Smb Sales Boost

SMB Sales Boost Skill

This skill enables natural language interaction with the SMB Sales Boost API — a B2B lead generation platform providing access to newly registered small and medium businesses across the United States.

Setup

The user must provide their API key. Keys have a smbk_ prefix and are generated from the Dashboard > API tab. The key is passed as a Bearer token in the Authorization header of every request.

Base URL: https://smbsalesboost.com/api/v1

Important: API access requires a Starter, Growth, Scale, Platinum, or Enterprise subscription plan. New users can purchase a subscription entirely via API using the Programmatic Purchase endpoints (no web signup required).

Data Sensitivity: Exported leads contain business contact information including phone numbers and email addresses (PII). Exported files are saved to the agent's output directory by default. Handle exported files with appropriate care — do not share them in public channels or store them in unsecured locations.

Export File Location: By default, smb_api.py saves exported files to the --output-dir path (defaults to /mnt/user-data/outputs). You can override this with the --output-dir flag to save files to a preferred secure location.

Authentication

All requests must include:

Authorization: Bearer <API_KEY>

If the user hasn't provided their API key yet, ask them for it before making any requests. Store it in a variable for reuse throughout the session.

Credit-Based System

Starter, Growth, and Scale plans use a credit-based model for both querying and exporting leads:

• Each new lead returned by GET /leads (query) costs 1 credit
• Each net-new lead exported by POST /leads/export costs 1 credit
• Previously-exported leads are free to re-query or re-export (do not consume credits)
• Both endpoints support maxCredits (cap credit spending) and maxResults (cap total leads) for credit-optimized ordering: new leads are sorted first, then previously-exported leads fill remaining slots
• Set maxCredits=0 on either endpoint to only receive previously-exported leads at no credit cost
• Platinum and Enterprise plans are not credit-limited

Credit Pricing (per credit):

Credit balance fields (from GET /me): monthlyCredits, monthlyCreditsUsed, monthlyCreditsRemaining, permanentCredits, totalCreditsRemaining, creditOverageRate

Users can purchase additional permanent credits via POST /purchase-credits or configure automatic top-ups via GET/PATCH /auto-top-up.

Rate Limits

• General endpoints: 60 requests per minute
• Export endpoints: 1 per 5 minutes
• AI endpoints: 5 per minute
• Programmatic purchase: 5 per hour per IP
• Claim key: 30 per hour per IP

Rate limit headers are returned on every response: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset. If rate limited, check the Retry-After header for seconds to wait.

Two Database Types

SMB Sales Boost has two separate databases with different contact information available:

1. home_improvement — Home improvement/contractor businesses with phone numbers, star ratings, review counts, review snippets, profile URLs, and categories
2. other — General newly registered businesses with phone numbers and email addresses, registered URLs, crawled URLs, short/long descriptions, redirect status, and AI-enriched category estimations

The Home Improvement database provides phone numbers as the primary contact method. The Other database provides both phone numbers and email addresses, making it ideal for cold email and multi-channel outreach campaigns.

Some filter parameters only work with one database type. The user's account has a default database setting. Always check which database the user wants to query.

Core Endpoints

1. Search Leads — GET /leads

The primary endpoint. Translates natural language queries into filtered lead searches. Each new lead returned costs 1 credit (previously-exported leads are free to re-query). Supports maxCredits and maxResults parameters for credit-optimized ordering.

Key Parameters:

Understanding "Last Updated" — this is critical for finding the freshest leads:

• Home Improvement leads: Last Updated means a new phone number was detected
• Other leads: Last Updated means any of the 5 contact/address fields changed: primary phone, secondary phone, primary email, secondary email, or full address
• Both databases also include newly added records in this date
• Many businesses launch a website before adding contact info, so the Last Updated date captures when that information first becomes available — making it the primary way to identify the most actionable leads

Wildcard Keyword Tips:

• Use * to match any characters: "*dental*" matches "dental clinic", "pediatric dentistry", etc.
• Combine wildcards for compound terms: "*auto*repair*" matches "auto body repair", "automotive repair shop", etc.
• Use multiple keyword variations for broader coverage: ["*dental*", "*dentist*", "*orthodont*"]
• Keywords without wildcards still perform substring matching by default
• URL Space-to-Wildcard: For URL columns (registered URL, crawled URL, profile URL), spaces in search terms are automatically replaced with % wildcards. For example, "dental clinic" becomes %dental%clinic% to match URLs like example.com/dental-clinic

Home Improvement Only:

Other Database Only:

Credit Control Parameters (also available on export):

When maxCredits or maxResults is specified, credit-optimized ordering is applied: new (credit-consuming) leads sorted first, then previously-exported leads, each group sorted by lastUpdated descending (or your custom sort).

