Search Customers
search_customersLocate customers by searching name, notes, city, state, or tags, and filter by type or lifecycle phase for matching summaries.
Instructions
Search customers by name, notes, city, state, or tags. Returns matching customers with summary info.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tag | No | Convenience filter for a single tag. Use `tags` for multiple. | |
| tags | No | Filter to items carrying these tags. Combined per `tag_match` (default 'all': the item must carry every listed tag). | |
| limit | No | Max results to return | |
| query | Yes | Search text (searches organization name, notes, city, state) | |
| tag_match | No | How to combine `tags`: 'all' (item has every tag, default) or 'any' (item has at least one of them). | |
| customer_type | No | Filter by customer type | |
| customer_phase | No | Filter by lifecycle phase |