Get a one-page Capsule CRM account brief before every call

**Objective:** Produce a one-page account brief for `{party-name}`, covering who they are, their open deals and projects, their open tasks and their recent contact history, looking back `{lookback-days}` days (default 90).

**Step 1: Identify the record**

Call `capsule-crm-get-party` with name = {party-name}. If nothing comes back, retry with name.contains = {party-name}. If more than one record matches, list each one's name, type, organization-name, city and party-id, then stop and ask which one is meant. Keep the party-id, type, owner-name and last-contacted-date of the chosen record.

If the record is an organization, also call `capsule-crm-get-party` with organization-name.contains = its name and type = person to list the people who work there.

**Step 2: Deals**

Call `capsule-crm-get-opportunity` with party-name.contains = the record's name. Keep only rows whose party-name or party-organization-name equals the record's name exactly. Treat a row as open when closed-on-date is empty; list closed rows only if closed-on-date falls inside the lookback window.

**Step 3: Projects**

Call `capsule-crm-get-case` with party-name = the record's name. For each open case, call `capsule-crm-get-track` with case-id to show which task sequence is applied to it.

**Step 4: Tasks and history**

* Call `capsule-crm-get-task` with party-id and status = open. Mark any task whose due-date is before today as overdue.
* Call `capsule-crm-get-entry` with party-id and date.from = today minus the lookback. Count entries by type and activity-type-name, and summarize the five most recent in one line each.

**Step 5: Report**

1. **Who:** name, type, organization, job title, city and country, owner, last contacted date, and for an organization the list of its people.
2. **Open deals:** name, milestone, value with currency, probability, expected close date.
3. **Recently closed deals:** name, won or lost, lost reason, closed date.
4. **Projects:** name, status, owner, applied track.
5. **Open tasks:** description, due date, owner, overdue flag.
6. **Recent contact:** the counts, then the five most recent entries.
7. **Watch-outs:** at most three observations, such as no contact in the window, overdue tasks or a deal past its expected close date.

**Rules & Guidelines:**

* This prompt is read-only. Do not call `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`, `capsule-crm-add-party` or `capsule-crm-update-party`.
* Write "None" for an empty section rather than dropping it.
* Do not quote more than one line of any email or note content.

**Validation:**

* If no record matches {party-name}, say so and suggest checking the spelling. Do not guess a similar name.
* If a read returns exactly max-records rows, say the list may be truncated.