search-investors

search-investors is a skill for Claude Code from carta/plugins. It costs 112 tokens per session (1,409 once invoked), scanned A, original, Apache-2.0.

A search and display workflow for investor records in Carta CRM, a customer-relationship system for managing investors. It handles either one investor’s details or a filtered list of investors.

In plain words
What is it for?
Finding an investor by name or ID, showing one investor’s full record, or listing investors that match criteria.
Why use it?
It chooses the right lookup approach for a single investor, a group, or an investor ID, so the response matches what the user asked for.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: model in frontmatter.

Part of the carta-crm plugin — 26 skills shipped together

Good fit Finding an investor by name or ID, showing one investor’s full record, or listing investors that match criteria.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/carta/plugins/search-investors
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.

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

Made for: Claude Code.

Or install carta-crm, the plugin that ships this one along with the rest of its 26 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for search-investors

README.md
[![agentmods](https://agentmods.dev/badge/skills/carta/plugins/search-investors.svg)](https://agentmods.dev/skills/carta/plugins/search-investors)
Your own site
<a href="https://agentmods.dev/skills/carta/plugins/search-investors"><img src="https://agentmods.dev/badge/skills/carta/plugins/search-investors.svg" alt="Measured on agentmods" height="20"></a>
Per session 112 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,409 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 14
    Skill selects an external model or provider that may use a different account or billing plan than the operator expects. Undisclosed model switches can cause unexpected cost or quota consumption.
    Fix: Remove the model/provider override or disclose it prominently and require explicit operator approval before invoking an external coding CLI or billed model.
How audits are shown
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 5.1 $0.00112 $0.01409
Opus 5 $0.00056 $0.00705
Sonnet 5 $0.00022 $0.00282
Haiku 4.5 $0.00011 $0.00141

Measured 8d ago against content hash c77dbf1d823e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

search-investors 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 8d 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-investors/SKILL.md · 122 lines

How it starts

The opening of the file, as written. The whole thing — 122 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

Look up investors in the Carta CRM. A request about one named investor renders that investor'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 investor, or a set?

  • Detail — the user named one investor and wants the record: "full details on Preqin", "tell me about Index Ventures", "more on this investor", "who is Preqin". → Step 2.
  • List — the user wants a set, or filtered or plural results: "investors in my pipeline", "seed-stage investors", "what investors do we have". → Step 3.
  • By ID — the user gave an investor ID → Step 2, skipping the resolve.

A named single investor 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 · 122 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. 8d ago First seen · 122 lines · 112 tokens per session scan A c77dbf1d823e

Subscribe to this mod's changes

search-investors is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 112 tokens to every session and 1,409 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.

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