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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.

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SKILL.md
Quality
Evals
Security

Evaluation results

67%

32%

Fundraising Lookup: Keyword Search Report

Keyword search mode and result formatting

Criteria
Without context
With context

Search tool used

100%

100%

Limit of 20

0%

100%

ID shown prominently

46%

53%

All non-empty fields displayed

20%

33%

Total count noted

100%

50%

Pagination offer

0%

70%

No-results message

0%

100%

Offset for pagination

0%

20%

46%

41%

Pipeline Stage Report: Active Early-Stage Fundraisings

Stage-name resolution before filtered search

Criteria
Without context
With context

Stages lookup first

0%

80%

Stage ID passed to search

0%

50%

Search tool used

0%

53%

ID shown prominently

0%

0%

All non-empty fields displayed

0%

0%

Total count noted

0%

30%

Stage name not used as filter

100%

100%

80%

-20%

Retrieve a Specific Fundraising Record

Direct fetch by fundraising ID

Criteria
Without context
With context

Direct fetch tool used

100%

100%

Search tool NOT used

100%

100%

ID shown prominently

100%

100%

All non-empty fields displayed

100%

0%

Correct ID passed

100%

100%

Repository
carta/plugins
Evaluated
Agent
Claude Code
Model
Claude Sonnet 4.6

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