The current search_tickets tool filters tickets by member_id, which maps to the ticket owner/assignee field in ConnectWise. This does not reflect the Resources & Meetings schedule entry layer, where multiple technicians can be assigned to a single ticket with individual done/not-done flags per resource.
The Problem: When a technician runs the "Plan My Day" skill, their plan is built from tickets they own, not tickets they are actively working. This creates two failure modes:
False positives — Tickets appear in a tech's plan where they are the owner but have already been marked done in Resources & Meetings (another resource is actively working it).
False negatives — Tickets don't appear in a tech's plan where they are an active, not-marked-done resource but are not the ticket owner.
Requested Capability: A tool or filter parameter that allows querying tickets (or schedule entries) by:
Member ID = the resource assigned in the Resources & Meetings tab
Marked Done = false (active, not yet completed)
Ideally this would be exposed as either:
A new list_schedule_entries tool that returns tickets with active resource assignments for a given member, or
An additional filter on search_tickets such as active_resource_member_id that queries the schedule entry layer rather than the ticket owner field.
Impact: This would significantly improve the accuracy of the Plan My Day skill and any future workflow automation that depends on knowing who is actively working a ticket vs. who merely owns it.