> **Building with AI coding agents?** If you're using an AI coding agent, install the official Scalekit plugin. It gives your agent full awareness of the Scalekit API — reducing hallucinations and enabling faster, more accurate code generation.
>
> - **Claude Code**: `/plugin marketplace add scalekit-inc/claude-code-authstack` then `/plugin install <auth-type>@scalekit-auth-stack`
> - **GitHub Copilot CLI**: `copilot plugin marketplace add scalekit-inc/github-copilot-authstack` then `copilot plugin install <auth-type>@scalekit-auth-stack`
> - **Codex**: run the bash installer, restart, then open Plugin Directory and enable `<auth-type>`
> - **Skills CLI** (Windsurf, Cline, 40+ agents): `npx skills add scalekit-inc/skills --list` then `--skill <skill-name>`
>
> `<auth-type>` / `<skill-name>`: `agentkit`, `full-stack-auth`, `mcp-auth`, `modular-sso`, `modular-scim` — [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/)

---

# Evertrace AI

**Authentication:** Bearer Token
**Categories:** Crm, Sales
## What you can do

Connect this agent connector to let your agent:

- **List companies, list** — Search companies by name or look up by specific IDs
- **Delete lists, searches** — Permanently delete a list and all its entries
- **Update lists, searches** — Rename a list
- **Get lists, signals, searches** — Get a list by ID with its entries, accesses, and creator information
- **Create lists, searches** — Create a new list
- **Viewed signal mark** — Mark a signal as viewed by the current user

## Authentication

This connector uses **Bearer Token** authentication. Scalekit securely stores the token and injects it into API requests on behalf of your users. Your agent code never handles tokens directly — you only pass a `connectionName` and a user `identifier`.

Before calling this connector from your code, create the Evertrace AI connection in **AgentKit** > **Connections** and copy the exact **Connection name** from that connection into your code. The value in code must match the dashboard exactly.

## Tool list

Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you're not sure which name to use, list the tools available for the current user first.

## Tool list

### `evertrace_cities_list`

Search available cities by name. Returns city name strings sorted by signal count. Use these values in signal filters for the city field.

Parameters:

- `limit` (`string`, optional): Number of results per page.
- `page` (`string`, optional): Page number for pagination.
- `search` (`string`, optional): Case-insensitive partial match on city name (e.g. "san fran"). Omit to list all cities sorted by signal count.

### `evertrace_companies_list`

Search companies by name or look up by specific IDs. Returns company entity IDs (exe_* format) needed for signal filtering by past_companies.

Parameters:

- `ids` (`array`, optional): Look up specific companies by entity ID (exe_* format).
- `limit` (`string`, optional): Number of results per page.
- `page` (`string`, optional): Page number for pagination.
- `search` (`string`, optional): Case-insensitive partial match on company name (e.g. "google").

### `evertrace_educations_list`

Search education institutions by name or look up by specific IDs. Returns institution entity IDs (ede_* format) needed for signal filtering by past_education.

Parameters:

- `ids` (`array`, optional): Look up specific institutions by entity ID (ede_* format).
- `limit` (`string`, optional): Number of results per page.
- `page` (`string`, optional): Page number for pagination.
- `search` (`string`, optional): Case-insensitive partial match on institution name (e.g. "stanford").

### `evertrace_list_entries_create`

Add a signal to a list.

Parameters:

- `list_id` (`string`, required): The list ID to add the signal to.
- `signal_id` (`string`, required): The signal ID to add.

### `evertrace_list_entries_delete`

Remove an entry from a list.

Parameters:

- `entry_id` (`string`, required): The entry ID to remove.
- `list_id` (`string`, required): The list ID.

### `evertrace_list_entries_get`

Get a single list entry with its full signal profile.

Parameters:

- `entry_id` (`string`, required): The entry ID.
- `list_id` (`string`, required): The list ID.

### `evertrace_list_entries_list`

List entries in a list with pagination, sorting, and filtering by screening/viewed status.

