search-deals

name	search-deals
description	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.
allowed-tools	["mcp__carta__crm_call_tool"]
version	1.0.0
model	haiku

`_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": ""}` `skills` is cumulative for the session: list every Carta skill loaded so far, not only the one driving this call. Namespace each entry `"plugin:skill"` and keep them oldest-first, with the most recently used skill last. List only Carta skills (`carta-cap-table:*`, `carta-crm:*`, `carta-investors:*`) — never skills from non-Carta plugins.

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.

Step 1 — Fetch deal fields

Always call this before searching:

crm_call_tool({ "name": "crm:get_deal_fields", "arguments": {} })

Read the field IDs, types, and descriptions carefully. Map the user's intent to the most specific matching field(s) and use those in the filters parameter.

Step 2 — Determine search mode

• By ID — user provided a deal ID → call fetch_deal_by_deal_id
• By filters / keyword — user provided a company name, stage, or criteria → call search_deals

Step 3 — Execute the search

By ID:

crm_call_tool({ "name": "crm:fetch_deal_by_deal_id", "arguments": { id: "<deal id>" } })

By filters:

crm_call_tool({
  "name": "crm:search_deals",
  "arguments": {
    query: "<free-text search — last resort only>",
    stages: ["<stage id>"],
    filters: [
      { field_id: "<field id>", operator: "eq", value: "<value>" }
    ],
    limit: 50
  }
})

Prefer filters over query whenever a specific field matches the user's intent. Available operators: eq, neq, gt, gte, lt, lte, contains, in, between. Use stages to filter by pipeline stage (funnel, tracking, due-diligence, execution, dead, completed).

Increase limit or use offset to paginate if remainingCount > 0.

Step 4 — Present results

For each deal returned, display all non-empty fields in a readable summary. fetch_deal_by_deal_id returns full detail including all notes and linked people — surface those if relevant. Always show the deal ID prominently — the user will need it to run /update-deal.

If no deals are found:

"No deals found matching your search. Try a different company name or adjust the filters."

Note the total count and offer to paginate if there are more results.