trooper
[01]Integration brief

CB InsightsAI agent for CB Insights

Connect CB InsightsAll plugins
app.trooper.so
Intel
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Do anything with AI…
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🎯TODO
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⏳IN PROGRESS
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📝HUMAN REVIEW
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🎉COMPLETED
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[02] Overview

Why teams connect CB Insights

Trooper agents connect to CB Insights through secure OAuth or API credentials synced to your private OpenClaw server.

Unleash Codex as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated company profiles, leading coverage of recent equity deals, proprietary taxonomies, unique scores, hidden signals, and over 20 years of bleeding edge technology research to identify and analyze relevant, high-potential companies ahead of your competition. Built for corporate

Every action runs as a traced ticket on the unified board. Combine CB Insights with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.

Autonomous execution

Trooper agents call CB Insights APIs directly — search, read, write, and report back on traced tickets.

Approval gates

Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.

Multi-agent workflows

Combine CB Insights with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.

[03] Playbooks

Automate CB Insights playbooks.

Source sweeps, synthesis memos, and monitors — CB Insights keeps research loops on rails.

Weekly cron
Trigger
Sweep start
Fetch sources
Dedupe hits
CB Insights digest
Publish gate
Sources scanned240/wk avg
[04] Use cases

What agents do with CB Insights

Search and summarize

Agent queries CB Insights for context before drafting a response or next action.

Create and update records

Write back to CB Insights with traced changes and human approval on sensitive ops.

Cross-tool workflows

Chain CB Insights with email, CRM, or code tools in a single multi-step mission.

[05] Setup

Connect CB Insights

Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.

  1. 01

    Deploy a Trooper unit at app.trooper.so

  2. 02

    Open Settings → Plugins and connect CB Insights via OAuth or API key

  3. 03

    Assign the CB Insights plugin to the right agent on your roster

  4. 04

    Delegate a task from Slack, chat, or the unified task board

[06] Related