🔍search-deals
- プラグイン
- carta-crm
- ソース
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説明
Carta CRMからDealレコードを検索して取得します。 次のような場合に使用: ユーザーが「Dealを見つけて」「Dealを検索して」「Dealを調べて」「[企業名]のDealを表示して」「IDでDealを取得」「[ステージ]のDealを見つけて」「Dealをリストアップ」「[企業名]のDealは何があるか」または「/search-deals」などと言った場合。 DealのID、企業名、ステージ、パイプライン、タグ、カスタムフィールドなどの詳細情報を返します。返されたDeal IDはupdate-deal skillで使用できます。
原文を表示
Searches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals". Returns deal details including ID, company, stage, pipeline, tags, and custom fields. The deal ID returned can be used with the update-deal skill.
ユースケース
- ✓Dealレコードを検索・取得するとき
- ✓企業名やステージでDealを絞り込むとき
- ✓特定のDealのID・詳細情報を調べるとき
- ✓Dealをリストアップして確認するとき
本文
Overview
Search for deals in the Carta CRM. If the user provided an ID, fetch that deal
directly. Otherwise use search_deals with filters. Always surface the deal ID
so the user can reference it for updates.
Important: Call get_deal_fields before every search_deals call to discover
valid field IDs for filters. Do not skip this step.
Step 1 — Fetch deal fields
Always call this before searching:
mcp__carta_crm__get_deal_fields()
Read the field IDs, types, and descriptions carefully. Map the user's intent to the
most specific matching field(s) and use those in the filters parameter.
Step 2 — Determine search mode
- By ID — user provided a deal ID → call
fetch_deal_by_deal_id - By filters / keyword — user provided a company name, stage, or criteria → call
search_deals
Step 3 — Execute the search
By ID:
mcp__carta_crm__fetch_deal_by_deal_id({ id: "<deal id>" })
By filters:
mcp__carta_crm__search_deals({
query: "<free-text search — last resort only>",
stages: ["<stage id>"],
filters: [
{ field_id: "<field id>", operator: "eq", value: "<value>" }
],
limit: 50
})
Prefer filters over query whenever a specific field matches the user's intent.
Available operators: eq, neq, gt, gte, lt, lte, contains, in, between.
Use stages to filter by pipeline stage (funnel, tracking, due-diligence, execution, dead, completed).
Increase limit or use offset to paginate if remainingCount > 0.
Step 4 — Present results
For each deal returned, display all non-empty fields in a readable summary.
fetch_deal_by_deal_id returns full detail including all notes and linked people — surface those if relevant.
Always show the deal ID prominently — the user will need it to run /update-deal.
If no deals are found:
"No deals found matching your search. Try a different company name or adjust the filters."
Note the total count and offer to paginate if there are more results.
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。