Carta CRM

Partner, reviewed

Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP Server

Plugin · by carta · runs in Claude Code, Cowork, claude.ai · 26 skills, 3 hooks · listed 2026-05-25

Claude Code

claude plugin install carta-crm

Source

Skills (26)

Skill add-company

Adds 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…

Any agent
```
npx skills add carta/plugins --skill add-company
```
Skill add-contact

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…

Any agent
```
npx skills add carta/plugins --skill add-contact
```
Skill add-deal

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…

Any agent
```
npx skills add carta/plugins --skill add-deal
```
Skill add-fundraising

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"

Any agent
```
npx skills add carta/plugins --skill add-fundraising
```
Skill add-investor

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"…

Any agent
```
npx skills add carta/plugins --skill add-investor
```
Skill add-note

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…

Any agent
```
npx skills add carta/plugins --skill add-note
```
Skill carta-crm-home-build

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.

Any agent
```
npx skills add carta/plugins --skill carta-crm-home-build
```
Skill deal-flow-analytics

Aggregates recent deal flow in the Carta CRM into a dealmaker-facing report, auto-discovering which fields matter for this tenant's schema.

Any agent
```
npx skills add carta/plugins --skill deal-flow-analytics
```
Skill enrich-company

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"

Any agent
```
npx skills add carta/plugins --skill enrich-company
```
Skill get-angles

Finds the best warm introduction path into a target company through the user's network, and then sets the introduction up.

Any agent
```
npx skills add carta/plugins --skill get-angles
```
Skill home

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.

Any agent
```
npx skills add carta/plugins --skill home
```
Skill prepare-for-meeting

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.

Any agent
```
npx skills add carta/plugins --skill prepare-for-meeting
```
Skill search-companies

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…

Any agent
```
npx skills add carta/plugins --skill search-companies
```
Skill search-contacts

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…

Any agent
```
npx skills add carta/plugins --skill search-contacts
```
Skill search-deals

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…

Any agent
```
npx skills add carta/plugins --skill search-deals
```
Skill search-fundraisings

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…

Any agent
```
npx skills add carta/plugins --skill search-fundraisings
```
Skill search-investors

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…

Any agent
```
npx skills add carta/plugins --skill search-investors
```
Skill search-notes

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…

Any agent
```
npx skills add carta/plugins --skill search-notes
```
Skill search-reports

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"…

Any agent
```
npx skills add carta/plugins --skill search-reports
```
Skill tutorial

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.

Any agent
```
npx skills add carta/plugins --skill tutorial
```
Skill update-company

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…

Any agent
```
npx skills add carta/plugins --skill update-company
```
Skill update-contact

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"…

Any agent
```
npx skills add carta/plugins --skill update-contact
```
Skill update-deal

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…

Any agent
```
npx skills add carta/plugins --skill update-deal
```
Skill update-fundraising

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…

Any agent
```
npx skills add carta/plugins --skill update-fundraising
```
Skill update-investor

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…

Any agent
```
npx skills add carta/plugins --skill update-investor
```
Skill update-note

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…

Any agent
```
npx skills add carta/plugins --skill update-note
```

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.