Search records
search_recordsList/filter any object; built-ins use typed search filters. Returns records, count, object_type, next_cursor, has_more and search_coverage. Follow every page for exhaustive answers. Unsupported filters are ignored and echoed in ignored_filters with coverage status unsupported_query: these rows do not answer the question; fix inputs before claiming matches or none. Unknown types return valid types. Most objects sort newest first; tasks by due ascending, undated last. Opportunity rows include account_last_inbound_at/account_last_touch_at for reply-recency questions. Task projection:'actions' includes sequence steps, deduplicates reminders, and returns exact counts plus paged rows. Write using taskId/enrollmentId, never projection ids. Nothing is sent.
When to use: A plain list — open tasks, deals in a stage, contacts at an account — before run_report; email matches carry a highlighted snippet.
Example: Find the emails to sally@acme.com.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Page size, 1–100 (default 20). Out-of-range values are clamped. | |
| query | No | Free-text names on account, contact, opportunity, lead, task, touch and meeting; for touch/activity also email subject/summary, stored email body content, and participant addresses. Object types without free-text search ignore it (noted in the result). | |
| cursor | No | Opaque keyset cursor: pass the previous page's next_cursor to fetch the next page; omit for the first page (a stale or invalid cursor restarts from page one). | |
| filters | No | Field key → exact scalar (string/number/boolean); relationships use target ids. Built-in typed search keys apply. Example for opportunity: {stage:'proposal',open_only:true} or {type:'renewal',open_only:true}. Non-scalars and unsupported keys are ignored with a note. | |
| projection | No | Read-only unified Actions queue for object_type task, including sequence steps. Filters: scope mine/team/all (assignment, not book); bucket due/upcoming/paused/completed/all; channel email/call/linkedin/other; source task/sequence; sequence or owner UUID; day YYYY-MM-DD; time_zone IANA; timed_only. | |
| object_type | Yes | Object key to list — a built-in (account, contact, opportunity, task, touch, meeting, report…), a custom object's key, or an opportunity type key such as renewal (auto-routed). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | ||
| count | No | ||
| total | No | ||
| counts | No | ||
| result | No | ||
| records | No | ||
| has_more | No | ||
| projection | No | ||
| next_cursor | No | ||
| object_type | No | ||
| ignored_filters | No | ||
| search_coverage | No | ||
| cursor_restarted | No | ||
| custom_field_definitions | No |