search-fundraisings

<!-- carta:plugin-version --> <carta-plugin>carta-crm:1.14.5</carta-plugin>

Overview

Look up fundraisings in the Carta CRM. A request about one named round renders that round's card; a request for a set renders a table. Route on that distinction first — it decides every call below.

Step 1 — Determine intent: one round, or a set?

• Detail — the user named one round and wants the record: "full details on the Acme Series B", "tell me about that round", "more on this fundraising". → Step 2.
• List — the user wants a set, or filtered or plural results: "rounds in diligence", "list fundraisings", "what fundraisings do we have". → Step 3.
• By ID — the user gave a fundraising ID → Step 2, skipping the resolve.

A named single round is a detail request even when the user says "search" or "find". If it's genuinely unclear, treat it as a list and ask what they want to narrow to.

Step 2 — Detail: resolve the name, then render the card

Resolve through crm_call_tool, never crm_view_tool. This step is for you, not the user: a view call collapses every array in the response to a count, so the rows — and the id you need — never reach you, and the user gets a list they did not ask for.

crm_call_tool({
  "name": "crm:search_fundraising",
  "arguments": { query: "<round name>", limit: 10 }
})

Then branch on how many candidates came back:

• Exactly one match → render its card and stop:

  crm_view_tool({ "name": "crm:get_fundraising", "arguments": { id: "<id>" } })
  

• Several matches → do NOT guess. Render the candidates as a view and ask which one:

  crm_view_tool({
    "name": "crm:search_fundraising",
    "arguments": { query: "<round name>", limit: 10 }
  })
  

  Then ask: "Several fundraisings match — which one did you mean?" When they pick, call get_fundraising for it. One company often has several rounds, so opening the top hit unasked shows the wrong round with full confidence.
• No match → say so; do not render an empty view.

When the user gives an ID outright, there is nothing to resolve — one call, one card.

Render at most one card per request. If the user named several rounds, ask which to open rather than stacking views.

Step 3 — List: search and render the table

crm_view_tool({
  "name": "crm:search_fundraising",
  "arguments": {
    query: "<search term>",
    limit: 20
  }
})

If the user filtered by stage name, resolve the name to a stage ID first, then pass stages: ["<stage id>"]. This lookup has no view of its own, so it goes through crm_call_tool:

crm_call_tool({ "name": "crm:get_fundraising_stages", "arguments": {} })

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

If the view is unavailable

CRM views are enabled per organisation, and single-record views behind a second flag on top of that. So any crm_view_tool call above may answer with:

CRM tool 'search_fundraising' has no view — call it with crm_call_tool instead.

That is a normal response, not a failure — this organisation does not have that view enabled. Retry that one call verbatim through crm_call_tool and present the result as text per Step 4. Do not retry crm_view_tool, and do not report the message to the user.

A detail request whose card has no view still resolves the same way: keep the crm_call_tool resolve from Step 2 and present the chosen record as text.

Step 4 — Present results

When a card rendered, the user sees the whole record. Do not restate its fields. Answer what they asked, or acknowledge in one line.

When a table rendered, the user already sees every row. Do NOT re-list, re-format, or summarise them as text — that duplicates the table. Answer the question they actually asked, or acknowledge in one line (e.g. "6 fundraisings match — the ID is in the first column, for /update-fundraising.").

When you fell back to crm_call_tool, display all non-empty fields in a readable summary and show the ID prominently — the user needs it to run /update-fundraising.

If no fundraisings are found:

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