update-fundraising

A guide for editing an existing fundraising record in Carta’s customer-relationship system. It supports changing only the fields that the user provides, rather than replacing the whole record.

In plain words
What is it for?
Use it to change a fundraising round’s name, stage, or custom fields, using the record’s ID or searching by name.
Why use it?
It helps locate the correct fundraising record and make targeted changes without overwriting unrelated information.

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

Made for: Claude Code, Codex.

Per session 85 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 955 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 $0.00085 $0.00955
Opus 5 $0.00043 $0.00477
Sonnet 5 $0.00017 $0.00191
Haiku 4.5 $0.00009 $0.00096

Measured 2d ago against content hash 96e1853fe9e9, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

update-fundraising 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/update-fundraising/SKILL.md · 99 lines

How it starts

The opening of the file, as written. The whole thing — 99 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Overview

Partially update an existing fundraising. Only fields provided are modified — this is a partial update, not a replacement. First resolve the fundraising ID, collect what to change, then call the update tool.

Step 1 — Resolve the fundraising ID

If the user provided a fundraising ID directly, use it and skip to Step 3.

If only a name or keyword was given, search first:

crm_call_tool({ "name": "crm:search_fundraising", "arguments": { query: "<name>", limit: 10 } })

If multiple fundraisings match, present the list and ask the user to confirm which one to update (show name and ID for each).

Step 2 — Collect what to update

Ask the user what they want to change:

  • name — fundraising round name
  • stageId — move to a different stage (call get_fundraising_stages to resolve name → ID)
  • fields — custom field values keyed by field ID

If the user wants to move to a stage by name, fetch the stages to resolve name → ID:

Read the full file on GitHub · 99 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 · 99 lines · 85 tokens per session scan A 96e1853fe9e9

Subscribe to this mod's changes

update-fundraising is a skill published in the GitHub repository carta/plugins (12 stars, last pushed today), licensed Apache-2.0. It adds 85 tokens to every session and 955 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.

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