search-companies

Name: search-companies
Availability: InStock
Author: Carta

Retrieve company records from Carta CRM by name, keyword, or domain.

12|16|Updated Mar 26, 2026

Search Tags:#investor relations #company data #company search #carta crm #crm lookup #company records

Ready to run

npx skills add https://github.com/carta/plugins --skill search-companies

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: search-companies
Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/search-companies
Command: npx skills add https://github.com/carta/plugins --skill search-companies

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

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.

Frequently Asked Questions about search-companies

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I look up a company record in Carta CRM without manual navigation?▼

To look up a company record in Carta CRM, you can search by company name, keyword, or website domain. This retrieves complete company details including the unique identifier and custom fields for CRM operations.

Can I search Carta CRM company records using a website domain?▼

Yes, you can search Carta CRM company records using a website domain. This flexible search method matches whatever information you have available to instantly retrieve the full company profile and metadata.

What company details are returned when I search Carta CRM records?▼

Searching Carta CRM records returns complete company details including the unique ID, name, custom fields, and metadata. This output supports downstream tasks like investor outreach and data enrichment.

When do I need to search company records for investor outreach preparation?▼

You need to search company records for investor outreach preparation when you must quickly pull full details for potential portfolio companies. This avoids manual lookup delays and mistakes before initiating contact.

What is the best way to find a Carta CRM company record for data enrichment?▼

The best way to find a Carta CRM company record for data enrichment is searching by name or domain. This instantly retrieves accurate records and custom fields without manual platform navigation.

Are there limitations when searching Carta CRM company records by keyword?▼

Searching Carta CRM company records by keyword retrieves matching profiles, but accurate lookups require correct name or domain inputs. This ensures the returned unique identifiers and custom fields are precise for downstream tasks.