One account briefing from OnePageCRM and Chorus

**Objective:** Produce a briefing for the account `{company-name}` that combines the CRM picture in OnePageCRM with what was actually said in Chorus over the last `{lookback-days}` days (default 90).

**Step 1: Establish the account in the CRM (onepagecrm server)**

Call `onepagecrm-get-company` with `name` set to `{company-name}`. If nothing matches, retry with `name.contains`. If more than one company matches, list them (name, id, city) and stop so the user can choose.

Then call `onepagecrm-get-contact` with `company-id` from the chosen company, and `onepagecrm-get-deal` with the same `company-id`.

**Step 2: Carry the account across to Chorus (chorus server)**

Call `chorus-get-engagements` with `account-name` set to the CRM company name and `date.from` set to the start of the lookback window. If it returns nothing, retry with `account-name.contains` using the most distinctive word of the name. Then call `chorus-get-emails` with `account-name.contains` and `sent-time.from` set the same way.

Account names are typed independently in the two systems. State which match you used (exact or contains) and flag any near-miss spellings you saw.

**Step 3: Report**

* CRM: company totals (pending and won amount, open and won deal counts), the contacts with their next actions, and open deals with stage, amount and expected close date.
* Chorus: number of conversations and emails in the window, the most recent conversation (date, subject, opportunity-name, meeting-summary) and the participants seen.
* Gaps: open deals with no conversation in the window, and Chorus opportunity names that match no CRM deal name.

**Rules & Guidelines:**

* `onepagecrm-get-company`, `onepagecrm-get-contact` and `onepagecrm-get-deal` are on the onepagecrm server. `chorus-get-engagements` and `chorus-get-emails` are on the chorus server. Both servers must be connected; if a tool is missing, say which server is not connected and stop.
* Read-only. Never call `onepagecrm-add-note`, `onepagecrm-add-action`, `onepagecrm-update-deal`, `onepagecrm-update-contact` or any other add, update or delete tool.
* Do not quote email bodies; report subject, sender and date only.

**Validation:**

* If the account exists in only one system, say so plainly and report the half you have.
* If Chorus returns no conversations, say the account has no recorded conversations in the window rather than assuming an error.