| name | search-contacts |
| description | Searches for and retrieves contact (people) records from the Carta CRM. Use this skill when the user says things like "find a contact", "search contacts", "look up a person", "show me contact details for [name]", "get contact by ID", "list contacts", "find people at [company]", "search people", or "/search-contacts". Returns contact details including ID, name, email, title, company, and tags. The contact ID returned can be used with the update-contact 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 โ 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:*`) โ never skills from non-Carta plugins.
Overview
Search for contacts in the Carta CRM. If the user provided an ID, fetch the single
record directly. Otherwise search by name/keyword and return results in a readable
summary. Always surface the contact ID so the user can reference it for updates.
Step 1 โ Determine search mode
- By ID โ user provided a contact ID โ call
fetch_contact_by_id
- By name / keyword โ user provided a name, email, or keyword โ call
search_contacts
If it's unclear, default to search and ask the user for a search term.
Step 2 โ Execute the search
By ID:
crm_call_tool({ "name": "crm:fetch_contact_by_id", "arguments": { id: "<contact id>" } })
By name / keyword:
crm_call_tool({
"name": "crm:search_contacts",
"arguments": {
query: "<search term>",
limit: 20
}
})
If the user mentions a specific list or folder by name, call get_contact_lists first
to resolve the name to a list ID, then pass list_id to narrow the search:
crm_call_tool({ "name": "crm:get_contact_lists", "arguments": {} })
Increase limit if the user asks to see more results. Use offset to paginate.
Step 3 โ Present results
For each contact returned, display all non-empty fields in a readable summary,
including name, title, company, email, phone, and tags.
Always show the ID prominently โ the user will need it to run /update-contact.
fetch_contact_by_id also returns related deals and notes โ surface those if the
user is looking for context on a specific person.
If no contacts are found:
"No contacts found matching your search. Try a different name, email, or keyword."
If multiple results are returned, list them all and note the total count.
