All MCP tools
MCP tools · CRM
crm_search_records
Finds records by free text (name, phone, email or reference number) or by a filter spec. With neither, lists recent records. Sensitive fields come back redacted unless the key has crm:sensitive:read.
- Scope needed
- crm:read
- Changes data
- No, read only
- Held for approval
- No
- Available to
- Every organization
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| query | string | Name, phone, email or reference number to look for. |
| filter | object | Filter spec, used when query is left out. |
| page | number | Page number, from 1. |
| page_size | number | Records per page, at most 50 (default 25). |