search_deals
Search and filter deals by title, person, organization, and status to quickly find specific deals.
Instructions
Search for deals with advanced filtering options.
Performs a deal-specific search with additional filtering by person, organization, and status.
Workflow tips:
Search term must be at least 2 characters
Filter by person_id, org_id to narrow results
Filter by status: open, won, lost, all_not_deleted
Specify fields to search: title, notes, custom fields
Use include_fields to limit response data
Results ordered by relevance
Common use cases:
Search deals by title: { "term": "contract" }
Search open deals: { "term": "acme", "status": "open" }
Search deals for person: { "term": "proposal", "person_id": 123 }
Search specific fields: { "term": "urgent", "fields": "title,notes" }
Limit response data: { "term": "deal", "include_fields": "title,value,stage_id" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| term | Yes | Search term (min 2 chars) | |
| fields | No | Comma-separated field names to search | |
| exact_match | No | Perform exact match search | |
| person_id | No | Filter by associated person ID | |
| org_id | No | Filter by associated organization ID | |
| status | No | Filter by deal status | |
| include_fields | No | Comma-separated fields to include in response | |
| start | No | Pagination start | |
| limit | No | Number of items to return |