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umzcio
by umzcio

tdx-people-search

Search for people in TeamDynamix using filters like name, email, username, and status to find specific individuals in the system.

Instructions

Search TDX people with filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
searchTextNoFull-text search query
lastNameNoFilter by last name
firstNameNoFilter by first name
primaryEmailNoFilter by primary email
userNameNoFilter by username
isActiveNoFilter by active status
isEmployeeNoFilter by employee status
accountIdsNoFilter by account IDs
maxResultsNoMax results to return (default 25)

Implementation Reference

  • The handler function that executes the search against the TDX /people/search endpoint.
    server.tool(
      "tdx-people-search",
      "Search TDX people with filters",
      {
        searchText: z.string().optional().describe("Full-text search query"),
        lastName: z.string().optional().describe("Filter by last name"),
        firstName: z.string().optional().describe("Filter by first name"),
        primaryEmail: z.string().optional().describe("Filter by primary email"),
        userName: z.string().optional().describe("Filter by username"),
        isActive: z.boolean().optional().describe("Filter by active status"),
        isEmployee: z.boolean().optional().describe("Filter by employee status"),
        accountIds: z.array(z.number()).optional().describe("Filter by account IDs"),
        maxResults: z.number().optional().describe("Max results to return (default 25)"),
      },
      async (params) => {
        const body: Record<string, unknown> = {};
        if (params.searchText !== undefined) body.SearchText = params.searchText;
        if (params.lastName !== undefined) body.LastName = params.lastName;
        if (params.firstName !== undefined) body.FirstName = params.firstName;
        if (params.primaryEmail !== undefined) body.PrimaryEmail = params.primaryEmail;
        if (params.userName !== undefined) body.UserName = params.userName;
        if (params.isActive !== undefined) body.IsActive = params.isActive;
        if (params.isEmployee !== undefined) body.IsEmployee = params.isEmployee;
        if (params.accountIds !== undefined) body.AccountIDs = params.accountIds;
        if (params.maxResults !== undefined) body.MaxResults = params.maxResults;
        try {
          const result = await client.post("/people/search", body);
          return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
        } catch (e: unknown) {
          return { content: [{ type: "text", text: String(e) }], isError: true };
        }
      }
    );

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