Read-onlyDeadlines & transaction trackingMCP tool
get_follow_up_reminders
Get contacts and leads that need follow-up for daily prospecting and client management.
Get contacts and leads that need follow-up for daily prospecting and client management. Returns people who: (1) have scheduled follow-ups due today or past due, (2) haven't been contacted in X days (configurable). Essential for maintaining relationships and not letting leads go cold. Results are sorted by urgency — past due first, then scheduled follow-ups, then stale contacts. Use this every morning to build your call list. For leads, you can filter by status to focus on new/contacted leads vs qualified ones.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
days_since_contact | number | No | Show contacts/leads not contacted in X days. Default: 7 days. Use 14 for less aggressive follow-up. · Max: 365 · Min: 1 |
include_scheduled | boolean | No | Include people with scheduled follow-ups due. Default: true. Set false to only see stale contacts. |
lead_status | enum | No | Filter leads by status. new=fresh leads, contacted=in touch, qualified=ready to transact, all=all active leads. Default: all. · One of: new, contacted, qualified, all |
limit | number | No | Maximum results to return. Default: 20. Use higher for comprehensive review. · Max: 100 · Min: 1 |
Example prompts#
- "Who needs a follow up today? Build my morning call list."
- "Show me leads I have not touched in the last 14 days."
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.