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optimize-overseas

LACRM MCP Server

Search Contacts

search_contacts

Search contacts and companies in your CRM with filters, sorting, and full-text search. Retrieve complete records with all fields, custom fields, and timestamps.

Instructions

Search for contacts and companies with filters and sorting. Use this tool to find contacts by name, email, or other criteria.

RETURNS FULL DATA: Each result includes all contact fields (name, email, phone, address, company, custom fields, timestamps, etc.) - no need to call get_contact afterward.

Supports:

  • Free text search across all fields

  • Filter by contacts only, companies only, or both

  • Filter by assigned user

  • Sort by name, date created, last update, or relevance

  • Advanced filters on standard and custom fields

IMPORTANT: For geographic searches (by state, city, zip), use advanced_filters with the address fields (AddressState, AddressCity, AddressZip, etc.) instead of search_terms. Free-text search_terms scans all fields and can be very slow on broad terms.

Use count_only=true for accurate counts on large datasets without returning the full result set. Use get_custom_fields to learn available custom field names for advanced filtering.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number for pagination
sort_byNo
count_onlyNoWhen true, auto-paginates and returns only total count and breakdowns (no results array). Use for accurate counts on large datasets.
max_resultsNoMax results per page (default 25, max 10000). Keep low for name searches.
record_typeNoFilter by record type
owner_filterNoFilter by assigned user IDs
search_termsNoText to search across all fields
sort_directionNo
advanced_filtersNoAdvanced field filters. Call get_contact_schema (for contacts) or get_company_schema (for companies) first to see available field names.
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, the description carries the full burden. It discloses that the tool returns full data for each result, warns about slow performance of broad free-text searches, and explains the behavior of count_only=true (auto-paginates, returns only count/breakdowns). This goes beyond basic schema info, though it omits potential rate limits and auth requirements.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured: a clear opening purpose, a prominent note about full data returns, a bulleted list of supported features, and an IMPORTANT callout for geographic searches. Every section earns its place without redundancy, and the use of bullets enhances scannability.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite having no output schema and no annotations, the description provides a comprehensive overview of the tool's capabilities: full data return, filtering/sorting options, advanced filters, count_only behavior, and a pointer to get_custom_fields for custom field discovery. For a 9-parameter search tool, this covers all key aspects the agent needs to know.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 78%, and the description adds meaningful parameter context: it explains that search_terms scans all fields (and can be slow), recommends advanced_filters for geographic fields, and advises keeping max_results low for name searches. It also clarifies count_only behavior, which complements the schema's description. This adds value beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with 'Search for contacts and companies with filters and sorting', a specific verb+resource+scope statement. It further clarifies usage for finding contacts by name, email, or other criteria, and explicitly distinguishes this from get_contact by stating 'no need to call get_contact afterward'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description clearly states when to use the tool ('Use this tool to find contacts by name, email, or other criteria') and provides operational guidance such as using advanced_filters for geographic searches and count_only=true for large datasets. However, it does not explicitly mention alternatives like get_contacts_by_ids for ID-based lookups, so it stops short of 5.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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