<carta-plugin>carta-crm:1.14.2</carta-plugin>
Overview
A saved report is a stored filter plus a stored column set over one entity: deals, contacts, companies, investors, fundraisings or fees. Running one renders its rows as a table, using the columns the report saved.
Reports are not searched by keyword. They are listed, chosen, then run — so Step 1 always precedes Step 2.
For an aggregated breakdown of deal flow by sector, source or owner rather than the rows
themselves, use the deal-flow-analytics skill instead.
Step 1 — Find the report
Read the list through crm_call_tool, never crm_view_tool. list_reports has no view of
its own, and this step is for you rather than the user: you need each report's id and
entityType to run it.
Pass entityType to narrow the list when the user named one — "deal", "contact",
"company", "investor", "fundraising" or "fees":
Then branch on what came back:
- One clear match on name → Step 2.
- Several plausible matches → do NOT guess. Name them and ask which one. Running the wrong report answers a question nobody asked, and looks authoritative doing it.
- No match → say so, and say what the reports are actually called. Never invent a report or a report id.
- The user only asked what reports exist → answer from this list and stop. There is nothing to render.
Step 2 — Run the report
Use the id and the entityType from the entry you matched in Step 1. Both are on that entry;
never guess either.
The report's own saved columns drive the table. Do not pass a column list, and do not ask the user which columns they want — the report already answers that.
Use offset to paginate, and raise limit when the user asks to see more rows.
If the view is unavailable
CRM views are enabled per organisation. So the crm_view_tool call above may answer with:
CRM tool 'get_report_data' has no view — call it with crm_call_tool instead.
That is a normal response, not a failure — this organisation does not have the view enabled.
Retry that one call verbatim through crm_call_tool and present the rows as text per Step 3.
Do not retry crm_view_tool, and do not report the message to the user.
Step 3 — Present results
When the table rendered, the user already sees every row. Do NOT re-list, re-format, or summarise the rows as text — that duplicates the answer beside the table. Say what they asked, or acknowledge in one line, e.g. "Ran Stage A deals: 18 rows match."
count is the total the report matches, which can be larger than the rows on this page. When it
is, say so in that one line rather than implying the page is the whole report.
When you fell back to crm_call_tool, present the rows as a readable text table and keep the
report's column order.
If the report matched nothing:
"That report matched no records. Its filters may be narrower than you expect."