export_constituent_profile
Retrieve a complete constituent profile including contact info, gift history, relationships, memberships, volunteer time, contact reports, appeal requests, event invitations, group memberships, and notes in a single call.
Instructions
Comprehensive one-shot export of everything LGL has on a constituent, mirroring LGL's own 'Export Profile' button: full record (contact info embedded), full gift history, relationships, class/school affiliations, memberships, volunteer time, contact reports, appeal requests, event invitations, group memberships, and notes — fetched in parallel in a single call. Slower and heavier than get_donor_context; prefer that for a quick 'tell me about ' lookup and use this when you actually need everything. Accepts either constituent_id (preferred) or name (resolved via search; errors with candidates if multiple match). Writes an 'AI Access Log' note directly to the constituent's record — this happens automatically in full and assisted (LGL_ASSISTED_MODE=true) modes, and is silently skipped under strict LGL_READ_ONLY.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Name to resolve via search if ID isn't known. Errors with a candidate list if multiple constituents match. | |
| gift_limit | No | Max gifts to include | |
| note_limit | No | Max notes to include | |
| constituent_id | No | Direct lookup by ID (preferred if known) |