name: crm-lookup description: Look up a contact, company, or conversation in the CRM.

CRM Lookup

Search and display CRM records -- people, companies, conversations, notes.

Inputs

• query: Name, email, company, or keyword to search for (required)

Execution

1. Search across CRM:

search_records(query="<QUERY>")

1. For person results, get full details:

get_person(id="<UUID>")

1. For company results:

get_company(id="<UUID>")

1. Check for related conversations:

list_conversations(status="open")

1. Check for related notes:

list_notes(personId="<UUID>")

Output Format

Present results as a concise summary:

• Name, email, phone, company, job title
• Recent conversations (last 3)
• Recent notes (last 3)
• Any linked entities from the knowledge graph

Rules

• Never expose internal UUIDs to the user unless debugging
• If multiple matches, list them and ask for clarification
• If no matches, suggest creating a new record