search-fundraisings
Searches for and retrieves fundraising records from the Carta CRM. Use this skill when the user says things like "find a fundraising", "search fundraisings", "look up a fundraising round", "show fundraising details for [name]", "full details on [name]", "get fundraising by ID", "list fundraisings", "what fundraisings do we have", or "/search-fundraisings". Returns fundraising details including ID, name, stage, and custom fields. The fundraising ID returned can be used with the update-fundraising skill.
Install
With your agent
Install OMGSkills skill "carta/plugins:plugins/carta-crm/skills/search-fundraisings" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/carta/plugins /tmp/plugins && ln -s /tmp/plugins/plugins/carta-crm/skills/search-fundraisings ~/.claude/skills/search-fundraisingsFrom README
Overview Look up fundraisings in the Carta CRM. A request about one named round renders that round's card; a request for a set renders a table. Route on that distinction first — it decides every call below. Step 1 — Determine intent: one round, or a set? Detail — the user named one round and wants the record: "full details on the Acme Series B", "tell me about that round", "more on this fundraising". → Step 2. List — the user wants a set, or filtered or plural results: "rounds in diligence", "list fundraisings", "what fundraisings do we have". → Step 3. By ID — the user gave a fundraising ID → Step 2, skipping the resolve. A named single round is a detail request even when the user says "search" or "find". If it's genuinely unclear, treat it as a list and ask what they want to narrow to. Step 2 — Detail: resolve the name, then render the card Resolve through crmcalltool, never crmviewtool.