search-reports
Runs a saved report in the Carta CRM and renders its rows as a table, using the columns the report saved. Use this skill when the user says things like "run my report", "run the [name] report", "show me the [name] report", "open the [name] report", "what reports do we have", "list reports", or "/search-reports".
Install
With your agent
Install OMGSkills skill "carta/plugins:plugins/carta-crm/skills/search-reports" 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-reports ~/.claude/skills/search-reportsFrom README
Overview A saved report is a stored filter plus a stored column set over one entity: deals, contacts, companies, investors, fundraisings or fees. Running one renders its rows as a table, using the columns the report saved. Reports are not searched by keyword. They are listed, chosen, then run — so Step 1 always precedes Step 2. For an aggregated breakdown of deal flow by sector, source or owner rather than the rows themselves, use the deal-flow-analytics skill instead. Step 1 — Find the report Read the list through crmcalltool, never crmviewtool. listreports has no view of its own, and this step is for you rather than the user: you need each report's id and entityType to run it. Pass entityType to narrow the list when the user named one — "deal", "contact", "company", "investor", "fundraising" or "fees": Then branch on what came back: One clear match on name → Step 2. Several plausible matches → do NOT guess. Name them and ask which one.