Runs a saved report in the Carta CRM and renders its rows as a table, using the columns the report saved. Use this skill when the user says things like "run my report", "run the [name] report", "show me the [name] report", "open the [name] report", "what reports do we have", "list reports", or "/search-reports".
Install
npx skills add carta/plugins --skill search-reportsnpx skills add carta/plugins --skill search-reports -a claude-code -gnpx skills add carta/plugins --skill search-reports -a codex -ggemini skills install https://github.com/carta/plugins.git --path plugins/carta-crm/skills/search-reportsgh skill install carta/plugins search-reportsgit 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-reports ~/.claude/skills/search-reports # Claude Code
cp -R /tmp/carta__plugins/plugins/carta-crm/skills/search-reports ~/.agents/skills/search-reports # Codex, Cursor, Gemini CLI, Copilot, OpenCode