search-contacts

Overview

Search for contacts in the Carta CRM. If the user provided an ID, fetch the single record directly. Otherwise search by name/keyword and return results in a readable summary. Always surface the contact ID so the user can reference it for updates.

Step 1 — Determine search mode

• By ID — user provided a contact ID → call fetch_contact_by_id
• By name / keyword — user provided a name, email, or keyword → call search_contacts

If it's unclear, default to search and ask the user for a search term.

Step 2 — Execute the search

By ID:

mcp__carta_crm__fetch_contact_by_id({ id: "<contact id>" })

By name / keyword:

mcp__carta_crm__search_contacts({
  query: "<search term>",
  limit: 20
})

If the user mentions a specific list or folder by name, call get_contact_lists first to resolve the name to a list ID, then pass list_id to narrow the search.

Increase limit if the user asks to see more results. Use offset to paginate.

Step 3 — Present results

For each contact returned, display all non-empty fields in a readable summary, including name, title, company, email, phone, and tags. Always show the ID prominently — the user will need it to run /update-contact.

fetch_contact_by_id also returns related deals and notes — surface those if the user is looking for context on a specific person.

If no contacts are found:

"No contacts found matching your search. Try a different name, email, or keyword."

If multiple results are returned, list them all and note the total count.