get_dashboard_stats
Get comprehensive statistics for all CRM entities in one call.
Get comprehensive statistics for all CRM entities in one call. Perfect for dashboard displays and health checks. Returns for each entity type: total count, active count, recent additions. Entities covered: contacts (total, new this month), escrows (by status: active/pending/closed/cancelled), clients (total, active, by type), leads (by status: new/contacted/qualified), listings (by status: active/pending/sold), appointments (today count, this week count). Use entity parameter to filter to specific type, or "all" for complete overview. This is a read-only aggregation — no individual records returned.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
entity | enum | No | Which entity to get stats for. "all" returns stats for every entity type. Default: all. · One of: all, contacts, escrows, clients, leads, listings, appointments |
Example prompts#
- "Give me a quick overview of my whole pipeline, leads, listings, escrows, everything."
- "How many active escrows and new leads do I have right now?"
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.