXT_DEV_API_KEY });

const response = await client.brand.retrieve({
  type: "by_email",
  email: "[e-mail]",
  timeoutOpts: { milliseconds: 15000, behavior: "fail" },
});

console.log(response.brand?.title);

Fill blanks and preserve edits

Map brand.title, brand.domain, brand.description, and a suitable logo into your application. Keep the raw response and retrieval time separately from confirmed fields.

For a form, apply a response only if it belongs to the current email and tenant. Fill blank fields without overwriting edits made while the request was running. Let signup continue after an empty or failed lookup.

For a CRM worker, key jobs by tenant, normalized email, and lookup version. Use a durable queue, save successful fields, and skip duplicate events. Maintain separate matched, unmatched, partial, and retryable_error states; an API error must not become an empty successful profile.

Response	Next step
Personal or disposable email (422)	Ask for a work email or let the user enter company details.
NOT_FOUND	Keep the original record and allow manual entry.
408, 429, or 5xx	Retry later with a bounded policy; honor Retry-After.
401 or 403	Fix credentials, balance, permissions, or plan eligibility before retrying.
Partial profile	Use present fields and leave missing values unset.

Keep workspace branding editable

Store automatic suggestions separately from saved choices. An explicit logo removal must survive a later enrichment:

workspace-theme.ts

type Branding = { accent: string | null; logoUrl: string | null };
type ThemeChoices = { accent?: string; logoUrl?: string | null };

export function workspaceTheme(suggested: Branding, saved: ThemeChoices) {
  const candidate = saved.accent ?? suggested.accent;
  const accent = candidate && /^#[0-9a-f]{6}$/i.test(candidate)
    ? candidate : "#334155";
  return {
    accent,
    background: "#ffffff",
    surface: "#f8fafc",
    text: "#171717",
    logoUrl: saved.logoUrl !== undefined ? saved.logoUrl : suggested.logoUrl,
  };
}

Use the accent for decoration until you have checked contrast for text and controls. Save choices against the tenant ID and reapply them after refreshing the Brand snapshot. Branded content shows theme validation and rendering.

Add person data and research when needed

Send identity clues to People when the workflow needs a person’s profile:

People enrichment request body

{
  "email": "[e-mail]",
  "company": { "domain": "example.com" }
}

A match score is evidence to review, not proof of employment or identity. Keep the person and company records separate. For account research, use Answers and retain the source URLs with each claim; missing evidence should remain unknown.

If you know the company identifier ahead of time, prefetch can prepare a later lookup. The later Brand response determines whether the profile is ready.