| 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 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 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 โ 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 โ Determine search mode
- By ID โ user provided a deal ID โ call
fetch_deal_by_deal_id
- By filters / keyword โ user provided a company name, stage, or criteria โ call
search_deals
Step 3 โ 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 โ 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 โ 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 โ surface those if relevant.
Always show the deal ID prominently โ 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.
