search-fundraisings - SKILL.md Agent Skill

name: search-fundraisings description: > 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]", "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. allowed-tools: - mcp__carta_crm__search_fundraising - mcp__carta_crm__get_fundraising - mcp__carta_crm__get_fundraising_stages version: 1.0.0 model: haiku

Overview

Search for fundraisings in the Carta CRM. If the user provided an ID, fetch the single record directly. Otherwise use the search tool and return results in a readable summary. Always surface the fundraising ID so the user can reference it for updates.

Step 1 — Determine search mode

By ID — user provided a fundraising ID → call get_fundraising
By name / keyword / stage — user provided a name or stage → call search_fundraising

If it's unclear, default to search and ask for a search term.

Step 2 — Execute the search

By ID:

mcp__carta_crm__get_fundraising({ id: "<fundraising id>" })

By name / keyword:

mcp__carta_crm__search_fundraising({
  query: "<search term>",
  limit: 20
})

If the user filtered by stage name, call get_fundraising_stages first to resolve the name to a stage ID, then pass stages: ["<stage id>"].

Increase limit if the user asks to see more results. Use offset to paginate.

Step 3 — Present results

For each fundraising returned, display all non-empty fields in a readable summary. Always show the ID prominently — the user will need it to run /update-fundraising.

If no fundraisings are found:

"No fundraisings found matching your search. Try a different name or keyword."

Note the total count and offer to paginate if there are more results.