Carta Crm
Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server.
Skills (26)
Claude uses these on its own when your request matches.
- add-companyAdds one or more company records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a company", "create company record", "add company to CRM", "add company to Carta CRM", or "/add-company". Collects company information…
- add-contactAdds one or more contact records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a contact", "create a contact record", "add contact to CRM", "save a contact", "upload contact to Carta CRM", or "/add-contact". Collects contact…
- add-dealCreates one or more deal records in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a deal", "create a deal", "log a deal", "add deal to CRM", "add deal to Carta CRM", or "/add-deal". Collects deal information conversationally,…
- add-fundraisingAdds one or more fundraising records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a fundraising", "create a fundraising", "log a fundraising round", "add fundraising to CRM", "create fundraising record", or…
- add-investorAdds one or more investor records to the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add an investor", "/add-investor", "add investor to Carta CRM", "create investor record", "add this VC fund to the CRM", or "save investor data".…
- add-noteAdds a note to a deal in the Carta CRM via the Carta CRM MCP Server; notes are stored as comments on the deal record. Use this skill when the user says things like "add a note", "log a note", "add note to a deal", "add note to Carta CRM", "add a comment", "comment on a deal",…
- carta-crm-home-buildPublishes the Carta CRM Home as a live artifact — a standalone page, at a stable URL, showing pipeline by stage, recent deals and contacts, object counts, latest notes and this week's meetings. The page reads the CRM itself through a read-only grant, so it refreshes whenever a…
- deal-flow-analyticsAggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema. Use this skill when the user says things like "deal flow analytics", "analyze our deal flow", "review deals added in the last 12 months",…
- enrich-companyResearches a company by fetching its website and returning structured profile data. Use this skill when the user says things like "enrich this company", "look up company info", "research this company", "what does [domain] do", "get company details for [url]", "find info on…
- get-anglesFinds the best warm introduction path into a target company through the user's network, and then sets the introduction up. Use this skill when the user says things like "find intro angles into [company]", "how can I get introduced to [company]", "who do I know at [company]",…
- homeRenders the Carta CRM Home: a landing view with pipeline by stage, recent contacts, deals, object counts, latest notes, this week's meetings, and a directory of the prompts the plugin supports. Use this skill when the user says things like "carta crm home", "show my crm home",…
- prepare-for-meetingBuilds a one-page tear sheet for the next upcoming meeting with a counterparty. Every fact about the people, the firm and the deals comes from the CRM. The one exception is a single line about the venue, written only when the invite names a place. Use this skill when the user…
- search-companiesSearches for and retrieves company records from the Carta CRM. Use this skill when the user says things like "find a company", "search companies", "look up a company", "show me company details for [name]", "full details on [name]", "tell me about [name]", "get company by ID",…
- search-contactsSearches for and retrieves contact (people) records from the Carta CRM. Use this skill when the user says things like "find a contact", "search contacts", "look up a person", "show me contact details for [name]", "full details on [name]", "tell me about [name]", "get contact by…
- search-dealsSearches for and retrieves deal records from the Carta CRM. Use this skill when the user says things like "find a deal", "search deals", "look up a deal", "show me deals for [company]", "get deal by ID", "find deal in [stage]", "list deals", "what deals do we have for…
- search-fundraisingsSearches for and retrieves fundraising records from the Carta CRM. Use this skill when the user says things like "find a fundraising", "search fundraisings", "look up a fundraising round", "show fundraising details for [name]", "full details on [name]", "get fundraising by ID",…
- search-investorsSearches for and retrieves investor records from the Carta CRM. Use this skill when the user says things like "find an investor", "search investors", "look up an investor", "show me investor details for [name]", "full details on [name]", "tell me about [name]", "get investor by…
- search-notesSearches 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…
- search-reportsRuns 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",…
- tutorialInteractive ~5-minute walkthrough of the Carta CRM plugin. Covers plugin overview, setup verification, how to kick off each skill, and a demo walkthrough of 4 realistic CRM scenarios.
- update-companyUpdates an existing company record in the Carta CRM. Use this skill when the user says things like "update a company", "edit company", "update company details", "change company name", "update company website", "update company fields", "add a tag to company", or…
- update-contactUpdates an existing contact (person) record in the Carta CRM. Use this skill when the user says things like "update a contact", "edit contact", "update contact details", "change contact email", "update person's title", "update contact company", "add a tag to contact", or…
- update-dealUpdates an existing deal record in the Carta CRM. Use this skill when the user says things like "update a deal", "move deal to [stage]", "change deal stage", "edit deal", "update deal fields", "add a tag to deal", "assign deal lead", "update company info on deal", "link…
- update-fundraisingUpdates an existing fundraising record in the Carta CRM. Use this skill when the user says things like "update a fundraising", "edit fundraising", "update fundraising details", "change fundraising stage", "update fundraising fields", or "/update-fundraising". Accepts a…
- update-investorUpdates an existing investor record in the Carta CRM. Use this skill when the user says things like "update an investor", "edit investor", "update investor details", "change investor name", "update investor website", "update investor fields", "add a tag to investor", or…
- update-noteSearches for notes in the Carta CRM and helps the user update deal comments. Use this skill when the user says things like "update a note", "edit note", "update note content", "change a note", or "/update-note". Note: standalone note editing is not available via MCP —…
Also adds hooks that run automatically at set points in a session.
Install
Run in your terminal
claude plugin install carta-crm@claude-plugins-officialClaude Code already includes the claude-plugins-official marketplace, so this installs directly. Start a new Claude Code session to use it.
Already in a Claude Code session?
Install
/plugin install carta-crm@claude-plugins-officialPublished in Anthropic's claude-plugins-official marketplace (anthropics/claude-plugins-official).
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