search-contacts
OfficialInstantly find and retrieve Carta CRM contact records
Marketing & Sales#contact search#carta crm#crm lookup#contact retrieval#sales contacts#investor contacts
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually navigating the Carta CRM to find contact information is slow and inefficient, especially when you need specific details like unique contact IDs to perform follow-up actions such as updates.
Core Features & Use Cases
- Dual Search Modes: Look up contacts by name, email, or keyword, or fetch a single full record directly using a unique contact ID.
- List Filtering: Narrow searches to specific contact lists by resolving list names to IDs first.
- Context-Rich Results: Returns full contact details including name, title, company, email, phone, and tags, plus related deals and notes when fetching by ID for full context.
- Use Case: If you need to update a contact's information, first use this skill to quickly find their unique ID and all associated details without manual CRM navigation.
Quick Start
Use the search-contacts skill to find all contacts at Acme Ventures with the title "Partner".
Dependency Matrix
Required Modules
None requiredComponents
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-contacts Download link: https://github.com/carta/plugins/archive/main.zip#search-contacts Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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