Search reference data
search_entitiesResolve a name to an id for a field on a request form — vendors, customers, departments, locations, cost centers, categories, taxes and products. Call this to turn a user's words ('Acme', 'Marketing') into the id that submit_request expects.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | No | Name or partial name to search for. Empty (or omitted) returns only the team's total count for this entity type — use that for "how many X do I have?". | |
| entity_type | Yes | The type of entity to search for. | |
| workflow_id | No | The workflow (or pipeline) ID this entity is being resolved for. Scopes results to the workflow's accounting organization so they match the form's dropdown. Pass it whenever you are filling a field for a specific workflow/submission. |