By name: search-notes description: > Searches for and retrieves note records from the Carta CRM. Use this skill when the user says things like "find a note", "search notes", "look up a note", "show me notes about [topic]", "list notes", "find notes mentioning [keyword]", or "/search-notes". Returns note details including ID, title, and text content. allowed-tools: - mcp__carta_crm__search_notes version: 1.0.0 model: haiku
Overview
Search for notes in the Carta CRM by keyword using search_notes.
Return results in a readable summary.
Step 1 — Collect the search term
If the user provided a keyword or topic, use it directly. If no search term was given, ask for one.
Step 2 — Execute the search
mcp__carta_crm__search_notes({
query: "<search term>",
limit: 20
})
Increase limit if the user asks to see more results. Use offset to paginate
when remainingCount > 0.
Step 3 — Present results
For each note returned, display:
- Title
- Text content (truncated to ~200 chars if long)
- Creation date and owner if available
If no notes are found:
"No notes found matching your search. Try a different keyword."
Note the total count and offer to paginate if there are more results.