search-companies

Overview

Search for companies in the Carta CRM. Choose the right tool based on what the user provided. Always surface the company ID so the user can reference it for updates.

Step 1 — Determine search mode

• By domain — user provided a website domain (e.g. "stripe.com") → use fetch_company_by_domain
• By name / keyword — user provided a company name or keyword → use search_companies

If it's unclear, default to search by name and ask for a search term.

Step 2 — Execute the search

By domain:

crm_call_tool({ "name": "crm:fetch_company_by_domain", "arguments": { domain: "<domain>" } })

By name / keyword:

crm_call_tool({
  "name": "crm:search_companies",
  "arguments": {
    query: "<search term>",
    limit: 20
  }
})

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

Step 3 — Present results

For each company returned, display all non-empty fields in a readable summary. Always show the ID prominently — the user will need it to run /update-company.

If no companies are found:

"No companies found matching your search. Try a different name, keyword, or domain."

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