Description Search

When to use this skill

• •Query mentions attributes rather than specific names
• •Finding accounts by location ("in Texas", "California accounts")
• •Finding accounts by stage ("new leads", "quoted accounts")
• •Finding accounts by industry ("restaurants", "childcare centers")
• •Finding accounts by insurance type ("GL accounts", "workers comp")

How to use the tool

Call search_descriptions with the attribute query:

{
  "tool": "search_descriptions",
  "args": {"query": "childcare centers in Texas needing follow-up"}
}

Tool response

Returns matching accounts ranked by relevance:

[
  {
    "account_id": "29041",
    "name": "Sunny Days Childcare Center",
    "description": "Childcare center in Austin, TX. Stage: Quote Pitched...",
    "score": 0.85,
    "directory_path": "mem/accounts/29041"
  }
]

Common query patterns