search-companies

Official

Instantly find any Carta CRM company record

Authorcarta
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Manually searching for company records in the Carta CRM is slow and prone to error, especially when you need to pull up details for follow-up tasks like updating company information or preparing for investor outreach.

Core Features & Use Cases

  • Flexible Search Methods: Look up companies by name, keyword, or website domain to match whatever information you have available.
  • Complete Record Access: Retrieve full company details including unique ID, name, custom fields, and metadata for all downstream CRM tasks.
  • Use Case: When preparing for investor outreach, use this skill to quickly pull up full details for potential portfolio companies by name or domain to avoid manual lookup delays and mistakes.

Quick Start

Use the search-companies skill to find the full record for the company with domain stripe.com.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: search-companies
Download link: https://github.com/carta/plugins/archive/main.zip#search-companies

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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