search-notes
OfficialInstantly search and access Carta CRM notes
Authorcarta
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Manually scrolling through large volumes of Carta CRM notes to find specific information is slow and inefficient, especially when tracking investor communications or deal-related updates.
Core Features & Use Cases
- Keyword-Based Note Search: Find notes by any keyword, topic, or phrase across the entire Carta CRM.
- Detailed Result Presentation: View each note's ID, title, truncated text content, creation date, and owner for quick context.
- Use Case: For example, if you need to locate all notes from recent investor calls about Series B funding, this skill retrieves all matching records in seconds without manual browsing.
Quick Start
Use the search-notes skill to find all notes mentioning "Q1 investor call updates".
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-notes Download link: https://github.com/carta/plugins/archive/main.zip#search-notes Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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