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Read-onlyReporting & insightsMCP tool

suggest_next_action

Get data-driven suggestions for next steps.

Get data-driven suggestions for next steps. Two modes: (1) HOLISTIC — call with NO args to get the top highest-impact next moves across hot leads, closing escrows, and stale clients (use this for prompts like "what's my next move?" or "what should I do next?"). (2) PER-ENTITY — pass entity_type ('lead' | 'client' | 'escrow') AND entity_id to get suggestions scoped to one specific record. Returns suggestions with priority levels and reasons. These are suggestions for internal planning — the licensed agent must exercise independent professional judgment on all actions.

Parameters#

ParameterTypeRequiredDescription
entity_typeenumNoOPTIONAL. Type of entity to analyze. Omit for holistic mode. · One of: lead, client, escrow
entity_idstringNoOPTIONAL. UUID of the entity to analyze. Omit for holistic mode. If provided, entity_type is also required. · Format: UUID

Example prompts#

  • "What's my highest-impact next move right now across leads and escrows?"
  • "What should I do next on the escrow for 412 Birchwood Ln?"

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.