search-reports

A tool for running saved reports in Carta, a customer-relationship management system used to track deals, companies, investors, and related records. Each report contains saved filters and columns.

In plain words
What is it for?
Use it to list reports, open a named report, or display its saved rows for deals, contacts, companies, investors, fundraisings, or fees.
Why use it?
It avoids rebuilding the same search and ensures the results use the report's saved layout. Reports must first be listed and selected before they can be run.

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

Made for: Claude Code, Codex.

Per session 83 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,202 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 $0.00083 $0.01202
Opus 5 $0.00042 $0.00601
Sonnet 5 $0.00017 $0.00240
Haiku 4.5 $0.00008 $0.00120

Measured 2d ago against content hash 979c5b06ba2d, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

search-reports 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-reports/SKILL.md · 107 lines

How it starts

The opening of the file, as written. The whole thing — 107 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

A saved report is a stored filter plus a stored column set over one entity: deals, contacts, companies, investors, fundraisings or fees. Running one renders its rows as a table, using the columns the report saved.

Reports are not searched by keyword. They are listed, chosen, then run — so Step 1 always precedes Step 2.

For an aggregated breakdown of deal flow by sector, source or owner rather than the rows themselves, use the deal-flow-analytics skill instead.

Step 1 — Find the report

Read the list through crm_call_tool, never crm_view_tool. list_reports has no view of its own, and this step is for you rather than the user: you need each report's id and entityType to run it.

crm_call_tool({ "name": "crm:list_reports", "arguments": {} })

Pass entityType to narrow the list when the user named one — "deal", "contact", "company", "investor", "fundraising" or "fees":

crm_call_tool({ "name": "crm:list_reports", "arguments": { entityType: "deal" } })

Read the full file on GitHub · 107 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 · 107 lines · 83 tokens per session scan A 979c5b06ba2d

Subscribe to this mod's changes

search-reports is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 83 tokens to every session and 1,202 once invoked, about $0.0004 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

release

Release a new version of the DevoxxGenie IntelliJ plugin — prompt for the target version, bump it in the build files, write a curated CHANGELOG.md entry and plugin.xml change-notes from the git/PR history since the last tag, build to verify, then commit, tag, and publish a matching GitHub release. Use this whenever…

devoxx/DevoxxGenieIDEAPlugin · 121 tokens

close-task-commit-push-pr

Close the active backlog task (detected from branch name), commit all changes, push to remote, and open a pull request. Use when the user says "close task and ship it", "close task commit push pr", or invokes /close-task-commit-push-pr.

devoxx/DevoxxGenieIDEAPlugin · 64 tokens

git-commit-push-pr

Commit all changes, push to remote, and open a pull request in one go. Use when the user says "commit push pr", "ship it", "open a pr", or invokes /git-commit-push-pr.

devoxx/DevoxxGenieIDEAPlugin · 53 tokens

start-task

Create a feature branch for a backlog task, switch to it, and start implementation. Use when the user says "start task-123", "work on task-123", "implement task-123", or invokes /start-task with a task ID.

devoxx/DevoxxGenieIDEAPlugin · 54 tokens

review

Review local code changes for bugs, regressions, missing tests, and pragmatic improvements. Use when the user asks to review the current changes from git status, or to review a specific backlog task by id such as task-65 or TASK-65. Also trigger when the user says things like "review", "review current changes", "check…

devoxx/DevoxxGenieIDEAPlugin · 90 tokens

pr

DevoxxGenie is an agentic plugin for IntelliJ IDEA that uses local LLM's (Ollama, LMStudio, GPT4All, Jan and Llama.cpp) and Cloud based LLMs to help review, test, explain your project code. Latest version now also supports Spec Driven Development with CLI Runners.

devoxx/DevoxxGenieIDEAPlugin · 0 tokens