reggiechan74/crm-mcp-server/find-path

Purpose

Find introduction chains through your network to reach a target person or organization.

Workflow

1. Run crm_search or crm_vector_search to find the target (the target may not be in CRM).
2. If the target is in CRM, run crm_connections for direct connections.
3. Build the broader graph by using crm_connections across relevant contacts. Limit graph exploration to 2 hops maximum. Start with contacts in the same industry or organization as the target. Do not traverse more than 20 contacts total.
4. Run crm_vector_search for the target organization to find people who work there or have dealt with them.
5. Find shortest paths: You -> Intermediary -> Target.
6. Rank paths by intermediary relationship strength.

Output Template

# Path to [Target Name/Org]
 
## Direct Connections
[If any — contacts who know the target directly]
 
## Introduction Paths (ranked by strength)
 
### Path 1 (Strongest)
You -> **[Name A]** (relationship: [8/10]) -> **[Target]**
-[Name A] knows [Target] through [context]
-Suggested ask: "[specific phrasing for the introduction request]"
 
### Path 2
You -> **[Name B]** -> **[Name C]** -> **[Target]**
-Two-hop path. [Name B] can connect you to [Name C], who works with [Target]
 
## No Path Found
[If no connections exist — suggest cold outreach strategies or events where target might appear]

If no introduction path exists, suggest: (a) cold outreach via LinkedIn with a personalized message referencing shared industry context, (b) industry events where the target is likely to appear, (c) creating a dossier for the target to track future connection opportunities.

Shared Conventions

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