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search-companies

Skill

Searches for and retrieves company records from the Carta CRM. Use this skill when the user says things like "find a company", "search companies", "look up a company", "show me company details for [name]", "get company by ID", "get company by domain", "list companies", "what companies do we have", o

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Install

git clone https://github.com/carta/plugins.git ~/.claude/skills/search-companies

What is search-companies?

Searches for and retrieves company records from the Carta CRM. Use this skill when the user says things like "find a company", "search companies", "look up a company", "show me company details for [name]", "get company by ID", "get company by domain", "list companies", "what companies do we have", or "/search-companies". Returns company details including ID, name, and custom fields. The company ID returned can be used with the update-company skill.

What this can do

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

~113 tokens of context used while enabled, before you invoke anything

All declared tools (1)
mcp__carta__crm_call_tool

Documentation

README · ~1 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

Search for companies in the Carta CRM. Choose the right tool based on what the user provided. Always surface the company ID so the user can reference it for updates.

Step 1 — Determine search mode

  • By domain — user provided a website domain (e.g. "stripe.com") → use fetch_company_by_domain
  • By name / keyword — user provided a company name or keyword → use search_companies

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