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]", "full details on [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.

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Run	Type	Date	Status
baseline vs usage-spec With / without context 3 days ago Completed	With / without context	3 days ago	Completed

Eval run

Name: search-fundraisings
Rating: 93.33 (1 reviews)
Author: carta

01a0f9bf-4b25-70c5-ae34-066eb7151c2b

Run 3 days ago

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Repository: carta/plugins
Path: plugins/carta-crm/skills/search-fundraisings/SKILL.md
Commit: 2f20566

Evaluated: 3 days ago
Agent: Claude Code
Model: Claude Sonnet 4.6

Table of Contents

Fundraising List Handler Procedure CRM Assistant Integration: Availability Handling Runbook

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