search_documents
Search Yuki archive folders by text to find documents. Refine results by date, folder, tab, and field such as contact or subject, then sort to locate the needed invoice or file.
Instructions
Search for documents in a Yuki archive folder by text. Call get_document_folders first to find the folderID. searchOption filters which field to match: All (default), Contact, Subject, Tag, Creator, or Type. tabID scopes the search to a folder tab — use 0 to search all tabs.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tabId | No | Tab ID within the folder. Use -1 to search all tabs (default). | |
| endDate | No | Filter documents up to this date (YYYY-MM-DD). Defaults to today. | |
| folderId | No | Archive folder ID to search within. Use -1 to search all folders (default). Use get_document_folders to find specific folder IDs. | |
| sortOrder | No | Sort order for results. | DocumentDateDesc |
| startDate | No | Filter documents from this date (YYYY-MM-DD). Defaults to 2000-01-01. | |
| searchText | Yes | Text to search for (e.g. supplier name, invoice number, subject). | |
| startRecord | No | 1-based offset for pagination (default 1). | |
| searchOption | No | Field to search in. 'All' searches across all fields (default). | All |
| numberOfRecords | No | Maximum number of records to return (default 50). |