Read-onlyReporting & insightsMCP tool
get_client_anniversaries
Get clients with upcoming home purchase anniversaries for sphere marketing.
Get clients with upcoming home purchase anniversaries for sphere marketing. A proven touchpoint for staying in contact with past clients and generating referrals. Returns: client name, property address, purchase date, anniversary date, years since purchase. Send an anniversary card or call to maintain the relationship. Also useful for triggering annual home value updates or refinance discussions. Results sorted by anniversary date.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
days_ahead | number | No | Look ahead this many days for upcoming anniversaries. Default: 30 days gives time to prepare cards. · Max: 90 · Min: 1 |
include_past | number | No | Include anniversaries from past N days for recently missed ones. Default: 7 days. · Max: 30 · Min: 0 |
Example prompts#
- "Which past clients have home purchase anniversaries coming up in the next 30 days?"
- "Pull anniversaries for the next two weeks so I can mail cards, plus any missed last week."
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.