🎯 **PRIMARY TOOL
- USE THIS FIRST FOR ALL SEARCHES**
LOOKUP REFERENCE DATA
- This tool provides standardized parameter values that MUST be used in search operations. Never guess field values - always lookup first!
CRITICAL: USE THE id FIELD, NOT attributes.name • Lookup results contain both id and attributes.name • ALWAYS use the id value in search parameters • The attributes.name is for human readability only • Example: Use id: "12345" not attributes.name: "Vice President"
MANDATORY WORKFLOW: 1. ALWAYS call lookup FIRST to get exact field values 2. Extract the id field from each result 3. THEN use the id values in search_contacts or search_companies 4. This prevents search failures and ensures accurate results
SINGLE FIELD LOOKUP:
lookup(fieldNames: ["management-levels"]) → Get VP options, use result.id
MULTIPLE FIELDS LOOKUP:
lookup(fieldNames: ["management-levels", "metro-regions", "industries", "employee-count"]) → Get all options, use result.id values
FUZZY MATCH FILTERING:
lookup(fieldNames: ["tech-vendors"], fuzzyMatch: ["hubspot"]) → Returns vendors matching "hubspot", use result.id (e.g., "HubSpot, Inc")
lookup(fieldNames: ["industries"], fuzzyMatch: ["software"]) → Returns industries containing "software", use result.id
• Use fuzzyMatch to filter results by partial name match (case-insensitive) • Helps find specific items when you don't know the exact name • Example: searching "hub spot" will match "HubSpot, Inc"
IMPORTANT: For batch lookups with multiple fields, fuzzyMatch is an array.
- The array provides per-field filtering (e.g.,
["boston", null, "10M"] filters field 1 and 3, not field 2)
- Use
null or empty string in array to skip filtering for specific fields
FOR VP-LEVEL TECH CONTACTS IN SAN FRANCISCO (100-500 employees):
Step 1: lookup(fieldNames: ["management-levels", "metro-regions", "industries", "employee-count"]) → Get all options at once
Step 2: Extract id values from results
Step 2: search_contacts(managementLevel: "<id>", metroRegion: "<id>", industryCodes: "<id>", employeeCount: "<id>")
FOR COMPANIES USING SPECIFIC TECHNOLOGY (e.g., "Companies in Boston using HubSpot"):
Step 1: lookup(fieldNames: ["tech-vendors"], fuzzyMatch: ["hubspot"]) → Get vendor id
Step 2: lookup(fieldNames: ["tech-products"], vendor: "<vendor_id>") → Get HubSpot product ids
Step 3: lookup(fieldNames: ["metro-regions"], fuzzyMatch: ["boston"]) → Get metro id
Step 4: search_companies(techAttributeTagList: "<product_ids>", metroRegion: "<metro_id>")
IMPORTANT: For technology searches, ALWAYS lookup tech-vendors FIRST (with fuzzyMatch), THEN lookup tech-products (with vendor parameter), and use the id values.
CRITICAL LOOKUP FIELDS: • management-levels
- VP, Director, C-Level classifications (REQUIRED for seniority searches)
• metro-regions
- Exact metropolitan area names (REQUIRED for location searches)
• industries
- Industry classifications (REQUIRED for sector searches)
• employee-count
- Company size ranges (REQUIRED for size filters)
• job-functions
• departments
- Department classifications
• company-types
- Public/private classifications
• revenue-ranges
• tech-vendors
- Technology vendor names (use fuzzyMatch for partial matching, REQUIRED BEFORE tech-products lookup)
• tech-products
- Technology product IDs (MUST use vendor parameter with exact vendor name from tech-vendors lookup)
• tech-categories
- Technology categories for broader tech stack searches
⚠️ WARNING: Search tools will FAIL if you use incorrect field values. Always lookup first and use the id field!