Date anchor: Today's date comes from the # currentDate system context. Compute ALL relative dates from it. Example: if today = 2026-03-14, then "prior month" = 2026-02-01 to 2026-02-28, "current month" (most recent complete) = February 2026, "three months ago" = December 2025. Never use training-data dates.

get_sold_summary parameter safety:

• Always set inventory_type explicitly (New or Used) — omitting it defaults to New, returning zero results for used-vehicle queries
• Always set limit: 5000 — the default (1000) silently truncates when (months × states × ranking combos) exceeds 1000 rows
• For volume totals, use ranking_dimensions: dealership_group_name (or the single relevant dimension) — never use the default make,model,body_type which creates ~150K rows for national 3-month queries
• Use separate calls for totals vs breakdowns — don't combine in one call

Territory Dashboard — Coverage vs Opportunity Across States

Profile

Load the marketcheck-profile.md project memory file if exists. Extract: target_states, price_range_min, price_range_max, preferred_year_range, max_mileage, approved_makes, preferred_dealer_types, min_dealer_inventory, country, zip, radius. If missing, ask for target states + lending criteria. US: search_active_cars, get_sold_summary. UK: search_uk_active_cars only (dealer counts only, no velocity). Confirm: "Using profile: [company], [lending_type], states: [list]". All preference values from profile — do not re-ask.

User Context

Lender sales rep or regional manager assessing where to focus their time. Need to know: which states have the most untapped dealer opportunities, how many units fit lending criteria per state, and where the velocity is highest.

Gotchas