See a donor's full relationship across Bloomerang and Sage Intacct

**Objective:** Show the whole financial relationship with the donor `{donor}` across Bloomerang and Sage Intacct over the last `{lookback-days}` days (default 365): what they have given, what they owe on invoices, and anything the organization has paid them. Change nothing.

**Step 1: Resolve the donor (Bloomerang)**

If the donor is given as an email address, call `bloomerang-get-constituent` with `primary-email`; if it is a number, with `account-number`; otherwise with `full-name.contains`. If more than one constituent matches, list them with account number, type, city and email, and stop. Keep `id`, `full-name`, `first-name`, `last-name`, `type`, `employer`, `primary-email` and `primary-address-city`.

Call `bloomerang-get-transaction` with `account-id` set to the constituent's `id` and `date.from` set to the start of the window, and total the giving.

**Step 2: Find them in Intacct**

Intacct holds no Bloomerang ID, so match on name and confirm on email or city. For an organization, search by its `full-name`. For a person, search by `last-name` and then check the first name, since Intacct often stores people as "Last, First".

* `intacct-get-customer` with `customer-name.contains`
* `intacct-get-vendor` with `vendor-name.contains`
* `intacct-get-contact` with `email` set to the donor's `primary-email`, then with `contact-name.contains` if that finds nothing

A record is a match only when the name agrees and the email or city agrees too. Keep name-only hits as possible matches, and never add them into the totals.

**Step 3: Read the money (Intacct)**

* For a matched customer: `intacct-get-invoice` with `customer-id` and `total-due.min` 0.01 for open invoices, and `intacct-get-ar-payment` with `customer-id` and `receipt-date.from` for payments in the window.
* For a matched vendor: `intacct-get-ap-payment` with `vendor-id` and `payment-date.from` for what the organization paid them.

**Step 4: Report**

* **Donor:** name, Bloomerang account number, type, employer.
* **Given (Bloomerang):** total, number of gifts, largest and most recent gift in the window.
* **Owes (Intacct AR):** open invoices with number, date, due date and amount due.
* **Paid by them (Intacct AR):** payments in the window. Say whether each also appears as a Bloomerang gift (same amount within a few days), because a sponsorship paid on an invoice is often entered as a gift too.
* **Paid to them (Intacct AP):** payments in the window, with the total.
* **Possible matches:** name-only Intacct records for a person to confirm.

If the donor is also a vendor the organization paid, say so plainly as an item for related-party review. Do not conclude that it is a conflict of interest.

**Rules & Guidelines:**

* Tools named bloomerang- are on the Bloomerang MCP server; tools named intacct- are on the Sage Intacct MCP server. Both servers must be connected.
* Read only. Do not call `bloomerang-update-constituent`, `bloomerang-add-note`, `bloomerang-add-interaction`, `intacct-create-customer`, `intacct-update-customer`, `intacct-create-contact` or any other add, create or update tool.
* Pass dates as YYYY-MM-DD. Omit `company` on Intacct calls unless the user names one.

**Validation:**

* If no constituent matches, say so and stop.
* If the donor has no match in Intacct, report the Bloomerang giving and say they have no customer, vendor or contact record there. That is a normal result, not an error.