Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Slack Contact Query

Goal

Return a concise contact profile card in Slack when a user asks about a person or company. Slack context means the user needs a quick snapshot — not a full CRM record.

Intent Patterns

Single Contact Found

Search contacts by contact_name or company_name (case-insensitive partial match)
If exactly one contact matches, show their profile card

Contact card format:

Section: *Full Name*
Fields: Title | Company | Email
Related deals (if any, up to 3): "Related Deals:" followed by • *Deal Title* — Stage per deal
- Match deals where deal title contains the contact's company name
Divider
Context: link to full contact profile in app (/contacts/{id})

Multiple Contacts Found

List up to 5 matches
Format: • *Full Name* — Title at Company
Context: "Be more specific — e.g. 'Tell me about Sarah Chen at Acme'"

No Contact Found

Return plain text: I couldn't find any contacts matching "{name}". Check the spelling or try a different name.

Data Sources

Contact search: execute_action("search_contacts", { query: contact_name || company_name, owner: slack_user_id })
Related deals: execute_action("list_deals", { status: "active" }) — filter by company name overlap client-side

Response Constraints

Show email only if available — do not show "Not available" placeholder if empty (omit the field)
Company name takes priority for disambiguation when both contact name and company are mentioned
Keep related deals limited to 3 — link to full profile for more
Name formatting: ${first_name} ${last_name}.trim() — never show "Unknown" if first or last is available
Always include the deep-link to the contact's full profile as the last element

Error Cases

No contacts matching: Plain text with the searched name and suggestion to check spelling
Contact with no email: Omit the email field rather than showing "Not available"
No related deals: Skip the "Related Deals" section entirely — don't show an empty section