Install
npx skills add carta/plugins --skill search-notes
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install carta-crm@carta-plugins
This skill is part of the plugin “carta-crm”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the search-notes skill do?
Description from the SKILL.md in the source repository.
Questions about search-notes
What does the search-notes skill do?
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.
How do I install search-notes?
In a terminal: npx skills add carta/plugins --skill search-notes. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use search-notes?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is search-notes safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
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