Important: At least one positive filter is required (positiveKeywords or any column-specific include terms).

Response includes: leads array, totalCount, page, limit, databaseType, creditsUsed, creditsRemaining (credit-plan users only), maxResults, maxCredits (echoed when specified)

Error 402 Payment Required: Returned when credit-plan users have insufficient credits. Use maxCredits or maxResults to limit credit usage, or purchase more credits.

Lead fields: id, companyName, state, city, zip, phone, email, categories, lastUpdated (phone/email masked for free users). The lastUpdated field indicates when contact information was last detected or updated — this is the best indicator of lead freshness and actionability.

AI Category Estimation (Other Database): Leads in the Other database may include an aiCategoryEstimation field containing an array of 1-3 AI-estimated category names, or null if not yet classified. This progressive enrichment classifies businesses into 957+ categories.

2. Website Schema Types — GET /leads/other/schema-types

Returns a sorted list of all distinct website schema types found in the Other leads database. Use these values with the websiteSchemaFilter parameter on GET /leads.

3. Export Leads — POST /leads/export

Export filtered leads as CSV, JSON, or XLSX files.

Request body:

{
  "database": "home_improvement" | "other",
  "filters": { /* same filter params as GET /leads */ },
  "selectedIds": [1, 2, 3],  // alternative to filters
  "formatId": 123,  // optional export format template ID
  "maxLeads": 500,  // optional: cap leads per export, overflow stored in reservoir
  "maxResults": 1000,  // optional: total leads (new + previously-exported)
  "maxCredits": 100  // optional: credit spending cap (0 = only previously-exported leads)
}

Credit system (Starter/Growth/Scale plans):

• Each net-new lead exported deducts 1 credit
• Previously-exported leads are included for free
• Use maxCredits to control spending, maxLeads to limit volume
• Set maxCredits: 0 to only receive previously-exported leads at no cost

Response: files array (with base64-encoded data), leadCount, exportId, databaseType, creditsUsed, creditsRemaining, overflowCount

Error 402 Payment Required: Returned when credit-plan users have insufficient credits.

Rate limited: 1 export per 5 minutes, max 10,000 leads per export.

4. Filter Presets — /filter-presets

• GET /filter-presets — List all saved presets
• POST /filter-presets — Create a preset (requires name and filters object)
• DELETE /filter-presets/{id} — Delete a preset

5. Keyword Lists — /keyword-lists

Keyword lists now support typed lists (positive or negative) with paired list management and source categories.

• GET /keyword-lists — List all keyword lists
• POST /keyword-lists — Create (requires name, optional keywords array, sourceCategories array max 3)
• PUT /keyword-lists/{id} — Update
• DELETE /keyword-lists/{id} — Delete

Keyword list properties: name, keywords (wildcard patterns e.g., *dentist*), type (positive/negative), pairedListId (linked positive/negative pair), sourceCategories (max 3), autoRefineEnabled, refinementStatus (running/completed/paused)

6. Email Schedules — /email-schedules

Email schedules now support distribution modes and lead reservoirs.

• GET /email-schedules — List schedules
• POST /email-schedules — Create (requires name, filterPresetId, intervalValue, intervalUnit, recipients min 1)
• PATCH /email-schedules/{id} — Update (supports isActive toggle)
• DELETE /email-schedules/{id} — Delete
• POST /email-schedules/{id}/trigger — Manually trigger an active schedule to send immediately (rate limited: 1 per 5 minutes)

Distribution modes:

• full_copy (default): All leads sent to every recipient
• split_evenly: Leads divided evenly among recipients. Optional fullCopyRecipients array for people who should receive the full list (e.g., managers)

Lead reservoir: Set maxLeadsPerEmail to cap leads per delivery. Overflow is stored and included in the next scheduled email.

Schedule pause reasons: The pauseReason field indicates why a schedule is paused: null (not paused), "user" (manually paused), or "insufficient_credits" (auto-paused due to low credits).

