get_donor_context
Retrieve a donor's full profile, recent giving history, group memberships, and notes in one lookup, eliminating multiple round trips.
Instructions
One-shot lookup that returns a constituent's profile plus their recent giving history, group memberships, and recent notes. Saves 4-5 round trips compared to calling get_constituent + list_gifts + list_group_memberships + list_notes separately for the common 'tell me about ' workflow. Accepts either constituent_id (preferred) or name (resolved via search; errors with candidates if multiple constituents match). Writes an 'AI Access Log' note directly to that constituent's record noting when and by which tool it was accessed — 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 recent gifts to include | |
| note_limit | No | Max recent notes to include | |
| constituent_id | No | Direct lookup by ID (preferred if known) |