👥search-contacts
- プラグイン
- carta-crm
- ソース
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説明
Carta CRMから連絡先（人物）レコードを検索・取得します。 次のような場合に使用: ユーザーが「連絡先を検索」「連絡先を見つけて」「人物を調べて」「[名前]の連絡先詳細を表示」「IDで連絡先を取得」「連絡先一覧」「[企業]の人物を検索」「人物を検索」「/search-contacts」といった内容を指示する場合。 ID、名前、メールアドレス、職位、企業、タグなどの連絡先詳細を返します。返されたIDは、update-contact skillで使用できます。
原文を表示
Searches for and retrieves contact (people) records from the Carta CRM. Use this skill when the user says things like "find a contact", "search contacts", "look up a person", "show me contact details for [name]", "get contact by ID", "list contacts", "find people at [company]", "search people", or "/search-contacts". Returns contact details including ID, name, email, title, company, and tags. The contact ID returned can be used with the update-contact skill.
ユースケース
- ✓連絡先を検索・取得したい
- ✓人物の詳細情報を確認する
- ✓名前やIDで連絡先を探す
- ✓企業の人物一覧を検索する
本文
Overview
Search for contacts in the Carta CRM. If the user provided an ID, fetch the single record directly. Otherwise search by name/keyword and return results in a readable summary. Always surface the contact ID so the user can reference it for updates.
Step 1 — Determine search mode
- By ID — user provided a contact ID → call
fetch_contact_by_id - By name / keyword — user provided a name, email, or keyword → call
search_contacts
If it's unclear, default to search and ask the user for a search term.
Step 2 — Execute the search
By ID:
mcp__carta_crm__fetch_contact_by_id({ id: "<contact id>" })
By name / keyword:
mcp__carta_crm__search_contacts({
query: "<search term>",
limit: 20
})
If the user mentions a specific list or folder by name, call get_contact_lists first
to resolve the name to a list ID, then pass list_id to narrow the search.
Increase limit if the user asks to see more results. Use offset to paginate.
Step 3 — Present results
For each contact returned, display all non-empty fields in a readable summary,
including name, title, company, email, phone, and tags.
Always show the ID prominently — the user will need it to run /update-contact.
fetch_contact_by_id also returns related deals and notes — surface those if the
user is looking for context on a specific person.
If no contacts are found:
"No contacts found matching your search. Try a different name, email, or keyword."
If multiple results are returned, list them all and note the total count.
原文・著作権は Anthropic および各プラグイン作者に帰属します。日本語訳は Claude API による自動翻訳です。