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search-fundraisings

Skill

Searches for and retrieves fundraising records from the Carta CRM. Use this skill when the user says things like "find a fundraising", "search fundraisings", "look up a fundraising round", "show fundraising details for [name]", "get fundraising by ID", "list fundraisings", "what fundraisings do we h

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Install

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

What is search-fundraisings?

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

What this can do

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

~120 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 fundraisings in the Carta CRM. If the user provided an ID, fetch the single record directly. Otherwise use the search tool and return results in a readable summary. Always surface the fundraising ID so the user can reference it for updates.

Step 1 — Determine search mode

  • By ID — user provided a fundraising ID → call get_fundraising

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