search_crm
Search the entire CRM by keyword, date range, or record type, and retrieve results with linked contacts, listings, and timeline events.
Instructions
Search across the whole CRM — contacts, listings, tasks, notes, and timeline events — in one call, with each result carrying its linked records (a timeline event includes who it was with and which listing; a listing includes its owner). Use this for recall and cross-record questions like 'who did I meet at the open house last weekend' (filter timeline by dateFrom/dateTo and a keyword like 'open'), 'what listings does this client have', or 'find everything about 123 Maple St'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | No | Keyword to match (name, address, title, note text, etc.). Optional if you're filtering by date/type. | |
| dateTo | No | ISO 8601 date — upper bound for timeline event dates, task due dates, and (via listingDateField) listing dates. | |
| dateFrom | No | ISO 8601 date — lower bound for timeline event dates, task due dates, and (via listingDateField) listing dates. | |
| entities | No | Which record types to search. Any of: contacts, listings, tasks, notes, timeline. Defaults to all. | |
| activityType | No | Restrict timeline results to this interaction type (e.g. in_person_meeting for a meeting/open house). | |
| contactStatus | No | Restrict contact results to this status. | |
| listingStatus | No | Restrict listing results to this status. | |
| listingDateField | No | When listings are in scope, apply dateFrom/dateTo to this listing date (default listDate). For dedicated listing date queries prefer find_listings. |