reggiechan74/crm-mcp-server/relationship-pulse

Purpose

Weekly/monthly relationship health check with prioritized touchpoint recommendations.

Workflow

1. Run crm_stats for overall health.
2. Run crm_recent to see recent touchpoints.
3. Run crm_search by category in priority order: Clients, Prospects, Advisors, Network, Colleagues, Family, Personal. This ensures high-value contacts surface first if token budget forces early termination.
4. For each contact, run crm_read with section="index" to capture last contact date, relationship strength, and next action.
5. Segment contacts into priority tiers.
6. For A-tier overdue contacts only, run crm_read with section="log" for interaction context.

Token Strategy

Scan at index level first. With ~98 contacts at ~100 tokens each, full scans can exceed 10K tokens. Use crm_search category filters, process in batches, and only drill into logs for the top 5-10 flagged contacts.

Output Template

# Relationship Pulse — [Date]
**[Total] contacts | [Stale count] need attention | [Recent count] touched this week**
 
## Urgent (High-Value + Overdue)
| Contact | Days Since Contact | Relationship | Suggested Touchpoint |
|---------|:-----------------:|:------------:|---------------------|
| [Name] | [N] days | [8/10] | [e.g., "Coffee — discuss Q2 pipeline"] |
 
## This Week's Touch List
1.**[Name]** — [reason: birthday, follow-up, deal check-in, etc.]
2.**[Name]** — [reason]
3.**[Name]** — [reason]
4.**[Name]** — [reason]
5.**[Name]** — [reason]
 
## Relationship Trends
-Warming: [contacts with increasing interaction frequency]
-Cooling: [contacts with decreasing interaction frequency]
-New: [contacts added in last 30 days]
 
## Key Dates (Next 14 Days)
| Date | Contact | Event | Action |
|------|---------|-------|--------|
 
(For a full date calendar, use the `birthday-and-dates` skill.)
 
## Recommended Next Actions
1.[Highest-priority touchpoint with reasoning]

Shared Conventions

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