search_notes

The retrieval counterpart to save_note. Semantically searches the meeting briefs, transcripts, meeting notes, and notes kept on contacts, and returns the matching documents with a snippet — so the agent pulls the relevant passage rather than loading whole documents into context. Pass focus to restrict to one person or company, or omit it to search across everyone in the workspace.

Parameters

Name	Type	Required	Description
`question`	string	✓	Natural-language query matched against document content
`focus`	string		Restrict to one person/company — email, LinkedIn URL, domain, or entity UUID. Omit to search everyone.
`limit`	number		Max documents to return. Default 8, cap 20.

Returns

Ranked documents, each with type, title, date, similarity, and a snippet. Get the full body with get_account.

Documents matching "what did we discuss about pricing":

  meeting notes · Q3 renewal call  (88%)  [2d ago]
    Sarah pushed back on per-seat — wants a flat platform fee. Maria (CFO) to…
    (entity_id: a1b2c3d4-...)
  meeting brief · Pre-meeting brief — renewal  (74%)  [1w ago]
    Budget waiting on Q3 close; proposal at $12k/yr, expect a discount ask…
    (entity_id: a1b2c3d4-...)

If nothing matches:

No saved documents matched "what did we discuss about pricing".

When to call it

“What did we discuss about pricing?” — pull the relevant past notes
“What objections came up in past meetings?” — across a contact’s record
Comparing across meetings — restrict with focus and read the snippets

Backed by

POST /v2/notes/search — see the HTTP reference for the raw JSON shape.

Overview

Overview tools

Setup tools

search_notes

Parameters

Returns

When to call it

Backed by

​Parameters

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​When to call it

​Backed by

Parameters

Returns

When to call it

Backed by