Search Pipeline Items
search_pipeline_itemsSearch pipeline items by status, user, or custom fields to find specific records. Supports advanced filters, pagination, and count-only mode for accurate counts.
Instructions
Search for pipeline items within a specific pipeline. Use this to find items by status, user, or custom field values.
RETURNS FULL DATA: Each result includes all pipeline item fields (status, contact info, custom fields, timestamps, etc.) - no need to call get_pipeline_item afterward.
Required: pipeline_id (use get_pipelines to find valid IDs). Supports advanced filters for custom fields. Supports name-based filters: use status_name_filter or user_name_filter instead of IDs. 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 | |
| sort_by | No | ||
| count_only | No | When true, auto-paginates and returns only total count and breakdowns (no results array). Use for accurate counts on large datasets. | |
| max_results | No | Max results (default 500, max 10000) | |
| pipeline_id | Yes | Pipeline ID to search within | |
| user_filter | No | Filter by creator user IDs. Mutually exclusive with user_name_filter. | |
| status_filter | No | Filter by status IDs. Mutually exclusive with status_name_filter. | |
| sort_direction | No | ||
| advanced_filters | No | Advanced field filters. Call get_pipeline_item_schema first to see available field names. | |
| user_name_filter | No | Filter by user names (case-insensitive, auto-resolved to IDs). Mutually exclusive with user_filter. | |
| status_name_filter | No | Filter by status names (case-insensitive, auto-resolved to IDs). Mutually exclusive with status_filter. |