search-contacts

A lookup tool for finding people and viewing their records in Carta, a company-equity and fundraising management system. It handles either one contact or a filtered list of contacts.

In plain words
What is it for?
Use it to find a named person, retrieve a contact by ID, list contacts, or filter people by company or other criteria supported by Carta.
Why use it?
It avoids using the wrong lookup approach and helps return the details or set of people the request actually asks for.

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/search-contacts
Any agent
npx skills add carta/plugins --skill search-contacts
Clone the repo
git clone --depth 1 https://github.com/carta/plugins

Made for: Claude Code, Codex.

Per session 123 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,531 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 $0.00123 $0.01531
Opus 5 $0.00062 $0.00766
Sonnet 5 $0.00025 $0.00306
Haiku 4.5 $0.00012 $0.00153

Measured 2d ago against content hash 2e7afc6244c5, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

search-contacts 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/search-contacts/SKILL.md · 134 lines

How it starts

The opening of the file, as written. The whole thing — 134 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

Look up contacts in the Carta CRM. A request about one named person renders that person's card; a request for a set renders a table. Route on that distinction first — it decides every call below.

Step 1 — Determine intent: one person, or a set?

  • Detail — the user named one person and wants the record: "full details on Jane Doe", "tell me about Ihar", "more on this contact", "who is Jane Doe". → Step 2.
  • List — the user wants a set, or filtered or plural results: "people at Acme", "contacts in my pipeline", "list contacts". → Step 3.
  • By ID — the user gave a contact ID → Step 2, skipping the resolve.

A named single person is a detail request even when the user says "search" or "find". If it's genuinely unclear, treat it as a list and ask what they want to narrow to.

Step 2 — Detail: resolve the name, then render the card

Resolve through crm_call_tool, never crm_view_tool. This step is for you, not the user: a view call collapses every array in the response to a count, so the rows — and the id you need — never reach you, and the user gets a list they did not ask for.

Read the full file on GitHub · 134 lines

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 · 134 lines · 123 tokens per session scan A 2e7afc6244c5

Subscribe to this mod's changes

search-contacts is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 123 tokens to every session and 1,531 once invoked, about $0.0006 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.

Related

Other skills, from other repositories