Combined File Feature: When file splitting is enabled, you can configure a combined file that includes an assignee column and file name column, sent to dedicated combined recipients. Use combinedAssigneeColumnName and combinedFileNameColumnName on export formats.

7. Export Formats — /export-formats

• GET /export-formats — List custom export formats
• POST /export-formats — Create (requires name, supports fileType, fieldMappings, split settings, databaseType, combinedAssigneeColumnName, combinedFileNameColumnName)
• GET /export-formats/{id} — Get specific format
• PATCH /export-formats/{id} — Update
• DELETE /export-formats/{id} — Delete
• POST /export-formats/{id}/set-default — Set as default

8. Export History — /export-history

• GET /export-history — List past exports (optional limit param, default 50)
• GET /export-history/{id}/download — Re-download (expires after 7 days)

9. AI Features

POST /ai/suggest-categories — Get AI category suggestions based on company profile.

Required: companyName, companyDescription, productService Optional: companyWebsite, smbType, excludeCategories

POST /ai/generate-keywords — Trigger async keyword generation based on your company profile and target categories (up to 3 per list). Keywords are generated as wildcard patterns and saved to keyword lists with auto-refine enabled by default. Use /ai/keyword-status to check progress.

GET /ai/keyword-status — Check the status of keyword generation jobs. Use this to poll for completion after triggering keyword generation.

AI Auto-Refine — Single-pass 4-phase optimization that automatically refines keyword lists using AI:

• Phase 1: Validates positive keywords (50% threshold, up to 2 variation attempts)
• Phase 1B: Discovers up to 15 new positive keywords in a single AI call
• Phase 2: Validates negative keywords (40% threshold)
• Phase 2B: Discovers up to 5 new negative keywords from ~80 sample leads
• Final quality score (1-10, median of 3) determines if a retry pass is needed
• Auto-refine turns off when complete
• Uses sourceCategories (max 3 per list) for accurate AI scoring

Endpoints:

• POST /ai/auto-refine/enable — Enable auto-refine for a keyword list (requires listId)
• POST /ai/auto-refine/disable — Disable auto-refine for a keyword list (requires listId)
• GET /ai/auto-refine/status — Check auto-refine status (optional listId query param to filter by specific list)

10. Export Blacklist — /export-blacklist

• GET /export-blacklist — List blacklisted entries
• POST /export-blacklist — Add entry (single or batch via entries array)
• DELETE /export-blacklist/{id} — Remove entry

11. Account

• GET /me — Get user profile (subscription plan, settings, onboarding status, credit balance)
• PATCH /me — Update profile (firstName, lastName, companyName, companyWebsite)
• GET /settings/database — Check current database type and switch availability. Returns: currentDatabase, canSwitch (boolean), daysRemaining (days until switch allowed), lastSwitchedAt (ISO timestamp or null)
• POST /settings/switch-database — Switch between databases (has cooldown). Requires smbType field with value home_improvement or other. Incompatible email schedules are auto-paused; the response includes a pausedSchedules count.

12. Programmatic Purchase — Buy a subscription via API

⚠ Purchase Confirmation Required: Always confirm with the user before calling POST /purchase, POST /purchase-credits, or POST /subscription/change-plan. These endpoints create real Stripe charges. Never execute a purchase action without explicit user confirmation.

⚠ Unauthenticated Endpoints: POST /purchase and POST /claim-key do not require an API key. This means they can be called without any credentials. Because they initiate real Stripe checkout sessions and retrieve API keys, never call these endpoints autonomously — always present the action to the user and wait for explicit approval before executing.

No web signup required. New users can purchase and get an API key entirely via API:

1. POST /purchase (unauthenticated) — Create a Stripe Checkout session. Provide email and plan (starter, growth, scale, platinum, or enterprise). Returns a checkoutUrl and claimToken.
2. Direct the user to complete payment at the checkout URL.
3. POST /claim-key (unauthenticated) — After payment, provide email and claimToken to retrieve the API key. If payment is still pending, returns status pending — poll every 5-10 seconds.

13. Credits & Subscription Management

⚠ All purchase/plan-change endpoints create real charges — always confirm with the user first.

