Create an account or sign in at app.vencavo.com to use this guide.
Start with a plan
Review plans and credit costs before creating an account. When account links are enabled on this website, choose a plan to continue to the app, create an account or sign in, verify your email, and create or select a workspace. The app keeps your selected plan for the workspace billing page. Only an owner or admin can start checkout. Returning from checkout does not grant credits until the payment is verified.
When account links are disabled, pricing links explain the plans and provide a contact path. For a separately scoped dataset, permitted use, or custom delivery, use custom data access.
Select the workspace
- Sign in with a verified account.
- Select the workspace for your research.
- Check the workspace name before searching or saving shared notes.
Workspace membership controls access. An API key belongs to its workspace. An OAuth connection belongs to the workspace selected during consent. A workspace header cannot switch either credential to another workspace.
Search and inspect
Set a small page size and specific criteria. The app’s search box is literal text, not a natural-language interpreter. An AI client can translate a request into supported structured filters, but must preserve your criteria and clarify unsupported requirements.
Read the filter reference before searching. A nonempty page spends one workspace credit. Opening a company or person profile is free. Company profiles preview at most 50 people. Further people require a paginated people search.
Keep the source mode and release visible. Employee bands are ranges. A zero employeeCount means unknown, not an empty company. The current connected release supplies no employment history or reporting edges.
Save the research
Save the selected source reference and add a workspace note. A source reference contains provider, kind, id, and release. Use the record’s source.mode as provider and its source.release as release.
Notes, named company or people lists, and saved searches belong to the workspace. Organize the prospect shortlist around your team’s research task. Saving a reference is free and does not change external source facts. Notes are shared with workspace members, so keep credentials and protected contact values out of them.
A saved-record UUID identifies the workspace record. It is different from the external source ID. When an edit conflicts with another change, reload the current version before updating. Saving criteria does not run a paid search.
Saved profile previews preserve the original provider and release. When a current profile no longer matches that reference, its facts and contact controls stay unavailable. Workspace notes remain independent and editable.
Qualify and hand off a list
Select available members on the current list page and choose Add to list to copy them into a qualified or handoff list. Selection is limited to that page, up to 50 members. A page change or profile-context refresh clears the selection. Unavailable profiles cannot be selected. Copying preserves the original membership and shared notes, ignores duplicates, and uses no credits. Removing a member from one list preserves its saved record and notes.
On a company list, Find people prepares a people search restricted to that exact company. It clears unrelated draft filters and does not run a search. Review the criteria and explicitly submit when ready to spend a page credit. In a people list, an available company link opens its current profile; missing company identities remain plain text.
Continue in your AI client
Open a list and choose Copy AI review task. The task gives your connected client the list UUID, the displayed page’s offset, and an explicit sequence for free list and public-context reads. It reviews up to 50 members, using the list purpose as criteria and separating fact-based fit reasons, missing evidence, and proposed notes. The client reads the page when it runs, so concurrent list edits can change the members reviewed. It must report its coverage and request approval before writes or paid operations.
The copied task contains no prospect names, source IDs, notes, or protected contact values. Keep the Connect an MCP client guide separate from the task: copying text does not authorize or connect a client.
An authorized client with saved:read can also discover criteria saved in the browser through list_saved_searches. Reading criteria is free. Ask the client to show its interpretation and page budget before running a new search. See the MCP guide for scopes and the exact read tools.
Request protected contacts deliberately
- Inspect availability for the selected person. The quote contains no email or phone value.
- Review the channel, evidence version, cost, and whether the workspace already unlocked that evidence.
- Approve the specific evidence and maximum credit cost before unlocking.
Work email costs one credit. Direct or mobile phone costs five credits. Repeating an unlock for the same evidence within the workspace is free. New evidence requires a fresh quote and approval. Company boardlines are excluded. Availability describes historical evidence and does not guarantee present deliverability.
Create and revoke developer access
Owners and admins create API keys in Developer access with explicit permissions and a selected lifetime. Store the secret outside source control and shared notes. Use a replacement key to change permissions, then revoke the old key. Workspace keys survive the creating member’s departure.
For AI clients, use MCP connections to find the deployment’s resource address and revoke consent. Removing an OAuth connection or its issuing session revokes that connection. Confirm denial after revocation before considering a test complete.
Continue with the REST tutorial or MCP setup.