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search_companies

Find company records in Copper CRM by searching with a company name. Returns matching results with pagination options for efficient browsing.

Instructions

Search Copper companies by name. Returns matching company records.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoCompany name to search
page_sizeNoResults per page (default 20, max 200)
page_numberNoPage number (default 1)

Implementation Reference

  • The handler logic for the 'search_companies' tool.
    async ({ name, page_size, page_number }) => {
      const body = {};
      if (name) body.name = name;
      body.page_size = page_size || 20;
      body.page_number = page_number || 1;
    
      const results = await copperFetch("/companies/search", { method: "POST", body });
      const companies = results.map((c) => ({
        id: c.id,
        name: c.name,
        email_domain: c.email_domain,
        phone_numbers: c.phone_numbers,
        websites: c.websites,
        address: c.address,
      }));
      return jsonResult(companies);
    }
  • server.js:192-199 (registration)
    Registration of the 'search_companies' tool with its schema definition.
    server.tool(
      "search_companies",
      "Search Copper companies by name. Returns matching company records.",
      {
        name: z.string().optional().describe("Company name to search"),
        page_size: z.number().optional().describe("Results per page (default 20, max 200)"),
        page_number: z.number().optional().describe("Page number (default 1)"),
      },

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