Search Notes
search_notesSearch CRM notes by date range, user, or contact, returning complete note details in each result. Optional count_only mode provides accurate totals for large datasets.
Instructions
Search for notes with optional date and user filters. Use this tool to find notes across all contacts or for specific users.
RETURNS FULL DATA: Each result includes all note fields (content, timestamps, linked contact, etc.) - no need to call get_note afterward.
Supports filtering by date range, user, and specific contact. Use count_only=true for accurate counts on large datasets without returning the full result set.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number for pagination | |
| date_end | No | Return notes on or before this date (ISO 8601) | |
| contact_id | No | Filter by specific contact | |
| count_only | No | When true, auto-paginates and returns only total count and breakdowns (no results array). Use for accurate counts on large datasets. | |
| date_start | No | Return notes on or after this date (ISO 8601) | |
| max_results | No | Max results (default 500, max 10000) | |
| user_filter | No | Filter by user IDs who created notes | |
| sort_direction | No | Sort order (default: Descending) |