reggiechan74/crm-mcp-server/family-intel

Purpose

Full family member briefing focused on wellbeing, relationship dynamics, and practical support.

Workflow

1. Run crm_search to resolve the contact and confirm Family category.
2. If the contact is not in the Family category, inform the user and suggest intel-briefing instead.
3. Run crm_outline to identify populated sections and major gaps.
4. Read in parallel: index, profile, medical.md, intelligence-relational.md, intelligence-health-check.md, and recent log entries.
5. Run crm_connections to map family relationships and support network context.
6. Synthesize into the structure below, prioritizing near-term support and touchpoints.

Output Template

# Family Update: [Name]
**[Relationship] | Last Contact: [Date]**
 
## How They're Doing
[Overall wellbeing synthesis — health, mood, recent events]
 
## Health Status
[from medical.md — current conditions, medications, recent events]
 
## Relationship Dynamics
[from intelligence-relational.md — current state of your relationship, any tensions, recent changes]
 
## Recent Interactions
[last 3-5 log entries]
 
## Family Connections
[from crm_connections — their relationships with other family members]
 
## Support & Touchpoints
1.[Suggested way to support/connect]
2.[Upcoming need or event]
3.[Something they mentioned wanting or needing]

Shared Conventions

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