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deal-flow-analytics

Skill

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most o

0Sales

Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/deal-flow-analytics

What is deal-flow-analytics?

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months", "who introduced most of our deals", "breakdown of deals by sector", "where is our deal flow coming from", or "/deal-flow-analytics". Defaults to a trailing-12-month window but accepts any date range or dimension the user specifies. Returns counts and concentration callouts per dimension, not a list of individual deals — use search-deals for that.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Create and modify files

Declares Write or Edit

~157 tokens of context used while enabled, before you invoke anything

All declared tools (3)
ReadWritemcp__carta__crm_call_tool

Documentation

README · ~5 min read
`_instrumentation_v2` is anonymous Carta skill-usage telemetry. ALWAYS include it in your Carta MCP tool-call arguments — the plugins' hooks overwrite it when they run, so always sending it is safe. Shape: `_instrumentation_v2: {"skills": [":", ...], "model": ""}` e.g. `{"skills": ["carta-cap-table:carta-issue-securities"], "model": "claude-sonnet-5"}` List only Carta skills in use, each namespaced `"plugin:skill"` (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`).

Overview

Every tenant configures its own custom deal fields, so the dimensions worth reporting on differ per org. Discover them at runtime instead of assuming a fixed list, then aggregate with crm:aggregate_deals — never tally deals by hand from crm:search_deals.

aggregate_deals groups by one field at a time. Cover multiple

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