Parameters:

- `list_id` (`string`, required): The list ID.
- `limit` (`string`, optional): Number of results per page.
- `page` (`string`, optional): Page number for pagination.
- `screened_by` (`array`, optional): Filter by screening status. Prefix with "-" to exclude (e.g. ["-me", "-others"]).
- `sort_by` (`string`, optional): Sort field: "entry_created_at" (when added to list) or "signal_discovered_at" (when signal was discovered).
- `sort_order` (`string`, optional): Sort direction: "asc" (oldest first) or "desc" (newest first).
- `viewed_by` (`array`, optional): Filter by viewed status. Prefix with "-" to exclude (e.g. ["-me"]).

### `evertrace_lists_create`

Create a new list. Provide user IDs in accesses to share the list with teammates. The creator is automatically granted access.

Parameters:

- `name` (`string`, required): Name of the new list.
- `accesses` (`array`, optional): Array of user IDs to share this list with. Pass an empty array for private list.

### `evertrace_lists_delete`

Permanently delete a list and all its entries.

Parameters:

- `id` (`string`, required): The list ID to delete.

### `evertrace_lists_get`

Get a list by ID with its entries, accesses, and creator information.

Parameters:

- `id` (`string`, required): The list ID.

### `evertrace_lists_list`

List all lists the current user has access to in evertrace.ai.

### `evertrace_lists_update`

Rename a list.

Parameters:

- `id` (`string`, required): The list ID to update.
- `name` (`string`, required): New name for the list.

### `evertrace_searches_create`

Create a new saved search with filters. Each filter requires a key, operator, and value. Provide sharee user IDs to share the search with teammates.

Parameters:

- `filters` (`array`, required): Array of filter objects. Each filter has: key (e.g. "country", "industry", "score"), operator (e.g. "in"), and value (e.g. "India").
- `sharees` (`array`, required): Array of user IDs to share this search with.
- `title` (`string`, required): Title of the saved search (max 50 characters).
- `visited_at` (`number`, required): Epoch timestamp in milliseconds for when the search was last visited.
- `emoji` (`string`, optional): Optional emoji for the saved search.

### `evertrace_searches_delete`

Permanently delete a saved search.

Parameters:

- `id` (`string`, required): The saved search ID to delete.

### `evertrace_searches_duplicate`

Duplicate a saved search, creating a copy with the same filters and settings.

Parameters:

- `id` (`string`, required): The saved search ID to duplicate.

### `evertrace_searches_get`

Get a saved search by ID with its filters and sharees.

Parameters:

- `id` (`string`, required): The saved search ID.

### `evertrace_searches_list`

List all saved searches accessible to the current user in evertrace.ai.

### `evertrace_searches_signals_list`

List signals matching a saved search's filters with pagination.

Parameters:

- `id` (`string`, required): The saved search ID.
- `limit` (`string`, optional): Number of results per page.
- `page` (`string`, optional): Page number for pagination.

### `evertrace_searches_update`

Update a saved search. All fields are optional — only provided fields are changed. If filters are provided, they replace all existing filters. If sharees are provided, they replace the full access list.

Parameters:

- `id` (`string`, required): The saved search ID to update.
- `emoji` (`string`, optional): New emoji for the saved search.
- `filters` (`array`, optional): Replaces all existing filters. Each filter has: key, operator, value.
- `sharees` (`array`, optional): Replaces the full sharee list with these user IDs.
- `title` (`string`, optional): New title for the saved search (max 50 characters).
- `visited_at` (`number`, optional): Epoch timestamp in milliseconds for when the search was last visited.

### `evertrace_signal_mark_viewed`

Mark a signal as viewed by the current user.

Parameters:

- `signal_id` (`string`, required): The ID of the signal to mark as viewed.

### `evertrace_signal_screen`

Screen a signal, marking it as reviewed by the current user. Screened signals are hidden from default views.

Parameters:

- `signal_id` (`string`, required): The ID of the signal to screen.

