lookup_pipelines
Identify the correct pipeline for lead management in Kylas CRM by searching pipeline names, enabling accurate lead filtering by stage before retrieving specific lead data.
Instructions
Look up pipelines by name (for leads). Use when the user asks for leads by stage (e.g. open/closed/won/lost) but does not specify which pipeline.
Call this first; do NOT call get_pipeline_stages until after the user confirms the pipeline.
Present the pipeline(s) (id and name) and ask the user which pipeline they mean. If only one pipeline is found, still ask for confirmation.
Only after the user confirms, call get_pipeline_stages with that pipeline ID to get stages for that pipeline, then search_leads. query: Search string. Use "name:<pipeline_name>" or just the pipeline name; empty string returns all pipelines for the entity. entity_type: Entity type (default LEAD). page: 0-based page (default 0). size: Max 50 (default 50).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | No | ||
| entity_type | No | LEAD | |
| page | No | ||
| size | No |