deals_search
Search deals by title, notes, or custom fields using a text query. Filter by status, person, or organization for precise results.
Instructions
Search for deals using a text query.
Searches deals by title, notes, or custom fields. Much faster than filtering all deals.
Workflow tips:
Search is case-insensitive by default
Minimum 2 characters for search term
Use exact_match=true for precise matching
Combine with person_id or org_id to narrow results
Use status filter to search only open/won/lost deals
Results are cached for 5 minutes
Common use cases:
Search by title: { "term": "acme" }
Exact match: { "term": "ACME Corp Deal", "exact_match": true }
Search for person's deals: { "term": "software", "person_id": 123 }
Search open deals only: { "term": "contract", "status": "open" }
Search in specific field: { "term": "urgent", "fields": "notes" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| term | Yes | Search term (minimum 2 characters) | |
| fields | No | Fields to search in (default: all) | |
| exact_match | No | Whether to perform exact match search | |
| person_id | No | Filter by person ID | |
| org_id | No | Filter by organization ID | |
| status | No | Filter by deal status | |
| include_fields | No | Comma-separated list of fields to include in response | |
| start | No | Pagination start | |
| limit | No | Number of items to return (max 500) |