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Search Customers

search_customers

Search customers using name, notes, location, tags, type, or phase. Returns matching customers with summary details.

Instructions

Search customers by name, notes, city, state, or tags. Returns matching customers with summary info.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tagNoConvenience filter for a single tag. Use `tags` for multiple.
tagsNoFilter to items carrying these tags. Combined per `tag_match` (default 'all': the item must carry every listed tag).
limitNoMax results to return
queryYesSearch text (searches organization name, notes, city, state)
tag_matchNoHow to combine `tags`: 'all' (item has every tag, default) or 'any' (item has at least one of them).
customer_typeNoFilter by customer type
customer_phaseNoFilter by lifecycle phase
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full burden. It states it returns matching customers with summary info, but fails to disclose behavioral traits such as pagination, case sensitivity, ordering, or read-only nature. The description is minimal on behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is one sentence, front-loaded with the action, and contains no unnecessary words. It efficiently conveys the core functionality.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity (7 parameters, no output schema), the description is moderately complete. It mentions searchable fields and return of summary info, but omits details about pagination (limit parameter) and what 'summary info' includes. Could be more informative.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, providing detailed descriptions for all 7 parameters. The description adds value by listing the fields searched by the 'query' parameter (name, notes, city, state, tags), which is not redundant with the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb 'search' and the resource 'customers', listing specific searchable fields (name, notes, city, state, tags). It distinguishes from sibling tools like list_customers (which lists all) and search_contacts (different resource).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description does not explicitly state when to use this tool versus alternatives. It implies usage for searching by the listed fields, but no guidance on when not to use or comparison with list_customers or search_contacts.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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