search-fundraisings
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.
What this skill does
## 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.
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