Search Customers
search_customersSearch for customers by name, location, tags, or notes. Filter by customer type or lifecycle phase to get matching customer 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 |