carta-crm Claude Code Plugin
Claude Code PluginClaude CodeProductivitySales, Marketing & Business OpsPayments & FintechAI Agents & AI App DevelopmentThe explanation below is AI-generated. Please verify it against the sources.
This plugin connects Claude to the Carta CRM through a dedicated MCP server, letting a user search, create, update, and enrich investor, company, contact, deal, note, and fundraising records using plain-language requests. It requires a one-time browser-based authentication with the user's existing Carta CRM account, after which the session persists. Beyond basic record management, it includes skills for analyzing deal flow, preparing a one-page brief ahead of an upcoming meeting with a counterparty, and identifying warm introduction paths into a target company based on network overlap. The plugin also sends telemetry, such as session context and plugin activity, back to Carta.
About the service
This plugin accesses it through a server that implements the Model Context Protocol, requiring the user to log in with their own Carta CRM account.
What you can do with carta-crm
- Add new investor, company, contact, deal, note, or fundraising records using conversational requests
- Update existing records, such as moving a deal to a new stage or editing contact details
- Run basic enrichment/research on a company record
- Analyze deal flow, including breakdowns by source, sector, or geography
- Generate a one-page meeting brief for the next scheduled meeting with a given company, investor, deal, or contact
- Identify and act on warm introduction routes into a company with no existing relationship, including drafting an intro request