search_universal
Search across all Pipedrive entities (deals, persons, organizations, products, leads, files) with filters for item type, exact match, and specific fields.
Instructions
Search across all Pipedrive entities (deals, persons, organizations, products, leads, files).
Performs a universal search that can search across multiple item types simultaneously.
Workflow tips:
Search term must be at least 2 characters (1 if exact_match is true)
Specify item_types to limit search to specific entities
Use exact_match=true for precise searches
search_for_related_items=true includes up to 100 related items
Results include result_score for relevance ranking
Can search specific fields using the fields parameter
Common use cases:
Search everything: { "term": "acme" }
Search deals only: { "term": "contract", "item_types": ["deal"] }
Search persons and orgs: { "term": "john", "item_types": ["person", "organization"] }
Exact match search: { "term": "John Smith", "exact_match": true }
Search specific fields: { "term": "email@example.com", "fields": "email,phone" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| term | Yes | Search term (min 2 chars, 1 if exact_match) | |
| limit | No | Number of items to return | |
| start | No | Pagination start | |
| fields | No | Comma-separated field names to search | |
| item_types | No | Array of item types to search | |
| exact_match | No | Perform exact match search | |
| search_for_related_items | No | Include up to 100 related items in results |