deal-flow-analytics

A reporting workflow that groups recent deals from Carta CRM into a deal-flow report for dealmakers. Deal flow means the stream of investment opportunities entering an organization.

In plain words
What is it for?
Analyzing recent deals by categories such as stages, tags, or other bounded fields, and reporting patterns such as who introduced the deals.
Why use it?
It discovers which fields matter in each organization’s CRM instead of assuming every organization stores deal information the same way.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/carta/plugins/deal-flow-analytics
Any agent
npx skills add carta/plugins --skill deal-flow-analytics
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code, Codex.

Per session 140 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,137 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00140 $0.02137
Opus 5 $0.00070 $0.01069
Sonnet 5 $0.00028 $0.00427
Haiku 4.5 $0.00014 $0.00214

Measured 2d ago against content hash 0b66fdda8455, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

deal-flow-analytics scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/carta-crm/skills/deal-flow-analytics/SKILL.md · 182 lines

How it starts

The opening of the file, as written. The whole thing — 182 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.

Read the full file on GitHub · 182 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 182 lines · 140 tokens per session scan A 0b66fdda8455

Subscribe to this mod's changes

deal-flow-analytics is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 140 tokens to every session and 2,137 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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