• POST /purchase-credits — Purchase additional permanent credits. Provide either creditCount (min 100, max 5x your plan's monthly credits) or dollarAmount (min $1). Uses saved payment method (Stripe off-session charge). Pricing: Starter 10¢, Growth 7.5¢, Scale 5¢ per credit. Only available for Starter, Growth, and Scale plans.
• GET /auto-top-up — Get auto top-up configuration (trigger threshold, purchase amount, monthly cap, current usage).
• PATCH /auto-top-up — Configure automatic credit purchases. When enabled, credits are purchased automatically when permanent credit balance falls below the trigger threshold. Parameters: enabled (required, boolean), triggerType ("credits" or "dollars"), triggerAmount, purchaseType ("credits" or "dollars"), purchaseAmount, capType ("credits", "dollars", or null), capAmount (nullable).
• POST /subscription/change-plan — Upgrade or downgrade between starter, growth, and scale. On upgrade, unused monthly credits convert to permanent credits (capped at current plan's standard allocation). Downgrades take effect at renewal.
• POST /subscription/cancel — Cancel subscription at end of current billing period. Access continues until period ends.

Natural Language Translation Guide

When users make natural language requests, translate them into API calls. Use multiple wildcard keyword variations to cast a wider net — keywords are matched via OR logic so more variations means better coverage:

Building API Requests

Use the included smb_api.py script for all API calls. It handles authentication, URL encoding, response parsing, and safe file export in a single reusable file. Do not use shell commands like curl — constructing shell commands from user-provided input risks shell injection vulnerabilities.

Usage

python smb_api.py <API_KEY> <METHOD> <ENDPOINT> [--params '{"key":"value"}'] [--body '{"key":"value"}'] [--output-dir /path/to/dir]

Examples

# Search for med spas in Florida using wildcard keywords (OR logic)
python smb_api.py smbk_xxx GET /leads --params '{"positiveKeywords":"[\"*med*spa*\",\"*medical*spa*\",\"*aesthet*\",\"*botox*\",\"*medspa*\"]","stateInclude":"FL","limit":"25"}'

# Find auto shops in multiple states, exclude franchises
python smb_api.py smbk_xxx GET /leads --params '{"positiveKeywords":"[\"*auto*repair*\",\"*body*shop*\",\"*mechanic*\",\"*tire*\",\"*oil*change*\"]","negativeKeywords":"[\"*franchise*\",\"*jiffy*\"]","stateInclude":"GA,FL,NC,SC,TN","limit":"50"}'

# Search for recently updated dental leads in Texas
python smb_api.py smbk_xxx GET /leads --params '{"positiveKeywords":"[\"*dental*\",\"*dentist*\",\"*orthodont*\",\"*oral*surg*\"]","stateInclude":"TX","lastUpdatedFrom":"rel:7d"}'

# Full-text search across all fields
python smb_api.py smbk_xxx GET /leads --params '{"search":"organic coffee","limit":"25"}'

# Filter by website schema type (other database only)
python smb_api.py smbk_xxx GET /leads --params '{"websiteSchemaFilter":"LocalBusiness","stateInclude":"CA","limit":"25"}'

# Get available website schema types
python smb_api.py smbk_xxx GET /leads/other/schema-types

# Get account info (includes credit balance)
python smb_api.py smbk_xxx GET /me

# Export with credit controls
python smb_api.py smbk_xxx POST /leads/export --body '{"database":"other","filters":{"positiveKeywords":["*pet*groom*","*veterinar*","*dog*train*"],"stateInclude":"CA,OR,WA"},"maxCredits":100}'

# Export only previously-exported leads (free, no credits used)
python smb_api.py smbk_xxx POST /leads/export --body '{"database":"other","filters":{"positiveKeywords":["*dental*"],"stateInclude":"TX"},"maxCredits":0}'

# Purchase additional credits
python smb_api.py smbk_xxx POST /purchase-credits --body '{"creditCount":500}'

# Purchase credits by dollar amount
python smb_api.py smbk_xxx POST /purchase-credits --body '{"dollarAmount":50}'

# Change subscription plan
python smb_api.py smbk_xxx POST /subscription/change-plan --body '{"targetPlan":"growth"}'

# Cancel subscription
python smb_api.py smbk_xxx POST /subscription/cancel

# Search leads with credit controls (cap at 10 credits)
python smb_api.py smbk_xxx GET /leads --params '{"positiveKeywords":"[\"*dental*\"]","stateInclude":"TX","maxCredits":"10","maxResults":"50"}'

# Search only previously-exported leads (free, no credits used)
python smb_api.py smbk_xxx GET /leads --params '{"positiveKeywords":"[\"*dental*\"]","stateInclude":"TX","maxCredits":"0"}'

