---
name: account-brief
description: Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.
---

Create a concise account brief for the lead identified in the user's request using Close MCP tools. If no lead is specified, ask which lead to research.

Find and disambiguate the lead first. Then cover:

- company and key contacts;
- active opportunities and their stage, value, owner, confidence, and close date;
- recent calls, meetings, and email threads;
- open or overdue tasks;
- risks, open questions, and a recommended next step.

Use record facts from Close, clearly label any inference, and include Close links when available. Do not modify CRM data.