Searches for and retrieves note records from the Carta CRM. Use this skill when the user says things like "find a note", "search notes", "look up a note", "show me notes about [topic]", "list notes", "find notes mentioning [keyword]", or "/search-notes". Returns note details including ID, title, and text content.
Install
npx skills add carta/plugins --skill search-notesnpx skills add carta/plugins --skill search-notes -a claude-code -gnpx skills add carta/plugins --skill search-notes -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/search-notesgh skill install carta/plugins search-notesgit clone --depth 1 https://github.com/carta/plugins /tmp/carta__plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/search-notes ~/.claude/skills/search-notes # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/search-notes ~/.agents/skills/search-notes # Codex, Cursor, Gemini CLI, Copilot, OpenCode