Retrieve Carta CRM deal records filtered by company, stage, or deal ID.
npx skills add https://github.com/carta/plugins --skill search-deals-carta
Please help me install this Agent Skill. Skill: search-deals Source: https://github.com/carta/plugins/tree/main/plugins/carta-crm/skills/search-deals Command: npx skills add https://github.com/carta/plugins --skill search-deals-carta
This Skill eliminates the tedious manual work of searching through Carta CRM deal records to find specific deals, saving you hours of repetitive lookup effort.
Use the search-deals skill to find all deals in the execution stage for the company Acme Corp.
High-intent search queries and answers about installing and using this skill.
To search for Carta CRM deals, filter records by specific criteria such as company name, pipeline stage, or custom field values. You must first fetch valid deal field IDs using the get_deal_fields tool to construct accurate search filters before querying the CRM API.
Yes, you can fetch full deal records including associated notes and linked contacts from Carta CRM by performing a direct lookup using a specific unique deal identifier. This retrieves complete deal details without manual record searching workflows.
Yes, fetching valid deal field IDs via the get_deal_fields tool is required before filtering deals in Carta CRM. This pre-fetch step ensures you construct accurate search filters using the correct custom field values before querying the CRM API.
The best way to pull deals in a specific pipeline stage for a portfolio company is to use filter-based deal search. Filter by company name and pipeline stage to return complete deal details and unique IDs for follow-up CRM management updates.
Carta CRM deal lookup using custom field values fails if you do not pre-fetch valid deal field IDs. You must retrieve the correct field identifiers via the get_deal_fields tool to construct accurate search filters before executing your deal query.
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