| name | search-investors |
| description | Searches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "get investor by ID", "list investors", "what investors do we have", or "/search-investors". Returns investor details including ID, name, and custom fields. The investor ID returned can be used with the update-investor 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 investors 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 investor ID so the user can reference it for updates.
Step 1 โ Determine search mode
- By ID โ user provided an investor ID โ call
get_investor
- By name / keyword โ user provided a name or description โ call
search_investors
If it's unclear, default to search and ask the user for a name or keyword.
Step 2 โ Execute the search
By ID:
crm_call_tool({ "name": "crm:get_investor", "arguments": { id: "<investor id>" } })
By name / keyword:
crm_call_tool({
"name": "crm:search_investors",
"arguments": {
query: "<search term>",
limit: 20
}
})
Increase limit if the user asks to see more results. Use offset to paginate.
Step 3 โ Present results
For each investor returned, display all non-empty fields in a readable summary.
Always show the ID prominently โ the user will need it to run /update-investor.
If no investors are found:
"No investors found matching your search. Try a different name or keyword."
If multiple results are returned, list them all and note the total count.
