Language: 日本語English

carta-crm Plugin

Author
Carta Engineering
Category
Productivity
Topics
Sales, Marketing & Business Ops · Payments & Fintech
First seen
2026-07-09
Last confirmed
2026-07-13
Explanation last updated
2026-07-12

The explanation below is AI-generated. Please verify it against the sources.

carta-crm is a plugin that lets you manage the Carta CRM conversationally, letting you search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings through the Carta CRM MCP Server. According to the README, no API key is required; instead, on first use Claude prompts an authorization-URL login flow with your Carta CRM credentials, and authentication then persists across sessions. Usage is plain-English (e.g., "Add Sequoia Capital to the CRM" or "Move the Apex Analytics deal to Tracking"), and Claude collects any missing required information before calling the right MCP tools and confirming the result. The README also lists a set of named skills grouped into adding records, searching/retrieving records, updating records, and research/enrichment.

Overview

According to the README, this is a plugin that connects to the Carta CRM via the Carta CRM MCP Server, enabling conversational management of CRM records within Carta's platform (homepage: carta.com).

What you can do with carta-crm

  • Add records: investors, companies, contacts, deals, notes, and fundraisings (e.g., add-investor, add-company, add-contact, add-deal, add-note, add-fundraising)
  • Search & retrieve records: investors, companies, contacts, deals, notes, and fundraisings (e.g., search-investors, search-companies, search-contacts, search-deals, search-notes, search-fundraisings)
  • Update records: investors, companies, contacts, deals (including moving deal stages), notes, and fundraisings (e.g., update-investor, update-company, update-contact, update-deal, update-note, update-fundraising)
  • Research & enrichment: enrich company records with looked-up info (enrich-company) and look up a fund's portfolio companies (lookup-fund-portfolio)
  • Authenticate once via an authorization URL and Carta CRM credentials; the session persists across future uses, per the README

Sources

Original description (English)

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

History of carta-crm

Back to list