Open-ended discovery across SMI deep reports, research bundles, and exports when you do not already have a record id — finds candidates by subject name, url, or keyword and returns typed references to pass to fetch. If you already have a record id from the conversation rather than from a search result, call the specific tool instead: smi_get_deep_report or smi_get_export to read one record, smi_check_order_complete for order readiness, smi_list_deep_reports or smi_list_exports for filtered listings, smi_get_report_findings for findings within a report. Deep reports and research bundles are filtered server-side by subject first/last name, broadening to an unfiltered fetch ranked client-side (across id, name, url, summary) when the filtered fetch finds nothing; exports match on url.
