search-notes

name	search-notes
description	Searches for and retrieves note records from the Carta CRM. Use this skill when the user says things like "find a note", "search notes", "look up a note", "show me notes about [topic]", "list notes", "find notes mentioning [keyword]", or "/search-notes". Returns note details including ID, title, and text content.
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 notes in the Carta CRM by keyword using search_notes. Return results in a readable summary.

Step 1 — Collect the search term

If the user provided a keyword or topic, use it directly. If no search term was given, ask for one.

Step 2 — Execute the search

crm_call_tool({
  "name": "crm:search_notes",
  "arguments": {
    query: "<search term>",
    limit: 20
  }
})

Increase limit if the user asks to see more results. Use offset to paginate when remainingCount > 0.

Step 3 — Present results

For each note returned, display:

• Title
• Text content (truncated to ~200 chars if long)
• Creation date and owner if available

If no notes are found:

"No notes found matching your search. Try a different keyword."

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