reggiechan74/crm-mcp-server/event-prep

Purpose

Bulk briefing cards for contacts likely to attend an event.

Workflow

1. Get event name and optional attendee list/context from the user.
2. If attendee list is provided, run crm_search for each name.
3. If no list is provided, run crm_vector_search for event/org terms and crm_search by likely categories.
4. For each match, run crm_read with section="index" for snapshot data.
5. For top contacts (strongest relationships), run crm_read with section="log" for latest context.

Output Template

# Event Prep: [Event Name] — [Date]
 
## Your Contacts ([count] identified)
 
### Must-See (Strong Relationships)
**[Name]** — [Title] at [Org]
-Last spoke: [date] about [topic]
-Talking point: [one specific thing to bring up]
-Ask: [what you want from this interaction]
 
### Should-Say-Hello (Active Relationships)
| Contact | Org | Last Contact | One-Liner |
|---------|-----|:------------:|-----------|
| [Name] | [Org] | [Date] | [Quick context] |
 
### People to Meet (Not in CRM, suggested)
[If context allows — e.g., "NAIOP events typically draw developers and capital markets people. You have gaps in [category]."]
 
## Recommended Next Actions
1.[e.g., "Follow up with [Name] within 48 hours of event"]

Token Strategy

Cap to 15 contacts maximum. If more matches are found, prioritize by relationship strength and show top 15. For attendees not in CRM, list them under 'People to Meet' with whatever context the user provided — do not offer to create dossiers individually. Instead, offer a single bulk creation at the end: 'Want me to create dossiers for the [N] new contacts?'

Shared Conventions

See skills/_shared/conventions.md for output format, contact resolution, token awareness, and error handling rules.