carta-crm:1.14.4

Overview

Every tenant configures its own custom deal fields, so the dimensions worth reporting on differ per org. Discover them at runtime instead of assuming a fixed list, then aggregate with crm:aggregate_deals — never tally deals by hand from crm:search_deals.

aggregate_deals groups by one field at a time. Cover multiple dimensions with multiple calls, not one call with multiple group_by values.

Step 1 — Discover and classify fields

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

Classify every field using its type alone — no probing needed:

• Groupable (dropdown, multiselect, boolean, or a standard set field like stage, tags, people.*, dealLead) — the value space is bounded by the field's options list, so it's always safe to aggregate_deals on directly.
• Continuous (number, input, textarea, datepicker, or a relational reference like company/contacts-list) — unbounded values. Never group_by these — on this plugin's test tenant, fields like EBITDA, ARR, and Team_size returned 100+ distinct groups each and nearly hit the response size limit that broke a city-level location query.
• Free-text standard fields (company.company_location, company.company_industry, or any other standard field of type text) — same unbounded risk as Continuous, but always relevant, so they don't get excluded by fill rate. Group by them, then roll the raw values up client-side (e.g. city → country) before presenting — never show the raw breakdown. Do not put these in an unconditional "always include" list; classify them by type like everything else.

Always keep stage and added_date as the fixed core — both are bounded, standard fields safe to group on directly regardless of tenant.

Step 2 — Fill-rate check

Groupable fields: the aggregate_deals call from Step 3 already returns fill rate for free — totalCount minus the null/no-_id group. No extra call needed.

Continuous fields: don't call aggregate_deals per field. Pull one shared sample instead:

crm_call_tool({ "name": "crm:search_deals", "arguments": { "limit": 30 } })

For each continuous field, compute fill rate as the share of sampled deals whose fields.<fieldId> is present and non-null. One call covers every continuous field — bounded payload regardless of cardinality.

Exclude any field below 15% fill rate. For fields landing between 15–25% (the ambiguous band — above the cutoff but not reliably estimated by sample), don't trust the sample — search_deals defaults to recently-active deals first, which can massively overstate a rarely-used field's true fill rate. Confirmed on this test tenant: a 20-deal sample estimated one field at 25% filled when the true org-wide rate was 3%. For any field in that band, re-check with a single aggregate_deals call on just that field and use its exact totalCount instead of the sample estimate.

List excluded fields in a short "excluded — low coverage" line rather than dropping them silently.

Step 3 — Aggregate

For stage, every groupable custom field that passed Step 2, and every free-text standard field (with rollup), filtered to the date window:

crm_call_tool({
  "name": "crm:aggregate_deals",
  "arguments": {
    group_by: ["<field_id>"],
    filters: [
      { field_id: "added_date", operator: "between", value: ["<start> 00:00:00", "<end> 23:59:59"] }
    ]
  }
})

Ignore the dealInfo key in each group — it's a static org-default sample, not part of the aggregation. For continuous fields that passed the fill-rate check, report fill rate only (e.g. "Revenue: 95% filled") — don't attempt a full distribution unless the user explicitly asks to drill into one.

For free-text standard fields, roll the raw grouped values up to a coarser level client-side before presenting (e.g. company.company_location city values → country) — show the top 5–8 rolled-up values and collapse the rest into "Other".

Two different _ids can resolve to the same name (duplicate contacts) — combine their counts and flag the duplicate rather than under-reporting the person's total. For unresolved contact/user IDs, call crm:fetch_contact_by_id on the top few only.

If the user asks for one specific dimension, only aggregate that one — skip the full discovery pass.

Step 4 — Present

Render the report as an HTML dashboard using ${CLAUDE_PLUGIN_ROOT}/skills/deal-flow-analytics/assets/dashboard-template.html — don't hand-build markdown tables, and don't reference the template by a bare relative path (it resolves from the user's cwd, not the plugin directory). Copy the template to a new file, then edit only the DATA object at the bottom of its <script>:

• dateRange — the date range label, e.g. "Jul 2025 – Jul 2026 · 167 deals".
• headline — the single most notable finding, one sentence (a concentration, a low fill rate, or a pipeline health issue like a stage distribution skewed toward Dead).
• excluded — field labels dropped in Step 2, each with its fill rate.

CRM field values are untrusted — a tenant's dropdown option, tag, or company name could contain arbitrary text. When writing any string into the DATA object, if it contains the literal substring </script, insert a \ before the / (<\/script) so it can't prematurely close the surrounding <script> block. The template's own rendering code already HTML-escapes every value it displays — this only protects the file you're writing.

• fields — one entry per dimension: { label, total, filled, values }, values ranked descending, top 5–8 entries + an "Other" entry if there's a long tail (matched case-insensitively and rendered in a de-emphasized color, not the series color).

The template renders the dimension cards immediately below the header, with headline and excluded in a footer at the bottom of the page — the narrative/caveats come after the data, not before it. Don't reorder this.

Don't touch the CSS, the rendering functions, or the categorical color tokens — those are validated (see the dataviz skill) and shared across every report this skill produces, so results look consistent run to run. Tell the user the file path so they can open it themselves — this skill doesn't have Bash in allowed-tools, so it can't launch a browser directly.

Offer to save any dimension as a CRM report:

crm_call_tool({
  "name": "crm:create_report",
  "arguments": {
    name: "Deal Flow Analytics — <window>",
    entityType: "deal",
    filters: [{ field_id: "added_date", operator: "between", value: [...] }],
    groupBy: ["<dimension field_id>"]
  }
})

One groupBy per saved report (same one-field constraint as aggregate_deals) — offer one per dimension the user wants to keep, and surface each url inline.