search_deals
Search deals by title, notes, or custom fields with filters for person, organization, and status. Use exact match, pagination, and field selection to refine results.
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) | |
| limit | No | Number of items to return | |
| start | No | Pagination start | |
| fields | No | Comma-separated field names to search | |
| org_id | No | Filter by associated organization ID | |
| status | No | Filter by deal status | |
| person_id | No | Filter by associated person ID | |
| exact_match | No | Perform exact match search | |
| include_fields | No | Comma-separated fields to include in response |