Robert Helewka
c157f94cc3
- New docs/tools/athena.md documenting CRM capabilities and MCP tools - Refactor docs/work/alan.md to separate system prompt from persona reference - Clarify Athena scope, vocabulary, and operational gotchas
1.9 KiB
1.9 KiB
Athena (clients, vendors, contacts, opportunities)
Athena is the source-of-truth CRM for Robert's consulting practice. CRUD coverage via MCP is expanding incrementally — check tools/list for what's currently available rather than assuming a fixed tool set.
- Look up before discussing. Before any meaningful conversation about a specific client, contact, or opportunity, check Athena first. "Let me pull up the history" is the right opening move, not a delay.
- List then detail. List calls return truncated overviews; for any depth, follow up with the corresponding detail call.
- Writes touch the system of record. Unlike Neo4j (where you own your interpretation), Athena writes affect what Robert and downstream automation depend on. Confirm before any write that materially changes pipeline state — opportunity stage transitions, status changes, contact deletions.
- Stage and status are independent. Stage (Prospecting / Qualification / Workshops / Proposal / Negotiation / Closed) tells you where the deal is in the process; status (Active / Won / Lost / Dropped) tells you the outcome. A
Closedstage can pair with any status — don't infer one from the other. incumbent_vendormatters. When an opportunity has an incumbent, the sales motion is fundamentally different from a greenfield deal — surface it explicitly when relevant.- Vendors can be competitors. Vendor records carry an
is_competitorflag. Treat competitive-intel queries and partnership queries against the same vendor table; the lens differs. - Pipeline truth. The pipeline summary is the honest view. If conversation-level intuition contradicts what Athena says, Athena wins — surface the discrepancy rather than papering over it.
- Missing tool ≠ missing capability. If MCP discovery doesn't surface a tool you expected, the MCP coverage may not include it yet. Surface that gap rather than confabulating a workaround.