The MCP server provides two search tools with different purposes: entity_search for finding forms/procedures/reports by name, and enterprise_search for full-text search across ERP business documents.

Use entity_search to discover what forms, procedures, and reports exist in the system. This is a metadata search – it searches entity definitions, not business data.

Search by name (faster):

{
  "company_name": "mycompany",
  "name_search": "ORDER"
}

Returns all entities whose name contains “ORDER” (e.g., ORDERS, ORDERITEMS, PORDERS).

Search by title:

{
  "company_name": "mycompany",
  "title_search": "Sales Orders"
}

Filter by category:

{
  "company_name": "mycompany",
  "name_search": "INVOICE",
  "search_category": "procedures_and_reports"
}

Categories: forms, procedures_and_reports, or omit for all.

Key points:

  • Entity names in Priority are mostly uppercase
  • Titles are stored in English – translate non-English terms before searching
  • Name search is faster and more precise than title search
  • Results include procedure_type (P or R) needed for procedure_start

Use enterprise_search to find business data across indexed document types. This is a full-text search powered by a Solr search engine that covers select fields as configured in the “Document Types in Search” form within Priority.

Basic search:

{
  "company_name": "mycompany",
  "query": "laptop delivery delay"
}

Filtered by document type and date:

{
  "company_name": "mycompany",
  "query": "laptop",
  "form_name": "ORDERS",
  "from_date": "2026-01-01",
  "to_date": "2026-08-23"
}

Response structure:

The response includes:

  • Facet counts – How many results exist per document type (form). Use these to decide which form_name to filter by.
  • Results – Each with document name, type, company, internal ID, date, status, and highlighted text snippets showing where the search terms matched.
  • Suggestions – Alternative search terms when zero results are found.

Recommended workflow:

  1. Start with a broad search (no form_name filter) to see facet counts
  2. Check which document types have results
  3. Filter by form_name if you want to focus on a specific type
  4. Use the internal ID from results with form_fetch to get full record details

Important notes:

  • Only document types configured in the “Document Types in Search” form are searchable
  • Date filters use ISO format (YYYY-MM-DD), unlike form tools which use DD/MM/YY
  • Maximum 50 results per page

Search vs Fetch

Need Tool Why
Find a record by exact field value form_fetch with filter Precise, structured query
Find records matching free text enterprise_search Full-text across indexed fields
Find which forms/procedures exist entity_search Metadata discovery
Get all records meeting criteria form_fetch Structured filters, subforms

Pagination

Both enterprise_search and form_fetch support pagination:

enterprise_search uses start (offset) and rows (page size):

  • Page 1: start: 0, rows: 10
  • Page 2: start: 10, rows: 10
  • Page 3: start: 20, rows: 10

form_fetch uses skip and top:

  • Page 1: skip: 0, top: 10
  • Page 2: skip: 10, top: 10
  • Page 3: skip: 20, top: 10