What it does
Query your CRM in plain language — across contacts, deals, and even note content — instead of building filters or exporting to a spreadsheet.
Example prompts
"Show me every VP of Marketing in my Demos Management group."
"Which deals in my Outbound pipeline are at the Follow-up stage?"
"Find every contact where we noted a pricing objection."
What happens
Your agent translates your request into folk search filters — job title, group, tag, custom field, pipeline stage, or full-text note content — and returns a clean list with context for each match.
Tools used
get_workspace_schemasearch_people/search_companies/search_object/search_notes
