reggiechan74/crm-mcp-server/gift-intel

Purpose

Gift and gesture intelligence: preferences, past gifts, and context-aware recommendations.

Workflow

1. Run crm_search to resolve the contact.
2. Run crm_read with section="profile" for interests, hobbies, and explicit preferences.
3. Run crm_read with section="intelligence-profile" for personality traits and values that shape gift fit.
4. Run crm_vector_search with queries like "[name] gift" and "[name] birthday" to find prior gift mentions.
5. Run crm_read with section="log" to validate details and reactions from prior gestures.
6. Synthesize options that are varied, non-redundant, and tied to known preferences.

Output Template

# Gift Intelligence: [Name]
 
## Past Gifts & Gestures
| Date | Occasion | Gift/Gesture | Their Reaction |
|------|----------|-------------|:---------------:|
[from log entries]
 
## Known Preferences
-Interests: [from profile]
-Values: [from intelligence-profile]
-Dislikes/Avoid: [if mentioned anywhere]
 
## Suggested Gift Ideas
1.**[Idea]** — [reasoning tied to their profile]
2.**[Idea]** — [reasoning]
3.**[Idea]** — [reasoning]
 
## Budget Context
[Business contact: appropriate gift range for the relationship level]
[Family: no budget guidance needed]

Edge Cases

• No gift history: If no past gifts are found in logs or vector search, state this clearly and rely entirely on profile interests and personality for recommendations.
• Noisy vector search: If crm_vector_search returns too many low-relevance hits, rely on log scanning instead.

Shared Conventions

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