### `evertrace_signal_unscreen`

Unscreen a signal, making it visible again in default views.

Parameters:

- `signal_id` (`string`, required): The ID of the signal to unscreen.

### `evertrace_signals_entries`

Get all list entries for a signal. Shows which lists this signal has been added to.

Parameters:

- `id` (`string`, required): The signal ID.

### `evertrace_signals_get`

Get a single talent signal by ID with full profile details including experiences, educations, taggings, views, and screenings.

Parameters:

- `id` (`string`, required): The signal ID to retrieve.

### `evertrace_signals_list`

Search and filter talent signals with pagination. Returns full signal profiles including experiences, educations, taggings, views, and screenings.

Parameters:

- `age` (`array`, optional): Filter by age range buckets. Valid values: "Below 25", "25 to 29", "30 to 34", "35 to 39", "40 to 44", "45 to 49", "Above 49".
- `city` (`array`, optional): Filter by city name (e.g. ["San Francisco"]). Use evertrace_cities_list to search available cities. Prefix with "!" to exclude.
- `country` (`array`, optional): Filter by country name (e.g. ["United States"]). Prefix with "!" to exclude.
- `created_after` (`string`, optional): Epoch timestamp in milliseconds. Only returns signals discovered after this point.
- `customer_focus` (`array`, optional): Filter by target market. Valid values: "B2B", "B2C".
- `education_level` (`array`, optional): Filter by highest education level. Valid values: "Bachelor", "Master", "PhD or Above", "MBA", "No university degree".
- `fullname` (`string`, optional): Free-text search on person name (case-insensitive partial match).
- `gender` (`array`, optional): Filter by gender. Valid values: "man", "woman".
- `industry` (`array`, optional): Filter by industry vertical (e.g. ["Technology", "Healthcare"]). Prefix with "!" to exclude.
- `limit` (`string`, optional): Number of results per page.
- `origin` (`array`, optional): Filter by nationality/origin country (e.g. ["India"]). Prefix with "!" to exclude.
- `page` (`string`, optional): Page number for pagination.
- `past_companies` (`array`, optional): Filter by past employer using company entity IDs in exe_* format. Use evertrace_companies_list to look up IDs.
- `past_education` (`array`, optional): Filter by past education institution using IDs in ede_* format. Use evertrace_educations_list to look up IDs.
- `profile_tags` (`array`, optional): Filter by profile background tags. Valid values: "Serial Founder", "VC Backed Founder", "VC Backed Operator", "VC Investor", "YC Alumni", "Big Tech experience", "Big 4 experience", "Banking experience", "Consulting experience".
- `region` (`array`, optional): Filter by geographic region or US state (e.g. ["Europe", "California"]). Prefix with "!" to exclude.
- `score` (`string`, optional): Minimum score threshold (1–10). Acts as a >= filter.
- `screened_by` (`array`, optional): Filter by screening status. Use "me", "others", or user IDs. Prefix with "-" to exclude.
- `source` (`array`, optional): Filter by data source name. Values are dynamic per workspace.
- `time_range` (`array`, optional): Absolute date range as [from, to] in YYYY-MM-DD format (e.g. ["2026-01-01", "2026-03-01"]). Mutually exclusive with time_relative.
- `time_relative` (`string`, optional): Relative time window in days from today (e.g. "30", "60", "90") or epoch ms timestamp. Mutually exclusive with time_range.
- `type` (`array`, optional): Filter by signal type. Valid values: "New Company", "Stealth Position", "Left Position", "Investor Position", "Board Position", "New Position", "Promoted", "New Patent", "New Grant".

### `evertrace_signals_list_by_linkedin_id`

Get all signals representing the same person, matched by LinkedIn ID. Useful for finding duplicate or historical signals for the same individual.

Parameters:

- `id` (`string`, required): The signal ID to match LinkedIn ID from.


---

## More Scalekit documentation

| Resource | What it contains | When to use it |
|----------|-----------------|----------------|
| [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content |
| [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas |
| [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |
