Carta CRM plugin for Claude

Adds 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…

Creates 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…

Adds 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 fundraisin…

Adds 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",…

Adds 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", "ad…

Publishes 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…

Aggregates 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…

Researches 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 [dom…

Finds 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 g…

Renders 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…

Builds 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…

Searches 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 detai…

Searches 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]", "ful…

Searches 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…

Searches 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 fo…

Searches 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…

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 menti…

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] rep…

Interactive ~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. Trigger phrases: "carta crm tutor…

Updates 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…

Updates 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"…

Updates 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", "as…

Updates 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 fund…

Updates 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",…

Searches 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:…