# Get auto top-up configuration
python smb_api.py smbk_xxx GET /auto-top-up

# Configure auto top-up (buy 500 credits when balance drops below 100)
python smb_api.py smbk_xxx PATCH /auto-top-up --body '{"enabled":true,"triggerType":"credits","triggerAmount":100,"purchaseType":"credits","purchaseAmount":500}'

# Disable auto top-up
python smb_api.py smbk_xxx PATCH /auto-top-up --body '{"enabled":false}'

# Start a programmatic purchase (no auth needed, but script still requires a placeholder key)
python smb_api.py none POST /purchase --body '{"email":"user@example.com","plan":"starter"}'

# Claim API key after payment
python smb_api.py none POST /claim-key --body '{"email":"user@example.com","claimToken":"tok_abc123"}'

# AI category suggestions
python smb_api.py smbk_xxx POST /ai/suggest-categories --body '{"companyName":"FitPro Supply","companyDescription":"Commercial fitness equipment distributor","productService":"Gym equipment, treadmills, weight systems"}'

# Create a filter preset
python smb_api.py smbk_xxx POST /filter-presets --body '{"name":"NY Bakeries","filters":{"positiveKeywords":["*bakery*","*bake*shop*","*cater*","*pastry*"],"stateInclude":"NY"}}'

# Create email schedule with split distribution
python smb_api.py smbk_xxx POST /email-schedules --body '{"name":"Daily TX Leads","filterPresetId":5,"intervalValue":1,"intervalUnit":"days","recipients":[{"email":"rep1@co.com"},{"email":"rep2@co.com"}],"distributionMode":"split_evenly","fullCopyRecipients":["manager@co.com"],"maxLeadsPerEmail":50}'

# Enable AI auto-refine on a keyword list
python smb_api.py smbk_xxx POST /ai/auto-refine/enable --body '{"listId":42}'

# Check auto-refine status for a specific list
python smb_api.py smbk_xxx GET /ai/auto-refine/status --params '{"listId":"42"}'

# Check keyword generation job status
python smb_api.py smbk_xxx GET /ai/keyword-status

# Manually trigger an email schedule
python smb_api.py smbk_xxx POST /email-schedules/15/trigger

# Delete a filter preset
python smb_api.py smbk_xxx DELETE /filter-presets/42

The script outputs JSON to stdout and rate limit headers to stderr. For export requests, files are automatically saved with sanitized filenames.

Remember:

• Use multiple wildcard keyword variations to cast a wider net (e.g., ["*dental*", "*dentist*", "*orthodont*"] not just ["dental"]) — keywords are matched via OR logic
• Use * for flexible pattern matching: "*auto*repair*" matches "auto body repair", "automotive repair shop", etc.
• JSON array parameters should be serialized as strings inside the --params JSON
• At least one positive filter is required for lead searches
• Check which database the user needs before applying database-specific filters
• Home Improvement database provides phone numbers; Other database provides phone numbers and email addresses
• Phone and email are masked for free-tier users
• Present results in a clean, readable table format
• For credit-plan users, mention credits used/remaining after both queries and exports (both consume credits for new leads)
• The POST /purchase and POST /claim-key endpoints do not require authentication (no API key needed)

Security

This skill addresses two specific agent execution risks: shell injection from constructing CLI commands with user input, and arbitrary file writes from unsanitized API-provided filenames.

Shell injection prevention: The smb_api.py script uses Python's requests library for all HTTP calls. User-provided search terms, locations, and other inputs are passed as structured function arguments — never interpolated into shell command strings. This eliminates the shell injection vector that exists when agents construct curl commands from user input.

Path traversal prevention in exports: The /leads/export endpoint returns base64-encoded files with an API-provided fileName field. A malicious or corrupted filename (e.g., ../../etc/passwd) could write files to arbitrary locations. The script enforces three safeguards:

1. Basename extraction: os.path.basename() strips all directory components — ../../etc/passwd becomes passwd
2. Extension validation: Only .csv, .json, and .xlsx extensions are allowed; anything else defaults to .csv
3. Scoped output directory: Files are written only to the designated output directory (/mnt/user-data/outputs/ by default), never to user-specified or API-specified paths

API key handling: The key is passed as a CLI argument and sent only in the Authorization header. It is never logged, written to files, or included in error output.

Error Handling

All errors return: { "error": "error_code", "message": "Human-readable message" }