plugins

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 details for [name]", "get contact by ID", "list contacts", "find people at [company]", "search people", or "/search-contacts". Returns contact details including ID, name, email, title, company, and tags. The contact ID returned can be used with the update-contact 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 ID", "find deal in [stage]", "list deals", "what deals do we have for [company]", or "/search-deals". Returns deal details including ID, company, stage, pipeline, tags, and custom fields. The deal ID returned can be used with the update-deal 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. Trigger phrases: "carta crm tutorial", "show me the crm tutorial", "how do I use carta crm", "walk me through carta crm", "getting started with crm", "demo carta crm", "crm tutorial"

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 fundraising details for [name]", "get fundraising by ID", "list fundraisings", "what fundraisings do we have", or "/search-fundraisings". Returns fundraising details including ID, name, stage, and custom fields. The fundraising ID returned can be used with the update-fundraising 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 [name]", "get company by ID", "get company by domain", "list companies", "what companies do we have", or "/search-companies". Returns company details including ID, name, and custom fields. The company ID returned can be used with the update-company 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", "add fundraising to CRM", "create fundraising record", or "/add-fundraising". Collects fundraising information conversationally, then creates it via the MCP server.

carta-portfolio-alerts

Time-bounded and threshold-bounded risk detection across portfolio companies — finds items that are expiring soon, maturing soon, running low, or otherwise at risk. Surfaces what needs attention now, not what the data looks like in general.

add-note

Adds a comment/note to a deal record in the Carta CRM via the Carta CRM MCP Server. Use this skill when the user says things like "add a note", "create a note", "log a note", "add note to a deal", "add note to CRM", "add note to Carta CRM", "log a comment on a deal", or "/add-note". Notes are stored as comments on deal records.

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 a contact", "upload contact to Carta CRM", or "/add-contact". Collects contact information conversationally, then creates it via the MCP server. Only name is required — all other fields are optional.

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 company to Carta CRM", or "/add-company". Collects company information conversationally, then creates it via the MCP server.

carta-ownership

Voting, governance, and seniority analysis for a company — which corporate decisions require shareholder approval, which holders carry protective provisions or blocking rights, where preferred share classes sit in the liquidation stack, and who holds preferred stock (optionally as of a historical date).

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", "create investor record", "add this VC fund to the CRM", or "save investor data". Collects investor information conversationally, then creates it via the MCP server.

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 deal to Carta CRM", or "/add-deal". Collects deal information conversationally, then creates it via the MCP server.

lookup-fund-portfolio

Finds and returns the portfolio companies listed on a VC or investment fund's website. Use this skill when the user says things like "look up portfolio of [fund]", "get portfolio companies for [fund website]", "what companies does [fund] invest in", "find portfolio page for [url]", "list investments of [fund]", or "/lookup-fund-portfolio". Input: fund website URL or domain. Output: structured JSON list of portfolio company names. Saves the result locally at ~/.carta-crm/fund-portfolios/ for auditing.

carta-market-benchmarks

Computed statistics across portfolio companies — median, average, typical, range — used as market benchmarks. Returns aggregate numbers and percentiles, not raw per-company listings.

carta-portfolio-query

Raw cap-table data across multiple portfolio companies — stakeholders, grants, instruments, and valuations rendered as tables for comparison or audit. Returns the underlying records, not computed statistics or risk alerts.