ClaudeSuperPower
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search-deals

Skill

Searches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals".

0Sales

Install

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

What is search-deals?

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

What this can do

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

~112 tokens of context used while enabled, before you invoke anything

All declared tools (1)
mcp__carta__crm_call_tool

Documentation

README · ~2 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 deals in the Carta CRM. If the user provided an ID, fetch that deal directly. Otherwise use search_deals with filters. Always surface the deal ID so the user can reference it for updates.

Important: Call get_deal_fields before every search_deals call to discover valid field IDs for filters. Do not skip this step.

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